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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...
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:
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Seems no chance to break 30c today
Damn..posted at wrong thread again
Was in d wrong thread alliance mineral when it shld be here..hiak
Lol..wrong forum all this while..Was in anchor resource..lolz..sorry
Hossei liao looooo
Im a busy man..hiak
risktaker ( Date: 30-Aug-2018 16:15) Posted:
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Anyone coming september 19 EGM?
makdatok ( Date: 30-Aug-2018 16:13) Posted:
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Fuyoooo
:))
Should be ok :)
makdatok ( Date: 30-Aug-2018 15:09) Posted:
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Buy at 29..late entrance but keep for term play if couldnt make profit ..
Likely 30c close :) fingercross
Tawana clpse 335 :)
Tawana 335.... :) congrats to holder..
Critical part is the earning report coming .... though i expect it to be making no profit... but if it does turn profit it will be a catayst for price to surge
Yes it is....
Europe Sells 1 Million EV/Hybrids, Norway Leads The Pack
by Tyler Durden
Wed, 08/29/2018 - 05:00
0
SHARES
Authored by Tsvetana Paraskova via Oilprice.com,
Sales of battery electric vehicles and plug-in hybrids in Europe jumped by 42 percent annually in the first half of 2018, hitting the 1-million milestone, with the plug-in share of the European light vehicle market at 2 percent, data compiled by sales database and analytics firm EV-Volumes showed.
The sales of battery electric vehicles (BEV) and plug-in hybrids (PHEV) in Europe came in at 195,000 units in the first half this year, with 51 percent recorded as pure EVs and the rest plug-in hybrids.
EV-Volumes expects 430,000 plug-ins to be delivered in Europe for full-year 2018, and plug-ins to have a market share of 2.35 percent.
The European plug-in vehicle fleet has crossed the 1 million unit threshold, EV-Volumes says, expecting the fleet to number 1,350,000 units at the end of this year.
Norway continues to lead the European rankings with the highest number of plug-in sales. However, German sales are catching up fast, and EV-Volumes expects Germany to take the lead in Europe when 2018 ends, due to the large size of its total car market.
Norway?s share of plug-ins out of the total vehicle fleet is unrivalled, with a staggering share of 37 percent of light vehicle sales and a 46.5-percent share in passenger car sales only.
The Nordic countries as a whole lead EV adoption in Europe, sales and market share figures show, according to EV-Volumes.
?Except in Denmark, where the market was confused by incomprehensible green car taxation plans, the Nordic countries lead in EV adoption. The plug-in share in Norway is off the chart, as usual, with 37 % YTD,? the sales database firm said.
In Europe?s top five car markets by size - Germany, the UK, France, Spain, and Italy - combined sales of EVs and plug-in hybrids rose by just 33 percent in the first half this year, compared to a 54-percent surge in the same period last year, as customers are still wary of limited driving ranges of the models and an insufficient charging network, according to estimates by consultancy EY.
Europe Sells 1 Million EV/Hybrids, Norway Leads The Pack
by Tyler Durden
Wed, 08/29/2018 - 05:00
0
SHARES
Authored by Tsvetana Paraskova via Oilprice.com,
Sales of battery electric vehicles and plug-in hybrids in Europe jumped by 42 percent annually in the first half of 2018, hitting the 1-million milestone, with the plug-in share of the European light vehicle market at 2 percent, data compiled by sales database and analytics firm EV-Volumes showed.
The sales of battery electric vehicles (BEV) and plug-in hybrids (PHEV) in Europe came in at 195,000 units in the first half this year, with 51 percent recorded as pure EVs and the rest plug-in hybrids.
EV-Volumes expects 430,000 plug-ins to be delivered in Europe for full-year 2018, and plug-ins to have a market share of 2.35 percent.
The European plug-in vehicle fleet has crossed the 1 million unit threshold, EV-Volumes says, expecting the fleet to number 1,350,000 units at the end of this year.
Norway continues to lead the European rankings with the highest number of plug-in sales. However, German sales are catching up fast, and EV-Volumes expects Germany to take the lead in Europe when 2018 ends, due to the large size of its total car market.
Norway?s share of plug-ins out of the total vehicle fleet is unrivalled, with a staggering share of 37 percent of light vehicle sales and a 46.5-percent share in passenger car sales only.
The Nordic countries as a whole lead EV adoption in Europe, sales and market share figures show, according to EV-Volumes.
?Except in Denmark, where the market was confused by incomprehensible green car taxation plans, the Nordic countries lead in EV adoption. The plug-in share in Norway is off the chart, as usual, with 37 % YTD,? the sales database firm said.
In Europe?s top five car markets by size - Germany, the UK, France, Spain, and Italy - combined sales of EVs and plug-in hybrids rose by just 33 percent in the first half this year, compared to a 54-percent surge in the same period last year, as customers are still wary of limited driving ranges of the models and an insufficient charging network, according to estimates by consultancy EY.
einnhann ( Date: 29-Aug-2018 16:25) Posted:
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don l=know when will it climb back to 40 cent. Is the merging happen on next month?
Tmr 30c i hope )
Fly liao LOL.... 30c soon?