Cleantech Lithium Share Discussion Threads

[the count of monte_cristo] 08/2/2023 09:16

It's doing alright, I'll feel that we are valued more realistically when we hit a 100m market cap....that's just based on what we know now.

Further rerating as the mulitbillion dollar, multidecade scoping study on Francisco Basin comes out.

[oilbuy] 08/2/2023 09:16

Looking ace , I can see us breaking £1 in the next few weeks.

[qs99] 08/2/2023 08:56

already moving pretty well TCOMC!!

[the count of monte_cristo] 08/2/2023 08:28

Only 105m shares, with a good chunck held tightly. Any solid buying, say by a large fund or entity like Sprott and we see this move.

[the count of monte_cristo] 08/2/2023 07:08

Of general interest

[scrutable] 07/2/2023 22:38

I am a convinced CTL holder - after four years of holding at different times BHL,EMH,ZNWD,and SLI but became disenchanted ,in turn, by each, as different reasons emerged in time from all of them. I have discarded those producing Lithium from rock as becoming unacceptable in the long run on grounds of complexity, cost and pollution. Brine evaporation also has a fundamental weakness in requiring time and cost of removal of the residual admixed minerals left after evaporation. The direct extraction process is IMO going to win out long term as being the quickest and easiest, therefore most economic route to markets when the shortfall in supply comes to pinch the most.

As a check on what the share market has signaled during the last six months,
I have submitted the moving share prices of the top well known lithium shares
to a novel process. Ranking the share price growth rates over different periods of time, which is relatively simple on Sharescope, I re-ranked their average position over recent weeks, forming an overall rank - as follows.

You my be surprised at the result. The strongest persistent riser, in order, was:
1) Clean Tech Litho followed by:
2) Piedmont
3) Albermarle
4) LAC
5) Trident
6) Kodal
7) SQM
8) Livent
9) Atlantic Lithium.
10)Savannah
11)European Metal Holdings
12)Energiser
13)Zinnwald
!5)Bradda.

Of course there are another several dozen others not included - because IMO they offer no improved investment value above these listed or because, listed only in Toronto or Sydney. An exception is Standard Lithium, which has had a strange history. I have also included Energiser, the battery company which is a closely related share - for no particular reason except comparison.

[axonic] 07/2/2023 19:58

For what it's worth, I think the target price is extremely conservative. It will be very interesting to see how Llamara plays out. I'm here long term. GLA.

[qs99] 07/2/2023 16:04

Interesting, but the NPV of ZNWD if you read the Tamesis note is quite impressive $bn+

Anyway, DYOR and happy to have tucked a few of these away

[the count of monte_cristo] 07/2/2023 15:24

When this hits 100p I'll be looking to buy more, not sell. As this only further cements in my mind where this company and the share price are going.

Once we go over a 100m market cap things will get interesting here, previously some foolishly stupid posters were 'warning' us about how CTL was so small and how it couldn't possibly raise funds to build these DLE's:)) Strangely these posters are nowhere to be seen now.

Quite ludicrous, but some PI's may have actually believed this nonsense. The management have between them raised billions in funding, as the market cap increases so does the likelihood they will do so again, which creates a kind of positive cycle.

My personal sell out target is 500p, within the next 12-18 months. With some dilution along the way as the company raises cash etc. Right now is that period where the maximum amount of share price appreciation potential is available. Probably life changing for some.

Regarding ZNWD, not for me. I want multibillion dollar, multidecade long world class projects of scale. Really, only these brines and a few hard rocks offer that.

[qs99] 07/2/2023 15:04

Thanks for the posts, have bought a few.....also on back of Tamesis broker note also bought ZNWD as European based .....DYOR

[the count of monte_cristo] 07/2/2023 13:18

Let's just say that 550p target was met, and let's say with no further dilution and thus enlargement of the number of shares which is currently 105,333,500.

The market cap would be 580m GBP.

Seems a lot, but it's still around half the price of some of CTL's peers. Considering this, one can understand the type of bluesky potential here.

Lake Resources, similar type profile to CTL, currently capped at 1 billion AUD (600m GBP). CTL are closing the gap quickly in terms of progress.

Extended Q&A with Cleantech Lithium's Gordon Stein as he discusses funding & the path to production

[the count of monte_cristo] 07/2/2023 12:58

My pleasure, got it from reading the link Marmalade sent and then taking a look at other link

Where are they all going to come from? From discovery to mine generally takes a decade.

