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Lithium

1. nine_inch_nerd 23 september 2021 09:23

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   Core Lithium mining services contract signed for fully financed Finniss Lithium Project
   
   investorinsight.com.au/core-lithium-m...
2. StartendeBelegger 23 september 2021 12:26

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   quote:

   Locpilot schreef op 10 september 2021 23:42:

   Goed nieuws!…..
   
   Het is weer mogelijk om aandelen van Argosy Minerals (AGY op de ASX) te kopen en verkopen via DeGiro. Dat was de laatste 2 jaar ongeveer niet meer mogelijk (zie mijn eerdere posting).
   
   Hoort zegt het voort……..dit bedrijf gaat binnenkort produceren (in tegenstelling tot veruit de meeste andere “miners”).
   
   Mvg, Locpilot.
   

   Vandaag niet meer te koop bij DeGiro, helaas..
3. nine_inch_nerd 28 september 2021 13:17

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   Cypress Development gets its pilot plant ready for commissioning
   
   Cypress Development (CYP.V), which aims to develop its Clayton Valley lithium project in Nevada, has provided a few updates in the past few weeks as it continues to advance the project to the feasibility study stage.
   
   Earlier in September, the company reported its pilot plant is almost ready to be commissioned as the majority of the components have been assembled and are operational. Initial test runs are expected to occur after initial inspections and approvals of the pilot plant. As you may remember, seeing the metallurgical test results from the pilot plant will be very important to complete the feasibility study as the data will enable Cypress to finetune all the parameters it needs to put an economic study together.
   
   In a separate release, Cypress announced the acquisition of an additional 24 unpatented mining claims for a total of 480 contiguous acres for a payment of 49,000 shares (with a market value of approximately C$75,000). These additional claims bring the total size of the land package to just over 6,500 acres and according to Cypress, the new claims were acquired for their exploration potential.
   
   Lithium carbonate prices are currently trading at $20,500/t and although the sensitivity analysis did not provide a scenario with an LCE price exceeding $14,250/t, our rough calculations indicate the current spot price would result in an after-tax NPV8% of around US$3B for the Clayton Valley lithium project. Of course, with cost escalations across the board, we should expect the initial capex (and sustaining capex) to increase as well, but given the strong lithium price, the impact of the cost escalation on the NPV and IRR should remain at least limited and likely negligible.
   
   www.caesarsreport.com/blog/cypress-de...
   
   
4. nine_inch_nerd 3 oktober 2021 12:11

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   Hier nog eentje. Enkele maanden geleden ingestapt.
   Goed verhaal: Li batterijen, Grafiet mining en batterij recycling.
   Australie, Afrika en Europa. Connectie met Korea. Meer landen in de maak.
   
   EcoGraf Ltd (EGR)
   www.ecograf.com.au
   
   EcoGraf's Managing Director Andrew Spinks speaks at the
   NWR Communications virtual NWR Resources Series – Mining’s Top Microcaps & Midcaps
   youtu.be/E5t-E6Ub7MU
5. nine_inch_nerd 6 oktober 2021 17:44

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   American Manganese Produces 99.99% Pure Lithium Sulfate from the RecycLiCo Process
   
   americanmanganeseinc.com/american-man...
   
   The High Purity Sample of ‘Green’ Lithium was Prepared and Sent to an International Lithium Producer
   
   American Manganese Inc. (“AMY” or the “Company“) is pleased to report the successful production of lithium sulfate (Li2SO4) with 99.99% purity. The bulk sample of lithium sulfate was prepared and sent to an international lithium producer to validate the patented RecycLiCo™ process.
   
   “We are extremely pleased with the production of 99.99% pure lithium sulfate directly from the most valuable and least environmentally disruptive source of lithium available in the world – which in my opinion is the end-of-life battery,” commented Larry Reaugh, President and CEO of American Manganese. “To produce green batteries, you need ‘green’ lithium, and we are thrilled to be engaged with companies that recognize the promise of RecycLiCo. We are confident that our product will align with the lithium-ion battery industry’s needs, and which will unlock long-term environmental benefits.”
   
