Member Info for MajorOak

Tees Valley Lithium link up with current Rock Tech lithium processing chemical company JordProxa.

Experienced.

"Lithium recoveries based on analysis of a multi-phase test work program covering a broad variety of spodumene concentrates and as simulated in the mass and energy balance indicates a potential average leach extraction of 94.5%, a projected lithium loss in other parts of 3.5% and therefore an overall lithium recovery to 91%. Critically the metallurgical testwork included vendor testwork results for key process equipment supplied by FLSmidth & Co. A/S (Kiln and Roasting circuit) and JordProxa Pty. Ltd and GEA Group AG (Crystallizer Circuit). To allow for operational experience factors and the possible effect of spodumene reactivity, the overall recovery has been discounted to 86% in the process design criteria and subsequently the cashflow model. This conservative approach to recovery has the effect of defining the requirement for higher spodumene and reagent feed rates thereby creating sufficient processing capacity to achieve higher recoveries and process efficiencies once the process has been optimised."

Tees Valley Lithium processing plant is a plug & play chemical plant.

This venture will lead to a process that is proven in design.

My guess is now this venture is announced, those who are happy with JordProxa's previous planning, building results will be in position to understand when actual lithium offtake can be calculated in size , timeframe and investment requirements as the figures firm up.

Another big step.

JordProxa designed, fabricated and dispatched several large-scale orders to site, including an evaporator and two crystallization plants to lithium producer Albemarle in Western Australia.

“JordProxa understands the process fundamentals that influence product quality through evaporation and crystallization. We combine the project delivery skills and global footprint of Jord and Proxa and are perfectly positioned to deliver state of the art plant solutions for ultra-pure battery chemicals at large tonnage scales.”

Tees Valley Lithium and JordProxa to join forces in UK lithium processing plant.

https://www.chemengonline.com/jordproxa-delivers-crystallization-plants-for-global-battery-metal-producers/?printmode=1

Albamerle & BHP in Australia.

BOTH heavily in Pilbrara region.

PROVEN with the biggest of the big players in lithium.

Cheers vis. Yep, all checks and scans done. Just glad its currently not aggresive. Thanks for the good will.

So here's to another bit of hopeful news

https://news.sky.com/story/nissan-to-deliver-boost-for-sunderland-after-government-ev-talks-13013837

Surely there must be pressure on Gov to increase the factories in the uk with the Chinese supplying batteries ???? Doh. Oz is going the other way and slowly breaking the Oz Chinese supply chain.

It has always been the case that other technical advance would and are coming through.

I totally accept these new technologies will come through at higher density and lower cost.

I would suggest the technology of lithium and associated metals within a battery will also be being pushed to ever better levels and lower costs for scale.

So I am not writing off lithium for at least another decade.

Hydrogen has always been in my research an again could prove still better as tech developes. Again 5-7 years in the making.

What would the bulk of the 33 + giga factories built or being built in europe be set up for in the automation processes say VW plants in Germany and Czech ?

They are literally sitting on top of the main world class tonnage of lithium in central euope. Cornwall to Bristol or Birmingham is the distance. Not gonna cost much to ship processed lithium. Make it cheap to extract at bulk using new tech and it may not change much. Supply on the doorstep of a HEAVILY Unionised workforce and jobs a plenty for the Southern Saxony Higher Czech wealthy.

VW are currently all in pretty much in lithium. That is just one company. I would add GLOBALLY top 3 car manufacturer. It would cost jobs, reautomation and change to go fully to a new power source supply.

I think for my 1.5 years left of investing , I will be fine with lithium in any which way it is used.

Long term 5 years+...well I hope to be free from such decisions.

PSA of an 80+ year old slow growth cancer recently diagnosed. Just make ya money and live life as fast as you can. Keep safe and well.

Https://mailchi.mp/talga/land-acquired-5419586?e=d5209eba95

Will this cause others not to miss out on anode supplies for Europe ? Yep for sure as Talga have spent near 8 years developing the product to this level. Finally just rewards.

TVL will be one soon enough.

Https://ojo-publico.com/4422/lithium-boom-europe-putting-pressure-south-america

Hmmmm. Fighting off China by all accounts. Thats a good win by Wogen and TVL to get supply from Soith America.

He knows his stuff. Sure aint investing like musk in S Africa or S America. Australia all the way with THE premium products.

