Cleantech Lithium Share Discussion Threads

[the count of monte_cristo] 16/8/2022 08:12

Even if this goes up another 25% today the market cap will still only be around 33.75m.

The UK investors may look around at other lithium focused stocks, and not to knock it, BHL. Then they may compare them. But they need to look at LKE as an example if they are to really compare CTL to another company. The research documents on the company website help to explain this.

LKE are almost a 2 billion AUD company.

Lake Resources Market cap -

[the count of monte_cristo] 16/8/2022 08:03

Can't buy any online

[quietlife] 16/8/2022 06:14

Closed NT to buy for the last 25 mins into close. Think we go again today. The squeeze has started. GLA

[the count of monte_cristo] 16/8/2022 05:28

...which is still tiny.

[oilbuy] 16/8/2022 05:09

Canaccord coming onboard will do a lot for the share price.In saying that Daniel Davies has done a great job as broker and continues to do so. He's very proactive with investors and to be fair is quite passionate about CTLIt has a cult following !

[oilbuy] 16/8/2022 05:07

Carbon Zero foot print could add a premium to our sales.Two weeks ago you could buy at pre - ipo price.There's a nice group of people in CTL Telegram.

[the count of monte_cristo] 16/8/2022 04:06

Not enough:)) Not sure - perhaps another poster can answer that one.

[1ultimate] 16/8/2022 04:02

The Count of Monte_Cristo - Hi, how many shares have you bought in this company? Is it stamp duty free? Thanks

[the count of monte_cristo] 16/8/2022 03:41

Wish I had come across it earlier and researched the lithium stocks earlier. Seems like a good group of investors on the ADVFN boards for CTL, quiet, for now.

Just read through the research reports again, see link in header. The price targets are going to be revised upwards later this year, they are already very bullish.

The European car maunfacturers are now searching the globe to source lithium which has a low carbon footprint. The Aussie hardrocks don't. CTL has a huge competive advantage, which will be leavearged to attain deals with European entities which will no doubt significantly enhance the share price And this story is not going to take years to play out, could have our first deal deal before Christmas.

Europe is playing catch up, the very fundamental nature and landscape of the giant European car companies is threatened by the now dominant position held by the state backed Chinese. If the Europeans don't act aggressively they are never going to catch up.

I'll write this in bold so it maybe sticks and people spread the word. CHINA KNEW THEY COULD NEVER COMPETE AGAINST THE INTERNAL COMBUSTION ENGINE CAR MAKERS, SO THEY JUMPED DECADES AHEAD AND NOW DOMINATE THE EV INDUSTRY.

[oilbuy] 16/8/2022 03:23

Agreed CountWhen you see long termers like yourself promoting a stock , it's time to take stock.I'm in here since the start.

[the count of monte_cristo] 16/8/2022 03:09

We have the board experience for a billion dollar company.

[the count of monte_cristo] 16/8/2022 03:07

Oilbuy, we might hear some numbers and details during tomorrows presentation.

Looking at its peers, I don't think its too far fetched to think CTL could increase exponentially from here as each step is de-risked. The direct extraction process, combined with the best solar power location on the planet seems a winner to me, but investors don't understand the competive advantage it gives the company yet.

I could see CTL being capped at 500m GBP or more not that far from now. Look, companies like LKE which are comparable to CTL are capped at 2 billion Aussie dollars. CTL just need to close the value gap, which they will do with the upgrades to both projects, the completion of the scoping studies, building the pilot plant and bringing in partners like say, Audi, BMW or Mercedss. This stock has yet to get going, IMHO.

[oilbuy] 16/8/2022 02:22

Two projects 4M tonnes of lithium. One exploration licence which could potentially have the largest lithium salar in Chilie.Anybody got any idea how long it would take and how many plants we would need to build to extract ?As someone said 70p is 50m cap which is a starting point compared to comparative peers !

[papillon] 15/8/2022 22:17

free stock charts from uk.advfn.com

[quietlife] 15/8/2022 21:15

Daniel Fox Davies I think you are referencing, very good egg

[the count of monte_cristo] 15/8/2022 16:14

After a strong rise it's usual for stocks to pull back, but my gut tells me from experience I don't think that it will happen here as the demand starts to come in to buy as investors begin to understand the value disconnect here, but the limited amount of stock means the share price has only one way to go. Next target, 40p.

With big news due on both projects and the webinar this week, plus I understand that the guys at Fox Davis (especially the small bald guy promoting the stock in London) CTL should see a rerate to something better valuaing the company on it's current assets. The share price closing on the high for the day would be a bullish sign.

[the count of monte_cristo] 15/8/2022 15:47

I've added a volume chart to the header, nice volume today. Some big trades after lunchtime:)

[the count of monte_cristo] 15/8/2022 14:45

Right, decent initial rise today....but still only capped at 24.5m. August news due

- Resource estimate at Laguna Verde
- Maiden resource estimate at Francisco Basin

The Francisco Basin Project is a potentially larger and higher-grade project. Looking forward to hearing more about it on the Wednesday webinar.

[smackeraim] 15/8/2022 13:53

The projects actually aren't small. In the case of Laguna Verde they've only been drilling the perimeter of it for this JORC. They think it's far deeper in the middle as was an area of a retreating glacier. Far more to expand, but the plan is - prove enough and move to production fast. "CleanTech Lithium has two projects situated in the southern tip of the triangle. Their combined area amounts to around 180 square kilometres, or "twice the size of Central Paris", as chief executive Aldo Boitano poetically puts it.It's a big landholding and at the Laguna Verde licences there's already a 1.2mln tonne JORC resource."3 resources. Huge area

[the count of monte_cristo] 15/8/2022 13:40

Thanks. If we compare the market caps of CTL vs Lake Resources, one can understand the potential here.

CTL - 24m GBP
LKE - 1100 GBP (1.9b AUD)

[the count of monte_cristo] 15/8/2022 13:37

Exactly. People saying the projects are small....good that they don't understand that they are going to get much bigger and we also have a new discovery and a basin play.

Just 79,033,242 shares in issue. The percentage of shares not held in public hands is 33.91%. This one has the potential to move in the hundreds of & between now and Christmas, significant news flow due between now and then.

Any deal with a major European car company or entity could see this one run. The Europeans have a laughably tiny amount of lithium and have stupidly been asleep for the last decade while China has leaped ahead of them to command a now difficult position to supplant as they have tied up the whole value chain, from mine to battery production in the vast factories in China which now use state of the art German robotics - the Chinese bought the robotics companies from the Germans:)))

[quietlife] 15/8/2022 13:35

the count - good timing I think

[bobaxe1] 15/8/2022 13:31

It's not often that you can get in a massive lithium project like this a long way to go for Clean tech!//

[smackeraim] 15/8/2022 13:28

Yep, not much priced in for either resource here. Infact probably none at all for Francisco Basin. Plus they now have a target for the future with Llamara, which would put them in a basin equivalent size to Atacama (SQM/Abermale)..

[the count of monte_cristo] 15/8/2022 13:23

smackeraim, thanks. Bought in today after spending the weekend researching it, my buys were probably part of the reason for todays rise. This one seems to have a long, long way to go and a very bright future ahead.

The Chinese are buying everything they can get their hands on, limited projects like this globally. Europe have virtually no lithium to make the energy transition. This company, with the management team, has the potential to be a 500 to 1,000m company, in my opinion.