Member Info for MajorOak

VW CEO on live stream now..

I don't post much on here as there are a couple of people who do and who I have questioned 6 months back about specifics. They gave the answers I expected to see so I do pretty much trust what is posted by them and I cannot add much more. I still double check anything I am unsure about on credability form the 2 guys and they have been 100% consistant.

So while I am here and posting , all I will add is watch VULCAN and see the future. Cross ref this with Standard Lithium , German ex Bayer buy in early by Laxness a month ago in the US.

Brine technical extraction is imho in no doubt. I have studied Cornwall and the batholiths and without doubt the area will produce and become an industrual supply of lithium.

I acknowledge the huge value in both money and industrial strength that the Tin and Copper will again without question bring with much improved technological extraction methods.

It really is what they call a "no brainer" investment once you have done your research and understand the complicated geology, but the stability of historic data and extraction. I have done my work 6 months ago ( my own 6 page report ) and am in at a good price for LONG TERM GROWTH. Not here today gone tomorrow. The potential new targets are also a very big plus.

VW is releasing its 2030 strategy at 9:30pm Sydney time tonight (= 1:30pm Central European Summer Time).

Unlikely to specifically name their raw materials suppliers, but surely media reps will ask pertinent questions in the washup - they can’t ramp up EV production and tout green cred without security of supply.

https://www.volkswagenag.com/en/group/strategy.html

Nothing direct for any lithium company I suspect BUT you never know ? I think it is going to provide a clearer view of the 180° change in direction from VW who wanted nothing to do with direct access to lithium battery manufactuer back in 2018/19.

Has the global beast changed its investment thoughts ?

Piedmont, Vulcan and Novonix all up in Oz overnight by 5%++

Hi
Do any of pll's new licences have either manganese or titanium or bauxite ?
It seems there may be some titanium associated with IRR ?

Hahaha. Back above NK20 in a flash. 24/7 144 electrolysers A DAY PRODUCTION about to open and the price is starting to rise ??? Well well well. Those who sold should be rushing to be buying back in.
Ammonia bulk hydrogen projects coming.
Marine hydrogen fuel for long distance.
Nuclear
Household fuel mixed hydrogen.
Hydrogen cars, lorries for long distance.
Remote power supply support.
Etc etc.... Its a buy = fact

Oh , CASH in the bank and near 1BILLION order book !

Is it a buy ??? Yurp obviously yes.

BULK Hydrogen will be the aim here for the NEW partnership between Saga Pure who have taken over Hyon shipping project.
Tons of hydrogen will be needed for shipping to power the 1,000's of miles needed through the import export world of shipping. Doing this with virtually zero CO2 footprint for the shipping industry is a huge aim and one that along with ammonia projects and steel factory conversions will lead to multiples of curreny hydrogen production.
NEL are still the company to hold as No#1 as they are global and historically linked to the US markets which have barely touched hydrogen development. See lithium take up in America for a general guide to the potential of hydrogen and NEL in the US.
A bargin, yet again at these prices, with scale up and BULK being the advantage NEL has over competition.
https://m.marketscreener.com/quote/stock/SAGA-PURE-ASA-6320794/news/Saga-Pure-ASA-Acquires-Hyon-and-partners-with-Nel-and-Norwegian-Hydrogen-35738336/

Morning.
Had an illness so haven't posted. Now much better although my price target for year end of NK45-50.00 is looking a little bleak at the moment.
Had to back off the deep research too, so over the next few weeks I will be posting loads again and hopefully providing a single view to what is happening.

Two positive's if there are any :-

1 - There has been a general sector drop seen and mirrored in many big hydrogen companies, so it is not just NEL.

2 - Lithium has hit the news mainstream big time this year.
Knocking the rainbow chasers across to lithium and moving funds out of hydrogen ?

It will be a MIX by 2025 of both lithium and hydrogen so I hope you all have a good selection of both.

