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Lithium

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Omlaag ↓

nine_inch_nerd 16 november 2022 09:52

quote:
StartendeBelegger schreef op 16 november 2022 00:06:
Volgens Goldman Sachs, gaan de lithiumprijzen in 2023 drastisch omlaag en zal er in 2025 een overvloed van lithium zijn.

Daarom alle lithiumminers omlaag. Wat denkt men hiervan?

Gaan we weer. Hetzelfde bericht als een tijdje geleden.
Het bekende trucje om een daling te creëren en dan lekker zelf inkopen.
Lithium vraag zal hoog blijven en tevens zullen de geo-politieke verhoudingen gaan meespelen (men wilt China niet meer als monopolist, zie gas-afhankelijk met Rusland bv). Dus andere landen (Australie, VS, Canada en Europa) zullen moeten investeren in delven Li.
Daarnaast blijf ik zeggen dat door het tekort van grondstoffen voor batterijen de goude greep als investering "recyclen" wordt.
We kunnen niet alles uit de bodem blijven halen...
Investeren in goede recycle (start ups) bedrijven is de toekomst.

StartendeBelegger 16 november 2022 09:53

quote:
Sprinterke schreef op 16 november 2022 09:42:
[...]

Het aanbod zal zeker toenemen. Wat de vraag naar lithium zal zijn is een beetje koffiedik kijken. Ik vermoed dat dit voor een groot deel afhankelijk zal zijn van de stand van zaken in Oekraïne, de lockdowns in China en of er al dan niet een grote recessie aanwezig zal zijn...

Ben ik het mee eens. Ik blijf lekker zitten in CYP en LAC.

StartendeBelegger 16 november 2022 10:44

quote:
nine_inch_nerd schreef op 16 november 2022 09:52:
[...]

Gaan we weer. Hetzelfde bericht als een tijdje geleden.
Het bekende trucje om een daling te creëren en dan lekker zelf inkopen.
Lithium vraag zal hoog blijven en tevens zullen de geo-politieke verhoudingen gaan meespelen (men wilt China niet meer als monopolist, zie gas-afhankelijk met Rusland bv). Dus andere landen (Australie, VS, Canada en Europa) zullen moeten investeren in delven Li.
Daarnaast blijf ik zeggen dat door het tekort van grondstoffen voor batterijen de goude greep als investering "recyclen" wordt.
We kunnen niet alles uit de bodem blijven halen...
Investeren in goede recycle (start ups) bedrijven is de toekomst.

Ben net even aan het lezen geslagen, maar inderdaad Goldman heeft dit eerder gedaan. Ook Ecograf nog in bezit, ook al loopt het verlies aardig op.

nine_inch_nerd 16 november 2022 11:09

quote:
StartendeBelegger schreef op 16 november 2022 10:44:
[...]

....Ook Ecograf nog in bezit, ook al loopt het verlies aardig op.

Ecograf al lang in bezit.
GAK verlaagd door diverse 'buy the dips'. Nu 'doosje maar weer dicht' en wachten.

MisterBlues 19 november 2022 18:13

17 November 2022

Sayona Mining Limited has lodged the following announcement with the ASX:
"Northern Lithium Hub Expands in Major Acquisition"

Highlights

• Sayona Mining Group acquiring 1,824 claims spanning 985 sq km near Moblan Lithium Project from Troilus Gold Corp. (TSX:TLG), in major boost for northern Québec lithium hub

• Consideration of C$40M payable in SYA stock; additional C$10M investment for 9.26% equity stake in Troilus

• Claims adjacent to Moblan project, securing key area for potential extension to known mineralisation

• Acquisition follows recent expansion of Abitibi hub via Vallée Lithium Project, as Sayona continues to expand North America’s leading lithium resource base amid surging demand.•

Emerging lithium producer Sayona Mining Limited (ASX:SYA; OTCQB:SYAXF) is expanding its northern lithium hub in Québec, following an agreement with Troilus Gold Corp. (TSX:TLG) concerning a significant exploration package located near the Moblan Lithium Project (SYA 60%; SOQUEM 40%).

nine_inch_nerd 19 november 2022 18:25

quote:
MisterBlues schreef op 19 november 2022 18:13:
17 November 2022

Sayona Mining Limited has lodged the following announcement with the ASX:
"Northern Lithium Hub Expands in Major Acquisition"

Highlights

• Sayona Mining Group acquiring 1,824 claims spanning 985 sq km near Moblan Lithium Project from Troilus Gold Corp. (TSX:TLG), in major boost for northern Québec lithium hub

• Consideration of C$40M payable in SYA stock; additional C$10M investment for 9.26% equity stake in Troilus

• Claims adjacent to Moblan project, securing key area for potential extension to known mineralisation

• Acquisition follows recent expansion of Abitibi hub via Vallée Lithium Project, as Sayona continues to expand North America’s leading lithium resource base amid surging demand.•

Emerging lithium producer Sayona Mining Limited (ASX:SYA; OTCQB:SYAXF) is expanding its northern lithium hub in Québec, following an agreement with Troilus Gold Corp. (TSX:TLG) concerning a significant exploration package located near the Moblan Lithium Project (SYA 60%; SOQUEM 40%).

