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Thematica Feb 12
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Howard Klein Sep 20
Sounds of Silence $1772 is finding its voice, with at least its 3rd presentation - in English - to global investment banking audiences this month. Not much to note in LinkedIn below, though I observe never fails to mention its commitment to Sonora clay
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ResearchPool Feb 25
$2460 Lithium ... China Lithium: The skys the li-mit. OVERWEIGHT: For the next decade, we believe the robust demand for lithium would be underpinned by EV battery growth in both China and the EU. We expect lithium prices to…
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Hedgehog Trader Feb 12
+250% Resource Increase! TNR Gold Reports on Royalty Holding: Ganfeng Provides Technical Report with Increase of Measured + Indicated Resource to 4.41 Million Tonnes LCE at Mariana Lithium Brine Project
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Howard Klein 18h
cancels cooperation agreement w/ Jiangtse announced late August. Had envisioned $1772 managing/renting Jiangtse assets for production of up to 25kt of carbonate (15 from lepidolite, 10 from spodumene) and 5kt hydroxide (from spodumene)
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Howard Klein Sep 16
Congrats $1772 on USD 200M placing at ~USD 9.5B market cap = 👍👍 cost of equity capital. Founder/Chairman Li Lingbin owns 20% of , valued at ~USD2B today. Like founder/major shareholder Chris Ellison , strong interest alignment w/ minority shareholders
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Rodney Hooper Mar 30
Some great insights on results from
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Bacanora Lithium Plc Jun 7
Sonora pilot plant has re-started and is producing lithium samples for and other engineering design work
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Kirill Klip 🌎🔥#rEVolution🔌🎸 Oct 28
The ongoing Energy rEVolution & exponential growth of sales for electric cars. The secure supply lines for this are starting with the production of raw materials by the Lithium mining industry.
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Kirill Klip 🌎🔥#rEVolution🔌🎸 Oct 24
The situation with Lithium and the secure supply chains for this Energy rEVolution will not be as smooth and easy as we all would like it to be. Some players are already "head above shoulders" in the "Opaque Lithium Kingdom" Royalties JV
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Thematica Feb 10
Our top holdings are doing just fine today
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DragonEV Feb 8
has mentioned yesterday that Tesla's selected battery supplier(CATL) purchase about 20% of Ganfeng's Hydroxide annual production. GFL also has multiple expansions that are concurrently progressing.
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lithiumforum Jul 26
Bottom reached? forecasts by 2029 demand for will grow by more than 6x. Li Miners News For The Month Of July 2020.
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Taron Feb 19
taking over for a total rough value of $100mil with as a major shareholder at $40mil market cap should rerate like did when nearby was taken over
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Hfox1 (H) Thinking about Upstream & Downstream 🤔 Jun 21
Li Liangbin Chairman spoke at the ‘Lithium Battery Industry Summit’ in on June 10-11th 2020. He expects global lithium battery market demand to grow rapidly in the next decade, to reach 1,000GWh by 2023👇
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Kirill Klip 🌎🔥#rEVolution🔌🎸 Oct 24
can make things work even in the very tough markets where others seem to be just losing money & making strategic mistakes by taking on unbearable debt and overpaying at the top of the market for the "Get Big Fast" strategy with M&A deals.
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Rodney Hooper Jun 24
MS continues to view as a one size fits all commodity. sales in 2021 should highlight how precarious the TIER 1 BG market is with 3 suppliers at ~75% . The fastest growing segment also has the highest price. 2025 = total 1M tons
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Ralph Richter @ Richter Consulting Group Dec 12
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Lithium-ion Rocks! ✌️❤️🐂 Dec 20
Don’t forget your top pick in January, $1772! 👇
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Kirill Klip 🌎🔥#rEVolution🔌🎸 Oct 24
Tesla Battery Day. The End Of The ICE Age, Welcome The Post Carbon Economy - Fossil Fuel Species Annihilation Stage. JV
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