Member Info for jimb2

plenty of interest in hydrogen of late and gaining momentum globally, I would hope that if INSP do have the mchp boiler developed to commercialisation they market it to existing solar panel households to complement their feed in tariffs and with the expected government grants could be a no brainer!

I would hope we have seen the gains coming in for our disposalof EMH, HAS and Sonora within the next one to two years and wouldn't be surprised to see Sonora before year end.

Thanks EV_Bull,

Same here for those reasons and let the last 10,000 go last week, thanks for sharing you position!

Just interested in the view of LTH's on whether they see more value in holding KDNC over BCN to realise profit from Sonora, as of last week I don't have any holdings in BCN and have taken an interest elsewhere for other battery materials.

I would expect most LTH's who have a direct interest in BCN have pondered upon this?

Great time?

11th October 2020

EUA
Then 37.5 Now 19

GGO
Then 21.8 Now 17.6

ODX
Then 104 Now 45

What, no mention of COPL back in October 2020 and you forgot how long you were holding KDNC, so you just might be on a 2x here - fantastic performance since you bought in??

Evan3020
Posted in: KDNC
Posts: 1,430
Price: 12.90

No Opinion

RE: Seems positive now11 Oct 2020 12:42
Just had a look and it was not as long ago as i thought, i bought in on the 2 RNS's on Sep 2nd but got slightly spiked.
Its been very quiet since and i haven't been paying attention here as I have been having a great time on EUA, GGP, ODX, but maybe its KDNC time to make me some money.

Give it up mrlithium ;)

into COPL, no it's fossil fuels

Time for greener energy and transport to become the main focus in global politics - watching clean energy companies for opportunities!

https://www.bbc.co.uk/news/uk-scotland-58186181

The irrevocable undertaking to exercise the Warrants has been given by Value Generation Limited to mitigate the possibility of Paul Johnson being in possession of price sensitive information prior to the expiry date of the Warrants and unable to exercise the Warrants as a result.

http://www.asianmetal.com/LithiumPrice/Lithium.html

a sea of green,

The government have yet to publish the plans for it's hydrogen strategy, I'm sure the recent IPCC report outlining the urgency to redusce CO2 emissions will be a consideration and as we head into November and COP26.

https://www.homebuilding.co.uk/news/hydrogen-heating

I would expect Ganfeng to make an offer for the JV before the concrete starts pouring, maybe we throw in the Litchfield project?

News from our Oz neighbours and guess who!

https://www.reuters.com/article/core-lithium-ganfeng-lithium-supply-deal/australias-core-lithium-inks-4-year-supply-deal-with-chinas-ganfeng-idUSL4N2PG17C

The Litchfield project (license granted), located near Darwin (NT), is contiguous to Core Lithium’s (ASX: CXO) ground and has a JORC compliant mineral resource of 8.55Mt @ 1.33% Li2O for its Finnis project (for all six deposits)

Yes, odd that Barksy1

And Albermarle say Bidens plans for 2030 won't drive demand as I posted yesterday - glad to say!

Albemarle Corp said on Thursday that U.S. President Joe Biden’s executive order aiming for half of new vehicles sold by 2030 to be zero-emissions is already baked into automaker’s plans and thus should not markedly change lithium demand

Good find @EV_Bull and posted just 7 hrs ago

Gangfeng has had a busy 2021, making numerous investments and acquisitions to increase its lithium footprint.

In the past two months alone, it has announced plans to build a plant with a production capacity of 50,000 mt/year of lithium carbonate equivalent in the Jiangxi province; invested $130 million to acquire up to a 50% stake in Australia-based miner Firefinch's Goulamina spodumene lithium mine in Mali; signed a letter of intent to acquire a 35% stake in the Sal de la Puna lithium project in the Salta province from Arena Minerals for $7.8 million; invested around $600 million towards the construction of a solar-powered lithium plant at its Mariana operations in northern Argentina; and agreed to acquire Toronto-listed Millennial Lithium Corp. in a C$353 million ($277 million) deal.

Earlier in the year, it also offered to acquire the remaining 82.59% stake in London-listed Bacanora Lithium that it does not already own for $262.5 million.

########
no beyond the realms of possiblity then!

https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/080521-chinas-ganfeng-lithium-to-invest-13-billion-in-two-battery-projects

Ganfeng said the second project was expected to start construction within three months of receiving land, taking 18 months to construct and then another six months to start production.

Will they build a Gigafactory in Mexico along with the mine and recycling plant?

Yes Lollytom, I remember in the 80's and the banning of CFC's due to the science that they were depleting the ozone layer, of course the fear mongers back then were claiming the consequence would be an increase in skin cancer, good job smart people like you weren't suckered in by science.

https://www.cancerresearchuk.org/health-professional/cancer-statistics/statistics-by-cancer-type/melanoma-skin-cancer/incidence#heading-Two

And then the cynical were silenced!

https://www.theguardian.com/environment/2021/aug/03/uk-finance-giants-plan-to-buy-out-fossil-fuel-plants-in-order-to-shut-them

Ganfeng's extention for the BCN offer is 26th August so who knows but my guess would be shortly after that so they can get their own plans underway - could of course be delayed further but Ganfeng must be keen to get the lowest cost producing resource online to meet demand - NA projects are starting to lag behind.

Barksy1, with the way lithium stocks are beginning to perform I do wonder if Ganfeng see the timing to make a move for the JV's sooner rather than later?

https://www.mining.com/web/albemarle-quarterly-profit-jumps-nearly-fivefold-on-rising-lithium-demand/
net income of $424.6m v $85.6m 2020 same quarter.

Livent release later tonight:

https://ir.livent.com/overview/default.aspx

Strange view Evan3020, he's president of the United States and sees the urgency to act now to attempt to halt climate change and maybe John Kerry won't be here in 2030 but that doesn't stop his determination to drive the change to cleaner energy and transport for the same reason.

You do cause me some confusion because most of your posts are worth reading and then the likes of the oone below pops up?

In response to my post saying climate change is becoming a real concern in the US:

Evan3020

Posted in: KDNC

Posts: 1,389

Price: 28.75

No Opinion

RE: Grim news from the US29 Jun 2021 17:58
Earth 4,600,000,000 years old, hot for 1 week is climate change?
Earth has been completely molten and completely frozen in its history, don't worry.

I'm not sure why you consider that any indication that climate change in recent times shouldn't be a worry.