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Teaser because I know you will look properly at the full details ;-) others can DTOR
https://www.kallanish.com/en/news/power-materials/market-reports/article-details/marubeni-altilium-metals-to-study-ev-battery-recycling-in-uk-europe-0723/
CUSN holders. Once TVL get the cash to start I will be buying in with a considerable chunk. Only one way UK metals in general are going to go. Mick is bang on.
Erzgebirge, Germany.
Westphalian system should be the basis of any research here.
It is the same formation passing deeper under France then coming back up in the English Channel , Cornwall and Southern Ireland.
Please do your own research. Some great documents from the 1950's actual mining documents easily available.
From the FT 3 days ago. NOTE more lithium metal needed and more anode instead of graphite !!!
Then look at the recycle plant Atilium Teesside ;-) Toyota too ;-)))))))). ????? Oooh th potential for us all
"Solid-state batteries have long been heralded by industry experts as the most promising technology to solve EV battery problems such as charging time, capacity and the risk of catching fire. They replace a liquid electrolyte with a solid one and use lithium metal at the anode instead of graphite, the current standard in lithium-ion batteries.
https://www.ft.com/content/87cb8e92-8e82-4755-8fc3-2943f8f63e1d
Https://www.recyclingtoday.com/news/altilium-marubeni-uk-japan-elv-battery-recycling-lithium-nickel/
Teesside deal for battery recycling..... Japanese
I posted this on 1st June regarding sp in the short term over a month ago :-
"Steven I think without question it will hold around £1.30-£1.75 until news comes.
The directors I think had a plan which due to the launching of the Ukraine war, scuppered many governments budgets through gas and oil increases globally, increasing manufacturing stresses and supply chains globally and therefore over a period eventually concerning the markets and banking on the future pay back , escilating costs and delays v a sector that cannot fail, has had multiple billions thrown at it including wind, hydrogen, battery tech , water power generation and the biggest cash drag nuclear. Solar I place in a seperate sector of its own. China rules.
My best guess is Electric batteries globally have had so much put in individual countries will have to decide how to directly fund, let go, or generally guide grant support, that they are well advanced that in the next 7-10 years the infrastructures needed to support basic economic and community spread will be in place. Might be a heck of a lot of debt to get there for some, but the big money will hold all the aces and will advance at pace.
The previous lithium rally in the late 2017-19's shows it is tough when costs increase or borrowing at depth is needed. The small guys who dont get the deals get done and ended. It looks like the next period could possibly sort out those who do and those that cant scale.
My interest is very much in fact that Europe has so much capacity made and built for lithium infused batteries it simply cannot be overlooked. "
As we drop towards £1.30 possibly is this a chance to buy prior to company changing funding.
To order plant NEEDS to be started asap for 2024 construction. August is coming hopefully by Sept / October the as they quote the share price number not me , hopefully a sensible move to £3.00+ then their quoted price of £5.00 on completion of construction.
So the potential today is £1.30 to £5.00 in 12-18 months.
IF by October no finance and no JV by New Year then they ARE in trouble.
Theo or MO whoever they are and work for will be right. Both characters cannot be right? Same person imho so be careful and double DOUBLE check their links for a wide proof of correct data.
Then we will see how he wants to push the negative or the positive. I note Theorist has disappeared for now BUT MO is back.... Teehee its quite fun though
LP , probably right.
However August is not to far away.
My thoughts are finance needs to be put inplace as soon as the placing is done. Then they are in and can look to trigger their £5.00 over 10 days options.
If its near £1.30 would you buy in with the potential of the £5.00 being pointed out in the same document?
My other though would be at £1.30 would our 'major' partner be buying up some cheap shares too ? If I am to supply lithium sulphates from my home nation in Oz then 100% i'd be wating a piece.
With 7m shares and only 3m on sale would you bank against £5.00 on JV news ?
News out over the last 2 weeks would be making you think very hard right at this moment. Surely ? A tough decision no doubt.
I keep my own council.
As predicted M&A speeding up. 50/50 is what Pilbara minerals are looking at for their first Western purchase.
https://www.northernminer.com/news/australia-lithium-ma-heats-up-with-develop-globals-bid-for-essential-metals/1003856445/
Still nobody posted the news ?
Just a bunch of sp watchers and oooh up 2p or down 27p like I say. If i'm MO or thEO who am I really ???
Where is the master investor MO or ThEO...hmmm who and where are we ?
