Member Info for MajorOak

I love the Australian bluntness regarding mining.

Its what they do best. It also removes our bias and Western view v more rounded world view I find you get when listening to mining execs from Oz.

For several years I was on the phone to Richard Keller - EMH main shareholder and his experience in gold mining going over to lithium plays that are / were waiting to be found. A solid guy who has been all over the world on mine visits.

I had this experience from 2015 through the ups and downs of the initial lithium early stage wave, made a lot £200k and lost a lot as a newbie, so I get people talking SXX and nany other early stage huge projects and promises of wealth beyond your dreams. I've lost £150,000 in one year.

Sobering.

That was 2020 and throw in covid so not all my fault but I take it and own it. I was correct in my original investment which got me up to being wealthy. My inexperience back then was experience for now. Once bitten twice shy 3 times and now I am long term ill and cannot now afford the risks.

I have held here for several years now. Not loads compared to EMH old days. I have always had faith in PA. The model is proven. 100% believe that time will bring me my wealth. I now still wait but feel well are within touching distance....no more covid events please. Nice quiet life in the world would be good.

Anyway I thought this blog post was full of clarity , commonsense and hope for ALK to be involved in the " doubling of lithium prices " in the next 18 months.

"Quick tangent for 20 seconds: We reckon the third battery metals wave is going to be dressed as “robot metals”

AI powered robots are basically walking, thinking electric vehicles, and we think every home, business and military unit is going to want a few.

BUT unlike electric vehicles, AI robots aren't fighting for mass adoption and market share against established petrol powered AI robots that already do the exact same job just fine…

AI Robots are a totally new item that we think everyone will want.

So the third wind for battery metals could be dressed as “Robot metals”

Both need the same core metals (lithium, nickel, cobalt, copper etc).

(we still have most of our lithium stocks… many of them have since become gold stocks, but the lithium projects are still there in the background, ready to re-appear when lithium doubles… along with the pitchdeck opening photo of an EV getting charged… or a robot."

Hope you enjoyed the read.

IF Andy Burnham ousts Keir I think the case for ALK TVL becomes even stronger.

With Kier failing , if he keeps his job through a challenge I think he must have enough gumption to push British Northern business to appease the Northern Labour wall.

"Andy Burnham’s support for UK critical metals centers on championing domestic supply chains, particularly backing Greater Manchester and Northern-based deep-tech companies involved in sustainable extraction.Burnham has actively supported and secured funding for Watercycle Technologies, a University of Manchester spin-out focused on direct lithium extraction and battery recycling. He advocates for such companies as part of a mission-critical sector, emphasizing that securing domestic mineral and water infrastructure is essential for the UK's transition to a low-carbon economy, job creation, and climate resilience.This local and regional support aligns with broader national and international efforts to diversify critical mineral supply chains, lessen reliance on imports like China, and strengthen economic security."

US ? 14:14 37,000 .... teehee.

Its going to be great and I'm excited once again

37,000 buy delayed after hours reported.

If I'm right there may well be another ?

Was expecting 77,000 buy from 9:17am.

Https://www.gov.uk/government/publications/uk-critical-minerals-strategy/vision-2035-critical-minerals-strategy#growth-minerals

VISION 2035

BBC

The Defence Review has been delayed from release last year. This may also have delayed what ALK were initially in discussion over and now what the actual global - war and AI explosion od data centers needing huge power and most importantly BACK UP power if Putin starts messing about with the UK tech infrastructure - situations truly are ?

Maybe an increased military demand has developed ?

UK in most dangerous period I've known, military chief says.

From the BBC news stream today.

"The risks and threats to the UK are greater now than at any time since the Cold War, the head of the military has said.

"This is the most dangerous period that I have known," Chief of the Defence Staff Sir Richard Knighton told BBC Radio 4's Today programme.

There have been as many incursions by Russian strategic aircraft into UK airspace in the first five months of this year as in the whole of 2025, he said, warning Russia risks "crossing a line".

He said last year's Strategic Defence Review was a "call to arms", and while in recent decades the armed forces have focused on preparing for short, contained conflicts, the UK needs to be ready for longer wars like the one in Ukraine.

His remarks come ahead of the expected publication of the Defence Investment Plan in the next few weeks, following repeated delays.

The document, which will set out how new equipment and defence infrastructure will be funded over the coming decade, was first due to be released in autumn 2025.

Defence Secretary John Healey said earlier this week that the prime minister is "determined to publish" it before a Nato summit on 7 July."

Is this when UK Gov. announce their part funding guarantees ???

UK Defence Infrastructure Plan to be released in the next 2 weeks.

