Member Info for MajorOak

Tesla estimates a need for 240 TWh of energy storage in a fully decarbonized global energy system and expects LFP to make up the bulk of Li-ion volume. That's where FREYR Battery comes in - as a producer of clean, next-generation LFP batteries ???? $FREY
https://t.co/mEBTLCh0PF

Wifes bday and grabbing seconds to post.

Slight error in that I know 7 million shares are in issue anyway.

I just wanted to post to remind some people who think TVL will be listed as its own entity is unlikely to happen.

Yes ALK 100% own TVL.

Could TVL be spun out ? I guess yes if they went TVL UK then TVL Pilbara Minerals Australia. Anything is possible I guess but a large JV in Oz seperate from any other deals maywell come through ?

If it increases potential to increase revenue + ROYALTIES + EXPANSION funding then yeah I'd go for it.

If TVL stays on track as is, well I hope to make a small fortune.

5m 50m 500m shares in issue, this company has the magic to make it happen imho and its the perfect time, just ahead of the curve. Just ahead is riding the very top edge of the wave. Wiil they crash out or win the world title for surfing the top of the lithium wave ? My money is in so I guess I'm bias.

Fri, 25th Feb 2022 07:30
RNS Number : 8377C
Alkemy Capital Investments PLC
25 February 2022
The proposed development timeline is based on progressing production by way of causticisation having achieved better results in recent studies and is also based on knowledge of the accelerated development timelines being achieved on other projects known to the Directors.

The anticipated timeline is as follows:

· Class 4 Capex and Opex study - completed in Q1 2022

· FEED - completed in Q3 2022

· Long lead time procurement - Q3 2022 to Q2 2023

· Financing - Q4 2022

· Main Construction, subject to financing - Q4 2022 to Q4 2023.

Alkemy is currently in discussions with several potential providers of primary lithium sulphate feedstock and expects to make further announcements on this in due course.

Financing now overdue

Teehee VIS just being sarky, not befitting of me.

When you own 100% of the thing that apparently might get listed seperately .... ;-)))

They could easily sell it to say Tesla or VW and ALL production would be used up and more needed to feed these monsters.

Keep an eye out for VW ! I have nothing other than what I know they were doing in 2018 with emh. Got that from the directors of emh & main share holder.
Just a sneaky suspicion.

Pretty sure they will deffo not be selling and not listing TVL seperate just yet. In all probability you could see TVL UK & TVL Oz spun off in 3-5 years as ALK uses the profits to expand it to TVL S America and TVL South Africa.

But no, it will be ALK all the way

Whats to say ALK do not buyout TVL then sell the lot to Piedmont or Tesla ? First mover advantage !

If TVL list I would also imagine in will be before funding is raised. Those who are to fund the project which I state is less than 12 months to starting construction. The finance WILL be needed prior to that to be able to preorder long lead time items to be build and ready to deliver onsite.
This is a plug & play project so again like getting an eco house from Germany, your order will be in excess of 6-12 months prior to fitting. It is not a mine TVL are putting together, but a flow of chemical processing chambers all linked up. It is a pure chemical processing project.

I would also suggest that as TVL is a subsidiary of ALK being the parent company, that ALK themselves may well be asked to increase equity in the project to maximise investment under first mover advantage ?

Just look at Recharge Industries who are to build BritishVolt. Simple Facilitation or whatever the financing company is will not be carping themselves if Recharge go to Seimens for investment. Their holdings profits would increase vastly by having a part of Recharge ?

IF TVL list seperately I think they have 3-6 months max to do it or the main benefits of early buy in sp will be lost by the time financing happens.

IF they do it will not make a jot of difference to ALK. If TVL goes up so will ALK.

TVL can also be bought out.

How would that effect the sp of ALK ? As ALK hold 5m shares listed , those ALK shares in Tees Valley Lithium cannot just be removed.

Any buyout would mean these shares would have to be purchased back.

Right, 12 post Lelelele to your question regarding TVL listing.

1 - If they did what price would they list at ? What is the actual value of TVL alone ? Whatever that value is and thus converted in to a share price that is listed, I would guess the fact that ALK hold 5m shares they would be pretty much equal ? As ALK hold interests only in TVL then any gain or fall in TVL independant value would be matched.

EG CUSN hold the land rights to tin in some areas of Cornwall. They have a deal with Private company Cornish Lithium = TVL.
Cornish Lithium WILL list and CUSN will gain from % share holdings and royalties in Cornish Lithium.
This is not a fully direct like for like BUT is pretty close.
Value for CUSN excluding tin will still be pretty worthwhile having ? There is nothing to be scared of if TVL list seperately, anyway I am sure many of us would buy TVL too as will CUSN shareholders buying in to the Cornish Lithium if/when they list.

2 March 2022



Alkemy Capital Investments Plc

("Alkemy" or the "Company)





Admission to trading on the Main Market of the London Stock Exchange





Further to the Company's press release of 25 February 2022 setting out details of its reverse takeover transaction and change of strategy and following the publication of its Prospectus on 25 February 2022, the Company is now pleased to confirm that its entire issued ordinary share capital, consisting of 5,999,999 Ordinary Shares of £0.02 each, will be admitted to the Standard Listing segment of the Official List of the FCA and to trading on the London Stock Exchange's Main Market for listed securities. Trading in the Company's shares will commence on the London Stock Exchange at 8.00am today under the ticker symbol: ALK and ISIN: GB00BMD6C023.



The Company is not raising any funds in connection with the admission and will have 5,999,999 ordinary shares of £0.02 each in issue. A copy of the Prospectus is available on the Company's website www.alkemycapital.co.uk and the National Storage Mechanism

https://data.fca.org.uk/#/nsm/nationalstoragemechanism.



