Trader, Investor & Researcher. #AIM & $ASX No advice given #DYOR πŸ‡¬πŸ‡§

Joined June 2014
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#AIM When someone says 'Do your own research' (or #DYOR) this is a good place to start for resource companies. Don't just follow the herd!
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Lithium. Upside!
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Lithium: Blows thru Year High! 5.93%
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Lithium has been trading in a range for most of this year. Is this finally a breakout on the GFEX? It's a seasonally strong time of the year for lithium demand so it could very well be the next leg up in this cycle.
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Whilst waiting for ratification, agreement of FID and at the same time churning through the Longstate shares, Atlantic Lithium #ALL $A11 has fallen so far behind its peers that it will need a 200% rise just to catch up with the new lithium bull market. I suspect that we only have a couple of weeks max before we enter the next phase and hopefully we are getting close to the endgame 🀞
May 06, 2026 #Lithium Carbonate 99.5% Min China Spot Price: $27,417.49 1 day: $ 1,535.38 ( 5.93%) πŸ“ˆ YTD: 62.18% #Spodumene Concentrate (6%, CIF China) Price: $2,730.00 1 day: $ 190.00 ( 7.48%) πŸ“ˆ YTD: 76.36% Sponsored by @LibraEnergyMats
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Canaccord 43p spec buy rating #ALL Currently 16p Research note also suggests that a funding alternative to Elevra would be "accretive to valuation". My calculations 100% agree
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Not long left for LS to churn through. About a week maybe or less. Without downward pressure #ALL will make the move back to 20p
Replying to @Trisseswe
Yes it does, not the only one though. Is #ALL $ALLIF $A11 about 2get interesting again once the Long State shares R through & Elevra position is clear? πŸ‘‰In or OutπŸ€” Awaiting updates from @keith_at_A11 & BoD on mine build & 50% (or more) available Offtake πŸ‘‰M&A or Production?
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Lithium market to enter deficit until 2035, says Canaccord - MINING.COM mining.com/lithium-market-to…
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Whilst we await news of next steps for Atlantic Lithium #ALL $A11, here's why the Ewoyaa Lithium Project in Ghana πŸ‡¬πŸ‡­ is world class: βœ… Market Cap $171m USD βœ… $10bn USD LoM Revenue (@$2400 spod) βœ… DFS 36.8Mt @ 1.24% Li02 βœ… 29.8Mt measured and indicated βœ… 5.5% Spodumene Concentrate βœ… 168,000m of drilling completed βœ… Potential 100Mt from Ghana portfolio (huge exploration upside) βœ… High purity, coarse grain βœ… Simple flowsheet, DMS only βœ… Sought after, QUALITY product βœ… Low OPEX (AISC $675) βœ… Will be a 🌏 Top 10 producer βœ… Close to port, tarmac roads & power (low costl βœ… Low strip ratio βœ… 3 Takeover Offers >33p (>$300m) βœ… Currently 15.7p βœ… Fully permitted βœ… 800m shares in issue βœ… Strong shareholder base βœ… Management heavily invested βœ… Top 20 shareholders own 65% βœ… SA Mining giant Assore hold ~30% βœ… Safe jurisdiction (now all the political antics are settled!) βœ… Ghana Wealth Fund have invested $5m βœ… Wealth Fund plan to invest a further $28m βœ… Ghana Pension Funds recently invested $5m βœ… CEO is ex GM of Mt Cattlin Lithium βœ… Strategic listing on Ghana Stock Exchange βœ… Further upside from Cote d'Ivoire lithium licences β˜‘οΈ Funding to be finalised (there's plenty of cash flying around for such an exceptional project)
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Canaccord expects lithium markets to slip into deficit this year and remain there until at least 2035, calls for "significant investment in new supply"
