focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
https://ec.europa.eu/commission/presscorner/detail/en/ip_23_1661
Figures based on $48k per tonne skews all of their calculations to the positive. No thanks….
There appears to be much more talk of raw material uptake on the twitterverse lately. All points to our resource in some way imo…
https://twitter.com/juliepolie/status/1592771112135725056?s=46&t=t8DrDQ27zzb5My88ij72gQ
The telegram appears to be in the post….
Skelly85, why don’t you just sell up then?
You mentioned this gigafactory reversal last week. I had a look online but could not find any reference to it. Do you have a link?
Having read the article twice now I still can’t decide if it was written by someone who has someone’s ear on the inside or if they’re just out of journalism night school.
Not a single quote from governmental or cez related personnel and a timescale that takes the gigafactory into the early 2030’s and the mine into sometime later than that. If true then I suggest we all chuck the towel in now.
VW it says would make the gigafactory decision without the Li mine being a consideration, really? If that’s the case then why are we not moving ahead at full steam with no consideration for the gigafactory?
The more I think of it the more I’m thinking B/S.
If anything it will spur the Europeans and Americans to play them at their own game. Any lithium or raw material input from any predetermined jurisdiction ie outwith what is applied via the ira act in any of the cars imported here will be subject to large tariffs. The Chinese must be giving CATL large kickbacks in subsidies in order to produce their lithium product. If this doesn’t gird the loins of the western world then nothing will. Mines will be built because we have no other choice
KC’s last interview with Rockstock he mentioned that at $25k the irr was around 53% and npv would double. This is before the production rate increase that we are also waiting on….plenty upside to come
Seems to me that CATL have announced this new pricing for domestic use Li supply by utilising their lepidolite reserves. This subject has been looked at before and the general consensus was that it is a high cost, dirty process that cannot compete with the other li extraction processes. As far as I can see this is all smoke and mirrors by the Chinese.
Good
Hyundai Tucson
I have watched all of the rocksteady vodcast and interviews in the last 2 years or so. It was interesting to me in that this was the first interview I’ve heard from HK where he appeared to be giving the interviewee a bit of a hard time. Ok he didn’t go overboard but he pushed it in such a direction that KC would be in doubt that shareholders are not happy with some aspects of how he is running the business. I think the Rockstock guys have been inundated with shareholder emails about the lack of news flow.
Yeah you have a point Dave. I was hoping that you’d read that sms were still in the game.
Dave, that looks to be good news but can I ask how you know this?
https://twitter.com/lithiumionbull/status/1621209239304785921?s=46&t=20JTWU4iEuSH5YjUG3xuWw
Great news
Exactly, I said that months ago. Hopefully however with a large wedge of cash from the eu then any underhand tactics will deter any nefarious activity.
Firstly fireball I think we all have to determine what CEZ want from their whole overall business. Do they look at the mine/processing and gigafactory scenarios in equal measure or does one upend the other? If the gigafactory takes precedence and with it all the inward investment that entails? Or do they see the mine as the goose that lays the golden egg and look to distribute their product to anyone who wants it? Either scenario is possible and I agree that we as a company are mere bystanders in this process. I'm completely convinced that the lack of any real meaningful dialogue from KC is down to him having his wings clipped and told to keep it zipped for the reason you mentioned. I guess we're stuck in limbo and will have to wait until someone else decides and as i 've bored people here before with a CEZ that plays with a straight bat and doesn't look for some loophole in the agreement stuffing us guys and at the same time "enticing" our management team with some form of inducement to accept a takeover.