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Doesnt look goood....currently look over price....20c could be more fairly value...
chengwh1 ( Date: 06-Sep-2018 17:02) Posted:
| Are any of you guys opting to take your AMAL shares later on in the form of ASX-Listed shares instead of SGX-Listed ones. Selling the shares in The ASX would incur cheaper brokerage charges in Australia, generally,... |
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Are any of you guys opting to take your AMAL shares later on in the form of ASX-Listed shares instead of SGX-Listed ones. Selling the shares in The ASX would incur cheaper brokerage charges in Australia, generally,...
Heard poor quality lithium are from china qinghai
risktaker ( Date: 06-Sep-2018 12:32) Posted:
Heard chinese battery maker use low quality lithium to make battery ... 1 auto maker rejected the whole batch of battery..
laksaman57 ( Date: 06-Sep-2018 12:01) Posted:
| http://www.mining.com/lithium-price-plunge-claims-first-victim/ |
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Heard chinese battery maker use low quality lithium to make battery ... 1 auto maker rejected the whole batch of battery..
laksaman57 ( Date: 06-Sep-2018 12:01) Posted:
| http://www.mining.com/lithium-price-plunge-claims-first-victim/ |
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http://www.mining.com/lithium-price-plunge-claims-first-victim/
No leh... we r out totally in this crazy market... 200billion gonna hit china
Alvin2042 ( Date: 05-Sep-2018 10:50) Posted:
U r such a poor promoter. Sell Amal/Taw n the price remain steady. Buy GXY n the price keep going dn.
risktaker ( Date: 05-Sep-2018 08:57) Posted:
Bloodshed in australia lithium counters.... run is over... sell and dont look back...
KDR has 1 of the better concentrade top 3 lithium reserve in the world....now is trading 400m+ LOL suggest alliances holder becareful now...
Alliance/Tawana looks expensive now... sell now is my view
Whole lithium sector is collapsing...
Good luck... |
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U r such a poor promoter. Sell Amal/Taw n the price remain steady. Buy GXY n the price keep going dn.
risktaker ( Date: 05-Sep-2018 08:57) Posted:
Bloodshed in australia lithium counters.... run is over... sell and dont look back...
KDR has 1 of the better concentrade top 3 lithium reserve in the world....now is trading 400m+ LOL suggest alliances holder becareful now...
Alliance/Tawana looks expensive now... sell now is my view
Whole lithium sector is collapsing...
Good luck... |
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Bloodshed in australia lithium counters.... run is over... sell and dont look back...
KDR has 1 of the better concentrade top 3 lithium reserve in the world....now is trading 400m+ LOL suggest alliances holder becareful now...
Alliance/Tawana looks expensive now... sell now is my view
Whole lithium sector is collapsing...
Good luck...
Confirm will be affected now....oil is shooting up even when demand is slow....
Gxy is 1 of the leading producer.... n becos of it has various assets n huge cash n 0 debt makes Tawana/alliance expensive...
Becos major oil and good friend of someone is pressuring tue whole lithium sector.... funny thing is oil price goes up and lithium price goes down....
It will benefit earth for faster EV adoption....
Save the earth..
chengwh1 ( Date: 05-Sep-2018 00:13) Posted:
Bro,... how will the performance of GXY affect AMAL/TAW here ?
Soon,... the name TAW will disappear from the ASX, and will be replaced by AMAL, right ?
risktaker ( Date: 31-Aug-2018 10:27) Posted:
Relax.... china is commited to EV... it is the largest market in the world... n its hungry for lithium...
Dont forget EU...EU is going need more lithium as well...
The world giga factory is around 41... once all coming online..
And i doubt we have enough lithium to go around...
Battery grade...
battery grade lithium price is stable....dont be mislead by others...
There are many different type of lithium.... industry grade and battery grade... industry grade has been coming down... becos china qinghai is flooding the market...SQM is mainly supplying industry grade thats why they expect a drop of price...
But battery grade demand is growing and from latest source i hear from yesterday live conference call from galaxy resources... more lithium converter are coming online... and demand are set to raise as new production of EVs are out for end of year sale...
So expect demand to be higher towards end of year and early next year...