Please join the club.
www.iex.nl/Forum/Topic/1392394/Gronds...

nine_inch_nerd 24 november 2022 09:36

Als Goldman Sachs dat gelooft, dan kan dat katalytisch werken!

Zie ook draadje: www.iex.nl/Forum/Topic/1392394/Gronds...

Eye on Lithium: The West could end EV battery ties with China by 2030 and Sayona could benefit

All your lithium news, Thursday November 24.

stockhead.com.au/resources/eye-on-lit...

Goldman Sachs believes the United States and Europe could both end reliance on Chinese EV batteries by 2030 putting Sayona Mining (ASX:SYA) in a prime position as it closes in on a restart of its North American Lithium (NAL) operation Québec, Canada.

The operation is on track to recommence production in Q1 2023 with both procurement and permitting activities nearing the finish line and construction activities ramping up.

Mining contractors L.Fournier & Fils started operations in October with work underway and necessary equipment and personnel mobilised on site.

Sayona is also targeting an expansion of NAL’s future mine production capacity following the recent acquisition of 48 new claims spanning nearly 2,000ha adjacent to NAL.

“With lithium demand continuing to increase and supply remaining constrained, we are focused on achieving our targets as we build the largest lithium resource base in North America,” SYA managing director Brett Lynch says.

Jalapenjos 24 november 2022 09:55

Zo kwam ik pas geleden European Lithium tegen ($EUR.AX). Wat ik begreep de eerste en enige lithium mijn in de EU, nl. in Oostenrijk. Dit valt onder (of "is") een Australische onderneming en het aandeel is dan ook het best verhandelbaar op de ASX (Sydney).

Enkele maanden geleden hebben ze een deal met BMW gesloten voor het leveren van lithium t.b.v. accu's.
www.finance.yahoo.com/news/australian...

Ik weet zelf nog niet zo goed wat ik van EUR.AX moet denken, maar de eerste en enige lithium mijn in Europa, versus het aandeel van het toch niet altijd even goed betrouwbare China en de -- naar ik verwacht -- toenemende vraag naar lithium...... Voor mij een klein gokje waard.

www.europeanlithium.com

DeZwarteRidder 24 november 2022 10:04

quote:
Pion schreef op 24 november 2022 09:55:
Zo kwam ik pas geleden European Lithium tegen ($EUR.AX). Wat ik begreep de eerste en enige lithium mijn in de EU, nl. in Oostenrijk. Dit valt onder (of "is") een Australische onderneming en het aandeel is dan ook het best verhandelbaar op de ASX (Sydney).

Enkele maanden geleden hebben ze een deal met BMW gesloten voor het leveren van lithium t.b.v. accu's.
www.finance.yahoo.com/news/australian...

Ik weet zelf nog niet zo goed wat ik van EUR.AX moet denken, maar de eerste en enige lithium mijn in Europa, versus het aandeel van het toch niet altijd even goed betrouwbare China en de -- naar ik verwacht -- toenemende vraag naar lithium...... Voor mij een klein gokje waard.

www.europeanlithium.com

Er is geen enkele werkende lithiummijn in Europa.

Ze moeten eerst veel geld ophalen en pas daarna kunnen ze misschien een mijn gaan openen.

DeZwarteRidder 24 november 2022 10:08

European Lithium is focused on the development of its wholly owned Wolfsberg Lithium Project which is located in Carinthia, 270km south of Vienna, Austria. The Project is located 20 km east of Wolfsberg, an industrial town, with established infrastructure, including access to the European motorway and railway network.

The project comprises 22 original and 32 overlapping exploration licences and a mining licence over 11 mining areas issued by the Austrian mining authority. All exploration licences are extended by the mining authority until 31 December 2024. The mining licence can be held in perpetuity provided its conditions are maintained.

The Wolfsberg project benefits from significant exploration, extensive metallurgical testing, mining and pre-feasibility studies conducted by its past owners.

The Company successfully completed a positive pre-feasibility study (PFS) in Q2 2018. The PFS was based only on measured and indicated resources of 6.3Mt at 1.17% Li2O.

