ms.latin

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ms.latin

@LatLatin

I tweet only about Lithium. This is what I know. My investments are in Lithium companies. DYOR and don’t follow my advices. I am not making money with Twitter.

Córdoba, Argentina Katılım Ekim 2015
38 Takip Edilen1.5K Takipçiler
ms.latin
ms.latin@LatLatin·
@trader_teddy sube solo por el acuerdo con General Motors que le inyecta capital; la argentina LAAC sigue igual, a pesar que la compra de Rio Tinto sobre Arcadium ($LTM) contagio, pero ambas hermanitas estan muy verdes... falta para madurar...
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ms.latin
ms.latin@LatLatin·
Do you know who will be the next CEO / MD of the new Rio Tinto Lithium Business? Guess..... Déjà vu It's somebody who knows ARG very well, and had an important / critical role during the $ALTM merger.
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ms.latin
ms.latin@LatLatin·
$ALTM Years ago Rio Tinto paid $600M per Rincon Project (medium low potential). Now it's offering $4B to $6B per Arcadium (in production). Make your own conclusions.
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ms.latin
ms.latin@LatLatin·
@cristiannmillo Exclusive: Rio Tinto in talks to buy lithium miner Arcadium, sources say | Reuters Parece que RT va invertir mucho mas; entre USD4 a 6 Billion comprando casi toda la producción hoy de litio en ARG. Ver Reuters.
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Cristian
Cristian@cristiannmillo·
Rio Tinto confirma inversión de u$s 2000 millones en Salta para construir una fábrica para procesar litio dado el avance del RIGI. -el Cronista-
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ms.latin
ms.latin@LatLatin·
@PerseusLtd If you go to read my old tweets 2021 & 2022 you can find some comments about it. I mentioned $ALLI and $GW1 as the two companies with the higher upside in terms of Li share price considering both are in early stages of development. MYOR
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ms.latin
ms.latin@LatLatin·
Eramet Li project in Salta; started exploring in 2010; expected production 2025; 15 yrs $LAC, Cauchari, started exploring in 2009; production 2023; 13 yrs Zijin (former $NLC), 3Q Li project, from 2016 to expected production 2025; 9 yrs $AKE, Olaroz, from 2008 to 2015; 7 yrs
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ms.latin
ms.latin@LatLatin·
Conclusion: a development of a Li project takes avg 10 yrs but the demand is growing year by year faster. Make your own predictions about the market.
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ms.latin
ms.latin@LatLatin·
Remember this Dec 2021 tweet. Well, today Tecpetrol (an oil company in ARG) made an offer to take over ALLI.NE (Alpha Li Co.) It was refused. In this line another ARG oil Co, Pan American Energy is evaluating several Li projects.
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ms.latin
ms.latin@LatLatin·
There are several Li projects in ARG with different levels of development I think it will all depend on the new players interested in them. My view is that chemical and energy Co's far from lithium today will start seeing friendly what is happening with Li. New wave of movements
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ms.latin
ms.latin@LatLatin·
@rnst si alguien ha visitado una fabrica verá que es un proceso muy complejo, cientos de equipos de ultima generación, ingenieros, y operarios calificados; similar a una fabrica quimica de gran nivel; el valor agregado es muy alto; hay mucho desconocimiento, en especial de politicos
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Ernesto Diaz
Ernesto Diaz@rnst·
Personalmente creo que mucha gente piensa que producir litio es sacar la salmuera y subirla arriba de un barco con destino a China. Hay que explicar muy bien el esfuerzo que implica producir carbonato de litio grado batería. Falla la comunicacion.
J@Juliantwit

La primera noticia habla de industrializar el litio para agregar valor. La segunda dice que Jujuy podría tener exportaciones de Litio por 3.000M de USD en 2023. Acaso esos 3 mil millones no son valor agregado?

