Cleantech Lithium Share Discussion Threads

[oilbuy] 29/9/2023 08:28

The thing with Llamara is an exploration licence. Its not factored into the valuation.3 billion is for FB & LV.Salar De Atacama licences are megga. They were granted them by the government and its a JV deal The play for CTL is production licences & now they are one step closer.The big 2 are SQM & Albemarle in Atacama and are the biggest players on the planet

[the_jitters] 29/9/2023 08:23

Thanks for the comment about AIM oilbuy, made me chuckle last night (no offence taken by the way). I do like to vent now and again but I do believe in this company and don’t believe the story has fundamentally changed, it is frustrating to see the price weaken so often.

Todays news is interesting. I’m certainly not writing off LLAMARA just yet either, the drilling results whilst not amazing so point to lithium being there but perhaps a little deeper. The Atacama basin could be a beauty too.

Onwards and upwards! :)

[pogue] 29/9/2023 07:54

Yes count and bad as well. Delayed results are bad news I should have sold out as I was not feeling lucky.

[oilbuy] 29/9/2023 07:45

Salar de Atacama is next door to SQM

[oilbuy] 29/9/2023 07:43

Ticking down a post is childish. Pritty obvious who it is !

[axonic] 29/9/2023 07:33

Fantastic! Two RNS's this week and this second one is pretty awesome.

[oilbuy] 29/9/2023 07:24

Salar de Atacama is designated as a strategic salar by the Chilean government - any commercial development will require a joint venture with a state entity holding a majority (51%) stake, which the Company views as suitable for such a strategically important basinThis is the money shot Llamara is secondary but wow.Theses guys are killing it

[oilbuy] 29/9/2023 07:23

The wage bill for CTL , now tells a megga tale.Only 2 companies in Chile with productions licences and only one company with a JVYou got to believe in your investment.My investment here is large !

[the count of monte_cristo] 29/9/2023 07:17

The Pogue, you have your update on Llamara

[the count of monte_cristo] 29/9/2023 05:45

Anybody know how much Steve Kessler and the management are paying themselves? Salary breakdowns lads...

[oilbuy] 28/9/2023 16:04

51p paid , seller nearly done

[oilbuy] 28/9/2023 15:56

I dont think AIM is for you lolYour getting all stressed , volatility in the stock market is caused by irrational behaviour / fear. Thoses sellers usually buy back in at a higher price.What you need to look at is the reason why you are here , stick with that and keep your head down.

[the_jitters] 28/9/2023 14:07

Well I didn’t plan on this. People now talking of raising cash for the drilling etc. one wonders at what price they will raise money in the ASX listing?

[the count of monte_cristo] 28/9/2023 09:01

Good posts.

[oilbuy] 28/9/2023 07:31

Steve Kesler was responsible for the Escondida mine in Chile which is the largest copper mine.I think it's worth researching this mine just to get an idea of its size.That brings huge weight to the management party.The CTL board is incredibly experienced.Gordon Stein was on the board of African Minerals - one of the largest iron ore mines on the planet.I believe theses guys will get things done. The market cap at this level represents very strong value.

[the_jitters] 27/9/2023 09:53

I think what’s happening is short term money is moving to other short term prospects and CTL is going on their back burners. AIM seems to have become a very short term trading place lately.

As you say the overall story remains the same and I agree a production licence will without doubt make a big difference to the company valuation. It’s my opinion that the production licence will be granted swiftly and could surprise the market with the speed at which it’s issued. My reasoning is the government are still trying to gain investment into the country and will want to reassure potential investors after the mixed messages from the government earlier in the year.

Oh, I noticed cannacord reiterated their 295p target yesterday but have changed it from being a speculative buy to a straight buy. I’m guessing they feel it’s derisked enough to warrant dropping the speculative wording.

[oilbuy] 27/9/2023 08:53

CTL is not a short term investment. It will be volatile untill we get a concrete result from the government. The sellers are the impatient ones We need a production licence granted and when we do the stock should hit 150 M capAll in my opinion

[the_jitters] 27/9/2023 08:23

Deja Vu all over again.

[the count of monte_cristo] 26/9/2023 14:56

Two excellent projects....with a third wildcard.

With further drilling I think they can expand the resource and move the project to a 20 year plus mine.

[the count of monte_cristo] 26/9/2023 14:52

Two excellent projects....with a third wildcard

[giainvest] 26/9/2023 14:40

Good. We now are where we were yesterday with the added bonus of having flushed those only interested in a quick trade.

[the_jitters] 26/9/2023 08:41

It sure did lol. This remains a very frustrating share to hold. The story however remains the same.

[brettmo] 26/9/2023 08:40

Anyone understand why it falls rather than rises on positive news?

[the count of monte_cristo] 26/9/2023 08:31

Yes, it did trigger a 5p move

[the_jitters] 26/9/2023 08:17

Market doesn’t seem to like it.