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@farmerjoe $HMI added yesterday, things are looking good here #cobalt #hotpick #lithium #tightfloat
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from #hmi,
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@tooearly Joe Lowry‏ @globallithium Hanwa is a not a player in #lithium The $BCN deal to Japan’s Hanwa means about as much as their $TSLA deal https://www.ft.com/content/724fb6c4-1ba0-11e7-bcac-6d03d067f81f … … via @FT
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from #mms,
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@tinybullstocks @farmerjoe $HMI is an absolute winner down here! Small float, tiny market-cap and several high quality cobalt and lithium projects. Less than 43 Million shares outstanding for a a market-cap of less than $ 1.7 Million. #cobalt #lithium #tightfloat
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from #hotpick,
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@PamplonaTrader $PLS.AX getting savaged. Own lots of shares and hoping she finds support in the $0.33-$0.36 range.
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@sihv @PamplonaTrader Yes, but it is not just $PLS.AX the whole Lithium sector on ASX has been battered since mid Februay. My top stocks $ORE.AX $GXY.AX $NMT.AX $PLS.AX and $AJM.AX all down by like 40%. No clue what is going on... But still 100% sure this will be good but hard and weird to see a downturn like this in a "hot" sector with supply shortage on the horizon.. Mr. Market is sometimes really hard to understand.
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@FundamentalAnalysis I have some exposure to the lithium sector, but has anyone considered the alternative which is that the whole sector has been just a big promotional push? Like a big marketing campaign and the reality is perhaps somewhat different, (if there is someone who has done a proper @otto type analysis on the lithium sector both on supply side and demand side that would be interesting to read)......without that most of us have probably read a few investor presentations and a few articles here and there which isn't really deep research.......any thoughts??? I suspect there are a few companies that are very strategically located and placed to benefit regardless of what happens but there will be a lot of losers.......
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@sihv @FundamentalAnalysis I have done some pretty extensive calculations regarding how much lithium will be needed if we switch from combustion engines vehicles (CEV) to electrical vehicles (EV). There are large unknowns in those calculations, the main ones being how many vehicles and how large will their average battery be. A very important factor are for instances busses. If the public transport busses move to EV that would have a significant impact on the equations as also storage would/could have. Fundamentally it boils down to whether or not you believe we will drive EVs in the future and the range you want have with those. Given that current cars have a 300mi/400km range I think people will still want/need that. This means the battery pack will need to be like 80kWh for a normal car (Tesla, Volt, etc). Such a battery pack will need about 50kg of LCE (which is only about 8 kg of Lithium, a common mistake people make). If 50% of the cars become EVs (and I believe we will go to a 100% much sooner then we think) and with current annual car production being 60m cars per year we would be building 30m EVs per year each needing 50kg of LCE, i.e. 1500ktpa LCE production needed. 2016 production was about 200ktpa. The biggest mines producing about 50ktpa. So this leaves room for roughly 26 new 50ktpa mines. And note that this excludes EV busses and storage.... So it is not just hype, there is a real story and possibility behind it. And Tesla, but more importantly China, are leading the way. And thanks to "diesel-gate" it may happen even earlier then we all think. But the whole Lithium business is so small that if any significant money wants to "play" with it they easily can....... I am a believer in the transition from CEVs to EVs and consequently almost 100% of my investments are in Lithium. Time will tell if that was smart or not. So far over the last 2 years I have done really well. This year since February not so much but still have a very nice profit and are not worried about the down-turn since February. Surprised yes, worried no! #lithium
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@FundamentalAnalysis @sihv I believe in the transition from CEVs to EVs however lets not forget most of the population growth will come from emerging markets. A lot of these countries will not be buyers of EVs quite yet. The biggest shifts will be in the developed countries. Then its a question of how long it takes for people to replace the vehicles they own. I have no plans on replacing mine next 5years thats for sure...I have a low cost car (non ev), and don't wish to spend to buy an EV. People in general in the western economies are already overleveraged, and EVs unless the costs come down or governments provide some form of significant assistance it will not be immediately taken up. However marketing will have a big impact on the uptake, put a few celebs driving a cool EV like a tesla and the sheep population will catch on fast.. I saw a figure of $35000 for a cheaper EV version of Tesla (Not sure what costs are from other car makers)....but $35000 is a crap load of money. Most of the population in the UK don't buy cars at that kind of price...they buy 2nd hand sub £10,000 which is $12500
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@sihv @FundamentalAnalysis There are "cheap" cars now from Tesla and Chevrolet (Bolt) at the $30k range. However, there are like +200 start up companies in China making EVs (and lots of e-bikes and e-scooters). Of course those are still far from the quality we want in the western world. But I am pretty sure there will be enough really cheap EVs available within a couple of years. And do not forget maintenance of EVs is basically at zero cost! The Chinese (and Tesla) are putting the western car manufacturers under pressure. Most notably Germany is discussing a complete ban of CEV from 2030. This is clearly a move to help the German car industry to make the switch from CEV to EV. VW has 29 EV models now planned to be released in the coming decade! It is coming, and much more quickly then we all think! My next car will be an EV. Hope it will be a Tesla but then the Lithium stocks should go up a bit ;) #lithium
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@Excelsior Stockcharts struggles with #AussieStocks, but sometimes you can use the OTC ticker for the general trend. I use Hotcopper as a resource for the Austalian tickers, but just use Yahoo finance to chart Aussie companies. Interactive Brokers is a good platform for trading and charting Australian tickers as well. As a consolation prize here is a quick chart of the #Lithium stocks (mostly US/Canadian) that could be charted on stockcharts (Galaxy & Altura had an OTC tickers that worked): $ORL $GALXF $LAC $NMX $PE $DJI $CRE $BCN.L $FL $ALTAF http://stockcharts.com/freecharts/perf.php?ORL.TO,GALXF,LAC.TO,NMX.TO,PE.V,DJI.V,CRE.V,BCN.L,FL.V,ALTAF&p=5&O=111000 It would have been nice to include some of the #AussieStocks like the #producers $NMT.AX and $MIN.AX, or the #developers $PLS.AX $KDR.AX $BGS.AX - but no dice....
