Atlantic Lithium Share Discussion Threads

[plasybryn] 16/2/2024 12:38

SP Angel todayAtlantic Lithium* (ALL LN) 18.73p, Mkt Cap £122m – Piedmont Lithium corporate update highlights progress at Ewoyaa lithium project in Ghana(Ewoyaa Ownership: 40.5% Atlantic, 40.5% Piedmont, 6% MIIF Sovereign Wealth fund, 13% government of Ghana)Piedmont Lithium corporate update says Ewoyaa advancing through approvals process with Final Investment Decision anticipated in 2025Piedmont and Atlantic are currently co-funding modest project development costs in advance of FID Pursuing financing options non-dilutive to Piedmont.Piedmont's ramp up of lithium production in North America continues with record quarterly production in Q4'23The business is expects to make operating cost improvements on completion of key capital projectsPiedmont see their offtake agreement with Atlantic lithium as giving strong leverage to anticipated recovery in lithium prices*SP Angel acts as Nomad to Atlantic Lithium. Two mining analysts from share price Angel recently visited the Ewoyaa mine site in Ghana and drove onto Takoradi to check the quality of the road to port. Our analysts also visited the Ministry of Minerals Commission and MIIF, the Ghana Minerals Income Investment Fund.

[lenses] 10/2/2024 21:12

H and R with Wilsons chap



ALL featuring from 35m

[albert35911] 09/2/2024 16:52

Ain’t life tough for some

[loganair] 09/2/2024 09:10

The usual, the Little Man private retail investor buying high then selling out low due to Fear.

[gardenboy] 09/2/2024 08:24

Long term holders finally getting out

[albert35911] 08/2/2024 15:50

Still doing nothing I see.

[lisat3] 07/2/2024 07:19

hxxps://www.businesswire.com/news/home/20240206121354/en/Piedmont-Lithium-Provides-Corporate-Update




All good.....(((^_^;)(((^^;)

[grafter] 06/2/2024 12:30

But the long-term outlook for lithium usage remains pretty solid. EV sales are still tipped to rise strongly in the next 10-20 years as decarbonisation initiatives intensify.

And Atlantic Lithium - whose Ewoyaa project is one of the largest lithium deposits on the planet - could be well placed to capitalise on this.

[l0ngterm] 01/2/2024 10:34

And I would wager that nobody buys on me posting.

[albert35911] 01/2/2024 10:29

What’s it got to do with you,i here that’s it got over it.why you here entice mugs to buy?

[l0ngterm] 01/2/2024 10:18

So why you here then?

[albert35911] 01/2/2024 10:16

If this company was so good the big boys would be all over it,they are not that will do for me.

[l0ngterm] 01/2/2024 10:14

And buy buy buy it seems. Good update points addressed and being pragmatic, on schedule, critical paths known etc.

[l0ngterm] 01/2/2024 10:06

Goldman are talking down and buying, you gotta love the brass neck. However positively the company just confirmed half a dozen companies have been down selected, and are willing to pay 70-100 million as part of the off take agreement.

[loganair] 01/2/2024 09:54

Goldman Sachs recently estimated a surplus of 200,000 tonnes of lithium carbonate equivalent (LCE), or 17% of global demand. For reference, global demand for lithium carbonate (LCE) is forecast to reach 1,391,000 tonnes of LCE in 2025 while supply is forecast at 1,733,000 tonnes, representing a 342,000t surplus in 2025.

It’s a dramatic reversal from the ebullience of recent years that sent prices soaring and sparked a rush by some of the auto industry’s biggest players to secure future supply. Now, several carmakers are getting cold feet and abandoning deal discussions, according to mining investment bankers and industry executives.

The low prices are making it harder for mine builders to raise money from more traditional sources as well, at a time when the industry is also grappling with rampant inflation driving up the cost to build new projects.

[albert35911] 01/2/2024 08:31

Sub 20p to buy,it’s all gone pear shaped.

[goodgrief] 31/1/2024 13:05

Reading Howard Klein's Twitter comment, Gangfeng had to do a big write down on their investment in Bacanora as Mexican government effectively nationalised the asset.

[plasybryn] 31/1/2024 12:45

SP Angel this morning - might be of interest.Chinese lithium giants issue profit warnings as market considers to struggle with destockingGanfeng and Tianqi Lithium both issued profit warnings last night, seeing stock prices down 7% and 8% respectively.Ganfeng said it expects net profits to fall 70-80% yoy in 2023 to US$590m.Tianqi expects profits to fall between 63-73%.Ganfeng notes the 'cyclical nature of the lithium industry and the growth rate of end user demand slowing down,' as the primary reason for the weak performance.The pair are dominant in the production of lithium carbonate and hydroxide used to make cathodes and electrolytes in EV batteries.However, EV sales are expected to grow at 20% in China in 2024, down from 30% last year but still strong.Lithium demand is expected to rise 27% in 2024, climbing to 1.23mt LCE. (Daiwa)Analysts expect a minor surplus in 2024, with supply expected to climb to 1.26mt.

[albert35911] 31/1/2024 11:41

Did I,we will see.

[l0ngterm] 31/1/2024 10:02

You had your chance the last time :-)

[l0ngterm] 31/1/2024 10:00

Pose as a question on the q and a for the investor meeting.

[albert35911] 31/1/2024 09:28

When can I get these at 15p