Member Info for Wiseinvestor23

https://twitter.com/AlkemyCapital/status/1600773613392732160

Huge numbers - tiny mcap

The largest lithium refinery in Europe

Morning

Did anyone listen to ALK talking in Parliament?

Lots of talk about China using lithium and REEs as an economic weapon that can be used to hold the UK and Europe to ransom - and lots about if the UK wants energy independence they need projects like this, + economic growth supplying Europe its lithium

£248 funding in Q1 - funding 600mil revenues per annum from 2024 Q4, and the self fund increaaed production there to 2.4bn revenues per annum ( 15% of Europe's lithium )

Brief mentions of where they are at with advancing financing with different parties - I didn’t know they was going to present in parliament under the critical metals National security and supply act, I’m sure there’s a lot happening in the background we’re soon become aware of.

£21mil mcap - the largest lithium refinery in Europe - when not If they will have a 100mil+ mcap and in 3-5 years possibly a 1bn+

Morning

Presenting in Parliament yesterday was huge for us - everything is lining up for us to be the major lithium producer the UK and Europe needs

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.

I love that there in avdanced discussion with "a number" of offtakers and that there's also a "Significant inbound interest" to finance this project for more than 1 party

As well as things like this

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

Still fundamentally undervalued at a £21mil Mcap for the largest lithium refinery in Europe - next piece of news before the 16th of December

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

The Tees Valley Mayor Ben Houchen has hailed a move to open an "office for Number 10" in Darlington.

Mr Houchen and Mr Sunak met at the Feethams House site and were said to have discussed Net Zero Teesside, progress at the Teesside Freeport and other local projects.

https://www.linkedin.com/posts/tees-valley-lithium_teesvalleylithium-tvl-planningapproval-activity-7004395861543698432-7o8o?utm_source=share&utm_medium=member_android

I love this “to begin construction without delay”.

https://twitter.com/sdmoores/status/1597854426290851840?t=WI26QKE_kXUyHFEyQhFTqg&s=35

"For us, you've got to look at the fundermentals, you've got to look at the global mega trend of decarbonisation by electrification which means you've got to have battery's - while we might see some temporary turmoil in the markets which isn't unexpected given what the world has been through with over the last couple of years, fundermentally battery's are here and they are here to stay, and battery's need lithium"

Prime Minister opens satellite Number 10 office in Darlington - Business Live
https://www.business-live.co.uk/economic-development/prime-minister-opens-satellite-number-25607863#amp-readmore-target

Lol literally nothings changed for Mac

But ALK will be receiving 13x their mcap in full funding shortly

Sticking with the big fish with huge price catalysts - rather than getting spanked by the person who tipped Mac to you who’s just gonna sell after you buy

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

ALK - 20mil mcap

Europe's largest lithium given the go ahead

TVL's processing refinery is expected to produce enough lithium hydroxide to supply 100% of the forecasted automotive demand in the UK by 2030, with a further 35% of its total production available for export to other countries in Europe and elsewhere.

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.

By utilising a state of the art electrochemical route powered by low-cost green energy, TVL will be supplying the UK and Europe with 96,000tpa of low-carbon, battery grade lithium hydroxide - equivalent to 15% of European demand.

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.

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

Morning

This part from the interview was poignant

"The need to decarbonise through electrification is a non negotiable item, I think every consumer in the world now has embraced that fact that we need to decarbonise."

"In order to do that your gonna have to convert the transport system to being electricafied and moving away from fossil fuels, and your gonna have to find a way of balancing the generation of renewable energy without demand patterns. And the one thing that is constant between those things is the lithium-ion battery - for electric vehicles - it is the most popular choice got energy storage, although there are some other alternatives on the market on the stationary synergy storage side."

"For us, you've got to look at the fundermentals, you've got to look at the mega trend of decarbonisation by electrification which means you've got to have battery's - while we might see some temporary turmoil in the markets which isn't unexpected given what the world has been through with over the last couple of years, fundermentally battery's are here and they are here to stay, and battery's need lithium"

Pleasure ???? 20mil mcap - the largest lithium refinery in Europe - 15% of European demand and 100% of the UKs demand

Nothing goes up in a straight line - but ultimately, we’re valued at £20million as we countdown to receiving £248 - the SP will multiply between now and receiving the funds - further news flow in the interim

"The full endorsement from the Redcar & Cleveland Borough Council is a critical step in taking TVL to its next phase of developing the UK's first lithium hydroxide refinery and spearheading a brand-new industry in Europe and a vital part of the Fourth Industrial Revolution.

