Member Info for Wiseinvestor23

https://www.linkedin.com/posts/ben-kilbey-543b5021_recharge-industries-signs-mou-with-tees-activity-7028655927289376771-S29v?utm_source=share&utm_medium=member_android

The significant offtake envisaged under the MOU enables long term planning and production forecasting and strengthens its own battery offtake agreements and existing supply chain. Recharge will make its supply of lithium hydroxide available to its active Cathode supplier with whom its holds a strong and strategic relationship.

Recharge is backed by New York based investment firm Scale Facilitation and is currently in the process of building a gigafactory at Avalon near Geelong, Australia and is also involved in battery technology research and development.

Recharge Founder David A. Collard commented:

“This MOU links two like minded companies to enable the critical mineral supply chain needed to build significant battery manufacturing capability in Australia, the US and the UK and underscores our intent to revive the fortunes of Britishvolt. We look forward to integrating lithium hydroxide from TVL into our established and high performing supply chain.”

“Both require each other for success”

Partnership news still to come anyday now

5 weeks out from finding out how much we receive from the 1bn ATF fund

Yesterday MOU will lead to a large 10+ year offtake

£248million funding gets closer everyday

17mil mcap?!?

https://twitter.com/AlkemyCapital/status/1622498229379035138?t=dBNv5CY1lk1qy-77FXY9_w&s=19

The biggest word change throughout this weeks new presentation was - "linking the world's largest lithium mines to Europe's burgeoning battery gigafactory market" aswell as a clear explained plan with figures for the second Australian refinery.

The Largest Lithium Refinery In Europe - and one of the Largest Lithium Sulphate plants in Australia - to produce major scale numbers and currently and 18million valuation

Market still not getting the size and scale of everything ALK are doing but there in the window were all the company making and derisking news will be land one after the other over February March and Apill

Partnership anyday now "linking one of the largest lithium mines" with 2 of the largest lithium mines on Australia are within and 1.5h drive from the Australia plant

Offtake - FEED - can land over February and March - government funding in March - £248million funding March - Apill - 18mil valuation today early February and over the next 7-11 weeks will have 1 or more major partners, offtake and £248million funding - Derisking them to be the the largest lithium refinery in Europe and major scale lithium producer - nothing priced in

Simply to cheap and new support found after profit takers for Christmas and tax paying - also traders timing to new flow

https://www.linkedin.com/posts/benchmark-mineral-intelligence_europe-faces-cathode-and-anode-shortage-in-activity-7024951807625859073-Kcch/?utm_source=share&utm_medium=member_android

https://twitter.com/alkemycapital/status/1621104030897541121?s=46&t=g4D1s0czsO6TOb3zdFUyLQ

Partnership news imminent

Offtake and funding over February and march

https://twitter.com/alkemycapital/status/1621104030897541121?s=46&t=g4D1s0czsO6TOb3zdFUyLQ

The Largest Lithium Refinery in Europe - 20million valuation…. £248million 8 weeks out derisking 600mil revenues for the 1st 2 years - 1.2bn and upwards for the remaining 28years

https://twitter.com/AlkemyCapital/status/1602197811373670401?t=a3W5a94tUAj0eNsAf8kc9w&s=19

Shovel ready and in the infliction window of the news that really counts - once funded with an offtake a 60mil valuation would look cheap

https://twitter.com/alkemycapital/status/1620347223178608641?s=46&t=bREq8yf1EN2g58xuIfcynQ

https://t.co/7M7ZgOjwcZ

Placing rumours squashed

Partnership announcement anyday now

Offtake and £248mil funding over the next 8 weeks

What will will be worth after £248mil funding?

Funding and offtake?

Both funding and offtake derisk ALK to start generating 600million revenues per year from late 2024 - 1.2bn per year from 2026 and to continue to increase

After funding and offtake I’m not slicing until production starts

1000p is still only a 72mil mcap - worth looking at rocktech at a similar stage with production to start later, 9x higher with an offtake with Mercedes but no funding.

