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I think ALK's stock price can be driven by private equity funds. If management sells TVL shares to private equity fund at a high price, ALK shares will go up, and if TVL shares are sold at a low price, ALK will go down.
and battery companies may invest in TVL. If a battery company invests, it invests to obtain lithium carbonate or lithium hydroxide from TVL, not because of stocks.
Lelele, I hope you are ok and in good health.
Genuinely, I would suggest you do what the thread you started says - "think".
If I was your dad , I'd tell you to go get a job that you might be good at because you clearly do not understand Alkemy Capital and what TVL is to Alkemy.
To save you any more embarrassment I'd probably stop posting and do some reading. Really do try and understand the company because its very clear you do not.
Have a great weekend and keep on shorting. Sometimes a big loss leads to a quicker route to a painful lesson. You are heading for a painful lesson, so please , take the weekend to do a full read up on just who , what and why are involved in Tees Valley site, the backers, the players looking to make deals and with whom they will be dealing with.
You were told this 2-3 weeks ago but you still fail to understand.
Dont put in on any bet what you cannot afford to lose and lose quickly. Just a tip from a person who also learnt the hard way, try losing £150,000 on one share.
Yep and now I trust nobody not a CEO or CFO.
The guys with boots in the mines are the best to listen too and high grade private wealth investors ie Australian Wealth Funds know lithium inside and out. They dont get the wool pulled over their eyes very often, its in their blood.
Hh :)
I have a lot of investment experience. Don't worry.
and I have no loss. The reason why I posted it is because tvl is a subsidiary company. and tvl is not listed.
TVL is not listed because it is a wholly owned subsidiary of ALK, ie it is effectively a Privately owned Company ~ so what could possibly be of concern. I would assume that UK Company Law is mature enough to require ALK to include all TVL finances in its annual reporting ?.
Chinasyndrome ( 882 posts ), good repost. Lelele ( 18 posts ) half of which say the same which are unfortunately wrong so 9 of any value says it all.
Lelele just doesnt get it.
Even"IF" ALK spin off TVL they will be the deciding factor = the benifactors of any deal.
An example to a degree not a set loke for like.
CUSN Cornish Metals have let CL Cornish Lithium have access to the land that CUSN have legal rights to
CL have had to pay giving CUSN x amount of equity and will pay royalties on any production revenue.
Even "IF" this did happen and TVL was spun out , Alkemy Capital - the money men - would most certainly be making sure ALK were on top of any deal.
To be clear i'd give it a 20% chance with the current global land grab of anything lithium related. Big majors out there ie GM buying in to Rhyolite lithium mine DIRECTLY !!!
VW have this week stated they ARE 100% looking at buying in to or fully a lithium mine capable of high volume. LCE.
I don't think you understand me.
Now ALK owns 100% of TVL. "But the future doesn't".
because Management will raise funds in a "variety of ways". :)
and Have you ever bought an unlisted stock? I also invest in unlisted stocks.
Unlisted stocks also have prices per share. haha
I think in the future ALK will earn more than the current market capitalization.
But it has to be thought differently than stock yields.
Please read TVL's funding schemes.
I'm not saying anything negative. I just think about how much stock profit I can get. lol
There is a lot of lithium in the world, but there is not much lithium available yet. So they need lithium (Mou is not binding). And they need money to build factories.
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alk doesn't need technology. Because another company designs the factory.
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Many companies want state support, but JOHN WALKER said not to rely on the state. (I agree)
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I hope they make binding documents and money soon. and I hope that British lithium can be sold at a good price in the EU market.
I think alk management is watching GL1.asx :)
ALK needs to sign binding sales and supply contracts to get a lot of money from major investors or financial investors (banks).
The UK government funds electric vehicle charging stations. But there is no mention of lithium production.
https://www.ft.com/content/e848d2ef-bbf3-46b4-bc29-c46c8e620990
Is Alk's stock price down because of this news?
Yes, I think so,..... That and the worries over P Atherly's other venture (Pensana) as to whether or not it will receive funding. There was some disappointment that HMG's green day offered no more support to PRE's critical metals venture. It remains to be seen if funding will come from investors rather than HMG.
Reading the FT article, The Ozzie buyer has already bought the technology and employed the staff, it is just the site purchase where the dispute arises.
Just heard from my Oz mates in Perth that PA is there doing the circus act for the big lithium guys now the British Volt /Recharge deal is bust,,, embarrassing panic move. He is learning the Li crowd is rich and smart not desperate hopefuls like the the REE punters,,
His capex estimates apparently got laughed out of the stadium.
This could get messy
what do you mean by messy???? Thx
Well when a public company has a market capitalisation of £11 mm. It’s pretty much owned by 3 gentlemen and not much money in Treasury.
As of today real capex for Li Hudroxide plant is $1.5bn. Hmm the Capital Asset Pricing Model I studied at the LSE doesn’t really stack up.
Another pundit described it as an elaborate hoax !
So yes that should cover messy
Regarding funding, PA has publicly stated that he is not interested in HG funding because the total pot is too small compared to the number of companies that want apiece of the pie.
Personally, I think he's hoping for a t/o bid to get him out of La grand merde!!
Sorry, for HG read HMG.
daytrader i still don't get the messy bit -you're saying because the market cap is £10m he has no chance of raising the $300m , by 1.5bn I assume you mean all 4 trains
Oh boy I give up. No supply contracts ,, no offtakes. Although in principle that s the easy part. Power usage astronomical and the renewables won’t even get close,,
Yes and it’s very messy. You ever seen one of these babies up and running it ain’t pretty
Oh hold on. We will build a Hydrogen plant next door too …
Jesus wept
Hey patch speaking of jokes ,, you still calling the share price to £10. I saw you said it was undervalued at £2.75 a couple of months back. You subscribe to the Benny Hill School of Economics
The goal of growing a company in a growing industry is good.
Buying a small company stock is like buying a lottery ticket.
Good luck to me. :)