Alkemy Capital Investments Share Discussion Threads

[euclid5] 23/10/2023 19:53

New broker note out from VSA Capital dated 23 Oct 2023



Our assumptions are modestly different to those in the published but consistent with our assumptions for Wilton which is based off US$24,000/t LiOH. The ratios for the LSM and SC6 price are adjusted accordingly in our analysis which produces an NPV8 of £258m for a single train.

£258m / 8m shs = 3,225p

[gepetto100] 29/9/2023 07:49

Nice bit of news - of course MAC is a major shareholder in WL

[bountyhunter] 14/9/2023 19:21

Some must know something we don't!?

[sipptrader88] 14/9/2023 14:21

wonder why so much trading last few days?

[bountyhunter] 14/9/2023 10:32

A bit of support from Sunak wouldn't do any harm for the project or for his reputation; purely speculating but something must be behind this rise?

[sipptrader88] 14/9/2023 10:22

Glad I had a gut feeling and topped up on Tuesday 132.6p (incl. fees)!

[ahhh luke warm] 14/9/2023 07:32

Is Rodney or Del able to describe it?Tomorrow looks interesting because . . .

[bountyhunter] 13/9/2023 17:30

News imminent?

[trotterstrading] 13/9/2023 16:29

Tomorrow looks interesting

[maverick247] 13/9/2023 16:13

Big move coming

[smackeraim] 11/9/2023 13:37

Blue again shorty

[shortcpx] 07/9/2023 08:35

Absent any show stopping news, looks like £1 on the cards. Get the truck ready.

[smackeraim] 05/9/2023 11:32

Paying above 1.40 again. Tough hold this one but maybe light at the end of the tunnel soon fingers crossed

[shortcpx] 23/8/2023 14:40

Here we are again. Fighting for 140p. Hold the line... Diamond hands... The MMs want your shares....

[smackeraim] 22/8/2023 12:53

https://x.com/alkemycapital/status/1693919345108308217?s=46

[smackeraim] 22/8/2023 12:48

Blue. Took a while!

[shortcpx] 03/8/2023 15:11

Back at 140p support. Really is the last stand. LHs, LLs.

[smackeraim] 18/7/2023 19:25

The government is providing subsidies worth hundreds of millions of pounds, sources said.

Some in the car industry have described the plant as the most important investment in UK automotive since Nissan came to Britain in the 1980s.

[shortcpx] 12/7/2023 12:11

Bewdiful. Respecting that 140p support.

[smackeraim] 12/7/2023 12:01

Heading up

[shortcpx] 06/7/2023 10:23

Back at that 140p support. Needs to hold or £1 in play.

[ldbart] 20/6/2023 17:14

Big buys are being disguised as sells

[smackeraim] 08/6/2023 22:10

"including nickel production in Wales and lithium processing in Teesside."https://www.gov.uk/government/news/uk-and-us-launch-first-of-its-kind-economic-partnership