We could be worth 34mil right now and still be cheap

De-risked, valuation increased. Although gaining planning permission may have seemed inevitable for such a quality industrial site, it is nonetheless a major de-risking event and box ticked. To reflect this, we adjust our risk multiple from 0.1x NAV to 0.2x NAV which increases our indicative valuation from 614p/sh to 1228p/sh which implies ALK is trading at 0.22x to our highly risked NAV, with a 4.6x return to the current share price. We stress this is based only on a highly-risked NAV valuation of Train 1 (24,000tpa) and compelling upside is available from both capacity increases and higher lithium prices.

Gaining full planning permission is huge milestone for Alkemy and a pivotal development for the company given the industry race to establish a European source of lithium hydroxide. Whilst competitors are in danger of missing the lithium window, Alkemy is firmly at the front of the pack.

ALk - the largest lithium refinery in Europe + the largest lithium sulphate plant in Australia

https://www.telegraph.co.uk/business/2022/11/25/europes-largest-electric-car-battery-refinery-given-go-ahead/

We are also advancing discussions with financiers for the funding of its LSM and LHM processing facilities and has received significant inbound interest including from private equity, structured bond providers and institutions.

TVL is currently in advanced discussions with a number of offtake customers, including European gigafactories and electric vehicle OEMs. These customers are increasingly focussed on price, transparency and low embedded carbon, when sourcing high grade lithium products.

· 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.

https://www.business-live.co.uk/economic-development/prime-minister-opens-satellite-number-25607863#amp-readmore-target

https://www.gov.uk/government/publications/uk-critical-mineral-strategy/resilience-for-the-future-the-uks-critical-minerals-strategy

Pilgangoora Project | Pilbara Minerals
https://www.pilbaraminerals.com.au/our-company/our-projects/pilgangoora-operation/

POSCO are partners with Pilbara minerals

We have attracted a group of high quality, experienced global offtake partners including Ganfeng Lithium, General Lithium, Great Wall Motor Company (SVOLT), POSCO and Yibin Tianyi.

The Pilgangoora ore body is one of the largest hard rock lithium deposits in the world and is considered strategically important within the global lithium supply chain.

It’s an 1 hour a 20 minute away from the port headland site

TVL has been incuded as part of a select group of five companies allocated land at the Boodarie SIA, including BP, POSCO, Fortescue Metals and Alinta Energy, with the aim of making Boodarie SIA part of an A$70 billion globally competitive Pilbara green industrial precinct.

The smallest of the 4 others has a 60bn mcap - ALKs funding need is 0.35% for train 1 and 1.4% for 4 trains out of the 70bn that’s being spent on this green industrial precinct

Pauls in WA at the moment looks to close some of these partnerships - partnership annoucment can land any time now - followed by offtake and £248million funding over February and march

Also ALK will be at indaba - not sure if that's as part of international lithium association were part off - of possibly we have partnership news before next Friday?

Possible it could be 15bn mcap Pilbara minerals via 26t mcap POSCO? 1 of the 4 others were working with in WA

Once funded with an offtake - it’s a less than 24month countdown to 600million revenues for the first 2 years and then 1.2bn revenues and upwards for the remaining 28

Nothing priced in while approaching key infliction point news that will derisk ALKs huge scale projects to production.

Such a huge scale lithium producer in the making and such a tiny valuation for now

The next couple of months were see further feedstock partnerships that can land anyday now - offtake agreements signed and then funding for the UK plant and then the WA plant or funding for both may land together

TVL has been incuded as part of a select group of five companies allocated land at the Boodarie SIA, including BP, POSCO, Fortescue Metals and Alinta Energy, with the aim of making Boodarie SIA part of an A$70 billion globally competitive Pilbara green industrial precinct.

