Member Info for MajorOak

UK Lithium European competition ?

2 are "slated" to start in late 2026 however they will have to build out processing.

2 bigger plant in the offing are way off in trading terms "slated" to start vaguely in late 2028 in to 2029. A life time away.

So TVL & ALK once Financing is announced and another take off deal accepted along with the current Glencore offtake , ALK TVL will be sitting pretty.

UK Lithium Processing - well Tees Valley Lithium TVL & here at ALK this is the ONLY full processing to battery grade business !

UK Lithium which ever way you cut it is feeling the supply demand rise.

UK lithium demand is expected to surge by 2026, driven by an accelerating electric vehicle (EV) market, with yearly demand projected to increase by over 1,100% between 2024 and 2035. As of early 2026, the sector is characterized by intense demand and tightening global supply, withUK battery manufacturing revenue projected to climb 7.2% in 2025-26.EV Market Drivers: Increased EV production in the UK and EU, supported by zero-emission mandates, is the primary driver.Production & Supply: 2026 is seeing the ramp-up of domestic projects, such as those by Cornish Lithium, which aims for commercial supply by the end of 2026 to support the local automotive supply chain.Market Dynamics: Global lithium prices are stabilising or rising after a correction in 2024-2025, with projections of higher prices in 2026 as supply struggles to keep pace with demand.Energy Storage: The rise of AI and data centres is further increasing the demand for battery energy storage systems (BESS).

Global lithium demand is projected to reach approximately 1.48 million to 1.97 million metric tonnes of lithium carbonate equivalent (LCE) in 2026. Driven by a 22% rise in 2025 EV sales and surging Battery Energy Storage System (BESS) needs, the market is shifting from oversupply toward a deficit, with some analysts forecasting a 65,000-tonne shortfall.Key 2026 Demand DriversEV Growth: Continued growth in electric vehicle sales, particularly in China and Europe, remains the primary demand driver.Energy Storage Systems (BESS): The BESS market is seeing massive adoption, with demand expected to grow around 55% in 2026.Data Centers & Infrastructure: Increased power storage needs for AI and data centers are adding to the demand load.2026 Market OutlookDeficit/Surplus Dynamics: While some projections suggest a market deficit due to supply lagging behind high demand, others highlight a narrowing surplus.Price Forecasts: Due to tightening supply, Chinese lithium carbonate spot prices are expected to remain robust, with some estimates hitting RMB 250,000 per tonne by mid-2026.Supply Constraints: The market is highly sensitive to regulatory changes, particularly in China and with North American, South American, and Australian production facing scrutiny.

Fully agree Clive

It is creeping but with chunks rather than bits.

Not lots of trades buy meaningful.

Looking at the 6 months charts 4 lows and 3 major peaks.

Next peak if following the general trend is £5.25 to £5.50.

IF it is financial and the construction build up can start the 6 months gun, then its well within reason that £6.00-£6.50 could be achieved in the short term.

New lows look like being probable around £4.00 to £4.50 as support. After the recent big USA buying stint in March most around £4.00-£4.20 and looking at the charts this fits in nicely.

Chart looks like my heart rate tracer teehee.

UK Lithium is needed.

The current US mega trend is Rare Earths shortage. Lithium is not really rare BUT

PROCESSING IS RARE and with only 10 ish Million shares available to buy once the finance is announced, another offtake is announced and the clock starts to constructing the building, those single shares are being tipped to increase in value.

Supply & Demand and the demand will be big on news, but remember if it goes big on the first rise on one piece of news , then I would think the coverage would bring the herd and along with other supporting news should see atleast 2 highs to form a new much much higher base.

£3.00 - £3.30 really is a bargain. Some have been lucky to top up lower but the longterm holders will and already are quids in bit know there is so much more money to be made.

Gut feeling 'F' next week , full week and first full week 5 days trading. Then the following week is also 5 days prior to Bank Hol end of May.

