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Hi Everyone.
I was recently in Hong Kong and met Dr Bubb. After talking for sometime He invited Me to post in GEI about Australian Lithium Mining companies.see attachment.

My background in Lithium is that I have been investing in the Australian Stock Market Lithium companies for the last two years.
I have invested in AGY,AJM,DKO,GXY,KDR,LRS and PLS. Im currently only invested in LRS.

I dont claim to be a Lithium Investment guru. However I will provide links to people with specific Lithium knowledge.

I will be posting about the companies that Ive invested in and information links to the other companies and relevance of Lithium as an investment.

Looking forward to other posters and discussions in this topic.

Kelvin Corbett.

 

============

 

(In edit: Message from DrBubb):

 

I much appreciate this new thread, and the opportunity to communicate with KC through the GEI website.

For those interested in the situation for international Lithium-related stocks, there is another thread you may also want to visit.

There are some charts there, for stocks like LIT (the Lithium sector etf), and SQM, etc.:

In the posts below, I will add some charts on the Australian stocks, which can be updated with a click, like this one:

(Btw, this chart shows that there is likely to be strong resistance at $26. It will be interesting to see if many of the stocks

in the Lithium sector encounter strong resistance at the same time.)

 

> The Lithium Thread (etf: LIT)

Global X Lithium ETF / LIT ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / composition: 15 stocks (94.5%)

LIT-AllData_zpspnpun6q6.gif

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We have just discussed the BMI Lithium Index showing that lithium prices are strengthening again. Now you know why it is happening. BMI Lithium Index is weighted by volumes of Lithium Carbonate and Lithium Hydroxide and gives you the real picture of the supply chain for high-tech applications like batteries. Lithium Hydroxide is used to make cells for the lithium batteries like Tesla is using made by Panasonic now. International Lithium's Strategic partner Ganfeng Lithium supplies Panasonic and BYD among many other battery makers in the Electric Car space. Now you have the picture ...

 

Lithium-Li2CO3-SA.png

> Lithium Carbonate - to Aug.2016 / source: https://licoenergymetals.com/lithium/

BYD backed by Warren Buffet is solidly in the lead in the lithium race in China this year. All in all new record of 43,441 electric cars sold in China in November must be put in the perspective. It took GM 7 years to sell 100,000 Chevy Volts from 2009! Two BYD electric cars are leading the sales in China: BYD Tang with 29,895 and BYD Qin with 21,047 units sold respectively. BYD has 4 of its EVs among the top-selling electric cars in China with BYD e6 18,077 and BY e5 13,219 sold by the end of November. And now we can see what I was talking all this year about. China is the Centre of the Lithium Universe now. BYD already sold 92,375 electric cars by December 2016! What took GM 7 years, will be done by BYD in China in just 1 year.


We also have a very healthy new dynamic in China EVs sales now: Zotye Cloud EV is taking the first place in sales in November with 5,024 units, followed by Geely Emgrand / Dorsett EV with 3,799. Actually, BYD is not among top 5 best selling electric cars in China in November at all. We have the emerging competition in the EV space when the quality and price metrics will be driving the coming tide. The Switch will happen so much faster than anybody is expecting now. There are 25 companies in China which are making 51 models of electric cars in China now. EV sales in China are going exponential now: up 36% from the last October and 56% year over year, pulling the plug-in market share to a record 1.4%, above the Europe (1.2%) and U.S. (1.1%).


Now you can better understand what is coming next: China is pushing for Zero Emissions Mandates with EVs reaching 8% of all new cars sales by 2018 and 12% by 2020! The Chinese electric cars market is the largest in the world now and will reach over 350,000 new electric cars in 2016 with total fleet of 650,000 estimated by the year end (The whole world had just 1.3 million on the roads in early 2016), it will be followed by Europe with 630,000 and by the U.S with 560,000. It is very important to note that we are talking here only about electric cars. To be precise EVs include electric buses and other utility vehicles like trucks. We are getting very close to my magic 1 million EVs sold just in 2016 and 2 million units in EV fleet on the world's roads. This is what I call The Switch: last 12 months we have almost doubled the amount of EVs in the world. It took us all our history to make first million of electric cars before 2015 and only 12 months to double that amount now. Read more.




Electric rEVolution: BMI Lithium Price Index In December Shows Prices Strengthening.




