Member Info for AIMtodeath

They can buy out ARCM for the % they own of the assets and offer money for the bits they don't own to the others. Splitting hairs I think on how AAL would own the assets, the amount received will not change.

Sivad,
1. Carbonate is mostly made from Brine Li supply - Nothing to do with SAV
2. The surge in the short term for LFP batteries that use Carbonate is the reason it has run away a bit more than the other types
3. Hydroxide uses mainly Spodumene supply, which is what SAV will produce. Lagging Carbonate a bit due to 2. above. Even as Hydroxide starts to puch on spodumene is it's own market and prices will depend on the last of the reserve piles used up from last year and the output of the AUS miners in the short term....However the price that will matter is in 2023, by then the supply market will have settled into the new norm of EV expansion. Prices are predicted to be much healthier.
4. Current prices can increase sentiment in juniors as they await milestones but not the direct driver of price. Producers will respond faster to prices changes as it affects them directly.

I think the appointment of Rothschild will see to any meaningful retrace as it will get bought up by smarter money to hold.

Pressure is applied in an upwards direction from the lower line and the horizontal line is the resistence, when the lower line eventually meets the upper line the idea is that it will eventually breakout to the upside through resistence...... if not before.

Think someone got a sniff of the news, liquidation Thursday and liquidation this morning in short order..... expecting a worse fallout maybe.

Perhaps he has no eyelids...... He never blinks first.....

If you are not in the UK you will never get chased or in trouble...... this is the way.....

QUOTE - This recent news regarding the design development to now be able to use Nickel oxide (laterite) for batteries (where previously Nickel sulphide grade was required) seems to me to be a major potential nickel industry dynamics game changer......

THIS IS NOT NEW! FUD from sulphide nickel mine shareholders! HPAL been used for years to make Nickel Sulphate/MHP

Maybe not the best decision now....

Most of those were sells, but on the flip side the MMs gobbled them up as perhaps buying for the iis in moments of panic selling and volume.

Blanked out - vox markets co
uk

https://www.metalbulletin.com/Article/3976959/Latest-news/GLOBAL-LITHIUM-WRAP-Chinas-producers-target-higher-prices-in-March-Asian-seaborne-price-rise.html

$510

https://www.**********.co.uk/articles/sp-angel-morning-view-monday-01-03-21-15b5400/

If it goes into Chinese batteries destined for Western cars then it would be a problem. If it is just the chinese then they'll do as they please

And how do you come to that conclusion?

They asked more questions.....hence more work needed....

Covid is the BIG unknown in how it has affected progression, which is certainly will have....

Projections for this year were in the $16ks, talks started at $16k, DFS is based on $14k. It makes decent returns at $14k. Nickel just hit 6 year highs....

Yes Nickel does not have the low inventories that copper has as support for the elevated 'new high setting' price. So when profits are taken they are taken hard. On top of that 18,200 was a support line and it hit it today and coughed up a fur ball as stops were liquidated. Nickel is very illiquid so when traders get it going one way they can really move it.

Nickel had a stinker of a day losing support line. Correction phase now perhaps.