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@ylr $ION On the daily chart. Nice higher lows, STO BUY, MFI rising. The CEO is back from Mexico. Can we expect a news on February 14-15? http://cdn.ceo.ca/1c7td1o-ION.png+ #ylr #lithium
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@ylr $MMS Weekly chart. 10/20 sma golden cross 10/50 sma about to golden cross. MACD cross #ylr #iron #lithium http://cdn.ceo.ca/1c7tusi-MMS.png+
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@ylr Again I repeat, where is why all penny stocks will rise. $MMS $ION $ILC $DJI $CRE $PE $LAC http://cdn.ceo.ca/1c7u0u6-TSXV.png+ #ylr #TSXV #lithium #ylr
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@nicholaslepan #Lithium#Chile invites bids to add value to the nation’s lithium resources - The Chile state organisation CORFO, ‘Corporation for the Promotion of Production’ is to hold a tender in April to encourage companies to better utilise Chile’s lithium resources. - The nation is looking for companies to add value through further processing towards battery quality material and potentially even to manufacture batteries within Chile. - Chinese battery maker Vision Group and Kanhoo which produces rare earth metals is reported to have put forward a proposal for a lithium hydroxide plant and a lithium battery plant in Chile. - SP angel Meyer suspects many other lithium miners will be put off by the cost of meeting these sort of commitment and that if Chile presses for terms which are too tough then this may serve to hold back the industry. - Alternatively it may be that Chinese, state sponsored, lithium companies are the only companies which are financially able to meet the new commitments effectively barring new entrants into the Chilean lithium scene. Source: http://www.spangel.co.uk/
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@ylr $CRE Again another very nice move http://cdn.ceo.ca/1c7v1sh-CRE.png+ #ylr #lithium
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@PamplonaTrader $CRE measured target $0.90-$1.00 #lithium
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@EpsteinResearch $CRE, I'm working on another article for $CRE, their new hire is pretty impressive, Steffen Harber, he was President and CEO of Rockwood Lithium GmbH, among other things, PhD as well. The BFS is going to roughly triple the size of the pre-tax NPV(8%). At current levels, $CRE would be trading at like 7% of the new pre-tax NPV figure....The HELM agreement they have is one of the best in the #lithium space. A double in the share price, and the Company trades at 15% of the pro forma NPV, not a stretched valuation! Check out prior articles on $CRE at http://EpsteinResearch.com $CRE is a sponsor of my website....
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@PamplonaTrader $GXY.AX GALAXY SECURES US$40M DEBT FACILITY WITH BNP PARIBAS Highlights  Secured debt facility of up to US$40 million executed with tier one bank BNP Paribas  Drawdown expected before end of January 2017  Loan to be utilised for repayment of existing OCP Asia facilities and for general corporate purposes #lithium
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@PamplonaTrader Rumors that $GXY.AX was all tapped out of cash were true #lithium
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@PamplonaTrader $PLS.AX my preferred #lithium play for 2017. #TakeoutChinese
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@PamplonaTrader $GXY.AX troubling that they weren't able to sell equity in Sal de Vida for a capital infusion and had to turn to debt. They've forward sold most of their 2017 production at Mt. Cattlin for a cash advance... G&A + debt servicing just $9m/yr... they still didn't have $$$ to make ends meet? Mt. Cattlin not as profitable as thought? #lithium
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@DanO Comibol announced they were in discussions with an unnamed Canadian company about setting up a #lithium battery plant in the country https://www.theguardian.com/sustainable-business/2017/jan/17/white-gold-companies-search-lithium-bolivia?CMP=twt_a-environment_b-gdneco $PE ?
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@EpsteinResearch #lithium Chile Li juniors Wealth Minerals $WML, Lithium Power Intl. $LPI.ax, Li3 Energy $LIEG, LiCo Energy LIC.v, and Bearing Resources $BRZ That's five juniors in Chile, am I missing any? Thanks!
