Cleantech Lithium Share Discussion Threads

[the count of monte_cristo] 03/2/2023 10:48

That's interesting and quite funny because I am listening to Rick right now:)

He is wealthy enough to take quite a large stake here, could even be one of the buyers of late.

He doesn't always get it right....he was hugely positive on Russian gold stocks about 18 months ago, like Poly....he also bought a large chunk of PUR.

hTTps://www.youtube.com/watch?v=HtvEVWAiEXU&t=2757s

[axonic] 03/2/2023 06:36

Good morning all, there's an interesting post on the telegram group regarding an ETF, (Sprott) that holds a small % of CTL.

So I checked out the Sprott website and also found a very interesting video aimed at educating investors about the future need we have for minerals such as Li, Cu, graphite etc. Worth a look.

WWW.sprott.com/litp-sprott-lithium-miners-etf/

[someuwin] 02/2/2023 09:50

No buy quote available

[the count of monte_cristo] 02/2/2023 07:47

Nice.

Just over 100 years ago the electric vehicles looked like they might be the predominant transportation method, but lack of tech and battery storage stopped that from happening.

The oil industry also looked like it would face a competitor for the energy challenge from the newly commercialised electricty systems by Thomas Edison which started to suppllant oil as the enrgy source for homes, previously oil from sperm whales was one of the choices (hard to imagine now but it's in the blink of an eye in human history....

...the oil industry and Rockfellers standard oil were facing difficult times, then a Mr. Ford invented the Model T and introduced the automobile to America and the world. Demand for oil never looked back.

Now we have something similar going on, just that most people haven't quite understood this change which is as important as the industrial revolution. Money is to be made, booms and busts will follow.

[mrmarmalade] 02/2/2023 06:45

Speaking yesterday at the @BloombergNEF Summit, CEO Ryan Melsert noted, "The question is not what the price of lithium will be. The question is if lithium will even be available."
Nice graph of possible Lithium demand on following thread...
https://twitter.com/hashtag/BNEFSummit?src=hashtag_click

[the count of monte_cristo] 02/2/2023 00:09

The main obstacle for EV takeup is the price and a large part of that price comes from the batteries, as these prices come down due to better tech, efficiencies and lower input prices the purchasing demand will increase and the EV's will become ever more competitive against the modern oil powered vehicles. Currently many countries, such as China, heavily subsisdes the purchase of EV's. Personally I'm thinking the lithium companies like CTL will have a large part to play come the middle and latter part of this decade in reducing lithium prices which is going to support ever growing numbers of EV's. The Chinese are making huge leaps in the industry and have sown up many of the resources already.

[someuwin] 01/2/2023 19:29

Edison Lithium report

1 February 2023

Lithium’s adolescence
Still an early-stage growth story...

https://d3s3shtvds09gm.cloudfront.net/uploads/2023/02/Lithium-themes_010223_new4.pdf

[the count of monte_cristo] 01/2/2023 15:19

It's akin to finding a super giant oil field 100 years ago.

[someuwin] 01/2/2023 14:27

Fox-Davis flashnote....

Dark Horse Llamara Project - A Potential Company Maker

Event
CTL have announced that all 119 Llamara licences applied for Q222, covering a total area of 344sqkm (we had previously quoted >600sqkm), have been granted. Furthermore, the company have secured an air-core (AC) drill-rig capable of drilling a 700m hole (aquifer starting depth is 200m) in order to test a subsurface brine aquifer, previously identified by O&G exploration. Drill-testing potentially commencing inside of a month, with results expected in Q323.

Implications

This region has, to date, never received serious attention as to potential of economic lithium mineralisation. We commend management becoming first movers, securing an enormous landbank, nearly double their current collective Francisco and Laguna Verde holdings over what they considered to be the most prospective region. A previous announcement (June, 2022), referenced crustal halite values of 3,100 and 2,630ppm Li and surface clay enriched layers with values between 1,800 and 2,400ppm Li. We are confident that these values are more than just prospective given that the Llamara project is located within a closed/terminal basin, meaning any precipitation is either lost through evaporation or percolation. Given there are no other terrigenous inputs, it follows that the source of these lithium values must have been from within the existing basin. The AC drill-rig is a cheap, efficient method to test an aquifer’s prospectivity with minimal expenditure. The aim being to see if the brine is lithium enriched, and if so, at what level? Moreover, the potential exists within the tenement package for large lithium clay deposits, similar to those currently being delineated in North America. In the announcement management make reference to a private Chilean company with licences immediately west of CTL’s tenement package, with a 43-101 resource of 1.2Mt LCE covering an evaporite deposit with an average grade of 956ppm Li. Lithium Chile recently added 217sqkm hectares on its nearby Salar de Llamara Project, increasing their total package to ~355sqkm; noting that prior government “well” sampling returned values of >350mg/l Li. Having recently completed a surface auger sample programme, and in the midst of finishing a 74km TEM geophysics survey; conductive drill targets are scheduled to be tested early 2H23.

