Member Info for Wiseinvestor23

Https://www.linkedin.com/posts/ben-kilbey-543b5021_trend-is-your-friend-tiyf-30-06-23-activity-7080555856806694912-hCaU?utm_source=share&utm_medium=member_android

Crazy to think what could be

Short term a potential recovery after the 85%+ drop

But long term if they gave support and then go on to achieve the long term ambitions - 2.3mil mcap currently, over done

Worth spending time on LinkedIn to see how much support AMTE have been receiving

My guess reading between the lines is a collaboration with Allye

They wouldn't have been given nearly 400k if they were certainly about to fail - but it's a legal obligation to include the risks which are true - I made another purchase yesterday and keep feeling tempted to add more

Sentiment is saying a dilutive placing is the only save possible - it's not

Reference the below collaboration

AMTE is far from dead in the water -

Production targeted for Q3 as per yesterday's RNS - then yesterday grant - and there be alot of pressure for AMTE to helped

Https://www.linkedin.com/posts/dancaesar_battery-maker-amte-power-faces-nervous-wait-activity-7080068460407353345--V-Q?utm_source=share&utm_medium=member_android

Extremely risky - but far from dead in the water - read the comments on both posts

https://www.linkedin.com/posts/jonathancarrier_future-of-energy-with-allye-ugcPost-7079760220104609792-y7tm?utm_source=share&utm_medium=member_android

Yesterday RNS, next production batch Q3 23

Https://www.linkedin.com/posts/dancaesar_battery-maker-amte-power-faces-nervous-wait-activity-7080068460407353345--V-Q?utm_source=share&utm_medium=member_android

Extremely risky - but not dead in the water - read the comments above - then see the below

https://www.linkedin.com/posts/jonathancarrier_future-of-energy-with-allye-ugcPost-7079760220104609792-y7tm?utm_source=share&utm_medium=member_android

Holding till 0 or short term multibagger, no swing trading

Https://www.linkedin.com/posts/amte-power-ltd%2E_faradaybatterychallenge-batteries-ev-activity-7079893296877064192-IXKM?utm_source=share&utm_medium=member_android

Still posting?

I think there going to get a save - could be wrong and it's 0, but the save can be more than the mcap in non dilutive funding...let's see

Https://www.linkedin.com/posts/fergal-harrington-beatty-8b188984_amte-power-gets-first-un-testing-for-sodium-activity-7079058152209408001-jCYc?utm_source=share&utm_medium=member_android

Why post of about to go bust?

I think there going to get a non dilutive save - could be wrong

2mil mcap? Multibagger of bust - 15 days

Https://www.linkedin.com/posts/australian-british-chamber-of-commerce_the-final-day-of-abetic-2023-kicked-off-with-ugcPost-7077595508126404608-k7rP?utm_source=share&utm_medium=member_android

Agreed - I can't see this company failing

They needed funds up until the day after the IRA became available to the UK - taking UK green projects off amber light onto green.

Where find out within the next 22 days, 3.3 mil mcap, short term multibagger or bust

I think the former will happen ( could be wrong )

Just had another encouraging call with Molly and Paul this morning. They are happy for me to discuss / share with other investors. Key takeaway is that feedstock unlocks the whole project and is close. Five interested parties. Two advanced with one in particular very close. Whilst like any deal it could be pulled at the last minute they seem very confident. Timing is however in hands of the 3rd parties. Mentioned now at structure of letter and timing announcements. This is a deal that comes with both feedstock and offtake (OEM). Both are with well known multinational companies. They could not name the companies but if my suspicions are correct on OEM we won’t be disappointed. It would be for the whole of train 1 and would use west Aus feedstock. The second would be for train 2 and would be South American concentrate feedstock. Feedstock will allow them to announce project funding intentions. But it’s broadly $30m mezz which would allow completion of all remaining studies / design etc. This would be part of the overall $600m funding for both pants. Mezz would convert to bond….not equity. Will probably not require strategic investment at topco level as mentioned in prior RNS. They think they now have enough funds from last raise. Really want to keep share count low to maximise value. Trans Atlantic agreement is a real bonus. Paul mentioned a multiple of 5 to be applied to EBITDA and train 1 EBITDA of between $50 to $100m. So a valuation of between $250 to $500m for train 1…….which feedstock will unlock 😁

Forwarded from the ALK this morning

Definitely lazy

https://www.gov.uk/government/news/uk-and-us-launch-first-of-its-kind-economic-partnership

“An agreement could help companies all over the UK, including firms carrying out nickel production in Wales and lithium processing in Teesside.