"I will throw a few numbers just to give you a teaser here. The rest is on this blog for those who are ready to learn. The cost of Lithium in your iPhone is $1 dollar, in Tesla's Lithium battery cost of Lithium is 2-3% in the price of the finished product. We are in a generational shift 2 to 7,000: 2 is the number of the batteries in your father's remote control, more than 7,000 is the number of lithium batteries in Tesla Model S. It takes 63 kg of LCE (Lithium Carbonate Equivalent) to build Tesla Model S 70 kWh battery. Every 1% increase in sales of Electric Cars as part of total auto sales brings new demand for 70,000 t of LCE. Total production last year was 160,000 -180,000 t of LCE. During all our humankind history 1,000,000 EVs were sold before 2015. This year alone we can get 1,000,000 electric cars sold. Worldwide we are still close only to 1% of Electric cars in total auto sales. BYD - EV auto

Kiril Klip

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IMPORTANT

 

Chart below says it all #EV #production # growth. Winners are #lithium asset owners. $PLS $BGS $AJM are my picks 2017 BOOM. https://t.co/9olF0a481g

 

 

@kelvincorbett @china #spodumene Shanxi province. $Chengtun has a #lithium mine & processing plant. Lithium deposits all small scale. Boom

 

Warren Buffett's #BYD Tops 10,000 #EVs Sales For The Fifth Month In A Row With 73% Growth From 2015. https://t.co/ovQYfwce2g #Lithium #ILC https://t.co/qomcs84H6r

 

BYD has been officially recommended to supply 50 ebuses to Argentina. To better satisfy market demands, BYD plans to build a local plant. https://t.co/VZKeh8lrol

 

China's BYD to get new line of credit to expand new energy business in Brazil, producing more e-buses,solar panels. https://t.co/u9NDHQI7ww

 

BYD President and Chairman Wang Chuanfu presents the Adaptation Plans and Assessment Award to the Mayor of Paris @Anne_Hidalgo Hidalgo https://t.co/0HM4aqkuDD

 

BYD President and Chairman Wang Chuanfu signs the electric bus order with Patricia de Lille, Mayor of Cape Town #Cities4Climate #C40Awards https://t.co/9vqTveBPC5

 

#BCN in advanced negotiations with significant Asian offtake partner for battery grade lithium - rapid market growth #aim #lithium #invest

 

#Audi to launch 5 new electrified models in #China, including one with 500km of range https://t.co/EvEkgp63sS https://t.co/irXT6noawW

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Twitter Links:

 

Strategic Partner #Ganfeng Lithium To Increase Equity Ownership In International #Lithium. https://t.co/33wTo840KK #ILC $ILC.v $TNR.v #Li

 

#TheSwitch The International #Lithium “battery grade” and global material producer #Ganfeng advantage

 

Chile's $SQM $30 mil U.S. penalty. It will be longer than the market expects to develop #lithium resources #Chile.

 

https://t.co/RwDeu8p1RO

 

 

The battery megafactories are coming. 166GWh of new capacity and counting. Industry was 70GWh output in 2016 @benchmarkmin tracking them.

 

Norway's capital has just temporarily banned diesel cars from its streets https://t.co/qgv5cYo7m7

 

@NVEnergyMetals @KirillKlip +100

#EnergyStorage

#Lithium

#GigaLithium

#GridStorage

+

#Battery Storage For #Utility Off-Peak #OverGeneration

 

This island in American Samoa now runs on nearly 100% solar energy thanks to 5,300+ solar panels & 60 Tesla Powerpacks https://t.co/65Jm8rvXs9

 

In a Tesla + SolarCity future every home can go solar https://t.co/lQEBCyUr6h

 

"98% of our electricity comes from solar panels & Powerwall." @gilmoremermoz https://t.co/EPLyeb7Ivhmoo

 

Solar roof glass tile vs. conventional roof tile https://t.co/AnGWJ07jub

 

Tesla owners break EV record by reaching the Tibetan Plateau, world’s highest plateau at ~4,500 m altitude https://t.co/hlcDmp2fjn

 

#Lithium City & Wall Steet Traders got notice of something NEW W a "growth from $1 Billion to $4 Billon overnight." https://t.co/cTnzYAx58Y

 

$RMX in Breakout at 3.9c while $GPP keeps falling $RMX more growth $12mMC $2mCash #lithium in Utah Run just starting! #ASX #trading https://t.co/goANOIdddJ

