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https://www.mining.com/web/chiles-lithium-nationalization-shines-light-on-emerging-tech/

“Now that regulatory bodies are forcing the issue, it’s only going to speed up the innovation and commercialization,” said Teague Egan, CEO of privately held EnergyX, which is building a DLE test facility in northern Chile and has a development project with GM

The goal for Boric and the DLE industry is to extract lithium from brine and re inject what is left back underground, in a closed loop process that does not affect water tables.
“Boric recognizes you can’t just evaporate all the water and wreck the geological structures,”

I wonder just how close the talks CTL have been having are to the very top of the new government in Chile.
We have a very good partner on board, SunResin can and have delivered this tech, the share price drop is panic as usual by short term holders. This is all about 2025-2026 - Nationalization is not happening in that time frame even for SQM or ALB

With the bluster form the Chilean president on Nationalism of the Lithium supply chain, lets have some perspective.
Every country in the world is trying to secure its future. The geopolitical landscape will be drastically different in the next 10-20-30 years.
While the dollar is falling out of favour across the world the word in the main media is that China / Russia BRICS alliance is on the rise, is it really, the Germans and the Japanese both wish to reduce China's ability to dominate.
Japan and Germany in particular have falling birth rates, which will mean falling economic output, we are about to witness the survival mode of each nation in the world coming into play.

The Japanese are looking to invest in minerals with upto 50% of mine costs covered.
https://asia.nikkei.com/Economy/Japan-to-subsidize-half-of-costs-for-lithium-and-key-mineral-projects

The Germans are at it too.
https://financialpost.com/pmn/business-pmn/germany-draws-up-e2-billion-state-fund-to-secure-key-commodities#:~:text=PMN%20Business-,Germany%20Draws%20Up%20%E2%82%AC2%20Billion%20State%20Fund%20to%20Secure,and%20cutting%20reliance%20on%20China.

Let us remember the news just prior to last weeks Boric speach, improvement in the board of directors, continued resource updates coming, continued work towards pilot plant. All that has not gone away.
The resource is there, every nation in the world wants a piece of it. The fundamentals have not changed on that.

Listening to the Joe Lowry seminar from Singapore again, i would be happy for the delay to extend into next year for any off takes, reason being, Joe makes a very good point that the contract price of Li will increase greatly in 2023 from that paid in 2022, new supply vs growth demand will demand it, although the spot price rose to $80k/t and has fallen back, the demand is increasing beyond what supply (including coming online) could hope to achieve. So much so, ESG wont be allowed to hold the NetZero charge back in the short term i'm sure.
The later any off-take is entered into with CTL would increase the likelihood of the off take contract price being substantially above the $22.5k/t price used in CTL earnings projections, if this is the case, free cash flow will be incredible.
Spot price highs should be ignored entirely by the PI looking to invest in this Junk stock. (sarcasm)

SeaHawk, yes i would agree its an important time to introduce the company to Europe proper. There may be background meetings to discuss, some of these may be with the companies having made approaches already as the board has noted these previously in presentations.
Sticking to the timeline set out and the words Steve Kesler has stated a few times, no agreement will be made on off-takes until the resource is proven across both LV & FB, when the RNS lands later this year / early '24 stating the first off-take agreement has been made, we will see many multiples of £ share price by that time. Getting in now in the 50's will be shrewd by LTH to say the least.

JayCurve that's also how i read it.

New options at 57p 8% higher than share price as i write.
15% higher than this morning.

Outstanding news for me, Steve Kesler is vital in the achieving the transition to production for this company. In my view he is the experienced hand in this country at achieving the operational status of this mine. Great news to have him promoted.
The whole board is excellent in my eyes.
Maha Daoudi's CV is also outstanding, her experience looks absolutely ideal for the companies needs at this time, this looks to be another very shrewd move by Aldo and team.

This is all lining up very nicely indeed, buying in as much as i can get at this 50p level.
Looking to have production late 2025 is a very nice line. The company is pushing for this date - golden news - excitement is stirred again with this

Monecor coming back in more likely

TR1 next week

Then 6 weeks later another one saying their out

Have to say i cant disagree with the train of thought there RD.
Policy makers like to make sure the optics sit with them.
Specifics would be difficult to detail, as you say dealing with the politics of it would be a difficult path to navigate respectfully and if done right the way CTL bringing DLE to market in a post nationalized Chile, having paid taxes / royalties for upto 8 years to the government could make it a cost neutral process for the nationalized mining company to commence producing Li. Theoretically.

Exiting couple of years ahead.

As a holder since IPO... All of the questions around resource have been answered for me, the upcoming confirmation in FB resource would cement that we already know., such is the trust in results the board have delivered.

The big query i would like discussion to be around from now on would be the production licences, how the government fits into that and if CTL will actually be granted these licences to move forward to production and profit making. That, for me is the biggest risk in play at present.
Its all rosy producing a timeline to production presentation, but there is light information on when the licences will be applied for and how long these take for approval. I'm not one for criticizing this team but more info would sit well with me.

It is a factual statement to be fair.
Simple bit of research would tell any unsuspecting board reader that the lithium price is still historically very high and over 3 times the price that CTL have based their entire research on.

This Morning's RNS kind of answers the economies of scale debate here.

Multiple drills, with 2 companies, the offering for a drill provider. Shrewd business, keeping cost managed makes for shareholder satisfaction as less dilution required down the line, theoretically.
Still holding the bag, still believing, needs delivery in the next 6-8 months.

Good luck all.

Yes looking like a MM fiddle today, they are looking to hoover up shares can see it taking off if the buy pressure keeps coming below 90p

Spread at 5% - really.

Strong buy still, dont blame profit taking, we have seen over 35% this week.

I bought in on day 1 IPO. Still strong holding, see alot of value in this yet upto 2026 and beyond as things develop

Well done all, a good weekend ahead.

Good news flow from the media, this should pick up in the next week or two, first of the scheduled company attendances to conference season commences Wednesday next week.
Another meeting the following week in Miami.

Those of us already here know the opportunity is brilliant, any new investors turned on from these planned events will hopefully bolster this period of growth in SP. Good Luck all, enjoy this ride.

They've found it. Congratulations to the whole team..

A lovely detached property with 4 acres in the South downs.
The wife's thrilled. DM on DIY duty.

CTL in my view are stand out to all Li prospects due to their BOD, and the location being Chile and the green energy available to power the DLE equipment required for production.

Attractive ESG credentials to EU purchasers
Free trade agreement to the US
Very (possibly the finest, in the Chairman re Escondida) experienced BOD in funding mine production
World leading DLE tech ordered
World leading partner in KMX
Short lead time to production in 2026 (Shareholder returns)

All time high price beaten today, good to see some excitement building on share price again

Llamara now on the table with license granted, let's see if the SP bucks recent trend for a drop on news with a 3rd prospect now open to exploration.

Llamara is huge, Q2 will be interesting to compare with the LV FB figures from early stage

Strongly reiterates what Steve Kesler has been working towards i assume from the times i have heard Steve speak it has always been with focus on the EU market, until recently where it was said that US markets were also a focus, there is so much Li in the ground at LV and FB i don't suppose we need to be picky in where it is sold to geographically.
An in person visit from EU leader may make production licences for proven CTL resource a fast track process down the line.

Strong upside. Eagerly await more news on FB scoping study and ongoing drilling.

That's a useful piece of information / analysis.

With the run of marketing events coming up, lack of sellers and new investors this should move this well into the 100's of millions MCAP