Also after hearing the conference of galaxy resources..... galaxy resources is bloody cheap.....it is a buy call now with a super low target of $4.00
Galaxy resources -
1) expect cash balance $400m by Q4- due to selling part of argentina land parcel to POSCO @280m USD
2) MT CALT - 500m valuation with cash generating @ around 100m USD a year (using 488 USD margin per tonne)
3) James bay - around 40m lithium reserve - $200m valuation should be higher once they started produced
4) SDV in argentina - super low cost lithium mine with 40 years worth of lithium. Most analyst give it around 1billion-2billion valuation. But we tag it @ 500million for now.
Given all these we add up. 400m + 500m + 200m + 500m total galaxy should worth at least 1600m = 1.6billion
This is super super low valuation.... this is super funny now...
I am looking to buy .. lets see how the low the trade war will bring.... stay and watch on sideline first...
But dont miss it...
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Bro,... how will the performance of GXY affect AMAL/TAW here ?
Soon,... the name TAW will disappear from the ASX, and will be replaced by AMAL, right ?
risktaker ( Date: 31-Aug-2018 10:27) Posted:
Relax.... china is commited to EV... it is the largest market in the world... n its hungry for lithium...
Dont forget EU...EU is going need more lithium as well...
The world giga factory is around 41... once all coming online..
And i doubt we have enough lithium to go around...
Battery grade...
battery grade lithium price is stable....dont be mislead by others...
There are many different type of lithium.... industry grade and battery grade... industry grade has been coming down... becos china qinghai is flooding the market...SQM is mainly supplying industry grade thats why they expect a drop of price...
But battery grade demand is growing and from latest source i hear from yesterday live conference call from galaxy resources... more lithium converter are coming online... and demand are set to raise as new production of EVs are out for end of year sale...
So expect demand to be higher towards end of year and early next year...
Also after hearing the conference of galaxy resources..... galaxy resources is bloody cheap.....it is a buy call now with a super low target of $4.00
Galaxy resources -
1) expect cash balance $400m by Q4- due to selling part of argentina land parcel to POSCO @280m USD
2) MT CALT - 500m valuation with cash generating @ around 100m USD a year (using 488 USD margin per tonne)
3) James bay - around 40m lithium reserve - $200m valuation should be higher once they started produced
4) SDV in argentina - super low cost lithium mine with 40 years worth of lithium. Most analyst give it around 1billion-2billion valuation. But we tag it @ 500million for now.
Given all these we add up. 400m + 500m + 200m + 500m total galaxy should worth at least 1600m = 1.6billion
This is super super low valuation.... this is super funny now...
I am looking to buy .. lets see how the low the trade war will bring.... stay and watch on sideline first...
But dont miss it...
einnhann ( Date: 31-Aug-2018 10:01) Posted:
| Seems no chance to break 30c today |
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The aussie guy so smart... buy for 20million... sell back 200million LOL
alexchew ( Date: 03-Sep-2018 08:29) Posted:
nv read in details, just hope e original shareholders were nt massively diluted from this.
risktaker ( Date: 03-Sep-2018 08:02) Posted:
Only thing i find it strange is....
1)Tawana paid around 20million for 50% of alliance back in 2017....
2) Tawana demerge cowan and other assets and become 50% of alliance in 2018
3) Alliance buy back 50% of tawana wih 200million...using shares payment
So in other words cowan and other asseta really become Tawana
Alliance remain as alliance with bigger market cap.... very well plan... and ex Ceo got out so much millions and left happily
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nv read in details, just hope e original shareholders were nt massively diluted from this.
risktaker ( Date: 03-Sep-2018 08:02) Posted:
Only thing i find it strange is....
1)Tawana paid around 20million for 50% of alliance back in 2017....
2) Tawana demerge cowan and other assets and become 50% of alliance in 2018
3) Alliance buy back 50% of tawana wih 200million...using shares payment
So in other words cowan and other asseta really become Tawana
Alliance remain as alliance with bigger market cap.... very well plan... and ex Ceo got out so much millions and left happily
alexchew ( Date: 03-Sep-2018 07:52) Posted:
| still stuck? sell n move on.. dont seem a geninue bi |
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Only thing i find it strange is....
1)Tawana paid around 20million for 50% of alliance back in 2017....