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from #mbgtrends,
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@mike $TSLA Tesla to unveil freight truck in September, pickup truck before 2020, Elon Musk says #lithium http://www.marketwatch.com/story/tesla-to-unveil-freight-truck-in-september-pickup-truck-before-2020-elon-musk-says-2017-04-13
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from #index,
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@Vin Updated SRC Lithium Report 2017 https://www.resource-capital.ch/fileadmin/reports/2017/final_Lithium.2_en_.pdf $AAL $AVL $BGS.AX $DGO $FMR $LIX $MMS $ML $NMX $PE $WML $ZAD Good primer for #newbies. Nicely presented. h/t to @Jayfire for posting in Birimian room yesterday. #lithium #SwissResourceCapital Check out their excellent YouTube channel https://www.youtube.com/user/ResourceCapitalAG/featured
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from #mbgtrends,
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@MiningBookGuy hey all, great content in #mbgtrends today! i should have contributed earlier, but was happy to glance at it throughout the day. thanks to @HHorseman (nice #Turkey charts/article!) @Jayfire @FundamentalAnalysis @Excelsior (thanks for ~AUfrica shout-out!) @Brendan @Onlyflaws @PhotoJ @Vin (nicely organized #lithium re-post!) and anyone I missed!
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from #mbgtrends,
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@Leni Lithium's NexGen? - Neo Lithium @Leni/lithiums-nexgen-neo-lithium $NLC $NXE #Lithium Short term PUSH from a resource estimate in Q2 of 2017 and a PEA in Q3 of 2017.
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from @leni,
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@Raceyno1 @cadenceminerals look them up
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@Goldfinger Albemarle $ALB Weekly bull flag: http://cdn.ceo.ca/1cfcaao-ALB_Weekly_4.18.2017.png+ Since it launched higher in early 2016 ALB has often gone through these multi-week consolidation periods before launching into its next leg higher. $lithium
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from #index,
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@Goldfinger Chile wants to attract manufacturing of battery components, such as cathodes and electrolytes, as demand for electric vehicles rises. https://www.ft.com/content/583cfd8c-202d-11e7-b7d3-163f5a7f229c $lithium $TSLA
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from #index,
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@TheLip2 A little story from Joe Lowry from his LinkedIn page talking mostly about financing problems. Lithium: Taking Stock of Q1, 2017 https://www.linkedin.com/pulse/lithium-taking-stock-q1-2017-joe-lowry
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@EpsteinResearch #lithium another Australian-listed clive dive $EMH.ax down 33% right now. $PLS.ax was the notable low flier before tonight...
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from #index,
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@DanO OK. Outta here. Gotta help this guy with his #lithium + beryllium pegmatites. Over 10 Mt they say. Open pit & underground. I like beryllium. Gotta write something for him to help him market them. He sent me almost 40 pages. Btw if interested in diversifying into something like that let me know.
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from ~zinc,
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@mike Joe Lowry‏ @globallithium 4h4 hours ago #lithium $ALB "Cool Hand Luke" has done a brilliant job managing the $ALB #lithium story & share price. Will chronic execution issues undo his plans?
