Member Info for RobinHood69

US LITHIUM"Direct Lithium Extraction
The Company’s first-of-its-kind in the world DLE Demonstration Plant is installed at LANXESS’ South Plant facility near El Dorado, Arkansas. The Demonstration Plant utilizes the Company’s proprietary “LiSTR” technology and is designed to continuously process an input tail brine flow of 50 gallons per minute (gpm; or 11.4 m3/hr) from the Lanxess South Plant, which is equivalent to an annual production of between 100-150 tonnes per annum of lithium carbonate. "

USA "commercial viability of lithium extraction from over 150,000 acres of permitted brine operations. The Company has commissioned its first-of-a-kind industrial scale Direct Lithium Extraction Demonstration Plant at LANXESS’ South Plant facility in southern Arkansas. The Demonstration Plant utilizes the Company’s proprietary LiSTR technology to selectively extract lithium from LANXESS’ tailbrine. The Demonstration Plant is being used for proof-of-concept and commercial feasibility studies. The scalable, environmentally-friendly process eliminates the use of evaporation ponds, reduces processing time from months to hours and greatly increases the effective recovery of lithium. The company is also pursuing the resource development of over 30,000 acres of separate brine leases located in southwestern Arkansas and approximately 45,000 acres of mineral leases located in the Mojave Desert in San Bernardino County, California."

US LITHIUM"extremely important milestone for Standard Lithium. We’ve managed to demonstrate the first of its kind continuous extraction of lithium from Smackover brine and we’ve converted it into better than battery quality material. Not only that, but we’ve done it at a large scale, which now allows us to keep on working towards commercialisation. This proof of concept validates our approach over the past four years, and is testament to the hard work and ingenuity of our deep and diverse technical team.”

LITHIUM "innovative technology and lithium project development company is pleased to announce that it has successfully completed the start-to-finish proof of concept of its modern lithium processing technology. Successful operation of the technology at pre-commercial continuous scale has directly extracted lithium from brine in Arkansas and produced a purified, concentrated intermediate product (LiCl solution) which has been converted to better than battery quality lithium carbonate final product."

https://www.standardlithium.com/investors/news-events/press-releases/detail/83/standard-lithium-successfully-completes-proof-of-concept-of

US LITHIUM >99.9% purity lithium carbonate produced (aka ‘3 nines’)
Successful proof-of-concept of modern lithium processing technology
Start-to-finish direct extraction of lithium from brine in Arkansas; production of purified, concentrated intermediate; final conversion to high-purity battery quality lithium carbonate end-product

https://www.standardlithium.com/investors/news-events/press-releases/detail/83/standard-lithium-successfully-completes-proof-of-concept-of

LITHIUM ready to open up to FULL AUTOMATED production in Q1. Lithium supply within the US = Priceless !!!
https://www.globenewswire.com/news-release/2020/12/18/2147838/0/en/Standard-Lithium-Announces-Closing-of-Oversubscribed-34-5-Million-Public-Offering-of-Common-Shares.html

"Raytheon Technologies' Collins Aerospace Division, at a combined value of more than USD 5.4 million. Nel's electrolyser stacks produce critical life support oxygen for U.S. Navy crews on multiple classes of nuclear-powered submarines and are being delivered under an exclusive contract. "
https://www.prnewswire.com/news-releases/nel-asa-receives-purchase-orders-for-us-navy-pem-electrolyser-stacks-301168727.html

NEL HYDROGEN seeming to be a key componant in Denmarks push towards offshore Wind - Hydrogen projects.

