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Carbonate :)
Time to run. Next would be the hydroxide plant update :)
Is this ever gonna run?
Dallas, TX. I actually just arrived yesterday 10AM lol. Indonesia and Texas now have the same time (12 hrs difference). 8PM here, 8AM over there lol.
I believe so. We are off by 3 hours normally it was 4 hours
Are you referring to novonix?
https://cnevpost.com/2023/03/29/byd-expects-its-q1-nev-sales-to-grow-over-80-yoy/
BYD expects its Q1 NEV sales to grow over 80% YoY, aims to be largest automaker in China by year-end
BYD's sales in January and February were much higher than a year ago, and in a few days, March figures will be released, and first-quarter sales are still expected to grow by more than 80 percent from a year ago, Wang said.
Wierd that GTsM always has 340k shares sitting on the ask.
Liontown bid forces $174m short squeeze as shares soar
A horror run for lithium prices is close to a bottom as Chinese battery makers move to restock supplies in the second quarter and the fundamental narrative of growing demand for electric vehicles supports prices, says Citi resources analyst Kate McCutcheon.
On Tuesday, the battery metals sector surged after Perth-based explorer Liontown Resources rejected a $2.50 a share takeover bid from US commodities giant Albemarle on the basis that it undervalued Liontown's Kathleen Valley Project and coincided with lithium price softness.
"We don't think that [lithium] prices go back to the peaks, but we do expect prices to pick up from spot in the back end of this year, and moderate to $US40,000 a tonne for carbonate for next year," said Ms McCutcheon.
"But this is still a compelling incentive price and is disconnected from the cost curve. It's unlike any other commodity, except for iron ore."
Liontown shares surged 54.1 per cent to $2.35 on Tuesday, with larger producers Pilbara Minerals and Mineral Resources jumping 10.2 per cent and 5.9 per cent respectively. Among junior explorers and producers, Core Lithium rocketed 16.7 per cent, Sayona Mining surged 13.5 per cent and Canada-based Patriot Battery Metals added 10 per cent.
Banks are thief imo. I remember when I needed loan and credits, they cancel my cards. When I dont need them, they kept sending me offers to open a new account, raise credit limit etc
A horror run for lithium prices is close to a bottom as Chinese battery makers move to restock supplies in the second quarter and the fundamental narrative of growing demand for electric vehicles supports prices, says Citi resources analyst Kate McCutcheon.
https://www.afr.com/markets/equity-markets/citi-says-lithium-prices-to-rebound-liontown-bid-forces-short-squeeze-20230327-p5cvqg
Albermale attempted to buy out LionTown Resources. Apparently they lowball it and get rejected. This may just be a good sign that Lithium play is not over. If giant like Albermale is making acquisition, perhaps they are seeing something
In other notes, Goldman Sachs have been buying LTR stocks pre announcement. Thia greedy bastard seems to know in advance and also lower the prices of lithium stocks to get in…
Looks like its running in Aussie. Fingers crossed
Thanks to this approach of HKMA, @circle and @Kucoin invest $10M into @CNHC_TO, a CNY stablecoin issuer
— alphanonce Intern (@alphanonceStaff) March 20, 2023
CNHC issues its stablecoin on @ethereum and @Conflux_Network. Currently, the total supply of $CNHC is 15M and $CNYT, issued by @Tether_to, is 20M pic.twitter.com/laSivQXbsg
The run to $14 was partially driven by facebook group. Then we run out of shareholders to buy in or buy more and thats where we are at
The company should have done more to bring awareness. Ridiculous that shareholders did their job in PR
https://source.benchmarkminerals.com/article/synthetic-graphite-prices-close-gap-with-natural-as-tolling-fees-fall
Prices for high energy synthetic graphite anodes have fallen by 8% this year, making them more competitive against natural graphite products, and helping to further lower battery cell costs for automakers. Continued investment into production capacity, falling feedstock costs, and a 59% fall in graphitisation tolling fees since last summer has all hit prices for […]
How do you check that on ASX website? I did not see insider selling info on asx
Interesting some ppl keep selling into the bids
OTC Markets still shows yield sign. What kind of run would we be seeing if yield sign is removed?
https://www.otcmarkets.com/stock/CNHC/overview
There is a reason it is called MOU. They have not put out the money yet. Have the details come out yet? It is typically based on drilling result, PFS etc. so where are ATLX on drilling results let alone PFS?