Jalapenjos 24 november 2022 10:16

Ja, sorry, je hebt gelijk. Te snel gelezen. Maar dan nog, als het wat wordt..... risico is alleen dus groter dan dat ik in gedachten had.
Wat een fout. Maar zelf geen spijt van mij stap.

nine_inch_nerd 29 november 2022 10:25

Ecograf: AGM Investor Presentation
Diversified battery anode materials company EcoGraf Limited (EcoGraf or the Company) (ASX: EGR; FSE: FMK; OTCQX: ECGFF) is pleased to release a copy of the AGM Investor Presentation to be provided by Andrew Spinks to shareholders at the Annual General Meeting to be held in Perth, Western Australia commencing at 10:00 am AWST today.
This announcement is authorised for release by Andrew Spinks, Managing Director.
For further information, please contact:
INVESTORS & MEDIA
Andrew Spinks
Managing Director T: +61 8 6424 9002

About EcoGraf
EcoGraf is building a vertically integrated battery anode materials business to produce high purity graphite products for the lithium-ion battery and advanced manufacturing markets. Over US$30 million has been invested to date to create a highly attractive mining and mineral processing graphite business.
In Tanzania, the Company is developing the TanzGraphite natural flake graphite business, commencing with the Epanko Graphite Project, to provide a long-term, scalable supply of feedstock for the EcoGrafTM battery anode material processing facilities, together with high quality large flake graphite products for industrial applications.
Using a superior, environmentally responsible EcoGraf HFfreeTM purification technology, the Company plans to produce high performance battery anode material to support electric vehicle, battery and anode manufacturers in Asia, Europe and North American as the world transitions to clean, renewable energy. In addition, EcoGraf’s breakthrough recovery of battery anode material using its EcoGrafTM purification process will enable battery supply chain customers to reduce their CO2 emissions and lower battery costs.

nine_inch_nerd 6 december 2022 07:48

St-Georges Eco-Mining Corp.: EVSX Secures Ontario Location for Battery Recycling
Mon, December 5, 2022 at 2:15 PM
MONTRÉAL, QC / ACCESSWIRE / December 5, 2022 / St-Georges Eco-Mining Corp. (CSE:SX)(OTCQB:SXOOF)(FSE:85G1) is pleased to announce that EVSX has secured the location for its Ontario battery recycling and battery mineral processing operations within the Bioveld Complex under the umbrella of the Thorold Multimodal Hub and the Hopa Port Authority in Niagara, Ontario. This location ties into the Company's strategy to reduce transportation time and costs while expanding potential local synergies. EVSX has also completed the Canadian Standard Association standard independent review for its battery recycling modular industrial plants, allowing operations in Canada.

EVSX Ontario Plant

Located within the Thorold Multimodal Hub, in the heart of Niagara, Canada, the facility will host the Company's battery sorting and blackmass processing operation with a full modular plant by the end of Q2 2023. A second modular circuit is expected to be added later in 2023. Management is reviewing the potential to use available space to host its lithium Center of Excellence to process blackmass from batteries and produce lithium hydroxide from hard rock concentrates. The complex will allow the Company to grow and leverage synergistic regional relationships.

HOPA Ports manages the facility through its subsidiary Great Lakes Port Management. The Hub features infrastructure to reduce transportation costs and boost efficiency, with integrated, multimodal connections on site. www.thebmigroup.ca/project/bioveld-ca...

St-Georges Eco-Mining Corp., Monday, December 5, 2022, Press release picture
St-Georges Eco-Mining Corp., Monday, December 5, 2022, Press release picture
Picture 1: The Thorold Multimodal Hub

EVSX Modular Industrial Plants Progress Update

Two of the three modular industrial plants commissioned have passed CSA certification independent review. They will be finalized for delivery and inspection at the manufacturer by the end of the year. Management has retained the services of a tier-one engineering firm that will be on site for the live testing of the modular plants. They will advise on the units' conformity prior to ownership transfer. The units will then be dismantled and shipped to North America. The Company expects the units to be in Canada in the middle of 2023 and ready for operational testing within 45 days of their clearance by the Canada Border Services Agency. The third circuit would follow the same process and be delivered and operational within 60 days of the initial two.

Equipment received

The hydrolysis equipment for lithium hydroxide pilot production ordered from Industrie De Nora S.p.A. and shipped from Japan was received in November. The equipment cleared customs and is being prepared for installation.

ON BEHALF OF THE BOARD OF DIRECTORS

‘Frank Dumas'
FRANCOIS (FRANK) DUMAS

Chief Operating Officer & Director of St-Georges Eco-Mining Corp.

About St-Georges Eco-Mining Corp.

St-Georges develops new technologies to solve some of the most common environmental problems in the mining sector, including maximizing metal recovery and full circle battery recycling. The Company explores for nickel & PGEs on the Manicouagan and Julie Projects on Quebec's North Shore and has multiple exploration projects in Iceland, including the Thor Gold Project. Headquartered in Montreal, St-Georges' stock is listed on the CSE under the symbol SX and trades on the Frankfurt Stock Exchange under the symbol 85G1 and on the OTCQB Venture Market for early stage and developing U.S. and international companies. Companies are current in their reporting and undergo an annual verification and management certification process. Investors can find Real-Time quotes and market information for the company on www.otcmarkets.com.

