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Alliance Mineral the next Blue Chip - TP 1.50
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risktaker
Supreme |
29-Aug-2018 12:56
Yells: "Posts are opinions. Do not take it as investment advise " |
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Ohh i thought can buy alloance @ 20c ... lol | ||||
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laksaman57
Supreme |
29-Aug-2018 09:45
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It's a brine brine world
https://smallcaps.com.au/argosy-minerals-almost-doubles-lithium-brine-evaporation-rincon/ |
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risktaker
Supreme |
29-Aug-2018 08:53
Yells: "Posts are opinions. Do not take it as investment advise " |
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Wow tawana 2c down... drop 6.67%
Looks like tawana going 25c soon... according to 21c-29c valuation report... |
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risktaker
Supreme |
28-Aug-2018 21:38
Yells: "Posts are opinions. Do not take it as investment advise " |
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Think margin call may happen... more sellers may coke out...
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kangaroo11
Veteran |
28-Aug-2018 18:14
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haha.... in march when it was 40 cents, i say likely going down eveyone throw eggs at me lol!!! | ||||
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risktaker
Supreme |
28-Aug-2018 17:29
Yells: "Posts are opinions. Do not take it as investment advise " |
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Wow.... really 20c incoming.... | ||||
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risktaker
Supreme |
28-Aug-2018 16:09
Yells: "Posts are opinions. Do not take it as investment advise " |
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Looks like 20c is possible now... given sellers wanting to get out....no sound of 2nd DMS... and no news of fine circuit being built?
Burwill not buying? |
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risktaker
Supreme |
28-Aug-2018 09:45
Yells: "Posts are opinions. Do not take it as investment advise " |
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Unfortunately.... the whole lithium sector.is being despress by bankers.... so stay out.... as long as Trump is in power.... lithium will not be the investmemt to go....
GOP suppprter is major oil .... and bankers are squeezing the sector... Does anyone wonder.... fossil fuel have storage millions of barrels.... but does lithium have (the so call fuel of the future) and how did lithium get the oversupply label? Its all run by script according to the suppressor.... u cant win these war... let it go guys...
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Alvin2042
Master |
28-Aug-2018 09:26
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I have reassurance from u that lithium counters are bottoming out. Just do opposite from u. May not be right but at least 70% chance will be profitable.
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risktaker
Supreme |
28-Aug-2018 09:10
Yells: "Posts are opinions. Do not take it as investment advise " |
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Ok la... at least not so bad.... only up 9c...galaxy highest 3.06 now 2.85.... very downtrend.... game over for lithium play.
KDR ...PLS RALLY ALSO FADE.... GONE CASE FOR LITHIUM BB RUN ROAD... DONT BUY NOW
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risktaker
Supreme |
28-Aug-2018 08:24
Yells: "Posts are opinions. Do not take it as investment advise " |
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Opps... i thought he did LOL... thats what he tell me yesterday night he gonna short on open... LOL unborrowable LOL
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risktaker
Supreme |
28-Aug-2018 08:21
Yells: "Posts are opinions. Do not take it as investment advise " |
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LoL my friend pissed off with galaxy he shorted galaxgy now LOL making $$$ now | ||||
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risktaker
Supreme |
27-Aug-2018 16:33
Yells: "Posts are opinions. Do not take it as investment advise " |
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Friend really angry now LOL.... better dont contact him these week
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risktaker
Supreme |
27-Aug-2018 16:30
Yells: "Posts are opinions. Do not take it as investment advise " |
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SEOUL, Aug 27 (Reuters) - South Korean steelmaker POSCO 005490.KS on Monday said it had signed a deal to buy a package of mining tenements in Argentina from Australian lithium miner Galaxy Resources Ltd (GXY) for $280 million.
