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Interesting point 6.45 mins in. ALK. / TVL ALREADY have the recycled lithium feedstock supply bagged.

By law from 2027 lithium hydroxide has to have a certification of recycled lithium content within the hydroxide.

Lithium news. Example of the process ALK & TVL are currently going through. Neatly fits in with the Ontario build up towards EV battery production.
https://finance.yahoo.com/news/zero-waste-low-energy-lithium-131000783.html

Chinasyndrome ( 882 posts ), good repost. Lelele ( 18 posts ) half of which say the same which are unfortunately wrong so 9 of any value says it all.
Lelele just doesnt get it.

Even"IF" ALK spin off TVL they will be the deciding factor = the benifactors of any deal.

An example to a degree not a set loke for like.

CUSN Cornish Metals have let CL Cornish Lithium have access to the land that CUSN have legal rights to

CL have had to pay giving CUSN x amount of equity and will pay royalties on any production revenue.

Even "IF" this did happen and TVL was spun out , Alkemy Capital - the money men - would most certainly be making sure ALK were on top of any deal.

To be clear i'd give it a 20% chance with the current global land grab of anything lithium related. Big majors out there ie GM buying in to Rhyolite lithium mine DIRECTLY !!!

VW have this week stated they ARE 100% looking at buying in to or fully a lithium mine capable of high volume. LCE.

Umicore & VW grabbing cobalt processing.

"Think" on ...
https://www.thechemicalengineer.com/news/umicore-acquires-europe-s-largest-cobalt-refinery/

Part 2 of Q1.

VIS I need help here. With my experience I still struggle with the media and pomp of the "price of lithium hitting record levels" = boom OR

"the price of lithium tanking" so all lithium projects are junk ?

I will use 2018 and EMH as my example.

Lithium price in the toilet. Models all done on PFS at very very low levels going in to DFS. So in 2018/19 model using 80% less of the current lithium price. If the mine had been built for 2021 which was the target date, they would have been rolling in cash.
Even with a later 2021 DFS they could have increased the price to 60% of the current lithium price. They still would be 50%+ above projected revenues?

So any mine opening by 2025 will have been 3-6 years in the planning using those pre 2021 increases as norm ? Not one company mining before 2025 will have used these sky high prices as base level , midcase senarios ?

So why all the media worries ? If investors have read the mining PFS's and DFS's / investment plans they will know they are still quids in.

It is only mines starting PFS drilling now who gave the difficulty of judging the long term ave price to DFS on and raise capital ?

ALK / TVL are bang in the right time line. EMH missed thiers and even worse are STILL in DFS I think ??? I've given up with them but know the geo extremely well , so I also know BL data well too @@.

Whats your take ?

VIS - on Q1 my suggestion was really buyers building to just below the threshold to maintain anonomity.
Then as financing / JV is declared , this will be soon imho due to construction dates and long lead times due to a stressed market supply. Once they offer up the monies for set % of ownership / JV. Then the thresholds will be triggered.
With so few in freefloat approx 3m these chunks which to 95% of companies would appear small, but 5,000 per chunk x 2-5 x per day and you'd soon get close.

The current prices although lower than some would like is bouncing around what seems like a new level.
ALK only need 10 days approx to fix the raising price level inc 10-15% discount to buyer.

Thats why my thoughts on £2.00 approx seem possible? Some seem to think shorting is based on the TVL looking like its going to bloom above ALK teehee , doh.

Thats part one on Q1 ...cont

Lelele, I hope you are ok and in good health.

Genuinely, I would suggest you do what the thread you started says - "think".

If I was your dad , I'd tell you to go get a job that you might be good at because you clearly do not understand Alkemy Capital and what TVL is to Alkemy.

To save you any more embarrassment I'd probably stop posting and do some reading. Really do try and understand the company because its very clear you do not.

Have a great weekend and keep on shorting. Sometimes a big loss leads to a quicker route to a painful lesson. You are heading for a painful lesson, so please , take the weekend to do a full read up on just who , what and why are involved in Tees Valley site, the backers, the players looking to make deals and with whom they will be dealing with.

You were told this 2-3 weeks ago but you still fail to understand.

Dont put in on any bet what you cannot afford to lose and lose quickly. Just a tip from a person who also learnt the hard way, try losing £150,000 on one share.
Yep and now I trust nobody not a CEO or CFO.

The guys with boots in the mines are the best to listen too and high grade private wealth investors ie Australian Wealth Funds know lithium inside and out. They dont get the wool pulled over their eyes very often, its in their blood.

This one's for your weekend. Infact there are 2 questions if I may be so bold ?

"If" offtake from TVL is at the final stages as stated by Recharge Industries of America & Australia, then any of the chunky buys since BV was saved would eventually lead to their financers / lawyers having to declare anything over say 3%, 5% or even 7% in share build up ?
If that threshold is soon to be hit BUT the financing side is also under final discussion beyween interested parties, would a 3/5/7% decleration be needed "if" £250m give or take £100m per interested parties mean that the threshold would then not be 3/5/7% of 7m but if the new equity raising split of lets say £250m cash for equity at £2.50 ave ?
That'd be 100,000,000 new shares nice round number.
Thus taking the 3/5/7% notification of buying over the last 6 weeks way above the accrued shares if today?

New financial year too in 2 weeks so not far off.

Question 2 - "IF" Cornish Lithium come to market and instead of building a £350m hydroxide plant for the brines ( I still think the mica grade is pants and open pit in this day and age , tut tut ) , but should they see TVL as the main processor of their product , saving £350m , would that be better used by buying shares @ £2.00-2.80 ave and then buying in as JV for £100m of the £250m being asked for ?

