Pilbara Minerals. WKN: A0YGCV
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Eröffnet am: | 20.04.16 12:59 | von: brunneta | Anzahl Beiträge: | 127 |
Neuester Beitrag: | 25.04.21 02:04 | von: Leonieayhya | Leser gesamt: | 59.718 |
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Der Lithiumboom ist noch ganz am Anfang
http://www.wallstreet-online.de/nachricht/...erals-lithiumboom-anfang
Ist dann Schwierig noch aufzuspringen
Liegen lassen und genießen,
Ist hier bei pls echt etwas zäh, aber sowas wie bei MGX ist Ausnahmefall,
Aber wenn wir im halben jahr oder nachstes jahr bei einem euro stehen können wir uns doch auch erfreuen
(Wunschdenken von mir :) )
Ach so...:-)...dachte ich doch...habe richtig ab und zu, dass ......
Yeaahhhh und Grüüüünnn usw. vermisst...:-)
Ich nehme an, dass Ihr trotzdem im "alten" Forum reinschaut, ansonsten
kein Problem, ich schaue auch bei Euch rein und poste das gleiche, auch
in Euren speziellen Forum...:-)...ich finde jeder soll schreiben was er will.....
Dem sagt man auch DEMOKRATIE und FREIE MEINUNGSÄUSSERUNG...:-)
GOOO PLS GOOO !!!
Aber an Hand der vielen positiven Faktoren und der jetzigen Vollfinanzierung kann es jetzt eigentlich nur noch steil nach oben gehen!
Oder wie seht Ihr die weitere Entwicklung?
Ein Riesen Potenzial das jetzt endlich zur Produktion gebracht wird.
Darauf haben doch sehr viele zu lang gewartet mich eingenommen.
Jetzt kann das Direktorat zeigen wofür es da ist.
Ich denke mal wir werden alle Überrascht!!!
Zu sehr sind die Explorer Spekulationsobjekt und der Kurs spiegelt nicht die realen Werte wider.
Erst wenn die Einnahmen/Ausgaben/Nachfrage EV stimmt, kann man Charttechnik hier anwenden.
MinRes shares have climbed nearly fivefold since the start of 2016 and other more “pure play” lithium stocks have done even better. Let’s look at some more and you will see that even ho-hum company announcements capture investors’ imaginations in the “lithium rush”. A more specialist play in the lithium sector, Orocobre has been under the pump to ramp up the production from its 66.5 per cent owned Olaroz facility in northern Argentina. The expectations were that it would double capacity over time, but progress has been slow and cumbersome. Orocobre delivered a presentation this month which simply implied there would be “multiple expansions”, without any noticeable evidence backing this up. Still, its shares have spiked 24 per cent in the past few weeks. Altura Mining is a West Australian company that has hitched itself on to the lithium bandwagon, having secured offtake contracts and a scheduled production of 200,000 tonnes a year. Altura’s stock has increased 10 per cent in the past few weeks on not much news at all really, other than that it said at its AGM that stage one of its project is on track and 50 per cent complete. The sector flag bearer for many in the lithium sector is Pilbara Minerals, which has returned about 17 per cent in the past weeks on pretty much no news except that it’s in a non-binding discussion with a Korean company to build a lithium hydroxide plant in Korea. Will it keep going is the $64 billion question. I think so. I am a big believer that electric cars are the future, and of course this means batteries will be needed in bigger and bigger supply. Based on current calculations, you would need 35 times the capacity of one Tesla gigafactory to supply the world’s electric vehicles in the next decade. That’s a lot of lithium. Batteries are made of other substances, namely graphite, cobalt and nickel, but lithium offers the best opportunities for investors because its producers are generating cash flow now or will do so in the near future. Australia is in the box seat because it’s got some mines that are in production or are nearing production. To date lithium brines — evaporated salt lakes — which are predominantly in South America, have provided the majority of lithium supply. Brines have produced high value end products such as lithium carbonate and lithium hydroxide, which can be used almost directly by battery makers. However, faced with the sharp increase in demand from a number of new, large-scale battery makers, lithium brine sources will not meet the demand because of longer construction lead times for the mines, high capital intensity, greater technical complexity and political considerations. Hard rock lithium mining is providing the alternative. It is a complex process and results in an extracted “spodumene” concentrate being shipped to a ‘converter’, normally in China. Approximately 7.5 tonnes of concentrate is required to produce 1 tonne of lithium carbonate. The spodumene concentrate is a lower value product than the lithium carbonate of the brine producers but can be very profitable, if produced efficiently at low cost in open pit mine operations. My view is that the existing producers and those that are nearing production will experience big increases in cash flow, which will lead to a rerating of those stocks. Cash is still king in the momentum-based world of battery speculation. Richard Hemming is an independent analyst who edits undertheradarreport.com.au
http://www.theaustralian.com.au/bus...g/...d22344d6d3b97251e78fd6e784