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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
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.
We continue to advance discussions with several key potential feedstock suppliers and consider that a binding deal with any one or more of these parties would be a company-maker.
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.
We continue to advance discussions with several key potential feedstock suppliers and consider that a binding deal with any one or more of these parties would be a company-maker.
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.
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.
https://www.linkedin.com/posts/simon-moores-b0661418_government-ramps-up-supply-chain-work-with-activity-7055170276015116288-X18C?utm_source=share&utm_medium=member_android
15.5mil mcap
$600 million funding
£600million revenues from train 1 first years revenues - 1.2bn - 2.4bn for trains 2-4
We were still very cheap at the 380 ATHs
Feedstock identified for both the Port Hedland and Wilton refineries with Alkemy in
late-stage discussions for supply deals with multiple potential suppliers including well
known automakers, miners and commodity trading houses.
Project financing discussions advancing with multiple potential providers of debt,
strategic equity and green bond finance.
We continue to advance discussions with several key potential feedstock suppliers and
consider that a binding deal with any one or more of these parties would be a company-maker.
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.
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.
15million valuation - 40x less than train 1 revenues ( 600million ) train 2-4 ( 1.2-2.4bn per annum )
Confident of funding - $600million for both refineries
We wasn't overpriced at our ATHs of a 24mil mcap - not a trade and I don't care about the chart - will keep accumulating while price like a Junior but will be a major producer - DYOR, after yesterday's confidence and clarity given, we wouldn't be overpriced with a 30mil mcap today
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.
Government and industry continue to recognise the importance of Alkemy’s refineries
The Critical Minerals Association United Kingdom, a key interlocutor between the UK
Government and the critical minerals industry, has recently identified TVL’s lithium refinery
in Teesside as a case study project that in its opinion will form a key strategic component of
the UK’s critical minerals midstream processing and refining sector.
In addition, the UK Automotive Transformation Fund (“ATF”), which is designed to help fund
the UK’s automotive supply chain, has approved TVL’s initial expression of interest with a
formal decision due in the coming months. The ATF is a funding programme created to
support large-scale industrialisation and will invest up to £1 billion to develop a high-value
end-to-end electrified automotive supply chain in the UK. The ATF is a long-term programme
designed to enable the UK to build the world’s most comprehensive and compelling
electrified vehicle supply chain, supporting over 160,000 jobs and creating export
opportunities
TVL’s world-class zero waste lithium hydroxide refinery will form a significant component of
the UK’s transition to EVs and is expected to produce enough lithium hydroxide to supply
100% of the forecasted automotive demand in the UK by 2030.
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.
Dyor while the huge scale is still being unrecognised - 100% of the UKs lithium - $600mil funding for 2 refineries - "confident of concluding binding partnerships in the short term" 600million first years revenues alone before increasing to 1.2-2.4bn per year - 15mil mcap - everything is Major scale apart from the Mcap/valuation for now - more news to follow
MO - contact me when you can
Big news is coming shortly - were priced to fail at the moment when it's very clear where not going to.
Still 19/20x less than the funding amount that won't take until the end of summer to arrive and will shortly be significantly derisked
Add whole others are unaware and less researched - even if we're a 24mil mcap when others catch up and on where still be cheap
Huge disconnect that will be getting filled soon
https://www.linkedin.com/posts/joseph-igracev-mansour-fcdo_annex005pdf-activity-7054013961393823745-ZY8R?utm_source=share&utm_medium=member_android
https://twitter.com/bullish7777/status/1648263736673591296?s=52&t=k9XoC3KBzBGDO095XDMD7g
+ Yesterday's RNS...dyor and make the most our of this gift territory while the majority don't have a clue what's happening and what's coming
https://www.gov.uk/government/news/uk-charges-up-ties-with-western-australia-in-new-critical-minerals-pledge
https://www.linkedin.com/posts/john-walker-8bb03117_home-activity-7053806722238275584-V-M_?utm_source=share&utm_medium=member_android
For anyone who knows what a 10 year 24,000 tpa with a major will do to a company worth 11/12million - its loading time
Still never heard of another company 20x+ less than there funding amount or 60× first years revenues - and were aware and well researched before others - continuing to quietly add while were priced to fail but know from the horses mouths the big ones are on the way
MO - if your on telegram DM me
Why the sudden rise in the SP? It was the fall in SP that had nothing to do with ALK but the banks crashing and effecting the over all markets and sending ALKs SP into complete disconnect from the company.
