Member Info for jimb2

I wonder if CATL will do similar in Mexico with Ford?

A tidy little profit from last weeks sale of holdings in Pilbara:

https://www.reuters.com/markets/deals/chinas-catl-sells-its-stake-australian-lithium-producer-pilbara-2023-03-02/

An interesting view:

https://www.cfr.org/blog/ford-catl-partnership-illustrates-challenge-decoupling-ev-supply-chains

I do believe that news was perhaps not to be disclosed, Ford Hermosillo!

53 seconds MSN - Mexico expansion undisclosed number at both plants cuautitlan and Hermosillo.

https://www.msn.com/en-us/money/video/ford-boosts-production-amid-auto-industry-rebound/vi-AA18hHiT

Thanks @DCES

repeated:

Tesla will not install a battery factory in Sonora
https://www.paralosdeapie.com.mx/vernoticias.php?artid=66247&cat=1/

Of course, the cherry on the cake of this 2023 will be the expansion of the Ford Plant in Hermosillo, to create 15 thousand direct and indirect jobs.

Ford website: Hermosillo Stamping and Assembly

Employment
Approximate current total employees: 2,870
Approximately 300 of these are hourly employees.

I'm not surprised with that @DCEs,

but with this!

Of course, the cherry on the cake of this 2023 will be the expansion of the Ford Plant in Hermosillo, to create 15 thousand direct and indirect jobs.

One with no meaningful purpose.

That's all, I was thinking of adding some more content but came to the conclusion that wouldn't do it justice.

Thanks for that @ian12,

I'll just happily remain in the dark as to why you posted it,

no problem.

@ian12,

smart move announcing that after market close (just), I suspect you managed to offload before the big lithium stock sell off tomorrow, of course he will not be the first to use batteries with zero lithium:

https://thedriven.io/2022/12/02/byd-to-launch-electric-hatchbacks-with-new-sodium-ion-batteries/

https://batteriesnews.com/sodium-ion-batteries-expected-evs-ranges-500-km-catl-exec-says/#:~:text=CATL's%20next%2Dgeneration%20sodium%2Dion,basic%20industrial%20chain%20in%202023.

Still he is building a $4.8bn lithium refining plant in Texas:

https://youtu.be/xuOwwUdlwOM?t=163

And his new chemistry lithium ion battery 80% charge in six minutes:

https://youtu.be/QzfXEZVumL4?t=113

Just keeping my fingers crossed he hasn't heard of the Nuclear Diamond Battery, how odd is that!

Nov 9, 2022 - 02:00 pm
Tesla will not be sourcing lithium from Core Lithium

https://www.electrive.com/2022/11/09/tesla-will-not-be-sourcing-lithium-from-core-lithium/

;-)

@all,

The 'suspension' is still ongoing and the time difference might lead to an interesting Friday RNS.

If of course there is the interest some anticipate!

SEE, how things develop!

https://www.sharecafe.com.au/2023/03/06/core-lithium-jumps-6-on-finniss-upgrade/

@Cartunehead,

just in case you missed it from last week, response to a post fom @EV_Bull:

Nice find @EV_Bull,

those concessions?

The state president explained that he will visit Toronto, Canada, to participate in the International Convention of the Association of Mining Prospectors and Developers, which will be attended by up to 30,000 people from 130 countries, and will represent a valuable opportunity to publicize the Sonora Plan .

March 5th – 8th

https://www.pdac.ca/convention

Core lithium announcement:

BP33 Mineral Resource more than Doubled -

Looking forward to the Evergreen IPO:

PS - don't tell @roger65 what we know!

@tomcat-14

no, surprisingly it's improvements with the copper conductor:

https://youtu.be/QPJJVIZU8A8?t=484

I suppose the next gen being mass produced at a price warrants a saving so nothing conclusive that this
will be across all models?

And you would expect Tesla to be experts in AC motors named after the great Nikola Tesla.

Indeed @tomcat-24

As the what was a rumour suggested 50% cheaper to produce.

Re: magnets
https://www.greenspur.co.uk/

Yes, @EV_Bull,

I agree the off takes are still in place, just trying to reason why the SP has dipped so low!

Maybe some see better short term value in Australian lithium, that reminds me Evergreen IPO this week that could be very interesting.

A poster on hotcopper suggested if Evergreen was valued at 10% of Core it would be $1 aus 4x the opening 25c.

Did anyone watching the Tesla investors day notice the new platform will have a drive motor with permanent magnets containing zero rare earths?

I know there's a great deal of investment in alternatives and of course HAS SP has dropped without any real explanation!

NdPr is critical to the global energy transition -permanent magnets are key components of EV’s and wind turbines with no substitute NdPr market expected to be in significant supply deficit by late 2020s -Yangibana estimated to account for 6-8% of global NdPr supply Rare Earths deemed a critical mineral by the EU Commission, US Department of Energy and Australian Critical Minerals Office

https://electrek.co/2023/03/01/tesla-is-going-back-to-ev-motors-with-no-rare-earth-elements/

And talking of investor day, EM got a little agitated when any mention of the new platform was made, like the rumours a few weeks back that the new platform model will outsell the combined units across all other Tesla models - now that is very likely to be produced in Mexico.

@thefrogster,

All I’m saying JimB is that everyone is entitled to their own opinion,

I've given mine, thanks

he said a week ago this was heading to 10p and he would be back then, some weeks back he posted about being Devils advocate with what would happen if China invaded Taiwan or something along those lines - like I said spreading doubt and fear,

end of the subject for me with the price of bread who wants to be feeding the ducks for free?

@thefrogster,

use your own judgement, I see @roger65 as spineless day trader posting purely to play on people s fears with phycological tricks such as implying posters are in collaboration, oh well he's filtered now.

It's so easy to cast doubt, strange though that you come to his defence*

*just joking!

But then am I?

Now you've got me thinking like the spineless day trader.

####

Apologies @Dallasdaz, I posted the same link you and had done so earlier.

https://www.mining-technology.com/news/advance-lithium-litiomx-venture/

Apologies @MerMillions

for using that this thread for that purpose and hope you have a speedy recovery,

SP is not 10p @roger65, why are you still here?

Of course you throw in a moderately positive post and then follow up with the typical negative one:

Just your method to try to grind people down:

27th February you suggest we get zip:

Ganfeng will be the big beneficiary I suspect. KDNC will get.....zip imho,

What a way to earn a living - so Filtered!