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Share Name Share Symbol Market Type Share ISIN Share Description
Alkemy Capital Investments Plc LSE:ALK London Ordinary Share GB00BMD6C023 ORD GBP0.02
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 100.00 90.00 110.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 0.0 -0.8 -19.9 - 6

Alkemy Capital Investments Share Discussion Threads

Showing 7551 to 7575 of 7575 messages
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DateSubjectAuthorDiscuss
20/6/2022
10:24
Corporate broker / advisor research report with an £8.40 target price. [...]
mwj1959
20/6/2022
10:19
Broker (one of their advisors / brokers)research note with target price of £8.40! [...]
mwj1959
24/5/2022
22:44
This company ticks a lot of boxes for me. But when they only raised £1.5M at IPO, and are carrying out studies and employing staff etc, they must be needing more money pretty soon?
cyberbub
23/5/2022
14:51
Agreed, the newsflow today also indicating that something else might follow soon
snickerdog
23/5/2022
08:04
An excellent RNS this morning.
flashheart
16/5/2022
11:22
hxxps://teesvalleylithium.co.uk/wp-content/uploads/2022/05/Shard-Alkemy-12-5-2022-Class-4-flash-.pdf Short research report from corporate broker Shard Capital. Emphasises the lower carbon footprint related to the importing of lithium sulphate feedstock compared to GL's use of lithium spodumene.
mwj1959
13/5/2022
13:10
Yes. Both now have passed scoping on their respective teesside PA sites (redcar and Cleveland). GL plan to import 350kt/y of spod for 50kt/y of hydroxide (found nothing on where trafigura plan to get that). TVL with sulphate/carbonate I guess will need some 150kt for 96kt of hydroxide. Even with all that both will only get to ~20% of expected 2025 Li battery demand.
lenses
11/5/2022
09:05
A lithium arms race in Tees Valley!
mwj1959
11/5/2022
08:31
Bit more hxxps://www.thenorthernecho.co.uk/news/20128785.lithium-deal-set-power-revolution/
lenses
09/5/2022
15:12
No idea how GL stacks up relative to TVL in terms of timeline to first delivery as little information on the GL website. But my guess would be that they are behind TVL even if GL looks to have the substantial backing of Trafigura, which I'm sure that TVL would have liked. This perhaps reflected in the 5%+ decline in the ALK share price today.
mwj1959
09/5/2022
08:55
So Trafigura going with Green Lithium...Today's FT article Commodity trader Trafigura is set to take a stake in a start-up company behind plans to supply car and battery makers in Europe with lithium from a UK refinery. As part of the investment, Trafigura, one of the world’s biggest metal traders, would provide Green Lithium with feedstock for its planned 50,000 tonne-a-year plant in the north of England and sell the finished product to customers across Europe. It would be Trafigura’s first big deal in lithium and comes as Russia’s invasion of Ukraine highlights the perils of being too reliant on one country for commodity supplies. Trafigura estimates that more than 90 per cent of the world’s battery grade lithium is produced from refineries in China, which also processes the vast majority of cobalt and nickel, other key battery materials. Socrates Economou, head of nickel and cobalt at Trafigura, said a lot of large “gigafactory” battery projects were under development in Europe and North America. “The question is where are they going to get the raw materials that go into the batteries.” Most of the lithium used in electric car batteries is extracted from brines in Chile and Argentina and from rock dug up in Australia which is then processed in China, often using fossil fuels. Europe has no commercial refineries, making the region’s carmakers almost totally reliant on China for supply. Benchmark Mineral Intelligence, an industry consultant, forecasts 117,000 tonnes of lithium demand for batteries in Europe this year, rising to 250,000 tonnes in 2025 and 600,000 tonnes by 2030. From 2024, manufacturers in Europe will face high tariffs if they do not source raw materials locally. The agreement with Trafigura is a vote of confidence in Green Lithium, which hopes to secure the approvals required for its project by the end of the year. The company raised £1.6mn in seed funding last year from investors and has also secured a £600,000 grant from the UK government. It produced its first battery grade lithium hydroxide — the product favoured by carmakers — under laboratory conditions last year and is raising capital to see it through to a final investment decision. It hopes to have the refinery running by the end of 2025.