 

Is There Enough Lithium to Maintain the Growth of the Lithium-Ion Battery Market? https://t.co/i7MyMb9xS7 https://t.co/Mghia14wTR'>https://t.co/Mghia14wTR

 

Is There Enough Lithium to Maintain the Growth of the Lithium-Ion Battery Market? https://t.co/i7MyMb9xS7 https://t.co/Mghia14wTR

 

Dear @BillGates > $1 billion of capital is needed for #lithium resources to support the battery mkt. $LAC $GXY $PLS https://t.co/JLBxLnu3nY

 

Two names to avoid for #lithium analysis @business and @Macquarie. $TSLA $ALB $FMC $SQM https://t.co/3Sz8IxhFW0

 

#MutualAppreciation > for #lithium insight like no other follow veteran industry expert @lowryjp #battery #batteries

 

#InternationalLithium – the #Chinese bet on #salares https://t.co/gYIM3KdCRx $ILC.V #lithium #Ganfeng #ILC #Argentina #supplychain #China https://t.co/P8alHg8qR8

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Company Links

 

Producers:

 

Lithium Hydroxide Market Overview, Cost Structure Analysis, Growth Opportunities and Forecast to 2021

 

By prity.c@absolutereports.com | January 11, 2017

 

Lithium Hydroxide Market analysis is provided for global market including development trends by regions, competitive analysis of the Lithium Hydroxide market. Lithium hydroxide is a compound formed of the white, soft metal lithium bound to a hydroxide group with the formula LiOH. It is commercially available in anhydrous form free of chemical bonds to water, though it is a hygroscopic chemical by nature that is also sold in monohydrate form as LiOH H2O.

 

Browse more detail information about Lithium Hydroxide market report at: http://www.absolutereports.com/global-lithium-hydroxide-market-by-manufacturers-regions-type-and-application-forecast-to-2021-10515606

 

Market Segment by Manufacturers, this report covers

 

FMC

SQM

Rockwood

Simbol

Tianqi Lithium

Jiangxi Ganfeng Lithium

Zhonghe

GRM

HAOXIN LIYAN

General Lithium

 

Scope of the Report:

 

This report focuses on the Lithium Hydroxide in Global market, especially in North America, Lithium Hydroxide Market in Europe and Asia-Pacific, Lithium Hydroxide Market in Latin America, Lithium Hydroxide Market in Middle and Africa. This report categorizes the market based on manufacturers, regions, type and application.

 

Market Segment by Regions, regional analysis covers

 

North America (USA, Canada and Mexico)Europe (Germany, France, UK, Russia and Italy)Asia-Pacific (China, Japan, Korea, India and Southeast Asia)Latin America, Middle and Africa.

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Australian Lithium Mining Companies with JORC Resources 2015

For a wider view of companies with lithium interests see: List of Australian Mining Companies with Lithium deposits/interest

Disclaimer: The data on Australian-Lithium.com is intended as a guide only and is provided purely as an indication of what information can be found through official announcements. Data on this website should not be used to make an investment or trading decision. All information should be carefully cross-checked against official sources for accuracy. The publisher (Intaanetto.com) will not be held liable for any loss arising from the use of this website. Persons associated with Intaanetto hold one or more of the stocks mentioned on this page. Please note that this is a rapidly changing field and that the data contained will inevitably be out of date some of the time; meaning that you should not rely on it to make investment decisions and consequently you must do your own research.

Altura Mining

ASX Code: AJM ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$0.16 (range: 0.051 - 0.282)

AJM-5yr_zpse2ma4agj.gif
http://www.alturamining.com/

Has Lithium JORC Resource
25.16mt at 1.23% for 309,431t - Pilgangoora project Port Hedland-Pardoo-Marble Bar: Shallow, hard rock spodumene lithium (Li) deposit.
http://alturamining.com/?page_id=131
=====

 

 

Galaxy Resources Ltd

ASX Code: GXY ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$0.62 (range: 0.135 - 0.695)

GXY-5yr_zpssrwe4umm.gif

http://www.galaxyresources.com.au/

Has three Lithium JORC Resource
Mount Caitilin, Ravensthorpe - Western Australia ~Contained Li2CO3 171,500t, Tantalite 2,555.875 t (Jan 2010)
15MT ore at 1.08% Lithium Oxide, Tantalite 161ppm -

Sal De Vida - Argentina ~ A maiden JORC-compliant Reserve estimate of 1.1 million tonnes of retrievable lithium carbonate equivalent and 4.2 million tonnes of potassium chloride (potash or KCI) equivalent.... Galaxy controls 100% of the brine mineral rights over more than 385 square kilometres on the eastern half of the Salar del Hombre Muerto. The western half of the Salar is the site of Argentina’s only commercial scale lithium mining operation owned by Minera del Altiplano, a subsidiary of FMC Corporation. The Fenix operation has been producinglithium since 1997 and according to FMC’s website has a mine life of over 75 years.