Someone sold into the bid actually
So is this still a merger play? Somehow it feels like this is a confirmed a company for the restaurant/ gas station?
Mind sharing the link? Checked OTCMarket, last filing is Feb
I personally (just my opinion) highly doubt they have anything. They do have big lands to explore etc…thats about it…They are just here to capitalize on Lithium Craze.
Even if they do have something significant, the market would be flooded w Lithium by the time they are ready. Meanwhile there will be dilution etc…
Thank you for the explanation. My 401K account shows $2.55. My TD I think shows $2.95
Both my personal account and 401K are heavy on GMGI. Was excited that we were about to do golden cross before the price was collapsed.
I think some of us are not ready to wait 3-4 yrs and us longs should have been rewarded for staying as long as we have…
All these bezingas interviews are a nightmare. Repeating the same talking points.
For Godsake, we need better reputable firms covering. What about for once having forbes to cover GMGI?
Namaste had a huge run years ago because of this kind of coverage. Literally from $.20 to $3.xx
https://www.forbes.com/sites/greatspeculations/2018/09/17/what-differentiates-canadian-online-cannabis-retailer-namaste-technologies-from-other-pot-stocks/amp/
https://www.forbes.com/sites/greatspeculations/2018/09/14/can-namaste-technologies-become-the-amazon-of-cannabis/amp/
What did we close at?
This will drop below 10 and 5 and under a dollar soon. Just a matter of time imo
Everything is red across the board. Sayona, Talon, Syrah, Mason, IBAT, Core
The last two seem to have been extreme. I am tempted to sell too but its a bit too late. Just hoping that NAL and Moblan come up w good and significant news. PFS should be out in April I believe. More than one offtake agreeements should also come due (I hope)…..
Thank you JC and yes I was little bambi (the old
Alias). I asked Ihub to change it lol
I will take a look of what you sent
Thank you again
From Canacord Upgrade
Moblan - Resource update expected in JunQ'23: We continue to see Moblan (SYA 60%, Invissement Quebec 40%) as a quality opportunity for SYA. Current Resources (non-JORC) stand at 16Mt at 1.4%, with key features including high grades and favourable geology (low strip, strike/depth potential). SYA has completed over 30,000m of drilling, with further drilling planned for 2023. While SYA has not released much in the way of drilling results recently, the scale of the drilling commitment suggests to us significant Resource upside potential. A PFS for the project is expected in May/Jun'23, with our current modelled production scenario (15??, 168kta from 2026) potentially too conservative subject to any Resource upgrades.
From your article:
The United States has only one high-grade nickel mine, the Eagle Mine in Michigan’s Upper Peninsula – and the mineral deposit is expected to be exhausted in 2025 after nine years of operation.
Could be a ticking time bomb!!!
You still in this? Saw you on GMGI boards for quite sometime
Mind telling me which post of yours got called for by SNPW twitter account? Lol
Drugmanrx for the winning explanation of a true process , we had to give you special props for this. $snpw
— Sun Pacific Holding Corp (@SunPacificPower) March 8, 2023
Tesla seems to have confidence in Syrah. They did cancel their plan to buy from CXO. So I’d like to think they think quite highly on them.
Bought starter lots on Mason due to chart. Its not confirmed for Golden Cross yet but I just took a stab lol
Nothing on my end. Only the starting production around Sep 2023
https://company-announcements.afr.com/asx/syr/703a8609-8240-11ed-963b-6ebd3ec116c5.pdf