Canada will be within 10 years the next high grade producer, by grade and by volume knocking S America back. They can keep the volumes and political madness. PS I think China and Russia are pretty big influencers now in S Am.

https://thewest.com.au/business/bulls-n-bears/british-billionaire-backs-dart-to-bring-lithium-ship-home-c-12535464

Australia is king in grade and volume. Do the deal Paul and crack on.

pwlx, well as a shareholder i am very interested in knowing who is supposed to supply tvl.

its not like everything paul has said has happened?

traxys being the big metals player tvl did the mou with ....

as an investor i'd rather know who the deals are with to 100% ensure its not a bag of old spanners chat that he is spouting out.

the fact the market has not lapped this up speaks volumes , no ?

s africa , even musk will not touch as its a fast route to getting fleeced.

s america anything could happen, at any time and often does depending on the wind direction and a finger in the air !

i would not invest directly in anything african. burned too many times.

as for s america , same basket, same bandido's.

i am fully behind australian supply and i think the market will move once proper news comes from them. pilbara has some of the best quality in the world and volumes too. should knock any s am or s af supply in to a ****ed hat.

i'm banking on australian assets in the near term with uk brines and uk lithium recycling to feed the remainder.

come on paul. enough of the small stuff or name them for shareholder confidence and the financing of tvl !

Https://m.youtube.com/shorts/3uPfxtVxlQw?feature=share

Yeah, it came up somewhere else for me. Why NOT in the RNS as to S American supply ?

Wogen hardly done anything over there as far as todays research for me has gone.

Mainly China supply focused from the previous news, but Walkabout Resources graphite to move away from Chinese supply is about the latest from Wogen.

Maybe they see benefits to 'western' supply now and hopefully some US energy bounty ?

Interesting the web of funding & finance houses Wogen are linked to and links upon links within the web.

Should have put the S American supply in the notes of the rns though if he is putting out info himself on the same day.

Plenty of digging to do on who the supply is from ?

Albamerle owned ? Or SQM ? Both big down there who can spin off from Chinese supply

Patch, where in the Wogen rns does it say S America?

"Headquartered in London, Wogen has offices in Beijing, Shanghai, Guangzhou, Hong Kong, Johannesburg and Cleveland in the USA. "

Big supplier of graphite to Asia - China mainly.

Joburg interestingly in connection with Acrux capital who deal more with lithium and tied up with FinTech.

Nothing / nobody on any research pointing to S America other than Paul? We all know he wants brines from S A but this rns has no mention?

CEO shows links to ALK TVL and those over at Pensana with their REE project ?

"In South Africa, the world's foremost producer of platinum-group metals (PGMs), a significant amount of minerals can be obtained from the country’s vast amounts of PGMs tailings, that are found in the Bushveld Complex in the Limpopo and North West provinces."

"Mineral recovery technology company FineTech Minerals, in which Acrux Resources is a shareholder, specialises in the recovery of fine and ultrafine oxide mineral particles.".

Very much like reduction of spodumene to Lithium sulphate for transit saving 90% of waste being shipped across the globe?

https://m.miningweekly.com/print-version/-pursuing-critical-minerals-in-discard-tailings-2023-08-14

UK Lithium supply to Tees Valley Lithium from South Africa ?

https://acruxresources.co.za/?trk=public_post-text

UK Lithium gets boost in Tees Valley Lithium supply.

https://www.wogen.com/trader/kenta-brown/

Wogen are opening up lithium supply as part of their expansion. Very much more in to REE's and Graphite.

This is a big step up for Wogen !

I will be following Kenta over the next weeks and months.

Q - What happened to Optivar / Traxys merger and MoU with TVL ALK ?

Still this is movement forward.

Https://vnexplorer.net/monsters-of-rock-allkem-flags-growth-over-dividends-ahead-of-livent-merger-s6782705.html

Very interesting view of global lithium from the 3rd largest player. No dividend but reinvest the profits from last 12 months boom in to increasing its opportunities.

M&A with low sector market caps will naturally grow quickly from here.

Nobody else bothered to put it up ???

Tees Valley Lithium UK LITHIUM Webinar link

https://m.youtube.com/watch?v=YkOQGfpYZ_8&feature=youtu.be

Further to European Lithiums rns...

"The Transaction is progressing through the approval process and remains subject to SEC and Sizzle shareholder approval as outlined above.

Upon the closing of the Transaction, EUR will be issued US$750 million worth of ordinary shares in CRML.

Tony Sage, Chairman of EUR said “The company is excited that after a long and exhaustive process we are the final stages in seeking the SEC's approval to list on the NASDAQ.”