Member Info for RobinHood69

US LITHIUM asset with all the support ftom Bayer Industrials. Major production to officially start in the next 30-60 days !

Just waiting for the news now the money has been raised.

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

Added another £5,000 today @$3.00.

Lets see where we end up by the Spring 2021 March April ?

Year end target should be $5.00+ with plenty of agreements of off take to be signed and "official" production to start of US LITHIUM @@. Targetted metal by the US Government.

Still amazingly quiet ?

£5.32 to buy IG.

Over the last year ITM has often been within 2/3rds the value of Ceres who are also very quiet on releations rns and contract news.
Looks like a chance for ITM to fill that gap which the charts often show ?

Talga up 12% overnight ....

Hydrogen news. Where are £7.00 by end of day brigade ? In the summer there would have been 30-40 posts by now and 200+ in a day ? Very quiet ?

Toneman , did you listen the the women scientist who works at the Proton OnSite which NEL own producing electrolysers both PEM and Alkaline AND 'other' US Department of Energy R&D. Thing with NEL is , it is one of the big players already producing , supplying and maintaining product globally, like Siemens, Thyssenkrup.
ITM will now start producing a product with the support from Linde/BOC.
Note about Shell. NEL have contracts in California with Shell/Iwatani/Toyota deal. That's could lead to US expansion depending on each State, but Cali are the renewables trailblazers , so looking very good.
I am sure ITM & SHELL are still working together. Get the factory making product and show the lines and supply can work and the big contracts will follow.
Example. NEL predict their new fully automated factory in Heroya 24/7 will produce approx 160 electrolysers per hour at 500 MW. SO ITM should be looking at around 300 per day ? I know NEL are working on an electrolyser which now produces 1 electrolyser unit @ 20MW , which i think from memory was equivilant to 5 electrolysers for the same 20 MW. The tech R&D is moving soooo fast. I know their work with the US Gov on working with nuclear involves a new reverse energy cycle generation electrolyser baaed on R&D papers. This is next generation stuff.
Finally great for ITM to prove their abilities and get the factory ready to open.
2021 is going to be a great year for hydrogen.

2021 EU Talga EV anodes in Farasis German plant , opening by year end. Expect a major swing up in the sp.
https://renewablesnow.com/news/farasis-energy-selecting-site-for-eu-battery-factory-626042/

Talga jv with Farasis. Just a bit of info.
https://www.electrive.com/2020/07/03/mercedes-invests-in-battery-production-with-farasis/

https://cleantechnica.com/2021/01/01/tesla-hiring-battery-engineers-in-north-carolina-semi-truck-engineers-in-nevada/

I REALLY like this bit which stood out a country mile ...
"This is a major step towards establishing our own green hydrogen production through the HySynergy electrolyser in Fredericia in close cooperation with Shell’s refinery operations. It will feed hydrogen directly into the Everfuel value chain, connecting renewable energy production and electrolysis with distribution on high-capacity hydrogen trailers to fueling stations and end-users."

Fuelling stations with Shells help ? How many are we talking for Everfuel ? How many electrolysers will NEL supply ? Nikola Corp take 4 electrolysers approx per hydrogen supply station.

Everfuel Shell deal is talking if the refinery getting up to 1 GW. NEL have the very first order for the refinery via Everfuel of 20MW. What about the other 980MW supply ?

This is just ONE project and NEL's Heroya fully automated factory producing 166 electrolysers per day 24/7 will also be opening @@.

Could NEL produce enough capacity for California Shell/ Iwatani/ Toyota deal ?

Imagine if Nikola does finally get its act together and start breaking soil on some hydrogen refuelling stations , even just 4 or 5 will make the world sit up !

South Korea partners ordered in June 2020, but still want around another 200 units this year 2021.

Australia ammonia prohect with Yara Ferterliser, worlds largest ferterliser company with multiple ammonia plants just ready to convert and remove all that CO2 ?

NEL's potential is HUGE.

Enjoy 2021, its going to be pretty special I think.

"Nel has entered into an agreement with Everfuel for the delivery of a 20 MW electrolyser. The Fredericia facility will have a production capacity of up to 8 tons per day of green hydrogen, made from renewable wind power, with 10 tons of storage capacity. The electrolyser will be delivered in 2021 and fully operational in mid-2022."

10 tons of storage ? Who do we know who stores hydrogen in tanks ???

Shell Fredaricia refinery going up to 1GW electrolyser capacity @@. 20mw order to start with and someone is going to get one big contract to supply the 980MW extra.
https://m.energywatch.eu/article/11774407

https://nelhydrogen.com/press-release/awarded-everfuel-contract-for-fredericia-hydrogen-project/

Hi,
Does anyone have view on one of the most power hungry users on the planet - blockchain ?
I just can't get my head around it. I was talking to a Director in the summer about nano materials and he swore blind that blockchain will intersect most of humanity in the coming years. I have looked and the industry, but as its just so new there are no 10-20 year charts to look at, no way to judge the tens of hundreds of companies all piling in to the sector , worldwide ?
It does however no go un-noticed that this is likely to be fact, so I follow my thinking and it then comes down to investment to mine, time and energy costs per watt.
They draw huge amounts of energy off grid, so will solar and hydrogen be an advantage and to what degree ?
The directors thinking is 5 years forward so it interests me to get in somewhere early, but god knows what I am looking for or at, its all witchcraft and false money to my eyes.
Any help would be much appreciated.

