Allkem ( AU0000193666 ) aus der Fusion von Galaxy Resources und Orocobre ensstanden (Seite 303)

[Pichel007]

Antwort auf Beitrag Nr.: 37.087.968 von Rockyfellow am 04.05.09 10:37:54

Ich glaube das man bei einem Penny Stock nicht unbedingt auf 10% schauen sollte
Schwupps hat das Dingen wieder 50% am nächsten Tag verloren oder noch mehr, oder geht wieder 100% hoch.
Ich glaube das wir alle Wissen das unser Geld hier nicht sicher angelegt ist.
Jeder hier ist ein Spekulant und ich spekuliere auf 1000% in den nächsten Jahren und Ihr bestimmt auch.
Also viel Glück...
Aber sagt doch mal, ich habe echt Probleme zu diversifizieren bei den Lithium Aktien.
Es gibt kaum Lithium Aktien auf dem Markt, habt Ihr da Unternehmen auf der Liste....
Sociedad, Canada Lithium und Admiralty habe ich schon, aber ist mir zuwenig.

[Rockyfellow]

Gestern wieder über 10% in Australien! Hat man schon etwas gehört? Ist der Bericht schon da?

Gruß Rock

[Kafka2000]

In AUS gestern nochmal +6,5 %. Und die scoping studie kommt ja auch...sieht gut aus!

[zopa]

Das hoffe ich auch !

Interessanterweise ist Dr Leon Eugene Pretorius (Managing Director von Deep Yellow) hier investiert.

[Kafka2000]

Quartalsbericht ist raus und kann u.a. unter www.asx.com nachgelesen werden. Orocobre ist ein neues aussichtsreiches joint venture eingegangen; außerdem soll die scoping studie in wenigen Tagen kommen.

Auf grüne Kurse!

Kafka

[Kafka2000]

Es wird in der Schätzung ebenfalls betont, dass die scoping studie fast fertig sei und bald veröffenlicht wird.

MfG

Kafka

[Popeye82]

[ORE] Olaroz Resource Estimate - Australianinvestor - 29-Apr-2009
www.australianinvestor.com.au/news.asp?id=38417

"Orocobre Limited has reported a maiden resource estimate at its Orocobre Lithium – Potash project in Jujuy province in north-west Argentina.

Geos Mining has reported an Inferred Mineral Resource of, 350 million kL of brine at 800g/kL lithium and 6 600 g/kL potassium.

The resource estimate extends to an average depth of 55 metres and is based on data collected from a 22 hole core drilling program "
www.stocknessmonster.com/news-item?S=ORE&E=ASX&N=209865

[Kafka2000]

Gestern wieder knapp 18% plus in AUS, aber immer noch keine News. Auch die Stückzahl hat sich nochmals gesteigert, fast 900 000 gehandelte Aktien. Hier könnte sich tatsächlich in diesem Jahr eine Menge bewegen. Ich bin gespannt, wo es hingeht. Es soll ja Börsenbriefe geben, die für Orocobre ein Kursziel von um die 50 ct (Euro!) für 2009 anpeilen...

[Videomart]

THE BUY SIDE: TECHNOLOGY

My money's on China to produce world-changing electric car
AVNER MANDELMAN

April 25, 2009

Avner Mandelman is president and chief investment officer of Giraffe Capital Corp. and the author of The Sleuth Investor.

[e-mail]

Once in a while an invention comes along that changes the world: Gunpowder. Printing press. Steam engine. Telegraph. Telephone. Model T Ford. Television. Computers - first mainframes, then PCs. The Internet. And now - maybe - the electric car.

I'm not talking hybrids here. I am talking a pure electric that runs on batteries, travels 200 kilometres on one charge, drives fast, consumes electricity equivalent to the cost of a gasoline engine getting 240 mpg, needs a one-hour charge for each travel hour - yet costs less than $25,000 and can be fixed by the local electrician and bicycle repairman.

Such a car, if it existed, would change the world: There'd be less pollution, less noise, less power wielded by evil madmen selling oil, less wars, less global warming, more capital for good uses ... Or am I off base? If I am, Warren Buffett is off, too. Last fall, he plunked down $230-million (U.S.) for 10 per cent of BYD, a Chinese private company making pure electrics. Some are soon to be tested in a regular corporate fleet in Portland, Ore., allegedly before being marketed and sold in North America.