Anyone else know any other companies due to receive 19/20x the current mcap/valuation in funding this year?
Derisking 55/60x the current mcap in first years revenues alone?
Considered strategically and nationally significant in the governments refreshed critical minerals strategy last month - while being the furthest advanced lithium refinery on the list
https://www.lse.co.uk/rns/ALK/cma-highlights-tvl8217s-strategic-importance-w4dqncroa0ecqh5.html
Second lithium refinery in Australia receiving significant support
https://www.linkedin.com/posts/critical-minerals-association-australia_australia-uk-boost-cooperation-on-critical-activity-7048936702823813122-6X-_/?utm_source=share&utm_medium=member_ios
https://www.linkedin.com/posts/ukinaustralia_the-uks-indo-pacific-minister-anne-marie-activity-7048879358706409473-1TXz/?utm_source=share&utm_medium=member_ios
If you know what's going on this company - make the most of these prices while so many don't - we were still cheap at the November ATHs 26mil mcap
https://youtu.be/MR6GYC3lYhA
17:05 when are you looking to be funded? Q1 - may slip into Q2
While we are the most developed lithium refinery in the governments refreshed critical minerals staragy and given the title of strategic importance
For ALK/TVL specifically, the surrounding environment only gets more supportive as we get closer to be 14x the mcap funded - derisking us to start producing 35x the current mcap in first years revenues alone
AlK / TVL is extremely undervalued at this stage and pieces of new flow are the ones that will bring fair value - were due an update on government funding which at this point can be more than the mcap and £216-£248million funding
After being funded - a 50mil mcap will be cheap and it's never been closer or more supported than now
https://www.cityam.com/green-day-uk-to-fight-back-against-bidens-inflation-reduction-act/?amp=1
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
https://www.linkedin.com/posts/critical-minerals-association_critical-minerals-refresh-delivering-resilience-activity-7041123567165390848-kbf5?utm_source=share&utm_medium=member_android
https://www.lse.co.uk/rns/ALK/cma-highlights-tvl8217s-strategic-importance-w4dqncroa0ecqh5.html
ALK highlighted as strategically important in the goverments refreshed critical minerals staragy - the most advanced lithium refinery on the list - while at the end of the this month the UK government will announce a 20bn budget for the green transition
Still 13/14x less than the funding amount that only gets closer and more supported - and still in the range were the funds we can recieve from the government can be more than the mcap alone. Once funded will be derisked to produce 600mil per year start revenues within 24 months.
Planning on building an second refinery in Australia and also supported by the government there too
https://www.linkedin.com/posts/tees-valley-lithium_energy-sustainable-investing-activity-7037375255970992128-58_n?utm_source=share&utm_medium=member_android
16/17million mcap/valuation - feed, furher partnerships, update on government funding can land anyday - what will the company be worth after 200mil+ funding shortly - the board own nearly 50% of shares in issue
Conversely there is growing concern over the shortage of non-Chinese conversion capacity for both Lithium Hydroxide and Carbonate in Europe and the US. The scale of the giga factory build out in Europe and now the US, currently being supercharged by the US$370 billion Inflation Reduction Act, is accelerating the growing shortfall of refined capacity.
This is sparking strong interest from feedstock suppliers and financiers who are looking to gain access to the premium European market.
From Tuesdays email to shareholders
Priced like a wishlist while all of the big news is coming back to back over February March and April
In the September presentation - Paul said "funding is due late Q1, it may slip into Q2"
I don't mind if it's April, it fact is everything is coming and when it does - ALK is derisked to start 600mil per annum production from Q4 2024 before increasing to 1.2bn-2.4bn revenues per annum
18mil mcap for the largest lithium refinary in Europe and one of the largest in Australia?!? This range will be gone soon