Look at the size of the 4 others we've been selected with that are looking to build 70bn green industrial precinct - any of them as possible funders could make sense also - then the government support to get that position in the first place and the local major speaking about the benifits its will bring to port headland

Not that we needed it, but also now part of the UK governments 1bn ATF - everything's coming and nothing priced in

Once it all lands over the coming weeks and short months we could easily have a 100mil+ mcap - then its a 18-24 month countdown to 600mil first years revenues - then after 2 years 1.2bn and upwards for decades - credible to case to go on to have a 1bn+ mcap that will be derisked by the above milestones landing over the coming weeks and couple months - priced like it's not all coming, when it clearly is

Under the plans, the company would refine 180,000 tonnes of concentrate into lithium sulphate before further processing takes place off shore.

Longer term, 720,000 tonnes of spodumene concentrate processed each year at the Port Hedland site would produce 96,000 tonnes of lithium hydroxide — all to supply Europe's fast-growing electric battery market.

The port headland refinery - I wonder if any of those 4 majors will be the funder for the Australia plant? Good table to be around

---

#PREM 50ktpa SC6, producing in 2 months, Mcap £120m

#KOD 140ktpa SC6, producing in 12 months, Mcap £60m

#ALL 225ktpa SC6, producing in 20 months, Mcap £235m

https://www.abc.net.au/news/rural/2022-09-02/alkemy-lithium-sulphate-refinery-plant-port-hedland-pilbara/101350888

From the ALK telegram group from someone with regular and direct comms with the company

I've spoken to the company today and yesterday, again, there is no fecking raise going on. Again they are working on deals to secure the feedstock (speaking to major groups some of whom might co-invest) and project level investors

They are not raising equity now I spoke to today. They are in process of negotiating a close on their feedstock deals for spodumene that once released will generate considerable interest in the story

They also have some considerable interest from project level funders

A similar ethos underpins proposals to establish minerals processing facilities in the UK, where multiple projects are progressing. Among the vanguard hoping to break our dependence on Beijing is Pensana, which is building a £125m rare earth minerals processing plant at the Port of Hull in Yorkshire.

Paul Atherley, the company’s chairman, who is also chairing a scheme to establish lithium refining in Teesside, says Pensana’s feedstock will come from a mine in Longonjo, western Angola. He is also seeking to source lithium from Australia for his other company.

“What we're arguing is that Australia, and South America and Africa should be doing what they are good at, which is mining and the extraction phase. And the processing should be done in Europe, in UK chemical parks hooked up to offshore wind, so we create these independent and sustainable supply chains, independent of China, so we can be absolutely sure about how it's mined and how it's processed.”

https://www.telegraph.co.uk/business/2023/01/20/green-revolution-fuelling-environmental-destruction/

There will be loads of other customers. There are a huge amount of gigafacgtories being planned yet very few slated producers of lithium chemicals required the market will still be reliant upon china so the demand for locally sourced 'greener' lithium chemials should be significant

Still in complete bargain territory and disconnected from where they are and what’s coming - the next 2 months are gonna be huge when funding and offtake land - further partnerships anyday - also will be a Indaba in 2 weeks time, I wonder why…

This new Pilbara to Teesside supply chain will embody the new critical minerals supply chains possible under the recently signed free trade agreement between Australia and the UK and leverage the competitive strengths of Australia in mining and critical minerals processing and the UK in chemical refining.

Importantly, the Port Hedland LSM refinery will bring major value-adding to the Pilbara region, with significant multiplier benefits for the local community and the State of Western Australia, whilst reducing the carbon footprint of the end-to-end lithium battery cell supply chain to meet new European emissions standards."

TVL has been incuded as part of a select group of five companies allocated land at the Boodarie SIA, including BP, POSCO, Fortescue Metals and Alinta Energy, with the aim of making Boodarie SIA part of an A$70 billion globally competitive Pilbara green industrial precinct.