   The RecycLiCo™ process first leached lithium-ion battery cathode scrap and black mass material with an extraction efficiency of over 99%. The resulting pregnant leach solution is then coprecipitated to produce cathode precursor material (nickel, cobalt, and manganese). The remaining solution subsequently undergoes separate extraction of high purity lithium sulfate while regenerating process chemicals for the closed-loop process. Together, the cathode precursor and lithium sulfate product accounts for most of the lithium-ion battery’s material value and can be re-integrated into new battery manufacturing.
   
   Throughout American Manganese’s R&D and pilot plant project, the Company successfully produced other lithium derivatives such as lithium hydroxide and lithium carbonate, enabling a robust RecycLiCo™ process that can adapt to the changing needs of the lithium-ion battery industry.
   
   99.99% Pure Lithium Sulfate from Upcycled Lithium-ion Battery Waste
   About American Manganese Inc.
   American Manganese Inc. is a critical minerals company focused on the upcycling of lithium-ion battery waste into high-value battery cathode materials, using its closed-loop RecycLiCo™ Patented Process. With minimal processing steps and up to 99% extraction of lithium, cobalt, nickel, and manganese, the upcycling process creates valuable lithium-ion battery materials for direct integration into the re-manufacturing of new lithium-ion batteries.
   
   American Manganese’s original patented manganese process is the cornerstone technology in the development of the Company’s lithium-ion battery cathode recycling process, RecycLiCo™.
   
   On behalf of Management
   
   AMERICAN MANGANESE INC.
   
   Larry W. Reaugh
   President and Chief Executive Officer
   
   The Toronto Stock Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of this release. This news release may contain certain "Forward-Looking Statements" within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact, included herein are forward-looking statements that involve various risks and uncertainties. There can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company's expectations are disclosed in the Company's documents filed from time to time with the Toronto Stock Exchange, the British Columbia Securities Commission and the US Securities and Exchange Commission.
6. nine_inch_nerd 6 oktober 2021 23:37

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   GM verhoogt ambities voor elektrische auto's
   23:00
   Het Amerikaanse GM verhoogt zijn doelen. Tegen 2030 moet de omzet zijn verdubbeld, zei topvrouw Mary Barra op een tweedaagse bijeenkomst voor investeerders. Om die verdubbeling te bereiken wordt het aanbod van elektrische auto's verder verbreed. In de VS wil de fabrikant marktleider worden met elektrische auto's.
   
   Als onderdeel van de verbreding komt er onder meer een kleine elektrische SUV die rond $30.000 moet gaan kosten. Dat zou volgens GM flink wat omzet kunnen opleveren. Ook bij de pick-ups en het luxemerk Cadillac moeten meer elektrisch aangedreven modellen komen. Zo wordt volgend jaar op een beurs in januari een elektrische variant van de Chevrolet Silverado — een pick-up — gepresenteerd die zo'n 400 mijl zou kunnen rijden zonder bij te laden.
   
   Om de groeiplannen te bereiken wil GM tegen 2025 $35 mrd investeren in de uitrol van meer dan 30 nieuwe EV-modellen wereldwijd. Tegen 2035 wil het bedrijf alleen maar elektrische auto's verkopen.
   
   Afgelopen jaar behaalde de autofabrikant $122,5 mrd aan omzet. Bij een verdubbeling zou de omzet uitkomen op bijna $250 mrd tegen 2030. Een deel van de groei moet ook komen uit de verkoop van software en diensten. Die zouden zo'n $20 mrd tot $25 mrd op jaarbasis moeten toevoegen. Daarbij gaat het om bijvoorbeeld een abonnement op een veiligheidssysteem in auto's.
7. nine_inch_nerd 7 oktober 2021 17:46

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   Lithium jumps again as miners can’t keep up with battery boom
   Lithium prices extended their yearlong rally as surging demand spurs a shortfall of the key battery material.
   
   Prices have more than doubled in the past year, according to a Benchmark Mineral Intelligence index of lithium carbonate and hydroxide. Demand for the materials used in electric cars and renewable-energy storage has soared and, while miners are seeking to boost supply, there’s not enough to meet consumption.
   
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   “The financing for lithium projects is still too little, too late,” said Cameron Perks, a Melbourne-based analyst at BMI. “The market deficit is already occurring.”
   
   A lengthy slump since 2018’s peak meant investment in the sector slowed, while the pandemic has exacerbated supply constraints. On the demand side, the green energy transition has accelerated the adoption of electric vehicles and global lithium consumption is estimated to grow fivefold by end of this decade, according to BloombergNEF.
   
