Member Info for MajorOak

Posted this on the 4th.

13th July lead to a rise from £1.30 to £1.85 ish.

We hit £1.20-1.30 zone now bouncing up again towards the equity issue price for private CEO funding.

News coming or are they topping up themselves and getting a chunk sub £1.45p ? Why not ...

Anything breaking through £1.90-£1.95 upwards would be extremely intetesting.

Very large trade volume today.

Large amount of trades = tough to buy more than £3,000 in one go due to how few are on the open market.

If Tees Valley Lithium get any good news the PR will be across UK media big time.

If that news has a big name next to it, then the £5.00 will be hit before the equity issue for the the two funding these slack months.

August was the equity issue suggested month.

We have been in the valley of death through the quiet summer months.

Its Winter in Oz so not long until their own EOY bonuses.

Its back to work in the great U S of A and London.

In my opinion the next 3 months for the project are "do" or "die" like BritishVolt around this time last year ! Construction lead times are long so plug n play units need to be on order by Jan 1st 2024 to hit early 2025 full first train production.

The clock is now on from my point of view.

2pm today

Look at the trade times. USA buyer I'm tellin ya

Will do. I'm all for a bit of new info

So theorist they charts and the time the share price moves is false then.

Bet its china then or russia aye ?

Looks like the sp mid price is bang on the issue price.

Lets see is all I will see. I say what I see.

I repeat yet again , U S A link ??? 11.30am GMT and last week had a buying spree.

My 1/2 penny thoughts on the table.

TAKE OFF literally.

Raising was to be issued in August. Nothing.

Raising at £1.45p to be issued still.

Again imho the shares issue will by any day now.

Followed by TAKE OFF literally.

Again imho US backed Australian major player.

I have since last year stated the Billions Pilbara Minerals have in CASH.

Do not think ALBEMARLE will not be taking a peak... They are becoming much more forward in advancing ALL lithium assets. My outsider.

Https://insideevs.com/news/494915/volkswagen-roles-anode-cathode-ev-adoption/

https://www.globalfleet.com/en/manufacturers/global/features/battery-series-volkswagen-boost-performance-through-dry-coating?t%5B0%5D=Battery%20Technology&curl=1

Would TVL be able to chemically process to this specification ?

EU supply is a feature of Tees Valley Lithium's plans.

Https://www.morningstar.co.uk/uk/news/AN_1693819119713174000/in-brief-cleantech-lithium-at-exciting-milestone-on-new-pilot-plant.aspx

Another 5% mover in a sad market. DLE led tech from S America. CEO kept stating S America connection to feedstock.

Time will tell.

Clean Tech

13th July lead to a rise from £1.30 to £1.85 ish.

We hit £1.20-1.30 zone now bouncing up again towards the equity issue price for private CEO funding.

News coming or are they topping up themselves and getting a chunk sub £1.45p ? Why not ...

Unusual ? We get a bump up once 11:30am clicks over ? US interest it looks like to me eyes. Last time was 13th July.

Pwix - we know in these uncertain times money talks.

If I said to you this Jan that Premier League and top European players would sign in droves to play football in Saudi , you'd have laughed me heaven and back.

Money talks. I'm there are talks of money right now but thats for another day.

JV imho all day long 24/7 365.

Barnet ?

What has any company market value or size have to do with a lithium hydroxide processing plant that has a set CAPEX, clear strategy and access via Austealian Government to the lithium fields on the Australian continent ?

EG "if" Pilbara Minerals come to Tees Valley Lithium and say they have 'x' of Lithium Spodumene to process to lithium sulphate to reduce shipping costs, BUT they want 50% of the £2B , would you turn it down ?

That offer has nothing to do with the current size or value of the company.

Its a pure chemical processing play.

Feed spodumene in get lithium hydroxide out.

30+ Gigafactories in Europe want hydroxide or even carbonate BUT THEY NEED IT AND QUICK !

Seriously do not understand why a JV Buyout is not majorly in play right now ?

Madness not too fund it from Oz from a large miner ?

Access to the EU and batteries that pass the new EU trading regs taking out brexit issues !!!

UK AUSTRALIA LITHIUM NEWS.

https://www.londonstockexchange.com/news-article/ALK/first-lithium-sulphate-plant-study/16095046

Alkemy Capital Tees Valley Lithium news.

"the model uses a long-term lithium sulphate price of $10,000/t, a long term SC6 price of $1,500/t and a long-term lithium hydroxide price of $25,000/t"

Based on the statistics of an average from year 2017 to 2022, the lithium sulphate price quoted here is below the current demand price expected as both demand for lithium and production in mining both increase.

The balance for useable lithium hydroxide will still NOT BE ENOUGH by quite a large tonnage by 2027 more likely 2030 as projects like here seem to be under GLOBAL FINANCIAL FUNDING pressures.

It is not just the UK in general which is being hit hard by inflation.

I STILL hold my position here , awaiting he issue of equity scheduled for August approx and I assue this forward looking announcement from Australia which WILL add meat to the OEM's requirements to get their own funding in place now knowing Port Hedland Stage 4 Wave assessment annunced today.

I think the issue will be actioned now and the next step of funding / Traxys feedstock supply will be announced. Then funding for Teesside site , knowing the feedstock from Australia is a go, will come in.

All looking good. The process is beginning to get the building blocks in place.

- all currency figures are USD

"The Olaroz Lithium Facility2 achieved record annual production of 16,703 tonnes, ~30% higher YoY and from the prior record in FY22

Record revenue at Olaroz increased 102% to total US$592.2 million on sales of 13,186 tonnes of lithium carbonate including US$12.3 million of revenue generated from by-product sales

Average realised pricing for lithium carbonate almost doubled YoY to US$43,981/t FOB3. The gross cash margin of 89% remains robust"

This is phase one of Alkemys / Tees Valley Lithium planned production from one train.

Alchemy & Australian ties clearly still relivent and alive.

Please do your own working out and dont base investing on any post - including me - I am just bringing you the bottom line potential.

Do not trust anyone !!!

Some good posting replies thanks for the updates.

GLA.

August equity issue ... Oh its August and £1.45p is the issue price ;-)

Next is £1.30.£1.50 then SURPRISE = £££ with £5.00 the 10 day target for options kerching

ViS , my Uni and also huge nuclear testing being done in both L'boro & Raynesway, Derby.

New nuclear testing site just been bought by RR in Derby too.

Https://www.lexology.com/library/detail.aspx?g=9f2f3878-c1e0-4120-9b70-a0fc573f889c

Includes JLR.

Https://au.finance.yahoo.com/news/allkem-posts-record-production-world-005103471.html

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