Investment Opinion

Although it is early days, and we do not want to speculate as to the success or to the overall project’s prospectivity, we commend management on their perseverance in not only expanding their current portfolio, but being open to alternate opportunities.

The Llamara project, if successful, could in time, even eclipse its corporate parent, and justify a separate listing.

[someuwin] 01/2/2023 14:27

Yup - all good here TC.

[the count of monte_cristo] 01/2/2023 12:52

hTTps://wp-ctlithium-rebuild-2022.s3.eu-west-2.amazonaws.com/media/2023/01/CTL-FoxDavies-05.01.23.pdf

hTTps://wp-ctlithium-rebuild-2022.s3.eu-west-2.amazonaws.com/media/2023/01/IMC-Scoping-Study-Final-10.01.22.pdf

Worth reiterating that already, without the pending resource increases on the two projects, CTL has more lithium than Mali, DRC, Canada and Mexico combined:) See slide 17.

hTTps://wp-ctlithium-rebuild-2022.s3.eu-west-2.amazonaws.com/media/2022/12/New-CTL-Investor-Deck-Dec-2022.v2.pdf

[the count of monte_cristo] 01/2/2023 12:49

Strong.

They now have three lithium projects on the go and are moving them forwards at pace. Next news is probably the scoping study for Francisco Basin ( or updated resource) which is probably going to look similar to Laguna Verde, i.e. another multi billion, 3 decade long, hugely profitable lithium project with an excellent IRR and short construction time as well as pay back time. Plus, world class in terms of it's green credentials.

Good to have you aboard:) Always appreciate your posts and incites. Outside of investing, hope all is well.

[someuwin] 01/2/2023 12:28

Like the look of this one TC. What's the predicted newsflow for 2023?

[the count of monte_cristo] 01/2/2023 09:12

Given the CEO's connection it wouldn't surprise me if a BHP might also come in at somepoint, in addition to a global automaker. These projects will be just to good to ignore.

[sig1978] 01/2/2023 08:24

The start of something very good.

[the count of monte_cristo] 01/2/2023 07:54

In other news today...this can only be seen as positive for CTL. Going to be interesting here when we see a German automaker maker a massive investment in us:)

Note that the Thacker pass is not as green as our projects, the IRR is also not as competitive. CTL share price going for pennies on the dollar, IMHO. Note Lithium Americas use a a price assumption of US$24,000 per tonne compared to US$22,500 for Laguna Verde:)))

Lithium Americas Corp - Market cap 3.4 BILLION DOLLARS

hTTps://www.investegate.co.uk/trident-royalties.--trr-/rns/portfolio-update--thacker-pass-lithium-royalty/202302010700094954O/

Under the Agreement, GM will make a US$650 million equity investment in LAC, which represents the largest-ever investment by an automaker to produce battery raw materials.

US$5.7 billion net present value ("NPV") at 8% discount and 21.4% internal rate of return ("IRR"), after-tax when using a price assumption of US$24,000 per tonne of lithium carbonate.

hTTps://www.londonstockexchange.com/news-article/CTL/scoping-study-laguna-verde-lithium-project/15783004

Attractive economics with post-tax NPV of US$1.83 billion using a discount rate of 8%, post-tax IRR of 45.1% and a payback period of 1 year and 8 months - based on a long-term lithium carbonate price of US$22,500 per tonne from 2027

[oilbuy] 01/2/2023 07:44

Yesterday's silly sellers

[axonic] 01/2/2023 07:43

Absolutely Count! It's all coming together. GLA

[the count of monte_cristo] 01/2/2023 07:19

Excellent news, it's worth pointing out that if they do find lithium here that it could 'dwarf' what we have at the other two licenses. As explained in the last interview. Additionally, the market is currently ascibing almost zero valuation to this massive license area (maybe a few hundred thousand dollars at most). This is a high impact, very exciting exploration programme. The company are moving rapidly on three projects.

hTTps://www.londonstockexchange.com/news-article/CTL/llamara-licences-granted-and-operational-plans/15818756

[the count of monte_cristo] 29/1/2023 13:08

hTTps://www.mining.com/vancouver-miners-look-to-lithium-rush-in-south-america-nevada/

[the count of monte_cristo] 24/1/2023 15:55

Looking forward to seeing that Francisco Basin Scoping Study:)

[the count of monte_cristo] 24/1/2023 15:48

Looks like another move up.

[sig1978] 24/1/2023 15:35

About to take off!

[the count of monte_cristo] 24/1/2023 15:09

It'll get there, meanwhile one can accumulate stock at these depreciated prices.