Cleantech Lithium Share Discussion Threads

[the count of monte_cristo] 12/11/2022 06:22

An interesting article, although no mention of DLE's which goes to show how little some of these articles and reporters know about the actual lithium situation and tech. DLE is a game changer, yet to be properly understood by larg areas of the financial sector and average layman investor.

[the count of monte_cristo] 11/11/2022 15:12

I'd like to get another 100k

[flashheart] 11/11/2022 11:16

I would like another 15k if I can but need something else to move first for funds. Can see me rapidly running out of time here before the next leg up lol. Best not to be too greedy though.

[the count of monte_cristo] 11/11/2022 11:06

CTL consolidating around these levels, see that as a good sign as the news flow due starts to build.

[affc21] 11/11/2022 08:10

Goldman SachsCommodities Research9 November 2022 | 12:03PM GMTGreen MetalsBattery Metals Watch: Lithium's delayed declineStimulus-led restocking means high lithium prices to remain near term. In 02 this year, we called for peaking battery metals prices as mounting supply responses were set to catch up to the accelerating demand. Since then, the cobalt price has Nicholas Snowdon fallen 35% and nickel is down 40%, but onshore lithium prices have risen (24%) to record new levels. For lithium, whilst the supply response we had estimated has continued to gather pace, as evidenced by surging Chinese lithium carbonate output. LFP battery expansion related restocking demand and higher-than-expected EV sales. Gelman Sachs national in China due to the exceptional stimulus have kept the market tighter than expected. Now, adjusting our global lithium demand assumptions for this stronger restocking environment-which has boosted global lithium consumption by 20% this year- the lithium market is expected to be in an 84kt deficit in 2022 (vs 8kt surplus previously) and a small surplus in 2023 (vs 76kt surplus previously), in our view. However, this merely represents a delay in the swing into surplus and lower prices that we previously forecast for next year. The Chinese EV market is moving towards a demand constrained state over the next 1-2 years when end-user EV demand will likely lag production, as a stimulus based surge in orders YTD has brought forward much of the demand we expected in 2023-24. Furthermore, we continue to expect strong supply growth in raw materials (brine, spodumene, lepidolite) from Chile. Australia and China over 2023-2025, With downstream overcapacity and slowing EV sales likely to become increasingly apparent over the course of next year, we expect downward pressure on the lithium price to build on surplus cues particularly from H2-23 onward. In this context, we are upgrading our China lithium carbonate spot (excl. VAT) price path through 23H1 to reflect near-term tightness and lagging spodumene contract price pass-through before a decline over the second half of next year to put the 2023 average at $53,304/t LCE (vs. $16,372/t LCE previously), though our forecast of a sharp reprice lower in 2024 remains unchanged (GSe $11,000/1)Lithium supply response is gaining momentum. Just as demand has remainedstrong, lithium's supply response has also gathered momentum. Chinese chemical production has risen +43% y/y YTD, driven by an increase in raw material supply from both onshore and ex China assets. Major expansions in China are driven by lepidolite and brine projects on our analysts' estimates and the aggregate run-rate of the majority of projects has reached +89% v/y for 22H2E, up from +56% v/y in 2201 Furthermore, exports of Chilean brine have risen by 44kt YTD (6% of global supply),Sorry but I haven't a link to report, copied from Telegram group.

[klosters65] 09/11/2022 15:42

It's very simple really ~ you either trust a board with many years experience who themselves have invested heavily into this alongside Regal a billion dollar fund who now own 16% of this company OR a poster who is intentionally trying to frighten people into selling , thus lowering the share price for their own gain. From where can you borrow the shares to sell short?

[klosters65] 09/11/2022 12:09

Both pleased and surprised at the opportunity to buy at a price marginally below the fund raising price.

[klosters65] 09/11/2022 11:39

Jurgen, Thank you. Most of us do not know that and there are a small handful of sane people on the board , whose agenda is not to disrupt.

[jurgensredarmy] 08/11/2022 20:48

The bulk of the fundraise was taken up by institutional investors. Regal our biggest shareholder went from 8.5% to 16% and pushed for the fundraise to expedite the business forward at a faster rate of knots they took most of the placing. The fundraise was put to the board on the Monday and closed out the same day.

Retail PI’s were offered shares on the primary bid the same day there was only 500,000 shares available on the primary, I took some as did a few other people I know. Personally not bothered if you believe me not.

[the count of monte_cristo] 08/11/2022 14:15

Spill the beans, jurgen

[klosters65] 08/11/2022 14:08

From where / who told you that only 500,000 shares were sold to individuals.

[jurgensredarmy] 08/11/2022 13:57

500,000 was sold to pi’s from the recent fundraise the rest were taken by institutional investors including Regal who are our biggest shareholder with 16 % and they won’t be selling anything. 500,000 some might be sold on the market but that’s it.

[pre] 08/11/2022 13:11

Recent placement shares hitting the market I wonder?