Why did Mr. Buffett do it? Yes, BYD Auto's founder and chief, Wang Chuanfu, is dynamic, but the world-changing potential of the electric car is more so. And why China - are there no cheap electrics in the West? Not really. The Canadian Zenn car costs too much for the little it does; the Volt is made by the UAW (enough said); and the American Tesla has made big claims but has mostly taken deposits. Yes, you could order a Tesla today; it would cost you $100,000, run smoothly and fast, and could be charged off your home socket. But of the $100,000 price tag, $60,000 covers the battery - which lasts only three to four years, and the company makes fewer than a hundred Teslas a year. So not only is it not cheap, it's also not available.

The Tesla's problems reflect the three common problems of most Western electric cars: the need for a cheap battery that lasts; the need to produce lots of cars; and the need for a big company to back it all up. Let's take these in order.

To make an inexpensive battery ($10,000, say), you need really cheap lithium deposits, billions of dollars for a huge production line of Model T-like proportions, and super know-how. In all these the West is deficient. Yes, lithium is everywhere, but the cheapest deposits are in Australia (small), Chile (okay), and Tibet - best and large, and controlled by China (one reason Tibet will likely never be free). As for billions of dollars needed for a production line, China is among the world leaders in batteries. (BYD is also the world's biggest maker of cellphone batteries.)

As to know-how: A dirty little tech secret is that the West is a relative slouch in chemistry; few bright students study it since environmentalists gave it a bad name. In China, though, many bright people study chemistry, so most innovative batteries today are Chinese-made. One day we might see a big production line of lithium batteries close to Tibet, to power all those BYD electric cars. (Incidentally, could electric motor production be why China has been buying copper massively?)

Now, for the final reason why pure electrics can't be produced in the West. Aside from the labour-cost disparity, no big company in the West really wants to do it. China doesn't have a major stake in traditional car manufacturing, but the Japanese, South Koreans, Americans and Canadians have lots of jobs and pensions (and car dealerships) tied to existing cars, so politically things can't change quickly. (Witness Detroit and Windsor.) In particular, car companies have little interest in pure electrics. This isn't a question of a conspiracy, but of commerce. If they made a really inexpensive electric car, it would drive down the value of all their used (gasoline) cars, and would dissuade buyers of new (gasoline) cars. The Chinese don't mind wrecking the old automotive system - matter of fact, the Chinese government is 100 per cent behind the pure-electric effort. So a $20,000 to $25,000 Chinese pure electric car is likely to be sold here in three to five years, in my opinion.

And Warren Buffett will make a heap of money on it.

What would the world look like then? First off, over time, oil could become somewhat less of a factor in civilian economies. Since there would be alternatives, its competitive price would hinge on marginal cost of production. Yes, in war times oil price will zoom, but afterward electrics would put a cap on it. (FYI, oil's marginal production cost is $20 [U.S.] to $25 a barrel on average - half its current price.)

As well, the environment would look very different, with less pollution as nuclear power makes electricity smog-less. The electric grid would have to be expanded, but not immediately, because the North American grid is not fully used at night (when most cars would be charged). And yes, planes would still need petroleum, as would the machines of war, and the petrochemical industry (that's polyester for you). But cars could use electricity, so repair and spare parts would be a smaller business (aside from battery handling - lithium can be tricky stuff), so more of the manufacturing base could move offshore. And the car you'd be driving 10 years hence would likely be Chinese, with BYD nearly as big as Toyota.

Am I off base? I don't think so. As BYD's Mr. Wang said: I cannot compete with Toyota in cars whose engines have 1,500 moving parts. But my electric engines have only 45 moving parts. There I can compete.

What are the investment implications? Stocks to do with the electrical grid, nuclear power, or car electronics, yes. Investment in oil producing dictatorships, no. And closer to home: With cheap and reliable electric cars, could large suburban houses be good investments yet again?

http://www.theglobeandmail.com/servlet/story/LAC.20090425.RB…

[Kafka2000]

Das Schöne ist für uns momentan, dass die Veröffentlichung der Ressourcenschätzung zeitlich mit der Debatte über die Zukunft der Automobilbauindustrie zusammenfällt - das könnte wie ein Katalysator wirken mittelfristig. Denn diese Debatte ist noch nicht zu Ende, sondern beginnt grade erst. Dieser Umstand bietet viel Platz für Fantasie bezüglich der Entwicklung des Lithium- und Batterie-Marktes.

Also, die Gegebenheiten sprechen für Orocobre. Sollte Orocobre auf dem Weg zum Produzenten nicht scheitern, sind hier exorbitante Renditechancen möglich.

Lasst uns die Daumen drücken

Kafka