POSCO also said in statement that it would build a lithium plant in Argentina, with production planned to start from 2021. Galaxy Resources halted trading of its shares in Australia ahead of the announcement. Galaxy had in May agreed to sell mining tenements in northern Argentina to POSCO. @@@@@ jat lat.... USD 280 million going galaxy...@@@@@ |
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laksaman57
Supreme |
27-Aug-2018 15:48
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Today you laugh at him, tomolo you may get laughed at. | ||||
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risktaker
Supreme |
27-Aug-2018 11:44
Yells: "Posts are opinions. Do not take it as investment advise " |
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Lol my friend very sad today.... he dump galaxy last week.... now trading halt... banging table | ||||
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laksaman57
Supreme |
27-Aug-2018 10:33
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No visible sellers, don't mean no sellers. Dyodd | ||||
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risktaker
Supreme |
27-Aug-2018 09:13
Yells: "Posts are opinions. Do not take it as investment advise " |
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Guess sellers run out liao? Support @ 28.5 looks good | ||||
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risktaker
Supreme |
26-Aug-2018 08:22
Yells: "Posts are opinions. Do not take it as investment advise " |
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Merger Debt + Dilution
On or about 5 February 2018, Lithco executed a $5 million loan agreement (Loan Agreement) with Red Coast Investment Limited (Red Coast), an investment company nominated by Weier Antriebe und Energietechnik GmbH. + Current revenue prepayment agreement with the offtake partner of $12.5 million. + Tawana is currently negotiating the terms of a proposed $15 million debt facility, and progressing other financing arrangements with a view to reducing Tawana?s exposure to cash flow risks during the initial phase of the Bald Hill Project. + In March 2018, AMAL executed a loan deed for $13 millionwith a consortium of investors to fund the development of the Bald Hill Project. As at 30 April 2018, $8 million of this loan was drawn down. As at the date of this Scheme Booklet, the loan has been fully drawn down. + Transaction and other costs incurred (or which are expected to be incurred) by the Merged Group in relation to the implementation of the Scheme are currently estimated at approximately $18.8 million (excluding GST), which comprises stamp duty liabilities, costs associated with the appointment of financial and legal advisers, accounting and technical expert fees and various other costs. + Tawana management has also advised that some major capital expenditure items have scope to be delayed by up to 12 months. Further, they have also advised that they are in early stage discussions with parties to provide a further working capital facility. + Pending court cases - circa $2.8m *Dilution subsequent to 30 April 2018: ? on 6 July 2018, Tawana issued 12,195,000 Tawana Shares to raise approximately $4.9 million (before costs) and ? 11,653,060 Options were exercised at an average price of $0.158 per Option to raise approximately $1.8 million and ? on 2 May 2018, AMAL issued 76,522,804 AMAL Shares to sophisticated and institutional investors outside of Singapore to raise approximately $25.2 million (before costs) and ? on 4 July 2018, AMAL issued 13,000,000 AMAL Shares to Burwill Holdings Ltd to raise approximately $4.2 million (approximately S$4.3 million) (before costs) and ? on 24 July 2018, AMAL issued 3,275,115 AMAL Shares to an institutional investor and 7,600,000 AMAL Shares to Canaccord (as underwriter) to raise approximately $3.6 million (approximately S$3.7 million) (before costs). Who?s in charge? Lithco is appointed Manager of the Bald Hill Project and carries out and manages all Joint Venture Activities on behalf of the parties, subject to the control and direction of the Committee. Subject to certain limitations and contrary instructions of the Committee, the Manger may exercise all rights it would have if it was carrying out the Joint Venture Activities on its own. The Manager must not exercise its rights in a manner which contravenes or exceeds an approved work program or budget (except in limited circumstances), nor enter into a contract or incur an obligation or liability without the prior approval of the Committee. Major Shareholders? Only two Tawana Shareholders will become substantial shareholders in AMAL as a result of the Scheme: Weier Antriebe und Energietechnik Gmbh will hold approximately 6.4% (Burwill jv partner) and Tribeca Investment Partners (who is also currently a shareholder of AMAL) will hold approximately 6.0% (assuming no other acquisitions are made). Independent assessment Based on the results above, we consider the value of a Tawana share prior to the implementation of the Scheme, on a minority interest basis, to be between $0.210 and $0.299, with a preferred value of $0.254. @@@@@ saw this post on tawana.. guess someone trying hard to smash alliance price down @@@@@ |
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risktaker
Supreme |
25-Aug-2018 18:07
Yells: "Posts are opinions. Do not take it as investment advise " |
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https://www.morganstanley.com/spc/knowledge/managing-wealth/research/auto-industry-bracesforelectricshock/
