European Metals Share Discussion Threads

[wrtmf] 02/12/2016 08:05

'The leaders of four major global cities say they will stop the use of all diesel-powered cars and trucks by the middle of the next decade. The mayors of Paris, Mexico City, Madrid and Athens say they are implementing the ban to improve air quality. They say they will give incentives for alternative vehicle use and promote walking and cycling.'

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start of trend

[sambuca] 02/12/2016 07:24

Aus down 3.5% on 21000 shares traded.

Sam

[potential] 01/12/2016 07:37

Retrace day bak to 37p+GL

[wrtmf] 30/11/2016 22:27

yep, hope so, a sharp pull down before news....

...update within week?

[frankie83] 30/11/2016 21:51

Hopefully tonight it will be a different story

[wrtmf] 30/11/2016 21:40

the fall was initiated by relatively low volume on asx lastnight, 75k shares.

[wrtmf] 30/11/2016 06:02

treeshake coming!? get ready to batten down the hatches.

[rafboy] 29/11/2016 13:50

Good to see some interest this afternoon.

[sambuca] 29/11/2016 07:24

Up 4% in Aus last night on very low volume.

Sam

[wrtmf] 28/11/2016 19:49

lovely! today was all about avoiding red.
don't know if anybody else sees it, but she's coiling up...

[ahbroad] 28/11/2016 18:29

Half a pip above expectations

[wrtmf] 28/11/2016 07:54

i'll be happy with a +0.25p today!

[wrtmf] 27/11/2016 21:06

we are due a blue day in oz

[wrtmf] 27/11/2016 21:04

another one for 2020 - toyota

greencarreports,
'The signals are now unmistakable: Toyota will offer a battery-electric car for sale in 2020. After a decade of condemning electric cars as suitable only for the smallest vehicles in around-town use, the world's largest car company is changing its tune. Yet another news story out of Japan has company executives suggesting that it has finally decided lithium-ion batteries are suitable for real cars.'

[wrtmf] 27/11/2016 14:54

thanks banshee - 2019/2020 target for rolling off the production line, again!

[wrtmf] 27/11/2016 12:40

the hard numbers from the Edison chart

ev $/t

nemaska lithium 149.07
critical elements 65.32
rare earth minerals 45.88
lithium x 43.06
ultra lithium 42.06
lithium americas 40.06
pure energy 26.13
paynes find gold 15.01
bacanora minerals 14.51
emh 3.90 [0.75 ???]

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420% li indicated resource increase reported

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discounting: 'enterprise value' change due to rem taking more shares at market price [numerator] and the SIGNIFICANT increase in tin resource which is VERY valuable [denominator], i'm thinking

new 'ev/resource in ground' is

3.90/ [1+4.2] = 3.90/5.2 = 0.75

thus we are approx. 20x cheaper than the 2 nearest peers [bacanora/paynes].

[wrtmf] 27/11/2016 12:34

until emh say they've cracked the code for lithium hydroxide let's keep thoughts of tesla/solar city at arms length, besides german automotives represent a bigger market...

...but keep an eye on those exciting updates in the very near future.

[wrtmf] 25/11/2016 15:57

did i just see....

numerous buys cause a tick up
1 sell cause a tick down

lol

[someuwin] 25/11/2016 14:12

Next rise soon imo.

[wrtmf] 25/11/2016 12:50

again and again, the 'rolling off the production line' timeframe is 2019/2020, give or take very little. working backwards, battery design and lithium supply issues have to be resolved! enough time for testing has to be incorporated to avoid battery related disasters [samsung note 7]. next 6 months crucial for sorting out lithium supplies for european automotive manufacturers.

[banshee] 25/11/2016 12:39

These new solid state lithium batteries should eliminate the fire risk as well.