Member Info for SirTooSexxxy

New Poster: Are you fking normal you dum fuk?

Idiot #1: Boo Hoo, moderator, that new poster called me a dum fuk. Well it shows your true face now.

New Poster: So you can abuse me initially, I let things go and keep things civil, to the point where I flip my sht at the abuse, and now all of a sudden i am the bad guy?

Idiot #2: I am a ninja master that does my ninja skills in front of my sheep.

New Poster: Ummm, okay? Cool story bro.

Idiot #3: DLP tech is unproven, there is no use case study of it being deployed anywhere.

New Poster: Ummm, here are the links (multiple i might add), that showcase otherwise.

Idiot #3: You've been caught lying because you made a post at 2-3 am in Sydney.

New Poster: ?? Ummm, no bro. I have a sleep schedule that's synced to the US markets, hence why you'll rarely see me make a post during london hours.

Idiot #3: Exposed!!!

It's like, you couldn't possibly be this fking stupid guy??? Sarcasm stems from having to deal with people who are so out to left field, that you have no other way of conveying anything resembling a semblance of a normal edict at conversation, and so just stop trying altogether.

This is the last post i make on here, it's just not worth my time engaging stupid. Best of luck guys.

Highly disingenous. There are also 3 companies i am aware of in Australia who are running direct to hydroxide for modular systems, 1 of which targets spodumene fines, 1 of which is seeing FID later this year for deployment with a major, and the last of which are a competitor to Robert Friedland's DLE Pure Play. If that is not enough, here are a slew of others, and please note, they also go directly to hydroxide. Livent, Energy Source Minerals, GeoLith, Standard Lithium, Lilac Solutions, Summit Nanotech, EnergyX, Watercycle Technologies, POSCO, Adionics, and that's on top of the 3 links I already gave you, and the 5 or so i just mentioned above. Here's another one, a DLE based out in Hong Kong, ShurFQ recently signed a deal on a 10 mil ton Mongolian asset. Also look up Mangrove Lithium, who also convert directly to hydroxide at source on their modular systems. Oh here's another one, Ford has an in house DLE direct to hydroxide, in a deal with Albermarle, for on site deployment, without the need to ship ore 6000 fuking miles, and run a 5000$ upcycle tolling fee. And you'll notice that DLE/DLP provide for colocated units for upcycling to hydroxide battery grade without the ridiculous toll.

'You were exposed — and instead of proving you were legitimate, you tried to mock the observation.' 'If you actually had an any sort of legitimate case, you’d make it by engaging with the facts and the numbers' .

I have been 'EXPOSED'. Yes Watson, I have been 'exposed' by your utter stupidity. Here's a conversation, and then maybe you can understand the underlying condescension and sarcasm as a means of dealing with someone who is so fking stupid that continues to insist you are based in the UK, and that after you're explaining it not to be the case for the millionth time. Why my location even matters, is still a mystery to me? But clearly you know my location better than i do, so i'll just leave it there.

New Poster: Hi, is there a Q&A link, I can't find it (still can't). I saw this business, and what they are saying doesn't make sense in respects to shipping ore 6000 miles to be processed for a markup, when DLE/DLP and oversupply of hydroxide are likely to be the norm going forward.

Idiot #1: You're a theorist, with a burner account.

New Poster: No, everything I say is factual, and here are the links to prove so. its a new account because i don't invest in the lse, but was curious about the financial projections here, seems a little off.

Idiot #1: You have a vendetta against the company, you shouldn't question anything management says. we are all sheep here, and just believe the party line, if you don't believe the party line, then you have bad intentions and are immoral and are trying to bankrupt the company.

New Poster: ? Ummm, no bro. I have never met or talked with the CEO here, I'm just trying to understand what they are saying because that DCF model makes no sense.

Idiot #1: You're a pathetic little man, go crawl back to the hole you came from.

@Wyeowye I'm just not even going to bother with you. You're way to stupid for me to care at this point.

@BarclaysShare I wanted thE Q&A so I could understand what the deal was here because it didn't make any sense to me.

@Lucro I'll address each and every single one of these points, that way you finally keep your mouth shut.

Let's start.

'The sarcasm is cute, but it doesn’t hide the fact that you’ve once again dodged every single point that has been raised.'

The sarcasm is a response to someone stupid enough to continue to insist someone is from thE UK even after they have made clear 22 times they are not.

'You cherry-pick one assumption (the $20k LiOH pricing) but ignore the rest of the fully costed, engineering-validated model — including lower OPEX, reagent efficiency, and market-aligned production start in 2027.'