Auto Industry Braces for Electric Shock By 2050, there may be one billion electric vehicles on the road worldwide, bringing opportunities?and challenges?for automakers and the supply chain. With advances in technology and growing consumer acceptance, the automobile industry's electric-powered future is in sight. But what are the business implications for manufacturers as the world flips the switch from combustion to battery? Spurred in part by existing and proposed emissions legislation that could sharply increase the cost of manufacturing internal combustion engines, as many as one billion battery electric vehicles (BEVs) could be on the road throughout the world by 2050. Under that scenario, by mid-century BEVs would comprise as much as 90% of all vehicle sales. According to a new Morgan Stanley report, the effects of this shift will be dramatic for automakers but they will be far from the only industry disrupted, with opportunities and challenges throughout the automotive supply chain. How this transition plays out will have significant impact on component suppliers, semiconductor manufacturers, commodities, chemical producers and players in capital goods. Automakers Change Lanes While a handful of automakers have already launched BEVs, increased consumer interest?and an increasingly tight regulation landscape?will lead others to do so. Already, a few large automakers who don?t have electric-powered models have announced plans to introduce their own BEV lines. Adam Jonas, Morgan Stanley?s Head of Global Auto & Shared Mobility Research, says ?A confluence of competitive, technological and regulatory forces have pulled-forward auto maker?s plans to aggressively introduce EVs over the next 3 to 5 years vs. 20 to 25 years previously. The path from here involves many hundreds of billions of dollars of capital investment across the sector stack including autos, commodities, cap goods and the supporting infrastructure.? For automakers, BEVs are a game changer. Currently, they control much of the value of the car by designing and producing the major structures, powertrain, major systems and, of course, branding and distribution. But the shift to BEVs means up to 50% of the value of the car could migrate from mechanical to electrical systems and electronics. Without control over powertrain, and with greater supplier content than ever before, it could be much harder for the major automakers to maintain their competitive position, branding, and pricing power. Further, it could be much easier for new competitors to enter the market since a greater portion of vehicle parts could be outsourced. According to Harald Hendrikse, Morgan Stanley?s Equity Analyst for European Autos & Shared Mobility, the range of profitability outcomes for these players is wide and will likely rely on factors such as BEV growth, price impacts on internal combustion vehicles, and gross margins for electric vehicles. Powering the Future Battery costs have been a major barrier to increasing BEV penetration. While battery costs have dropped nearly 30% per year for the past five years, that decrease largely has been a function of improved production scale, which now is diminishing. ?Most of the battery cell costs are driven by the price of materials and composition,? Hendrikse says. ?Around half of the component cost of the battery cell is in the cathode. Improvements in the energy density of the cathode?the terminal through which electric current flows?will reduce the amount of metal required per kilowatt hour, thereby lowering the metal requirement and the metal price risk.? Cathode manufacturers are gearing up for substantial increases in production but could face associated pressure on their pricing levels. Demand for battery components like copper, cobalt and lithium could increase sharply, as could prices. Semiconductors are also critical for improving the range of a BEV, and recent developments in silicon carbine technology offer the possibilities of 20% more mileage from a single battery pack, along with 20% less charging time. Further Down the Supply Chain In the auto supply chain, BEVs could drive new opportunities for suppliers since newer products typically have higher prices and higher margins. Wide adoption of BEVs will also expand the need for an entire new level of electrical and electronic systems that don?t exist in internal combustion vehicles. However, the picture isn?t entirely rosy for suppliers. Legacy suppliers for seats, wheels, tires and safety mechanisms should make the transition somewhat seamlessly, but powertrain, transmission and fuel systems manufacturers who have built business models around internal combustion will likely face headwinds as BEV adoption increases. The Future of Charging Finally, mass adoption of BEVs will also require a more robust charging infrastructure which could present opportunities for utilities and capital goods. While many charging points will be private or residential?about 1.8 million of the existing 2 million charge points worldwide now are?questions remain about the number of faster public charging stations required, who will provide and maintain them and which customers will be permitted to use them. According to Nicholas Ashworth, Co-Head of European Utilities Research, a consensus has yet to emerge on the number of public charging points needed to service the BEV fleet. Current numbers vary widely from country to country, depending on the maturity of the market. Several possibilities exist around the development of public stations, ranging from those sponsored by automakers and available only to drivers of their vehicles, to those financed and maintained by governments or utilities, or perhaps another model. How to pay for such charging also remains an open question, now that free charging seems to have gone by the wayside. ?There are also schemes where the end user pays a fixed monthly fee affording them unlimited miles, akin to mobile phone pricing,? says Ashworth. ?This is a nascent market, and there will be many different ways to pay for BEV charging in the coming years.? |
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