James Bay, Canada ~ Contains indicated resources of 11.75 million tonnes grading at 1.30% Li2O and inferred resources of 10.47mt grading at 1.20% Li2O.
=====


Orocobre Ltd

ASX Code: ORE ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$4.48 (range: 2.18 - 5.05)

ORE-5yr_zpscgsuy2dh.gif

http://www.orocobre.com.au/

Argentina, South America.
In late April, Orocobre reported a maiden resource at Olaroz of 350 million kilolitres of brine at 800 g/kL Li and 6,600 g/kL K, equivalent to 1.5 Mt of lithium carbonate and 4.4 Mt of potassium chloride. Then in early May, the company advised that it had completed a scoping study over the project. The study revealed potential to develop a long life operation with production of 15,000 tpa lithium carbonate and 36,000 tpa potash. The resource base had potential to support future expansions and there was further exploration potential beneath the current resource. Testing resulted in attractive lithium and potassium grades and low magnesium. Capital costs were in the range of US$80 - 100 million with low cash operating costs. The completion of a BFS had also been factored in and was estimated to costs US$2 million and be completed by mid-2010. The company had committed to completion of the BFS. Lithium brine Mg:Li ratio of 2:1
=====


Neometals Ltd

ASX Code : NMT ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$0.395 (range: 0.155 - 0.52)

NMT-5yr_zps8pjcqgnk.gif

http://www.neometals.com.au/lithium.php

Mt Marion, Western Australia ~ Current JORC-compliant resource of 14.8Mt @ 1.3% Li2O.
(Neometals 70% and Mineral Resources 30%)
=====


Pilbara Minerals Ltd

ASX Code: PLS ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$ 0.545 (range: 0.305 - 0.87)
PLS-5yr_zpsxog5xrse.gif

http://www.pilbaraminerals.com.au/

PLS’s flagship asset is its Pilgangoora Lithium Project in WA. The company to date has determined a JORC Resource of 80.2Mt at 1.26% Li2O, equivalent to 1.7Mt of contained LCE. Pilgangoora is the world’s 2nd largest hard rock lithium deposit, ranking only behind the world class Greenbushes mine. Compared to other emerging hard rock lithium producers, Pilgangoora ranks above average in terms of size, grade, and costs, as well as demonstrating favourable metallurgy to date

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Hi Corbee,

 

Thanks for starting this thread.

I'm not sure that this is the right section, since it may not get notice much here.

 

I am going to migrate it to the Mining Stock section, leaving a link here, and in the Trading section.

And then I will come back an look at some charts....

I will add them above - please be patient as I do some editing

 

I happily acknowledge your expertise in this area, and hope that many GEI readers will have a look and post here (eventually)

 

> for Global Lithium stocks, see also: The Lithium Thread (etf: LIT)

 

As for joining GEI to post here, newcomers can do that here (see post#2): DrB Diary - 2015 LANDING Page / & J0IN GEI

 

 

P.S.

I have not yet invested in Australian Lithium stocks.

But have some small experience with Canadian quoted juniors, like ILC.v (International Lithium Corp), which was then controlled by Kiril Klip

but I am not invested at the present time. The ILC chart is looking interesting, as it tests long term support.

 

This one looks pretty interesting - you own it, right?

What's the fundamental story here?

ASX Code : LRS / Latin Resources ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d

LRS-all_zpskemmtdge.gif

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Australian Lithium Mining Companies with JORC Resources 2015

 

For a wider view of companies with lithium interests see: List of Australian Mining Companies with Lithium deposits/interest

 

Disclaimer: The data on Australian-Lithium.com is intended as a guide only and is provided purely as an indication of what information can be found through official announcements. Data on this website should not be used to make an investment or trading decision. All information should be carefully cross-checked against official sources for accuracy. The publisher (Intaanetto.com) will not be held liable for any loss arising from the use of this website. Persons associated with Intaanetto hold one or more of the stocks mentioned on this page. Please note that this is a rapidly changing field and that the data contained will inevitably be out of date some of the time; meaning that you should not rely on it to make investment decisions and consequently you must do your own research.

