focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
@Skelly85,
Well, if the world number one EV manufacturer (next month I would say) and once number one battery manufacturer are producing mainly LFP then Hydroxide is perhaps not the way forward that's my point but correct they don't have a European battery plant - I'm sure Tesla are happy to import LFP batteries from BYD or CATL China into Europe for many years to come.
BYD blade battery is a gamechanger and Tesla know it.
https://www.youtube.com/watch?v=iWo325RHNOY
Well to diversify from battery manufacturing into autos and become world number!
I'm not saying they will produce in Europe or Tesla will continue to use them:
https://news.metal.com/newscontent/101629858/byd-won-a-big-order-of-tesla-10gwh-blade-battery
Still, BYD could do with a European battery plant considering their plants in Hungary, that may not necessary mean they source lithium there, but they do need a great deal considering who they supply and their own EV and storage business being massive.
Https://www.reuters.com/article/mexico-ganfeng-lithium/exclusive-chinas-ganfeng-indefinitely-postpones-mexican-lithium-target-date-amid-govt-spat-idINL1N3C92FD
Secker said construction on the production plant will take 18 months, and it will begin activity right after, adding the only factor now halting its start is the government move.
Not the legacy the Mexican clown was hoping for.
Https://thedriven.io/2023/05/22/teslas-switch-to-byd-batteries-is-achieving-faster-charging-times/
And he is bang on with LFP being the demand from manufactures, Tesla model 2 will be LFP and both CATL and BYD are candidates for supplying Tesla, plus others and of course BYD use LFP Blade batteries in their range.
Yes, but perhaps our other neighbour will provide some encouraging news in Q1:
From August -
The equity raising will support Core’s near-term growth projects, including BP33 early
works and the ongoing exploration programand provide financial flexibility as it
continues to ramp up and optimise production at its flagship Finniss Lithium Project
• Core is undertaking a fully underwritten institutional placement to raise A$100m and
provides the opportunity for existing eligible shareholders to participate via a nonunderwritten Share Purchase Plan targeting a further A$20m
• Under a new leadership team, Core is progressing with its key strategic priorities, with
near term-growth planned to be delivered via Core’s cornerstone asset BP33 with FID
targeted for Q1 2024
Things have progressed since,
But our neighbour has raised cash:
https://thewest.com.au/business/mining/bill-beament-dips-another-toe-into-lithium-as-chris-ellisons-wildcat-claws-past-a-major-milestone-c-12455235
Bill Beament dips another toe into lithium as Chris Ellison's Wildcat claws past a major milestone Another of WA’s mega-rich mining identities is muscling in on the increasingly crowded lithium space, with Bill Beament’s Develop Global tipping into Lithium Plus Minerals’ capital raising.
https://hotcopper.com.au/threads/ann-a-8m-placement-to-enhance-exploration-at-bynoe-lithium-proj.7682749/
The Company thanks Bill Beament and Develop for their participation in the placement. Bill is highly regarded in the sector as a leading industry figure and has a strong track record of developing Australian resource projects.”
BYD car plant now announced for Europe in Hungary, final announcement year end, VW have just announced they have pulled the plug on their site in the CR.
https://www.reuters.com/business/autos-transportation/china-ev-maker-byd-build-first-europe-plant-hungary-fas-2023-11-04/
Https://en.byd.com/news/byd-etrucks-make-a-pure-electric-entry-into-hungary/
Buses and Trucks,
Of course it's where they make the batteries and source the lithium but the worlds top two EV manufacturers bordering the CR should been seen a positive for EMH.
Https://en.byd.com/news/byd-etrucks-make-a-pure-electric-entry-into-hungary/
Buses and Trucks,
Well, I don't think I was that far out:
https://www.reuters.com/business/autos-transportation/china-ev-maker-byd-build-first-europe-plant-hungary-fas-2023-11-04/
They already produces buses there.
China EV maker BYD to build first Europe plant in Hungary -FAS
I wonder if this is a consequence of the Mex gov, hence shifting some manufacturing to Europe:
https://www.youtube.com/live/GVqXf1a-ytc?si=KP2ARsdJdjBKIwvj
Early days, I wonder if there's implications for the CR for battery production or lithium supply, I still would include BYD:
https://www.youtube.com/live/GVqXf1a-ytc?si=KP2ARsdJdjBKIwvj
Not only a troll but a useless attempt.
Member Since
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You'll probably find they have posted recently under a long established ID with no credibility, still they must be desperate to have to wait 11 months to dig up an alias.
Well, to be sure the day traders are looking for an entry point before this takes off, just my view but the market sentiment at the moment seems to overshadow any impact the trolls can make in their attempts for a 5% to 6% weekly profit.
I've held many more shares than I do now but my main holding is KDNC as you can see from my posting history, if you are wondering why I'm back in well the easy answer is I trust what KC has given in timescales.
GL
Remember they can't work that 5% to 6% with market conditions dictating.
Put BYD into the mix for investment in a CR Gigafactory, I bought my ticket at open this morning 10,003.
Held multiples of that before Czech gov involvement but today looks a great buy at this low SP - I consider KC trustworthy in what he releases so off-take and DFS are due anytime.
I'll also keep an eye on Vulcan to see how they live up to their claims - if they don't prove the process can deliver at scale it could elevate Cinovec's strategic importance:
https://www.investi.com.au/api/announcements/vul/52e8edb1-dd2.pdf
In the upcoming Quarter, we will introduce brine into the plant for the lithium extraction process to begin, as well as completing construction of our Central Lithium Electrolysis Optimisation Plant ready for lithium hydroxide production early in the new year. We will also complete our Bridging Phase Study and have progressed key EPC and EPCM contract negotiations, all of which will be a major step forward in the upcoming weeks and position us strategically to start our project-level Phase One financing, in November.”
They are protective:
https://www.afr.com/companies/energy/vulcan-energy-sues-short-seller-j-capital-20211108-p59741
Https://www.globenewswire.com/news-release/2023/11/01/2771210/0/en/International-companies-to-host-live-webcasts-at-Deutsche-Bank-s-Depositary-Receipts.html
NEW YORK, Nov. 01, 2023 (GLOBE NEWSWIRE) -- Deutsche Bank today announced the lineup for its Depositary Receipts Virtual Investor Conference (“dbVIC”) on Wednesday, November 8 and Thursday, November 9, featuring live webcast presentations from international companies with American Depositary Receipt (ADR) programs in the US.
November 8 Agenda (US Eastern Standard Time):
8:00 AM: Hywin Holdings Ltd (NASDAQ: HYW)
8:30 AM: European Metals Holding Limited (ASX & LON: EMH, OTCQX: ERPNF, OTCQX: EMHXY)
9:00 AM: Ipsen S.A. Ltd (Euronext Paris: IPN, OTC: IPSEY)
9:30 AM: Heineken N.V. (Euronext Amsterdam: HEIA, OTCQX: HEINY)
10:00 AM: First Pacific Company Ltd (HKEX: 142, OTC: FPAFY)
10:30 AM: QBE Insurance Group Limited (ASX: QBE, OTC: QBIEY)
11:00 AM: Belite Bio, Inc (NASDAQ: BLTE)