Member Info for MajorOak

Off topic on IPO's. I generally avoid the pre launch press and often over excitement. My suggestion is just watch and wait. Any good rise is often sold off and then wait for a fair price to be created by the market.
Example Siemens Energy listed off by Siemens Gamesa. £23.00. Went up then straight down to around £18.00 approx. I recc'd a buy at that point and a guy on the forum questioned my sanity ? It must be rubbish if it dropped £5.00 from IPO.

4 weeks later back to £23.00. 4 weeks after that £30.00+.

Patience. That is all.

Here we find ourselves pretty low down. The geology has not changed. There are no nasty surprises other than general market sentiment.

As with EMH Cinovec lithium it has been very up and down but one thing is now in both companies favour is the whole world needs lithium by 2024-25. It seems a way off I know, but look at EMH. That was down and out at 8p not long ago. Soon to hit £1.20 -1.50+ with offtake news I hear within 6-8 weeks. Here we should get drilling news, which I fully predict will be very good.

Anyway, don't panic. Take these easy punches the market is throwing. As Captain Tom always said "tomorrow will be a better day". I'm down a tad here but certainly not worried. Not at all.

Sorry just to mention, Musk is to be the first to trial LCE to Li2OH ( Lithium Hydroxide production for car / truck batteries ) onsite at the actual car production site ! ALL other car manufacturers are stuck with buying from either LG, CATL, Panasonic, SKI, Samsung as they have the lithium supply chain in place. Miss out the middle man, cut down on CO2 footprint and buy a lithium mine ? Check out Tesla looking at Cypress in Nevada. Turned it down to do his own thing.

Again, think on....

Oh , ps, the same process Mr Musk is applying quietly in North Carolina and the Piedmont Lithium mine with old historic data. The mine is not even open nor land even touched yet other than the test drills for lithium. He has bought land in Raliegh and is quietly advertising for battery engineers, just down the road for the Piedmont Lithium mine. Texas plant can use rail and is nearer than his T1 gigafactory in California. Tesla have bought land in Nevada and have created their own method to extract lithium from clay using a salt solution , heated rock/clay and out runs the lithium brine. Using new technology like Standard Lithium simply put in a drier and your solution becomes Lithium Carbonate within 36 hours. The South American Lithium players take 12-18 months and pray it does not rain. Oh, with CO2 in mind transporting lithium LCE from S America to N America and China is not what Musk wants to do and by god he is testing the present old style supply chains of the world supply of lithium and also changing within countries now.

This is a great chance for not a simple tin and copper play , no something you could not even dream up !

Please feel free to check my points and pull me up if I am wrong. Happy to discuss what is coming ...

Just keep in mind the IPO of Cornish Lithium may sooner than you think / Cornish metals may not even be around in 12 months if a very advantageous person promises wealth and job creation ?

LITHIUM MICA - see EMH Cinovec for more geologically linked information and the historical geological time link.
With Tin being the main Czech Cinovec mine byproduct and in Cornwall the extra batholith heat exchange under Cornwall and the Cammenelles allowing for subtle changes in molten rock mixes creating more Copper BUT a hell of a lot of granitised mica Zinnwaldite LITHIUM !!!

Look at the share price and drill results for Lithium and Tin at the Cinovec mine , offtake volumes, truely outstanding. Cornish Metals using new high tech methods and hopefully a lower CO2 footprint could well see a certain Mr Musk buying his Bristol land and then what will that do for a Lithium, Copper mine hugely subsidised with $25,000pt Tin production ?

Note, if you think this is wild thinking, check out who Musk bought lithium from in Australia 2 weeks ago. Not a super huge company, but one that was near his factory coming in Indonesia ( Nickel hub in Indonesia, ship over the lithium from Pilbara ) with CO2 at the forefont of his mind.

KRUŠNÉ HORY-ERZGEBIRGE (CZECH REPUBLIC - GERMANY) AND CORNISH (UK) GRANITES AND THEIR RELATED MINERALISATION.

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwiK56uA7ZbvAhXGTcAKHTrCDPUQFjAAegQIARAD&url=https%3A%2F%2Fwww.researchgate.net%2Fpublication%2F235426749_A_comparison_of_the_Krusne_hory-ErzgebirgeCzech_Republic_-_Germany_and_Cornish_UK_granitesand_their_related_mineralization&usg=AOvVaw0R5XhawIgkwv4KOwWW0UCQ

Enjoy and sorry if this has been posted before , BUT it is a direct geological proven link. These are the facts of what is really coming here. Cornish Lithium IPO soon ? I am buying quite a large holding here inorder to hopefully get free shares or much reduced offering when they do. Think on because this is going to happen.

Bought a few tonight on ASX with Piedmont looking a bit high. Had a good run, now for EMH.

EMH Lithium Hydroxide.
Question , what has happened to TerraE ? As part of the EU giant plans for EV car and battery storage , TerraE was one of the early names being given out ?

EMH LITHIUM Hydroxide.
" As I said in an earlier post, CEZ will want first dibs. They are planning to build two gigafactories and will need chemicals. It seems that Tesla are planning to produce their own batteries at their Berlin plant but they also buy cells from CATL, L&G and Panasonic. VW buy cell from CATL and Panasonic. The Koreans are big investors in the Czech Republic and we know that KC has visited Korea with CEZ (thought to have been initiated at Govt level) and is thought to have met Posco and Samsung (L&G perhaps as well).... the Koreans would be good for Czech as they would invest in the whole supply chain in country as opposed to producing batteries for export but the EU might favour European companies if EU grant money forthcoming. Politically the Germans are at the heart of the EU so they may ‘encourage’ us to provide offtakes to battery makers who make for VW, Daimler Benz, BMW (https://thedriven.io/2020/07/02/germany-ramps-up-electric-vehicle-battery-production-with-big-state-subsidies/)
Then there may be Eu encouragement for European Battery producers like NorthVolt, A123, Verkor, Varta, InoBat H3DA.....
It will be interesting to see how it pans out..... the balance between a country’s interests and an industry’s interests. The balance between politics and finance.
If I was a betting man I would say;
CEZ, NorthVolt, InoBat, Panasonic, Tesla"

Many thanks Iain.