mwj1959
05/5/2022
20:19
PA interview hTTps://youtu.be/W__nNarAaBo
lenses
05/5/2022
19:21
Very interesting interview today with Paul Atherley, by Andrew Monk of VSA Capital - https://www.youtube.com/watch?v=W__nNarAaBo Discussing Alkemy Capital and Tees Valley Lithium (or Thames Valley Lithium as Monk prefers !). Towards end, Atherley talks about the investment path for the stock. Regular mention of Pensana as well.
donoratico
27/4/2022
13:51
Atherley has a lot on his plate what with Pensana currently at a critical stage in its development / fund raising. Big difference in their market caps (£180m vs £10m), but I guess that reflects supposedly better economics with PRE and the more advanced state of its development. He's got a lot of capital to raise!
mwj1959
27/4/2022
08:16
Serious study smacks of serious intent. Fast time line. Bottom rung play. There are risks but they have just been reduced.
lenses
27/4/2022
07:45
Lenses, city rumours they have the sources of lithium sulphate etc. that's part of the magic key to making this happen, feel that with the massive demand they won't have any problems getting the offtakes and partners. Atherley will walk this up.
snickerdog
27/4/2022
07:44
RNS. Numbers to look at!
lenses
27/4/2022
07:40
Feasibility Study £2.8bn NPVFantastic RNS £2.8bn NPV £50bn gross revenue over 30 year operationLow initial capex £216mhttps://www.Voxmarkets.co.uk/rns/announcement/123d2217-59e3-4e0f-a9bf-48585be43202/
maverick247
25/4/2022
11:44
Hi Wiseacre Rns today. Shard as additional broker. To me this says a cash raise soon. Presently the in-public info on the business model has gaps. How a placing gets taken up and at what price will give a strong steer on how much more insiders know as to how viable this idea is and perhaps the likelihood of guv support. Plant build est at 400m. Lithium sulphate from spod aiui is not that costly whereas battery quality hydroxide is a fair bit more so in opex and initial capex. So there could be a respectable margin to be had. However are there spod miners out there who can be lent on to locally produce sulphate rather than just flogg raw spod to China/USA? Took a position a little while back. Speculation on Atherley this as to whether he has read this right! Noted the trajectory of PM8/PRE prior to it dawning on PIs that it will all need to be paid for. 2-3000% to peak. Also noted how Atherley considers PIs as a necessity to tolerate rather than embrace! IMO ;-) Present sub 20% free float. ATB.
lenses
21/4/2022
11:51
This has been trading now for a couple of months and rise has been meteoric. On the way to becoming best performer 0f 2022.
wiseacre
20/4/2022
02:28
Thanks for adding some colour. I read the prospectus but, as you note, there is not that much info there to determine if the business model is robust. At this stage it seems to be a question of whether you buy into the concept or not and at the current market cap, it feels like an option of sorts. I expect Atherley can pull it off but no guarantees...
energyhobbs
19/4/2022
19:27
Hi Hobbs. No and I don't know of any spod mining cos producing sulphate but there are one or two who propose to. I think the idea from Alkemy is that Europe (plus UK) won't be accepting a high waste feedstock like spod because of ESG and reducing carbon from shipping. For those in the stream who are not at the top - the top being the miners - presently, and looking to be going forward for a long time, a severe squeeze on margins looks highly likely ahead. Raising money to buy a mine might be a better strategy. Regardless I've taken a small stake a bit ago as I expect high level support to push a UK hydroxide plant through. 10m mcap, 400m capex? Can't happen without alot of pre planned backing imo. Looks to be sub 20% free float, Atherley has majority. Check the prospectus. Atb.
lenses
19/4/2022
17:49
Is there any information on where TVL is sourcing their Lithium Sulphate and how long term are the supply agreements? I assume that the business model is based on the "refining margin" but cannot find anything on their public resources to give an indication of what the business model looks like.
energyhobbs
18/4/2022
16:22
https://spongeshare.com/2022/04/18/alkemys-tees-valley-lithium-set-to-lead-the-uks-lithium-charge/
maverick247
02/4/2022
06:55
https://www.business-live.co.uk/enterprise/company-behind-teesside-lithium-hydroxide-23401693
philsmi1
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