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Thanks Dobs, it's worth a read. Good section on the pitfalls of lithium too.

Daniel Davies interviewed Art Berman yesterday, here's an excerpt of the chat with his views. Induced me to buy a few more!

https://youtu.be/YSSTy5A5CT4?si=Z0JU4zZ22WUeg5Pe

21st is the ceasefire deadline

This all looks very promising!

Do we know (or even have any kind of clue) how many of these projects (in terms of number, or GWh, or funding cost) are ultimately going to be funded?

Yes, possibly. There are many fewer data points for the higher number of cycles so it's pretty difficult to extrapolate after the first 1500 cycles which themselves do show a steep decline.

Found this video really interesting, published Jan 15th:

Unherd: Will Blackouts come to Britain?

https://www.youtube.com/watch?v=Kjl_HjEL3Sc

Glad you clarified that (item 4) BBN!

Thank you for your efforts with this.

One thing we do know for sure is that they have total control of both FB and LV basins, they reiterated this very clearly in the presentation from last week.

I love this final statement by Larry in the RNS, here's hoping..

"I firmly believe that the official launch of Mistral next year will be the most significant announcement in the entire stationary energy storage market in all of 2024."

No mention of Llamara, been very quiet on this for a while, i think we'll have to manage our expectations on this, but all good otherwise.

Difficult to predict anything, even in the short term, with more news on the way.

https://www.energy-storage.news/invinity-moves-to-30-50mwh-deployment-sizes-with-uk-project-targets-100mwh-by-2025/

Price will increase (or at least we'd expect it to...) as de-risking progresses. This will happen way before production in late 2025. Risk/reward decreases as a function of time, everyone has their own position on this timeline where they're comfortable with their own personal risk. Certainly there is potential for the biggest gains for investors at this stage, but it's not for everyone!

I remember quite a while back Aldo saying that he likes to 'under-promise and over-deliver'. That's always stuck with me and whenever I hear him speak I have this at the back of my mind. I think both him and Steve are very straight with us, and when they mention things like 'an expectation of a significant resource upgrade', I believe that we can be confident that positive news will be coming our way before too long.

Recent 10 min interview from Excutive Chairman Dr Steve Kesler, giving a brief update on progress, including DLE:
https://www.youtube.com/watch?v=IMSDBi1Je9k

I agree with that logic RD, and I think that link posted by Richshaw is extremely encouraging, CTL really are well positioned, with the right strategy at the right time.

Directed to Raisingdonuts, or anyone else who feels like answering, are we expecting any more news in Q1? If not, what's the next thing you're expecting to hear about? Just want something to (hopefully) look forward to :)

I watched this webinar live and these bits you highlight are a part of the reason i invested, and did so with all i could afford (not as much as I'd have liked of course!).

I agree with all that RD, but I think the key element going forward is what progress they make with the DLE process.
They have the DLE demo unit from Sun Resin now, and I hope to hear prelim progress on this soon, perhaps in Aldo's presentation on Dec 6th. Getting this working will be key to the success of this company. It may take a bit of time, all brines are NOT the same, but I am hopeful, in conjunction with the Sun Resin expertise that they can make this work.
I'm heavily invested here btw, I believe in them.