Cleantech Lithium Share Discussion Threads

[the count of monte_cristo] 14/10/2022 14:58

Thank you. I'm also waiting on a few stocks to move, to then raise some more funds to keep buying this one. At 100p it has a market cap of just 80m GBP, that's tiny compared to some of our peers. Additionally, I think some of these hardrock lithium miners who are magnitudes more polluting than the DLE's are going to start to come under pressure as the end users start to focus more and more on 'green' lithium. What's the point of having lithium for the energy transition if the miners are part of the carbon problem. The future will be with the cleaner method, the cleaner the lithium the higher the price it can command and the more sought after it will be. The geothermal and solar capability of CTL was one of the first things which made it stand out from the pack when I first came across it. That is going to become a key component of the story as we go on.

It seems that even the likes of SQM have been slow off the block with DLE but are now investing significantly to catch up.

Very excited also about our third project, it has pretty much zero value right now, should that project also have commercial quantities of lithium it adds a further scale to the companies growth profile.

Damn, the company should be paying me for all of the stuff I am writing on here:)) I need to monetise this free research:))

[gardenboy] 14/10/2022 14:54

Yes Count, I also appreciate your deeper study of the whole disruptive energy transition , the history and the future

[axonic] 14/10/2022 14:52

When this gets to 62p, I reckon it will rocket 🚀

[flashheart] 14/10/2022 14:48

It has indeed and yes, thank you. I was hoping to scalp a bit from a couple of other stocks with 'imminent' news before this really gets going and add a few more. Here's hoping. You can do all the research and make some good decisions but as to the timing then that's a bit trickier/lucky.

[sexyrexy1] 14/10/2022 14:47

I appreciate it very much thanks. I have invested here & Mila a few moths ago & enjoyed your expertise very much.

[axonic] 14/10/2022 14:46

Well I certainly appreciate your hard work Count. This is a very informative group. 👍

[the count of monte_cristo] 14/10/2022 14:42

I hope people appreciate the research I have shared on here, this one has much, much further to go. The story is only just getting started.

[kumala] 14/10/2022 14:31

Looking better as the afternoon goes on... :)

[klosters65] 14/10/2022 12:37

Count, Excellent timing. ( with so few shares being sold this morning).

[the count of monte_cristo] 14/10/2022 12:34

Added 35,000 shares, difficult to buy in any volume here. Can't get a quote now.

[the count of monte_cristo] 14/10/2022 11:27

BRES have a small cap for a reason, nobody has been interested in the graphite story these last few years, that is beginning to change. Hence the value proposition for these bombed out graphite stocks like ACP, BRES and GROC. On pretty much all metrics ACP would seem the better choice, not everything that is cheap is good:) BRES have wasted money on that nickel project and the CEO hasn't exactly covered himself in glory with his back tracking on funding and dilution to existing shareholders.

I see ACP as somewhat akin to AURA a few years back, nobody was interested in the uranium story and similar posters were asking why they couldn't get people interested and why things weren't happening. Then the uranium story started to turn, the price went up and surprisingly people started to get interested...like Australias richest mining family:) I don't buy expensive companies that everyone loves, you can do that, I'll stick with buying shares in unloved companies with great potential like CTL.

Thanks, you should also compare the following...

Grade (As grade is king in mining) - ACP's is better.
Capex - ACP's is just 38m USD....compared to US$62M for BRES
Stage - ACP are at the 'Permitted' stage and more advanced than BRES, they have just started the DFS
Size of resources - I wouldn't get too carried away with what BRES are saying, ACP also have large upscale potential

Actually, if you want to compare then you should compare ACP to Blackrock:)

[euclid5] 14/10/2022 10:50

Also Acp is capped at £10m with plenty of cash from Conv loan note warrant conversation

Surprised no funding partners announced since over 2 years release of their DFS

[euclid5] 14/10/2022 10:47

Thanks for your update

Took a quick look at Acp

DFS value $430m
Over 588m shs is approx 65p NPV assuming no further shs dilution from comb loan notes?

Since June 2020 DFS results they still haven’t found funding partners?

Haven’t seen the full details about the Conv Loan Notes. Creates lots of share dilution

Bres has around 78m warrants so about 255m shs in total

[the count of monte_cristo] 14/10/2022 10:17

Yes, I was holiding but sold to acquire more here. I bought a few ACP yesterday, their graphite project is higher grade, more advanced and with a much smalker capex than BRES. They are also in Tanazania which has a better mining code and has graphite mines in production and signicant activity recently, see my posts on ACP for further information. ACP are now at all time lows, they have cash into next year.

[euclid5] 14/10/2022 10:09

Hello The Count of M Cristo,

Out of interest have you looked at Blencowe Resources (BRES)

Graphite mine worth $482m / 50p per share - market cap of just £6m

Not promoting Bres, but see strong comparison to CTL

Thanks

Mr Euclid

[gardenboy] 14/10/2022 08:50

hTTps://audioboom.com/posts/8174544-aldo-boitano-ceo-of-cleantech-lithium-direct-lithium-extraction-process-work-commences

[axonic] 14/10/2022 06:28

Nice one Count. I'm happy about a sensible debate and sharing thoughts and insights but those with a clear negative or sometimes positive ramping agenda are of zero use. We all need to be aware of what's going on with the stock we own and not wear rose tinted glasses. The genuine ones are here as investors. Thanks.

[gardenboy] 13/10/2022 19:43

I've "ignored" a few posters here on this thread, yes just the obvious ones ! Can they tell they've been ignored ? I don't know how it works on advfn. Perhaps once they realise their comments are only seen by themselves they'll give up ? I'm perfectly ok with queries, uncertainties or doubt about any stock but some posters seem so keen on dragging everything down mostly by bringing up and repeating unfactual comments.

[axonic] 13/10/2022 19:25

Christ! I’ve got more filters on here than Costa coffee 😂

[the count of monte_cristo] 13/10/2022 16:31

They aren't:)

[klosters65] 13/10/2022 16:28

Count, Do not let them get under your skin. I strongly suspect they work in tandem. The share price has too much momentum upwards for their nefarious mischief making to have any effect. They will vanish as quickly as they arrive.