Allkem ( AU0000193666 ) aus der Fusion von Galaxy Resources und Orocobre ensstanden (Seite 153)
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| 264,05 | -13,14 | |
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Antwort auf Beitrag Nr.: 55.143.575 von MissDaisy am 15.06.17 10:40:25eine Börsenbewertung von >A$3 Mrd? Kannst du das auch begründen? Oder ist hier (wohl eher) der Wunsch Vater des Gedankens?
Antwort auf Beitrag Nr.: 55.143.293 von MissDaisy am 15.06.17 10:08:25KORREKTUR! ich habs heute mit den kommastellen ;-(
langfristig sehe ich den kurs weit jenseits von €10, aber zwischenzeitlich wird es wohl zw. €2-€3 etwas rumpendeln...bis zu den naechsten zahlen.
langfristig sehe ich den kurs weit jenseits von €10, aber zwischenzeitlich wird es wohl zw. €2-€3 etwas rumpendeln...bis zu den naechsten zahlen.
Here are the full PDF details
Extracted from the Orocobre web link
The cost of extracting vital battery material is likely to create a ‘supercycle’ and drive up prices
Manufacturing batteries for electric vehicles such as the Tesla Model S requires large supplies of cobalt and lithium
JUNE 9, 2017 by: Henry Sanderson
A year ago, Tesla Motors founder and chief executive Elon Musk quipped that lithium was only the “salt on the salad” for the batteries that are vital to the US
company’s electric cars.
Fast forward 12 months and concern is growing among analysts, and some other carmakers, that the supply of what Mr Musk dismissed as mere “salt” will
not be able to keep pace with demand as the expansion of electric vehicles begins to erode the world’s century-long reliance on oil.
“There’s a pivot,” says John Kanellitsas, vice-chairman of Lithium Americas, a miner that is developing a lithium project in Argentina. “There’s much more
consensus on demand; we’re no longer even debating demand. We’re shifting to supply and whether, as an industry, we can deliver.”
Prices for lithium carbonate, used in the cathode of a battery, have more than doubled since 2015, according to consultancy CRU. Asset managers, including
BlackRock and Capital Group, have recently bought up shares in smaller lithium producers, while there is speculation that battery and carmakers could also
begin to invest in miners to secure a tighter grip on supply.
Some now point to the possibility of a “lithium supercycle”, echoing what unfolded in the iron ore market at the turn of the 21st century, when Chinese
demand drove prices higher.
“It took many years for [iron ore] supply to catch up with demand — this will be the case in battery materials if capital is not available to develop new
projects,” says Reg Spencer, an analyst at Canaccord Genuity, who forecasts that $3bn of investment is needed to extract more lithium from the deserts of
South America and hard rock in Australia.
“We saw several examples of steel mills acquiring iron ore resources or investing in mine capacity to ensure security of supply, something we might expect in
battery materials as well,” Mr Spencer added.
This week a representative from Volkswagen told a lithium conference in London that supplies of lithium and cobalt, another battery metal, are of the
greatest concern to the carmaker, according to people present at the event. In April BYD, the Chinese electric car and bus company part-owned by Warren
Buffett, said it was talking to lithium producers in Chile about potential deals to secure lithium supply.
Last month Swiss bank UBS became the latest to raise its forecast for penetration of electric vehicles by more than 50 per cent. It now estimates EVs will hit
14 per cent penetration globally by 2025 and 30 per cent in Europe as the cost parity with conventional fuel vehicles is reached in the next few years.
“While all battery materials are abundant, mining and refining capacity could represent a bottle neck when EV demand takes off, even if only temporary,”
UBS analysts noted.
The growing anxiety about supply comes as the production of lithium remains dominated by a handful of companies: Albemarle, Sociedad Química y Minera
de Chile, and Chinese producers Tianqi Lithium and Ganfeng Lithium, which produce from Australia.
Dr David Deak, chief technical officer at Lithium Americas, who formerly worked as an engineer for Tesla, says the lithium market needs to grow from its
annual production of 182,000 tonnes to an average of 3.1m tonnes for 20 years to electrify the world’s fleet of vehicles.
Production of lithium is dominated by a handful of companies: Albemarle, Sociedad Quimica y Minera de Chile, and Chinese producers Tianqi Lithium
and Ganfeng Lithium, which produce from Australia © Reuters
Others remain confident that miners can meet the challenge given that lithium is abundant in the earth’s crust. Analysts at consultancy CRU expect supply to
ramp up and the market to be in a surplus from 2018 onwards.