All companies with 10bn+ mcap and then us priced tiny at the moment - BP we already have a partnering with in the UK

John Walker, CEO of Tees Valley Lithium, commented:

"Tees Valley Lithium is delighted to be partnering with bp in this initiative, which will seek to further decarbonise TVL's Lithium Hydroxide production at the Wilton International Chemicals Park, in Teesside, UK.

Downstream processing of Australian critical mineral production is a key focus of the Australian Federal Government and the Western Australian State Government and TVL is extremely appreciative of the support shown by the Western Australian Government Ministers and their agencies for the Port Hedland LSM refinery project

ALK - the largest lithium refinery in Europe - 16mil mcap

https://www.telegraph.co.uk/business/2022/11/25/europes-largest-electric-car-battery-refinery-given-go-ahead/

We are also advancing discussions with financiers for the funding of its LSM and LHM processing facilities and has received significant inbound interest including from private equity, structured bond providers and institutions.

TVL is currently in advanced discussions with a number of offtake customers, including European gigafactories and electric vehicle OEMs. These customers are increasingly focussed on price, transparency and low embedded carbon, when sourcing high grade lithium products.

· 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.

https://www.business-live.co.uk/economic-development/prime-minister-opens-satellite-number-25607863#amp-readmore-target

https://www.gov.uk/government/publications/uk-critical-mineral-strategy/resilience-for-the-future-the-uks-critical-minerals-strategy

Partnerships with BP, waredale and the Traxys Group in place with more to follow. License secure and lease for 30 years at wilton international freeport.

£248million funding is expected at the end of Q1 and iv had it in good word that hedge funds and institutions were visiting site last week considering to fund the project. And that offtake negotions are advanced particularly with one large party and that both are advancing well. None of the above is priced in at all.

Once funded with an offtake shortly - ALK are derisked to start producing 600mil revenues per annum for the first 2 years of production from Q4 2024 - expected to increase to 1.2 per year from late 2026 and then up to 2.4bn revenues per year.

The Mcap is currently in complete disconnect and the next 2 months will bring company making news. Further feedstock suppliers will be announced to maker anyday with Paul in WA to close them at the moment.

The markets either unaware, not getting it or believing the size and scale of what’s being built here

Still 15x less than the funding coming

More partnerships to be announced shortly

Offtake advanced

Working with majors and governments in 2 country’s

Gift territory remains while all of the above is on the way - and when lands ALK will be derisked to start producing 600million revenue for the first 2 years from late 2024 and 1.2bn and upwards from there onwards

If I had more I’d be throwing the kitchen sink at it right now before the next pieces of news

Boom - major lithium producer being built and nothing priced in at all

Countdown to £248 funding for the UK plant shortly

Working alongside majors and the government in Australia

Partnerships with large household names due anyday now

Offtake agreements months advanced

More news on all the above to follow - in the company making window

Could be double right now and still be cheap - and can credibility have a 1bn+ mcap in 2-4 years

15/16x less than funding amount

If you believe the Company's doing what they say they are then today's price is a gift

And after futher partnerships, offtake and funding land none of this week will matter and currently nothing priced in

Britishvolts failure should have had a the opposite effect on the SP as the need under the UKs critical mineral strategy is only enhanced

Have a good day all

What will we be worth after £248million funding

Funding and offtake

When producing 600mil revenues per year

And then 1.2bn and upwards per year?

Revenues derisked after funding which only gets closer along with other catalysts

So sorry sincerely wrong board

15/16x less than funding amount

If you believe the Company's doing what they say they are then today's price is a gift

And after futher partnerships, offtake and funding land none of this week will matter and currently nothing priced in

Britishvolts failure should have had a the opposite effect on the SP as the need is only enhanced

Have a good day all

What will we be worth after £248million funding

Funding and offtake

When producing 600mil revenues per year

And then 1.2bn and upwards per year?

