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ALK Alkemy Capital Investments Plc

0.00 (0.0%)
Last Updated: 08:00:08
Delayed by 15 minutes
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 Shares Traded Last Trade
  0.00 0.0% 127.50 2,623 08:00:08
Bid Price Offer Price High Price Low Price Open Price
125.00 130.00 127.50 127.50 127.50
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Offices-holdng Companies,nec -2.65M -0.3239 -3.94 10.41M
Last Trade Time Trade Type Trade Size Trade Price Currency
09:12:08 O 406 125.05 GBX

Alkemy Capital Investments (ALK) Latest News

Alkemy Capital Investments (ALK) Discussions and Chat

Alkemy Capital Investments Forums and Chat

Date Time Title Posts
22/11/202318:21Alkemy Capital - Europe's biggest Lithium Plant167
18/12/202220:45Alkemy Capital135
28/11/202219:21Alkane Thread With Charts7,442
18/9/201406:28Alkane Energy Bid Target?7
14/8/201416:06BUY in Alkane Energy (ALK).-

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Alkemy Capital Investments (ALK) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2023-11-27 16:05:35128.001,5061,927.68O
2023-11-27 15:12:18125.138001,001.00O
2023-11-27 13:18:35128.45154197.81O

Alkemy Capital Investments (ALK) Top Chat Posts

Top Posts
Posted at 28/11/2023 08:20 by Alkemy Capital Investments Daily Update
Alkemy Capital Investments Plc is listed in the Offices-holdng Companies,nec sector of the London Stock Exchange with ticker ALK. The last closing price for Alkemy Capital Investments was 127.50p.
Alkemy Capital Investments currently has 8,164,851 shares in issue. The market capitalisation of Alkemy Capital Investments is £10,410,185.
Alkemy Capital Investments has a price to earnings ratio (PE ratio) of -3.94.
This morning ALK shares opened at 127.50p
Posted at 22/11/2023 18:21 by wantage
Alk primed for more gov aid, and facilitatingFuture Development in Teeside. Just the sort of company Hunt and Sunak then Labourwill support.Bought another 10k at end of day.
Posted at 23/10/2023 19:11 by euclid5
Our sum of the parts target price for ALK is £15.30/sh.

see page 10 of the Broker note
Posted at 23/10/2023 18:54 by euclid5
We also note the announcement by Zinnwald Lithium (ZNWD LN) with strategic investment Advanced Metallurgical Group (AMG) who are building the lithium refinery in Germany.

This is the most relevant update for ALK as it highlights that AMG intends to vertically integrate to secure feedstock meaning that although this is intended to be the first capacity online in Europe the capacity has already likely been set aside for processing the concentrate from the nearby Zinnwald project.

This further highlights the shortage of available refining capacity for lithium miners and end users and ALK remains the only listed exposure to refining capacity.
Posted at 23/10/2023 18:53 by euclid5
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
Posted at 19/5/2023 02:50 by markliddiard
It interesting to see the two target share prices detailed in their recent presentation:
Posted at 31/1/2023 11:14 by sipptrader88
Shard Capital Partners...the "Money" Men in London's primary financial district, the City of London.......have a current price target of £6.12 to £12.24 per share for ALK

Bodes well for current bargain price and MajorOak's "tongue in cheek" question of possible "infinity".

I guess once we see more transparency and potential for the PI (like I)....the train will already have left the station.

It seems to take very little buying volume to move the share price here....we're not even near the normal daily trading average.....can only guess what will happen when we do get average share trading volume....and that's when we settle around £9 per share....on the way up to the mega prices.

Posted at 16/12/2022 13:23 by mwj1959
£300m mkt cap would be fine if they had financing. In fact it would be cheap! The lack of liquidity has clearly helped the recent ALK share price move and it is also clear that if this project is able to deliver best case first production at the end of 2024 it will be worth multiples of is current £20m mkt cap. But my underlying point is that there is a very long way to go before we reach that and there are significant hurdles to be cleared before we get there. In particular let's hope that it is easier to get funding ($290m for the first train, which includes a 17.5% contingency) than it currently appears to be for PRE. Proof will be in the delivery as always with these sort of companies.
It might also be worth considering whether a bigger player with much deeper pockets takes over the company.
Posted at 25/11/2022 09:09 by mwj1959
Planning approval just granted to build the TVL plant (link here hxxps:// is the driver of the share price rise today...and I suspect there were some who knew the announcement was close given the share price moves that we've seen in recent weeks. Now we just need the finance to build it. I've again top-sliced. Probably too early, but taking some profits is never a bad thing.
Posted at 26/8/2022 11:03 by mwj1959
Shard Capital (house broker) research report summmary from front page. TP >£6 alongside >£8 target from other house broker. Only really a PI stock at current mkt cap and option money for me...with plenty of upside if it all works out...