That way they profit from TVL/ALK 's profits INCLUDING PORT HEDLAND massive lithium spodumene deal with Australian giant .... Win win and spread the risk ?

I'd love to hear what you think but take the weekend as I'm away for a few days.

Just thinking outside the box and waiting for the sp to trigger the 10 day low average = mates rates before issue of finance. Its always the way.

BIG PICTURE , patience to hold is an action of trading, you chose not to give away your wealth when all looks just too bleak to be true.

Please do not listen to what I say or write. Please do your own research. It is your money after all.

13:21pm biggest buy of the day. With only 3m in free float its taking some to buy chunks up.

PS Trader , todays chart. Tetris US style.

Trader , did you see ASX overnight on Weds ? Some battered lithium miners and they ARE the lithium industry bar non at this current moment.
They fall on Chinese demand or should I say poop themselves?

Look I've been in to lithium especially early in Oz, since 2017. These investors are the most informed in major mining imho. Many are in or are tied to mining in Oz, so they take no BS, they understand grade v tonnage v processing v impurities to the enviroment to cleaning up the byproducts to how they link up to the Chinese chain. If I listen to advice I listen to my mate over there and not do much now since the Russians ruined CZ behind the scenes KC @ EMH.
Learnt a hell of a lot when they were going through PFS on cinovec, got all the mine maps, shafts, footage needed to "dirt scrape out" on the entry tunnel to depth where the ceiling could stand a crusher being rigged up underground , without the roof coming in and allowing for 12" either side to widen for the the main tunnel inorder to get the crusher down in the first place.
Interestingly all the widening if the main tunnels is actually pay dirt !
Flipside example at CUSN all the water to be pumped out of South Crofty is not being chemically processed to extract lithium brine prior to the mine opening.
Cinovec starts day one when the pay dirt to simply widen the main access starts.

So what about TVL & ALK ?

PLUG & PLAY. There will be some main construction but each unit for chemical processing has a base plan already set. Tweek each unit for recycled lithium, spodumene, lce low grade or brines and off they go.

Alk is a chemical process so very much derisked on the construction side.

Supply side is what we wait for.

Thing is the CEO of TVL has said recycling will make up part of the start up material.
Li-Cycle just got their $300m+ grant from DOE to start up in....NY State.

So what ?

Well who is mainly behind BritishVolt ? Who is going to be part backing their finances ? The Yanks and who do they ALREADY finance big time ?

THE OZZIES !

Now call me a nob but I know a few people involved in lithium in Oz. As I have clearly posted on MANY occasions about the Ozzie potential , I would suggest stoo worrying about the current share price. Its quite irrelevent tbh at the moment.

The real point at THIS moment is who is buying up the shares being sold ? Ask who is buying them up, every and I mean every single one , up ?

Have you noticed my focus change from possible investors from around the world to a sharpe focus on day trades ? Look back at my posts and you will see about 6 weeks ago + I never posted much about sp - prob about 5-20% if my posts.

Last 4-6 weeks has been 70-80% about WHO IS BUYING !!!

Enjoy and just ignore the drop. As said in previous posts about 10 dats ago. £2.00 and I think its buy territory. Patience is an action not an inaction. Just wait .... PLS is my bet.

China all over it. Anyway, with those guys in charge in Zimbabwe any deal is never a deal nor reliable.

GREED over commonsense. I'd buy from a westerned backed South Africa miner but would even keep that size deal to a small supply % to mitigate leadership change.

They have stated they want large chuncks of profit staying in Zimbabwe along with a few other African countries.

One reason why musk wouldnt touch Africa with a barge pole.

NO SHARES FOR SALE TODAY - well done everyone

https://www.reuters.com/markets/commodities/japan-canada-talks-over-collaboration-battery-metals-supply-chain-2023-03-14/

https://stockhead.com.au/resources/row-your-boat-these-asx-lithium-miners-have-plans-to-head-downstream-and-produce-lithium-hydroxide/

Looking good. More back up of hydroxide to market being the prime driver and end goal.

Lithium news Uk & Canada ink agreement last week.

https://www.gov.uk/government/news/uk-and-canada-sign-agreement-to-boost-green-tech-supply-chains

Last Fridays post ...

"3 trades totalling £60,000 went through today from yesterday. Looking back at the prices they went through at yesterday they look pretty close to above mid point, so my feeling is £60,000 bought. Plus yesterday the price went up 4% so also a nudge towards a buy.

So :-
Mon 39,500 volume
Tues 20,000 volume
Weds 1,700 volume
Thursday 26,000 volume
Friday 14,300 volume

Heighest volume since week starting Feb 6th.
That week this happened =

Alkemy Capital subsidiary Tees Valley works with Recharge Industries

I am still on for Mon / Tues news."

Is it Tursday .... When ALK does 100,000 in a day you wanna be in @@

UK Lithium news - THE MAIN point for me & I repeat it as it is soooo important to note this clarification :-

"Port Hedland merchant refinery in Western Australia which will serve as a hub for Australian spodumene miners, enabling direct access to the growing European battery market. The refinery will aim to become the primary source of feedstock for the TVL refinery in the UK "

UK lithium news - major tick

"Alkemy aims to reduce embedded carbon in the lithium refining process by producing lithium sulphate at the Port Hedland merchant refinery in Western Australia which will serve as a hub for Australian spodumene miners, enabling direct access to the growing European battery market. The refinery will aim to become the primary source of feedstock for the TVL refinery in the UK and enable the production of low-carbon, battery-grade lithium hydroxide."

TVL has the potential to become one of the lowest carbon lithium refining projects in the world.

However for us invested here ( AUKUS nudge )

The next post is THE most important part and my main focus ...