“It will be a healthy market for producers of lithium, but there’s so much lithium to be found on the earth, there’s no shortage of lithium,” Willem
Middelkoop, founder of the Commodity Discovery Fund in the Netherlands, says.
Still, supply from new projects has been slow to come to the market. Financing is also trickier because lithium prices cannot be hedged like traded
commodities such as copper via futures.
“Many people overestimate the simplicity of supply coming on,” says Richard Seville, chief executive of Orocobre, which built the first lithium brine project
in 20 years in Argentina.
All of which suggests the hunt for the “salt” may intensify further.
Extracted from the Orocobre web link
The cost of extracting vital battery material is likely to create a ‘supercycle’ and drive up prices
Manufacturing batteries for electric vehicles such as the Tesla Model S requires large supplies of cobalt and lithium
JUNE 9, 2017 by: Henry Sanderson
A year ago, Tesla Motors founder and chief executive Elon Musk quipped that lithium was only the “salt on the salad” for the batteries that are vital to the US
company’s electric cars.
Fast forward 12 months and concern is growing among analysts, and some other carmakers, that the supply of what Mr Musk dismissed as mere “salt” will
not be able to keep pace with demand as the expansion of electric vehicles begins to erode the world’s century-long reliance on oil.
“There’s a pivot,” says John Kanellitsas, vice-chairman of Lithium Americas, a miner that is developing a lithium project in Argentina. “There’s much more
consensus on demand; we’re no longer even debating demand. We’re shifting to supply and whether, as an industry, we can deliver.”
Prices for lithium carbonate, used in the cathode of a battery, have more than doubled since 2015, according to consultancy CRU. Asset managers, including
BlackRock and Capital Group, have recently bought up shares in smaller lithium producers, while there is speculation that battery and carmakers could also
begin to invest in miners to secure a tighter grip on supply.
Some now point to the possibility of a “lithium supercycle”, echoing what unfolded in the iron ore market at the turn of the 21st century, when Chinese
demand drove prices higher.
“It took many years for [iron ore] supply to catch up with demand — this will be the case in battery materials if capital is not available to develop new
projects,” says Reg Spencer, an analyst at Canaccord Genuity, who forecasts that $3bn of investment is needed to extract more lithium from the deserts of
South America and hard rock in Australia.
“We saw several examples of steel mills acquiring iron ore resources or investing in mine capacity to ensure security of supply, something we might expect in
battery materials as well,” Mr Spencer added.
This week a representative from Volkswagen told a lithium conference in London that supplies of lithium and cobalt, another battery metal, are of the
greatest concern to the carmaker, according to people present at the event. In April BYD, the Chinese electric car and bus company part-owned by Warren
Buffett, said it was talking to lithium producers in Chile about potential deals to secure lithium supply.
Last month Swiss bank UBS became the latest to raise its forecast for penetration of electric vehicles by more than 50 per cent. It now estimates EVs will hit
14 per cent penetration globally by 2025 and 30 per cent in Europe as the cost parity with conventional fuel vehicles is reached in the next few years.
“While all battery materials are abundant, mining and refining capacity could represent a bottle neck when EV demand takes off, even if only temporary,”
UBS analysts noted.
The growing anxiety about supply comes as the production of lithium remains dominated by a handful of companies: Albemarle, Sociedad Química y Minera
de Chile, and Chinese producers Tianqi Lithium and Ganfeng Lithium, which produce from Australia.
Dr David Deak, chief technical officer at Lithium Americas, who formerly worked as an engineer for Tesla, says the lithium market needs to grow from its
annual production of 182,000 tonnes to an average of 3.1m tonnes for 20 years to electrify the world’s fleet of vehicles.
Production of lithium is dominated by a handful of companies: Albemarle, Sociedad Quimica y Minera de Chile, and Chinese producers Tianqi Lithium
and Ganfeng Lithium, which produce from Australia © Reuters
Others remain confident that miners can meet the challenge given that lithium is abundant in the earth’s crust. Analysts at consultancy CRU expect supply to
ramp up and the market to be in a surplus from 2018 onwards.
“It will be a healthy market for producers of lithium, but there’s so much lithium to be found on the earth, there’s no shortage of lithium,” Willem
Middelkoop, founder of the Commodity Discovery Fund in the Netherlands, says.
Still, supply from new projects has been slow to come to the market. Financing is also trickier because lithium prices cannot be hedged like traded
commodities such as copper via futures.
“Many people overestimate the simplicity of supply coming on,” says Richard Seville, chief executive of Orocobre, which built the first lithium brine project
in 20 years in Argentina.
