Saturday, 24 February 2018

Tesla Energy rEVolution M&A Chronicles: Top China Lithium Producer To Extend Deal Spree With Listing.





International Lithium Congratulates Our Join Venture Partner Ganfeng Lithium: China's Largest Lithium Producer Ganfeng Files For $1B HK IPO.





"We would like to congratulate our Joint Venture Partner Ganfeng Lithium with filing for $1 Billion Dollars Hong Kong IPO. Happy Chinese New Year to our Friends!" Commented Kirill Klip Executive Chairman of International Lithium Corp. Read more.







SQM Lithium OverSupply Scare 2.0 Aftermath: As Heard On Bloomberg - "There Is Not Enough Lithium To Make All Cars Electric".




Ganfeng Lithium is UP another 8% after Chinese Holidays, the total move is UP 28% after almost 50% correction. Succesful $1 Billion Dollars IPO in Hong Kong for the largest integrated lithium materials producer in China will bring the attention back.




Lithium Americas with Investment Stake and JV with Ganfeng Lithium.








Kirill Klip: International Lithium Corp. Presentation At Wentworth. "Lithium Race And Energy rEVolution - The World Just Before The INTERNET."






International Lithium And Ganfeng Lithium Approve $17M Budget For Mariana JV, Argentina.




“We welcome very positive developments at the Mariana JV with our partner Ganfeng Lithium,” commented Kirill Klip, Executive Chairman of ILC. “This comprehensive budget for 2018 is expected to bring the Mariana JV to important valuation milestones for the Company; preliminary economic assessment and pre-feasibility studies. We are looking forward to the confirmation that membrane technology provided by Ganfeng Lithium will allow our joint venture operation to produce lithium hydroxide in Argentina.” Read more.




LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.





Bloomberg:

 Top China Lithium Producer To Extend Deal Spree With Listing.

This article is written by the Bloomberg News team. It appeared first on the Bloomberg Terminal. 

Ganfeng Lithium Co., China’s top producer of the metal that’s used in electric vehicle batteries, will deploy proceeds from a planned Hong Kong listing to extend an acquisition spree that’s seen the company invest in projects from Ireland to Australia.

The supplier, based in Jiangxi province in the country’s southeast, will target expansions through further exploration, and plans “to continue to actively explore the possibility of acquiring further sources of lithium in order to enrich our core portfolio,” according to a filing dated Feb. 14 lodged with the Hong Kong stock exchange.

Proceeds will also be deployed to add battery production capacity, with a focus on solid-state technology, and to expand a recycling unit able to retrieve raw materials from spent cells.

“The lithium industry in 2018 will be characterized by M&A,” with Ganfeng’s listing to boost the producer’s firepower to expand across the sector’s supply chain, Chris Berry, a New York-based analyst on energy metals, and founder of House Mountain Partners LLC, said in an email. “Ganfeng’s strategy of vertical integration is the way to survive and thrive as the lithium market grows dramatically.”


Ganfeng didn’t immediately respond Friday to an e-mailed request to confirm the planned timeframe for its proposed listing and the expected value of the proceeds. Ganfeng holds an existing listing on the Shenzhen Stock Exchange. Citigroup Inc. is sole sponsor of the listing, according to the filing.

Lithium production probably needs to quadruple within a decade to meet demand for electric vehicles, a supply scenario that’s rare in the history of any commodity, Goldman Sachs Group Inc. analysts said in an Oct. 12 note. The industry is likely to require a second wave of new projects beyond the mid-2020s to keep pace with demand, according to Bloomberg New Energy Finance.

Ganfeng, currently the sector’s third-largest producer of lithium compounds, will increase its market share to about 17 percent this year, leapfrogging Chile’s Soc. Quimica & Minera de Chile SA to become second only to Albemarle Corp., according to a CRU Group study cited in the listing.

The supplier’s plans to add new production lines in China in 2018 will boost capacity and add a recycling facility capable of handling about 34,000 metric tons of used batteries a year, according to the document.

Ganfeng, which sells products to more than 10 countries, supplies the world’s tier-one battery producers and has been in discussions with leading global vehicle manufacturers, it said. Funds from the listing will also be used to offer financial assistance to Lithium Americas Corp., a project developer, and to boost research work on solid-state batteries, according to the filing.

Friday, 23 February 2018

SQM Lithium OverSupply Scare 2.0 Aftermath: As Heard On Bloomberg - "There Is Not Enough Lithium To Make All Cars Electric".



Ganfeng Lithium is UP another 8% after Chinese Holidays, the total move is UP 28% after almost 50% correction. Succesful $1 Billion Dollars IPO in Hong Kong for the largest integrated lithium materials producer in China will bring the attention back.




Lithium Americas with Investment Stake and JV with Ganfeng Lithium.








My dear friends, it looks like we have made a full circle. While The High Court in Germany is considering whether to allow (!) German cities to Ban DIEsel Cancer Hazard Polluting Cars from their streets, people are getting worried now that "there are not enough materials to go all in electric."




I will spare you from my burst of enthusiasm today: you can find all my stream of conciseness on the links below and on my feeds. I will only point out to the very important and extremely obvious observations: time and space can change everything.




Take the space first and even just only take the one dimension here into account - the distance. You can produce Electricity on the industrial scale very efficiently even if it is not yet all renewable and even before it will be all produced by Solar and Wind. Now you can transfer it, charge your Magic Device called an Electric Car and sleep in your garage with all doors closed and "Engine Running".





