Member Info for GaiasKidney

https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/lithium-forecast/

Numbers

https://twitter.com/lithiumionbull?lang=en-GB

New firmed up from H2 this year.

https://www.juniorminingnetwork.com/junior-miner-news/press-releases/2224-nasdaq/pll/133694-piedmont-lithium-amends-agreement-with-tesla.html

This should quickly bring in significant revenue to peidmont which would logically be used to build out Tennessee and finance their share of Ewoyaa. Chance of any delays more reduced, certainly with Ewoyaa improved.

Numbers tell the story.

GLHs

A share mag has just done a 'top 20 Li stocks to watch for 2023'

Only day one of trading of course but so far I've not found one on their list that is beating (not listed) atlantic. Is the lesson that merit beats promotion, be that paid for or not? I wonder. ;-)

Good start.

Up 27% on 2021 close.

Pretty good when ftse100 was flat and 350 mining down a large 40%.

23 is our year

GLHs

Steve Levine

https://mobile.twitter.com/stevelevine

3h back.

Looks clear.

Yes N2s I think they deliberately chose a conservative low price to demonstrate that Ewoyaa will not only remain viable at such low SC6 prices that may occur in a downturn, but in fact will still be handsomely profitable for holders.

And of course if the actual factual prices that are pertaining today for concentrate also hold ahead as this goes into production - which those who specialise in the lithium energy transition anticipate - then present Atlantic Lithium shareholders will soon find them selves set for life. Conversely also with a downturn the Ewoyaa mine will have a far lower risk of shuttering than many many other producers.

And those schemes and cos that are still many years from production will.... well, at such times.... be slaughtered. For some of these cos I can see the present period of big name analysts' (self appointed?) negativity already impacting those shares where they have a long way to go and don't yet have much of use discovered and proven. Sorting wheat from chaff never more important.

Less than two years to production here. Makes this share so much stronger.

ATB.

95m @ 1.48% Li2O from 5m

https://twitter.com/MinerDeck

Just one of the intercepts this year that will add more confidence (if anymore needed) in the further expansion of the already massive 30mt defined resource at Ewoyaa. All gone into a PFS where high purity is confirmed across all that is included, where

"No significant petalite or lepidolite has been observed"

This PFS is stating what will be mined.

And that is not far away now. Nor is it far to get this highly desirable litium to port and across seas - so few have this great advantage.

There is a small handfull new lithium mines coming on now. Take a look at how these cos' SPs moved in the 2y period prior. Ewoyaa is less than 2 years to first production.

24mt of ore gives 3mt of spodumene SC6. Contract pricing today is 5.5k/t.

That's LoM revenue of 16.5bn. Oh and almost forgot: "Processing Cost $7.77 / tonne. Per tonne of ore processed" in that PFS. These are the facts as submitted to London Stock exchange ASX.

GL holders.

RNS 25 June 2019:

"From the XRD results, spodumene represents greater than 91% and up to 98% of the available lithium within all pegmatite types tested, with trace lepidolite, petalite, eucryptite, amblygonite, triphylite and other secondary lithium-phosphate phases."

Trace.

Proactive same day:

"In addition, the analysis showed very low level to trace amounts of undesirable petalite, eucryptite, lepidolite and amblygonite."

https://www.proactiveinvestors.com/companies/news/222737/ironridge-resources-reveals-positive-testwork-on-ewoyaa-lithium-project-222737.html

PFS RNS 22 Sept just:

"The mineralisation at Ewoyaa has been confirmed to be associated with spodumene bearing pegmatite as the main lithium bearing mineral. No significant petalite or lepidolite has been observed. The deposits show good continuity of the main mineralised units which provided for drill hole intersections to be modelled into coherent, geologically robust domains. Consistency is evident in the thickness of the structure, and the distribution of grade appears to be reasonable along and across strike."

No significant.

So Goolang are you mature enough to accept you are spreading lies about the pegmatite deposit at Ewoyaa and stop or are you going to remain as the lieing child on this forum?

We await your comment.

Ignoring China covid > Tesla rout > aus lithium sell off and instead look to be doing the DD graft and buying ALL.

Interesting.

Roll on 23

Ooooh, are we going to get MrP here next??

Goody goody.

Ho ho ;-)

Yes, those large buys Friday were noted.

Welcome twib.

https://investingnews.com/chris-berry-lithium-update/

and so much more troubling, an appalling unwarranted death toll coming. Despicable regime.

https://www.rfa.org/english/news/china/covid-infections-12232022124110.html

Good accumulation level then!

Eye catching rns from Pilbara on the sc6 offtake pricing they've secured just.

Makes a sum and some here :-)

https://www.reuters.com/markets/commodities/lithium-still-super-charged-supply-chases-after-demand-2022-12-15/

There is a distinct upside risk that from any point ahead Peidmont will receive grant money from the US IRA to accelerate the development of the supply of imput spodumene for their already gov grant part funded Tennessee hydroxide plant. Obviously this would then go directly to funding the build out of Ewoyaa as that is stated by Peidmont as the source of the Tennessee feedstock.

That could drop any day. That I have very little doubt is something the self appointed 'sheriff of AIM' has neglected to disclose to his posse of (idiot?) acolytes.

Very suddenly fully financed but will only know with the news. Who would think such?

GLHs

Two experts for the price of one

https://podcasts.apple.com/us/podcast/episode-150-chris-berry-listener-questions/id1483677267?i=1000590493900

DRG hold via Pershing and Vidacos . Listen to 'Ardass from around 10m20 in Oct pres. ;-)

Holding list seems to get updated on ALL ws about once per month.

Herbe has quite a lot to say on approaches in the IG vid a few weeks back. From ~9min in.

DYOR.