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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 Shares Traded Last Trade
  3.00 1.19% 255.00 45,034 12:16:06
Bid Price Offer Price High Price Low Price Open Price
240.00 270.00 265.00 250.00 255.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial -0.80 -19.88 18
Last Trade Time Trade Type Trade Size Trade Price Currency
16:01:01 O 10,000 249.00 GBX

Alkemy Capital Investments (ALK) Latest News (4)

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Alkemy Capital Investments Investors    Alkemy Capital Investments Takeover Rumours

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Date Time Title Posts
07/2/202321:47Alkemy Capital - Europe's biggest Lithium Plant68
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
2023-02-07 17:15:00249.0010,00024,900.00O
2023-02-07 17:15:00247.0010,00024,700.00O
2023-02-07 17:15:00238.9810,00023,897.78O
2023-02-07 17:01:01245.503,8529,456.66O
2023-02-07 16:16:40257.003,8699,943.33O
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Alkemy Capital Investments (ALK) Top Chat Posts

Top Posts
Posted at 07/2/2023 08:20 by Alkemy Capital Investments Daily Update
Alkemy Capital Investments Plc is listed in the General Financial sector of the London Stock Exchange with ticker ALK. The last closing price for Alkemy Capital Investments was 252p.
Alkemy Capital Investments Plc has a 4 week average price of 205p and a 12 week average price of 175p.
The 1 year high share price is 380p while the 1 year low share price is currently 72.50p.
There are currently 7,199,998 shares in issue and the average daily traded volume is 38,423 shares. The market capitalisation of Alkemy Capital Investments Plc is £18,359,994.90.
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.

GLA

Posted at 22/12/2022 18:04 by bountyhunter
I've asked Advfn if they can fix the news section issue, if not I'll include the following LSE:ALK specific link in the header..

Https://www.londonstockexchange.com/stock/ALK/alkemy-capital-investments-plc/analysis

Posted at 22/12/2022 17:45 by bountyhunter
Yes it is, nothing I can do about that as the news section is simply what Advfn provide for "ALK". Even if I put LSE:ALK in the header NEWS link ADVFN still throw in the rest. If you have an LSE:ALK RNS specific link to another source I could reset the link.
Posted at 17/12/2022 14:49 by patch13
MW. You are absolutely correct to be cognisant of the risks. Keliber is definitively worth a look to see the potential value that could come to ALK. Recent equity investment that included shareholder buy out and valued company at 628m euro. The equity investment will also go towards project financing. Debt financing has still to be achieved.........so it goes to show projects can advance whilst debt markets turbulent. Keliber total NPV similar to only Train 1 of ALK (and I think they are using a materially higher price for lithium hydroxide)! BTW they were also valued at 100m euro back in Feb 21 when initial funding in place from equity investor with DFS etc still to do!.......so at early stage valued way more than ALK........and then a 6 fold increase in 16 months........and its just about to start construction with output in 2025!
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 02/12/2022 09:04 by mwj1959
I asked PA after the PRE AGM yesterday where we are with ALK and he said 18 months behind PRE. Not quite sure how that stacks with the 2025 first production target for ALK being the same as for PRE. You can go to the PRE BB to see my comments from the AGM. The key takeaway was that current conditions in the bond market are such that the much anticipated bond financing to fund Saltend is unlikely to happen anytime soon (or at least until conditions in the HY market show a degree of normalisation) and consequently the company will need to raise more capital in Q1 23. What applies to PRE on the financing front also applies to ALK, given that they need to raise $250m to get the first Train up and running. So I would caution those who think this share price is only going one way.
Posted at 25/11/2022 09:09 by mwj1959
Planning approval just granted to build the TVL plant (link here hxxps://www.alkemycapital.co.uk/news) 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 29/10/2022 09:00 by smackeraim
The project funding is mainly to be done within Tees Valley Lithium, non dilutive to ALK (read old RNS). Yeah eventually they'll need a bit capital within ALK, but with the size of PA's holding, and the contractors options needing share price above 5 for a set period, I have a feeling it won't be done anywhere down here or soon.
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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