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NOM - Keliber lithium price

jonic
NOM 10.01.2022 kl 07:54 12821
Del
Lithium prices goes through the roof.

https://www.smh.com.au/business/companies/lithium-squeeze-to-drive-higher-prices-as-ev-sales-hit-fast-lane-20220109-p59muk.html

https://news.metal.com/newscontent/101718629/The-rising-trend-wont-stop-Why-does-the-average-price-of-lithium-carbonate-stand-firm-at-300000-and-accelerate-the-jump/

https://twitter.com/CDMRawles/status/1479443943863590922/photo/1
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Old school Naturlig rekkefølge Til bunnen
Fantilopen
23.01.2022 kl 19:47 7558
Del
jonic skrev It's easier to produce carbonate and I don't see problem for Keliber to produce both. Hydroxide pri..
Litt om forskjellen: https://bisleyinternational.com/what-is-the-difference-between-lithium-carbonate-lithium-hydroxide/

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Fantilopen
23.01.2022 kl 19:44 7553
Del
jonic skrev It's easier to produce carbonate and I don't see problem for Keliber to produce both. Hydroxide pri..
De begynte med karbonat i pfs, deretter «oppgraderte» de til hydroksid. Spent på hva de skriver om dette i UDFS.
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jonic
23.01.2022 kl 19:30 7534
Del
Fantilopen skrev Til info så skal Keliber prosessere litiumhydroksid. Men prisene går i taket der også. En oppdatert..
It's easier to produce carbonate and I don't see problem for Keliber to produce both.

Hydroxide price premium over carbonate has been default situation. 4680 battery cells are coming...
https://twitter.com/jczuleta/status/1483091300329181191?s=20
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Fantilopen
23.01.2022 kl 13:43 7790
Del
jonic skrev Lithium Carbonate 99.5%Min China Spot: 358,500.00 Yuan = $56,556 USD https://www.investing.com/commo..
Til info så skal Keliber prosessere litiumhydroksid. Men prisene går i taket der også.
En oppdatert dfs er ventet hvert øyeblikk («start og 2022»).
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jonic
23.01.2022 kl 10:00 7982
Del
jonic skrev Lithium carbonate spot prices in China at record high of CNY 327,500/t (~US$51,553/t) https://seeki..
Lithium Carbonate 99.5%Min China Spot: 358,500.00 Yuan = $56,556 USD
https://www.investing.com/commodities/lithium-carbonate-99.5-min-china-futures

These are crazy prices. We should revalue Keliber.
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jonic
19.01.2022 kl 22:49 8351
Del
jonic skrev European metals PFS update: https://www.investi.com.au/api/announcements/emh/7381a65f-d0b.pdf NPV8..
European Metals, and Keliber, earlier PFS price for Lithium hydroxide was $12,000/t

Similar math,
Keliber DFS with Lithium hydroxide price $17,000/t increases from 510 Meur to 900Meur
Keliber DFS with Lithium hydroxide price $22,000/t increases from 510 Meur to 1300 Meur
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jonic
19.01.2022 kl 21:33 8499
Del
densomlurer skrev Hvor mye skal de tidligere kursmålene justeres?
European metals PFS update:
https://www.investi.com.au/api/announcements/emh/7381a65f-d0b.pdf

NPV8 (post tax) increases from US$1.108B to US$1.938B, an increase of 74.9%, based upon a
lithium hydroxide price of USD17,000 per tonne which is significantly less than the current price.

...The increased NPV assumes a long-term price
for lithium hydroxide of US$17,000 per tonne. An increase in the lithium hydroxide price by 30% to USD
22,100 would increase the NPV8 (post tax) to over USD 3B...



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densomlurer
17.01.2022 kl 21:45 9013
Del
jonic skrev Lithium carbonate spot prices in China at record high of CNY 327,500/t (~US$51,553/t) https://seeki..
Hvor mye skal de tidligere kursmålene justeres?
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jonic
17.01.2022 kl 20:40 9174
Del
NoWorries skrev Supply squeeze risks are pushing lithium price higher and higher https://www.mining.com/web/supply-..
Lithium carbonate spot prices in China at record high of CNY 327,500/t (~US$51,553/t)

https://seekingalpha.com/article/4479923-top-5-lithium-pure-play-producers-biggest-expansion-plans-to-2025

https://twitter.com/CDMRawles/status/1483083323740233735?s=20
Redigert 17.01.2022 kl 20:41 Du må logge inn for å svare
Kvike11
17.01.2022 kl 07:51 9569
Del
NoWorries skrev Supply squeeze risks are pushing lithium price higher and higher https://www.mining.com/web/supply-..
Tesla køber alt op der har med lithium at gøre, det samme vil aldre store bil producenter gøre.
NOM er og bliver en guldgrubbe,
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NoWorries
12.01.2022 kl 15:43 10002
Del
Supply squeeze risks are pushing lithium price higher and higher

https://www.mining.com/web/supply-squeeze-risks-are-pushing-lithium-price-higher-and-higher/
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Sailor
12.01.2022 kl 15:01 10101
Del
Slettet bruker skrev Enorme verdier her.
Keliber har jo også rett til prospecting og utvinning i langt større områder enn det de i dag planlegger å starte opp med. Noe av området er grovundersøkt, men mye har de ikke satt borehull i en gang.
Så Keliber har nok råvarer for mange års drift, eller større uttak enn det som nå bygges opp av prosesskapasitet.

Tilsvarende så det jo innover forbi Naustdal tilsvarende grunn-og mineralforekomster som i Engebøknausen. Man behøver bare å legge en mil eller to med transportbelter i tunnell gjennom fjellet utover til Engebøanlegget til NOM. Her er det nok potensiale og råvarer til minst et hundreår med drift.

NOM er en utbytteaksje for våre barnebarn !!
Redigert 12.01.2022 kl 15:01 Du må logge inn for å svare
Slettet bruker
12.01.2022 kl 14:31 10154
Del
jonic skrev Keliber UDFS price for lithium was about 13 000 USD/t https://www.keliber.fi/en/investors/definitive..
Enorme verdier her.
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jonic
10.01.2022 kl 09:14 10698
Del
Keliber UDFS price for lithium was about 13 000 USD/t
https://www.keliber.fi/en/investors/definitive-feasibility-study/

Price for Lithium hydroxide is now about 35 000 USD/t
https://www.lme.com/en/Metals/EV/LME-Lithium-Hydroxide-CIF-Fastmarkets-MB#Price+graph
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