Member Info for Fingersxed

EUROPE’S EV GIGAFACTORY CAPACITY PIPELINE GROWS 6-FOLD TO 789.2GWH TO 2030
https://www.benchmarkminerals.com/membership/europes-ev-gigafactory-capacity-pipeline-grows-6-fold-to-789-2gwh-to-2030-berlin-summit-to-dissect-battery-megatrend/?tw

sorry did you say this on HC tsibis " Nah mate, it's a guestimate of course. I don't claim mine to be correct, I don't have a crystal ball. " so full of ????? , so don't tell every one as though you do have a crystal ball .

A guess by you , in your mind , is also interpretted as a Fact in your mind tsibis , so who then is actually detached from reality ? " This by itself can take up to 12 months from where we are. " your comment , you have no facts to support your statement and have no idea how this EIA will pan out in reality nor have you any idea where we are at the moment . So seriously your statement /guess is irrelevant .

?Production in 2024 seems all the eyes and dots have been mostly been done or expected to be done in the existing time frame , Dec 2024 is only 33 months away and I expect the build to be at least 24 months so all the dots and eyes in next nine months   including that illusive offtake in next six months . But I thinks they will be earlier than that .

IP , we believe in Australia that China’s ambitious Belt and Road Initiative is to eventually take over the world , Our State Gov ( Victoria ) did a deal with them and our Feds have since made them rewind it . Look out Argentina .

The way I see it Tomcoves , can only be VIDACOS NOMINEES LIMITED , Cadence or KC himself . They seem to be the only ones with that sort for quantity Vidacos , would not need to do a major holder notice as is only 3 % , Cadence has to as well as KC

Lithium spot soon to be $100 k a tonne and Tin will get to $50 k a tonne
Tin - Cash $46,627
Tin - 3Mth $46,412
Major oak , and you wanted them to sign a tin offtake ages ago , I would be happy that we do a tin offtake at $50 k a tonne . Our project value underground $700 Billion + lol and I used to spruik $70 billion

Mr Ellison said customers were willing to pay close to $US3250 per tonne for spodumene on daily markets, but he said Mineral Resources and most other Australian miners had no uncontracted volumes to sell into that high price.
https://www.afr.com/companies/mining/ellison-says-no-crash-landing-for-lithium-price-boom-20220209-p59v2z

Now a prepayment might be a little harder to orchestrate , without a decision to mine . Still this too could be written in subject to the decision to mine .

Wrong again tsibis . Besides there is already plenty of indication that CEZ will mine , there are plenty of offtakes with honey moon clauses . Nearly all of them in the market at moment have honey moon clauses . Tesla making the deal with Core has a honey moon clause , and it is only for Spod which they will need for Navada , They want Hydroxide for Berlin , and shows the possibility of what our offtake may look like ie market rate with floor and ceiling prices . Offtakers are also understanding now that they will need to get first in queue if they want guaranteed supply .

If all 200 factories were operating at full capacity , they would require 3 million tonnes of Lithium
https://www.visualcapitalist.com/mapped-ev-battery-manufacturing-capacity-by-region/

Berlin Gigafactory
Much the same as Texas, but opening is currently slightly delayed and is waiting on a manufacturing permit from the German authorities. Test Model Y's have already been produced at the factory and it is hoped the factory will open in Q1, 2022. Initial ramp to ~500,000 EVs pa, with potential to expand and grow towards ~2m pa over time.
Tesla gunna need minumum 20,000 tonnes of Li per annum building to 80,000 tonnes per annum

?ie $78,176.98 usd a tonne or $107,814.73 AUD 
LithiumCNY/T493500.00 14,000.002.92%10.28%29.02%600.00%Mar/01
https://tradingeconomics.com/commodities

Europe’s gigafactory boom in full swing with another plant announcement
https://www.pv-magazine.com/2022/02/17/europes-gigafactory-boom-in-full-swing-with-another-plant-announcement/

Tin - Cash $45,529
Tin - 3Mth $45,224

Only a matter of time we will see spot at $100,000 a tonne
Lithium CNY/T $473,500 Yuan up $13,000
https://tradingeconomics.com/commodities

"My view is that the lithium miners are currently like a tightly sprung coil. As soon as the market sentiment and macro issues improve that coil should spring open propelling lithium miners stock prices higher and closing the current huge disconnect."
Don't forget Matts best pick is EMH

The recent disconnect between the more than doubling of lithium prices and lithium miners stock prices falling would only make sense if the sector was in trouble, yet EV sales are setting new records, up 108% in 2021
https://investorintel.com/markets/technology-metals/technology-metals-intel/explaining-the-huge-disconnect-between-commodity-lithium-prices-and-lithium-miners-stock-prices/

That scares me Ip , cause some of us here in Oz , think we are number two after Taiwan . We do supply them with nearly everything they want and need . And we know how good their fireworks are , which we saw recently for the new year , I reckon their bombs would be pretty good too .

Us Ozzies have already reacted fiercely to this invasion , we immediately put sanctions on a couple of rich dues this morning and a bank or two , by this afternoon , we increased those sanctions to a few other rich dudes , some more banks , some high ranking military personal and the whole Russian parliament members ( 300 aprox ) . LOL but guess what , they , the sanctions don't start til 30th March . Derrr that sent an important message , don't ya just love bureaucrats . Bloody hell so proud of our move . Makes our ANZAC status look a bit daft .