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'Selecting to purchase rather than lease the industrial plot'

In November 2025, chairman Paul Atherley said in a finance and delivery update: "Tees Valley Lithium continues to build the foundations for construction and operation of a new UK lithium refinery at Teesside Freeport." It said TVL was gearing up for project-level financing for construction of the refinery at Teesside Freeport. However Redcar, Wilton and the Freeport have not been mentioned in the documents since.

An announcement on an FEED (Front-End Engineering Design) study earlier this month refers only to a "proposed lithium hydroxide refinery in Teesside, UK". It says: "The FEED outcomes are underpinned by Alkemy selecting to purchase rather than lease the industrial plot for the TVL facility, which will support both the initial production train and future expansion phases." A footnote says "further details relating to the land asset will be released".

A spokesperson for TVL said the plant's process would be fully electrified and powered by 100% renewable energy, the company had engaged with local firms keen to be part of the project and "are working hard to ensure that the local economy benefits from the opportunities associated with the project as much as possible... We intend to progress this project at pace, beginning site preparation later this year, with first production targeted for 2028."

However the firm, which is owned by Alkemy Capital Investments Plc, has now turned its attention to the "ideal" alternative of Billingham because it can buy land there rather than lease the Wilton plot. It proposes to build a lithium hydroxide monohydrate manufacturing plant on a disused industrial site of almost 10 acres in the Billingham Chemical Complex.

TVL has confirmed to the Local Democracy Reporting Service that the Billingham scheme is instead of Wilton, "as a result of opportunity to purchase rather than lease land". This meant "all ongoing work relates to the Billingham site".

In a document sent to Stockton Council, TVL says it intends to apply for planning permission to develop "the UK's first large-scale lithium refining facility which will combine the established chemical process strengths of Teesside with proven world-leading technology provided by Veolia".

It refers to the previous plans approved for Wilton. "However, there have been a number of significant developments within the project scope since receipt of planning approval, including the opportunity to purchase a vacant site within the Billingham Chemical Complex," says the developer. "TVL considers the Billingham site to be an ideal location for the proposed development.

No full planning application has gone in yet for the low-carbon lithium refinery. TVL has submitted screening and scoping opinion requests to Stockton Council for feedback before applying for full planning consent, with a final layout for the plant to be confirmed.

£200m lithium refinery plans dropped for Wilton site - and moved to Billingham instead

This is what they were talking about for 2 hours on Tuesday.

So with the buying of shares in the US all week I wonder if funding and the 'owning' of land in full is linked to the money coming in ?

Again today £100,000 bought 13:19 & 13:25 pre US markets opening.

Yes I know ALK is not listed but a US Fund or trader has been putting in market orders to London all week. All the movements this week have been around noon ongoing which is a big coincidence imho and experience.

Cash cow investment or holdings investment ?

Cornish Lithium & Tin both have US interest.

My repost from yesterday regarding the observations in previous days buying.

Thread Title - "RE: £10k first hour moved this near 4% 18 Feb 2026 11:32

I wonder if the next batch of £10k sells is for a US order at 2:30pm ?

Actionable 13:30pm gmt ?

My gut says yes interesting test of if the US has a buyer."

Benjah , interesting chart today ? 13:21 to 13:55pm hmmm wonder why £23k went thru.

US buyer it seems we have.

No you idiot they buy off AIM

For the love of god is this the level of investor on here ?

They put an order in in the US with their dealer / fund.

They wire over the required amount for the transaction and it gets filled ... In London.

Whats so laughable about that ?

With the time difference they cant submit if its a US fund to wire a premarket request 1 hour prior of their US market fund opening then it would be 13:30pm gmt or after that the trade can begin to be filled.

Its the same as buying penny stocks only listed on ASX. I cant buy until 20 mins after market opens directly or leave a fill / kill order overnight gmt

Totally the same process you fool

I wonder if the next batch of £10k sells is for a US order at 2:30pm ?

Actionable 13:30pm gmt ?

My gut says yes interesting test of if the US has a buyer.

Do the maths and I believe over 75% of trades on markets are algo's / bots.

Once any real news arrives and larger amounts are required these algo's / bots will get triggered on volumes.