OR

First full week in June after Bank Hol. Then the board can go away on hols knowing they've paid for the next 20 years of holidays ;-)

Pure guess. October start , 6 months we are beginning to eat in to that suggestion of time.

Trading chatter at 08:02:34 seconds asking for shares to be made available to fill orders.

I suspect a couple more big chunks to be bought today. Again its feeling like someone is building

Lithium Buyout / Takeover / New offtake / FID with the boom in specialist metals

NOW it the time to Maximise any new investments in to Lithium in the UK.

TOTALLY makes sense to push the button now the Orangeman seems to calming down ?

Forensic

Forensic - elections tomorrow for local interest on the project.

News in the area of TVL progressing would be great.

Boohoo extremely valid.

I hold Rio T and its booming. Got to be great for TVL & ALK.

Forensic, I think they shares were available buy just needed to be transferred from one account to the dealers with confirmation?

I notice the first £40k went through.

I think there are 2 more to come

Another £100,000 most probable today.

I think I posted earlier that £40k x1 x2 or x3 was looking about right due to buy tests mid morning at £3.49-£3.50 for 5000 shares.

Those two big buys back up what I am starting to look for again - as per earlier post

Sorry.

Just seen at 11:17 confirmation of the 9:40 request that £40k is now filled and took just shy of 2 hours to fill.

Look for a declaration of the larger trade later.

11:30am drop to buy at £3.24 from £3.50.

Straight drop.

Need a couple more days to confirm the trend but I'm very very happy to see background interest without being obvious !

A good sign if repeated tomorrow.

Right thats me done until 4pm

The last 3 trades sells are requests for £90,000 in my experience of watching here.

Something to watch for later. 2-3 orders in for £40k each my gut says. Buy £40,000 in one and quote is bang on the bid.

Buy £20,000 & £10,000 and its 10p cheaper.

There must be £40k going through plus 1-2 more looking at the trading codes.

Deffo £40k x 1,2 or even 3 being filled.

My estimate is today will have £25k, £11k and it looks like a £40,000 request to buy.

Based on the 5 weeks Feb to end of March and the methods market makers submit requests for shares prior to them showing.

Interestingly no late big trades yesterday.

I am starting from today to watch that 11am 1.30pm slot for pre orders from the US.

Then again the buy price from 2:25pm to 3pm.

These were two very clear signals here when in my opinion a fund / client was hoovering up shares around £4.00 with 10-20p £10 &£20k buys either side.

Keep in mind the independent uk trader could only get £10 & £20k @ £4.20-4.30 at the time.

BIG chunks were bought around £4.03 average from my notes.

I will not post as much as last time as people got fedup with my updates , but its all posted above so you can do your own observations.

Clive , don't worry mate I'm sure many learnt lessons over the last 2 months.

May should clear things up as we head to newsflow May is 6 months to construction starting which was slated for OCTOBER = 6 months.

Should be a lot of POSITIVE RNS incoming.

Not hanging my hat on the elections more looking at who / how the money for FID is arranged and the general stockmarket blows due to The Orangeman who has lost his mind and the war already.

Isreal are the nuclear elephant in the room. They were a day or so from using tactical weapons back in March.

NO WONDER Iran has declared they have new surprising capabilities and I wonder what they could now be .... It doesn't take a genius after both sides said decades ago they will "wipe them off the map". One HUGE step closer.

Why mention this ? Even if FID gets released the war could hamper the share price rise compared to the expectations prior to war starting and now with tactical nuclear being in the background.

Nothing would stop markets crashing if and its not such a big if now with the way the Isreal's are bombing women and children with no reason but for land grabbing and religion.

I've lost count of the war crimes committed by all sides.

I now have a long term serious illness and mortality hits home very strongly so war trumps - no pun intended - local politics in the prices achieved here are dependant on the elephant in the global room of stockmarkets.

I'm LONG LONG LONG here so it should all come out good in time one way or the other.

£20.00 + DIVIDENDS is the general target for Ling term holders here I think most would agree.

Good luck all.