Member Info for bobminor

gotta laugh - 'algo-bot'

'beechknot' is an 'argo bot' - (filtered) - please ignore.

Let's have continued good quality posts please.

Just need the 'volume' to increase to create good movements in the sp - but steady as she goes is good for me.

There WILL be battery performance improvements and there are many possible [chemistry] alternatives in the pipe line. Just so long as they need lithium is why we are invested here, right (?) - it looks, to me, that there will be a need for the stuff for at least a couple of decades.

Yet another environmental catastrophe made by man (!?!) - don't care what side they are on - shorttermism will cause an human catastrophe - Nature will defend itself - eventually.

'beechknot' 'the bot' - filtered ;-)

I think that we have noticed that there is an increasing discussion & awareness of critical material shortages for future tech devices on the radio/tv - with Biden playing the 'national security card' some players are waking up - like sleeping giants - all we need here is for the giants to take a look around and they will see the opportunities - our [extreme] patience will be rewarded.
More volume will speak volumes !!

https://uk.investing.com/

Correct registration page:https://mobex.us1.list-manage.com/track/click?u=93bc9c845f0eb3045db4a6b82&id=be6d60ecf1&e=da6e09f7ab

'Improving EV battery performance with customized lithium-ion battery binders'.
"In this free, 60-minute webinar, Trinseo's experts discuss how customized lithium-ion battery binders can impact the anode coating properties, cell manufacturing processes, and battery performance."
Registration :https://teams.microsoft.com/registration/aHmgOCDLQEOFe6BAs2Y4RA,_UeOkw_4PEy3Ld79JVVSzg,Je1qYt_EOU2-Rufd5aa5Yw,wPDt9TZ5FEO7-qpCn_Ty7w,16lDWyT_s0WJeMoRIM2krw,jip1yHt0DEGw--r52EFRaQ?mode=read&tenantId=38a07968-cb20-4340-857b-a040b3663844&mc_cid=5d20daeaf5&mc_eid=da6e09f7ab&skipauthstrap=1

https://rethinkresearch.biz/articles/lithium-ion-battery-shortage-in-us-will-last-past-2025-says-rethink/
so, as forecasted by Li sleuths, battery materials will increase further for another 18 months - so LiOH2O battery grade Lithium could reach approx.US$100k/ton !!
So what is there to prevent the Cinovec mine coming into production - soon ? I cannot think of anything - other than the EIA unless squeaky 'clean' - which should go through because Geomet probably has the highest ESG credentials than any other mine in the World (correct me if I am wrong).
Let's hope that price of Li does not go beyond the point of economic viability for EV's+.
Off-takes will likely help to stabilise the price of battery materials - has Biden kickstarted the off the takes/contracts with his move of urgency yesterday - let's hope so.

Perhaps this will trigger EU to act on sources of 'local supply'.

Yep - it's all on the 'volume' - on positive news.
Very low just now. Continued patience req'd - just hope that I/we have not missed anything in the business 'fundamentals'.
GLA

That ol' cliché - Gator.

Let's hope 'Metals' does too Gator ;-))

Ant: (re:EL)
https://europeanlithium.com/wolfsberg-lithium-project/
"Wholly owned by European Lithium, under stable licence and tax regime mapped out by the Austrian Mineral Resources Plan"

More cat & mouse games to be played by politicians and fin-markets - hold onto your hats !!

No sooner have I posted today than the game has started :- Breaking News about UKR negotiations:
https://www.telegraph.co.uk/world-news/2022/03/29/ukraine-russia-war-latest-peace-talks-zelensky-putin-mariupol/#:~:text=Russia%20has%20said
Russia has said that it will "drastically reduce hostilities" around Kyiv and wants to "de-escalate" the conflict in Ukraine.

How much longer do we have to wait ?
All the media coverage about upcoming tech.disruption / lack of mined resources - there still being no movement back to an high (min) sp that occurred without reason.
Just hope that the risk associated with UKR at war is reduced as a result of the talks in Turkey today - but being cynical expect to be played like a twat by the politicians and FinCen - yet again !! Prepare for a volatile mood setting !!
Let's get that DFS OUT and for CEZ to actually make a decision in which direction the mining of Li+ in CR is going or it could miss out very badly (economically and politically).
There is only so much patience one can have !!

Ahhhh - 'beechknot - the bot - ignore.
(Appears on other forums !!)