And yet Alkemy have yet to sign on an offtake partner for their overpriced, 6000 mile shipped hydroxide??? Doesn't that concern you? And even if they were to sign an offtake agreement, there's no telling that such a partner continues to be an offtake partner givenadvancements in the DLE/DLP front where nascent tech allows direct to hydroxide conversions inclussive of ISO certification at battery grade levels. You'll also realise that a lof of OEMs essentially have in house reprocessing to meet internal spec arrangements, and that this would cost them fractions of the 5000$ for 8200$ product, Alkemy are chargin.

'You still haven’t named a single commercial DLP operation producing battery-grade LiOH under an offtake contract with a Tier 1 OEM.'

I just gave you 3 websites, inclussive of IBC who have already deployed at Maricunga, and already have a deal with Panasonic (not Tier 1 enough for you? apparently), on a 22,000 tpa facility that will come into production later this year, https://www.mediabanco.com/simco-un-jv-entre-simbalik-y-grupo-errazuriz-firma-un-acuerdo-con-panasonic-energy-co-panasonic-y-la-japonesa-chori-para-que-simco-desarrolle-y-produzca-litio-amigable-con-el-me/. Not 2027 as Alkemy are suggesting, Alkemy are also delayed, meaning they won't meet that 2027 timeline, it will likely probably be 2029 if we're being realistic. In the meantime, a US DLP producer recently received 450 million dollars in grant money from DOE critical minerals fund, and already have 3 plants operational utilising their DLP tech that they are rolling out at 8 modular sites on top of the 3 already established plants that are ALREADY producing. There is also a company called St Georges, with over 20 NDAs signed, who are using a back end fertiliser conversion, to run into hydroxide directly, and are already deploying their modular systems, with a 100 million dollar financing for their first facility. I spoke with the CEO Frank here, before we had a falling out, after the company nameplated commercialisation of their tech after shareholder had essentially funded r&d for close to 10 years on it, to get into commercial state, a

Like, its one thing to be told continously that a person isn't situated in the UK, and that they don't know the ceo, and you would think after the 20th time someone says this, that you would have th comon fking sense to realise this is the case, but to continue to insist otherwise. man, it's like, you couldn't possibly take stupid to another level, but lo and behold.

"I have already been caught lying", hmmm, and who verified this? You? wonderful detection skills Watson! Quite marvelous.

Or perhaps, a poster has just synced their time schedule to match N American market. Notice not once have i posted at LSE open. It's a 9 hour time difference between London and Sydney, meaning at LSE open, would make it 6:30 pm here. That would be a time an average person would be awake given locality, and yet??? Why is the first post that i have made continue to be just prior to LSE close??? Seems a bit antithetical for a person to be situated in London, and yet never make a single post for the entirety of the stock trading day, but just so happens to make one right before New York markets open.

Give yourself a pat on the back Sherlock. With your detective skills, you should really be working at London Yard, at least you'd actually make money instead of throwing it at a company with questionable financial projections. Here's another one for you, did you notice the fine print in the RNS where it says projections for an NPV and DCF are contingent on the basis of 20,000$ LiOH?? Don't let that one hit you on the head. It's about as blatant a display of "ignorance" (your words), as the laughable attempt you've made at suggesting that DLP is unproven. Hint, it's not. There are cases if you had actually bothered to make an effort to research, that would discount this belief, I literally gave you 3 links which you couldn't be bothered to research, but somehow management to draw an ill informed conclussion from, and yet projected that very "ignorance" on to a nother poster. Maybe actually make an effort and educate yourself.

And yes, the cherry on it all, would you guess? Well, it does look like they have all the ISO specs that allow them to deliver battery grade hydroxide directly to OEM's for use.

Seeing as your knowledge of markets is so complete given your ingenious skills at parsing my whereabouts was, it's no wonder you talk nothing but drivel.

Hey bro, can you jut block me that way i don't have to deal with you. thx

Well, i wanted the q&a link that's why i came here, but instead i have to deal with all this stupidity.

You can harbour whatever malintent you seem to want to project onto a poster, it means nothing to me, and goes for Lucro too. It still match descriptions givenby the company where they presume to think an OEM would stump a 5000$ tolling fee for a product they could easily convert for a fraction of this. And if you had actually bothered to make a single effort in reading about any of those DLP products, which are anything but unproved given deployments, you would come to realise that that hydroxide is battery grade as well.