" lithium processing and the safeguarding of critical minerals are heavily integrated into the UK's defense procurement, defense industrial strategies, and wider infrastructure plans.The Ministry of Defence (MOD) and the wider government have explicitly tied domestic mineral processing to national security. This cross-departmental integration addresses supply chain vulnerabilities, specifically seeking to reduce overreliance on imports from China.Integration into Defense and Infrastructure FrameworksDefense Procurement & Stockpiling: Under the Ministry of Defence procurement frameworks, the UK has officially mandated the stockpiling of critical minerals. This aligns directly with the broader 10-year Strategic Defence Review (SDR) and the Defence Industrial Strategy, which treats sovereign midstream processing as a core pillar of defense readiness.Fast-Tracking Processing Plants: The infrastructure side of this plan involves actively fast-tracking domestic processing infrastructure. This includes supporting large-scale merchant lithium refineries slated to break ground in northern industrial hubs like Teesside, as well as scaling primary extraction and processing operations in Cornwall.The "Vision 2035" Targets: The defense and industrial infrastructure goals are bound by the UK's updated Vision 2035: Critical Minerals Strategy, which dictates strict security benchmarks:At least 10% of annual critical mineral demand must be met via domestic extraction, processing, and refining by 2035.A specific target to produce at least 50,000 tonnes of lithium (or lithium carbonate equivalent) domestically by 2035.A defense cap ensuring no more than 60% of any single mineral is supplied by a single country.Financial and Infrastructure BackingTo support this critical infrastructure defense shift, the government utilizes targeted financial tools to de-risk construction:The National Wealth Fund (NWF): The NWF has deployed millions in equity funding—including over £55 million into domestic ventures like Cornish Lithium—to secure localized mineral supplies essential for fighter jets, AI data centers, and military hardware.UK Export Finance (UKEF): UKEF provides 80% loan guarantees to domestic suppliers processing these minerals, establishing them as foundational pieces of the nation’s strategic industrial base."

Also my gut saw the post by chip king or whatever. " it makes no sense with buys yet price drop ".

If you remember the drop back to £4.00.

I calculated that over 3-4 trading days, the Bid dropped from £4.20 to an average buy price of £4.03 for approx 400,000 shares ALL at 14:25 to 14:55. Then the bid walked back up.

I tried to buy during these drops and still got quoted the £4.20 to buy just 1,000 shares yet 20,000 chunks were going thru at £4.03 ???

This may well be ALK going back to a buying news phase ?

US / EU Fund preorder earlier as its Friday and will take all day to fill if my gut is right ?

Barretta my eyes are still waking up my brain in still in bed but is this coincidence ?

Approx £200,000 buy coming in?

77,700 x £2.59 = £200k take off the 700 as fees gives £199,430 inc fees.

Either way its damp close to a fund buying at £200k ??? ;-))))

No volume at all today ?

Thinking out loud , Barretta, when was the last trading day ALK moved up 3-5%+ ( its daily gain ) on open in the first hour or so ?

Imho buying / US premarket orders come in after 11am. I am now on heavy duty pain meds for my condition so getting up is tough. Luckily I am missing no early trading so by the time I can physically get my brain back things are beginning to move.

Everyday when I put my devices on I wonder / hope this is the day when my phone lights up with alerts on RNS news. Feels like a while since this has happened.

Not long now.

Good news ? Volumes in the last few days are up.

2 trading days above 100,000+ which looking back to mid Jan and £2.50 it took a couple of days above 100,000+ volume to start the rise to £3.50 in just a few weeks.

To buy 50,000 at lunch quote was £2.57.

To buy 20,000 at 4pm quote £2.71.

UK Lithium , UK Government Support ...

"Northern England's Teesside cluster has rapidly emerged as the UK’s battery materials hub. Backed by UK government initiatives like the Automotive Transformation Fund, several projects are actively advancing to refine raw materials into battery-grade chemicals.Flagship Teesside Refinery ProjectsTees Valley Lithium (TVL): Building Europe’s largest merchant lithium hydroxide refinery at the Wilton International Chemical Park in Redcar. With engineering and design finalized, the project is advancing through its funding rounds and site preparation is slated to begin, putting the plant on track for commissioning by 2028."

UK Lithium processing plant and the US buying trend since Feb 2026 will be firmly in Mr Orange's crosshairs imho.

I note that the Tin in Cornwall is heading for the US.

Tungsten in S Korea heading to the US.

PROCESSED ready to go LITHIUM will be in very high demand!!!

"The USA, which over 40 years outsourced nearly all of its mining and manufacturing to China.

Now the USA is scrambling to build it all back as fast as possible.