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   “As prices increase now, there will be unknown yet-to-be-announced projects and expansions that will help to increase supply to meet demand. That is almost a certainty. What is not certain is just how many unknown projects there are out there,” Perks added. “There’s also a possibility that not enough lithium can be mined, then it could risk a slower EV roll-out.”
   
   Prices are climbing across the supply chain. Pilbara Minerals’s second auction of spodumene concentrate -- a partly-processed form of the material -- attracted a top bid of $2,240 a ton for a cargo of 8,000 tons, up from $1,250 in its inaugural tender in July. China lithium carbonate has almost doubled in just two months, and lithium hydroxide is up more than 70% in the period, according to Asian Metal Inc. data.
   
   BATTERY COSTS
   That’s pressuring battery makers, who are also facing higher prices for other key inputs like cobalt and copper.
   
   After a decade of year-on-year battery price declines -- an important measure in gauging when EVs will cost the same or less than gas vehicles -- there’s now a chance that trend will stall as raw material costs climb, according to BNEF analyst James Frith. About 40% of the cost of a battery is tied to commodities that have rallied.
   
   Still, manufacturers may be able to offset some of the higher costs through improving production process, reducing scrap rates and switching to cheaper battery chemistries, Frith wrote in September.
   
8. nine_inch_nerd 11 oktober 2021 16:41

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   Rock Tech bouwt grootste lithiumfabriek van Europa in Duitsland
   16:30
   
   Het Duits-Canadese Rock Tech gaat de grootste lithiumfabriek van Europa bouwen in de Duitse deelstaat Brandenburg. Lithium is een belangrijke grondstof bij de productie van batterijen voor onder andere elektrische auto's. Het productiebedrijf kost zo'n €470 mln en moet in 2024 klaar zijn.
   
   De fabriek gaat de raffinage van ruwe lithium faciliteren. Die kan op zijn beurt weer gebruikt worden bij de productie van autobatterijen. Met de hoeveelheid lithium die de fabriek gaat produceren kunnen per jaar 500.000 elektrische auto's gebouwd worden, zo stelt Rock Tech.
   
   Tesla
   
   Door de gigantische vraag naar elektrische batterijen is Rock Tech van plan om op den duur vijf fabrieken neer te zetten, zo verklaarde het tegenover de Duitse zakenkrant Handelsblatt.
   
   In de buurt van de geplande bouwlocatie is een autofabriek in aanbouw van Tesla TSLA$796,40+1,39% . De fabrikant van elektrische auto's heeft bovendien plannen liggen om met steun van de Duitse overheid een eigen batterijfabriek neer te zetten.
   
   (Tekst gaat verder onder kaart)
   
   Verschillende automakers nemen al een voorsprong op de verhoogde productie van elektrische voertuigen door overeenkomsten te sluiten met batterijproducenten. BMW beklonk een deal met batterijmaker Automotive Cells Company en VW deed hetzelfde met het Zweedse Northvolt. Het merendeel van de geplande 38 batterijfabrieken in Europa komt in Duitsland, zo berekende persbureau Bloomberg.
   
   Tot nu toe vindt de verwerking van lithium vrijwel alleen plaats in Azië en dan met name China. Alleen het Nederlandse metaalbedrijf AMG AMG€27,84+3,57% heeft naast Rock Tech plannen om een lithiumverwerkingsfabriek te bouwen in Europa. Deze fabriek moet in het Oost-Duitse Zeitz komen en gaat 20.000 ton lithium per jaar verwerken, 4.000 ton minder dan de fabriek van Rock Tech.
   
   fd.nl/bedrijfsleven/1415562/rock-tech...
9. Dividend Collector 12 oktober 2021 21:21

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   Neo Lithium en Portofino Resources (buren van elkaar) gaan fors omhoog. Beide hebben lithium gronden in Argentinië. Neo wordt overgenomen. Voor Portofino zal dit een kwestie van tijd zijn.
   
   www.marketwatch.com/story/zijin-minin...
   