 

Altura Mining

ASX Code: AJM ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$0.16 (range: 0.051 - 0.282)

AJM-5yr_zpse2ma4agj.gif

http://www.alturamining.com/

Has Lithium JORC Resource

25.16mt at 1.23% for 309,431t - Pilgangoora project Port Hedland-Pardoo-Marble Bar: Shallow, hard rock spodumene lithium (Li) deposit.

http://alturamining.com/?page_id=131

=====

 

 

Galaxy Resources Ltd

ASX Code: GXY ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$0.62 (range: 0.135 - 0.695)

GXY-5yr_zpssrwe4umm.gif

http://www.galaxyresources.com.au/

 

Has three Lithium JORC Resource

Mount Caitilin, Ravensthorpe - Western Australia ~Contained Li2CO3 171,500t, Tantalite 2,555.875 t (Jan 2010)

15MT ore at 1.08% Lithium Oxide, Tantalite 161ppm -

 

Sal De Vida - Argentina ~ A maiden JORC-compliant Reserve estimate of 1.1 million tonnes of retrievable lithium carbonate equivalent and 4.2 million tonnes of potassium chloride (potash or KCI) equivalent.... Galaxy controls 100% of the brine mineral rights over more than 385 square kilometres on the eastern half of the Salar del Hombre Muerto. The western half of the Salar is the site of Argentina’s only commercial scale lithium mining operation owned by Minera del Altiplano, a subsidiary of FMC Corporation. The Fenix operation has been producinglithium since 1997 and according to FMC’s website has a mine life of over 75 years.

 

James Bay, Canada ~ Contains indicated resources of 11.75 million tonnes grading at 1.30% Li2O and inferred resources of 10.47mt grading at 1.20% Li2O.

=====

 

 

Orocobre Ltd

ASX Code: ORE ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$4.48 (range: 2.18 - 5.05)

ORE-5yr_zpscgsuy2dh.gif

http://www.orocobre.com.au/

 

Argentina, South America.

In late April, Orocobre reported a maiden resource at Olaroz of 350 million kilolitres of brine at 800 g/kL Li and 6,600 g/kL K, equivalent to 1.5 Mt of lithium carbonate and 4.4 Mt of potassium chloride. Then in early May, the company advised that it had completed a scoping study over the project. The study revealed potential to develop a long life operation with production of 15,000 tpa lithium carbonate and 36,000 tpa potash. The resource base had potential to support future expansions and there was further exploration potential beneath the current resource. Testing resulted in attractive lithium and potassium grades and low magnesium. Capital costs were in the range of US$80 - 100 million with low cash operating costs. The completion of a BFS had also been factored in and was estimated to costs US$2 million and be completed by mid-2010. The company had committed to completion of the BFS. Lithium brine Mg:Li ratio of 2:1

=====

 

 

Neometals Ltd

ASX Code : NMT ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$0.395 (range: 0.155 - 0.52)

NMT-5yr_zps8pjcqgnk.gif

http://www.neometals.com.au/lithium.php

 

Mt Marion, Western Australia ~ Current JORC-compliant resource of 14.8Mt @ 1.3% Li2O.

(Neometals 70% and Mineral Resources 30%)

=====

 

 

Pilbara Minerals Ltd

ASX Code: PLS ... All-data : 5-yrs : 2-yrs : 6-mos / 10-d / close: A$ 0.545 (range: 0.305 - 0.87)

PLS-5yr_zpsxog5xrse.gif

http://www.pilbaraminerals.com.au/

 

PLS’s flagship asset is its Pilgangoora Lithium Project in WA. The company to date has determined a JORC Resource of 80.2Mt at 1.26% Li2O, equivalent to 1.7Mt of contained LCE. Pilgangoora is the world’s 2nd largest hard rock lithium deposit, ranking only behind the world class Greenbushes mine. Compared to other emerging hard rock lithium producers, Pilgangoora ranks above average in terms of size, grade, and costs, as well as demonstrating favourable metallurgy to date

many thanks for starting this thread.A very thought provoking topic.I won't add much to it but I'll be here to learn.

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