2) Tawana demerge cowan and other assets and become 50% of alliance in 2018
3) Alliance buy back 50% of tawana wih 200million...using shares payment
So in other words cowan and other asseta really become Tawana
Alliance remain as alliance with bigger market cap.... very well plan... and ex Ceo got out so much millions and left happily
alexchew ( Date: 03-Sep-2018 07:52) Posted:
still stuck? sell n move on.. dont seem a geninue biz
risktaker ( Date: 03-Sep-2018 06:46) Posted:
Thats why if u read lithium hydroxide is stable... this r tesla grade battery....we need lithium price to come down for faster EV adoption....
Cheaper battery more uses....it would be silly to consider other options than lithium now its very cheap.... |
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still stuck? sell n move on.. dont seem a geninue biz
risktaker ( Date: 03-Sep-2018 06:46) Posted:
Thats why if u read lithium hydroxide is stable... this r tesla grade battery....we need lithium price to come down for faster EV adoption....
Cheaper battery more uses....it would be silly to consider other options than lithium now its very cheap.....
laksaman57 ( Date: 02-Sep-2018 20:28) Posted:
| https://www.fastmarkets.com/article/3830351/global-lithium-wrap-slow-buying-good-supply-continue-to-pressure-chinas-battery-grade-carbonate-pri |
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Thats why if u read lithium hydroxide is stable... this r tesla grade battery....we need lithium price to come down for faster EV adoption....
Cheaper battery more uses....it would be silly to consider other options than lithium now its very cheap.....
laksaman57 ( Date: 02-Sep-2018 20:28) Posted:
| https://www.fastmarkets.com/article/3830351/global-lithium-wrap-slow-buying-good-supply-continue-to-pressure-chinas-battery-grade-carbonate-pri |
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https://www.yicaiglobal.com/news/china-aviation-lithium-batterys-inventory-loses-usd87-million-value-after-subsidy-shift
https://www.fastmarkets.com/article/3830351/global-lithium-wrap-slow-buying-good-supply-continue-to-pressure-chinas-battery-grade-carbonate-pri
of course affect la.... Taw sell down becos of galaxy went down... galaxy is seen as the leader of lithium in australia....
So galaxy goes down everyone else goes down... becos it has 400m+ cash and 3 world class asset 1 of them generating 100m USD cash flow a year..... the 2 other assets already done its Jorc and it worth billions... and its trading @ 1billion dollar only...and remember its has 0 debt...
If any grp have money just offer them 1.5billion dollar can take over liao... u got 400m cash anyway .. especially if u use cash + equity swap...
Give 200m cash + shares in the coy lol u have more cash to control....
Alliance and tawana trade @ close to 400m combine..... anyway if galaxy doesnt go up.... alliance will be label as fair value and not under value...remember it has bald hill only.. and some debt and some legal issue with ex ceo.... and need to raise more funds for stage 2....
So.... my view only
chengwh1 ( Date: 02-Sep-2018 18:27) Posted:
Bro,... how owuld the events in GXY affect AMAL/TAW ?
By the way, later-on, the name TAW will not appear in the ASX anymore, right ?? Just AMAL' s name will be appearing,....
risktaker ( Date: 31-Aug-2018 10:27) Posted:
Relax.... china is commited to EV... it is the largest market in the world... n its hungry for lithium...
Dont forget EU...EU is going need more lithium as well...
The world giga factory is around 41... once all coming online..
And i doubt we have enough lithium to go around...
Battery grade...
battery grade lithium price is stable....dont be mislead by others...
There are many different type of lithium.... industry grade and battery grade... industry grade has been coming down... becos china qinghai is flooding the market...SQM is mainly supplying industry grade thats why they expect a drop of price...
But battery grade demand is growing and from latest source i hear from yesterday live conference call from galaxy resources... more lithium converter are coming online... and demand are set to raise as new production of EVs are out for end of year sale...
So expect demand to be higher towards end of year and early next year...
Also after hearing the conference of galaxy resources..... galaxy resources is bloody cheap.....it is a buy call now with a super low target of $4.00
Galaxy resources -
1) expect cash balance $400m by Q4- due to selling part of argentina land parcel to POSCO @280m USD
2) MT CALT - 500m valuation with cash generating @ around 100m USD a year (using 488 USD margin per tonne)
3) James bay - around 40m lithium reserve - $200m valuation should be higher once they started produced
4) SDV in argentina - super low cost lithium mine with 40 years worth of lithium. Most analyst give it around 1billion-2billion valuation. But we tag it @ 500million for now.
