Member Info for GaiasKidney

Nice!

https://www.argusmedia.com/en/blog/2022/november/28/podcast-metal-movers-lithium-supply-in-eu-with-tees-valley-lithium

Adding.

GLHs

Hi All. Always been watching.

Looks like the nadir in negative sentiment is upon holders...... and at the darkest hour just before the ('they will never get', but I now think they will get) financing, dawn.

Repositioned with a few....... by taking a bit of profit from? ...... Yeah, that's right, that short order 3 bagger.

GLA holders and ATB

https://lawpath.com.au/blog/what-is-an-alternate-director

Yep I also always like simple 9B.

Guess it will depend on how far OEMs take on ESG and push that up the chain. Expect Europe will tie them selves in knots about it more than get-it-done US. Who would easily take all Ewoyaa can shove out.

Great that TVL have secured site PP. Finance - some 20x the holding co Alkemy's present MCAP - to come next will be the real make or break for holders. Consider it a very high risk but also potential high reward venture.

Of note is TVL to be low carbon* so they plan to import part refined lithium, eg sulphate and not ship some 80% waste as they put it, spodumene. However there might be considerable future merit for Ewoyaa to get in on that further processing act.... it's a trend!

*Proposed final production of 96kt/y of hydroxide if fed by spod would require some 600kt/y of that feed stock. More to do with them having a site in the chem park 1km from port side and no rail connection IMO. Green Lithium beat them to it ;-)

Direct USA - Ewoyaa. looks like the structure exists for this. Klein's RSC E62

https://t.co/X6RBgr5XsY

Excellent

That a refiner like TVL can make margin around $10k/t of produced hydroxide and with using the feedstock they envisage is supported by the last chart in the article showing the margins being achieved today by present miner/refiners.

If they also get to their stage 4 circa 100kt/y hydroxide production you then have ~1bn cash flow. That would support a 8bn region valuation reckon.

Alkemy retaining just 10% of that still offers astonishing upside from where this is now..... this could pan out at far more than 10% retention... and can all happen far far faster than a new lithium mine ever can!

DYOR.

https://twitter.com/globallithium

https://twitter.com/gerardreid14

J P Morgan 'reality-checking'. Massively upgrading and extending high prices forecast.

Forecasting

"Lithium Forecast: Lithium Stocks Will Be Wildly Bullish In 2023

Because of the coming deficit in the lithium market, the booming lithium price and softening conditions in broad markets, we believe that lithium stocks are the place to be in 2023.

Our lithium forecast 2023 is strongly bullish. Lithium stocks will be the place to be in 2023 but stock selection will be key to success.

A Very Bullish Graphite Stocks Forecast For 2023

Based on our research we have a very bullish graphite stocks forecast for 2023. We believe that graphite stocks are deeply undervalued"

https://investinghaven.com/forecasts/10-market-forecasts-2023/

Forward looking so as ever D...

Yep, hold 2 modest speculative graphite plays. Their time is coming.

If the West is genuine about building out the full EV chain independent of China then amongst all the other production facilities many anode sheds will have to go up.

https://rethinkresearch.biz/articles/goldman-ludicrously-suggests-lithium-satiation-looms/

Guess we'll see who's right.

https://investingnews.com/lithium-stocks-fall-banks-bearish/

!

https://www.spglobal.com/marketintelligence/en/news-insights/research/lithium-project-pipeline-insufficient-to-meet-looming-major-deficit

". We value PLL's 50% stake in Atlantic Ghana's NPV (net of US$125MM capex commitments) at ~US$1.3B."

50/50 then. FID countdown sub one year.

https://t.co/2RrLTgfqFy

Atlantic to follow.