Member Info for fpvone

Green bushes ships lithium that has been reduced to 40% pure. Then it goes to China for process to hydroxide or carbonate. After that finished product ships to customer quite a long route. But here again we have the clincher we ship finished product so no long shipping routs for us. I think with the check listing it might be a catalyst for big news as the politicians will claim credit. Let's be honest if this is pulled off they deserve it. EMH will ride the wave and hopefully everyone will say were the hell did this come from.

They will not let bid rise ringing last drops out. This needs a bit more volume hard bounce then.????

I think you have hit it on the head. There has to be talks between the players to scope out the needs and timeframes. If it is the case the battery alliance will make a huge investment shortly. Maybe the dialogue is along the lines of supply agreements to give the banks confidence if and when this breaks 240000 that's 10x????

Elon musk has met with Herbert diess of VW in Germany the meeting was about future of EV. He drove the VW I. D. 4 wonder if they talked batteries. There must have been something because Elon wants to make sure the transition to electrification and VW is slowly becoming a leading producer.

Hear hear I would like to know what sp scenario is at 2x and 3x of 22500 tons. I. Know it's not a straight multiplayer???

My phone changes text when I post sometimes it makes me look more of a dunce than my 89 iq

Yes they have integrated the Maxwell dry process into their batts. They are easily at $100/kwh on the packs miles ahead of everyone. What the big auto has learned you have got to vertically integrate to controlling costs. They were howling in protest when Lg put the price up 10% but had no choice even after price rise they could not supply. Hyundai stopped ev Production for short while no batteries. Even the mighty Tesla are asking nickle producers to knock on their do for supply agreements. The pressure is on if auto thinks it can just squeeze supply that a mistaken view. VW got a shock when nobody answered their call for battery materials(cannot remember what) and was basically told to sod off with all the attached conditions. I think we are at the very beginning of a very big panicked if played right fortunes will be made.

Mmmmmmmmmmm because they need them

Yes maybe in 20years they have only got to proof of concept. Not a hope for a decade minimum. Any lab with the slightest chance of new products knocks on Tesla's door first they have the bucks to drive innovation always first port of call.

Looks like venture capitalists in the USA are turning to battery storage as the next big thing loads of $ flowing into wind and battery storage instead of peaked plants. This will suck up loads of lithium yummy yummy??

How many times have we seen this as soon as buying pressure off sp slammed I think it's like a tree shake always happens when volume is low. MM now have their float didn't cost a penny.

The pfs said 22500 this I think was the number they reached for minimum spend. Also it was based on 10% of resource. That's why the sp tanked a major error on management part. The scope for increase in production is huge but you would have to spend on process plant the numbers should be good because of scale??

Yep when they have had their fill hopefully float dries up then booom

Ha ha ha

Why split kdnc is run by the Homer Simpson of the investment world go for quality any rise in kdnc will be diluted into some magical scheme

What is driving this up 11trades for little money???? Is there a big buy in background. Another thought are traders clearing books to let the share free run this is very near boom time uplift in volume and it's off to the races?????

That's fair value at 25000 tons nowhere near enough at some point the extra has to be priced in?????

Tesla has a company that totally recycled their end of life cells and reuse all the minerals cheaper than buying new at scale

The factories that Tesla has is in the gigawatts range the factory in Austin Texas is in the terawatt range x1000

After Elon musk called for more nickle he probably has a few people knocking at his door. But Tesla are not afraid to move early if he sees value and long term supply what a coup if a comprehensive supply and funding deal was struck I can only deal.