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LITHIUM, LITHIUM DISCUSSION
nipper
post Posted: Jul 29 2017, 11:06 PM
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Posts: 5,398
Thanks: 1961


WA and lithium

http://mobile.abc.net.au/news/2017-07-29/c...322?pfmredir=sm



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: arty  
 
nipper
post Posted: Jul 27 2017, 09:39 AM
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In Reply To: triage's post @ Jul 27 2017, 07:55 AM

Desk-bound analysts with their search-engines and networks turn out generalist stuff - an interesting read, nevertheless. He writes well, which could be persuasive to some.

It is interesting there is no digging into the difference between hard rock and brine sources. And it won't be long, because of the scale of the operations likely to happen , that what is now a 4000m asl "wasteland" will become a fragile ecosystem of global importance.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
triage
post Posted: Jul 27 2017, 07:55 AM
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Another analyst jumps on the bandwagon:

http://thereformedbroker.com/2017/07/26/lithium/



--------------------
"The market can stay irrational longer than you can stay solvent." John Maynard Keynes

"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

Mozart fixes everything and Messi is a dog

Said 'Thanks' for this post: nipper  
 
blacksheep
post Posted: Jul 20 2017, 08:11 PM
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Lithium supply pipeline is filling but will it be enough?
Andy Home
JULY 20, 2017 / 12:57 AM / 9 HOURS AGO


http://www.reuters.com/article/us-lithium-...e-idUSKBN1A41ML




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 18 2017, 12:36 PM
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In Reply To: blacksheep's post @ Jul 4 2017, 12:11 AM

Joe Lowry's latest report

Lithium Investment at the Crossroads
Published on July 17, 2017

Joe Lowry
One of the World's Leading Lithium Market Experts

Note ->

QUOTE
Elon Musk seems to think if he builds cars the lithium will come. His current chaotic battery supply chain should convince him that perhaps he should dedicate a bit of his creative thinking time to mundane matters like where the massive quantities of lithium he needs are going to come from.

Off course if you read some of the bank “research”, Hot Copper in Oz or the musings many "tweeters", you would believe every stray project from Oz to central Europe to the DRC will soon flood the market and move price back to prior levels. Spoiler alert – not going to happen.


https://www.linkedin.com/pulse/lithium-inve...-late-joe-lowry



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Jul 14 2017, 12:07 PM
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Posts: 5,398
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Lithium Power International Limited (LPI) is a pure-play lithium explorer whose business involves the acquisition and advancement of promising lithium projects.

LPI is currently pursuing three project regions across Australia and South America in order to provide an asset base. The three project regions that LPI is currently focused on are: Greenbushes, Puna Plateau and Pilbara. .. and now Maricunga lithium brine project in northern Chile

Market cap $42mill (resources not reserves)



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


blacksheep
post Posted: Jul 6 2017, 08:38 PM
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Rosatom currently recently signed an MOU with Tanzania graphite company MNS for super jumbo and jumbo flake graphite

QUOTE
Russia eyes the lithium market
EUGENE GERDEN | JULY 05, 2017

Russia plans to expand in lithium sector in Chile, that will take place through the participation of the country’s nuclear monopoly Rosatom in lithium production and processing in Chile already this year.

Several weeks ago the Chilean government began the receipt of applications for the production and processing of lithium within the country from foreign investors, including Rosatom.

According to state plans, the selected companies will receive contracts for the production of lithium carbonate in the country and will be able to purchase lithium carbonate from Rockwood Lithium Ltd., (a US company, which earlier entered into an agreement with the Chilean state agency Corfo on the production of lithium) at reduced prices.

The duration of the contracts will vary in the range of 25-27 years.

In the case of Rosatom, the Russian company is interested both in the production and processing of lithium in Chile. In regard to the production, there is a possibility that it will be carried out by Rosatom in cooperation with the Chilean state-owned company Codelco. The latter, earlier this year, announced its plans for a search of a partner for the production of lithium at two salt marshes in the Atacama region (Northern Chile).

In addition to the production of raw materials, Rosatom’s sphere of interests in Chile also includes the production of lithium-based products, such as cathodes, batteries and others
.

https://investorintel.com/sectors/technolog...lithium-market/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
triage
post Posted: Jul 4 2017, 08:36 AM
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Tesla is not THE electric vehicle market of course but it is certainly important for the confidence in the EV industry's future. A couple snippets of news from Elon Musk: Tesla delivered at the lower edge of predicted sales in the first half of 2017, due, according to Musk, to supply constraints of lithium batteries. And perhaps more importantly, Tesla's mass market model, the Model 3, has passed all regulatory hurdles and the first vehicle for sale will roll off the assembly line this Friday for delivery by the end of this month.

http://www.reuters.com/article/us-tesla-model-idUSKBN19O0GE

The plan is for Tesla to be producing 5000 Model 3's a month by this December and to be producing 10,000 a month by sometime in 2018. Customers know the price and there are hundreds of thousands of pre-orders on the books so the big question will be does the Model 3 live up to promises or is it a lemon. If Tesla starts selling 10k cars a month all the existing car companies will have to respond in kind to this challenge, particularly as US car sales were flat for the first 6 months of the year.

http://www.reuters.com/article/us-autos-sa...a-idUSKBN19O1PJ

The Orocobre boss recently commented that they went ahead with their lithium brine project in Argentina on the demand for lithium batteries for personal use, and had not assumed that EV's would take off. The next 12 months will probably see what the future is for for EV's but it could be massive for lithium producers like ORE.



--------------------
"The market can stay irrational longer than you can stay solvent." John Maynard Keynes

"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

Mozart fixes everything and Messi is a dog

Said 'Thanks' for this post: nipper  
 
blacksheep
post Posted: Jul 4 2017, 12:11 AM
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Posts: 5,699
Thanks: 2125


In Reply To: blacksheep's post @ Jun 26 2017, 09:56 PM

Joe Lowry, Global Lithium, latest report...

Lithium 2017: "Halftime Report"
Published on July 3, 2017

https://www.linkedin.com/pulse/lithium-2017...eport-joe-lowry



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jun 26 2017, 09:56 PM
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Posts: 5,699
Thanks: 2125


In Reply To: blacksheep's post @ Jun 26 2017, 09:23 PM

Anyone interested in broker recommendations, here's a few recent ones on ASX listed lithium stocks

https://www.fnarena.com/index.php/2017/06/2...-outlook-mixed/





--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: triage  cooderman  
 
 


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