Now let's go back to the proper medical research and the burning eyes subject of "Clean DIEsel". Should we all propose to Chairman of Volkswagen, "who still believes in DIEsel"; Oil advertising money dirty journalists, who are still writing about "dirty electric cars" and our brave politicians, who still allow millions of Illegal DIEsel Cancer Hazard Polluting Cars to be on our streets and even continue to be sold just one pure medical scientific experiment? We will not hurt any monkeys. Let's just put all those beautiful people in the closed garages all over the world with "Clean DIEsel" engines running.



We will stop it immediately once they will realize that lying is bad. Even more. Once they are all safely out - we will help them to stop lying to all of us and to their shareholders. We will publish in all major newspapers WHO Report: "DIEsel Is Cancer" dated 2012 (!) and Ban "Clean DIEsel" everywhere. Automakers will still face billions of dollars in stranded assets, but at least they have a chance to adapt and we will have a chance to live. Otherwise, we all will be driving Electric Cars "Made in China" with "Thank you MAGA" stickers on them in the not so distant future.





Now let's add to space also the time continuum. Sun is over there for billions of years, now it has cooled enough for us to be here and now we have Another Magic: we can use safely this fusion reactor in the sky and produce Electricity. You already know the drill, as Elon Musk puts it: the first degree of physics.




And to answer the last question today: there is enough lithium to make all cars electric. It will take time, capital and new technology must be applied, but we have it on this beautiful planet. And we have enough lithium even before old 7UP bottles and seawater extraction. The question will be as usual who will have it at the right time and in the right place. It is always about time and space in these worlds.



LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.



Geo-Political Poker Game In Lithium Race: "In A Change Of Mind, China To Retain Local EV Subsidies."





As you know, these headlines are making us smile here. While the West is really busy with Reality TV "Orange Is The New Black" and a lot of people are still racing who can get more "friends" on FB and Instagram, China is moving New Energy Plan step by step with its military discipline towards the world domination in the Electric Cars Lithium Race.




"Panic is in the air. Establishment is challenged by one of them, who knows all the Rules. Donald Trump: the first presidential candidate without Corporate Prepaid Access Card - is running wild and straight into the Oval Office. He will be elected on just one slogan "Let's stop all this BS (Banking Slang) - I did it myself". He has answers for everything, he is not asking for money anyone and he can act fast. And do not hold your nose, please; it is your country, what is left out of it after air pollution and GMO attack. He talks the language the fed up with BS people can understand. They want the real change. Read more




New incentives are addressing the most important part of the New World Order Chinese Style: The Transfer of The Best Technology. Now electric cars with the best lithium batteries which are providing the longest range on a single charge will get the most subsidies. Just monitor the announcements one by one from all major automakers who are rushing to the largest auto market in the world in China.





More than 100 years old "Clean DIEsel" and "Not So Dirty Gas" ICE Age technologies are not welcomed anymore. All the best EVs Powertrains and Lithium Battery Systems like Tesla will be greeted with open arms.




China is The Centre of The Lithium Universe alreadyLithium Supply chain for Tesla Gigafactory goes all around the globe and back to China. China is moving very fast to become the largest Lithium Battery producer in the world. The best "Electric Cars Made in China" will be next. Just have a look at the recent deals in auto sector: Tencent has quietly bought a stake in Tesla, GEELY can become the largest shareholder in Daimler, Volvo and SAAB are speaking fluently Mandarin now.





Another very interesting situation will be with the M&A deals now in our beloved Lithium Universe: the landscape for the smooth operators is ready after the state of the art market manipulation with SQM Lithium OverSupply Scare 2.0 




Just monitor now who will be buying what in the lithium space while investors are still running wild from one Lithium OverSupply Research to another and losing their money on the "50 cents trades" ...




Nothing is wrong with all of that, hopefully, people here will finally stop sleeping in the garages with DIEsel engines running ... Once they can wake up and Detox, they can still try to change the world one step at a time by starting with their driveways and streets one by one. Just stop buying all that ICE Age "Clean DIEsel" Joke and vote for the future you would like for your kids with your wallet.



Happy Chinese New Year to all my Friends from China! I wish us all that the Inverted Pyramids in the Lithium Space and in the World will be stable with East and West trying to build the New World Order at the same time. Let's hope that there will be a place for all our kids here.





Kirill Klip: International Lithium Corp. Presentation At Wentworth. "Lithium Race And Energy rEVolution - The World Just Before The INTERNET."




"During our 2017 transitional year, we have built International Lithium Team of dedicated professionals who share our Values and Corporate Culture," commented Kirill Klip, Executive Chairman of ILC. “We have successfully activated all of our joint venture operations on the three continents in Argentina, Ireland and Canada. Our partners include global industry leaders, Jiangxi Ganfeng Lithium Co. Ltd. of China and Pioneer Resources Limited of Australia. Now our turn-around at ILC is completed and we are looking forward to achieving our strategic goals and increasing value for all shareholders.”




LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.



The Green Energy Metals Royalty Company: TNR Gold Announces Strategic Goals For 2018.






"During our 2017 transitional year, we have built TNR Gold Team of dedicated professionals who share our Values and Corporate Culture," commented Kirill Klip, Executive Chairman of TNR. 





“Now our turn-around at TNR is completed and we are looking forward to achieving our strategic goals and increasing value for all shareholders.”





TNR Gold CEO On Building A Green Energy Metals Royalty Company.



Chronicles Of Energy rEVolution: Kirill Klip On The 2,898% Jump In Global Demand For Lithium.

LEGAL DISCLAIMER

Please read legal disclaimer. There is no investment advice on this blog. Always consult a qualified financial adviser before any investment decisions. DYOR.