Member Info for Skelly85

Musk

As part of his quest to collapse the battery supply chain, he mused about the possibility of delving into raw material production. “We might get into the mining business, I don’t know,” he said. “We’ll do whatever we can to make sure we can scale as fast as possible.”

Interesting read on the lithium market

https://www.fnarena.com/index.php/2019/05/29/lithium-ma-heating-up-despite-trade-war/

This share has been down trending for 5 years. Buying this share with the intention of holding long term is deluded. The best way to make money here is gamble you've bought before one of the spikes, the sell when it does.

The bunker is nothing but a forum for people who are emotionally attached to this share. People who are losing a lot of money. People you should not take advice from.

https://electrek.co/2019/05/23/skoda-citigo-iv-electric-car-cheap/?fbclid=IwAR2rroRGamEe9hnJTn5CON3a6680dLvf9f9uwhDFNBBDm0ixHil6FAmBs4Y

VW are definitely interested in raw materials

https://www.electrive.com/2019/05/13/volkswagen-board-releases-e1bn-for-battery-cell-factory/

VW's MoU with Ganfeng will probably be to supply cells to the 600,000 cars it plans to produce in China, starting this year. So there's no reason they won't need more lithium for the cells produced in Europe.

https://finance.yahoo.com/news/vw-cranks-electric-car-plants-124744311.html

Finally, big players investing big money in EUROPEAN battery CELL production.

https://insideevs.com/news/349379/vw-approves-big-investment-in-battery-cell-factory/?fbclid=IwAR1l4U2pBMGy3NEqj_I22FzL8bIVK-UAfTT3RI15RStujlDM6aD9i1biGY8

https://cleantechnica.com/2019/05/03/tesla-talks-mineral-shortages-europe-plans-new-battery-factory/?fbclid=IwAR37b0aklhNbqRu0tRtJuz5oEQhUbItINpr6nYSUvyG7Z8cZwPLtv0qI1a8

Tesla reports a shortage of battery minerals on the horizon.

https://insideevs.com/news/347988/china-lithium-supply-electric-vehicles/?fbclid=IwAR0vwQ5OqAyndThI5kyQX3I9GC304kHR68vwscbdXCCxZQTt5mulzC9N_Ws

https://insideevs.com/news/346382/usage-of-lithium-for-ev-batteries-up-76-in-february/?fbclid=IwAR19GOGVlg3bIgqAyNTHGJ-QtMbqvWJxeq_ifx5HjrakCnC7tznRCKsyasE

https://cleantechnica.com/2019/04/19/volkswagen-group-secures-lithium-supplies-from-ganfeng-lithium/?fbclid=IwAR3L7sEsiTWxp4KKO-pfgOM1Vo0DAxLJnsa0mdUqBZJS-lTq1QXeJIMZcK8

https://insideevs.com/audi-e-tron-production-stalls-out/?fbclid=IwAR3YguVdJO8Ue_SccmYuvgi1zoClYHovFqcbBLCMydZDHFbcrQ1pzbJaXjs


Need more lithium !!!

Rsitup. You are an idiot then. You're picking small pieces of information to suit your bias. China are also installing and producing more renewables than anyone else. The general trend in new power production is towards renewables as it's now cheaper than coal. The majority of countries are closing coal power stations. Why don't you have a look at the UK electricity supply split. If you're unable to change your opinion when new information becomes available then you're not a human worth communicating with. Good luck with that.

Rsitup, you are completely misinformed. Are you really comparing the environmental effects of an EV battery which you can recycle over 80% of, with the thousands of litres of fuel that gets burned in a typical car? Do you really think these new technology vehicles don't need skilled workers to develop, produce and assemble them? If you hold onto these views and a quick Google you're nothing more than an idiot.

Ahh, I just realised there was a further interview on 5th Nov that I'd not seen before.

I can wait. I'm just curious. It's just that interview he was gave said end of October, and maybe even earlier.

Has anyone emailed Kieth asking what the delay is on the PFS?

https://electrek.co/2018/10/25/vw-battery-cell-gigafactory/?fbclid=IwAR2r3OwVy8ptQvQ2uP5X2ezojpZjKqC_7LdUgQlhzcxBF2vlgwKiTmqxl1I

Thanks Fingers,

I know the PFS is imminent. Was just wondering what time time gap would be between the two of them. When You say mining permit, are you talking full mining permit or some kind of pilot plant type of mine. I'm no expert on these things, do Mining permits normally come before or after DFS, or are they not dependent on each other?

What's the ETA on the DFS?