Member Info for MajorOak

UK LITHIUM BRINE "4 Geothermal power plants, which they believe can produce upto 4,000 tonnes of Lithium per year. Its likely these will be in conjunction with Cornish Lithium through the Geocubed partnership.

While Cornish Metals won't have the free carry tgat they do at United Downs, there is a good chance tgat one or more of these projects will be on Cornish Metals mineral rights, which will presumably bring royalty payments"

These will be fast , whether fast tracked are not. The difference between mining rock ( old school ) and brine extraction is vastly different. Modular for a start saving massively on cost and footprint. Much more tech heavy with the technology doing all the heavy work , whilst physical mining extraction is much heavier on carbon foorprint.

Open cast srip out mining is probably the cheapest per ton, but the speed to operation and minimal footprint allows for brines to be much more agile. Thus my suggestion lithium brines WILL contribute revenue before tin and copper do.

Great great times ahead.

UK LITHIUM "highest concentration ever discovered in geothermal fluids anywhere in the world"
but also
there is an extremely low level of contaminants, which means that processing will be much cheaper than elsewhere"

Says it all really.

As for take off , look at Rail and Bristol. Exeter redeveloped to take extra freight traffic... M's T , LG, SKI, SAMSUNG who will then supply the Lithium + ooo's of tons of Tin & Copper.

Tin at approx $30,000 PER TON. Talking Bitcoin value but this is REAL money. Teehee.

Getting difficult to pick lithium shares. So many near year highs ... Bubble territory for some.
I've stayed away from S America ( union workers today going on strike lol , thats expected when they see such big money being made in such poor pay for them , you wait until Gov see just how much can be made. Similar to emh and czech gov pulling the originsl 2018 deal , they were losing billions. ).

E3 has its own tech, in Alberta which has been fully worked over by oil & gas so a bit of brine will be no problem.bthry want the work for the loss of oil and gas jobs too.

Frontier Lithium = huge rock pegsmites resources with gov support and community support.

The rest have multiple countries or very large projects. More risk , more CAPEX.

Just trying to keep it simple.

Learn't a lot from last years rush to hydrogen.

Still with NEL & ITM through my own choice. Plenty of solid hydtogen companies out there in low values.

LITHIUM will be the driver of CUSN , tellin' you it will. Sorry to the old school tin and copper guys ( 5* tin and copper project with CUSN don't get me wrong, but its just not sexy ).
"Geothermal Engineering Ltd (GEL) announced today that there are record levels of lithium within the geothermal water found under Cornwall.

Third party tests revealed that there are more than 250 milligrams per litre (‘mg/L’) in the fluid from GEL’s tests at it’s United Downs site, which is the highest concentration ever discovered in geothermal fluids anywhere in the world".

So when I posted yesterday it was based on my own research and most of that done back in 2018 with mr keller.

His is a true gent and Ozzie thru & thru. Thus his reasons to invest in biggest is best. I ( and he ) both know the geology is bang on. 2 problems which set us apart.

1 - EMH Cinovec sits under and to side of the village so no open pit which would have been perfect. Richard has no problem underground mining at huge scale.

2 - Russian influence , back handers, politics is a real head ...k. The Russians control the media full stop. Even if the communist backers of Babis lose, expect the doo to hit the fan and cries of EU taking away from the 'poor poor Czechs' and on the border of Saxony, go ask the German unions what they think of jobs for Czech motor industry.... There are huge rip tides within Czech, Russian, German , EU relations. There are some big risks. Even if the next 1,2,3 years pass, don't think its over. Russia wants that lithium.
EG look at 2018 and the cancelled MoU. Back then VW and 2 others virtually had deals done. Wonder why they are not already invested in europes biggest lithium tin project unlike LG & Renault in Vulcan a little upstart company coming in fast from nowhere.

VUL can easily be a template for CUSI or whatever they will call themselves next year. Sure as eggs are eggs.

Cornish K - thank you for your perfect timing. Tick :-)

Took 30% of my investment here at 10.75 yesterday and bought Frontier Lithium. Canadian rock lithium project which has huge pegmatites, way bigger in time than PLL can be as an individual mine site. BoD seem switched on too with local interaction, local government loans unlike PLL who will get up and running but there are flies possibly in the ointment. Also they rely on rail to ship 60,000-100,000tpa from Canada , even with SYA now buying NAL with plant in place.
Also shipping from Africa LCE or building plant for hydroxide, so extra cost + carbon footprint ? Doh.
Frontier is a 2 year hold minimum and build my position.
PLL will get there but not how I envisidged. Wanted true effort towards low carbon. Not now it seems.
Hope the above info helps.

I also am building E3 Metals in Alberta oil sands for lithium brine production in a hopefully much shorter time.

Both will do well.

