Member Info for pwlx

Nope, quite happy continuing to call you out 👍 I firmly think it’s either a very brave or very arrogant individual who thinks they know better than alllll the lithium supply chain experts and a six billion dollar investment fund. For my money I’ll be following those rather than an anonymous individual with a grudge on a bulletin board…

If you want the q&a link, find it yourself - it’s freely available online.

DLP tech simply does not dispute or replace what Alkemy is trying to do. You’ve chosen to read that into those links you posted despite it being a million miles from commercial viability because it fits with your objectives of either shorting the stock, trying to disparage the business, or gain a cheaper entry price.

We’ve all seen this behaviour a thousand times before, it isn’t original, it isn’t going to work, and it sure as hell isn’t going to be allowed to go uncountered.

Well your true colours are certainly being exposed this evening.

As has already been said, this business model is clearly gaining significant traction - external financiers obviously see a huge amount of value creation possible given they’re in exclusive negotiations to acquire a significant portion of equity in the project. I suspect that they are significantly more knowledgeable than you in the sector and in the long term price forecasts for lithium. Not to mention potential, as yet unproven and not commercially viable direct hydroxide production techniques. Auto makers need stable, secure, European derived supplies of hydroxide and they need them now, not at some unspecified point in the future. TVL’s adaptability allows them to adjust very well for future market conditions, making the business proposition not just good now but strong for the next several decades too.

Once again, I ask you to come clear about your motives - but of course you won’t, because that would be an admission that you’re only here to disrupt and scare people.

You aren’t curious, you know exactly what you’re doing and the fact that you’re becoming abusive when being called out on it demonstrates my point exactly.

You’re here for your own hidden agenda, which clearly is one of three options: Trying to screw over somebody else’s business, you’re shorting and so you’re trying to get the share price down, or you want a cheaper entry price prior to the finance deal that is currently under an exclusive negotiation period.

Come clean about your motives and then we can talk - until then I will continue to call out your behaviour and report your posts to LSE admin. Once more, you are immoral and reprehensible and I won’t be stopping repeating that.

I don’t think I’m happy to leave it at that actually, I’d like to continue questioning your motives. Because as noted, nobody - NOBODY - without an ulterior motive wakes up at 3am and decides to have a tirade against a company they aren’t invested in, purely to ‘warn’ other investors out of the good of their own heart. That simply doesn’t happen. Which means you have an ulterior motive. And whatever it is, whether you’re shorting or whether you’re simply trying to screw over somebody’s business, it’s immoral and reprehensible. So if it’s quite alright with you, and even if it isn’t, I’ll continue calling you out for what you are.

As you are well aware, nobody’s shipping ore anywhere.

Of course I can’t tell you who any of the potential offtakers are because as you are well aware, this will be covered by NDAs until such a time as those agreements become binding.

I’m intrigued that your expectation of the long term lithium price differs so spectacularly to that of industry experts (of which I am certain you are not). DLE and DLP technology is still very much in its infancy. Auto makers are not going to be committing to that for a good number of years until it becomes proven, mainstream and reliable. There will remain a market for TVL’s lithium processing for the long term for its reliability and security of supply, not least due to EU rules dictating sourcing of material.

But by all means, if ALK isn’t for you then please feel free to invest elsewhere. But then you aren’t here because you’re considering investing are you - you’re here because you have a clear vendetta against the company chairman, and you want to see him fail because you are a sad little man. Otherwise, you wouldn’t be here having this conversation in the manner that you are. So go crawl back into the hole from which you came please.

It very clearly isn’t flawed because they’re in discussion with multiple auto makers about offtake, and exclusive discussions with a finance partner who specialises in this kind of investment.

So forgive us if we pay more attention to them than a vituperative little anonymous man on a forum with a comical vendetta against the company chairman.

Beautiful writing style! 😅

Good - reported every single one of his posts, good to see admin sorting it out!

So just to be clear, are we to believe Theorist that you had never heard of Alkemy, or LSE for that matter, before the other day. You then read about it, decided that the proposition was so outrageous, that you urgently out of the good of your heart decided to research UK share chat forums, go to the hassle of creating an account on LSE, and warn all us poor investors who clearly can’t be trusted to make decisions for themselves, about the dangers of investing money into ALK, all for no gain for yourself?

Do you seriously think that investors in so many companies on the LSE haven’t seen this exact behaviour before? Come on. It’s pathetic. You have your own agenda and quite frankly it is immoral. You are the problem with this site and I for one will not stop calling it out.

Theorist in full panic mode now his new burner profile has been identified… Give it a rest man - it’s embarrassing.

Of course Theorist isn’t invested here - he’s a bitter little man who has a vendetta against the chairman. For a long time he was de-ramping Pensana and now having been proved incorrect there he’s moved on to Alkemy. Tragic really. Needs help…

Ahh so it’s you Theorist. Welcome back buddy, now you’ve been proved wrong on Pensana you’ve decided to come here and get proved wrong again. Good to know 👍

And while we’re here, perhaps you’d like to expand on your agenda? Why you’ve suddenly created a brand new profile solely to try and de-ramp Alkemy using information you know to either be false, misleading or out of date. Don’t think we can’t all see it…

And here is some information on the medium to long term anticipated structural deficit in lithium. https://carboncredits.com/lithium-market-in-2025-and-beyond-supply-deficit-looms-with-116b-requirement/

So yes, I think over the 30 year plant life forecasting a 20k USD per tonne Lithium Hydroxide price is pretty decent thanks 👍

Port Headland has been on the back burner for years, the focus is entirely on TVL and the Hydroxide refinery. The company is constantly in offtake discussions with a number of parties and yet you think there’s no demand for their services? Think again…

And forgive me if I don’t take investment advice from a probably bitter previous poster here with a brand new moniker who joined the other day with the sole purpose of trying to de-ramp Alkemy 😂 I repeat, pathetic!

Let’s rebut this nonsense point by point shall we…

First, the company isn’t going to be shipping sulphate or spodumene from anywhere to anywhere else purely because of the waste and CO2 involved. This is very basic information and is available from the company presentation, but then you know that already don’t you. They’re shipping technical grade carbonate from South America, which is very efficient actually, and converting it to Hydroxide in the UK.

Regarding the long term lithium prices, the answer is in your question. Long term. Lithium hydroxide supply is forecast to be in a deficit by 2027, and look when TVL will be producing - 2027. Not bad ‘eh? Financiers look at long term price trends, the spot price today is a factor but only a very small one. We’re well at the bottom of the lithium price cycle, it’s only heading in one direction long term…

Come back when you’ve got something better - this was a pretty pathetic attempt.

I think the Finance Director loaning money to the company is and has always been a solid sign of confidence - means he expects to be repaid! And frankly I'd much rather they take loans from a Director than from an external provider where possible.

I’d welcome the opportunity to buy more for that price!