European Metals Share Discussion Threads

[rafboy] 29/11/2016 13:50

Good to see some interest this afternoon.

[sambuca] 29/11/2016 07:24

Up 4% in Aus last night on very low volume.

Sam

[wrtmf] 28/11/2016 19:49

lovely! today was all about avoiding red.
don't know if anybody else sees it, but she's coiling up...

[ahbroad] 28/11/2016 18:29

Half a pip above expectations

[wrtmf] 28/11/2016 07:54

i'll be happy with a +0.25p today!

[wrtmf] 27/11/2016 21:06

we are due a blue day in oz

[wrtmf] 27/11/2016 21:04

another one for 2020 - toyota

greencarreports,
'The signals are now unmistakable: Toyota will offer a battery-electric car for sale in 2020. After a decade of condemning electric cars as suitable only for the smallest vehicles in around-town use, the world's largest car company is changing its tune. Yet another news story out of Japan has company executives suggesting that it has finally decided lithium-ion batteries are suitable for real cars.'

[wrtmf] 27/11/2016 14:54

thanks banshee - 2019/2020 target for rolling off the production line, again!

[wrtmf] 27/11/2016 12:40

the hard numbers from the Edison chart

ev $/t

nemaska lithium 149.07
critical elements 65.32
rare earth minerals 45.88
lithium x 43.06
ultra lithium 42.06
lithium americas 40.06
pure energy 26.13
paynes find gold 15.01
bacanora minerals 14.51
emh 3.90 [0.75 ???]

--
420% li indicated resource increase reported

--
discounting: 'enterprise value' change due to rem taking more shares at market price [numerator] and the SIGNIFICANT increase in tin resource which is VERY valuable [denominator], i'm thinking

new 'ev/resource in ground' is

3.90/ [1+4.2] = 3.90/5.2 = 0.75

thus we are approx. 20x cheaper than the 2 nearest peers [bacanora/paynes].

[wrtmf] 27/11/2016 12:34

until emh say they've cracked the code for lithium hydroxide let's keep thoughts of tesla/solar city at arms length, besides german automotives represent a bigger market...

...but keep an eye on those exciting updates in the very near future.

[wrtmf] 25/11/2016 15:57

did i just see....

numerous buys cause a tick up
1 sell cause a tick down

lol

[someuwin] 25/11/2016 14:12

Next rise soon imo.

[wrtmf] 25/11/2016 12:50

again and again, the 'rolling off the production line' timeframe is 2019/2020, give or take very little. working backwards, battery design and lithium supply issues have to be resolved! enough time for testing has to be incorporated to avoid battery related disasters [samsung note 7]. next 6 months crucial for sorting out lithium supplies for european automotive manufacturers.

[banshee] 25/11/2016 12:39

These new solid state lithium batteries should eliminate the fire risk as well.

[wrtmf] 25/11/2016 10:10

breakout in about a week?

intersection of,
rising trend peaks since sept1
rising trend troughs since sept1

[wrtmf] 25/11/2016 10:06

4wks to xmas

1. no early offtake agreements, discussions to conclude with pfs
2. updated mineral resource estimate delivered 420% li indicated increase
3. metallurgy awaited - big step forward, potentially significant share price driver
4. 'some exciting updates in the very near future' - kc quote

[qackers] 25/11/2016 09:18

Nice rising chart. Cannot go up in a straight line.

[ahbroad] 25/11/2016 00:06

Love the trolls!