Lithium. In europe EMH (3 years to production ), Zinnwald ( 3 years to production ), VUL ( 2-3 years to production ), EUR ( 2-3 years to production ) , Rio Tinto Jadar ( 3-4 years to production ) , Eramet lithium brines ( 2-3 years to production ). ALL have had major re-rates ( probably excluding politically questionable Russian v eu fight over Czech lithium project , elections in Sept/Oct. Strange they have 500,000t of TIN too ! )

Think if you guys would like a re-rate , I'd be focusing on Tin offtake and completely 100% talking about our gains we will get from the lithium brines - imho 2-3 years also to production. Rock lithium in Cornwall needs so much more CAPEX , ground work, permits due to being much more environmrntally unfriendly in comparison to individual small ground footprints and near ZERO Carbon footprint.

Come on , think about it , Musk is saying what all other major investors are saying " zero carbon footprint at scale" that is what we will invest in.

EMH by example have lithium TIN operation that will produce underground mining so not so good , 150,000tpa LCE so approx 30,000tpa of hydroxide which is what 80% the buyers want. Some will use basic LCE.
TIN offtake offers were on EMH table back in 2018 , that I know, I knew Keller well back then. He gave me the mine foorprint and tunnel network. Anyway the Tin will be produced at around 10,000-20,000tpa depending on which part of the mine they really target. More tin in the south than mid or north. Near surface too and as you go north it slopes deeper.

Why are they hanging about with rock lithium and tons of tin with buyers waiting, not no buyers BUT ACTUAL TIN buyers.

Nobody other than us find tin to be a big deal.

To get CUSN sexy and the price up towards 50p you guys have to talk up the huge potential of our asset including lithium, not just down play it because it is new to cornwall as a global commodity ?

I have done my research , with mr keller too back in 2018 and the formation from Czech to Cornwall and Ireland is pretty much the same huge beast. France , Eramet and German Vulcan have tapped in and have deals with LG .... YES L ....G a monster deal. Oh then a smaller deal is blooming Stellantis and RENAULT !!! ALL FOR LITHIUM BRINES.

It is the same formation !!! ????

I will keep buying for the lithium spin off next year and production of lithium brines by 2025 in the UK.

As for the tin, bring on the offtakers who are simply waiting to see if CUSN can make it viable. They want our tin soooo much.

14p ? Bonkers.
Thought 9p was a joke tbh, holding at 14p level is ??? Doh.

Frustrating the lack of lithium chat on here with lithium being part of the share price moving forwards. Imho it will be the dominant value provider before tin even gets out the ground.

DLE is also modular and set if that makes sense.

I wonder what the aquifers on and off the coast of Cornwall and Scilies ?

I think the 1 company will quickly become 2 and I say again , quicker than we all think ? EG just one example on how quickly what you think is set becomes much larger. PLL / IRONRIDGE / SAYONA. Check out just 12 months back which each were doing , now one huge happy family ( although the dumb azzes at PLL didn't talk to the community until they told them they were blasting right up to the house / mine borders. )

Anyway, get thinking and as I say watch this space for lithium

Dumbpunter - bang on ! It's bizarre to think 6 years before lithium brine can be produced ?
As for the hole / aquifer testing and a bit of research here will prove up the strengths.

Wait and see is all I can say. DumbP, you read it well

Lithium pressure is perfect.

I know trusted posters on here have the ear of top people.

Lithium will drive this share price.

News soon on the tin & copper BUT I would watch this space. Dr Spock is in town from his homeland.

Don't say I didn't say so.

I will quietly sit and watch now as my prediction unfolds quicker than you would believe.

Mr Bowie.

With the area being pro mining and industrial use prominent could CULI use this stylebof model ?

https://m.youtube.com/watch?v=safJU3Bxqag

10-20 mins in is interesting from the model point if view for lithium extraction.

VII - my point is VUL are 4 years away from major production yet have LG & RENAULT buying up supply.
Cornish Metals have great tin & copper and will mine imho without question.
Cornish Lithium & British Lithium WILL without question prove up lithium DLE tech.
This will allow CULI to spin off.
At that point they will be close to some basic PEA , then PFS , DFS in 2 years.

CUSN v CULI will be speed.

I expect CULI to come to market and production much quicker due to the simplicity of tech , once the pressure and aquifer are finally proven up. If they can get in to old historic mineshafts or pre drilled operations getting closer to depth and a solid proessing platform, then they could scale up way faster.

The simplicity v thd complecated geology of the lodes , thining, depth , width and distance per lode if each element, de watering, shaft safety etc all under ground will take much more money , planning and time imho.

I am here for the lithium tech and entry via CUSN. I will buy CUSI on listing but hope to be ahead of the game.

VUL , Standard Lithium and to a similar extent E3 Metals in Alberta Canada, lithium brines will blaze a trail and very quickly too. Some dealing with clays will not.

Any possible , with LFP batteries being the choice of the whole VW group ?

Just a thought ?

LG & Renault. Not a bad start as backers.

LG , for the short sighted , IS the MONSTER deal.

Living in the EU and being normally an Oz Lithium buyer, I have seen how scale up matters. LG imho is the company maker here and the new land purchased by VUL + anymore they may accrue will simply add value.

I was told by several of my contacts ( one who is a large shareholder in emh ) that Tesla would and could buy out VUL.
This looks like it will not happen now, EU pressure I think, but if more production is up for sale , do not write them off as buyers. Tesla will get plenty of supply from LG , but could snaffle another 30% ?