Anyway at this point I will hold fire and be back with some more specific points on NEL.

Put a STRONG BUY on as at these levels and the factory readying to move to fully automated and 24/7 production should produce some targeted RNS !

Hope the regulars are all ok and keeping well.

Buy Vulcan , it will be up and running in Berlin before emh even get a blooming spade in the dirt. Dire political situation and such a shame that back in 2018 , 2022 was production date. Such a massive missed oportunity.

Vulcan will be a T target mark my words. Plus its racing forward way faster than emh which is glacial and embarrassingly slow. Czech elections in Sept Oct and 8 weeks holiday for summer.

See you in November for a Rusdian buyout or takeover.

Interest from OIL & GAS Majors who are running to catch up along with specific car major manufacturers who are looking to stump up the remaining cash for access to 248,000 tpa or 30,000tpa Hydroxide. Ya beauty.

"Agressive expansion" being looked at on a global scale with the ex head of Albemarle running operations for Piedmont.

DFS in Sept with dare I say it , supplies to the UK & EU being looked at !

Elections in Czech could hold emh back once again and where is the offtake being spouted out in April ... ?
Not my words !

VW had an offer on the table in 2018 for gods sake.

Russia taking Ford under its wing along with its own battery Gigafactory , so be careful and watch out for the usual chaos of EU v Russia fighting over who gets control of this WORLDCLASS mine !

Safer to buy Cornish tbh at this point with the Ruskies bombing the UK fleet.

https://youtu.be/VWzsCzk0zPc

"British Lithium has secured a £2.9m grant from Innovate UK to build the plant in Cornwall, which aims to produce 21,000 tonnes of lithium carbonate a year within the next five years."

Just checking back in here and saw the great news posts and the recent rise. Double double checking the figures work out.

On current global extraction rate, British Lithiums 21,000tpa of Lithium Carbonate is not actually very large?
Cinovec in Czech owned by EMH / CEZ & russian influence is looking at 160,000tpa of Lithium Carbonate. Around US$600 per ton current rate ?

If you research the big lithium mines and since the end of 2021 , the majority of big deals , say ... Tesla want Lithium Hydroxide. Lithium Hydroxide IS what the EV car manufacturers want and also the seperate battery gigafactories that supply the majors. It extents battery density and thus range of car in miles.

At 160,000 tons per year LCE ( not the 21,000 to s per year of British Lithium ? ) EMH are looking at a final Lithium Hydroxide production of 21,000 tons per year HYDROXIDE.

21,000 LCE would be around 3,000 tons per year and uneconomical by a heck of a long way ?

Average CAPEX for Lithium mine is approx US$250-500M. Add on a Hydroxide plant at an average US$350-375M and you begin to edge up towards a CAPEX of US$750-1Billion.

Just a thought. Something needs to increase big time for investors to make good money here ?

Albemarle hydroxide chief moved to Piedmont. Up £5.00 today approx. £5.00 in a day because the hydroxide guy from Albemarle changed sides.
It clearly enforces HYDROXIDE is key.

The future is hydroxide for all big firms. This is just another major pointer to the priority that Hydroxide is going to be.
A fantastic coup for Piedmont.
Whats EMH going to come up with for EU ?

OFFTAKE coming ? Skoda in the Czech Republic is 30 years old on Sunday !
https://www.skoda-storyboard.com/en/press-releases/30-years-of-skoda-auto-in-the-volkswagen-group-a-european-economic-success-story/

CZECH SKODA 30th Birthday on Sunday ....probably a good time to celebrate building a new factory with possibly 2.5 BILLION Euros ??? Not sure I would want to be out by the Friday 4.30pm GMT. Just a thought ?
https://www.automotiveworld.com/news-releases/30-years-of-skoda-auto-in-the-volkswagen-group-a-european-economic-success-story/

SKODA 2.5B Investment in Czech tech and batteries. Just out.

