Member Info for GaiasKidney

The co and shares are presently pretty much invisible and shunned, whereas the demand drivers for the West to fully build out their own mined feedstock to EV supply chain are becoming critical.

With Li prices remaining strong and defying recessionary forces the upside revenue potential from this project is very high when comparing to the present 5m Mcap.

This can be built far far faster than typical Li mines.

GLA.

Peidmont's lockin expired this month. 1/7/21 RNS:

"Stage 1: Investment into IronRidge Resource Limited (AIM: IRR) (c. US$15m)

-- Piedmont Lithium to subscribe for 54,000,000 Ordinary Shares in the Company at a price of 20p per share ( GBP10.8m (c. US$15m)) with a lock in provision preventing the sale of the shares for 12 months.

I am steadily adding at these levels, but don't expect big rises pre the ASX list with new issue. They will want in as low as they can.... Inc PLL buying back?

Games! We all know there is a 20 bag here.

ALL Being closely followed on HC PLL, particularly re upping the ore thoughput, something I've advocated since.... as soon as the resource first went up post the SS.

Reckon in the end 50m+ will go into the DFS, fully justifying 500k/y SC6.

https://hotcopper.com.au/asx/pll/discussion/

Platts

https://mobile.twitter.com/search?q=%23LITHIUM

"Why unconventional lithium resources shouldn’t divert focus of the market to address supply shortages"

Fastmarkets

https://www.fastmarkets.com/insights/why-unconventional-lithium-resources-shouldnt-divert-focus-of-the-market-to-address-supply-shortages

Looking like 30 is the floor. Still adding :-)

https://www.proactiveinvestors.com.au/companies/news/987209/atlantic-lithium-targets-australian-listing-987209.html

"
Howard Klein
@LithiumIonBull
·
Jul 9
Fully funded $ALL.L in the family of Tier One #lithium deposits and partnerships

Looking forward to upcoming #hydroxide plant study and site location for LHP-2
@PiedmontLithium
to be fed by Ewoyaa #spodumene

Ghana Rocks!

$PLL $ALLIF
Quote Tweet
Atlantic Lithium
@AtlanticLithium
· Jul 7
Atlantic Lithium hosting @PiedmontLithium this week on a 5 day site visit to the Ewoyaa Project area, Ghana"

https://mobile.twitter.com/lithiumionbull

https://youtu.be/AAT1g488kbg

https://twitter.com/AtlanticLithium/status/1545007219183345664?s=20&t=Jn9JIBRhAIxLCFEQQB3KwA

Looks like the low is printed at this level with a 10% rebound in just 2 hours.

It's been a great time to add.

Roll on a scorching PFS.

GLHs.

https://twitter.com/i/status/1544434695420747779

The Assay

https://www.theassay.com/articles/investor-insight/navigating-europes-lithium-supply-chain-conundrum/

https://youtube.com/watch?v=1sgKozDmi0o…

https://mobile.twitter.com/lithiumionbull

Been buying today :-)

Their July presentation just out, found here

https://www.fool.com.au/2022/07/05/own-liontown-shares-here-are-3-takeaways-from-the-companys-investor-presentation/

There is a chart showing that even at spodumene selling at 6.5k processors eg peidmont will still make a very profitable 35% margin if selling hydroxide at 75k. There is also a comparison of capital intensities of multiple projects, Ey, though not mentioned will come out on that list by far the lowest. - shallow, open pit, near port, services in place.

https://stockhead.com.au/resources/beyond-the-sell-off-in-battery-metals-stocks-heres-why-lithium-is-standing-tall-as-other-commodities-fall/

..as they grow the project " , the project capex that is, ie higher production from Ewoyaa. Peidmont, Phillips saying this. First time I've heard this from those financing this, not just analysts, eg Hooper, Fernley.

From 11m 35 https://www.investors.com/videos/why-lithium-is-becoming-irreplaceable-element-to-automakers/

The SS last year had 300k of spod per year for capex of $70m and resource of 14mt? They now have 30mt+. With KP now voicing they have it in mind to build a bigger operation, ballpark 500kt/y is looking far more feasible. If they combine that in the upcoming PFS with a market based real world forward pricing estimate for spod on say a 5 to 7y view (I would put that at 2.5 to 3.5k) I think we will be looking at a cica $7bn NPV project and earnings for ALL's half above $500m/y.

That's bordering on an MCAP 20 bag.

Wouldn't say no!

"LITHIUM ION BATTERY PIPELINE BREAKS THE 6 TWH CAPACITY BARRIER
22nd April 2022 Batteries

Global lithium ion production capacity could reach over 6,000GWh (6TWh) by the end of the decade, based on current plans, as companies accelerate gigafactory construction in Europe and the US......

RAW MATERIALS LAG
Battery capacity is currently growing at twice the speed of lithium raw material supply, however.

A total of 6 TWh of annual battery production would require around 5 million tonnes of lithium, according to Benchmark. Production of lithium last year was around 480,000 tonnes of LCE"

https://www.benchmarkminerals.com/membership/lithium-ion-battery-pipeline-breaks-the-6twh-barrier/

5mt/y LCE! Have to get this from somewhere.

Phillips:

http://www.bnnbloomberg.ca/video/piedmont-lithium-s-ceo-promises-fantastic-shareholder-return-from-quebec-mine~2474257

https://www.mandiant.com/resources/dragonbridge-targets-rare-earths-mining-companies

More on PLL/SYA reopen

https://stockhead.com.au/resources/monsters-of-rock-sayona-and-piedmont-approve-110-million-plan-to-restart-canadian-lithium-mine-amid-price-boom/