Member Info for MajorOak

"Australia is pushing to accelerate its mining and processing industries, inking agreements with Japan, Germany, the UK and India. Canberra is also adopting a refreshed 2023 Critical Minerals Strategy after unveiling several investment initiatives last year, including a A$2 billion Critical Minerals Facility. Concretely, Australian rare earth mineral supplier Arafura and European wind manufacturer Siemens Gamesa signed an important offtake agreement for new neodymium-praseodymium extraction capacity"
https://investingnews.com/rare-earths-forecast/

You are invested in the places I am so we need to understand how the Australian Critical Metals deal could help UK companies ASD$2B put forward by the Ozzie Gov just like the US IRA USD$3B which is now having a global wave effect.

How do you see this playing out ? US v Oz or US with Oz and does that include the UK more than not ?

Mr barclay ,

Angry again ? Just looked at your post history...

Leave the poster to post what they want?

Or you could just filter as you insist others do to stuff you - the moderator , teehee doesnt like.

Step back a bit , go on holiday , enjoy the sunshine and relax a bit?

You might enjoy being in profit here ?

On April the 3rd Alkemy Capitol closed on £1.37p.

A marker of a large gap being filled as ALK went very quickly from £0.90p to £2.60 without a real pause.
The £1.37p gap has been filled. The traders will have sold out at profit and now the holders should be cleaner and more confident in general of :-

1 - Finance deal coming through
2 - Offtake officially being signed

All within the next few weeks - big fingers crossed.

Construction does need to start by early 2024, so the next few weeks are sooo important to get the finance in to be able to order long lead time items for the "plug n play" chemical factory on Teesside.

Interesting that the price has risen sharply since April 3rd as the end of March was stated as the date for finance being put in place ?

Teehee...I would take a near 90% rise in 3 weeks as , hmmm positive ?

I know there are people experiencing a bad situation on another company, but its not his money coming in since 3rd to bump up the price. I doubled down at £1.55 based on the gap fill, which was needed and the subsiquent rise from £1.37p and the general voulme indicators and times of the rise.
A thread on here mentioning US market times opening and early rises , like today often associated with Oz or US fund orders overnight.

Please Do Your Own Research

Lithium hydroxide produced on Teesside by TVL & ALK could work to this model with the $$$ and pull or all things EV , Storage and green under the IRA US Gov plan?
"He also visited Plants 2, 3 and 4, which are under expansion, to check the construction progress. Plant 2 is scheduled to enter the stage of equipment stabilization and start pilot operation in the second half of this year. It is expected to begin commercial operations as early as the end of this year. The third and fourth plants are currently undergoing site development work and steel framework construction, and targeted to be completed in 2024.

When Plant 4 starts operating, the company will be able to produce up to 1.54 billion square meters of separators, making it the largest separator production facility in Europe. This is equivalent to the separator production capacity required for approximately 2.05 million electric vehicles.

Kim Cheol-jung, CEO stated during his visit to the production base in Poland:

Even though the plants in Poland aim to target the European market, they could also play a preemptive role in responding to the demand in the North American market."

https://batteriesnews.com/sk-ie-technology-ceo-kim-cheol-jung-visited-battery-production-base-poland-emphasizing-the-importance-of-securing-competitive-advantages-through-thorough-preparation/

? Beyond the Battery: Rare Earths in the Energy Transition
?? Thursday 25 May

Register for an exclusive preview of @benchmarkmin's new Rare Earths Forecast service

08:00 (GMT+1) session: https://t.co/ReZXI2cQXp

15:00 (GMT+1) session: https://t.co/CVP51rUQ1u

Lithium battery factories are not just being built, part built and in planning but expanded.
I wonder if Simon Moore of Benchmark is counting these in the 300+ gigafactories ?
BorgWarner to Expand South Carolina Battery Facility, add 3GWh Battery Pack Production with $42 Million Investment.

Hexagon Purus and Panasonic Energy Sign Multi-year Supply Agreement for Battery Cells in North America

??? Hexagon Purus provide hydrogen to its clients.
Why are the trucks electric and not hydrogen ???
NEL Hydrogen backed company.

Just shows.

Lithium Hydroxide news good for Alkemy Capital and Tees Valley Lithium Hydroxide Plant = surely a deal to be done. Mr Musk is crying out again for lithium hydroxide. Previously he stated Lithium Hydroxide producers was a licence to print money.