The Canadian Securities Exchange (CSE) has not reviewed and does not accept responsibility for the adequacy or the accuracy of the contents of this release.

SOURCE: St-Georges Eco-Mining Corp.

View source version on accesswire.com:
www.accesswire.com/730014/EVSX-Secure...

nine_inch_nerd 7 december 2022 09:05

ASX index beaters: 5 shares that have supercharged portfolios in 2022
James MickleboroDecember 5, 1:11 pm AEDT

Although the ASX 200 index is on course to record a 3% decline in 2022, some ASX shares have absolutely smashed the market with supercharged returns.

This means that if you had one or more of these ASX index beaters in your portfolio, there’s a good chance that you’ll have outperformed the benchmark this year.

What are the ASX index beaters of 2022?

Five standout ASX index beaters are listed below. Here’s how they have performed in 2022:

Mineral Resources Limited (ASX: MIN)

The Mineral Resources share price is up 56% in 2022. This has been driven largely by the the company’s exposure to lithium and the sky high prices the battery making ingredient is commanding right now.

Myer Holdings Ltd (ASX: MYR)

The Myer share price has been an ASX index beater this year with its gain of 61%. Investors have been buying the department store operator’s shares following the release of an impressive full year result in September. Thanks to its successful focus on profitable sales, Myer reported a 103.8% increase in net profit to $60.2 million during FY 2022.

Origin Energy Ltd (ASX: ORG)

The Origin share price has been a strong performer in 2022 and is up 47%. The catalyst for this was the receipt of a takeover approach in November. The energy company received an indicative, conditional, and non-binding proposal from Brookfield Asset Management and MidOcean Energy to acquire it for $9.00 cash per share. This represents a premium of almost 55% to its share price at the time.

Pilbara Minerals Ltd (ASX: PLS)

The Pilbara Minerals share price is another ASX index beater in 2022 with a gain of almost 34%. This has been driven by the lithium miner’s strong performance and positive outlook. In fact, the company’s outlook is so positive thanks to production growth plans and high prices, that management expects to be able to pay its maiden dividend this financial year.

Sayona Mining Ltd (ASX: SYA)

The Sayona Mining share price is the best performer in the group. In 2022, this lithium developer’s shares are up 66%. Sayona Mining, the third ASX lithium share in the list, is an index beater thanks to excitement around its North American Lithium (NAL) project. Management expects NAL to be producing lithium in the first quarter of 2023.

nine_inch_nerd 8 december 2022 10:17

Ja, natuurlijk, er zijn ook bedreigingen. begrijpelijk. Sayona is het onderwerp.

Lithium mine could be economic boon, but comes with risks for Quebec town
www.thechronicle.com.au/news/world/li...

Zie ook Sayona draadje hier: www.iex.nl/Forum/Topic/1392394/Gronds...

DeZwarteRidder 8 december 2022 11:27

fd.nl/economie/1460156/de-grote-schaa...

DeZwarteRidder 8 december 2022 11:31

quote:
nine_inch_nerd schreef op 8 december 2022 10:17:
Ja, natuurlijk, er zijn ook bedreigingen. begrijpelijk. Sayona is het onderwerp.

Lithium mine could be economic boon, but comes with risks for Quebec town
www.thechronicle.com.au/news/world/li...

Zie ook Sayona draadje hier: www.iex.nl/Forum/Topic/1392394/Gronds...

Met een nihil omzet is Sayona Mining ca 2 miljard AUD waard.

AMG is dan een veel betere koop.

nine_inch_nerd 8 december 2022 11:32

quote:
DeZwarteRidder schreef op 8 december 2022 11:31:
[...]

Met een nihil omzet is Sayona Mining ca 2 miljard AUD waard.

AMG is dan een veel betere koop.

Klopt, geen omzet. Productie (project) Quebec start voorjaar 2023.
We zullen zien hoe het in 2024 uitziet.

DeZwarteRidder 8 december 2022 11:54

quote:
nine_inch_nerd schreef op 8 december 2022 11:32:
[...]Klopt, geen omzet. Productie (project) Quebec start voorjaar 2023.
We zullen zien hoe het in 2024 uitziet.

Voorjaar 2023 gaat natuurlijk niet lukken.

nine_inch_nerd 8 december 2022 13:30

quote:
DeZwarteRidder schreef op 8 december 2022 11:54:
[...]

Voorjaar 2023 gaat natuurlijk niet lukken.

Bron? ;)

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