   Companies that own lithium mines have become hot acquisition targets amid a booming electric-vehicle industry and a rush to secure raw materials in the long term.
10. nine_inch_nerd 12 oktober 2021 23:09

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    Vrijwel alles wat met Lithium te maken heeft ging vandaag omhoog. PR was wel een topper, ja.
11. nine_inch_nerd 13 oktober 2021 14:38

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    Cypress Development to Start Pilot Plant Program for Clayton Valley Lithium Project, Nevada
    
    www.cypressdevelopmentcorp.com/news/2...
    
    October 13, 2021 - Vancouver, Canada - Cypress Development Corp. (TSXV: CYP) (OTCQB: CYDVF) (Frankfurt: C1Z1) (“Cypress” or “the Company”) is pleased to report that the assembly of the pilot plant for the Company’s 100%-owned Clayton Valley Lithium Project in Nevada is complete. The pilot plant is located at a metallurgical facility approximately 100 miles south of the project. Purchasing of items for the pilot plant began in March and work progressed through the summer. With assembly and operational testing of component equipment finished, test extraction of lithium from the project’s sample material will begin next week. The pilot plant will utilize chloride-based leaching combined with the Chemionex—Lionex process for direct lithium extraction (DLE), as described in previous announcements.
    
    “The completion of the pilot plant represents a significant milestone and marks the culmination of months of work by Cypress, our consultants, and contractors” stated Bill Willoughby, President and CEO of Cypress. “This work, under the direction of Continental Metallurgical Services and supported by the management and personnel of del Sol Refining, Inc., has resulted in a pilot plant that embodies the research that went into our process flowsheet. The testing ahead will be one of the larger piloting efforts to extract lithium from clay in the world, and the only one based on a chloride approach to leaching. While the ultimate goal is to demonstrate the production of lithium hydroxide from our claystone resource on a larger scale, the results from the various areas within the plant, from leaching and tailings handling, to solution treatment and recycling, chemical usage and water balance, will provide the data necessary to carry the project forward to the feasibility level."
    
    The Company’s pilot plant is configured to use chloride-based leaching to liberate the lithium from the project’s claystone. This was based on results from an internal scoping study completed in January 2021, which determined additional benefits in the areas of economics, process, and the environment when using a chloride-based rather than a sulphate-based leaching process. The sulphate-based process remains a viable alternative as detailed in the project’s Pre-Feasibility Study (PFS, effective Date August 5, 2020 and amended March 15, 2021).
    
    Pilot Plant Program Objectives
    
    The pilot plant is intended to confirm the extraction of lithium from the Company's Clayton Valley Lithium Project, in following the recommendations outlined in the Company's PFS.
    
    There are four main sections in the pilot plant: leaching, tailings handling, pregnant leach solution (PLS) treatment and the Chemionex—Lionex DLE process area. Two additional processing steps will be conducted off-site at NORAM Engineering and Construction, Ltd's B.C. Research Laboratory in Richmond, Canada; these steps will take the concentrated lithium solution and a portion of the depleted solution following DLE for the production of lithium hydroxide and the generation of hydrochloric acid and sodium hydroxide.
    
    Each section in the pilot plant has specific objectives. The leaching section will work to improve leach conditions and confirm lithium extraction into PLS. Testing of various feed size and grade of the claystone, reagent mixtures, and water balance will aid in optimization at scale.
    
    The tailings handling section will utilize a counter current decantation arrangement of thickener settlers and flocculant mixing, with the objective of determining materials handling, moisture content and water consumption. Testing in this stage will provide key information for water requirements and design of tailings facilities.
    
    The PLS treatment section will remove impurities prior to introduction into the DLE process through two-stage neutralization and filtration, a tertiary stage will follow the DLE process prior to recycling of solution back to leaching.
    
    The DLE section consists of Chemionex's—Lionex DLE technology and will test compatibility of the PLS to be further concentrated with this process. Cypress was granted an option, upon completion of the pilot plant program, to license this process for commercial use at its project.
    
    The final two steps will be conducted by NORAM Engineering, these will treat the concentrated lithium solution from the DLE portion of the pilot plant to produce lithium hydroxide and test the stripped leach solution for compatibility for recycling to the leaching section of the plant.
12. DeZwarteRidder 13 oktober 2021 15:38

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    nine_inch_nerd schreef op 13 oktober 2021 14:38:

    Cypress Development to Start Pilot Plant Program for Clayton Valley Lithium Project, Nevada
    
    www.cypressdevelopmentcorp.com/news/2...
    