"Tesla (TSLA) CEO Elon Musk this past week reminded investors of a growing challenge in the US when it comes to the electric vehicle industry — securing refined lithium for EV batteries.

"The choke point is much more on refining capacity than it is on mining. Lithium is actually is very common throughout the world, including in the US," Musk said on Tesla's earnings call. "It's much more a question of where is the refining capacity and can the refining capacity keep up."

Musk highlighted Tesla's plan for a lithium refinery near Corpus Christi, Texas which breaks ground in May."

https://finance.yahoo.com/news/elon-musk-urges-entrepreneurs-please-refine-lithium-as-evs-face-choke-point-150024552.html?fr=sycsrp_catchall

Lithium news that may well benefit heavily in favour of TVL & ALK Lithium deal with Port Hedland & Australian Government as is expected funds see Chile gov taking control. Many will - at the moment - see this freindly change to be bareable. Politicians and global politics change and S America has a history of being a bit unstable.
Australian is pretty miner friendly straight forward country. They have a relationship with the UK , US which they are torally pressing forward with eg nuclear subs tech frim US & UK.
TVL ALK meet with the Australian Gov only last week !
"When or if battery makers renew their contracts with lithium firms in Chile, contract conditions would likely become more difficult than what they saw in the past when there was no state involvement," said Cho Hyunryul, an analyst at Samsung Securities.

The move is likely to spur a shift in future investment in lithium to other countries including Australia, the world's biggest producer, analysts said.

"Policy stability is very important for any mining project ... Mining-friendly jurisdictions like Australia would be places where incremental funds get invested," said Harsh Bardia, an analyst at National Australia Bank's private wealth arm JBWere."

https://www.reuters.com/markets/commodities/chiles-boric-announces-plan-nationalize-lithium-industry-2023-04-21/

$PLL CEO @PLLKeith tells @ines_ferre @YahooFinance: The US may require more than 700,000 MT #lithium hydroxide – 35X more than we can produce annually today – by H2 of this decade… the more we can produce in the U.S., the better. #Lithium #EnergySecurity https://t.co/CpLvA18jWR

Alkemy Capitol and Tees Valley Lithium who are looking for funding should have a ?? telephone that is getting red hot.
The developments of Mexico , Chile, African Nations , US , Japan and China and indications of Australia getting cozy with the US, UK and Canada and Canada signing a trade deal with the Uk, should make any investor here feel this is the year and now is the time ?

https://asia.nikkei.com/Economy/Japan-to-subsidize-half-of-costs-for-lithium-and-key-mineral-projects

This is getting really really interesting even without being invested the plays countries are making in the feeding frenzy is now taking daily turns. The speed this is happening globally is both exciting and "where the hell is all this going?"

Its great ;-)))

Rio Tinto ?
"The minister will visit Rio Tinto’s operations centre in Perth, see the world’s largest bulk export port at Port Hedland, and meet with the Chairman of Alkemy, Paul Atherley, whose firm will supply lithium to a planned refining facility in Teesside, in the North-East of England.

She will also officially inaugurate the new British Consulate General in Perth, which, combined with Tuesday’s pledge, underlines the UK’s commitment to build diplomatic and economic ties across the whole continent of Australia."

Forgot this happened a couple of weeks ago. Since then our price has ...

Rio Tino arguing for UK lithium in parliment...

2 x 2 ?

Rio wanted in to Europe , probsbly have some supply deals prior to the mine operations beig terminated by the locals blicking entry.

Guess they are ooking at investing in the uk and lithium ? Sure looking like they want in to the uk and have HUGE mines in Pilbara region, with monopoly of the infrastructure to Port Hedland !

3 x 3...

Fasinating such high grade majors going to parliment to argue the point of support for our start up companies in the UK.

I hope the uk gets all the support it needs for jobs and to create a new ev sector.

Wonder if Toyota sayng they are binning hydrogen cars , will look at Burnaston Derbyshire to go to ev ?

Really interesting.

Rio Tinto were at the UK parliment meeting asking for more government help along with the UK main lithium players...interesting.
DLE is in Cornish Lithium and Weardales sphere of lithium production.
https://www.saltwire.com/atlantic-canada/business/chiles-lithium-nationalization-shines-light-on-emerging-tech-100846480/

A £1.00 rise in 3 weeks near 90% INCREASE in share price.