Mr Biden has committed to ask Congress to approve the UK as a “domestic source” under US defence procurement laws, allowing for greater American investment in British firms.”

https://www.theargus.co.uk/news/national/23577698.amp/

Rishi sunak speaking about the development of the first large scale lithium refinery in teeside...were miles ahead on green lithium who haven't even secured a licence of lease yet

Corporate update references the company is confident of concluding a binding a agreement in the short term and that I will be considered a company Maker

Of course while still only valued at 13million

The largest lithium refinery in Europe+ one of the largest in Australia

Australia miners are already shipping straight ore to China, and speaking about processing to concentrate then shipping the there A UK partners - only we was invited to signing of the info Pacific A UK collaboration...

No hard to joint the dots - the US agreement this week was huge and yet hardly anyone has there finger on the pulse

Holding until at least train 2 production 1.2bn per annum

Https://www.linkedin.com/posts/alkemy-capital-investments_uk-and-us-launch-first-of-its-kind-economic-activity-7072941311095439361-bHPH?utm_source=share&utm_medium=member_android

https://www.linkedin.com/posts/critical-minerals-association_yesterday-at-the-white-house-the-united-ugcPost-7072903469841436672-b6m0?utm_source=share&utm_medium=member_android

With a trading relationship worth £279 billion a year, and shared investment totalling over £1 trillion, the US is already our most important trading partner. Earlier this week the Prime Minister announced £14 billion of new US investment into the UK, demonstrating the importance of this relationship to UK growth and jobs.

Https://twitter.com/alkemycapital/status/1669228666545397761?s=46&t=6FryICcAWNsbhugmNVL8nA

https://parliamentlive.tv/event/index/3beadfc5-77cc-4f34-87f6-5d04506b57aa

The CMA report provides strong validation for Alkemy and TVL’s strategy with the report’s overarching thesis dovetailing well into the company’s strategic aims. This further pushes TVL to the front of the pack to lead the UK’s critical mineral supply response. In addition to familiar issues such as carbon footprint and security of supply, the report also reiterates the importance of critical mineral recycling (end of life & scrap) for the UK’s circular economy. TVL of course, is perfectly positioned to help with all of these challenges with a renewable power fed, low- carbon refining process, but one that has substantial feedstock flexibility to accept lithium containing material from a variety of sources, likely including recycled material. Consequently, we continue to see TVL as one of the most important new industrial developments anywhere in the UK and the rationale for development becomes stronger every day

Project funding discussions underway with several strategic groups

Alkemy is in discussions with a number of groups and financial institutions for the financing
of both of its refineries.

The $600m approximate capital cost of trains 1 for both refineries is expected to be financed
largely through green bonds (for which Alkemy will seek accreditation) combined with a mix
of debt and strategic equity finance at project level.

As securing feedstock is a key component for each project, these financing discussions are expected to be concluded following the signing of one or more feedstock deals.

Whilst Alkemy’s goal has always been to mimimise dilution in the listed topco, it may also seek to introduce one or more long term strategic partners who share in our vision of building a global leader in lithium downstream processing and refining.

--

As securing feedstock is a key component for each project, these financing discussions are
expected to be concluded following the signing of one or more feedstock deals.

Advanced detailed discussions are ongoing with several industry-leading lithium producers
(miners), well known automakers, global commodity trading houses and battery recyclers, to
supply Alkemy’s available trains and Alkemy is confident of completing on one or more of these feedstock supply deals in the short term.

The board own nearly 50% of shares in issue

Study highlights:

· 96,000 tonnes annual production of battery grade lithium hydroxide representing approximately 15% of projected UK and EU demand;

· The facility has been designed to process a range of imported low-carbon, high value feed sources including lithium sulphate and lithium carbonate;

· Pre-tax net present value (NPV) of GBP2.8 (US$3.9) billion based on long-term lithium hydroxide price of US$25,000 per tonne;

· Initial capital cost of GBP216 (US$300) million;

· Gross revenues of GBP49.2 (US$68.4) billion;

· Internal rate of return (IRR) of 35.6%;

· Significant potential to capture by-product value streams.