DLP tech essentially disputes what Alkemy are trying to do, and it does so in a very disruptive manner. If you were that sound about your premise, why wouldn't you just have a normal conversation with me like any normal person would, instead of the unhinged acusations? like, is it really that hard for you to have a real conversation about a market? people are allowed to have differing opinions, its what the market is all about. And company's can say whatever they want, i have seen company's fail all the time after telling people about their grand plans, and even after having major investment from institutional investors go south, there is nothing about this. If you want a prime example of a major company schilling its book, all you need to do is take a look at Li-Cycle, they had costs balloon 3x their initial capex and needed government bailout, on their refining business. Here's a shocker, they're not the only ones!!!

Free forum, you can't abuse a poster and then be like oh boo hoo, you're being abusive, when he calls you out on your sht. like wake up a little

Like are you seriously normal??? it's like how far do you have to drive a person by making up sh*t like he has a vendetta against the ceo, or that he has a motive, when said individual has come on here for the first and is curious about why this business model seems to be seeing traction (or rather no tractoin seeing as both hedland anno offtakers), and asked for the link to the recent q&a and have to listen to fking stupidity, yeah??? look back at your prior posts and tell me who started being abusive 'little pathetic man'? its like pot kettle u dum fk

Yes, the websites that i provided are all fake, in fact i made them up myself! And I also contacted Aramco and asked them to make up a fake JV so that i could come on here and question the viability of a business model that to do date has seen not a singl partner for an offtake agreement fr their premiem priced hydroxide.

It's like dude, there's only soo much stupid i can take.

Are you like fking stupid or something? Were you dropped on your head as a child???

Please do tell me how it is I know a CEO I've never met and miraculously hold a vendetta against???

What are you man, a fking rtard?

Are you aware this is a chat forum? Or did that seem to slip your mind???

What do people do on chat forums, rtard? Hmmm, could it be possible that they discuss stocks, and this includes the viability of what a company is saying and whether it stacks up or not?!! I know morons like you don't seem to have it in you to question the party line dictated by a management whose intent is to sell you a stock, but for those of us that do have a brain cell, we like to question whats being said and whether or not it holds a basis in relevance moving forward.

I don't know crusade of truth you seem to be on, but perhaps a little introspection. A little difficult when you're autistic and a little slow, but perhaps something to conceptualise at the very least!

like, you are by far the stupid person i have ever met on a forum, and that's saying something, because there are real idiots in this world. congrats, you should feel proud taking stupid to such a level. what are you calling out? i'm just curious? that lithium is bound to be oversupply for the forseeable future given o&g tailings, or that there are dlp products that run directly to hydroxide and negate this business??? oh but hey, the analysts say that long term forecasts are 20,000$, the analysts also said that we would be in deficit through this period and only benchmark were calling a 15,000$ lithium price drop. where is it now 'tard? you guessed it, 8200$! talk facts you dum fk! clearly you have none, and so seem to have taken it upon you to run some moral crusade, 'oh you have a vendetta againast the ceo, 'oh you are a theorist', 'oh you're being manipulative', boo hoo.

Like seriously, where is the block button on this lse board. i'd really like to conserve what i have left of my sanity, than have to deal with your fking stupidity.

Okay pixie, I have a vendetta against the ceo of a company, whom I have never met in my life? Maybe you can specifically tell me the reason underlying that vendetta seeing as you are a clairvoyant individual?

It's only a pathetic little man, who seems emottionally stunted at the elementary level, that feels the need to voice such vitriol against a poster genuinely questioning the projections the company seem to doll so freely. Let's leave it at that, I really don't have time for clowns : )

Riiight, and can you tell me a single offtaker for their purported hydroxide?

Are those same OEM's going to be interested once DLP tech hits the market at a discounted pricing to Alkemy's refinery? Markets are always in a state of flux. Projecting an interest out to project completion which I might add is 2027, inreality it will probably be 2029, because lets face it, when in the world do projects actually ever get built on time? By 2029, my personal expectation is that Lithium prices will have sunk to 5000-6000$ per tonne, and DLPs in large part will have already been tested for deployment and will be en mass scaling into the commercial scene. There are a lot of questions to be asked about Alkemy's business model, that if one is truly objective, leave one perplexed as to the economic viability of such a project. Shipping ore 6000 miles to be reprocessed is a thing of the past. There is a shift towards decentralization currently, and that will leave this model of operating untenable. It's always prudent to ask questions. Circumspection leads to a lot of circumvented errors. It was why I couldn't understand this company or what they were doing, and looked into as extensively as i could. i'm sorry, but i just don't understand how this could possibly be viable, the finances of operating it, don't really stack up. forums are for discussing ideas, if you want to throw childish tantrums, okay, lets just not have a conversation at all, because i have better things to do with my life than listen to half the nonsense that gets posted here tbh.

now i know the posters in here are a little ******ed. if you can't understand english inspite of being from the uk where english originated, then i'm not entirely sure what to say to you at this point. there is nothing 'theorist' about this. it's cold... hard... data. clearly something you seem to struggle with given the blinders of your own ignorance, and confirmation biases.

but i'd suggest putting away the moonshine, and the abject poor attempts at an allan poe truth seeking script, when in reality, you couldn't p**** truth, if it hit you in the face.

you're welcome.

