Cleantech Lithium Share Discussion Threads

[the count of monte_cristo] 30/9/2022 06:20

Right, so do the math on Lagune Verde producing 20,000 t/a and then add another 20,000 t/a onto that for Francisco Basin:) Updated the timeline above.

[axonic] 30/9/2022 05:13

So at current prices that's about £64500/tonne. That would be a fantastic start especially if they get nearer to 2 tonnes/month.

[the count of monte_cristo] 30/9/2022 01:58

The management have been busy this week promoting and discussing the company, two interviews below, the fist one uses a presentation. I have taken the information out of the 'news flow' slide and added it into the below timeline (my estimates). So between now and end of Dec, next 3 months, there is game changing news flow due which could have a very significant impact on the company's value and shareprice.

Steve Kesler has compared CTL against the other DLE companies to explain how the news flow catalsyts will close the gap in the valuation disparity. It's worth noting that Steve was the CEO of the giant Collahusi copper mine, one of the most important copper mines on the planet, the 3rd largest after Escondida and Grasberg.






Why electric cars will take over sooner than you think

[bobaxe1] 29/9/2022 20:55

Found this https://twitter.com/ukinvestormag/status/1575475611996405763?s=46&t=tN9vnBmbZykpKlqFQ6pl9Q

[klosters65] 29/9/2022 12:30

Mandy will not take up your offer. What will be interesting is to see if the continuing bashing of the Company's prospects continues as the share price rises. ( Maybe time to cover any short position and go long).

[oilbuy] 29/9/2022 12:21

You can meet me anytime anywhere to discuss portfolios and CTL !

[the count of monte_cristo] 29/9/2022 11:52

Personally, I think that was a case of 'sell on news' after a 100% increase within a matter of weeks it was due to happen, like what usually happens on the way down the profit taking gets overdone and the share becomes oversold. That, and of course the wider markets are not looking great....but that has nothing to do with the fundamentals of the company, which continue to improve.

Going back to ACP, with CTL and ACP as part of my portfolio I have two future facing resource stocks involved in materials with exceedingly good supply/demand scenarios. The EV industry is only going to ramp up further. I was at a convention in China last week where they had multiple new car brands of EVs and EV scooters, never seen the scooters before but I would imagine in a year or so they will be increasingly common here in China.

Where are all the metals going to come from for this energy transition? The copper story is also a very strong one.

[klosters65] 29/9/2022 11:40

I have also picked up a few more. The last News Release with good news, increasing the value of the Company, resulted in a flood of selling. I hope because it happened so recently, and because the share price is lower, it does not happen again!

[the count of monte_cristo] 29/9/2022 11:17

Picked up a few more, we all know news is due next week and I think the market will find it positive, be strange not to because currently Francisco basin has been ascribed virtually no value by the market.

If you like the lithium story, the graphite story is equally compelling and perhaps 12 months behind what has happened with lithium. The demand for graphite is as good, if not better, than lithium. Therefore, one may wish to research the graphite stocks listed on the LSE.

Worth spending a few hours researching ACP, it could easily double from here and still be cheap at a market cap of just 25m.



Robust DFS $430m NPV10, low Capex $39.7m with an IRR of 91%

[axonic] 29/9/2022 06:18

So the ichimoku indicated a minor decline a few days ago, but now very bullish. I don't think this a company to try ro trade somehow.


free stock charts from uk.advfn.com

[quietlife] 28/9/2022 19:12

I see the sad keyboard warrior is still here with nothing else better today.

[the_mandalorian] 28/9/2022 18:33

Mr. Oilbuy,
I do agree 100%, we can all see your "level of knowledge" through your portfolio; it's invisible, blank, and vacuous to everyone save yourself!

I digress.
My upcoming report will also have a section regarding the recent and upcoming Jorc updates respectively.

Personally, I always check the JORC reports Competent person (CP) and run through a series of tests for my own personal reassurance.
Here are a few questions that I always check on all Jorc reports that I am covering.

1. Has the (CP) on the relevant JORC report previously undertaken any other JORC resource update reports for any further companies - or is this the(CP)first one?
To be fair and balanced, everyone has to start somewhere, so that alone is of little significance.

2. Does the CP work for a renowned provider of JORC reports or is this an individual registered as a company from his residential house?
I again stress, on a stand-alone basis that this is not particularly of worth, just one part of the whole picture.

3. Are there any previous connections at all with anyone from the company or its agent or partners with regard to the (cp) who is executing the report?

It is the larger picture I wish to lay out with all the information added to enable individuals to decide the investment merits.

I will answer to the best of my knowledge those questions and more

We will also explore if the(CP)is on the official list of (CP) at the commission Califcadora De Competencias en Recursos Y Reservas Minera Chile(C.C.D.C.E.R.Y.R.M.C)- or does one solely need to be a member of (C.C.D.C.E.R.Y.R.M.C) with 5 years of stated experience to sign off JORC report in Chile? Or in lay terms not on the official list of "competent persons"


Yes, lots to talk about.
.....to be continued.

[axonic] 28/9/2022 16:07

SOS100, thanks for posting about that proactive interview with Aldo. That was one of the the best he’s done and Aldo always comes across well. So much to look forward to.

[the count of monte_cristo] 28/9/2022 15:04

The muppets are surprisingly quiet today, lolz.

[oilbuy] 28/9/2022 14:56

Because he's a shorting C..t

[klosters65] 28/9/2022 14:46

oilbuy He admits /claims to having no shares in the company. That is what is so extraordinary and why does he give it so much time!?

[oilbuy] 28/9/2022 14:39

Don't assume to know my level of knowledge.My level of knowledge can be seen in my portfolio.Which I'm sure towers over your's if you even have one !

[the count of monte_cristo] 28/9/2022 14:04

Good stuff, Aldo confirmed news due next week on the maiden resource for Francisco basin. Second project with a resource, currently ascribed virtually zero value.