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@marketwired Strongbow Options Lithium Brine Exploration Rights to Cornish Lithium Limited Exploring Lithium in Brines and Geothermal Energy in Cornwall, UK @marketwired/strongbow-options-lithium-brine-exploration-rights-10196 $SBW #lithium
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@PamplonaTrader $LAC halted #lithium
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@PamplonaTrader $LAC updated FS? #lithium
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@PamplonaTrader Lithium Americas Announces US$112 Million Strategic Investment by Bangchak Petroleum $LAC #lithium @marketwired/lithium-americas-announces-us112-million-strategic Now fully funded for both phase 1 and phase 2 for nameplace capacity of 50kt LCE pa
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@PamplonaTrader $LAC still waiting for updated FS #lithium Ride not over folks
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@PamplonaTrader Petroleum company financing a #lithium upstart? #ParadigmShift
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@Excelsior #Lithium = White oil #ParadigmShift #Energy
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@ylr $LAC Very nice breakout on the hourly chart. STO BUY, MACD cross #ylr #lithium http://cdn.ceo.ca/1c8200f-LAC.png+
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@Goldfinger Large symmetrical triangle in $LIX, above ~C$2.40 sees a quick move to C$3.00+: http://cdn.ceo.ca/1c828e3-LIX_1.19.png+ Below C$1.86 is trouble. $lithium
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@nicholaslepan Mining firm hopes to extract #lithium from Cornwall's hot springs. A company, Cornish Lithium, has been formed and has secured rights to what it believes is the largest unified mineral exploration programme in the history of Poldark country. https://www.theguardian.com/uk-news/2017/jan/19/cornwall-mining-firm-extract-lithium
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@Excelsior $LAC $LACDF Lithium Americas Is Looking Good And Is Now Significantly De-Risked Jan. 19, 2017 - Matt Bohlsen - Seeking Alpha #Lithium http://seekingalpha.com/article/4037894-lithium-americas-looking-good-now-significantly-de-risked?auth_param=c9otd:1c81jqh:71f8261696f18c52172d725b5595e5e3&uprof=45#alt1
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@PhotoJ @PamplonaTrader noticed you put a lot of value on those being closest to production. What's your reasoning behind this? Near term catalyst for share price? Or ensuring current high spot prices are capitalized on? If the latter, what makes you think high spot price is going anywhere but up (aside from breakthroughs in battery tech)? Or something else? #lithium
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@Excelsior @PhotoJ - The world doesn't need 100 more #Lithium projects, and there is likely room for half a dozen more producers to mop up the projected demand for the next decade. Keep in mind the larger companies can also expand their output in concert with new projects coming to production. I agree with @PamplonaTrader that with a frothy frenzy bubble like #Lithium you want to own the producers, and near-term producers in development stage at this point that have proven they understand this sector and have been somewhat de-risked. Most of the #HotMoney #DealJumping companies (that were previously #RareEarth, #Uranium, #Gold, or #Biotech companies) are late to the party at this point, and just #milking the trend (well, really they are milking investors with $MarketingFluff). Give it 2 years and see how many are left. They'll all be #weed stocks or #tumbleweeds..... or they'll just jump onto the next hot trend. #SuccessLeavesClues .... So does a trend of changing commodities every 1-2 years. You also raised a good point in your question about breakthroughs in #Battery tech. What would happen in 3-5 years if batteries changed design and didn't even use #Lithium any more. My attitude is to "make hay while the sun is shining."
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@ylr $PE Will it breakout of this 57% symmetrical triangle today or Monday ? #ylr #lithium http://cdn.ceo.ca/1c84ne8-PE.png+
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@PamplonaTrader $CRE looking bullish here #lithium
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@PamplonaTrader $NMX $NMX.WT buy 'em while they're cheap #lithium
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@EpsteinResearch $LAC #lithium the Company owned 50% of its giant Argentina Li brine project, with SQM owning 50%. This week, there's been a total of 125 M new shares to be issued. There were about 305 M shares outstanding before the 125 M new. So, 430 M pro forma shares....what % is $LAC left with?
