Member Info for jimb2

Thanks @Mullins58,
Interesting indeed,

Does anyone know if there's an Alexa widget to wake you up to an RNS?

if not there should be!

Could Ganfeng make the move for the JV's as soon as tomorrow?

That would be a welcome RNS, failing that Amapa in just a few days, nice position to be in!

lithium prices look to be hitting a plateau with China heading into the new year shutdown but that should be followed with an uptick in late February, those battery giants are racing ahead with improvements including Ganfeng with a semi-solid state battery on trial and production facilities ready.

@maddog38

"it seems booobla has been retied , jimb2"

have you thought about getting handcuffs?

I wondered where booobla had gone!

Core blimey,

https://www.electrive.com/2022/01/24/ganfeng-lienergy-opens-10-gwh-battery-plant-in-jiangxi/

Ganfeng LiEnergy opens 10 GWh battery plant in Jiangx

This is the second phase of the factory, which now covers 330,000 square metres, according to Ganfeng Lithium’s WeChat account. The factory has production lines for prismatic lithium iron phosphate batteries, pouch cells as well as solid-state batteries

The production of solid-state batteries is apparently not only a preparation for coming product generations: According to the report, 50 Dongfeng E70 electric cars equipped with solid-state batteries from Ganfeng LiEnergy have also started demonstration operation in Xinyu.

#####

don't worry if it's not apparent, it's never happened before a lithium rush - no history so nothing reliable to base your expectations on - that's how j curves happen.

https://tinyurl.com/386nhh4d

Spearmint discovers lithium in all 10 out of 10 drill holes from its phase II drill program including its highest lithium drill core values to date of 1840 ppm Li & the best intercepts achieved to date with an average lithium value of 966 ppm Li over 220 continuous feet, including a high value of 1490 ppm on the Clayton Valley Lithium Clay Project in Nevada

Sonora - the jewel in the crown!

What's the demand forecast for LCE 2025, 2026, ...2030?

A good place to start - begin with the end in mind!

I'm sure Ganfeng thinks that way!

Battery tech has reached the price parity point to displace ICE, well if you are Tesla or BYD at least for now,

Computer says no!

trading4good - filtered

@EV_Bull,

that will leave a window of opportunity for Ganfeng that's closing very soon and could make the next few days very interesting.

@Barksy1,

A welcome quandary that we may have to face in days or weeks ahead, the imagination can easily run wild but when we look at the lithium space!

Worthwhile watching for the lth's on disruption in EV's and brings together a lot of what Tony Seba has been saying for many years with a fresh look - plenty of reference to him - 36 minutes or so long.

https://www.youtube.com/watch?v=M2FEGCUk2-c&t=37s

Keep in mind as you watch the progress in EV's and the increase in lithium prices since Ganfeng made the offer for Sonora, and we stand in the way for them to have 100% of a globally significant resource heading into a period of historic proportion in a technology leap.

I don't believe the negotiations will be drawn out, Gangfeng will need all the lithium they can get their hands on to meet the demand for a very long time to come.

Exponential growth - but many are still thinking in linear terms!

I'm beginning to think £200m is very cheap for our JV's

Thanks @Rosamund108,

I'm sure Ganfeng know our position with Amapa and would see the timing to their advantage to get a deal on the best of terms.

GLA

Well, that's good news, maybe that RNS will come Monday or later next week?

Over two years since this update, a great deal has changed and we know very little through Ganfeng newsflow considering what they released in November 2019.

https://www.lse.co.uk/rns/BCN/sonora-lithium-project-update-6u4gmnj3cbinyin.html

Ganfeng Review and Process Test work
The Bacanora project team in Mexico continues to progress the final design work for the mine site, infrastructure, concentrator and kiln sections of the processing plant. Representative samples have been sent to Ganfeng in China. Ganfeng's technical review of the hydrometallurgical circuit has commenced with a view to potentially sourcing key sections of the lithium production equipment from their current equipment suppliers in China. This work is expected to be completed in H1 2020. As part of this technical review, **both Bacanora and Ganfeng continue to develop test work programmes for the potential production of other downstream high-value lithium products in addition to the battery-grade lithium carbonate** used in the Company's feasibility study. The results of this work will be reviewed over the next few months.

High-value lithium products - lithium carbonate and hydroxide I would suggest are not the high-value lithium products compared to other products in use?

http://www.ganfenglithium.com/about1_en.html

The Groups lithium compound capacity ranks third worldwide first in China, and is the worlds largest lithium metal producer.

Just maybe lithium metal is going to be added with the move towards solid-state and Ganfeng just possibly producing solid-state batteries in 2023:

https://supchina.com/2021/12/08/ganfeng-lithiums-global-expansion-continues/

The company is setting up a plant in its home city of Xinyu, Jiangxi Province, in 2023. Analysts predict it will begin to manufacture solid-state batteries, said to be the next generation of lithium-ion batteries.

Sonora quality product low impurities, essential for lithium metal use.

You could flip a coin who lands the big news first Amapa or Ganfeng - IMVHO

At five times the price you based the mining plan on I would imagine the faster you get it out the ground at premium pricing is paramount, something like a JV agreement shouldn't be an obstacle?

Mining planned production late 2023

If I were KM I would have a very detailed RNS ready for next week when we are the remaining Sonora partner with Ganfeng, I would imagine that warrants an update!!

https://www.thejournal.ie/lithium-mining-wicklow-carlow-protests-5657257-Jan2022/

Nottingham
Coventry
Blyth

How many GWh?

700 tonnes per GWh

The world hasn't had a lithium rush but it's well on the way, you don't build gigafactories to have them stand still

Of course, there's a mental aspect - personality traits.

https://youtu.be/Pt-srEDzIHg?t=45

I have no fear of standing in a courtroom with my bank accounts, trading history, personal information, online history, phone records challenging anyone who accused me of being a multiple ID or alias or being paid for, posting together with or being part of a crew - group- board member.

None whatsoever!

@MB,

booobla got very upset with the link to Yune, had my post taken down more or less instantly - how LSE respond so quickly at times?

I just said he should be on a register with his interest in her, a strange fascination!

booobla
Posted in:
KDNC
Posts:
153
Price:
17.90
No Opinion
05 Oct 2021 20:58
RE: Nice
Jimb2 your obsessed with a lot of past posters, I've always kept in touch with reading here, and the one that stands out to me was that Spanish girl yune who run rings round you, I enjoyed reading that, made me laugh so much, did you get her number :)

####

I will say the creator of Yune as an alias is a twisted individual, not the subject we should be discussing here but Yune is not a common Spanish name!!

There are several accounts that have been wiped clean over the last few days, I won't elaborate too much as I'm keeping my powder dry, but you have to question why has the ability to search through users posting history been disabled?

The obvious ones went in the last few days:

https://www.lse.co.uk/profiles/jumpingjack01/

https://www.lse.co.uk/profiles/ivegotthehump/

https://www.lse.co.uk/profiles/boobla/

https://www.lse.co.uk/profiles/booobla/

https://www.lse.co.uk/profiles/jollyjapesjonty/

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####

I bet the server logs have some revealing entries, how do you request to have a post deleted if you are not a premium user, yes the ones that the same user-created and either blamed others for having removed or were incriminating.

lot's and lot's of questions to be answered, when the time comes, the best tip I ever had write it down (keep a record) just in case there's accidental loss, destruction or damage.

Still, lots of incriminating posts remain just hours and hours searching to find them if you haven't captured them.