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from #index,
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@Excelsior #Korelin Economic Report - Cory's Insights #LITHIUM SPACE WED 19 APR, 2017 #mbgtrends #index ** Just a heads up that I really blew my wad today posting on the KER blog with several months of articles, news, charts, editorials, and rants on #Lithium #Batteries and #EnergyStorage sector. It may be a good place for investors to do a litle light reading. :-) ~EnergyStorage $SQM $ALB $FMC $GXY.AX $GALXF $ORL $OROCF $NMT.AX $RRSSF $MIN.AX $MALRF $LAC $LACDF $NMX $NMKEF $PLS.AX $PILBF $PE $PEMIF $DJI $DJIFF $CRE $CRECF $BCN.L $BCRMF $BGS.AX $KDR.AX $FL #LIT #Ganfeng http://www.kereport.com/2017/04/19/request-lithium-space/
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from ~energystorage,
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@DanO I ran my Passive Solar Evaporation Ponds Lithium Production Calculator again this time by using $nlc provided data (report) of 2,000 mm/yr pan evaporation (i.e. according to a local study because they have not done one yet) and I added the elevation, brine density, final grade of 4.6%, I set the recovery at 60% and obtained 23.5 tonnes of lithium carbonate (LCE) per year from 1 ha of constructed solar evaporation pond. Which is close to their intended 25t LCE per year. For the rest you'll wait until I will make another assessment of their progress. #lithium http://www.miningandmoney.com/solar-ponds-production
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from ~roughingit,
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@EpsteinResearch Positive feedback coming across on Stockhouse on Critical Elements' AGM meeting today. Anyone attend??? $CRE #lithium Thanks.... Do I really have to turn to SH for the best info? Come on people, we're better than that.....
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from #cre,
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@tinybullstocks @Paddy... $HMI at 4 cents is a great cobalt play. See $HMI's last news release. Only 42 million shares outstanding. $ALZ recently announced the discovery of high grade cobalt on their adjoining property at Gowganda. https://ceo.ca/@marketwired/hinterland-stakes-cobalt-claims-in-gowganda-ontario #cobalt #lithium #tightfloat
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from #hotpick,
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@BiPolarHolder "If all the lithium produced today went into EVs, we could produce 3-4 million cars" - @DavidDeak #Benchmark2017 All EVs will rely on our "ability to deliver lithium to the world" - @DavidDeak #Benchmark2017 Vancouver "We have reached a point of no return on EVs.... it's like trading in your iPhone for a Nokia" - @DavidDeak at #Benchmark2017 Vancouver "it's like a rollercoaster but way cooler... it can change the way people think about transportation" @LithiumAmericas Dr David Deak on EV $LAC $LACDF #lithium
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@tinybullstocks Any volume on $HMI will really send it up ! Level 2 is ripe for a run. Fantastic #cobalt and #lithium projects. The news from $ALZ just made it that much better :) #tightfloat
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from #hotpick,
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@tinybullstocks $HMI is perking up. A great cobalt & lithium play. See $HMI's last news release. Only 42 million shares outstanding. $ALZ recently announced the discovery of high grade cobalt on their adjoining property at Gowganda. https://ceo.ca/@marketwired/hinterland-stakes-cobalt-claims-in-gowganda-ontario #cobalt #lithium #tightfloat
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from #index,
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@Goldfinger $WML Director Hendrik Van Alphen acquired 25,700 shares in multiple transactions in the last several days at prices ranging from C$1.24-C$1.30. SEDI:WML $lithium
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from #index,
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@Excelsior @Allan- you think the ~Zinc #Zinc ~mining syndicate #mbgtrends #Uranium #Lithium #Gold #Silver #Copper rooms are "stockhousie" but think your endless posts about learning spanish, golf clubs, and dog pictures actually add more value to investors here?
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from #index,
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@Goldfinger Wow $STM just keeps going on heavy volume, tagged C$1.00 today. That's an 8-bagger for Energy & Gold readers: http://energyandgold.com/2016/05/31/scientific-metals-preparing-to-feed-the-worlds-surging-demand-for-lithium/ $cobalt $lithium
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from #index,
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@Leni I have updated by article on $NLC. The update is to address a couple of potential issues that weren’t included in my original write- up for Neo Lithium. I contacted CEO, Waldo Perez, and Investor Relations representative, Ali Mahdavi, and asked them questions that should help shed some light on these potential issues. #lithium @leni/lithiums-nexgen-neo-lithium
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from #nlc,
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@VikChitra $MMS nice write up about them in Australian Financial Review regarding #lithium #ironore https://twitter.com/macminltd/status/857365472123117569
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from #mms,
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@VikChitra $MMS link to download article posted by AFR. https://twitter.com/macminltd/status/857430972748275712 #lithium #ironore
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from #mms,
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@sihv On the ASX the Lithium stocks seem to may have hit bottom and turning back up. Strong day of $ORE.AX after releasing a good quarterly and a very strong finish of $PLS.AX, looks like the start of short squeeze there. Lets see how this continues tonight/tomorrow. #lithium in CA not following yet.....
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@sihv Hot news!!! $PLS.AX has struck a deal with Gangfeng. This should push all the Lithium stucks up again! https://twitter.com/ML_SuperNinja/status/857616291409952768
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@VikChitra also good news with $PLS today, should boost #lithium stocks
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from #mms,
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@PamplonaTrader About friggin time $PLS.AX. However, what is going on with $LAC financing?
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