Another different set of great MAJOR Consortium members to show how good NEL are.
Companies involved in the project include DEME Group, Neptune Energy, Gasunie, Eneco, TAQA, EBN B.V., NAM, NOGAT B.V., and Noordgastransport B.V.
https://www.offshorewind.biz/2020/12/24/nel-hydrogen-to-deliver-poshydon-electrolysis-system/https://www.offshorewind.biz/2020/12/24/nel-hydrogen-to-deliver-poshydon-electrolysis-system/

NEL HYDROGEN
Seeking Alpha 2 days ago. I give it a strong buy , they give it overvalued ? I think as the UK, EU, Arabia, Australia and most importantly US open up funding to get ecomonirs moving again and invest in long term renewables 2021 will see uplift of 70-100% in my view.
The opening of Heroya Fully Automated Electrolyser Factory 24/7 production , producing initially 166 Electrolysers PER DAY will reflect in a major price rise and supply of product will rapidly increase the Quarter on Quarter profit margins.
I do expect in the very very near future for NEL to increase the Proton OnSite Electrolyser plant in scale up. Wallingford has been producing Electrolysers for years now in the US. As mentioned in the report, this WILL be scaled up with the contacts and contracts being gained , even in the last 6 months, the US will need more and more hydrogen capacity. I would suggest that the R&D being done currently with the US Government Energy Department on Reverse Energy Next Generation Electrolyser results may see Wallingford adapt to scale up these NEW much more energy efficient units v PEM & Alkaline standard units. All my thoughts and gut feeling.

"Conclusion

Nel is one of the few pure-play hydrogen companies. It's the largest electrolyzer producer in the world. This puts it in a perfect position to profit from the increased interest in green hydrogen. It's a best-in-class producer of PEM and alkaline electrolyzers. Together with the hydrogen refueling stations, it can provide hydrogen solutions for many different types of companies.

I believe the share price is rather expensive at the moment. Given the momentum of hydrogen and renewable energy, this could last for a while. It's hard to predict when this will change again. Nel is also rising for the right reasons, the increased backlog and news around new orders show that revenue will soon go up significantly."

https://seekingalpha.com/article/4397276-nel-asa-producing-green-hydrogen-solutions

NEL HYDROGEN - Hyon Project.
https://www.rivieramm.com/news-content-hub/news-content-hub/hydrogen-and-fuel-cells-will-future-proof-shipping-62234

NEL HYDROGEN working with some MAJOR EU / GLOBAL companies :-
"The consortium behind the project also includes Vattenfall, Repsol, ABB, NEL, DNV GL, UMOE and Slåttland, and is supported by academia, research companies and clusters"

NEL HYDROGEN rises due to final concent in Denmark of Deep Purple ( great group ) offshore Wind - Hydrogen project. Now the consorteum can crack on !

https://www.offshorewind.biz/2021/01/07/norwegian-offshore-wind-to-hydrogen-project-gets-financial-boost/

ENGIE HYDROGEN & NEL. Previously posted, but something to remember is coming, an expanded order book.
https://www.azocleantech.com/article.aspx?ArticleID=1107

NEL HYDROGEN smashing year highs by the day.
https://www.h2-view.com/story/nel-awarded-contract-for-fredericia-hydrogen-project/

I bought £5k and I suspect another deal. The US nuclear R&D with major Exelon ?
https://www.marylandmatters.org/2020/12/22/opinion-for-exelon-theres-no-urgent-nuclear-dilemma/

Shell
Toyota
Iwatani
South Korea
Australia - Yara Ferterliser Ammonia project
US California hydrogen stations
Iberdrola
https://renewablesnow.com/news/iberdrola-clears-hurdle-for-solar-component-of-green-hydrogen-project-in-spain-725453/
Could be many things :-)

Covid and the bitcoin chart. My company pays for people to have the flu jab given by one of our care team nurses. Still only 70% took up the option this year even with cvd around. This was an increase in flu jab by around 20%.
If this is mirrored across the UK , we will not be hitting the totals required to allow for a more normal life to return. I read 70-80% minimum would "probably" allow for this.
With this in mind, any world Gov cannot fund all the furlough, debts, extra costs heaped on all sectors of business ? This is a major worry. So with bitcoin flying as the new wave hits, when will the debt bubble factor hit ?
Maybe bitcoin will become the 2022 currency of choice ? Heck they invaded the Senate, so why not lol.

