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Gibt es Meinungen zu dem Heutigen Deal von PLS und den die Auswirkungen auf den Li- Sektor Chinese battery giant buys discount stake in Pilbara Minerals https://www.mining.com/chinas-catl-becomes-pilbara-minerals-… Dazu auch etwas aus HC I think it might be little, but good for the sector as Chinese... I think it might be little, but good for the sector as Chinese companies continue to acquire lithium assets. CATL invested in North American Lithium which has a small low grade hard rock mine, it was shut down in April 2019 and North American Lithium is also in a bankruptcy court case with its creditors, and invested in AVZ's neighbour. It's logical for them to acquire lithium assets. PLS, currently has four offtake partners with total annual quote of 915kt spodumene (stage 2 800k, stage 2 nameplate 1.2mt), given usually fetch 85% of nameplate, there would be around only 87kt spodumene available. North American Lithium director set up an Australian company last year, and invested in AVZ. Another interest observation, top 1 nominee account, has continued increasing AVZ holdings. EV mass adoption is likely to come after 2023-2025, current developed and developing deposits can reach around 1mt LCE (less 200kt for other sectors), which could support around 15m annual EV sales. 15m EV is around 15% of the global annual car sales. Greenbushes mine can mine up to around 2034. Interesting time ahead. I expect the lithium sector to start to recover within next few weeks as China electric car sales pick up and more global carmakers start producing EVs. https://hotcopper.com.au/threads/running-discussion-on-sp.41… |
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| aus der Diskussion: | AVZ Minerals Strong Outperformer |
| Autor (Datum des Eintrages): | alessio19 (05.09.19 21:10:15) |
| Beitrag: | 4,408 von 13,078 (ID:61422545) |
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