    October 13, 2021 - Vancouver, Canada - Cypress Development Corp. (TSXV: CYP) (OTCQB: CYDVF) (Frankfurt: C1Z1) (“Cypress” or “the Company”) is pleased to report that the assembly of the pilot plant for the Company’s 100%-owned Clayton Valley Lithium Project in Nevada is complete. The pilot plant is located at a metallurgical facility approximately 100 miles south of the project. Purchasing of items for the pilot plant began in March and work progressed through the summer. With assembly and operational testing of component equipment finished, test extraction of lithium from the project’s sample material will begin next week. The pilot plant will utilize chloride-based leaching combined with the Chemionex—Lionex process for direct lithium extraction (DLE), as described in previous announcements.
    
    “The completion of the pilot plant represents a significant milestone and marks the culmination of months of work by Cypress, our consultants, and contractors” stated Bill Willoughby, President and CEO of Cypress. “This work, under the direction of Continental Metallurgical Services and supported by the management and personnel of del Sol Refining, Inc., has resulted in a pilot plant that embodies the research that went into our process flowsheet. The testing ahead will be one of the larger piloting efforts to extract lithium from clay in the world, and the only one based on a chloride approach to leaching. While the ultimate goal is to demonstrate the production of lithium hydroxide from our claystone resource on a larger scale, the results from the various areas within the plant, from leaching and tailings handling, to solution treatment and recycling, chemical usage and water balance, will provide the data necessary to carry the project forward to the feasibility level."
    
    The Company’s pilot plant is configured to use chloride-based leaching to liberate the lithium from the project’s claystone. This was based on results from an internal scoping study completed in January 2021, which determined additional benefits in the areas of economics, process, and the environment when using a chloride-based rather than a sulphate-based leaching process. The sulphate-based process remains a viable alternative as detailed in the project’s Pre-Feasibility Study (PFS, effective Date August 5, 2020 and amended March 15, 2021).
    
    Pilot Plant Program Objectives
    
    The pilot plant is intended to confirm the extraction of lithium from the Company's Clayton Valley Lithium Project, in following the recommendations outlined in the Company's PFS.
    
    There are four main sections in the pilot plant: leaching, tailings handling, pregnant leach solution (PLS) treatment and the Chemionex—Lionex DLE process area. Two additional processing steps will be conducted off-site at NORAM Engineering and Construction, Ltd's B.C. Research Laboratory in Richmond, Canada; these steps will take the concentrated lithium solution and a portion of the depleted solution following DLE for the production of lithium hydroxide and the generation of hydrochloric acid and sodium hydroxide.
    
    Each section in the pilot plant has specific objectives. The leaching section will work to improve leach conditions and confirm lithium extraction into PLS. Testing of various feed size and grade of the claystone, reagent mixtures, and water balance will aid in optimization at scale.
    
    The tailings handling section will utilize a counter current decantation arrangement of thickener settlers and flocculant mixing, with the objective of determining materials handling, moisture content and water consumption. Testing in this stage will provide key information for water requirements and design of tailings facilities.
    
    The PLS treatment section will remove impurities prior to introduction into the DLE process through two-stage neutralization and filtration, a tertiary stage will follow the DLE process prior to recycling of solution back to leaching.
    
    The DLE section consists of Chemionex's—Lionex DLE technology and will test compatibility of the PLS to be further concentrated with this process. Cypress was granted an option, upon completion of the pilot plant program, to license this process for commercial use at its project.
    
    The final two steps will be conducted by NORAM Engineering, these will treat the concentrated lithium solution from the DLE portion of the pilot plant to produce lithium hydroxide and test the stripped leach solution for compatibility for recycling to the leaching section of the plant.
    

    Lithium winnen uit klei is ongelooflijk moeilijk en duur.
13. nine_inch_nerd 13 oktober 2021 15:42

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    quote:

    DeZwarteRidder schreef op 13 oktober 2021 15:38:

    [...]
    
    Lithium winnen uit klei is ongelooflijk moeilijk en duur.
    

    We zullen zien. Aandeel is hot en men is vol vertrouwen.
    
    Is Cypress Development Corp., the cheapest lithium junior on the planet?
    