Confirming this urgency (yet again) - this week, the US President signed an Executive Order called: “Approving Critical Position Pay Authority for National Security Investment Workforce” (source)

Quite the mouthful.

Quick summary is that this Executive Order unlocks funds to rapidly hire mining and advanced materials experts as quickly as possible into key US government roles.

It literally refers to critical minerals and domestic mining as an urgent national security issue.

Also this week, came an even FASTER way to secure critical minerals supply:

The US, Japan, Australia, and India (the "Quad") just teamed up to announce a $20 billion plan to jointly fund critical minerals mining, processing, and recycling."

THE US are down to a few Patriot Missiles and I think it was Javalin Missile because of the Iran / Ukraine wars. Drones use is through the roof and the demand for even small batteries for missile guidance systems and lithium that is not coming back to production or recycling is costing the US.

The ammunition stored in the US are hitting record lows and it is thought it would take until 2030 to replace ONLY what has been fired in anger in the last year.

Why has Mr Orange stopped the bombing ?

One more heavy duty punishment for Iran could well leave them without full capability.

The US need the pause just like Putin and helpfully Zelensky to try and plug the huge holes in munitions.

Worryingly Iran will not have capability to defend too firing out on many fronts. The language coming out of Iran and rumours about 2 months ago was they are very low - and this should be talked about much much more - as the "surprise" Irans leaders talk of are tactical nuclear missiles which will be fired in to Isreal and more likely a few at oil facilities in neighbouring US supporters reducing oil supply BUT holding on to their own .... for now.

Putin is loving this situation and all of this war mess is quietly REDUCING THE STOCKPILES OF LITHIUM.

China are keeping quiet, sitting and waiting until the punch drunk US have little left.

Then who will stop them taking out Tiawan ?

I know the above sounds like fantasy but its on the table. It is mapped out that munition shortage leaves such few alternatives to punch back.

LITHIUM WILL BE SHORT BY YEAR END.

Tees Valley Lithium have submitted a lower level assessment for the site. That has been in for a few weeks now.

It is to confirm the footprint to the land and allow for CLEAR details so when planning does go in its already been through a rigorous initial step.

This is 1 - cheaper than chucking in the main planning and that application having issues , drag out the process and cost more and increase delays.

2 - Ironing out this footprint , energy supply with neighbouring companies and waste at this initial point.

Totally agree with this process infact it gives me confidence that they are infact NOT rushing.

It is hard when we put our money in and expectations get raised. Its natural to double check what you have invested in and to sit on your hands. Its also very hard when we have been robbed by other companies much less worried about its investors.

Here there is a high % of tight held shares by the board. They put their own money in so I cannot believe in this case they do not want to make some money back.

I've enjoyed the drop and have added due to my own US theory and 'possible' end point of buyout / sale at multiples from here. The board have done this before and as a model that is why I have added and remain invested for several years.

Just try and relax. Local councils are not in optimum places at the moment and planning may take a little bit longer as we are seeing.

Most councils are broke and we also have the summer holidays starting so hard working council staff just may want their summer 2 weeks.

Many things that are not related to our investment can slow our boards suggestions.

HOWEVER it doesn't mean they are not fully chomping at the bit !

Enjoy the ride up.

Tees Valley Lithium and Alkemy Capital are on the verge of starting the construction phase of their UK Lithium processing plant.

Since the end of February 2026 there has been a trend of buying up to and including US markets buying ( assuming due to the time trend of preorder chunks after 10:30am GMT through to 3pm GMT ).

Drones and missiles used by the US in the attacks on Iran have used up most of the US missile stockpile with quotes from various sources saying that it will take up to 2030 to replace the precise munition missiles and drones that use LITHIUM based Thermal Batteries in Patriot / Javelin/ Hellfire and Tomahawk missiles.

I have invested more here since the news in Feb onto my previous holdings and can only see either the EU or USA trying to seek a Western , SAFE source of processed lithium.

The UK with EV, AI Data Centers and general power grid backup could probably use the majority of the first Train that TVL / ALK construct.

This recent pull back seems like a real opportunity and for those holding to take comfort in already seeing the prospects infront of us all over the coming months.

"The US critically needs to establish battery-grade lithium supply chains with the UK and EU to reduce its acute dependence on Chinese refining systems. Despite massive new mineral discoveries like the 2.3 million metric ton Appalachian find in May 2026, the US operates only one active lithium mine and relies on imports for over half its lithium. Because China still controls an estimated 70% of global lithium refining capacity, raw domestic or imported ore must still face Chinese chemical processing bottlenecks to become "battery-grade" material."

Feels different today.

Barretta ? Next 10 days before summer hols for the city ?