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πŸš€πŸ‚ LITHIUM BULL IS HERE πŸ‚πŸš€ πŸ“Š The narrative is changing FAST ⚑ Lithium prices rebounding hard ⚑ Stocks ripping higher ⚑ Demand SURGING globally πŸ’₯ EV battery demand driving a MAJOR comeback πŸ’₯ Lithium demand expected to jump 15–40% in 2026 πŸ’₯ Prices already up BIG with supply tightening ⛏️ And here’s the kicker… 🚨 SUPPLY DEFICIT INCOMING πŸ“‰ Market flipping from surplus ➑️ shortage by 2026 πŸ“Š Potential deficit up to 150,000 tonnes 🌍 Energy transition = NON-NEGOTIABLE πŸ”‹ EVs grid storage dominating demand πŸ“ˆ Lithium demand locked in for DECADES πŸ‡¦πŸ‡· Argentina = strategic GOLDMINE 🌎 Lithium Triangle = lowest-cost, highest-quality brine πŸ”‘ Critical to global supply security πŸ’‘ Translation: More demand slower supply = πŸš€ PRICE PRESSURE πŸ‚ Smart money positioning EARLY πŸš€ 2026 = YEAR OF LITHIUM πŸ’Ž Massive re-rating cycle loading #Lithium #LKE #ASX #EV $LKE $LLKKF #ALB #PLS #ELV #A11 #BatteryMetals #CleanEnergy #Argentina #LithiumTriangle #Commodities #Investing #Stocks #BullMarket πŸ”‹πŸš€πŸ’°
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#CATL Contemporary Amperex Technology Ltd πŸ‡¨πŸ‡³ #EV πŸ”‹giant plans to spend 30 billion yuan (πŸ‡ΊπŸ‡Έ$4.4bn) establishing a subsidiary company to manage & expand #mining assets🎯 🌏 energy shock means #CATL making more moves into the world’s auto & BESS markets amp.scmp.com/business/china-…
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Anyone investing in Ghana or CDI needs 2look back at the geology & see the scale. Ewoyaa’s just part of the bigger picture. IMO the scale potential is downplayed at the moment It’s a great story on the discovery. Listen to Len on how they #ALL nearly gave up on it. A good listen
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My assistant, @claudeai says we're in the #lithium bull 3.0 My @pls_global agrees While I love majors, we made good money on juniors and developers in 2.0 What are your favorite names?
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#ALL price movement suggests that someone has started the Elon rumour again lol
So according to YouTube, Elon Musk will visit Ghana next week and is buying #ALL Atlantic Lithium πŸ˜‚πŸ˜‚πŸ˜‚
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Atlantic Lithium is developing Ghana's first lithium mine at Ewoyaa β€” fully permitted, strategically located, and ready to power the global battery market. ⚑ @AtlanticLithium #ASX $A11 #Lithium #Mining #EVs #LithiumInvesting investingnews.com/stocks/asx…
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πŸ‡¬πŸ‡­ Ghana’s Parliament has ratified the Ewoyaa Mining Lease. Ghana’s first lithium mine just got a lot more real. No Investment Advice. Do your own research. #AtlanticLithium #Lithium AIM: #ALL ASX: $A11 GSE: #ALLGH
πŸ‡¬πŸ‡­ Ghana's Parliament Order Paper (18 Mar) scheduled the full constitutional ratification of Atlantic Lithium's Ewoyaa mining lease. Watching for the ASX announcement πŸ‘€ No Investment Advice. Do your own research. #AtlanticLithium #Lithium AIM: #ALL ASX: $A11 GSE: #ALLGH
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Big news @AtlanticLithium Congrats Keith Muller, Amanda Harsas, Neil Herbert and the rest of team on what is indeed a watershed moment for the company and Ghana. Considering recent Core Lithium financing, $PLS/Canmax off-take and many other indicators of the strong demand for shovel-ready spodumene projects, there should be no shortage of good options to progress to full funding and FID in the not too distant future. $A11.AX $ALL.L
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Parliamentary ratification of the Ewoyaa Mining Lease is an important milestone. It marks the point where years of technical, permitting and stakeholder work, progressed in parallel, now come together. This isn’t an endpoint. It’s the moment the project moves confidently into its next phase.
Atlantic Lithium is pleased to announce the ratification of the Mining Lease in respect of the Company’s flagship Ewoyaa Lithium Project by the Parliament of Ghana. Ratification constitutes the Parliament of Ghana’s formal approval of the proposed Ewoyaa Lithium Mine and Processing Plant, representing a significant milestone for Ghana and Atlantic Lithium. Read in full: bit.ly/3PkMCJh. #ALL #A11 $A11 #ALLGH #Lithium #Ghana #Mining
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If governments around the world were a private business they would all be bankrupt. Well #Ghana has finally ratified the mining lease for $A11 $lithium to begin development. Good news for Ghana and Arlantic shareholders. I think in the end it's a fair deal for all parties. What a pity that anything to do with government (not just Ghana) has to wait so long. Now, how about the #DRC $AVZ and Manono?
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