    Peter Epstein, MBA
    When announcements were made in April & May that Galaxy Resources & Bacanora Lithium were to be acquired by Orocobre & China’s Ganfeng Lithium, respectively, I wasn’t surprised. Lithium “Li” prices were on the move and EV sales were soaring. Two months later, Ganfeng announced a proposed acquisition of Millennial Lithium, only to be outbid by Chinese battery maker CATL.
    
    On September 15th, Australian-listed ioneer ltd. announced the sale of 50% of its flagship Li-boron project to Sibanye Stillwater for $490M. Last Friday, Neo Lithium agreed to be acquired by China’s Zijin Mining. The last two transactions are notable because the buyer has no meaningful experience in Li. Sibanye is a PGM/gold producer and Zijin a gold-copper conglomerate.
    
    That makes five major transactions in six months. Of those five, just two acquirers are Li companies. This demonstrates my long-held view that multiple types of companies & investment funds could be interested in Li assets.
    
    Automakers should be interested in direct Li investments. In fact, analysts are perplexed as to why major OEMs have not secured major stakes in Li assets. I’m tracking 38 automakers, 30 have enterprise values > $10 Billion, 10 are > $100B (Tesla’s enterprise value is nearly $800B).
    
    Diversified miners like Teck, BHP & Vale could care, Rio Tinto already has a large Liproject in Serbia. ExxonMobil & Chevron have been diversifying into solar. Royal Dutch Shell & Suncor have added wind projects to the mix. I would not be surprised to see oil/gas companies investing in Li projects this decade.
    
    Giant commodity traders like Glencore, Mitsui & Trafigura are getting more into battery metals. Finally, Private Equity, Hedge & Sovereign Wealth Funds “SWF” should care about hard asset commodity companies, especially as inflation fears mount.
    
    There are trillions of dollars invested in SWFs alone. Unsurprisingly, three of the largest SWFs on the planet, from Norway, Kuwait & Abu Dhabi, have large allocations to oil/gas assets.
    
    As companies & Funds turn to battery metals, how many Li companies are there to choose from? I’m tracking ~110 names with market caps of at least C$10M. Some have advanced projects, but already have strategic partners. Orocobre owns 66.5% of its project in partnership with Toyota Tsusho.
    
    Standard Lithium is closely tied to Germany’s Lanxass, a specialty chemicals company. Czech group CEZ owns 51% of European Metals‘s project. AVZ Minerals owns 51% of its large African project after selling 24% of it to Suzhou CATH Energy Technologies for $240M.
    
    How many publicly-traded, pre-revenue companies host (20,000+ LCE/yr.), 100%-owned projects that are (at least) at PFS stage? I come up with seven, one of which is my long-time favorite Cypress Development Corp. There are plenty of privately-owned Li projects, but most of them are presumably tied up. So, I believe there are only about 10 Li companies that have sizable, 100%-owed projects, at PFS/BFS stage.
    
    Cypress has delivered a PFS, and is starting up a pilot plant. It owns 100% of a sedimentary, clay-hosted Li project in Nevada and maintains control over 100% of its prospective Li hydroxide off-take. A BFS is expected in about six months.
    
    Of the 10 names I referred to above, some have off-take agreements in place, and/or are closely aligned with much larger players. DLE hopeful Vulcan Energy Resources has two off-take deals signed. Piedmont Lithium has an off-take with Tesla.
    
    In addition to its 100%-owned Thacker Pass clay-hosted Li project, Lithium Americas has a 49/51 JV with Ganfeng, and Ganfeng also owns 12.5% of the company’s shares. Cypress hosts one of a handful of PFS / BFS stage projects that’s 100% owned, 100% open for off-take discussions & does not have a significant strategic shareholder looming over it.
    
    Not only is M&A heating up, Li prices have been rising for over a year. The China spot price has more than quadrupled from August 2020 lows. The chart below is in Chinese yuan, 178,000 yuan = US$27,625/tonne. Since last summer, Li is one of the best performing commodities on the planet.
    
    On October 13th, a press release describing the start of a robust pilot plant was put out. In it, CEO Bill Willoughby comments,
    
    “The completion of the pilot plant represents a significant milestone, marking the culmination of months of work by Cypress, our consultants, and contractors. This work, under the direction of CMS and supported by the management & personnel of del Sol Refining, has resulted in a plant that embodies the research that went into our process flowsheet. The testing will be one of the larger piloting efforts to extract lithium from clay in the world, and the only one based on a chloride approach to leaching.
    