£10,000 4%

What would financing agreement to progress generate ?

Glencore lithium offtake done !

Now recycled UK lithium supply MoU.

Funding is really being backed by belt and braces background work. I complement the whole group of teams working towards making Tees Valley Lithium production a reality.

Newsflow has been SO STRONG since late 2025.

UK Lithium processing proof of concept exactly.

Very good point

It will be within this half of the year for FID.

It is well known what it will do to the share price and adding further to foundations, so although red and there may be a few more it could be to free up some good chunks to long term holders for the benefit of all here.

I am a conservative investor. Seen projections change too many times so sticking to £20 which was my original target.

Again , I am not saying it does , I am looking at what is physically happening in mining in Australia since the last lithium blowout.

This is a £20 share on its own or not.

Me personally , I dont fall in love and marry my shares. Get in and achieve the price then sell it.

Reinvest in the next. However 'if' Rio did get involved and expanded the Port Hedland development under TVL / ALK x 2-4 then I'd be interested and as some of you have said its pocket change to any major but to us it could make you a million. Genuinely.

So I wouldnt be so dismisive of any major sniffing around the Australian Port development.

Just thinking outside the box.

If things go to plan as per the last 4 years then £20 all day long.

LITHIUM in Australia - Trend analysis example of 2024-2025 ongoing multi year trend

Key Aspects of Rio Tinto's Lithium Portfolio and Australian Presence

Arcadium Lithium Acquisition: The acquisition of Arcadium Lithium in early 2025 made Rio Tinto the world's third-largest lithium producer, strengthening its portfolio with Australian assets.

Australian Operations: Through Arcadium, Rio Tinto acquired the Mt Cattlin spodumene mine in Western Australia, which was previously a major Australian lithium producer.

Strategy Shift: Rio Tinto is prioritizing the production of "battery-grade lithium" rather than focusing solely on spodumene, aiming to integrate vertically with its global processing capabilities.

Global Context: While building its Australian presence, Rio Tinto is also expanding in South America with the $2.5 billion development of the Rincon project in Argentina, which uses Direct Lithium Extraction (DLE).

Future Outlook: Rio Tinto aims to reach a production capacity of 225,000 tonnes of lithium carbonate equivalent (LCE) per year by 2028, with potential to reach 460,000 tonnes by 2033.

You miss the point.

Dont look from top down.

Look from us up and just what a 0.50p company could go to ?

That in its own sense is not a rounding up figure but caused by these big heavyweights putting money in to allow our lithium business to develop.

Rio are the real lithium guys NOT Glencore and you rightly point out just how small Glencore are incomparrison.

I look now fully at Port Hedland and the land licence TVL ALK have ASD$$$$ and I wonder who would put CASH directly in to that ?

Beg to differ.

So at 3.26pm just as the Rio / Glencore merger is announced as not happening ALK /TVL just happen to release an RNS that couldnt wait until tomorrow at 7am ?

You are being naive.

This is a cash cow and the one with the licence in Port Hedland is SO much more than you realise due to its location and the pure location.

I'll go away and wait to take my money out and retire isnt that right Bankruty. Been here long enough to finally make enough after waiting.

Best of luck to us all. No bad feelings and no need to fall out. Rio / Glencore is totally relivent the RNS shows that too.

FID soon.

Https://www.reuters.com/business/glencore-rio-abandon-merger-talks-2026-02-05/

Talks closed down for the 3rd time of historically trying.

Thats all good to go now for Glencore and pushing on to develope lithium projects even faster now globally.

Rio , well its just what they do.

Should get very exciting from here on over the next few weeks

RNS late of shares issued.

FID I guess will be clear if Rio / Glencore is now off or kicked down the road. Glencoe wanted £5.80 min per share , Rio say computer say no. Glencore now down 10%, so cannot see any mud in any waters here now.

Go Go Go !!!

To be honest I would like independance £££

The cash cow here would to me seem incredible to keep away from big mega mining.

Is it in Landman they saying " buy the land, prove it up and sell it at huge profit."

This self contained one off in Europe and one of a handful in Oz will be the diamond in the crown.

Very much like the Tin at Southern Crofty that the US are SO desperate to get hold of.