All of which suggests the hunt for the “salt” may intensify further.
Antwort auf Beitrag Nr.: 55.143.101 von MissDaisy am 15.06.17 09:46:17Haha lächerlich... und warum??? Weil sie millionen gewinne schreiben? Weil der lithium preis in die höhe schnellt? Weil ore ein lowcost produzent ist? Der kurs wurde eindeutig nach unten manipuliert... den shortern rennt der ore kurs und der lithium preis davon... das ganze ist ein klares kaufsignal! Bis oktober sehen wir neue Höchstkurse!
!
Dieser Beitrag wurde von MODelfin moderiert. Grund: auf eigenen Wunsch des UsersTrading Spotlight
Antwort auf Beitrag Nr.: 55.142.984 von aceton am 15.06.17 09:32:23Und UBS empfiehlt Orocobre aufgrund des steigenden Bedarfs.
Somit kann sich jeder eine eigene Wahrheit basteln.
Somit kann sich jeder eine eigene Wahrheit basteln.
!
Dieser Beitrag wurde von MODelfin moderiert. Grund: auf eigenen Wunsch des Users
Antwort auf Beitrag Nr.: 55.142.729 von MissDaisy am 15.06.17 09:00:50
Das ist ein Übersetzungsfehler. Nicht der Bedarf steigt, sondern die Versorgung mit Lithium (= supply).
Dann stimmt die Welt wieder (leider).
Zitat von MissDaisy: hier eine begruendung, warum heute, zwischenzeitlich, der kurs um 10% gesunken ist...weil der bedarf schneller steigt als angenommen! verkehrte welt, imho
Das ist ein Übersetzungsfehler. Nicht der Bedarf steigt, sondern die Versorgung mit Lithium (= supply).
Dann stimmt die Welt wieder (leider).
hier eine begruendung, warum heute, zwischenzeitlich, der kurs um 10% gesunken ist...weil der bedarf schneller steigt als angenommen! verkehrte welt, imho
http://www.fool.com.au/2017/06/15/why-these-4-asx-shares-hav…
http://www.fool.com.au/2017/06/15/why-these-4-asx-shares-hav…
Antwort auf Beitrag Nr.: 55.139.318 von Tom987 am 14.06.17 17:06:46Schnell noch eine Erklärung hinterher geschoben, um deinen zeitlich unglücklich gewählten Post vom 12.06. zu übertünchen ...
Da hattest du noch von lediglich 2 Optionen für die Shorties gesprochen ... aktuell läuft wohl Option 3.
Egal, ich bin jedenfalls kurz davor bei 2,7€ raus, weil bei der Shortquote und den Profis, die da am Werk sind, die Wahrscheinlichkeit für den aktuellen Kursverlauf nicht gerade niedrig war, und man das am Kursverlauf der Vergangenheit auch immer wieder schön nachvollziehen kann.
Werde bei 2-2,2€ wieder einsteigen. Hat auf unterschiedlichen Kursniveaus bei Orocobre schon ein paar Mal funktioniert. Ist aber natürlich ne individuelle Entscheidung bzgl. des Anlagehorizonts und muss jeder selber wissen.
Langfristig bin ich aber auch deiner Meinung, dass die Aktie weiteres Potential hat, tue mich aber schwer mit Push-Formulierungen wie "die Party hat gerade erst begonnen" etc.
Ist für mich in der Regel ein Kontraindikator ...
Grüße
Al
Da hattest du noch von lediglich 2 Optionen für die Shorties gesprochen ... aktuell läuft wohl Option 3.
Egal, ich bin jedenfalls kurz davor bei 2,7€ raus, weil bei der Shortquote und den Profis, die da am Werk sind, die Wahrscheinlichkeit für den aktuellen Kursverlauf nicht gerade niedrig war, und man das am Kursverlauf der Vergangenheit auch immer wieder schön nachvollziehen kann.
Werde bei 2-2,2€ wieder einsteigen. Hat auf unterschiedlichen Kursniveaus bei Orocobre schon ein paar Mal funktioniert. Ist aber natürlich ne individuelle Entscheidung bzgl. des Anlagehorizonts und muss jeder selber wissen.
Langfristig bin ich aber auch deiner Meinung, dass die Aktie weiteres Potential hat, tue mich aber schwer mit Push-Formulierungen wie "die Party hat gerade erst begonnen" etc.
Ist für mich in der Regel ein Kontraindikator ...
Grüße
Al
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Allkem ( AU0000193666 ) aus der Fusion von Galaxy Resources und Orocobre ensstanden