Basically gaining approx 60% access via 30% LG once scale up is declared in November.

If it happens , VUL with LG & TESLA would easily justify multiples from here. So cheer up and it is ok to know that it may drop back a bit , but Germans and the mums & dads general buy and HOLD, so these share are not coming back to market any time soon !!! Building building building...so is Tesla in Berlin. Its a dirty word in Germany.

Should VW step up , then 30.00 is not off the short term new base level. German public and funds will simple buy and hold for the next decade. Just be happy we have LG the potential just with LG is beyond my hope.

Cornish Metals are one heck of an opportunity imho.
I know I am holding more than I should but its for the lithium spin off and TIN value, for me.

I know many will have copper as the main reason to hold and that is my base back up behind the sp in the long term.
Its my derisk.

I noticed this week that cores from CL showed a lode that had a little iron in it ?

Do any of the well known prof's of the Cornwall geology that post their fantastic knowledge on here know of any iron build ups or even tailings from historic tin ?

No need to write much, just a yes or no or a helpful go look at .... is great for me. I will always double check data posted on any share.

LITHIUM BRINE Posting this from last night in Oz. This is a pure example of what could happen to Cornish Lithium who we are to retain a chunk and get royalties when thd spin off next year. Anything could happen, but this is a great way that VUL have set out a plan, stuck to it and have benefited through a strong early group of private investors believing in advanced technology. CUSN and ( culi next year ?) are still at a very good price. VUL now €13.00+ £12.00 a share !!!

"Certainly for me , a once in a lifetime stock.

I have been a believer from the start when I first purchased.
Going nuts again today and I wonder if the Stellantis or a German offtake is imminent.

Stellantis in itself is huge, if its a VW or a Tesla, that would explain this monster run.

I lived through the pull back earlier in the year from Jan-March.It was painful, and made me second guess my decision to hold. Accumulated a little....

Now, I am glad I held, never sold a share and this run is fuelling those sell thoughts again....

However...Its different this time.

From then until now, we have-
selected a stellar team, both executive, technical and sales
have big name cornerstone investors,
have built a pilot plant and proven our resource, tech and lithium extraction purity levels
have brought in house 2 highly experienced geothermal tech teams- above and below ground
Have engaged DuPont to assist with the flow sheet
Progressed the DFS, which will be huge..
Have expanded and upgraded our resource and mine life
Have been accepted and admitted to the European Battery Alliane EBA250, which includes Tesla, BMW, VW Daimler/Merc, LG, Samsung, and just about every other big producer, manufacturer and government commission involved in Europe. An impressive, monster network
Have 2 major offtakes, with possible revenues of over half a billion US dollars/pa.
Have more offtakes in the near future, Stellantis already being leaked by Reuters ( and consequently has a non commital published story on Vulcans website)
Francis doing a great job with PR and putting us on the map
Have lots of cash
Further EU legislation has fallen into our lap

And still will be the only zero carbon project in Europe, (which has minimal lithium production anyway) and dual revenue streams.
I have probably forgotten some more , but you get the picture.

The project has evolved so quickly and professionally, it is for me, derisked to the point now where it is a matter of when, not if.

So back to those thoughts of selling.... I think I have just convinced myself to hold again!!!

Hold fast Vulcaneers.....Good luck everyone
IMHO."

Bubbles , I am ok with it as I am doing ok with SLI & VUL. Looking to take 50% from both and buy even more here.

https://geothermalengineering.co.uk/project-manager-job/. .....October start date.

News soon from Lith Metals drilling and the start of planning for the lithium side of things. The fact the CUSN CEO indicated recently that if CULI could spin off next year with offers , benefits and royalties for CUSN holders from CULI then I am going big , in anticipation of next year. Not so much now but next year.

Good luck.

Lithium Hydroxide Brines.
https://m.youtube.com/watch?v=safJU3Bxqag

Hmmm. Who knows any share or market. Look at NEL , they should be 35-50.00.
Anyway, Standard Lithium are putting together the full test plant right now. Nearly done so news of it being ready to restart reprocessing brine to LCE on site and not trucking it to Canada. Then news on the first tonnage of LCE "should" push it more.

I note Vulcan was up another 15% in Oz overnight so if you go by share price SLI & VUL are kind of mirroring each other ?

My guess of Chrysler announcing with SLI will be the bug one for US investors ! That could happen any day.

https://hotcopper.com.au/threads/ann-industry-leading-life-cycle-assessment-results.6201497/

Excellent preview of what I hope all our ventures here will take Zero Carbon mining and extraction seriously with new requirements hopefully put in place to protect the local communities, Cornwall and the rest of the planet.

I like the rigger which is being applied to these German brine operations. An example to follow.

Yep. VUL get Renault in Europe and LG MONSTER gig.
SLI in my eyes looks set for Chrysler in the US as its part of the same group. Remember Laxness the tech partner is a huge spin off of German , Bayer Chemicals.
Wheels within wheels ?