Wiseinvetor , take no heed.

Some people are never happy.

IG showing up 10% £2.60 to buy £2.50 to sell.

Theres the drop under pressure to a 10p spread.
The average as I have pointed out regularily is 20 to 30p. A 10p spread indicates to me action on their part not simply waiting for trading to happen.

"The minister will visit Rio Tinto’s operations centre in Perth, see the world’s largest bulk export port at Port Hedland, and meet with the Chairman of Alkemy, Paul Atherley, whose firm will supply lithium to a planned refining facility in Teesside, in the North-East of England.

She will also officially inaugurate the new British Consulate General in Perth, which, combined with Tuesday’s pledge, underlines the UK’s commitment to build diplomatic and economic ties across the whole continent of Australia."

Forgot this happened a couple of weeks ago. Since then our price has ...

Rio Tino arguing for UK lithium in parliment...

2 x 2 ?

Rio wanted in to Europe , probsbly have some supply deals prior to the mine operations beig terminated by the locals blicking entry.

Guess they are ooking at investing in the uk and lithium ? Sure looking like they want in to the uk and have HUGE mines in Pilbara region, with monopoly of the infrastructure to Port Hedland !

3 x 3...

Fasinating such high grade majors going to parliment to argue the point of support for our start up companies in the UK.

I hope the uk gets all the support it needs for jobs and to create a new ev sector.

Wonder if Toyota sayng they are binning hydrogen cars , will look at Burnaston Derbyshire to go to ev ?

Really interesting.

Alkemy Capitol and Tees Valley Lithium who are looking for funding should have a ?? telephone that is getting red hot.
The developments of Mexico , Chile, African Nations , US , Japan and China and indications of Australia getting cozy with the US, UK and Canada and Canada signing a trade deal with the Uk, should make any investor here feel this is the year and now is the time ?

https://asia.nikkei.com/Economy/Japan-to-subsidize-half-of-costs-for-lithium-and-key-mineral-projects

This is getting really really interesting even without being invested the plays countries are making in the feeding frenzy is now taking daily turns. The speed this is happening globally is both exciting and "where the hell is all this going?"

Its great ;-)))

With Rio Tinto actually sitting and presenting at the UK Parlimentary review along with most UK lithium miners and associated companies begging for the bleeding obvious to be done , Cornish Lithium apparently in some kind of supply negotiations / unlikely British Lithium but both or one are tipped to be close and in the knowledge ( VIS can you back me up on this one ? ) that Mr Musk has been to look at sites across the UK especially noted was the Bridgewater site in Somerset right next to the motorway AND WITH ITS OWN STATION.... Exeter revamped to take extra freight to freeport Plymouth
, a deal could well be around.

My gut says Pilbara Joint venture as they have a ASD$1 Billion dollar cash pile and spare high grade spodumene now CATL are to pull out in 2025 the year TVL is set to open for production. Coincidence or luck, I will take either but thats my hat in the ring.

Pilbara by Autumn ?

Lithium Hydroxide news good for Alkemy Capital and Tees Valley Lithium Hydroxide Plant = surely a deal to be done. Mr Musk is crying out again for lithium hydroxide. Previously he stated Lithium Hydroxide producers was a licence to print money.

"Tesla (TSLA) CEO Elon Musk this past week reminded investors of a growing challenge in the US when it comes to the electric vehicle industry — securing refined lithium for EV batteries.

"The choke point is much more on refining capacity than it is on mining. Lithium is actually is very common throughout the world, including in the US," Musk said on Tesla's earnings call. "It's much more a question of where is the refining capacity and can the refining capacity keep up."

Musk highlighted Tesla's plan for a lithium refinery near Corpus Christi, Texas which breaks ground in May."

https://finance.yahoo.com/news/elon-musk-urges-entrepreneurs-please-refine-lithium-as-evs-face-choke-point-150024552.html?fr=sycsrp_catchall

35 times more Lithium Hydroxide required JUST in the US !!!

Over 300 Gigafactories built, being constructed or planned.

The demand by 2030 will be huge.

Those who start supply increase in the second phase 2025-2027 will coin in the money.

3rd phase 2027 - 2030 should be big profits in comparrison to todays markets.

My interest is the next 6 months first off.