These lithium DLE's are obviously much faster and will beat many of these polluting 'hard rocks' to production

[rob100] 07/2/2023 12:55

Count..thanks for the link.

[the count of monte_cristo] 07/2/2023 11:52

I await the imminent Francisco Basin study with excitement:)

[the count of monte_cristo] 07/2/2023 11:47

Enjoy the read guys:) Like I keep saying, we are going to get some very exciting strategic investors later this year, a BMW or Mercedes for starters, IMHO.



One of the most promising lithium companies in Chile is CleanTech Lithium. The company, which is listed in London and Frankfurt, owns three lithium projects in the north of the country, with Laguna Verde being the most advanced. Mining could begin here as early as the end of 2025. It is currently working to increase the size of the resource, which already includes 1,5 million tons with 206 mg/t (Li2CO3). According to analysts, it could double the resource with the new drilling campaigns and subsequent studies. In addition, a scoping study is underway that will provide a first look at the project's economics. It is expected to be published before the end of the year. In addition to "Laguna Verde", CleanTech Lithium has a second deposit, Francisco Basin, which is believed to have at least a similar potential. In any case, the analysts' guide agrees that the Company, which currently has a market value of about 47 million pounds, has great potential. Canaccord Genuity has issued a share price target of 290 British pence, but only the Laguna Verde project was included. If both projects are included, the price target rises to 545 pence. Thus, the share has the potential to multiply significantly.

[klosters65] 07/2/2023 11:39

marmalade Jump on the CTL express. Much more exciting than ZPHR and that is without a NR.

[rob100] 07/2/2023 10:38

did anyone watch countryfile on BBC,sunday?
interesting article from tom heap regarding lithium in cornwall.
d.l.e. mentioned,the americas,australia,china.
worth a look.

[mostro] 07/2/2023 08:37

rock and roll time!!!

[mrmarmalade] 07/2/2023 06:14

CTL tweeted the following link...

hxxps://www.at-minerals.com/en/news/lithium-albemarle-expects-permanently-high-prices-3899414.html

BWMM

[mrmarmalade] 06/2/2023 21:12

My PDF reading so far....
Page 4 reads
Lithium extraction from brines is an important direction of lithium production.
According to USGS, global lithium resources are mainly concentrated in salt lake brines, accounting for 68%, and more than 50% of lithuim resources are concentrated in South America, wher the vast majority are concentrated in salt lakes. Although the lithuim content in lithium-containing minerals is higher compared to brines, lithium production from the former requires energy-intensive and high pollution processes such as calcination and acid leaching and is much more expensive and carbon intensive. Higher than prod from Brines.

Page 8
2018 Sunresin put into production its 10ktpa demontration extraction line in Qinghai marking the maturity of the company's technology. Subsequently signed contracts with three major extraction lines, including Zangge lithium (10ktpa) Jintai Phase 1 (3ktpa +4ktpa) and Minmetals Salt Lake (1ktpa + 4ktpa) and participated in multiple pilot projects. At present, its solutions have achieved full coverage of low, medium and high grade lithium brine deposits. Has signed a 15 year not less than 150kt lithium hydroxide processing contract with Guoneng Mining. Sunresin has been well-established as the most mature adsorption + membrane lithium brine extraction process provider in China. Company is not only a resin provider but also an integrated high performance materials and equipment solution provider.

Unfortunately as it is a chinese translate with limited permissions so I can't cut and paste!
BW MM

[klosters65] 06/2/2023 20:31

Count, I have been meaning to tell you.Well done, keeping the idiots/interrupters out of your thread.

[mrmarmalade] 06/2/2023 20:14

klosters65
I have been accumulating a large for me holding in Zephyr (in our family's accounts...we are not that grand just Sipps Isa's) for just over two years at an avg of 3.9p now and they are facing a year or more of news which could lift the valuation. I can't recall if I said but I am viewing CTL with the same (build a position) intention and with Gordon Stein on both boards I am very happy to accumulate. If Zephyr jumps I will top slice a bit and buy CTL. My other holdings are necessary to diversify and also provide some Dividends too.
I hope that makes sense!
I do agree though that the flow of hopefully positive CTL RNS's are due near term.
Oilbuy...should be good...you follow ZPHR too I see
Count...from the drills I take it?
I am just reading through Sun Resin's PDF about their adsorptive seperation process which we will be using...good stuff.

BW MM