Honestly, if stupidity had a voice, he would write in prose.

These are a small list of DLPs currently coming to market. Notice that they convert directly to hydroxide, sans the need for an LCE to LiOH conversion factor at a 5000$ markup. Ehem, cough cough.

https://ibcmrt.com/markets-and-applications/direct-lithium-to-product-dlp/

https://greenlitpurelithium.com/direct-lithium-to-product-dlp-technology/

https://simcolithium.com/extraction-technology/

That's a very small list mind, i can think of another 3 or so just off the top of my head. A company called ShurFQ based out of HongKong recently ran a deal on a Mongolian asset.Expected opex to get to hydroxide is.... drum roll please... 2500-3000$s. I personally know the CEO who vended that property, and I was perplexed, well maybe irked would be a better description.

I know the people in here are a little slow to comprehend, a lot of you seem stunted at the maturity levels of a 6 year old, but I'll try and get this across irrespective. Please i implore you to take your time, in trying to actually understand what's being implying, as opposed to getting high, and writing your bland poetry as a compensating mechanisms for your stupidity.

Here is the question underlying what these DLPs bring to the market, that essentially undercuts Alkemy's business model to the point I believe it is entirely unviable. Why would any producer, ship LCE or Sulfate concentrate 6000 miles from the Americas, to a UK port, to be converted into hydroxide at a 5000$ premium, when they could just as conveniently turn refining direct to LiOH for OEM consumption, at a fraction of that cost basis, given these advancements. These DLP techs are nascent, but as they come to market, in some cases, with a leasing financing model for a back end 5% royalty (okay let's do the math, at 8200$s equates to 410$ per tonne vs the 5000$s being charged by Alkemy and that's not even FOB).

I really can't explain this any more clearly at this point. Notice I actually give you cold hard reasoning here. There is no Lithium supply deficit because of O&G tailings refining, some of the largest players in the world including Aramco, Exon, Shell, Suncor are all pursuing this. A single well in the Albertan oil sands saw a 30 mil ton LCE project just from a single one of these projects, being economical given DLE advancements at 70 mg/L and a 3000-4000$ opex. And so, the assessments of a projected future pricing reverting to a baseline 20,000$ lithium pricing model are entirely untennable, and that is the basis of Alkemy's financial modeling. And it's flawed. Highly flawed.

Hmmm, sounds like you lot have been gettin your moonshine from Duncan from Idaho. I would suggest stopping, he probably makes it from sheep urine just so you know. you and pixie are off the deep end hommie.

https://chemindigest.com/saudi-arabia-discovers-lithium-reserves-in-oil-fields/

Hmmm, I wonder what happens to lithium prices once all of this supply comes online, first production 2026-7. Estimates over 1 billion tons of lithium just from tested deposits alone. That's enough for 200 years of Lithium demand. Oh yeah, I know, LiOH to 20,000$ 😂 And Alkemy will be charging a 5000$ tolling fee for an 8200$ product. Bro, I'm done here, you can't fix stupid.

Uhuh... cool story bro.

The only thing imbarrassing is that someone has questioned a stock you seem to be involved in, and instead of refuting them with hard facts as to why the premise is sound, you respond to childish prattle, to the point that no one can even understand you.

Quite telling.

I'm assuming you are reffering to me as a theorist? You do realize everything i have said can be substantiated. when people have no logical basis by which to argue their thesis, they end up resorting to name calling and just sound unhinged. case in point.

@Beretta I am not, i stumbled upon this company as I am based in Australia, and the developments i am seeing made me essentially question what the deal was here. i don't believe this business model is, or will ever be, viable. not with hydroxide prices where they are, and where they intend to likely be in the future, ie. sure as hell not at 20,000$s.

Wat in God's name are the two of you on about??? business? wat business???? are you high bro?

The two of you are NOT normal for rreal. probably explains why you invest in a company that claims a 5000$ tolling fee when the price of hydroxide is 8200$ and sourcing that LCE will be comparable.