As a guide the EMH lithium mine had costs to production at around $500m and still had an estimated £5-7.00 per share.

The advice I was given on mining was a director who also had Australian gold mines and South American mines, so I learn't a lot from him.

From the 8p buy to finally getting out mainly at 70-80p and the last tranche at around 45p I still made good money, very good money. But never forget to listen abd learn and most if all my luck to become friends with a person on the other side of the world and a million miles away from my lifestyle him being a multi millionaire, he was very kind.

Sorry , ran out of space.

Piedmont is an early buy in to a 12-24 month ride towards open cast production. I know the funding can scare people, but currently Piedmont is 100% owned @@. Tesla have put in an order for tonnage supply by 2022. Mr Musk will push this safe supply so hard and with a US Government now friendly towards hydrogen and NEEDING lithium , be sure in the knowledge that Piedmont will be a name you will hear a lot more by year end 2021 and even more in 2022.

I have not put any targets to the 3, but as a guess based on my research and ' current ' timelines I think a conservative guess at all 3 may be a bit of fun?

Standard Lithium - Autumn 2021 $4-5.00+ could be up to $7-8 if a partner comes in lije Albamerle who have a large processing factory about 200 miles away.

Talga Resources - By March AS$3-3.50 bearing in mind this is based on a long term hold with $AS10.00 my target within 24 months. Its very much a hold investment and buy the dips after big news and progression to mass production.

Piedmont Lithium - By end of 2022 my guess is in excess of $100.00 obviously with multiple variations depending on ownership split, completed financing and costs on the table ( so all in nothing extra than processing the lithium all costs inc ). If the any deal is better than I expect or the currents rates of production are upped then it could easily be possible to see $200.00 per share. An example from an Australian Director invested in EMH underground mine in Cezch Republic had very similar historical data to work from and with the German car industry on the doorstep just like the US 12 gigafactories near Piedmont, was expecting a price of in excess of £5-7.00 per share fully financed and producing. Keep in mind this was underground mining nit simple opencast stripping and the grade in the Czech lithium was lower so more needed to be mined and extra processing needed to get up to the Piedmont Lithiums quality. His quote was when EMH mine was pre Prefeasability , so fag packet starting drills and basic estimate on plant and location etc sp of 8 pence.

8 pence to his target of £5-7.00 fully funded and open.
Piedmont is a better mine.

The only reason EMH Czech mine failed was the government realised they dropped a ******* and gave away billions of dollars to an Australian company, very much like Gordon Brown selling all the UK gold for $250.00, n o b.

Czech also had communist pressures from Russia and on the table interest once they realised how much money was in the ground as lithium batteries technology broke through. They could not allow the agreement to work, but as it was legally binding had to resort to other stalling tactics. The mine should have been producing as of Autumn 2020. My last look it was EMH had sold the majority of holdings because of the impass and inflicted costs to business ie commie foot on the throat for 2 years killed it as a real investment.

Piedmont is safe, solid and has infrastructure

After a fantastic hydrogen year all my holdings are still in place and will remain so throughout 2021 as projects develope.

Looking in to the near term future there are 3 I felt comfortable buying in the last few months. Any dips on these 3 and I will add as my hydrogen sector holdings is pretty comprehensive and with solid companies not "unicorns".

My 3 tips other than my big holding here with my favourite share NEL asa , are :-

1 - Standard Lithium, watch this move in the next 3-4 months as production is due to go mainstream. The recent covid explosion in the US has hit many shares for no good reason, so there was a handy drop back in Dec.

2 - Talga Resources - Graphene Anode specialist with its own mine of geographically safe, very high grade graphite. Plant which will be based on cheap thermo and hydro supply. Like Ceres the partners in the project to buy supply are ALL top draw solid and desperate being mainly European and wanting to stop the threat of Chinese influence within the EU. The money is solid behind the whole venture. Final mine Capex, resource and plans coming out around March. They have just raised money, which has imho again dropped the price handly down just ahead of big news. Solid ASX listed company.

3 - Piedmont Lithium - Some will know I bought this in the autumn. Some will question why when the financing needed to start and get the mine operational in the next 2 years looks so high ? I say the old ways of buying are the best , proven ways. Buy low and do your research.
Lithium will be needed and as before Piedmont is THE only hard rock lithium supply within the US. Tesla are buyers of tonnage and the mine is still only in paper ? Why ?
Look back at the history of the area, the main mine and all the EXTRA seams which have decades old historic drill results ie this is no oil drill to nothing out offshore, this is no gamble that they happen to have found lithium but not sure or quantity or viable grades ? No this is literally rock solid. There are other US claims to lithium rock, but here on the industrial East coast the infrastructure is basically there after the mine closed a couple of decades ago. It is just scaling up the product supply. As with hydrogen years back the requirement for hydrogen could easily be met, but now with whole industries being created those old supplies cannot possible deal with demand and that is why we have all bought in to hydrogen creation companies. Scale up with NEL is the new Heroya fully automatic electrolyser factory to open this year, within 12 months , 24/7 production. It will be a huge step. So back to Piedmont. It is rock solid. History has decades of mine data - tick. US lithium rock , the only true supply not in clay or too mixed with other rocks, or downseaming making extraction costly. No this WILL be opencast, cheap ( as mines go ) , safe country, previously provided industrial lithium. US gov with at least 12 Gigafactories in demand for a lithium.
Piedmont i

Thank you Tyson good luck, sometimes it is all it is - luck.
Stay safe everyone.