Member Info for MajorOak

ASX Lithium blows 10%+ over 8 companies growth.
Watch the companies who can process the lithium from base level to high grade lithium hydroxide the anode chemical for long range EV's.

Ready made £350m processing units needed...

https://www.fool.com.au/2023/03/28/8-asx-300-lithium-stocks-surging-over-10-today/

Lithium Arms Race continues in to 2023.

The mad scramble for BULK will continue.....

No less than eight ASX 300 lithium stocks have gained more than 10% today
Investor interest has been spurred by US lithium giant Albemarle’s takeover proposal of Liontown Resources
The Liontown share price is up a whopping 63% on Tuesday.

Australia is a HUGE part of what TVL / ALK share price will be based on as the main bulk feed will come from TVL ALK Port Hedland.

Some on here are still uk regional in thinking.

Scale Facilitation who operate from Australia and have offices in New York State, are building supply chains. Not part of chains but the full chains. That is how they make their money.

They set up the deal for Recharge Industries to buy BritishVolt, knowing that the supply of lithium lce & hydroxide was the point of success or failure for the battery factory.

A post cried out that Recharge Industries dont have any contracts ir customers of their own?
Correct, but BritishVolt was on the verge of collapse.
These guys have moved pretty quickly with targeted investment, have an MoU here with TVL owned by us ALK. Final discussions on offtake agreement. Any week they could be announced, but with BritishVolt only being saved 1 month ago, I would atleast give these guys time to get their feet under the table.

Having assets of HR talent,experience of inturnal Critical Metals Department processes and dealings within the Australian Government again is a great advantage. Geelong , the largest battery factory in Australia is NO COINCIDENCE !!!! This will filter up to the UK and TVL , all in good time.

Finances which are/ were due from the UK Gov fund will naturally be delayed as BritishVolt has new owners, so old paperwork will be ripped up and new contract if grant supply rewritten with all the legal text / international law etc ... Patience for the paperwork changes regarding the part funding.
Once completed then I recon the industry financial deals will fall in to place once the remaining portion of the funding is known, discussed and equity to be issued is confirmed.

My money is partly still on JV with Pilbara Minerals & Offtake with Recharge Energies to start.

The EU offtake will follow.

ALK TVL in Australia will rely on help from Mr Claydon and his experience of working for the AUSTRALIAN GOV in the CRITICAL MINERALS Dept. His job is to help build a supply chain. This will be the guy who brings home the Port Hedland facility.

"Prior to joining Scale Facilitation®, Nick spent an extensive period of time working for the Australian Government, holding leadership roles within the Critical Minerals Office, Department of Prime Minister and Cabinet, and Office of the former Commonwealth Minister for Resources and Water. During these roles Nicholas has developed significant experience in formulating and implementing supportive industry policy, particularly with regards to the critical minerals sector. Prior to his time with the Australian Government Nicholas worked as a geologist with a number of resources companies. "

Albemarle are pretty happy to go with lithium hydroxide in the US. Just out.

ALBEMARLE CORPORATION ANNOUNCES NEW U.S. LITHIUM MEGA-FLEX PROCESSING FACILITY IN SOUTH CAROLINA

MARCH 22, 2023

Planned investment of at least $1.3 billion to help meet surging demand for electric vehicles and lithium-ion batteries.

Putting in to the project $1.3 Billion.

I totally agree with Sattarra and VIS. I think its going to be around £15-20 million, maybe £30 if we are lucky. The rest imho is down to the company providing the feedstock from Australia at this point in time, again my gut. They will want to have equity + royalties imho for any large chunk of ALK TVL.

Once the sign off on supply is known and signed then funds can see the plan, the timeline and invest accordingly. There will be no shortage of public or private investment to cover any equity raise.

Enjoy.

Someone posted that they did not think lithium production in the UK & EU did not need validation. This we in regard to how my recycled product was included within each supply order. All about the safety of lithium and the transit fire risk. Overreaction in my mind , but you know the EU. Plus it grades EU lithium above imported lithium especailly from China. Technically it will slow the Chinese creep of land grab / contract grab across the EU.

"The sustainable production of battery grade lithium carbonate and
hydroxide and decarbonisation of the conversion process will be advantageous in EU markets,
with the implementation of the EU Battery Passport providing regulatory and compliance
requirements for the measure of the carbon footprint of all materials used in lithium-ion batteries."

Hope this shows TVL / ALK will be graded a quality product.

https://www.gov.uk/government/publications/uk-and-north-carolina-co-operation-and-trade-memorandum-of-understanding/memorandum-of-understanding-mou-on-cooperation-and-trade-relations-between-the-us-state-of-north-carolina-and-the-united-kingdom

Traxys have specific Lithium sourcing and trading experience, having entered into agreements with mining companies across Canada and Europe including Nemaska, Lepidico, and European Lithium.

Traxys is also an active member of the International Lithium Association ("ILiA"). Founded in 2021, the ILiA brings together entities that operate across the lithium value chain to support the industry's efforts to supply high-quality lithium sustainably and responsibly. Overall, they aspire to proactively engage the lithium community to pursue better ESG practices.



