Member Info for fpvone

Another issue that will effect supply is the users are the rich West. E. U lithium supply is a sh*t show sebia been rejected Portugal in limbo zinwald slightly stalled. Don't even start with EMH cez 51% owner talking about production start in 2026.The only one who seems to be in a hurry is Cornish lithium. No wonder big auto is in big trouble they are stalling as much as possible at vertical integration. You would think they would accelerate because of falling diesel sales but no they are in their silos and think they are safe. Big mistake.

KOD nothing to do with Elon directly. But it show how end users are pushing for product to secure supply. I know Bernie is aware and genfang will have limited room to maneuver because they will be under pressure to deliver their own targets to. Chinese proccesors are running out of easy targets at moment so will pay fair price.

Difficult to say but the spread is tight so that could be a clue.

Tesla has a development site in Nevada. They have said that they are interested in lithium clays as their preferred material to extract lithium. Main concepts are a low energy and environmental impact in extraction. If this is proved up and is transferable to other types of material is any bodies guess.

Did anyone read the memorandum?????????

Generally what I do is set a target and sell. I follow kod and trade so I can increase number of shares own. I invest according to the narrative of company kid has been a slow burn but is highly rewarding. I feel we are either approaching the end game or the beginning of new phase either way looks good.

There seems to be 2 timelines forming here. One that is controlled by majority shareholder(which is bonkers) and one from minority shareholder but has information in public domain that suggests about year end for mine FID this should kick off the development cycle. Very confused at moment.

That's why it was down all day filling order huge buys collectively

Remember it's the processing that's a huge bottleneck at moment. Genfeng is sweeping up all available low hanging fruit at moment. As producers expand availability of finished product they are trying to fend off price rises in raw materials. So it's in their interest to lock in as much as possible. E. U. Not a bloody hope still about 3 years behind curve the Chinese are running away with it. Big auto still using third party supply and by the look of it they are not moving to LFP cells. Good luck with that. Nickle has about priced itself out of market they will be hung out to dry bankruptcy is a very real thing. Personally I think some have already chosen a planned route to this and are trying to extract as much as possible on way down.

I was expecting bigger drop on opening bought final top up this morning 5mill now. It looks like 90% of trades are hedge funds looking for direction.

Tesla is mining in Nevada they are trying to develop a new way of extracting lithium in a more environmental way. If Elon wants to expand into new mines is anyone's guess???

I am with III when I have trouble buying I put a buy in very slightly high normally does the trick??

Personally I think biggest bottleneck is the regulatory framework. They do not give a fig nobody wants to ok a mine as if it goes wrong it career over. They drag everything out until they have to move. Let's be honest the Germans are not the brightest bunch look at their gas supply what a sh**t show. Until they have good political cover nothing will happen.

If you bought 5 years ago you have 20x where is the risk for you??

For Germany read gangfen

Do not forget German supply all the Chinese processors so when the time is right they will move. You have CATL, BYD and many others wanting reliable or high volume supply the lithium must not stop. The LifPo4 cells for cars and power systems will be measured in gigawatt /hrs that's 10,s of thousands of tons of lith needed

I thought Tesla was on the hunt but I think they are more interested in Nicole at moment. This is shaping up for VW if they survive.

There is going to be a major realignment of energy production in EU. This will make Europe more self sufficient but they are still reticent on nuclear do not understand it. Lithium is now a strategic material you would think they would get a jog on???

BOOM BOOM

It was the timing of RNS very suspicious.