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Share Name Share Symbol Market Type Share ISIN Share Description
Cleantech Lithium Plc LSE:CTL London Ordinary Share JE00BPCP3Z37 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  9.30 15.71% 68.50 68.00 69.00 69.50 60.80 61.00 1,208,344 15:33:37
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Alternative Energy 0.0 -1.2 0.0 - 72

Cleantech Lithium Share Discussion Threads

Showing 1751 to 1774 of 1775 messages
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DateSubjectAuthorDiscuss
06/2/2023
21:12
My PDF reading so far....
Page 4 reads
Lithium extraction from brines is an important direction of lithium production.
According to USGS, global lithium resources are mainly concentrated in salt lake brines, accounting for 68%, and more than 50% of lithuim resources are concentrated in South America, wher the vast majority are concentrated in salt lakes. Although the lithuim content in lithium-containing minerals is higher compared to brines, lithium production from the former requires energy-intensive and high pollution processes such as calcination and acid leaching and is much more expensive and carbon intensive. Higher than prod from Brines.

Page 8
2018 Sunresin put into production its 10ktpa demontration extraction line in Qinghai marking the maturity of the company's technology. Subsequently signed contracts with three major extraction lines, including Zangge lithium (10ktpa) Jintai Phase 1 (3ktpa +4ktpa) and Minmetals Salt Lake (1ktpa + 4ktpa) and participated in multiple pilot projects. At present, its solutions have achieved full coverage of low, medium and high grade lithium brine deposits. Has signed a 15 year not less than 150kt lithium hydroxide processing contract with Guoneng Mining. Sunresin has been well-established as the most mature adsorption + membrane lithium brine extraction process provider in China. Company is not only a resin provider but also an integrated high performance materials and equipment solution provider.

Unfortunately as it is a chinese translate with limited permissions so I can't cut and paste!
BW MM

mrmarmalade
06/2/2023
20:31
Count, I have been meaning to tell you.Well done, keeping the idiots/interrupters out of your thread.
klosters65
06/2/2023
20:14
klosters65
I have been accumulating a large for me holding in Zephyr (in our family's accounts...we are not that grand just Sipps Isa's) for just over two years at an avg of 3.9p now and they are facing a year or more of news which could lift the valuation. I can't recall if I said but I am viewing CTL with the same (build a position) intention and with Gordon Stein on both boards I am very happy to accumulate. If Zephyr jumps I will top slice a bit and buy CTL. My other holdings are necessary to diversify and also provide some Dividends too.
I hope that makes sense!
I do agree though that the flow of hopefully positive CTL RNS's are due near term.
Oilbuy...should be good...you follow ZPHR too I see
Count...from the drills I take it?
I am just reading through Sun Resin's PDF about their adsorptive seperation process which we will be using...good stuff.

BW MM

mrmarmalade
06/2/2023
14:53
...and resource upgrades
the count of monte_cristo
06/2/2023
14:12
Scoping study on Francisco basin due
oilbuy
06/2/2023
13:30
marmalade, Are your near term catalysts nearer than the next News Release for CTL, which is looking ready to continue it's upward path. CTL are very good at keeping shareholder's regularly informed.
klosters65
04/2/2023
17:23
Klosters65...thanks.
I am hoping the news that we get interests me more than the day traders near term as my available funds are awaiting similar near term catalysts. Difficult though as the prospective timing of studies/poc/funding/production is so close compared to other producers.
BW MM

mrmarmalade
04/2/2023
10:38
marmalade, You are a breath of fresh air on this board. Your posts should encourage other sensible people to participate.Others sadly, have been put off contributing because of disruptors. I am convinced we are going to do very well with CTL . I am a big fan of the management.
klosters65
04/2/2023
07:01
Count and axonic... thanks for the links.

Brief Lithium chat starts around 14 mins in.
Says...
1. He owns 3 large producers.
2. The world is not short of Lithium.
3. Demand is so high that the world is short refining and processing capacity.
4. If Lithium price goes lower would rather own co's that can increase their cach flow by de-bottlenecking existing operations.

After looking at these presentations my initial reaction was Sprott has two London listed holdings...CTL and ALL. It is doing what an ETF should and holds 45 co's of varying sizes with a larger weighting to larger co's and several jurisdictions. All good and very early days so will be interesting to watch this play out and especially as the weightings change in the next few years.

Rick is one of many I follow for balance and his nuggets of wisdom are gems.
Unlike an ETF my holdings don't need to follow weightings and so I can make considered judgements and invest accordingly (with the volatility I am happy to endure). I have chosen based on the "prospective" cash flow/environmental aspect and refining capability...hence CTL tick those boxes. I have initiated a position that I am comfortable with and will review this as my conviction grows (or not). This is clearly not a large cap existing operation but a fledgeling company with huge potential and I am comforted with our management skill level and the great strides they are making.
Just my opinion of course.
BW MM.

mrmarmalade
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

the count of monte_cristo
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/

axonic
02/2/2023
09:50
No buy quote available
someuwin
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.

the count of monte_cristo
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

mrmarmalade
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.
the count of monte_cristo
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

someuwin
01/2/2023
15:19
It's akin to finding a super giant oil field 100 years ago.
the count of monte_cristo
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.
someuwin
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.

the count of monte_cristo
01/2/2023
12:28
Like the look of this one TC. What's the predicted newsflow for 2023?
someuwin
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.
the count of monte_cristo
01/2/2023
08:24
The start of something very good.
sig1978
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