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  1. #221
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    Quote Originally Posted by greater fool View Post
    Lithium?
    Read investor presentation:
    https://cdn-api.markitdigital.com/ap...df02a206a39ff4

    • HPA as a Lithium-ion battery separator coating (LIB separator) is expected to generate significant demand as electric vehicles (EV) revolution plays out





  2. #222
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    GLN Galan Lithium?

  3. #223
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    Quote Originally Posted by soulman View Post
    Don't forget the last 2 runners.

    SYA and CXO.

    And VUL probably the best performer, no doubt about it.
    Hey Soulman where u been?Longtimenosee

  4. #224
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    Quote Originally Posted by Joshuatree View Post

    • HPA as a Lithium-ion battery separator coating (LIB separator) is expected to generate significant demand as electric vehicles (EV) revolution plays out


    Yes.. But it ain't Li. You could make the same case for manganese, cadmium and graphite, copper and REE.
    "There is something wrong with a regime that requires a pyramid of corpses every few years." George Orwell.

  5. #225
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    I take your point.How about actually contributing and SHARING.

    Give to Get

  6. #226
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    Can one suggest what one is buying....there are risks I suppose eh.

  7. #227
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    Quote Originally Posted by troyvdh View Post
    Can one suggest what one is buying....there are risks I suppose eh.
    I've got some JRL and FYI.
    There could be an absolute frenzy coming in some of these stocks.
    Look up Tesla millionaires lol.

  8. #228
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    Thanks Im still holding NMT and AGY.Bought some more BSM....graphite.ADO are a high tech outfit encompassing battery and covid technologies.
    Last edited by troyvdh; 17-01-2021 at 07:52 PM.

  9. #229
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    Are all your lithium stocks booming too? LAC up 34% today to $27.50. The first parcel purchased is now my second 10-bagger in my life (humble brag). At least some consolidation for never pulling the buy trigger on VUL and NC6.

  10. #230
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    Which are the low cost producers? Recommendations on ones to look at further

  11. #231
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    There are two main ways Lithium is produced, Hardrock mining of spodumene or via brine pools. Clay is currently a bit of a pie in the sky in my opinion.

    The value add is in downstream processing converting Spodumene to Hydroxide compared to direct shipped ore which is currently processed in China.

    Lithium Hydroxide is what EV battery manufacturers want, the easiest way to get Lithium Hydroxide is via Spodumene not via Brine which needs to be converted to Lithium Carbonate first.

    The world leaders in Lithium are Gangfeng (China) and Albermale (NYSE), as well as SQM (NYSE).

    My picks as follows, I'm not currently buying more of these after they have run, but I will happily continue to buy on any pull backs.

    PLS.ASX:
    Owner of Pilgangora Mine in the Pilbara, WA. Recently acquired AJM's asset next door after AJM went bust, doubling its hard rock deposit. Has a sizeable debt recently refinanced at lower rate. Not cashflow positive but close.

    MIN.ASX:
    Diversified Miner, high cash balance, Iron ore/mining services business generates lots of cash. Has two major hardrock resources in Mt Marion in Kalgoorlie 50% JV with Gangfeng, and Wodgina in the Pilbara 40% JV with ALB (currently on C&M). Has Hydroxide plant being built under the 40% JV with ALB.NYSE in Kemerton. Owns 6% of PLS.

    AVZ.ASX:

    Exploration/Potential Miner in the Congo. This is a gamble on a stock in the DRC, a dangerous and corrupt country, but it is the biggest hardrock resource in the world, also has sizeable tin deposit. Just signed OT with Gangfeng, waiting on financing.

    FYI: The lowest cost mine I believe is greenbushes (Talison JV) which is owned jointly by ALB, IGO.ASX (recently bought into the JV) and Tinaqi (China).

    I hope this helps someone.
    Last edited by Norwest; 20-01-2021 at 09:52 AM.

  12. #232
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    Thanks Norwest.Re AVZ.I along with a few others had money in WFE...supposedly had a huge find and potential for cobalt.In the DRC.
    WFE could not convince either the oz or brit exchange to accept rational for listing.Reasons are probably clear.Good luck.
    I note you joined last year.,..please reply privately cheers troy.
    btw ...have you observed AGY NMT LPD in recent times.
    Yes I own all 3.
    Last edited by troyvdh; 20-01-2021 at 09:42 PM.

  13. #233
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    Quote Originally Posted by clearasmud View Post
    I've got some JRL and FYI.
    There could be an absolute frenzy coming in some of these stocks.
    Look up Tesla millionaires lol.
    It's better to be smart than to be lucky....
    cc

  14. #234
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    Hi Norwest
    Have you looked at Geo40?
    https://www.stuff.co.nz/business/117...othermal-fluid

  15. #235
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    thanks for sharing that Kiora, Im in taupo. For me if they get listed it could be an opportunity. However, I bet the pilot plant is tiny with no hopes of scaling up...

    the only companies i see succeeding are ones that can produce lithium on a big scale to attract agreements with car manufacturers etc. NZ being the furtherest away from any potential market apart from itself, it would be even harder to make money given the distribution and logistics cost.

  16. #236
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    Quote Originally Posted by troyvdh View Post
    Thanks Norwest.Re AVZ.I along with a few others had money in WFE...supposedly had a huge find and potential for cobalt.In the DRC.
    WFE could not convince either the oz or brit exchange to accept rational for listing.Reasons are probably clear.Good luck.
    I note you joined last year.,..please reply privately cheers troy.
    btw ...have you observed AGY NMT LPD in recent times.
    Yes I own all 3.
    AGY - brine which doesn't interest me. There has been a lot of push back around water usage in brines by the local communities, plus brines produces Lithium carbonate.

    NMT - When they sold there Mt Marion interest to Gangfeng/MIN at least they had a retainer for their planned hydroxide plant, but I don't know if this will get off the ground anytime soon, I've been following the progress closely around Tinaqi's hydroxide plant expansion in Kwinana and ALB/MIN hydroxide plant in Kemerton both of them were hit by temporary delays/downscaling. It's not cheap or easy to build a hydroxide plant.

    LPD - low grade, small resource.

    I don't think you'll go wrong with your choices in the long term but I do think will be some consolidation of resources/production at some point.

    AVZ is definitely a high risk gamble in every sense of the project and it could very well go bust I've already resigned myself to that fact, but the rewards will be amazing if Nigel and the AVZ team can pull it off. The underlying Manono resource is so big it will get developed into a mine at some point this decade - Hopefully that's by AVZ and not someone else!

    Quote Originally Posted by kiora View Post
    Hi Norwest
    Have you looked at Geo40?
    https://www.stuff.co.nz/business/117...othermal-fluid
    It's interesting, but that's even more pie in the sky than the lithium from clay's in my opinion, I don't see how well it would it work at scale? They are targeting Lithium Carbonate not Lithium Hydroxide. Although Lithium is used for a lot of things, the demand driving the growth is for EV batteries and this needs hydroxide... anything that uses generates carbonate has to be processed further to get to Hydroxide.

    Here is a great article that explains what I mean with some good graphs as well: https://newagemetals.com/lithium-sup...rock-vs-brine/

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