Member Info for MrMarmalade

2D seismic plannned 2h23 on Rissana.
EPC requested.
FDP being finalised (prior to award of Production concession).
FID either early in 2023 or in first six months...by end June then.
2 years thereafter to 1st gas June 2025.
JMW (very) optimistically said end 24/early 25.
Just my opinion but I feel there is progress from the significant gas find of one year ago.
BW RR

Have posted this elsewhere.

HTTPS://www.wilsoncenter.org/blog-post/all-eyes-chile-amid-global-scramble-lithium

There is a lot of interest in what Chile comes up with here.

BW RR

While we wait...I found an interesting summary of CTL here.

HTTPS://investingnews.com/cleantech-lithium/

I was at this website to listen to a (very interesting) podcast from Battery Gigafactories Europe from Simon Moores...see below.

HTTPS://investingnews.com/simon-moores-battery-metals-trends/

"Europe did lots of things well from 2017 onwards, they founded the battery alliance which got together industry, finance and politics. They got the discussion going early which got gigafactories designed and built, quite a few of them. Yet that supply chain coherence hasn't really followed."

BW MM

johnt313...welcome aboard.
I guess you have been on the company website in which case you may have seen the latest presentation below. Page 26 has a very brief pathway for the next few months.
https://ctlithium.com/investors/latest-presentation-report/
atb RR

I will be the first to admit I didn't think the recent share price drop was warranted given the cashflows and acreage acquired over the last year. But then again there are many other O&G juniors with the same issue. I am sure we all know what it's like to be 'under water' with a share and have to decide if averaging down is the correct call. Personally I don't expect to see new ath's (post Rose) until we are producing from the Paradox and the roadmap to further production can be drawn with more conviction. This may be soon but I am happy to sit it out as long as the RNS's continue to show development of the asset, prudent use of cashflow and continued strong management.
BW RR

Chain...I have been doing the same, watching the following presentation (Not sure if this is what you read but anyhow).

I first bought end 2019 but have only just seen this interview..don't know how I missed it but have seen everything else! It was a good watch especially whilst I wait for news. When you hear the background to Zephyr (post Rose) it puts our current timelines into context. The foundations being built here are very shrewd. I concur with the Investing matters podcast mentioned.

HTTPS://www.youtube.com/watch?v=lzdKByNSSLw

BW RR

Risky...must admit I thought for a second you were buying for 3.25...nearly dropped my copy of Tar Drillers Monthly. Still a bargain price for newbies/top ups too. Now below value of williston and non ops due to end of tax year and market wobbles imho.

The following is in my eyes a teaser of the Govt plans to be announced at the end of the month and positive for CTL as AB alludes to.

https://www.bnnbloomberg.ca/chile-pushes-new-lithium-extraction-method-in-risk-to-future-supply-1.1899066

BW RR

Value right here!

CTL put out an updated company presentation dated 16.3.23.

It is the same as the one released in Feb but the only change I can see is on p27 Path to Production for Laguna Verde value catalysts. Now reads Dec 23 not Sept 23 which under the circumstances and their many simultaneous projects ongoing is neither a big deal or a surprise.

BW MM

duder71...couldn't have put it better myself.
As I have alluded to elsewhere I feel there are short, medium and long term catalysts for this company if as you say the milestones get ticked off. Looking forward to reading it with fresh eyes this weekend.
BW RR

Proposed listing on ASX by 3Q 2023...
https://www.londonstockexchange.com/news-article/CTL/proposed-listing-on-australian-securities-exchange/15850145

Will be good for our current Australian shareholders as well as potential ones too....all good
BW RR

Raisingdonuts....you have written down my thoughts too. I also keep in mind our $22000 pt forecast and with production cost approx $3500 pt (and Lithium currently selling at $68000). Although as a commodity the price will swing with demand/supply I was reassured when Dale Henderson of Pilbara Minerals spoke recently of why he feels the price will find support due to the demand worldwide , whereas China predominantly has been lifting its value thus far.
Got to like the FTA between Chile and USA too.
Keeping feet on the ground and a clear head but looking forward with cautious optimism!
BW RR

Raisingdonuts...I just wanted to say what a brilliant service you have provided with all this information. Thank you.
I placed an order after hours last night and was fearing the worst when I saw the price jump from today beyond my limit.
Win of the day was finding both trades went through at 8am at 72p. Phew.
Have a good weekend BW RR

This just popped up from CTL on tw*tter..
https://www.globalminingreview.com/mining/09022023/cleantech-lithium-receives-granting-of-licences-and-operational-plans-at-llamara/
Does not appear to have any more info but nontheless shows it is being noticed by related sites.
All good.RR

Interesting Rick Rule chat passed on by the Count of Monte Christo...
https://www.youtube.com/watch?v=HtvEVWAiEXU&t=2757s
and Sprott ETF post by Axonic
WWW.sprott.com/litp-sprott-lithium-miners-etf/
and for what it's worth my take (as MrMarmalade) on these...
Brief Lithium chat starts around 14 mins in.
Says...
1. He owns 3 large producers.
2. The world is not short of Lithium.
3. Demand is so high that the world is short refining and processing capacity.
4. If Lithium price goes lower would rather own co's that can increase their cach flow by de-bottlenecking existing operations.

After looking at these presentations my initial reaction was Sprott has two London listed holdings...CTL and ALL. It is doing what an ETF should and holds 45 co's of varying sizes with a larger weighting to larger co's and several jurisdictions. All good and very early days so will be interesting to watch this play out and especially as the weightings change in the next few years.

Rick is one of many I follow for balance and his nuggets of wisdom are gems.
Unlike an ETF my holdings don't need to follow weightings and so I can make considered judgements and invest accordingly (with the volatility I am happy to endure). I have chosen based on the "prospective" cash flow/environmental aspect and refining capability...hence CTL tick those boxes. I have initiated a position that I am comfortable with and will review this as my conviction grows (or not). This is clearly not a large cap existing operation but a fledgeling company with huge potential and I am comforted with our management skill level and the great strides they are making.
Just my opinion of course.
BW.

The following link was posted on tw*tter from CTL. Glad to see a representative from the American Embassy there too as we know the FTA between Chile and USA will continue to be utilised to build (clean) Lithium availability to US Govt. Go CTL...

https://kmxtechnologies.com/kmx-chile-trip-highlights-water-technology-demand-for-lithium-development/

Apologies if you have seen this but some may not.
Bw RR

Hopefully the links work from Vox and Proactive...
https://www.**********.co.uk/articles/cleantech-lithium-gets-go-ahead-on-new-greenfield-project-747cb4b/

https://www.proactiveinvestors.co.uk/companies/news/1004900/cleantech-lithium-granted-exploration-licences-at-llamara-1004900.html?viewSource=TwitterUK

bwRR

Personally, after the rangebound share price from mid 2021 I am not surprised, this took place as positive news was building and the board used a timely fund raise and bought us our Williston assets. This has been paying out big style and with hedging keeping us above the prevailing oil price too. The volumes bought of late do give the share price the feeling of being primed and I hope that newbies get the rewards they wish for. My initial purchase was not long after CH took over and as my confidence built so did my position. I have several target prices stretching out over the next few years which I am confident they will hit, its just a matter of when!
What a brilliant management team...keep it up.

A great update...
https://www.londonstockexchange.com/news-article/CTL/llamara-licences-granted-and-operational-plans/15818756