crocodile

25 posts

crocodile

crocodile

@Crococracking

Katılım Ocak 2022
45 Takip Edilen6 Takipçiler
crocodile
crocodile@Crococracking·
@PianoFan2 What are we thinking? Good News or Bad News?
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Piano Fan
Piano Fan@PianoFan2·
Galan Lithium The trading halt is requested until the commencement of trading on Wednesday, 27 May 2026 or earlier, pending the release of an operational update on the commissioning of Phase 1 production at Hombre Muerto West. $GLN $GLN.AX
Piano Fan tweet media
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crocodile
crocodile@Crococracking·
@ausstockchick Very weird that there no term sheets or any other leaks so far - GLN is usually very leaky
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that stock chick
that stock chick@ausstockchick·
Thoughts? $GLN is currently in suspension pending the release of an announcement regarding a definitive Offtake Agreement and capital raise. #lithium
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Piano Fan
Piano Fan@PianoFan2·
Galan Lithium $GLN $GLN.AX Interesting!! …looks like for the first time nobody knows anything!
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Tony
Tony@HookedOnLithium·
$GLN @GalanLithium back on the tit! phase 1 capex was US$110m, Chempsy US $40m? balance they might ask for US $50 million?
Tony tweet media
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Daniel Jimenez Sch
Daniel Jimenez Sch@D_Jimenez_Sch·
After delays and budget overruns, this was a likely outcome: IGO/Tianqi Lithium decide to stop works on its Kwinana LiOH Plant 2. Makes a lot of sense considering that Plant 1 is still not where it was meant to be. With Albemarle having made the same decision for its LiOH Kemerton plant, it is clear that i) refining minerals is mucho more challenging than thought ii) the know is in China and capex is significantly lower there (x3?) and, iii) demand for LiOH outside of China is not willing to pay a premium for a China free supply chain. We will now have to watch whether SQM/Wesfarmers' refinery can change the Australian track record. BTW would love to understand how Posco's ramp up is going ....
Daniel Jimenez Sch tweet media
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Tony
Tony@HookedOnLithium·
$GLN I took a call last week from them about the raise. Appeared the raise maybe short. Questioned if the amount raised will be sufficient to cover stage 1 capex......... *Extension of Pro-Rata Non-Renounceable Entitlement Offer.
Tony tweet media
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Tyrone Shum
Tyrone Shum@tyroneshum·
Jack Gould: Starting at 10 and Turning $5,000 Into $200,000 Jack Gould is based in southeast Queensland. Having overcome a myriad of obstacles in his young life, he’s now where he thought he might never be— heading a company, making mul @propertyinvestory rfr.bz/tnml9gx
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Galan Lithium Limited
Galan Lithium Limited@GalanLithium·
Galan Lithium (ASX:GLN) is very pleased to announce that it has entered into an offtake prepayment memorandum of understanding with Chengdu Chemphys Chemical Industry Co., Ltd in relation to the Company’s Hombre Muerto West project in Argentina. buff.ly/4cGZq2r $GLN
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crocodile
crocodile@Crococracking·
With the recent acquisitions and funding deals, how hard would $GLN rerate if funding comes through?
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crocodile
crocodile@Crococracking·
@Spearhead_Cap Either Stage 2 Offtake, Glencore Funding Approved, or recent Argentina sentiment. Which one is most likely?
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Spearhead Capital
Spearhead Capital@Spearhead_Cap·
$GLN 👀, someone skipped lunch and got hungry?
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crocodile
crocodile@Crococracking·
@terry_dog Based on how GLN is run, looks like it will get left behind even if others recover.
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crocodile
crocodile@Crococracking·
@SamsonLi7 But rightfully so dont you think? with the offtake and funding in place, this presents a significant derisking event where LKE is still nowhere near what GLN has achieved today
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Daniel Jimenez Sch
Daniel Jimenez Sch@D_Jimenez_Sch·
⁦⁦@Glencore⁩ making another bold move into the Li space. Now prepaying for an offtake with ⁦@TantalexLi⁩ who will process Li bearing tailings in the DRC. Glencore to expand DRC exposure as it pushes into lithium | Financial Times ft.com/content/df7ed4…
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crocodile
crocodile@Crococracking·
@LiBull888 @SamsonLi7 where are you getting information that they are building a carbonate demo plant?
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Samson Li
Samson Li@SamsonLi7·
You know what? Whenever I invested in a company that I like the potential of its assets/projects but I have my doubts/concerns on the management team, 90% of the time I will lose money....I genuinely believe I can be a competent strategic adviser for some exploration juniors
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