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Friday, February 28, 2014

International Lithium Strategic Partner Ganfeng Lithium Presentation ILC.v TNR.v LIT TSLA


  Tesla Gigafactory is driving a lot of interest to the Lithium sector these days. Lithium stocks were surging this week and it is time to find out who is who in this investment mega trend and separate the wannabes from serious players with projects, technicals teams and, the most important here, strong strategic partners available to provide capital and expertise to develop those projects. If this strategic partner, like in the case with International Lithium and Ganfeng Lithium from China,  happen to be one of the leaders among Integrated Professional Lithium Producers in the world it should deserve your attention. Do your own DD and always kick the tires - we will provide you with the initial information.



Lithium Stocks Surging On $5B Tesla Gigafactory Plan To Ramp Up Mass-market Electric Car ILC.v TNR.v LIT WLC.to





  "Now we have more details on Tesla Gigafactory and Elon Musk's plans  to produce Lithium Batteries on a mass scale and dramatically reduce the cost. This plan brings catalyst to the whole electric cars and energy storage industry. As we have discussed before, Lithium materials industry is getting the boost as well. Investors are taking notice and Western Lithium is already up 300% this year. Rodinia Lithium and International Lithium are getting the bids now as well. After the initial hype in the Lithium sector the main question was when the mass market for electric cars will be coming to life. Now we have this answer and access to the capital will define the new winners among Lithium Juniors. International Lithium with its strategic partner Ganfeng Lithium from China, one of the top Lithium Materials producers in the world, are getting ready for the surge in demand advancing Lithium projects in Ireland, Canada and Argentina."



  "Tesla brings the spotlight to the Lithium Battery industry and Lithium as strategic commodity. Numerous reports have shown that further rapid production development by Tesla Motors is impossible without the advance in production of Lithium Batteries. Only economy of scale can bring the cost benefits allowing Tesla Model E for electric cars mass market to happen. Tesla Model X roll out was affected as well due to the shortage of Lithium Batteries. Elon Musk replies to the challenge in style with the announcement of the Lithium Battery Gigafactory with still mysterious partners involved and a lot of rumours about the talks with Apple.
  Lithium batteries mass production means much lower prices and it will be the new long awaited catalyst for Tesla Motors and Electric Cars market in general. Situation will be even more interesting with serious development of Lithium Power Storage Batteries for Wind and Solar industries. Elon Musk's foundation of Solar City helps to bring this story up to the scale as well.
  AutoGreenBlog reports:

"The production volume is expected to be at least 30 gigawatt-hours-worth per year. That's more storage than all the lithium battery factories in the world combined produce now."
   It means that only Tesla's Gigafactory will take all Lithium supply allocated today to Lithium Batteries and the production of high purity Lithium will have to double. Industry insiders know that Nevada in no way is able to produce even any close amount of Lithium required, so it will be taken from international market."



  "Lithium ETF LIT is breaking out to the upside after the long consolidation phase and double bottom reversal in 2013. We are finally reaching the stage we were writing about for years here, when security of Lithium Supply will become the main priority not only the price. Companies like Ganfeng Lithium from China were quietly rumping up its production facilities to meet upcoming Lithium demand and acquiring strategic stakes in Lithium developers like International Lithium with projects in Ireland, Canada and Argentina. ILC.v has waken up recently in the market and we will monitor the developments next week. Junior miners with solid Lithium projects and access to the Capital with strong strategic ties to Lithium industry end-users will be the beneficiaries of this new Bull stage in Lithium market."


Lithium Catalyst: Tesla Should Focus on Battery Production TSLA ILC.v TNR.v LIT RM.v


 "Now Tesla's success will put the spotlight on the Lithium Batteries and Lithium Materials industry again. Apple and Tesla are igniting the buzz about Electric Cars again and the real business very quietly acquires the assets with strategic commodities for the electric revolution.
  Lithium industry will get another boost with this leap forward and Lithium supply will gain its strategic value. Ganfeng Lithium is already among top world lithium materials producers and its new production facilities will increase Lithium output in China for the battery industry.  Company is very active in building its supply chain with Canada based International Lithium with its projects in Ireland, Argentina and Canada."






"Now China again makes the bold move into the electric space and its lithium batteries and lithium materials industry is making very big progress under the radar screens of general investors. We are following here Ganfeng Lithium and International Lithium and they are getting into the interesting development stage of this cycle now with UK promoting electric cars and China coming back in this high stake technology game with the new force."
 "China is literally chocking with pollution and electric cars are the obvious solution for urban mobility over there. Lithium developers are out of market favour now, but wait when investors will connect the dots again. Ganfeng Lithium is already the market leader in China in the lithium strategic supply chain and  extending its raw material base with International Lithium strategic partnership. Today's news from UK are putting new perspective to International Lithium 10 million J/V development partnership in Ireland with Ganfeng Lithium. 