Given all these we add up. 400m + 500m + 200m + 500m total galaxy should worth at least 1600m = 1.6billion
This is super super low valuation.... this is super funny now...
I am looking to buy .. lets see how the low the trade war will bring.... stay and watch on sideline first...
But dont miss it...
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Bro,... how owuld the events in GXY affect AMAL/TAW ?
By the way, later-on, the name TAW will not appear in the ASX anymore, right ?? Just AMAL' s name will be appearing,....
risktaker ( Date: 31-Aug-2018 10:27) Posted:
Relax.... china is commited to EV... it is the largest market in the world... n its hungry for lithium...
Dont forget EU...EU is going need more lithium as well...
The world giga factory is around 41... once all coming online..
And i doubt we have enough lithium to go around...
Battery grade...
battery grade lithium price is stable....dont be mislead by others...
There are many different type of lithium.... industry grade and battery grade... industry grade has been coming down... becos china qinghai is flooding the market...SQM is mainly supplying industry grade thats why they expect a drop of price...
But battery grade demand is growing and from latest source i hear from yesterday live conference call from galaxy resources... more lithium converter are coming online... and demand are set to raise as new production of EVs are out for end of year sale...
So expect demand to be higher towards end of year and early next year...
Also after hearing the conference of galaxy resources..... galaxy resources is bloody cheap.....it is a buy call now with a super low target of $4.00
Galaxy resources -
1) expect cash balance $400m by Q4- due to selling part of argentina land parcel to POSCO @280m USD
2) MT CALT - 500m valuation with cash generating @ around 100m USD a year (using 488 USD margin per tonne)
3) James bay - around 40m lithium reserve - $200m valuation should be higher once they started produced
4) SDV in argentina - super low cost lithium mine with 40 years worth of lithium. Most analyst give it around 1billion-2billion valuation. But we tag it @ 500million for now.
Given all these we add up. 400m + 500m + 200m + 500m total galaxy should worth at least 1600m = 1.6billion
This is super super low valuation.... this is super funny now...
I am looking to buy .. lets see how the low the trade war will bring.... stay and watch on sideline first...
But dont miss it...
einnhann ( Date: 31-Aug-2018 10:01) Posted:
| Seems no chance to break 30c today |
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30c :) huat ah....
risktaker ( Date: 31-Aug-2018 10:27) Posted:
Relax.... china is commited to EV... it is the largest market in the world... n its hungry for lithium...
Dont forget EU...EU is going need more lithium as well...
The world giga factory is around 41... once all coming online..
And i doubt we have enough lithium to go around...
Battery grade...
battery grade lithium price is stable....dont be mislead by others...
There are many different type of lithium.... industry grade and battery grade... industry grade has been coming down... becos china qinghai is flooding the market...SQM is mainly supplying industry grade thats why they expect a drop of price...
But battery grade demand is growing and from latest source i hear from yesterday live conference call from galaxy resources... more lithium converter are coming online... and demand are set to raise as new production of EVs are out for end of year sale...
So expect demand to be higher towards end of year and early next year...
Also after hearing the conference of galaxy resources..... galaxy resources is bloody cheap.....it is a buy call now with a super low target of $4.00
Galaxy resources -
1) expect cash balance $400m by Q4- due to selling part of argentina land parcel to POSCO @280m USD
2) MT CALT - 500m valuation with cash generating @ around 100m USD a year (using 488 USD margin per tonne)
3) James bay - around 40m lithium reserve - $200m valuation should be higher once they started produced
4) SDV in argentina - super low cost lithium mine with 40 years worth of lithium. Most analyst give it around 1billion-2billion valuation. But we tag it @ 500million for now.
Given all these we add up. 400m + 500m + 200m + 500m total galaxy should worth at least 1600m = 1.6billion
This is super super low valuation.... this is super funny now...
I am looking to buy .. lets see how the low the trade war will bring.... stay and watch on sideline first...
But dont miss it...
einnhann ( Date: 31-Aug-2018 10:01) Posted:
| Seems no chance to break 30c today |
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