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.

We are currently in advanced discussions with several other potential suppliers of spodumene concentrate and crude lithium carbonate and look forward to updating the market on this in due course.

https://www.bbc.co.uk/news/uk-england-tees-63772858

_£248mil funding - 20mil mcap

From the impatient to the patient

Buy and hold

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.

2 people messaged me this morning - one saying I sliced for TNT and will be back - the other saying I hit my trading target and will see what happens

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

I messaged back saying 20mil mcap - £248million full funding in Q1 - I’m not slicing or selling anything until funds are recieved - a 60mil mcap would be undervalued for the largest lithium refinery in Europe fully funding to production. Smart investors know what to do.

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.

ALK - 20mil mcap

Europe's largest lithium given gonahead

£248mil funding in Q1 - 12x+ the current mcap

TVL's processing refinery is expected to produce enough lithium hydroxide to supply 100% of the forecasted automotive demand in the UK by 2030, with a further 35% of its total production available for export to other countries in Europe and elsewhere.

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.

By utilising a state of the art electrochemical route powered by low-cost green energy, TVL will be supplying the UK and Europe with 96,000tpa of low-carbon, battery grade lithium hydroxide - equivalent to 15% of European demand.

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.

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

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

https://twitter.com/BenHouchen/status/1596116334479294465?t=Dh8vyY0hffjTO3ihuRInRQ&s=35

The deramping here is hilarious

https://twitter.com/alkemycapital/status/1596089226961076226?s=46&t=IBEsgXZk_KIC_rL22UAw5w

The board own circa 50%

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.



As we intend to primarily finance and operate the LSM and LHM facilities via our operating subsidiary TVL, it is anticipated that there will be no significant dilution to Alkemy's shareholders as part of the proposed financing process.

20ish mil mcap - $300million funding in Q1

Cop27 in a green and electric revolution where European currently produce 0 lithium

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

Lets the traders do what they do but there’s real companies behind the SP that moves up and down and ALK is going to be the largest lithium refinery in Europe

TVL is moving rapidly towards becoming the world's first independent and sustainable solution for lithium refining and preparations are now well advanced for activities on the ground to commence imminently.

TVL continues to make great strides on multiple fronts and looks forward to providing the market with updates on further developments in the coming weeks.

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.

Post cop 27 - in a green and electric revolution

21mil mcap - $300 £247mil full funding coming in Q1

Mcap still less than 1/10th of the funding amount

https://www.linkedin.com/posts/john-walker-8bb03117_electricvehicle-lithium-innovation-activity-7001493318798827520-NnHr?utm_source=share&utm_medium=member_android

Where going to be retaining a substantial amount more than 10% lol

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

16mil mcap - 216million full funding in Q1

Still a long way to go from here

https://twitter.com/AlkemyCapital/status/1592474498602762241?t=naDg-KdcpC46f_UVNu5C4w&s=35

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.

15million Mcap -216million full funding in Q1

Feedstock and partnerships



During the period we continued to advance our discussions with counterparties for both feedstock and offtake.



In July 2022 we signed a partnership agreement with Traxys, a leading global physical trader and merchant in metals and natural resources, with annual turnover in excess of USD 8 billion. Under the terms of the agreement, Traxys will source and supply lithium feedstock for our processing facilities.



In August 2022 we announced the signing of an MoU with Weardale Lithium as a potential feedstock supplier from its lithium project in the North-East of England.



We are currently in advanced discussions with several other potential suppliers of spodumene concentrate and crude lithium carbonate and look forward to updating the market on this in due course.

https://www.bbc.com/news/uk-63527460?fbclid=IwAR1ibO-p5QDVTMLSGCFU4q6g1xA12qrS2am7CtLgGhu1HXNSywCKqOMGvkQ

https://bit.ly/3PebgFH

https ://t. me / +4fM3nQyIyhIyOWQ0