Revenues derisked after funding which only gets closer along with other catalysts

Really worth re watching Paul’s talk in parliament - britishvolts failure to secure the 3.8bn government funding is bad for the UK while the urgent need for security of supply for the critical mineral remains. This makes ALK coming online even more urgent while specifically not looking for government funding. We’re currently 14x less than the funding amount to be recieved.

https://twitter.com/AlkemyCapital/status/1600480351557746688?t=HHLfeDQkuF6KQ1SnIEfSVg&s=19

@AlkemyCapital
Chairman Paul Atherley’s testimony to the
@UKParliament
BEIS Sub-Committee on National Security and Investment for their hearing on Critical Minerals and the National Security and Investment Act.

https://www.gov.uk/government/publications/uk-critical-mineral-strategy/resilience-for-the-future-the-uks-critical-minerals-strategy

"The urgency to establish independent, sustainable, resilient supply chains to ensure national security and the success of the nations net zero plans"

https://twitter.com/AlkemyCapital/status/1605480587581603841?t=GzpY50oB4XLwqhPcsEoZcg&s=19

https://twitter.com/sdmoores/status/1612793917082066945?t=WkyeuH5DN1dXBdf_RFFBIg&s=35

https://twitter.com/AlkemyCapital/status/1596089226961076226?t=e3umzLibBKSzJ2QxH6mAqw&s=35

De-risked, valuation increased. Although gaining planning permission may have seemed inevitable
for such a quality industrial site, it is nonetheless a major de-risking event and box ticked. To
reflect this, we adjust our risk multiple from 0.1x NAV to 0.2x NAV which increases our indicative
valuation from 614p/sh to 1228p/sh which implies ALK is trading at 0.22x to our highly risked NAV,
with a 4.6x return to the current share price. We stress this is based only on a highly-risked NAV
valuation of Train 1 (24,000tpa) and compelling upside is available from both capacity increases
and higher lithium prices.

Gaining full planning permission is huge milestone for Alkemy and a pivotal development for the
company given the industry race to establish a European source of lithium hydroxide. Whilst
competitors are in danger of missing the lithium window, Alkemy is firmly at the front of the pack.

https://twitter.com/AlkemyCapital/status/1596562472957546496?t=FZkU040d65b4jli0V1HEAQ&s=35

Not priced like the large company that’s being built - to help the UK ensure they can meet there net 0 ambitions by having a resilient and reliable supply chain of the there critical minerals

https://www.gov.uk/government/publications/uk-critical-mineral-strategy/resilience-for-the-future-the-uks-critical-minerals-strategy

https://www.business-live.co.uk/economic-development/prime-minister-opens-satellite-number-25607863#amp-readmore-target

Morning

Gift territory for now based on being currently priced 13x less than the funding amount that's coming

All feasibility studies completed after being fasttracked

Supply agreements with 2 large and well choosen partners with more on the way - as well as a partnership with BP

A second Australian plant to come into the picture - ALK next to a bunch a major companies

The license that put us in all the papers

And the lease secured for 30 years where the plant will be built

In Parliament speaking about our contribution to UKs Critical Mineral act - and how theses projects are Needed to ensure the UK meets it net 0 ambitions

While ALK is ahead of Britishvolt and green lithium

Advanced discussions with offtakes and 1 large in particular for some weeks/months

£10 would be a 72mil mcap - I expect that an more after £248mil funding an offtake agreement

600mil revenues per annum from late 2024 - and to build from there

I don't own many companies that will ever be producing 600million revenues per annum and have a sub 20mil mcap - and of one of the most critical minerals for the electric revolution were in - alot can change quickly from the current price, a 30mil mcap at present would still be cheap

Have a good day all

https://www.proactiveinvestors.co.uk/companies/news/997653/green-lithium-and-tees-valley-lithium-restore-confidence-in-uk-ev-supply-chain-997653.html

There will be all 3 - britishvolt, green lithium and ALK is ahead of both currently