Cleantech Lithium Share Discussion Threads

[the count of monte_cristo] 18/8/2022 05:07

Okay, many thanks Pro. Did you attend or watch yesterdays CTL presentation? Any thoughts?

[pro_s2009] 18/8/2022 04:03

I put this post on the PANR thread for you TCMC ref to PRD.



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[the count of monte_cristo] 18/8/2022 04:01

Yesterdays presentation added to the header.

[the count of monte_cristo] 17/8/2022 18:05

Winning through doing nothing, but waiting.

[axonic] 17/8/2022 18:00

It’s time for the savvy investors to sit on their hands. 🧐

[smackeraim] 17/8/2022 17:34

From EU regulation proposal pdf "supply chain due diligence obligations for economic operators that place rechargeable industrial batteries and EV batteries on the market. For this requirement on responsible raw material sourcing (as well as for those related to the carbon footprint and the recycled content levels), the Commission proposal envisages mandatory third-party verification through notified bodies;"

[oilbuy] 17/8/2022 17:09

EU - lithium will need to have a zero carbon footprint. It could command a premium

[smackeraim] 17/8/2022 16:45

https://www.youtube.com/embed/p7NlLCQx3gQ

[the count of monte_cristo] 17/8/2022 15:40

The upgrade to the resources estimate for the Laguna Verde project is due very soon, probably next week.

Then, the maiden resource estimate for Francisco Basin to follow later in August - that was actually supposed to be next year but the company is moving forward at pace on both projects.

The details for the 3rd new project "The Llamara Project" will be added to the company website soon, they are working on a new updated website.

They are focusing on the EU because the EU have virtually no lithium and need to source significant amounts of it.

Anyway, watch the video when it gets released, hopefully that will be tomorrow.

[the count of monte_cristo] 17/8/2022 15:06

Good presentation. One small point from it which I have noticed from what some PI's have said or might be 'thinking' and was actually a question at the end....it seems like many PI's see the direct lithium extraction (DLE) as some kind of "risk" or "unproven" process, PI's I may add that know little about lithium extraction and even less about DLE. The DLE process is in use now, it works, it is cheap and effective and will become the dominant form of lithium extraction for the brines. But, don't take my word for it...read the research reports on the CTL company website, visit the billion dollar lithium company websites of the other lithium companies using DLE and then come to your own conclusion.

[the count of monte_cristo] 17/8/2022 12:25

I'm sure it will be and then uploaded to YouTube

[flashheart] 17/8/2022 12:16

They normally are.

[axonic] 17/8/2022 12:14

👍 I won’t be able to make it, but hopefully it will be recorded.

[flashheart] 17/8/2022 12:11

Much appreciated Count. Thank you.

[the count of monte_cristo] 17/8/2022 12:09

Here you go mate...Investors can sign up to Investor Meet Company for free and meet "CleanTech Lithium" via the following link:

[flashheart] 17/8/2022 11:43

Anyone have a link for the 2pm presentation please?

[the count of monte_cristo] 17/8/2022 11:41

Thank you. Just putting the facts out there for anyone who is interested to do their own dd and research. Once they do I think they will come to similar conclusions. The share price languished after the IPO and didn't really garner much interest, a bit of a slow burner. But that all seems to be changing now as the story is slowly getting out about this company.

[flashheart] 17/8/2022 11:36

Indeed. Adding as and when it is possible.

[axonic] 17/8/2022 11:34

Great work Count, you’re building a very good investment case for current and new holders. 👍

[the count of monte_cristo] 17/8/2022 11:18

I think some PI's have just seen the word 'lithium' and been drawn into these exploration stocks in Africa. With CTL one has a pure play green energy lithium stock, Chile is the best place on the planet for solar insolation and the CEO is very experienced in that field. The board look to me, like a board of a much larger company than CTL are currently, they do not look like the board of a 30m market cap company. With the combination of DLE and solar/geothermal energy CTL are going to be exactly what the Europeans are seeking for their lithium supplies.

[everready1] 17/8/2022 11:10

meant to send that privately!

[everready1] 17/8/2022 11:10

Managed to get it off twitter but thanks for link anywayMuch appreciated.

[the count of monte_cristo] 17/8/2022 11:01

Right, another stock a similar to CTL is Aussie listed 'Galan Lithium', their main project is in Argentina and like CTL, they are targeting first production in 2024 with a pilot plant in construction now.

CTL are further behind than where both LKE and GLN are at, but they are rapidly moving forwards and this gap is going to be closed quite quickly as CTL move forward at pace. As the gap is closed and the projects de-risked, the share price has only one way to go. Additionally, the PI's don't seem to understand the competitive cost and time advantage of the DLE mining process, compared to the evaporation brine process and the hard-rock lithium mining (high carbon footprint).

Galan has a market cap of 400m AUD (230m GBP) - Note, if CTL had the same market cap it would have a share price of 2.87p

[smackeraim] 17/8/2022 10:44

Things go up and down, but picture not changed and this has just started imo, go look at LKE Lake Resources on ASX and note the m/c. They're maybe 12 to 18 months ahead. Good comparison https://lakeresources.com.au/