LITHIUM great thought process Iain, a long term holder who we should all make time for. Hope you do not mind me reposting your great reply under a new deserving thread.

Who is linked to who though ? :-)))

VW = CATL or LG or Panasonic ? Etc etc

TESLA = LG & PANASONIC and anyone else whi can provide them with 50,000tpa of Li2OH per year @@ ££££

I think Fingers or Iain put out a long list of 5,000tpa to about 30 different clients late last week ?

Would be interesting to see that again ?

Hugh Heffman.

LITHIUM Buy.

Could you please suggest from your experienes being very long term holders the possible / probable

Companies and/or the Gigafactories associated for possible newbies wanting to add , keeping in mind the offtake possibilities.

EG if CATL or LG put in an offtake , who would they likely supply ? There are so many car manufacturers and gigafactories I am getting confused who may deal with say a VW OFFTAKE ?

Tyson, EMH get in soon. I know fingers who posts on there.
He owns mines .... I cant say anymore. Get in SOON ! Another pll situation @@

Fingers , anything on the Czech listing ?
Anything on THE offftake ? Guess lisitng first then offtake.
Add on drill results by May.

Czech Rep has a lonnnng summer so can you ask Keith be aware of the current high media coverage of lithium and the flood of mums , dads and most importantly funds in to US assets that are being back and heavily promoted worldwide now. He needs to push the CEZ & EU funds that may help with development ?
Getting the last licence was done in quick time now CEZ is on board. Prior to that it took an age to get anything done.

Bonus to have the Czech gov part backing CEZ and the move towards lithium mining in Czech and EU supplychain !

Can't wait for my SIPP money 80% lithium related.

Yes , I will retire on this money and 2024-25 is bang on my early retirement date. Well chuffed to get in sub £1.00 and before the main events for this year and a huge £ thank you to Biden and Piedmont ( still got my initial investment riding free now over there and cannot fail ). Thanks PLL and come on the EU and EMH.

ROCK LITHIUM. Took more profit again from Piedmonts belting rise to $83.00 from $25.00 early Jan.

Another £10,000 in today so thats £20,000 in 2 days on top of my @@ initial main holding !

In the EU I trust. Like Bidens Billions specifically for REE's and the lithium supply chain, EMH will massively benefit here. Piedmonts sp is now top heavy so derisked down to EMH who have 200-300% growth to come by year end.

All in my very own opinion.

Ok Keith, let the dogs out and lets get the media talking.

I took £10,000 profit from Piedmont last night when it hit $78.50 and bought £10,000 EMH to add to my other £10,000. Nice time to buy I think with little chance of raising and all the sauce still to come here.
The risk v reward now favours EMH as the herd haven't twigged the potential here yet, but Piedmont has all the Biden renewables and critical metals reports out last week. The herd most definately has arrived there, so time to take a bit out and put in here.
The same will happen here soon enough.
My trade is not showing as yet ?

If Cinovec mine does not need a hydroxide phase, thats a CAPEX saving and time saving of approx $300-375m. Would that not be a saving of 25-35% approx on a the mine profit ? With $1.4B bottom line ?

Anyway , I have said mang times, there is 10+MT LCE in place. Blows a lot of predictions out the water.

Tbh, I am sure whatever the mine is , the profit will be there , they are not going to give lithium away.
IF it is 8,000tpa , there is still 16,000 LiOH for PLL as they are processing 160,000 tpa of LCE , this is what they have targeted and not written in the PFS is now their priority and openly discussed by the CEO. Sayona will initially supply 60,000-100,000 tonnes of LCE so the processing still will be done. My questions is if Tesla want to process their own, as you say the cost for pure LCE will be lower. True.
So why not just buy the mine outright ? Piedmont CEO was interviewed AFTER the Tesla deal and smirked when answered saying they are open to any major buying in or the whole thing ! The tesla deal in my eyes is a down payment to securibg supply / option to buy. They certsinly have the option to buy more.
EMH i hope too will produce Li2OH and am sure they will with CEZ pulling the strings and profiting.

Just on economincs it could be massive news if Tesla build a plant in Berlin. Huge !!!

https://www.mining-journal.com/energy-minerals-news/news/1395736/tesla-to-build-lithium-hydroxide-refinery-in-texas

IF Tesla open a Lithium Hydroxide plant in Berlin, would this bring forward the whole mining operation , especially IF Tesla bought all product supply, which is what they WILL need. Its not a friendly out there, it is business dog eat dog now !!!

That idea of Musk IS A GAME CHANGER !!!

https://www.mining-journal.com/energy-minerals-news/news/1395736/tesla-to-build-lithium-hydroxide-refinery-in-texas

Could have BIG cost savings for EMH 'IF' the Berlin Factory has a lithium hydroxide processing plant being built NOW !??? Blooming heck. And for my thoughts on Tesla buying out Piedmont .... now gone to 75% chance as they have the option on the take off of increasing it. Buy the mine process the LCE at the factory ?
OR buy the LCE / Hydroxide ship 40k to Raliegh battery plant for mass production to ship abroad too ?
Thrown in 3 spodumene mines in Canada from Sayona and 240,000tpa of LCE.

HUGE news in the lithium hydroxide plant being built on Tesla site !!!

EMH PLL MASSIVE BUYS