Member Info for GaiasKidney

https://www.timesnownews.com/auto/electric-vehicles/us-ev-battery-booming-as-orders-overwhelm-lg-energy-solution-article-97413811

ALL - right place right time.

https://midasletter.com/2023/01/lithium-markets-everything-you-need-to-know-in-2023-ili-markets-interview/

Licence expectation improvement.

From Albemarle

https://s201.q4cdn.com/960975307/files/doc_events/2023/Jan/24/2023_01_ALB_Strategic_Update_PPT_Web.pdf

Gets interesting from slide 30.

This a major part of the lithium chain but no attachments to what atlantic lithium are building - BritishVolt's demise:

https://www.wired.co.uk/article/the-collapse-of-britishvolt

https://twitter.com/LithiumIonBull/status/1616192081583640578

https://twitter.com/LithiumIonBull

Copy hats!

Looking like the market has indeed removed the finger from up.

Onward!

*= v o x m a r k e t s

https://www.**********.co.uk/articles/atlantic-lithium-year-in-review-delivering-ghana-s-first-lithium-project-00a0d32/

Saying update on MRE end this month.

Bets on the numbers? Will go for 38mt and reserve to 25mt.

Might even shift the price a bit!!

"While ALK is ahead of Britishvolt and green lithium"

Britishvolt has today gone into administration

https://www.ft.com/content/aef7acc5-6c4b-47b3-9ff4-e60d70b615bc

With neither the private sector producing the required investment nor effective and timely state support this, and the only British green revolution ev battery project that got going, has failed to proceed. If the chain is not built the UK car industry will disappear this decade.

I dispare at times at the lack of vision and action in this country and in the face of the obvious proven imperative.

Can TVL sumount this attitude? I do not know, but cannot afford the risk. Disappointed.

GLA.

A two faced vampire squid

https://paolarojas.blog/2023/01/14/goldman-sachs-vs-lithium-part-2-twitter-thread-unrolled/

Paola has their number.

soon .... or wait for TVL to get their construction finance?

For Europe I am seeing headwinds that may make it more troublesome, setting them selves against the strong case here.

This just out has me thinking

https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.youtube.com/watch%3Fv%3DFkygDhUCRHI&ved=2ahUKEwjmxYXJtcL8AhXjnFwKHRRlA90Qo7QBegQICBAB&usg=AOvVaw1Ups_eF8pKARptKnmRkfau

Wait and see?

GLA

https://www.ft.com/content/09588f24-f03d-4ebb-b198-8ee8466e92e2

Peter Hannah

"....- The result is a market that looks and feels sluggish for the time being. Domestic prices are leading the move downward, but seaborne markets are starting to follow. Liquidity has been thin in the Cif Asia markets as buyers wait for offers to drop from sellers viewing this pullback as temporary.

- And it may well be temporary. Fundamentals remain tight and, once past the CNY holiday, consumers should need to restock. On the supply side, hitting presentation-deck timelines is, in many cases, proving predictably difficult.

- The calculation further out is one of relative risks. How you weigh the potential demand impact from worse-than-expected macro conditions, versus the risks of under-performance in the supply response, will largely define your stance as a bull or a bear. The bulls will point to recent history of demand surprising to the upside and supply to the downside. Bears will likely cite Chinese lepidolite expansion as a game-changer..."

https://www.linkedin.com/posts/peter-hannah-54663147_lithium-activity-7018517535549476864-I4oM

Passing all these milestones involves risk. However for me the largest risk I see as to what share price ahead this should go to is the sale price they achieve over the medium term for their product.

A major retreat in spod prices could even result in a FID being shelved. Likely? Not imo. There would have to be severe ev demand destruction or a new technology rapid adoption shock. Stabbing at how prices do develop though presently gives highly variable results from multiple dyor exercises.

This risk in particular is what accounts for the present remarkably high mcap discount to half of project npv aisi. For instance a discount of some 95% for Ewoyaa selling sp6 at 4k from my estimates.

Global to November 22

https://insideevs.com/news/629918/global-plugin-car-sales-november2022/

For December largest seller BYD figures

https://insideevs.com/news/629273/byd-plugin-car-sales-december2022/

Growing despite covid chaos!

The co have flagged their expectation that the licence to extract will take around 12 months to be awarded from application. That went in last autumn promptly after the PFS publication, a requirement to apply. Could come earlier, would be great.

Also ahead that should further derisk here are expanding the MRE - high 30s mt - and later the DFS/FEED (which with a higher MRE and reserve should offer a higher project RoM - circa 2.5 to 3mt/y giving 300 to 350kt of SC6) that study will then bring on Peidmont's FID.

By construction start valuation here should be predominantly driven by expected future earnings...... we have those sums In mind :-)

Cheers

SW. Indirectly.

Ie implicit shovels in ground immediately on ML grant, 1y build time. Peidmont have stated expectation of first SC6 shipping q3 '24 and 1/4 of PFS annual production = 32kt by end '24. It is a relatively uncomplex mine build, but we shall see.

SC6 higher or lower than 4k by then? Place your bets!

ATB.

Agreed Zan at this early stage it all falls on how the resource expands and can be proved up with volume, quality and accessibility. Very good that exploration is financed to PFS.

If they can Jorc this to say 20mt and above 1% they will then have a very good chance of taking this all the way. 2 to 4 year job reckon. We have skilled people with a track record here.

ATB.

And a good thing for Atlantic

Phillips with the upper hand

https://tdameritradenetwork.com/video/piedmont-lithium-pll-ceo-on-new-deal-with-tesla-tsla-#.Y7bdNLCc67M.twitter