    While the ultimate goal is to demonstrate the production of lithium hydroxide from our clay-stone resource on a larger scale, the results from the various areas within the plant, from leaching & tailings handling, to solution treatment & recycling, chemical usage & water balance, will provide the data necessary to carry the project forward to the feasibility level.”
    
    Cypress is within about six months of both meaningful pilot plant results that can be communicated to potential strategic partners & prospective customers, AND a BFS that will help attract project funding. The de-risking over the past few years has been spectacular. A strong BFS will open the door to dozens of suitors.
    
    With all of this good news, management is trying harder to tell its story. Two months ago Spiro Cacos was hired as VP Investor Relations. He has signed CEO Willoughby up for at least four investment conferences through December 9th. Spiro & Bill have also had over a few dozen conference calls with sell-side analysts and institutional investors.
    
    Further ramping up marketing efforts now is very important, especially as Millennial Lithium & Neo Lithium shareholders get cashed out and are looking for places to park that cash.
    
    I’ve been writing about Cypress Development Corp for nearly four years. The more I learn, the more I consider the Company’s process flow sheet to be relatively low risk compared to some Direct Lithium Extraction (“DLE”) technologies on the drawing board.
    
    With strong Li prices for years to come and increased M&A, it seems very likely (to me) that Cypress will find a strategic partner and enter commercial production in 2025 or 2026. Once the market realizes that a new Li hydroxide producer in Nevada is on the horizon, the dramatic valuation discount to peers should start to close.
    
    In the chart below, notice that Cypress Development’s clay-hosted project is valued at 9% of its PFS-derived, after-tax NPV(8%). By contrast, eight peers (four of which that are in the process of being acquired) have projects valued at an average of 45% of after-tax NPV(8%). Cypress is trading at an 82% discount to peers.
    
    If peers increase in value by an avg. of 50% over the next 12 months, and Cypress were to triple in value… It would still be trading at a 61% discount. I truly believe there’s room for Cypress to run here.
14. nine_inch_nerd 13 oktober 2021 18:05

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    Cypress schiet nu al 2 dagen stevig omhoog. Enige tijd geleden al eens 'afgeroomd'.
    Ik heb nu toch een order klaarstaan om te cashen.
    Dit met de gedachte dat er nog geproduceerd moet worden na opstart proeffabriek en tot die tijd het aandeel nog wel zal dippen.
    
15. StartendeBelegger 13 oktober 2021 22:21

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    quote:

    nine_inch_nerd schreef op 13 oktober 2021 18:05:

    Cypress schiet nu al 2 dagen stevig omhoog. Enige tijd geleden al eens 'afgeroomd'.
    Ik heb nu toch een order klaarstaan om te cashen.
    Dit met de gedachte dat er nog geproduceerd moet worden na opstart proeffabriek en tot die tijd het aandeel nog wel zal dippen.
    
    

    Zit ook te wachten op de dip, opzoek naar een mooi instapmoment.
16. nine_inch_nerd 13 oktober 2021 22:24

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    Order staat nog. Streefbedrag niet gehaald..
    ;)
17. nine_inch_nerd 14 oktober 2021 10:02

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    We zijn er nog niet, maar we komen er wel...
    
    Leaseplan: elektrisch rijden niet langer duurder
    09:45
    Rijden met een kleine of middelgrote elektrische auto is in de meeste landen in Europa niet meer duurder dan een conventionele auto. In de landen waar dat nog niet zo is, is het prijsverschil kleiner geworden en als de trend doorzet, dan zal ook daar elektrisch rijden nog voor het midden van dit decennium de aantrekkelijkste optie zijn.
    
    Dat stelt Leaseplan op basis van berekeningen die de leasemaatschappij donderdag heeft gepubliceerd. Nederland behoort tot de landen waar volgens Leaseplan elektrisch rijden goedkoper is. Een wagen uit de middenklasse die op accu's rijdt, kost de automobilist maandelijks gemiddeld €950. Voor een vergelijkbare benzinewagen is de autobezitter €1172 kwijt en wie diesel moet tanken betaalt zelfs €1299. In de kosten zijn behalve brandstof of stroom, ook afschrijving, belastingen, verzekeringen en onderhoud meegenomen.
    