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@Excelsior @EpsteinResearch - $LAC is left with exactly the right percentage to put a target on them for $SQM to acquire them :-)
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@PamplonaTrader $ORE.AX attr prod 11.7ktLCE, FD EV/tLCE = $60.4k $GXY.AX attr prod 20ktLCE, FD EV/tLCE = $47.8k $LAC nameplate 25ktLCE, FD EV/tLCE = $18.7k $PLS.AX nameplate 44ktLCE, FD EV*/tLCE = $16k *$PLS.AX FD EV assumes unfunded CapEx 100% debt. #lithium
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@PamplonaTrader @PhotoJ while I believe this lithium cycle will last longer than most expect -- the market is under estimating future demand and over estimating the ability of the various market participants to bring new projects online and to reach target capacity -- My preference is to invest in near-term production stories for the reasons communicated by @BenjaminCox https://ceo.ca/index?1f9c3cebb01b and @jayfire https://ceo.ca/cre?f1af7a726186
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@Excelsior @PamplonaTrader - To add to your list of #Production in the #Lithium space there is also the new production coming out of the JV with $NMT.AX $RRSSF Neometals / Ganfeng / $MIN.AX $MALRF Mineral Resources Mount Marion Lithium Project Update 22 December 2016 http://www.neometals.com.au/reports/693-20161222ASXMtMarionShippingUpdate.pdf Here is a cool video showing the Mt Marion Lithium Plant Commissioning November 2016 https://www.youtube.com/watch?v=C0SIYCDum3s&feature=youtu.be+ NeoMetals Corporate Presentation showing the downstream Kalgoorlie Lithium Refinery Project operations and ELi Process as well: http://www.neometals.com.au/reports/691-1621482.pdf
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@PamplonaTrader @Excelsior Michael Langford @ML_SuperNinja has been trying to get me to look at $MIN.AX I haven't done enough DD on it yet but he says the Wodgina Tantalum-Lithium project is a world-beater. From what I can tell, $MIN.AX is a very well-run company with a smart business plan... their core business is mining services but they have also been very opportunistic in acquiring equity in strong lithium projects. $MIN.AX probably Ken Brinsden's arch nemesis, having dragged both $AGO.AX and $PLS.AX into legal battles over lithium rights. $MIN.AX owns 8% of $PLS.AX via a settlement in October. #lithium
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@Excelsior @PamplonaTrader - Thanks for that additional info on $MIN.AX - I'm a shareholder of $NMT.AX because while they only hold 13.8% of Mount Marion project with $MIN.AX and Ganfeng , they also have 70% of the ownership of the downstream Eli Process at the Kalgoorlie #Lithium Refinery and $MIN.AX only has 30% of that. In addtion, they have their Barrambie #Titanium Project as a kicker.
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@PamplonaTrader @Excelsior also with regard to producers, I tend to stay away from minority owners because it limits their takeover potential... though I will sometimes make exceptions for world-class projects e.g. Hot Maden, Cukaru Peki, etc
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@PamplonaTrader @Excelsior $MIN.AX looking to monetize Mt. Marion stake to focus on Wodgina.
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@Excelsior @PamplonaTrader - Agreed. I generally steer clear of the miniority ownership as well, and $NMT.AX used to own much more of the Mt Marion project but Ganfeng and $MIN.AX have taken on larger percentages, and $NMT.AX has focused more on the #downstream #processing where they do have the majority stake. The #Lithium processing is often very lucrative, so I just thought I'd mention that as well. Yes, I figured $MIN.AX will just sell the rest to the Asian consortium Ganfeng as will $NMT.AX at one point. I could actually see Ganfeng trying to takeover $NMT.AX for all their proprietary processes though. :-) (Check out pages 20-27) http://www.neometals.com.au/reports/691-1621482.pdf
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@PamplonaTrader @Excelsior Frankly, I've ignored $NMT.AX because of Chris Reed. I've watched his presentations and I get the used car salesman vibe from him.
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@Excelsior @PamplonaTrader - funny. Well, I'm more interested in the mad scientists working on their #chemistry and #processing for $NMT.AX , but know what you mean about Chris's delivery style.
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