We initiate full coverage on Alkemy Capital Investments plc (Alkemy). Alkemy’s 100%-owned subsidiary Tees Valley Lithium (TVL) is developing a world-class, low carbon, lithium hydroxide (LHM or LiOH) refining facility at the Wilton International Chemical Park in the Teesside Freeport, UK. Vying to be the first of its kind in the UK, the plant will process a variety of lithium feedstocks to produce a low-carbon footprint, battery-grade lithium hydroxide product suitable to supply the rapidly expanding European battery market for electric vehicles (“EVs”) and renewable energy storage.
► UK hydroxide project. TVL envisages production of 96,000tpa of battery-grade LHM via staged/modular development, comprising 4 processing trains, each with a 24,000tpa capacity. Train 1 will follow a conventional process route, with subsequent Trains 2-4 employing a lower carbon electrochemical route using substantially fewer chemical reagents by utilising green,renewable power. Metallurgical testwork completed by leading lithium laboratories has yielded
ultra-pure LHM exceeding industry standards and other saleable by-products. LHM is the key input for nickel-rich NMC lithium batteries favoured in European EVs. TVL’s process also provides the option to produce a percentage of lithium carbonate alongside LHM, allowing access to the growing LFP (lithium-iron-phosphate) battery market which requires lithium carbonate.
► Superlative location: a Freeport zone within an established chemicals park proximal to the UK’s 5th largest port provides a range of incentives and direct access to the burgeoning European market, not least renewable power meaning that TVL will be a 100% certified green energy operation from day zero. We visited the site in June 2022 and were impressed by the true “plug & play” credentials. With green energy, ready access to reagents and local skilled labour, the area is likely
to attract more ‘active material’ and battery industries to Teesside.
► Europe needs to play catch up. The ban on petrol/diesel vehicles from 2030 is driving a seismic shift for the demand of electric vehicles. By 2030, the European battery gigafactory landscape will have evolved significantly to an expected 1,400 GWh capacity potentially requiring c.675ktpa of lithium hydroxide. Current LiOH production capacity in Europe is zero. Despite any increase in the use of LFP batteries, LiOH remains likely to retain a significant portion of the market in Europe with NMC batteries alleviating the ‘range anxiety’ of European consumers. But there’s a problem, EVs roll off the production line with a 5–7-year carbon deficit to reach parity with internal combustion engine vehicles due to the significant carbon footprint of mining, processing and transportation.
This is particularly acute for LiOH produced from hard rock sources mined in Australia and refined in China. New EU and UK legislation is increasingly putting scrutiny on OEMs and battery makers to reduce CO2 emissions across the entire lithium supply chain. Carbon pricing mechanisms could add a significant cost to lithium imports into Europe.
► TVL’s solution. TVL’s solution is to lower the carbon footprint of imported lithium by processing a range of imported, low-carbon lithium feedstocks and avoid the bulk shipping of unrefined spodumene concentrates around the world. TVL plans to become a major supplier of lithium hydroxide by 2030. TVL can use a variety of feedstocks, such as lithium sulphate (LSM), a precursor lithium product. LSM can also be accepted from battery recycling, an industry that can only increase in scale. TVL can also process crude/technical grade lithium carbonate from brine and
mica projects, the latter could help to unlock and fastrack Europe’s nascent lithium mica mining projects. TVL has an MOU with leading global metals trader, Traxys, to source and supply lithium feedstock for Train 1 of TVL's planned processing facility in Teesside, significantly de-risking the first development phase of the project.
► Feasibility metrics. April 2022 Feasibility, project economics: post-tax NPV8 of £2.2bn, a post-tax IRR of 32.9%, a 26% EBITDA margin and short payback period. A fast-track timeline is anticipated with commercial production from Q4 2024, with no requirement to develop a mining operation. ► Shard Valuation. Our indicative valuation for the current stage of development is £45m versus the current market capitalisation of £7.8m*. On a per share basis, this equates to 614p/sh FD. ALK is
trading at 0.12x to our risked NAV, with a 742% return to NAV compared to the share price (3-8-22 at close) and 0.18x/463% to today’s 109p/sh intraday. This is based on a highly risked scenariobased NAV driven by our NPV8% of £442m for the first stage (Train 1) of the TVL Project. We see annual revenue and EBITDA at £429m and £98m respectively based on our conservative numbers. Compelling upside is available from higher lithium prices in addition to capacity increases.
Alkemy has an unrivalled opportunity to become a first mover and beat other lithium hopefuls to the punch by directly supplying the European market with low carbon-footprint lithium. There are hydroxide projects in gestation by other companies, but the TVL plant has fast-track credentials to be envied with low capital intensity and a superlative site location. TVL could win this race.
Posted at 09/5/2022 14:12 by mwj1959
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.
Alkemy Capital Investments share price data is direct from the London Stock Exchange

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