Net Present Value $726 Million and Market Cap of only $278 Million. Isn't that how Warren Buffett got his start? He looked for undervalued companies?
M
I started a small position here a couple months ago and will probably continue to add. Anyone think critical could make a run similar to what is going on with Frontier? I'm confused as to why Frontier is unstoppable atm, but all my other Canadian Lithium plays have been pretty stagnant.
C
Battery grade Li Carbonate $51,800/tonne now. This is unsustainable and will end up hurting EV sales There must be more investment in junior mines or shorages will only get worse . https://www.benchmarkminerals.com/lithium-prices/
C
Navigating the crazy world of today's Lithium and EV industries. Will Li Carbonate reach $60,000/tonne? https://youtu.be/OhNxe0xLh3Y
C
Still waiting for Quebec govs promise to come true. "Moreover, the Bureau de coordination des droits (BCD) project, under the responsibility of the ministère de l’Énergie et des Ressources naturelles (MERN), is intended to ensure better government coordination for the granting of rights, permits and authorizations in order to reduce the issuance times while complying with the legal and regulatory requirements and honouring the obligations incumbent on the Government regarding consultation of local and Indigenous communities. By improving the business environment for mining proponents and facilitating their approaches, the BCD will contribute, in particular, to accelerating investments and fostering quality job creation."
C
I linked to Critical Elements and Lomiko Jan 25 announcement and Yahoo deleted it, even though the story was on Yahoo's own site. Anyway...go to Lomiko to read it about the shared Northern Quebec area.
D
LONG CRITICAL
C
Article missed elephant in the room. You can't make peanut butter without peanuts no matter how many peanut butter factories you build; and you can't solve the battery shortage just by building more giga factories. The Gov and larger companies have to invest upstream into mining juniors to ensure supplies. https://finance.yahoo.com/news/u-ramps-battery-production-13-230000837.html
The U.S. is ramping up domestic battery cell production, and according to the DOE, 13 new gigafactories will open their doors by 2025
The U.S. is ramping up domestic battery cell production, and according to the DOE, 13 new gigafactories will open their doors by 2025
Rodney and Howard recap 2021's raging lithium bull and discuss why 2022 will be Lithium's Year..again.Podcast Index0:00 - 1:11 Introduction1:12 -5:21 2022 Li...
Rodney and Howard recap 2021's raging lithium bull and discuss why 2022 will be Lithium's Year..again.Podcast Index0:00 - 1:11 Introduction1:12 -5:21 2022 Li...
www.youtube.com
C
Anyone else thinking of selling? I can't afford all other stock rising while this keeps sinking. Doesn't seem to matter how good it is if no one is interested in buying
C
Why is Frontier up 125% while Critical down 21%? Frontier has the final permits but I'd think that Critical s permits are a near certainty.
Joe Lowry Tweet commenting on latest numbers: "It will have taken 7 decades for the first million MT of #lithium demand to arrive. The 2nd million MT will take less than 5 years. Think about that when “guesstimating” the price trend to 2030."
C
"At the moment there is insufficient investment into raw material supply to meet battery demand in 2030 let alone 2040, Simon Moores, CEO of Benchmark Mineral Intelligence, said.
Highlights include Critical Elements, Frontier etc. Was prior to Tesla announcement re plant in Ontario and Quebec news about investing gov funds. Full videos on Adamas website, but highlights on RK Equity YouTube channel. https://youtu.be/lJoN4GPZMDA
Rock Stock Channel summarizes 5 North American lithium presentations at Adamas Intelligence's October 21 virtual conference including:Frontier Lithium - Onta...
Rock Stock Channel summarizes 5 North American lithium presentations at Adamas Intelligence's October 21 virtual conference including:Frontier Lithium - Onta...
www.youtube.com
r
Wow, people are so sensitive in this space, panic selling is more prevalent here than anywhere else in the market, imo. THIS public bought deal is NOT BAD DILUTION!!! JUST LOOK AT THE OFFER PRICE, AND PRICE OF WARRANTS. THEY ARE NOT DILUTIVE. JS.
VOLITILITY is the name of the game, when I see these big dips I definitely don't panic, I double down buying more at the discounted price. Because I believe in my convictions that led me to take a position here in the first place.
Good luck to all the working class folks just trying to survive and taking educated risks in this the lithium space. Your investment is most likely already paying off big, and this is just the beginning. buy the dips.
z
The floor is 1.75 and now they have money, the future is bright. Great opportunity to add to our positions. 29 million comes in handy to dig mines. All positive and expected. Shows pros are running the company
r
Just remember, unless the deal is selling shares at a discount to current SP, these deals (public or private) are not very dilutive if at all. This is a good thing as it shows the stock is in demand. buy the dips or you will regret it later. JS. good luck all
S
$3 tomorrow anyone?
C
Great update by CEO on YouTube. -- Phase 2 (producing Lithium Hydroxide) in 2025. -- Phase 1 (producing spodumene) will be +6% grade. ( Note record breaking Lithium spot sales were 5.5%). -- only discussing offtake agreements that come with investment. (Note Sayona is stuck selling to Piedmont for $900 max even though spot prices are more than twice that). -- 87% recovery, best in industry
There must be more investment in junior mines or shorages will only get worse . https://www.benchmarkminerals.com/lithium-prices/
"Moreover, the Bureau de coordination des droits (BCD) project, under the responsibility of
the ministère de l’Énergie et des Ressources naturelles (MERN), is intended to ensure better
government coordination for the granting of rights, permits and authorizations in order to
reduce the issuance times while complying with the legal and regulatory requirements and
honouring the obligations incumbent on the Government regarding consultation of local and
Indigenous communities. By improving the business environment for mining proponents
and facilitating their approaches, the BCD will contribute, in particular, to accelerating
investments and fostering quality job creation."
“Right now lithium demand is growing at three times the speed of lithium supply,” he said. “That’s a big problem that needs to be solved.” " https://www.benchmarkminerals.com/membership/can-the-auto-industry-meet-ambitious-cop26-pledges/
VOLITILITY is the name of the game, when I see these big dips I definitely don't panic, I double down buying more at the discounted price. Because I believe in my convictions that led me to take a position here in the first place.
Good luck to all the working class folks just trying to survive and taking educated risks in this the lithium space. Your investment is most likely already paying off big, and this is just the beginning. buy the dips.
All positive and expected.
Shows pros are running the company
-- Phase 2 (producing Lithium Hydroxide) in 2025.
-- Phase 1 (producing spodumene) will be +6% grade. ( Note record breaking Lithium spot sales were 5.5%).
-- only discussing offtake agreements that come with investment. (Note Sayona is stuck selling to Piedmont for $900 max even though spot prices are more than twice that).
-- 87% recovery, best in industry