Member Info for AIMtodeath

https://seekingalpha.com/article/4437651-ev-company-news-for-june-2021?mail_subject=matt-bohlsen-ev-company-news-for-the-month-of-june-2021&utm_campaign=rta-author-article&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha

https://seekingalpha.com/article/4437651-ev-company-news-for-june-2021?mail_subject=matt-bohlsen-ev-company-news-for-the-month-of-june-2021&utm_campaign=rta-author-article&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha

Twiggy ever tried to push a African Gov/employee to do something? Fastest way to the bottom of the in tray I would hazard a guess. And they couldn't chase up a licence that did nit have the environmental report in and accepted, of which is nit that long ago.

Tin has been kind to them, really helped their numbers. The EU certainly does not have enough spodumene so hydroxide converters will have to branch out into other sources of lithium, but currently Tier 1 battery makers are comfortable with well tried and tested spodumene refined hydroxide. BCN being taken over by Gangfeng so they might use clay source as carbonate used for LFP not as sensitive to the source.

0.1% cuttoff I imagine is the confusion

Thats AFRICA for you.....

Lithium prices soaring, mineral sands prices set to soar even more as they were in deficit and Richards Bay stopped will make it worse.

https://www.riotinto.com/news/releases/2021/Rio-Tinto-declares-force-majeure-at-Richards-Bay-Minerals

Focus on Moz now a priority I'd have thought.

https://twitter.com/strikeextent/status/1410005941567713282?s=19

Unless they are all knowing to the meeting.....

Apparently the date of EIA is not affected by the extended public consultation period.

https://www.institutionalinvestor.com/article/b1sdwwdh7zqkxl/can-lithium-supply-keep-up-with-strong-ev-demand#.YNoirHODzBM.twitter

I suspect SAV post Galp time running out just became harder to secure supply from. Cashed up and not desperate makes for a better negotiating position. No freebies or easy hands on % of project.

LG prepared to jump in to secure offtake, but nothing to lose yet so much to gain. Less for EU home grown companies, so pool of supply just got smaller! Focus the mind. If VW do go down the Czech route, what's left for Northvolt and the French car manufacturers? Will Galp get their act together, Portugal wants an EV economy and GALP need to move away from fossil fuels, getting help from a 7.82% shareholder (Gov) would seem like an opportunity not to miss! And you have a market that will be gagging for hydroxide!

I doubled up just before the raise! Not too impressed on that timing.

Be sure to not let the door hit you in the back as you leave....

MMs pulling away in anticipation??

https://oilprice.com/Alternative-Energy/Renewable-Energy/The-EV-Boom-Is-Coming-Much-Earlier-Than-Expected.html?utm_source=tw&utm_medium=tw_repost

'Not so dumbpunter' number of times I hear people pushing their resource because it is a. Big or b. High grade but they neglect to compare the golden figure C1 cash cost and even recovery rates to better align projects. The DFS here will show a 15yr+ project (20yr with a little more drilling) and one of the lowest C1 costs in the spodumene industry. Galaxy was $450/t last year, Pilbara sits on $350/t before our reduced not CIF anymore C1 is $270cif, but I reckon $50 saved in shipping to China alone with EU buyer, more so the first important years of ramp up and debt pay back SAV will have a C1 less than $200/t with the bull case for a peak of $1000/t spod as we come on line... That is a very safe investment given we will have a guaranteed preferential market too. Finance will be more favourable and cheaper than 2018 would have been. And the safety net is SAV can then operate at the lowest price in spodumene last 2 years whilst others like Galaxy are shutting up shop. It is so much more than size and grade. AVZ has a cost in C1 of $346/t just on diesel trucks to the coast! Not a good ESG rating either. I'm not here for SAVs size but the economics and EU market.

No.1 Imagine the deserpation to come onto another BB to ramp your wares and put down the share on that board.....(extremely low personally) amd do it with misleading information....
No.2. If you are trying to suggest that Portuguese Gov having anthing to do with Galp decsion (though not theres) is laughable, they are a 7.48% holder. Galp are looking into Li because they know Gov would get behind them and access grants etc.
No.3. On current Scoping Study SAV has an NPV of $356m from a 11yr project IRR 63% and CAPEX of $109m, whereas Zinn has a $510m NPV over 30 years! IRR 27% and CAPEX $191..... I know you will want to shout about oh the figures will get better but so will SAV, resource has doubled, increased output and reduced C1 costs, by-product pricing increases, this will sail past $500m NPV
Zinn resource is NOT spodumene and is untested in Tier 1 batteries

So jog on.... and you didn't make it you have pasted it. All projects will be needed but trying to lie about other projects to push your own is poor.