With arb listing in the US driving the main part of share demand, followed closely by those seeking a position on the bitcoin rise, the rise for the next couple of weeks looks possible, BUT what happens in the US could seriously hit.
Lets face it back last March when the world was told of a new virus ( unexpected event ) all markets went down. Trump is one hell of a wild card, but I can see the power he holds. He would love nothing more than to crash the market and say the same old S@@£t that " under this , the best ever Presidency, the Dow hit all time highs and sleepy old Joe has trashed his worlds best ever economy, no question we did the best in the world ever, even the greeks and aztecs nations could not have done what I have " bllxs
"You need me back, I will stop this fake government who stole my landslide".
You can see it happening now. Bidens life is going to be hell.

So although I see a link with covid and the markets, the chart does show bitcoin is priced as anyother share. It cannot go through a major global downturn or leftfield event.

https://bitcoincharts.com/charts/bitstampUSD#rg360ztgSzm1g10zm2g25zv

I would love to hear your views Tyson. I still hold a good chunk of arb so not deramping just being honest and my thoughts above apply to markets in general so anyone else have any thoughts to what they see may happen to shares in general would be good to hear ?

Tyson ( sorry everyone , NEL posts coming up ),
Morning. On arb there are soooo many posts its bubble territory tbh. Gamblers and traders delight. I analysed about 100 posts made notes and what does factor in peoples points is the surge of bitcoin value. As I have made clear I really am not a crypto fan, but I have it from a graphene CEO blockchain will be like when the sim card came out or computor processing got so small its now ceated the internet of everything. However, many of the posts came back to the seperate value of Bitcoin ?
With near 50% of posts bitcoin related points I decided this am to look at bitcoin. Many are saying its a one way ride to $100+ dollars some even more and quoting media like it is fact.
I pulled up the 1 year trend chart. Bitcoin went down like every other share in March and rise like most shares during summer. This new move from $15,000 to $36,000 approx started in Autumn amd has surged since ?

When you look at the chart , think of UK Covid charts. They match the rates of rise in that March everyone paniced because it was a new global virus with no solution, general market crash. Now they have seen recovery during summer BUT the crutial point being electronic payment and probably more electronic investment too and coming with the bitcoin rise comes speculation ? You only have to read arb forum to see some are hundreds if thousands up and are very excited. The bounty will never end ! Now the herd are fully in there is a non stop supply if slurry, imho.

I go back to the bitcoin chart.

"If" this plays out as is very possible the following should be taken in to account ?

1 - US civil unrest now after lastnight. Trump is laughing his head off. He knows one word and he can get a riot. Once out of office, the shackles of Presidency are fully off ! They are after him in several law cases which he can only be charged with after the 20th of Jan. He knows this and to him he will be worried 100%. So what does he normally revert too ? Take the focus away and become the only way Biden can control the 48% of the country that voted against him ? Trump will put himself in the position of saying to Biden, you want to stop oil and gas for climate change, well if you try there will be civil unrest. If you go back and are not so hard on gas and oil I will call the dogs off...for now.
Biden now has Trump with a gun to his head.
This cannot be good for the US stock market ?

Covid , looks like being here until summer before any country gets anywhere close to vaccination levels needed.
I actually am being conservative on this , I personally think by end of year only 60-70% of the UK and less than 50% of the US will have had the vaccine. I work in end of life fund raising. Normal , level headed people in their 50+ are not sure they want the vaccine ??? Yes I know it is unbelievable, but I kid you not there are many people who for unknown reasons have told me so and asked my advice ? ... cont..

Hi Tyson,
Topsliced my investment this am as I am uncomfortable with crypto ( never invest if you do not understand the business ). Obviously I bought more here , its a freebie :-)
Still got more than enough in arb , but now if I lose any due to US meltdown then I win here.
I suspect the demand will keep going well in to Feb so will still be sitting very nicely, but I'm an energy nut so very happy to add here even at year highs.
Looking at what is coming here this year with the new fully automated 24/7 2GW Electrolyser factory and all the other deals, I think get in before it really goes off here.
New target NK55-60 by year end. Still very very undervalued v Ceres and ITM.

Great post Trek. I've found it quite a regular event when my trade has shown up as a sell when bought and buy shown on sell.
I just ignore the values but use it as a very rough guide to indicate volume. Lse is not very good tbh. Dyor and find the tools to help throughout the day to cross ref data.

15 million + in the US now