https://uk.finance.yahoo.com/news/vws-skoda-invest-2-5-094319511.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAFk0GwWlnglC1V3DTwY3Y03BdX67zZkqmUmgVEDczYa4XUP_A282osxAhCqIp805G930mVOlncdmSoxV_h9bp5l_BH0Gmzb0uif9t-cJBkDF49mFK5HeyPfZZrnDETT6w27xI18oKqmsmSSrprS3DUOPGP8JhWuiFHDIKJ3yfF9i

https://www.spectator.co.uk/article/the-remarkable-rise-of-the-czech-pirate-party

The Pirates and Mayor Party ( yep not making it up hahaha ) look to have a good lead, 34%, over Babis / Kezman Russian control and contracts linking back to Russian funding. Could it be true, finally Babis could be outed ?

Note the CEZ nuclear power station was yet again knocked back because the Czech cabinate want Russian Rosatom ( TVEL currently looking at a lithium battery build in Russia ) to get the deal, rather than EU and US applicants. The Czech cabinet have declared that China will not be allowed to be considered, which imho is good.

Interesting times and oh the memories of last time. Not to be discounted in the short term.

I am very surprised to see this sp being so low.

I would suggest reading back on my many posts from June to December 2020. Nothing has changed and the factory will be opening soon.

I only reduced my posting here as Biden won in Nov which brought Lithium in to play straight away and in a big way too.

I am 100% still on the hydrogen ride and an now splitting my money between both, as both will be winner.

Simply swapping Oil and Gas for Batteries and Hydrogen.
More new tech will come over the next 5-10 years to progress this and I hope we can all pick the next step winner from so many choices.

NEL is a huge buy !!! Purely my own view , not financial advice so please do your own research on anything I post anywhere on LSE forums. I do try to help , ie I did call the raise at NK33.00 to give you all a heads up.

Tyson I see you post on emh. Just be careful mate. Only put it what you can afford to loose. General election in Sept. In Czech politics is brutal. Killings, bribes, russian control and destroy tac tics, the leader of the party who may unseat Babis ( russian crim and involved heavily in cez and eu scams ) is in hiding I believe with a price on his head. I was in emh during the last election and it killed the sp. The Pirates and Mayors Party ( yep not making it up ffs ) look like they are gaining a lead over Babis. Trust me Babis and Kezman or something like that are the real deal for Putin. However these Pirates are pro EU for Czech Rep and want the Euro. Well , will the old guard allow this to continue ? Who knows but Hungary and Turkey are shining lights at what is possible when power needs to be kept.
https://www.google.com/amp/s/kafkadesk.org/2021/01/15/czech-opposition-joins-hands-to-unseat-pm-babis-as-election-looms/amp/

Also check out Russian Lithium battery factory and follow the companies involved and who. Just be aware, the EU know the czech history and will not simply just cough up money if czech is possibly going to have an East v West confrontation ? Vulcan have the EU money already.

I only did this side of Babis research after adding more a couple of weeks ago. Now I see the election is in Sept, I took that back out and bought more Standard Lithium in safe US. The drop is now being backed up and news was due this Q1 so maybe this little rise back to 4.00's is the news is soon?

Still holding a chunk of emh but will take 1.30. Summer holidays in Czech are very long and will run from June to early sept and then straight in to elections. Whatever emh do will not matter as the politics will take over. Trust me in that. It may all be good, but you could quickly loose too.
Just a friendly heads up. Its something I hadn't thought of until I saw Babis name in the press so thought I'd better check it out.

With David Lenigas an Ozzie ramper turning up on twitter , well I know him and how he works. Red flags all over. Any big move and he will sell out, 100% sure of that. Also could just be there to pump emh ahead of offtake news, again pump and dump with DL.

Thank you FX. Good points.

Lithium offtake will also put to bed the drivel still being put out that Zinnwaldite mica has never been converted before. This is still on several forums as people look to buy in and read this rubbish. Put it to bed KC and lets nail a myth. Next ....