** Ends **



For further information, please contact:

Sam Quinn
Director, Alkemy Capital Investments Plc
Telephone: 0207 317 0636

Email: info@alkemycapital.co.uk

Vis , still difficult to do in an share where they are forcing the sp down and big news releases mixing up the flow?

More lithium being found.

Peter Lewis, Chairman of Western Yilgarn commented:

“We are very excited by the extremely promising results from the initial exploration programme at Bulga which has identified the potential for a significant pegmatite discovery. The move to secure a greater area of exploration tenure is strategically sound and will secure the potential of the Project.”

Western Yilgarn has completed its phase 1 Auger drill campaign identifying potential for multiple critical minerals targets at its Bulga project in the Northern Goldfields, Western Australia.

Potential Lithium–Caesium–Tantalum (LCT) pegmatites have been identified over a 7x2km anomaly.

This am 09:02 £16,000 x 2 = £34,000 bought £2.72
Late in the day £27,000 + £6,000 sold between £2.48-2.52p.

Today these trades may indicate ISA swap rather than any buying in / worried sellers. Yet there was a drop below what imho is normal?

I know I am posting a lot at the moment but like you it feels like a pinch point if news prior to the finance being in place then the quiet while the get ready and start building which is the boring patience bit again.
We are on the upward curve of positive news, BUT can / should the sp be dropping at this point ?

NARGH - bots / AI if this drops to £2.00 as I suspect now

Hi vis

I think this is what ALK trading is reminding me of :-

CORNISH METALS SUCCESSFULLY CLOSES £40.5 MILLION FINANCING



May 24, 2022

Cornish Metals Inc. (TSX-V/AIM: CUSN) ("Cornish Metals" or the "Company"), a mineral exploration and development company focused on tin / copper projects in Cornwall, United Kingdom, is pleased to announce that it has closed the previously announced £40,500,000 (approximately C$64,800,000 based on the Bank of Canada's closing exchange rate for May 20, 2022 of C$1.6005/£) unit offering (the "Offering") (see news release dated March 28, 2022).



Richard Williams, CEO of Cornish Metals, stated; "The completion of this financing allows Cornish Metals to push ahead with the dewatering of the mine and delivery of a Feasibility Study in order to make a production decision for the South Crofty tin project.

"We welcome Vision Blue Resources as a major shareholder and partner in this venture. We are all very excited about the prospects of seeing South Crofty back in production in the coming years and look forward to enjoying continued support from our stakeholders in the local community."

Details of the financing



Each unit ("Unit") issued under the Offering was priced at 18pence ("p") (C$0.30 for Canadian investors) per Unit, with each Unit comprising one common share of the Company ("Common Share") and one warrant to purchase one additional Common Share exercisable at a price of 27p (C$0.45 for Canadian investors) for a period of 36 months (each, a "Warrant"). On May 19, 2022, the Company received the necessary approvals from the shareholders of the Company at a Special Meeting of the Shareholders (see news release dated May 20, 2022) and from the TSX Venture Exchange (the "TSX-V") to proceed to close the Offering.

I added £10k based on the drop from the longer average of 20-24p, once the price dropped to 17.5p.
Within 5 days I sold the £10k + profit at 26p. It hit 27p to trigger the warrents and within a week was back to the previous long term average around 22-23p.

For no explained reason the US investment got 18p in legal issue , the sp thus dropped and then when the warrents were disclosed at 27p and it started to rise up from the oversell to 16.5p, it was too good an sp to pass up. I got lucky - very very rare - but WHY and HOW did it get triggered to rise SO fast up 10p on no real news as it was released ( as you rightly point out on 28th March ) ?

ALK had a bit of history here.

Only back in December it was up around £3.00 and dropped as low as £1.90 to sell. At the time I doubled my holding which was originally £1.08p ave. with the intention of seeing atleast £5.00++ within 6-18 months.

With offtake looking like being finalised very soon and the market officially being infirmed, this drop seriously has not sense, infact it seems like nonsense to me. I'm not worried at all as my gut feeling is now looking at funding being issued by another US funding company u

Vis cusn may 16 2022 chart. Forced drop for Techmet £15m ( from memory ) then within 5 days 27p options triggered then in 5 days back to 22-23p.

Same tac tic here ? Back to £2.00 raising then news and £3.00+ again ?

If it hits £2 i'm doing what I did then.

It must be a big buy as there has only been one trade in total today, a small sell. Building building building

UK TVL OFFTAKE now can be ticked , fingers crossed !

Spread HAHAH 40P £2.40 to sell £2.80 to buy.

Imho and experiences from the last 2 weeks = LARGE BUYS being filled.

Building also taking places prior to TEES VALLEY LITHIUM MEETING WITH THE AUSTRALIAN PRIMEMINISTER & DEPARTMENT HEADS with a view to EXPANDING PORT HEDLAND and TEES VALLEY LITHIUM LSM SUPPLY TO THE UK REFINERY AND ....
SUPPLY KOREAN GIANT POSCO ???

Lets see , teehee. Cant say I havent been all over this for a few weeks now.

Now we know why the BUILDING of a large stake has been taking place.

First we have BirtishVolt Australians Recharge today stating final stage of buying ALK Lithium Hydroxide for anodes to supply KOREAN GIANT POSCO !!!

£20,000 buy and £20,000 sold.

SCREAMING NOW SOMEONE IS BUILDING STAKES HERE = linked to B V imvho

Like yesterday we had a £38,000 buy after hours.
Interested to see if we get another £35,000+ buyer with £28,000 sell just going through

Building...

1800 shares sold. Kind of nice round numbers. I bet my last penny there will be more large chunks bought today.
Very interesting from a trading point of view.