    Zwitserland is het duurste land voor automobilisten, met een gemiddeld maandelijks prijskaartje van €1138. Rijden in Griekenland kost daarentegen maar €743 per maand. Afgezet tegen het bruto binnenlands product zijn Duitsland en Denemarken de goedkoopste landen en Zwitserland en Portugal de duurste. Wie graag in een benzineauto rijdt, is het goedkoopste uit in Polen. Voor diesel is dat Griekenland.
18. nine_inch_nerd 14 oktober 2021 22:12

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    quote:

    nine_inch_nerd schreef op 13 oktober 2021 22:24:

    Order staat nog. Streefbedrag niet gehaald..
    ;)
    

    CYP en Core vandaag verkocht. Winst gepakt (60-70% rendement). Stijgingen Lithium kunnen niet door blijven gaan. Er is nog geen productie bij beiden.
    Bij daling stap ik weer in.
    Succes!
19. nine_inch_nerd 20 oktober 2021 09:33

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    Sleeper
    
    EcoGraf graphite anode material outperforms industry benchmarks
    19 October 2021
    Battery anode material produced by EcoGraf (ASX: EGR) has outperformed international benchmarks during recent product qualification work, according to the company.
    
    The sustainably-produced HFfree battery anode material was tested as part of an extensive trial for a major battery anode material producer, which placed the effectiveness of the product up against reference material from existing manufacturers.
    
    This is considered to be a critical milestone for EcoGraf, which is in the process of finalising construction plans for its new state-of-the-art battery anode material facility in Kwinana Western Australia, fed by its Epanko Graphite Project in Tanzania.
    
    EcoGraf’s HFfree anode material outperforms competitors
    
    Preparation of the product sample involved completion of a large mechanical shaping program, using commercial-scale equipment in conjunction with a leading international equipment manufacturer. This was followed by HFfree purification through a pilot plant EcoGraf has established with one of Australia’s foremost mineral testing organisations.
    
    The company reports that its product sample outperformed against reference materials in half-cell electrochemical testing, and also satisfied the anode producer’s physical and chemical specifications.
    
    EcoGraf said that the results provide further confirmation of the effectiveness of its environmentally-superior EcoGraf processing technology to provide anode, battery and electric vehicle manufactures with high quality, sustainably-produced battery anode material.
    
    Vertical integration with local downstream processing
    
    The company’s new downstream production facility is anticipated to be the first of its type internationally, and will export spherical graphite products to rapidly-growing battery markets in Asia, Europe, and North America using a superior, environmentally-responsible HFfree purification technology.
    
    Rendering of EcoGraf's new state-of-the-art processing facility in Western Australia
    Rendering of EcoGraf’s new state-of-the-art processing facility in Western Australia. Source: EcoGraf Limited
    Commercial production at the plant will commence at 5,000tpa output at a capital cost of US$22.8 million, expanding to 20,000tpa with a further USD$49.2 million investment. A USD$35 million debt facility has been negotiated with the Australian government, as it looks to support Australian-based downstream processing capabilities to underpin the upcoming clean-energy revolution.
    
    Four years of pilot test work was completed in Germany to optimise processes and de-risk development, while pre-construction activities for the plant including engineering, permitting and environmental approvals are underway.
20. nine_inch_nerd 20 oktober 2021 14:30

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    Sayona Mining closes $86.5 million lithium acquisition
    
    (Kitco News) - Sayona Mining (ASX:SYA) said today it closed its acquisition for a 60% stake in Moblan Lithium Project, Québec for US$86.5 million.
    
    The close comes after the company successfully raised A$100 million.
    
    Located about 130km north-west of Chibougamau, Moblan is host to high-grade spodumeme
    mineralisation. The deposit has over 17,000m of diamond drilling.
    
    A drilling program targeted for 2022 with the aim of expanding lithium resource.
    
    "Moblan in northern Québec adds to our established Abitibi lithium hub as we build the leading lithium asset base in North America," said Sayona's Managing Director Brett Lynch.
    
    "This is an important step as this expansion in our lithium resource further strengthens our capacity and plans to move downstream into lithium hydroxide/carbonate production in Québec, capturing added value and ensuring the province plays a leading role in North America's clean energy drive.