Further information

For further information, please visit the Company's website: www.alkemycapital.co.uk or www.teesvalleylithium.co.uk

Trader where are the MoU's that have been signed with Lithium small caps in the uk ?

I dont see them but the CEO again very clealy says M O U 's have been signed. ?

Traxys...?

Anyway , another point to add is the gap here. Cpuld see £1.50. I am rubbing my hands and waiting.

What does the CEO of TVL say in the interview ?

Its already signed ! Recycled waste for the plant WILL be one of the initial main feeds. Not my words. They have an agreement already.

In this interview from Nov there is a list of positives , too long for me to quote here and why, but two big points to me are

1 - Tees Valley Lithium plant can change from Hydroxide back to the lesser though of grade by an extra 20% if the market by 2025 is needing more Carbonate. If there us still the high demand for long range ev batteries and the higher grade hydroxide anodes then they can keep it at full throttle.
The plant has options during production in any given year.

2 - RECYCLING ....could be a bute of a simple supply to feedstock from within the uk old lithium battery chain.

As he says its kind of future proofed to atleast 2030. So plenty of time to make our profits.

2025-26 will be ALK golden years imho before the bigger mines come on supply and brines get proven up, all are not anywhere near proving production at scale and not able therefore to produce a PFS to start mine planning process. That puts most well in to the future before they can supply

Every word has a link or points to the future.

"Building a house in the South American lithium triangle". That would be handy if we get an offtake ???

https://youtu.be/d52lUTnWKQo

The suggestion that MoU's are already signed with UK small caps ??? Great if true, but i've no idea why say it if not true ?

Maybe Traxys have signed then up for tonnage of rock as brines are technically to be proven to scale so any quotes for hydroxide production from train 1 will be based on recycling and spodumene feedstock I assume from Port Hedland ?

Trader613 you asked about feedstock?

CEO of TVL - 5:00 in does he not say MoU ' SSS SIGNED ALREADY ???

https://youtu.be/d52lUTnWKQo

Have a look at the Bod review and see just who has worked with other companies and "who" may have some big spodumene access too.

Piedmont links here at TVL are quite well formed ...

I think its an EU / US thing to stop the carp lithium being shipped out from China.
Just like the carp steels and chips that they chuck out with no real quality.

That was what he implied in the video ?

https://youtu.be/MR6GYC3lYhA

TVL / ALK as of last Sept / Oct quote "we already have recycled lithium".... So that is part of the feedstock.

In Feb it was stated recycling would make up the initial part of the plant feedstock. I posted several threads / links regarding this statement of intent to use recycled. Recharge Industries and Scale Facilitate have skin in recycled Critical Metals in the USA.

So that is some feedstock already in the pocket stated in Sept/Oct 2022.

With Recharge Industries & Scaled Facilities buying up BritishVolt and releasing the MoU plus stating that they are in final discussions ie LOI or Offtake deal that ticks the sales route. BritishVolt could use the first full train of production of 24,000tpa on their own.
However, best to spread supply risk across 3-4 partners. TVL / ALK will have 4 trains up by 2025/26 imho.

So that leaves financing. As per video Q1 or edging in to Q2 so we are bang on with the statement made back in Sept/Oct 2022. Please see the presentation.

My money is on PLS in Australia, especially now CATL have announced 2025 is the last year of supply from the Australian spodumene giant.

Again I would be looking at Port Hedland & PLS for news releases. Anything from them and TVL / ALK could go as high as they want ie JV deal part funding from their $600m cash pile from CATL ? JV no funding but as much spodumene as Port Hedland can process to lithium sulphate then shipped to Teeside.

There are 3-4 ways funding can happen , so its daft to speculate too much. They have more than one interested party so its no worry for me.

Australian big news imho will make TVL / ALK blue sky initially. Certainly will set a new trading range well above £3.00.

As for where we are in 3 months ? I'm looking to retire in 2025 @ 55, so I will buy these lows and actively have patience giving time for my investment to grow. 3 months is too close and doesnt mean much to me. I dont want 100% I want multiples.

I thinks its coming together very well.

https://youtu.be/MR6GYC3lYhA

Look for a £10,990 buy @£2.07p. Its my buy. Saud I would near £2.00 and thats my money where my mouth is. Fingers crossed now.

Near enough to my £2.00. With my target in mind a few pennies either way PLUS the buyer over the last 4 weeks , I am ok with the price. Just a bit different on how it got down to £2.00 ish.

Tak - Credit Swiss and Danka USB Banka, got my buy in.

If it goes lower its a buy. For me happy with the levels.

With banking and memories of 2008 wipeout £2.00 here is still a big discount.

Look at a the Lithium stocks on ASX Oz overnight, all got smashed bar a couple.

Banking crisis is being bantered around as spreading.

Its not ALK its just a carp outlook for the economy and the shock to many that 2 banks have had to bail out ! Big banks too.

12 mins in - margins and how ALK / TVL do not work on highs or lows of lithium price.

I would suggest if the lithium feedstock price fell 80% then yes it would surely impact here but if it goes up and back up towards year / all time highs then that would be well above the build cost , supply cost project OPEX.