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A Major Supply Shortage Is Set To Hit Lithium Markets
https://oilprice.com/Energy/Energy-General/A-Major-Supply-Shortage-Is-Set-To-Hit-Lithium-Markets.html
Other highlights :
World lithium deficit a boon for Zim
The Top Reasons Lithium Prices Will Soon Spike Higher Again
Consumer Electronic Lithium Battery Market 2020 | How The Industry Will Witness Substantial Growth In The Upcoming Years
Europe unveils plan to hike green growth; Lithium-ion battery costs to hit $100/kWh by 2023

Industry in the Know ???
Piedmont Lithium sees more deals with carmakers following groundbreaking Tesla supply agreement
Tesla in search for ‘massive’ amount of lithium for battery production
Supply security a rising issue for EV makers and battery producers
“I think they [Tesla] like to have their suppliers close to home. That’s true for all the auto companies we talked to as well
https://stockhead.com.au/resources/tesla-supplier-piedmont-lithium-expects-more-deals-with-carmakers/

https://auto.economictimes.indiatimes.com/news/passenger-vehicle/cars/vw-ceo-says-will-announce-important-strategic-steps-this-year/78411564

"However , efforts to transform the value chain must be further stepped up to support the European Commission Green "Deal

They have also publicly stated that they want 80% of all lithium consumed in the EU in 2025 to be sourced in the EU.
I’m not sure if that’s possible, but 1 thing is for sure – it can’t be done without Cinovec!! and eventually Europe will need minimum 600,000 tonnes of the stuff just for cars
https://www.google.com/search?rlz=1C1SQJL_enAU813AU813&sxsrf=ALeKk01PfdK5gq6IjYBqbp7rD6xoOzWhRQ%3A1601449081667&ei=eSx0X9WRKPqZ4-EPy9y3iAo&q=how+many+cars+are+sold+in+europe+each+year&oq=how+many+care+are+sold+in+euope&gs_lcp=CgZwc3ktYWIQARgAMgQIABANMgYIABAWEB4yCAgAEAgQDRAeOgQIABBHOgIIADoICAAQFhAKEB46CAghEBYQHRAeOgYIABANEB5QucAKWOzvCmDDjQtoAHABeACAAYMCiAGKHJIBBjAuMTEuN5gBAKABAaoBB2d3cy13aXrIAQjAAQE&sclient=psy-ab

We have, for example, considerable lithium resources in Europe. We are positioning ourselves so that by 2025 we will be almost self-sufficient in lithium for our batteries. Umm what does that say about EMH ?
" That means 200/ 300,000 tonnes of Li "
We must boost our own domestic capacity for primary raw materials and for secondary raw materials through enhanced circularity.
https://ec.europa.eu/commission/presscorner/detail/en/speech_20_1776

Toyota's annual global electrified vehicles sales could reach 5.5 million by 2025: Executive
https://auto.economictimes.indiatimes.com/news/industry/toyotas-annual-global-electrified-vehicles-sales-could-reach-5-5-million-by-2025-executive/78381406
a lazy 220,000 tonnes of lithium

Simon Moores: What to expect at Tesla’s Battery Day and beyond. But Tesla’s ambitions and future plans will not come to pass without hurdles. “Raw material availability should raise the alarm bells for Tesla considering their rapid Gigafactory expansions in Berlin, Shanghai and Austin,” Moores said. In fact, unlike when the Gigafactory 1 in Nevada started, there are now 167 more gigafactories or battery megafactories competing for the same raw materials, as per Benchmark Mineral Intelligence data. ....For Moores, both quantity and quality of lithium, cobalt and nickel will be Tesla’s biggest hurdles to get right. Graphite anode and manganese will also come with their own sourcing challenges. “There is no doubt now that regardless of how well Tesla’s vehicles continue to sell, raw material availability will be the primary slowing factor on the company scaling.

Including Northvolt colin h absolutely inevitable offtake coming , PLL were only 8.5 cents without off take too now 38 cents and market cap at close $440 million absolutely where EMH will be . The tesla off take was only for 8,000 tonnes , I bet our first offtake is 40,000 tonnes , so will that value us four times as much as Piedmont market cap ?????????????????????

https://steelguru.com/metal/sms-group-supplies-feed-for-lithium-battery-chemicals-facility-in-czech-republic/563584

Quick comparison….

Production PLL – 22,700 tpa LiOH
Production EMH – 25,267 tpa LiOH

NPV PLL – USD 1.1 billion
NPV EMH – USD 1.1 billion

IRR PLL – 26%
IRR EMH – 29%

CAPEX PLL – USD 545 million
CAPEX EMH – USD 483 million

Market cap PLL – AUD 411 million
Market cap EMH – AUD 67 million – (EMH owns 49% of project so double market cap to reflect full value – still only 134m)
The future is bright , right place right time .

Piedmont presentation reads identical to EMH , Yet EMH market cap $50 Million Piedmont currently $438 Million
https://www.asx.com.au/asxpdf/20200902/pdf/44m7r1vxsrkjff.pdf

Piedmont ready to open another 40 % higher this morning , that's what we can expect we off takers . Why wait for the inevitable ?

Lithium market news - EU sounds alarm on critical raw materials shortages - Needs 18x more lithium by 2030, 60x by 2050. BMI is tracking 167 megafactories (2,697GWh) by 2028.

https://seekingalpha.com/article/4376568-lithium-miners-news-for-month-of-september-2020?utm_medium=email&utm_source=seeking_alpha&mail_subject=matt-bohlsen-lithium-miners-news-for-the-month-of-september-2020&utm_campaign=rta-author-article&utm_content=link-0

So the market cap went up for Piedmont by $144 million for 160,000 tonnes a year for spodumene at $1,000 a tonne , what will happen when we get 160,000 tonne off take for Hydroxide at $14,000 a tonne . blue skies guys . Peidmont market cap now over $300 mil some where , where EMH should be right now aprox $2.00 a share .

prompting an 83% surge in the Australian lithium miner's shares.
https://www.reuters.com/article/piedmont-lithium-deal-tesla-int/australias-piedmont-signs-lithium-ore-supply-deal-with-tesla-shares-surge-idUSKBN26J03J

EMH will be next , but why wait for the 83% surge if it is inevitable in the first place

They will all eventually come !!!!
Hedge Fund Bets on Lithium Miner After Big Electric Vehicle Win
Our Headline : " Hedge Funds Bet on Lithium Miner After Big Off take agreement with Volkswagen " and Kc sort of mentions 3 to six months .
https://www.bloomberg.com/news/articles/2020-09-25/hedge-fund-bets-on-lithium-miner-after-big-electric-vehicle-win

By 2025, Volkswagen Group plans to have 150 GWh of annual battery demand . That is 120,000 tonnes of Lithium fellas
https://cleantechnica.com/2020/05/25/volkswagen-id-3-wins-design-awards-volkswagen-battery-plans-slowly-progress/

https://www.navyrecognition.com/index.php/news/defence-news/2020/september/9029-south-korea-develops-lithium-ion-battery-for-new-jang-bogo-iii-class-diesel-electric-powered-attack-submarine.html

https://im-mining.com/2020/09/23/sms-group-assigned-feed-work-cinovec-lithium-project/

A broker advised Dvsfm
Trade gate Germany traded 26 p , Oz traded close to 26 p , what in the hell is your market maker ding on AIM ?