The project is the first of its kind in the UK, the biggest in Europe and will when completed be a key supplier to UK and European giga factories, electrical vehicle and battery storage industries

· Utilising state-of-the-art electrochemical processing and powered by 100% certified green energy, TVL's zero waste lithium refinery will be the largest in Europe - producing 96,000tpa of low-carbon battery-grade lithium hydroxide once in full production - equivalent to 15% of projected European demand.

TVL's processing refinery is expected to produce enough lithium hydroxide to supply 100% of the forecasted automotive demand in the UK, with a further 35% of its total production available for export to other countries in Europe and elsewhere.

Still a huge disconnect between the current 18mil mcap - 600million funding
600mil per annum from train 1
2.4bn per annum from train 2

https://twitter.com/AlkemyCapital/status/1650788721183039488?t=fFQljAqlJ4cc5aYC-doC_g&s=35

Highly recommend reading the February presentation and looking at the figures for both refineries.

https://www.alkemycapital.co.uk/investors/company-presentations

Not many companies are going to be producing anywhere near 600million and that's for train 1 only before increasing. 1.2bn per annum from train 2 - 2.4bn for train 4 ( I'm holding the Majority of my shares until train 2 - 1.2bn per annum were funermentally we will have a 1bn+ mcap )

The mcap/valuation of the company is still relatively tiny for the Major lithium producer ALK is becoming.

Also worth readying the governments critical minerals strategy where ALK is the furthest developed lithium refinery on the list and now considered strategically important to the UK meeting Net 0

$600million funding.

As securing feedstock is a key component for each project, these financing discussions are
expected to be concluded following the signing of one or more feedstock deals.

dvanced detailed discussions are ongoing with several industry-leading lithium producers
(miners), well known automakers, global commodity trading houses and battery recyclers, to
supply Alkemy’s available trains and Alkemy is confident of completing on one or more of
these feedstock supply deals in the short term.

One thing is for sure

We're now offically on a countdown to a "company maker" - the company is confident of signing one or more - and in the "short term" - everyday is only a day closer and we're fundermentally still so cheap

Reference last week's RNSs

Hi BS

ALK have been listed for just over a year - and there isn't a lot of investor awareness ( compared to another share we both hold, matd - that's now worth 5x the profits they will be generating from heron + a wild cat - hot sentiment driven stock that's fundamentally overvalued and will still do well )

Where as ALK doesn't have a lot of investor awareness to the scale of the investment opportunity here - so while it lsnot new information to you, it will be to many who have not ready the presentation from February or many of the RNSs and it gives the state of play clearly to anyone looking in

It's the only reason were still only valued at 17/18 million and soon the gap between the scale of everything vs the mcap will fill, likely after the "company making" binding agreement that's looking to be concluded in the "short term" that then unlocked $600million funding - once funded were derisked to be a major scale producer - we could have a £30 mil mcap at the moment and still be cheap

Take care

Project funding discussions underway with several strategic groups


Alkemy is in discussions with a number of groups and financial institutions for the financing
of both of its refineries.

The $600m approximate capital cost of trains 1 for both refineries is expected to be financed
largely through green bonds (for which Alkemy will seek accreditation) combined with a mix
of debt and strategic equity finance at project level.

As securing feedstock is a key component for each project, these financing discussions are
expected to be concluded following the signing of one or more feedstock deals.

Whilst Alkemy’s goal has always been to mimimise dilution in the listed topco, it may also
seek to introduce one or more long term strategic partners who share in our vision of building
a global leader in lithium downstream processing and refining.

https://www.alkemycapital.co.uk/investors/company-presentations

17mil mcap - $600million funding for the largest lithium refinery in Europe and one of the largest in Australia

I recommend looking at the February presentation

600mil revenues per annum from train 1 early 2025
2.4bn revenues per annum from train 4

Production is unlocked by funding

Funding is unlocked by a binding feedstock deal - which the company is confident of concluding one or more in the short term and is considered a company Maker ( in last Thursday corporate update

What will we be worth after funding? When producing from train 1?

When producing 1.2bn revenues per annum from train 2 - ALK will have a 1bn+ mcap - highest credible and likely upside iv seen from an investment

We was still undervalued at our ATHs and the drop was to do with the markets and not to do with the company