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ms.latin
ms.latin@LatLatin·
@sdmoores Nothing changed in Bolivia and nothing will change in the near future. The nationalism continues as the main culture in the country, mainly in the politician's mind.
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Simon Moores
Simon Moores@sdmoores·
Bolivia signs up CATL to develop its lithium resources CATL is the fastest growing EV battery maker Still a long way to go for Bolivia but CATL’s hunger for lithium could spark a new age for Bolivia So many false starts in the past, but Bolivia will be one to watch in 2023
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ms.latin
ms.latin@LatLatin·
@CristianGeo7 La Rioja no tiene potencial en litio. Las unicas 3 provincias con litio son Salta, Jujuy y Catamarca. La Rioja fue siempre antiminera, y asi será aun peor. Catamarca hoy vive de la minería, como San Juan y otras provincias mas. La Rioja cada vez mas pobre.
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Cristian Geo
Cristian Geo@CristianGeo7·
"suspender las concesiones daña las posibilidades de desarrollo futuro, impactando no sólo a las empresas q confiaron en la provincia, sino, además, generando señales negativas q atentan contra potenciales inversores, frenando la posibilidad de producción y generación de divisas"
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Lithium Americas
Lithium Americas@LithiumAmericas·
Last Caucharí-Olaroz update video for 2022! Commissioning underway with lithium carbonate production expected in the first half of 2023. $LAC #Argentina #lithium #December
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ms.latin
ms.latin@LatLatin·
I just saw the last $LAC tweet announcing the Cauchari startup will be during 1st half 2023. I have been predicting this for long time. Just make a revision of my tweets to know the truth. $LAC is hiding things all the time. Stupid strategy. Better to show the reality.
ms.latin@LatLatin

Do you consider my last tweet was a fake news???  I haven't read anything from $LAC denying my tweet. It's like they can not tell the truth. I continue being in contact with several sources in Jujuy confirming the start up of the factory during 2022 is a miracle. It's impossible.

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Cristian Geo
Cristian Geo@CristianGeo7·
⛏️🇦🇷 Litio: “En el imaginario aparece la producción de baterías, pero eso hoy nos queda lejos”. Según una investigación independiente es “bastante improbable” que Argentina logre insertarse exitosamente en ese segmento en el corto y mediano plazo. eldiarioar.com/economia/litio…
Cristian Geo tweet mediaCristian Geo tweet mediaCristian Geo tweet mediaCristian Geo tweet media
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ms.latin
ms.latin@LatLatin·
@CristianGeo7 puro humo.... con usd100M no hacen ni los edificios.... y ni siquiera tienen un salar de donde sacar la salmuera....
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Cristian Geo
Cristian Geo@CristianGeo7·
La compañía química de Brasil, Unipar, construirá una planta de litio en el Norte argentino: inversión de más de USD 100 millones y 250 empleos directos. Parte de la inversión también se destinará al desarrollo de un parque de energías renovables. mineriaydesarrollo.com/2022/10/20/emp…
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ElithX
ElithX@ElithXlithium·
In 6 days $LAC lost roughly a quarter of its stock value. IMO this is absolutely insane and unjustified, a genuine load-the-boat/back-up-the-truck moment. Of course DYOR, we are of course in a challenging and uncertain macro environment.
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ms.latin
ms.latin@LatLatin·
In the $ORE deal, Toyota put $4M for funding Olaroz DFS with a call option of 25% of the project (valued at the NPV). Now NIO put circa $8M (AU$ 12M) for 12% of GW1, + a call option for 20 / 40% of the project at $40M / $80M Which one do you consider is better deal? and for whom?
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ms.latin
ms.latin@LatLatin·
Doing some history, I find many similarities between the 2010 agreement between Orocobre and Toyota, with the recent one between $GW1 and NIO. But it is worth mentioning that there are also many differences. It is up to each one to assume that history can repeat itself.
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Keşfet

@trader_teddy @cristiannmillo @PerseusLtd @rnst @sdmoores @CristianGeo7 @elonmusk @BarackObama