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22-11-2021, 07:47 PM
#291
Interesting comments in Stockhead commentary on Lithium companies:
https://stockhead.com.au/resources/m...50pc-in-a-year
From SQM:
There is more joy to come, SQM boss Ricardo Ramos says, with lithium pricing expected to be 50% higher in the December Quarter than the September quarter with spot markets raging and legacy contracts coming to an end.
The market growth is putting pressure on prices, as a result, we forecast average prices to be close to 50% higher in the fourth quarter this year when compared to prices reported in the third quarter 2021.
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22-11-2021, 07:52 PM
#292
Member
Originally Posted by nztx
God this time last year you could find articles saying its speculative. Wait until they write another "darling children of the ASX" article after writing something completely contrary the year prior. Always looking backwards never forward.
GO AVZ ! for the holders here - AVZ real reward is 2024/25
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23-11-2021, 05:35 AM
#293
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06-12-2021, 01:13 PM
#294
Anyone have a particular view on Liontown Resources? Undertook a massive placement - $450m odd - at $1.65 which was a ~14% discount to previous close (I forget what the theoretical ex price was) and post trading collapsed to $1.49. Good management, good resource, project NPVs including various scenarios all look quite a bit higher than marketcap, blue chip instos taking place at the CR at 1.65. Lithium just a giant green bubble or liontown no good?
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25-12-2021, 03:12 AM
#295
An 'inside' on one of the major Chinese Car Battery makers
https://www.nzherald.co.nz/business/...OXFVH4UNGOLFM/
Note: Premum content
AVZ Holders will recognise the name
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27-12-2021, 05:22 PM
#296
Originally Posted by Fiordland Moose
Anyone have a particular view on Liontown Resources? Undertook a massive placement - $450m odd - at $1.65 which was a ~14% discount to previous close (I forget what the theoretical ex price was) and post trading collapsed to $1.49. Good management, good resource, project NPVs including various scenarios all look quite a bit higher than marketcap, blue chip instos taking place at the CR at 1.65. Lithium just a giant green bubble or liontown no good?
Hi Fiordland, Bell Potter as part of their picks for CY22 and Marcus Padley have recently commented positively on this stock. Check recent posts on livewiremarkets.com.au and you can see their analysis.
disc.. hold this and Mineral resources for lithium exposure
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04-01-2022, 09:42 PM
#297
Originally Posted by hamish
Hi Fiordland, Bell Potter as part of their picks for CY22 and Marcus Padley have recently commented positively on this stock. Check recent posts on livewiremarkets.com.au and you can see their analysis.
disc.. hold this and Mineral resources for lithium exposure
Thanks Hamish. I wound up buying a few parcels around the 1.45 mark. Pretty content and pleased the spot price above the coming rights issue.
One company that has blown me away is Neometals. I bought in at 90c only a few months ago - what a ride! Itll either be massive or fall to 10c in a few years time but love what they are doing. Safely disposing of and recycling / extracting valuable minerals from spent lithium batteries an exciting area - the macros are huge, if the company has an IP based moat and doesnt become a dirty tolling operation
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08-01-2022, 09:54 AM
#298
Issue 74 at the link below has a listing of producing and emerging players in the lithium space. Companies like LTR (Liontown), CXO (Core), AKE - Allkem (ex Galaxy/Orocrombre) and PLS - Pilbara are all listed along with a number of others that are exploring both in Australia and other locations around the world.
As can be seen from the 3mth and 1yr returns, Lithium has been a good space to be invested in 2021. The shorter period of the last month looks pretty random as to what the movements are.
https://www.rkequity.com/publications
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08-01-2022, 05:16 PM
#299
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08-01-2022, 05:29 PM
#300
Member
Originally Posted by Scrunch
Issue 74 at the link below has a listing of producing and emerging players in the lithium space. Companies like LTR (Liontown), CXO (Core), AKE - Allkem (ex Galaxy/Orocrombre) and PLS - Pilbara are all listed along with a number of others that are exploring both in Australia and other locations around the world.
As can be seen from the 3mth and 1yr returns, Lithium has been a good space to be invested in 2021. The shorter period of the last month looks pretty random as to what the movements are.
https://www.rkequity.com/publications
Thanks for that, very interesting. Seems the battery and EV metal space is still heating up! I’ve been mainly in Graphite as in RNU and rare earths as in Pensana and PEK but need some junior lithium exposure. What are the best candidates in this space?
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