Cleantech Lithium Share Discussion Threads

[axonic] 05/9/2022 17:12

I think the Eurythmics summed this company up nicely; sweet dreams are made of this…

[smackeraim] 05/9/2022 17:11

He was all positive just two week ago when you scroll back, now he's trying anything because he's sold or missed getting in. Hey ho. Away we go 24% up. And more to come.

[oilbuy] 05/9/2022 17:04

I thought you were changing your name to broken record Most negative peep on ADVFN

[pwhite73] 05/9/2022 16:57

Again I agree but only the majors have the money to turn exploration into production. You have been around long enough to remember the frenzy over rare earth minerals. Suddenly all mining squatters discovered rare earth minerals in their prospects. Exactly the same is going on now with lithium. The name Cleartech Lithium is a big giveaway to anyone with half a brain. The fact that it was only listed in March 2022 is another big giveaway.

Furthermore I'm surprised the FCA hasn't censured the company for the CEO notifying a select individuals that there will be an upgrade RNS this week. Even the pre-announcement of an RNS requires an RNS.

[the count of monte_cristo] 05/9/2022 16:16

What some people don't get, but they will, years from now. Is that we are at war, all of humanity is now at war against climate change. Without these raw materials that come from the earth, like lithium, there will be no further leaps in humanity. The world needs lithium, copper, nickel, graphite and cobalt to progress.

[axonic] 05/9/2022 15:44

Umm Bens creek ring any bells?

[pwhite73] 05/9/2022 15:33

You will note they are Australian companies. Australia has some of the toughest listing rules and does not permit lifestyle companies on its stock market. If you are a listed Australian miner then they want proof you are a real miner with the finance to back up exploration and production.

[the count of monte_cristo] 05/9/2022 14:45

Look at some of these lithium stocks, Liontown Resources was also a small cap with limited funds and no way to fund a large project, now capped at almost 4 billion AUD and increased 16,000%, life changing for some investors. LKE, up over 3,000% with a share price rerate of some 400% within just 6 weeks. Currently capped at 1.5 billion AUD and was also a tiny cap stock with no way to fund a large project, well looked at it now!

Interesting to look more closely at all three of these companies and their share price performance. On closer inspection one will note that the velocity in which they went on the biggest share price increases was in most cases completed over a short time frame, usually in the matter of a month or two. This is something to remember for the lifetime of ones investment career, when a share price moves, when it has the trend in it's favour, it can move very quickly.

“Patterns repeat, because human nature hasn’t changed for thousands of years.”

“Do not anticipate and move without market confirmation—being a little late in your trade is your insurance that you are right or wrong.”

- Jesse Lauriston Livermore.

[sarcoline] 05/9/2022 14:33

Big news incoming and 50p+ imminent.

[smackeraim] 05/9/2022 12:48

Exactly. Either that or email them. They've said in RNS they have until 2024 to sort it, so stop being a fanny. Speak to the co.

[the count of monte_cristo] 05/9/2022 12:45

Why don't you ask them in the webinar? :))

[pwhite73] 05/9/2022 12:41

CEO in the interview of 02/09/22 has confirmed an RNS this week and although he said he can't reveal details there is a smile on his face. The RNS will be positive but that is not the issue as far as I'm concerned as I've never come across a resource downgrade. Below is what I'm referring to.

RNS 04/04/2022

CEOL Applications - As part of the change of Administration in Chile, the Company was informed in the last week that the process of awarding special lithium operation contracts ("CEOL") has been suspended and as a result CTL will be resubmitting the applications for its two projects. The CEOL licences are not required until the production phase of the projects, with first production anticipated in 2H 2024, and so the Company has considerable latitude in the timing of resubmitting the applications, but nonetheless expects to do so in the coming weeks and will update the market accordingly."

Have they applied for the production licences in the 'coming weeks'? I believe their previous applications were refused. They say it is down to the change of government.

[the count of monte_cristo] 05/9/2022 12:34

Interesting trades...

[the count of monte_cristo] 05/9/2022 12:30

dean,

We are due news on the Laguna Verde, actually it is late. So people are buying in on that resource upgrade. We all know it will increase the size of the resource and that is going to be interesting!

[deanmatlazin] 05/9/2022 12:26

Problem with AIM....news leak before RNS is published!

I am sure a significant amount of confirmed resources will be publish soon. I would not be surprised if lithium under the ground worth billion of dollars. I am looking forward for the update resources!

[the count of monte_cristo] 05/9/2022 12:22

A small number of shares in issue and they are tightly held, any volume and this moves. Any strong buying, and it really moves.

[the count of monte_cristo] 05/9/2022 12:08

Well, I guess people said the same thing about Liontown Resources when it was capped at 20m AUD, now that it is a 3.6 BILLION DOLLAR AUD company those same people are probably quite disappointed. Same thing with a whole host of lithium companies.

As CTL derisk the projects and grow them in size and scale the market cap will grow and as a 200-300m GBP capped company it will have the size to achieve things it couldn't previously. That's the whole point about AIM....it is an incubator for companies, some never grow up and some die. If it was always a dead cert everyone would be a millionaire.

I love AIM and I love the small caps.

[smackeraim] 05/9/2022 12:03

Shame you sold. Hey ho. We move on.

[pwhite73] 05/9/2022 11:59

The Count - I don't disagree with a single word you have said about the lithium market. The live issue here is tiny CTL a real player. I would hazard a guess that the company is just too small to do anything but raise funding for rudimentary drills and that's it. CTL is not alone. The AIM is littered with these mining squats. Governments don't have an issue with them for they are proving up resources nobody knew existed however they do not have the funds to put any of their resources into production and no company that had £100s of millions at their disposal like Sunresin would entertain CTL at the production stage. What can they possibly contribute? raise £2 million on the AIM? The infrastructure required for Lagona Verde alone would be larger than CTL market cap.

[the count of monte_cristo] 05/9/2022 11:59

Lifestyle AIM explorers are companies like RRR, KEFI, GSCU...some have been around for decades and still haven't ever achieved any real success. GSCU, capped at 6m GBP and the CEO is on 150k a year, allocating just 50% of his time to the business.

[smackeraim] 05/9/2022 11:56

The Ceo literally said in podcast other day that both resources are right next to power sub stations and highways lol. Infrastructure is there.

[smackeraim] 05/9/2022 11:54

PWhite. The Ceo is why this will work when others failed. He has long standing relationships in Chile, even at Government level. Has overseen Solar projects in desert that obtained hundreds of millions in funding/partners etc. He pulled in ex senior SQM guys onto his advisory team, plus theyve already stated in presentations they'll preferably look to divest 25% of company to a strategic partner before revisiting equity markets. I think you may be mistaking this with some other no hope companies

[the count of monte_cristo] 05/9/2022 11:49

PWhite73 - why don't you raise these questions this week in the webinar?

It does seem like you have a strategy to deramp this one, but really this is not the stock to pick to deramp based on "lifestyle" type companies, look at the board. It is a heavyweight board and not one for a small cap company, they know where they want to take CTL and are moving forward at pace. Go and look at Liontown Resources, went from a small cap stock to a 3.6 billion AUD lithium company.

You should also look at what the Chinese and now the Europeans are doing to fund miners to get lithium. BMW, Audi, Mercedes, etc can't get enough of it. Doing deals with the backing of the German government with Canada now to try and get lithium. China has monopolized the lithium supply chain these last few decades.