Nobody posting though ..... just tumbleweed ay thEO. Helpful , very helpful and where is MO with all his info ? He has 3 reports on new gigafactories in the UK.
Nothing on here and obviously thEO running scared that the news will flow and sp rise accordingly.
Ssssh. Dont tell anyone lets keep it dead on here while I buy more on the cheap and trade you guys over ?
MO was always 3 steps ahead in his thinking. 3 steps too far ? Fortescue Pilbara AND .... Hot potatoes and jumpin jacks.
News from Oz ?
Hi China,
Unfortunately not me but mica was my thing back in that time slot.
Keller, Brisbane was my friend. Gold mine owner and major shareholder in EU. Seen all the maps , photographs and mine spec. He knows his stuff its ALL linked to Cornwall via Westphalian.
Low mica rock is where the 2012-18 thinking was.
New tech and imho brines concentrations up the anti big time. Proven at scale and the UK will be a global resource in itself for itself.
Cut my posting right down as I've given up trying to help here. However, like vis stay in touch with the important posts and moments.
I'm going nowhere other than keeping my cards close now 8-)))).
Patience is an action and we are currently holding & buying as an action.
PLS as always is my view maybe VW / Stellantis as a 3rd party. 50/50 is the bet to play.
80% stake in British Lithium. Great move.
Its kind of what I think will happen here but as PLS say 50/50 split on their next deal.
Seeing the article really gives me a certain amount of confidence that the big guys will bought up , out or be part of the best alternatives.
Lithium hydroxide IS needed. And soon.
CL is Cornish Lithium. IPO was due last year.
CUSN tin tin tin nothing really to do with lithium , BUT had royalties linked to CL using the land which is licenced by CUSN.
For what its worth this is getting cheap.
In my experience -we have not seen the global crash or shorter term plummet yet so make you're decisiin based on assets the company can sell not necessarily the short term potential.
Over the years these types of projects or mine assets get bought out by the big majors if its of global quality. If in the mid size/grade its the funds which invest for the potential rather than total asset bulk.
Here imho myself and other lithium bugs have invested for the lithium spinoff potential with the full knowledge that there is TIN by the ton backing up the share price which many investors get turned off by as its not sexy. Lazy investing for many.
I think we have seen a slow sell by the investors wanting exposure to lithium in the uk? Safe option rather than the weirdo world of "anything could happen" in Africa or S America.
Tin here all the way with Copper and some Silver and other bits and bobs, but Tin all the way. Invest here for that with a cherry on the cake of lithium?
Right now for the off piste.
Lithium in Cornwall IS low grade rock. FACT.
Lithium in brine form IS way way higher. FACT.
Until DLE technology is totally proven ( lithium carbonate has been "tested" to be workable and shown at very very very low weights but high grade here with CORNISH LITHIUM not CORNISH METALS which you are investing in here ).
Once the bad myths and rumours surrounding DLE are removed , then and only then imho will geological lithium in Cornwall be accepted by larger miners , majors and car manufacturers as investable.
BRINE to my research is the bulk and grade needed for top grade investment for Cornish geology. Only when brine is fully showing its true potetial will CL fly.
Here its a slow dewatering process towards huge high grade tin deposits. FACT.
It can be speculation only at this point by funds and limited at that due to the nature of when the return of equity horizon is and the costs and industry projections inbetween now and production that matter. The rest is noise. Personally the start of dewatering is not exciting. Its part of a long process.
Put a ton of pure tin on a table infront of me after first full production and I would be excited + probably have a good profit bagged to.
Drops on stocks in the S West across all sectors and N East where there are some huge projects getting battered are just bad government understanding, lack of government support due to no money and a global world which has changed since Putin hit the world with inflation, which I add is still not high yet in my honest opinion so things could and probably will get worse for the forseeable year or two. Even if Putin goes , who fills the void ? Things out of our control could get quite hairy yet !
Fingers crossed
With such weakness being shown by UK Gov and the whole Hsitstorm of BV site, blink and the Australian miner will hold some major cards at a cheap price.
The UK Gov environmental policies clearly in tatters , prceedures of due diligence and over extending in a global downturn all providing nerves for us all.
However I am calm in the knowledge that there is strength in demand in this very specific end product.
Hang in there.
Patience is being tested but it is an investment action so by holding you are actively making a decision.
The tiny bounce today is a good marker for £1.40-1.50 range.