Cleantech Lithium Share Discussion Threads

[qs99] 16/11/2023 12:36

Last post: am thinking this should really be tracing back to its previous position of c.60p, prior to this dip in Lithium price & maybe a few sellers...DYOR

[qs99] 16/11/2023 12:32

Also think with possible peak interest rates being talked about, whether $ may weaken helping commodity prices? DYOR

[qs99] 16/11/2023 12:25

CTL looks oversold IMO, have tucked a few more away, any M&A interest a bonus IMO DYOR

[888icb] 16/11/2023 12:22

166% is nowhere near enough for CTL at its current sp!

[jdh1602] 16/11/2023 12:19

I'm hoping for a HOTC-style buyout :-)

[bobaxe1] 16/11/2023 10:38

https://x.com/ctlithium/status/1725088513865994667?s=46&t=KHNNXk1Nw1j5lyzHBSnKag

[the_jitters] 16/11/2023 08:46

We had one oilbuy. Final parts of the meccano set have arrived and the makers are turning up with their spanners end of this month.

[oilbuy] 16/11/2023 03:25

I'm sure there are many offering money at this level.Pilot plant update must be close

[the count of monte_cristo] 16/11/2023 01:59

I'd be surprised if CTL aren't already talking with some oil companies

[the_jitters] 16/11/2023 00:43

Ah, thanks for clearing that up. Very valid though I think.

[888icb] 16/11/2023 00:03

The Jitters
The last 2 paragraphs that you highlighted were my comments on the IC article I posted on lse. I believe my comments are valid commentary on the article but just wanted to make it clear they are not part of the article.

[the_jitters] 15/11/2023 23:54

I’m not sure I can see Exxon buying CTL but funding them would make a lot of sense. They could pay money to speed up the pilot plant process and to increase its size to prove up the concept with their return being one of their technical experts being there through the process to learn. It would be cheaper than starting a whole new set up for themselves and the cost is peanuts to a company the size of Exxon.

[the_jitters] 15/11/2023 21:42

An interesting article in the investors chronicle today which focuses on the majors like Exxon moving into DLE but CTL gets plenty of mentions. The last couple of paragraphs are the most interesting……..


It seems that CTL is ahead of the curve with its DLE pilot plans virtually ready to go. CTL could quickly become the front runner in this new technology, so right place at the right time with Exxon validated its something well worth investing.

It could be very beneficial to Exxon to fund or buy out CTL, which could provide us with an early windfall. Chile is one of the world’s main lithium producing countries so the likes of Exxon and Chevron may be keen to have operations there.

Interesting times.

[the count of monte_cristo] 15/11/2023 15:09

Doubt they will need to bother if Exxon, Shell, Audi or Ford come in and invest next year.

[1lordjohn] 15/11/2023 14:37

I speak to the management regularly I have suggested that articles surrounding DLE such as the Exxon article in the FT yesterday that CTL need to start to be referenced regarding use of the technology. The feedback I have received is that this is being worked on.

Personally I see this the value in CTL as being significant and once in production the stock will have a strong dividend/income stream.

[oilbuy] 15/11/2023 13:46

Lithium will bounce

[jelignite] 15/11/2023 12:38

It the latest presentation of LVAm I right in thinking that with a operating cost of 3875 US dollars per tonne and 22k per tonne US dollars, this only affects the pay back time.So longer if a lower price, and at some point this price point must effect the hard rock producers.Thanks in advance and Gla

[1lordjohn] 15/11/2023 11:56

Hopefully the share price will move back towards £1 which is where it should be in the next few months (this is my view based on assets and progress made year to date). For anyone who has bothered to look at the CTL financial projections the lithium price used by CTL was $22K per ton well within current range. Obviously good news with Eremat buying licences in the Salar de Atacama where CTL have 140 licences.

Any sign of that Strawberry character today.....

[the count of monte_cristo] 15/11/2023 11:42

Oilbuy, and what is the price now?

[horneblower] 15/11/2023 11:41

I thought they said they could break even at $25. That's not quite the same.

[oilbuy] 15/11/2023 11:03

CTL - Have always had a price factored in at $22 for their lithium,

[horneblower] 15/11/2023 11:00

Yes, but it's hugely dependent on the price of lithium.
Those forecasters have proved to be massively behind the curve. Don't expect them to be any better at it in the future.
The lithium price will bounce at some point. But when, and at what level?

[888icb] 15/11/2023 10:52

Currently Up 19.2% at 28.5p on volume of 835000. Just to put this in context 1 month ago CTL was 44p and 2 months ago 58p. Further The 2 analysts offering 12 month price targets for Cleantech Lithium PLC have a median target of 272.50, with a high estimate of 295.00 and a low estimate of 250.00. The median estimate represents a 1,040.17% increase from the last price of 23.90.

[jdh1602] 15/11/2023 10:35

I'm blowing the horn for 35p by the weekend...