"Mr. Kirill Klip stated, "We are working to advance our Blackstairs Lithium project early in 2014 under the ten million dollar joint venture with strategic partner Ganfeng Lithium Co. Ltd. ("GFL"). We are also working with GFL on a corporate structure that will enable the companies to move forward on the Mariana lithium-potash brine project in Argentina."





International Lithium: Jiangxi Ganfeng Lithium to Raise $81.5 Mln via Private Placement ILC.v, TNR.v, LIT

"Now Ganfeng Lithium has the capital to advance its development programs with International Lithium. Once the tax loss selling will be over International Lithium should enjoy better market perception with further advance of Lithium properties in Ireland, Argentina and Canada. Ganfeng Lithium production facilities development shows China's appetite for strategic commodities for electric revolution in order to make transportation and personal mobility still possible after recent pollution scare."

Learn More About The Tesla Gigafactory.

Tesla Gigafactory Will Be Capable Of Supplying 500,000 EVs A Year


Tesla Giga Factory: $4B to $5B Price Tag, With Battery Production Slated for 2017

Please Note our Legal Disclaimer on the Blog, including, but Not limited to:



There are NO Qualified Persons among the authors of this blog as it is defined by NI 43-101, we were NOT able to verify and check any provided information in the articles, news releases or on the links embedded on this blog; you must NOT rely in any sense on any of this information in order to make any resource or value calculation, or attribute any particular value or Price Target to any discussed securities.



We Do Not own any content in the third parties' articles, news releases, videos or on the links embedded on this blog; any opinions - including, but not limited to the resource estimations, valuations, target prices and particular recommendations on any securities expressed there - are subject to the disclosure provided by those third parties and are NOT verified, approved or endorsed by the authors of this blog in any way.

Please, do not forget, that we own stocks we are writing about and have position in these companies. We are not providing any investment advice on this blog and there is no solicitation to buy or sell any particular company.

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Dollar Crashes Below 80.00, Euro Breaks $1.38 - Somebody Read James Rickards' Book "The Death Of Money" Already TNR.v MUX GDX

  

  We have quite a morning today. In the early trading hours US Dollar was crashed below the all-important 80.00 level to 79.84 and Euro has broken $1.38 level. With all the ongoing Currency Wars and China pushing Yuan down Gold Demand is going strongly up. Now recent increase in demand for Gold to the record numbers in China can be put in another perspective. 

Stronger & as explained in Ch 5 & Ch 9 of . Just back from the printers in NY


  Somebody has read James Rickards' new book "The Death Of Money" and playing along with it. As we have noted before, Ukraine is another battle to be lost by the US dollar as The Reserve Currency of Choice. Who is selling US Treasuries today? Is it only angry Russia or is it China raising cash to Buy Barrick Gold's vault in the ground at Pascua Lama
  Now with Yuan pushed down and US Dollar going down after the highest number on record of Chinese selling US Treasuries, Gold has no other way but to go much higher. Short squeeze will help, as some banks were encouraging to sell gold again after this very initial advance, after bottoming in 2013. We have seen nothing here yet. The Mother of Short Squeeze in Gold and, particular, in Silver is still to come.

Ukraine, Syria And Global De-Dollarization: USD To Go Down And Gold Up TNR.v MUX RGLD GDX GLD ABX





Gold Breaks 1,320: The Mother Of Short Squeeze Has Arrived TNR.v MUX GDX GLD SLV RGLD ABX GG

  "Gold is sending its Happy Valentines to all Gold Bugs today and breaks $1320 on the massive short squeeze. Gold shorts will have their Blood Friday now. The real reason for this move is the realisation of the groundbreaking shift in the structure of the Gold market with the unprecedented demand of 2,181 tons of Gold from China in 2013. Janet Yellen testimony has opened the possibility To Taper The Taper and James Rickards is calling for the Taper Pause in June. US dollar is going down very close to 80.00 level again. This level will be protected, but should the US Dollar break down below 80.00 Gold and Silver will go vertical towards $1,500 and $25 respectively.
  Our short Squeeze watch includes McEwen Mining and TNR Gold. McEwen Mining had 26.8 million shares sold short or 8.6 days to cover, according to NASDAQ. MUX.to has rocketed from December low of CAD1.80 to CAD3.27 close yesterday. Gold breakout will push shorts into the corner, but explosive move in Silver will have even more effect on this company.
  TNR Gold is still day dreaming, but move in McEwen Mining should pull out this junior out of its misery. Los Azules Copper development will be next to watch on the back of recent M&A activity in the sector and CRB - commodity index breakout to the upside."


Frank Holmes: These Gold Charts Will Make Your Heart Beat Faster TNR.v MUX GDX GLD ABX GG RGLD



"Frank Holmes presents a very interesting set of charts supporting the bullish case for Gold and Gold stocks. Now with Gold crossing 200MA we have the game changer for the Gold marker. Professional traders have positioned themselves after 20MA was breaking out to the upside and smart money has followed after 50MA. Now the retail public will start buying the new Gold Bull leg.
  Number of Gold stocks with, McEwen Mining among them, has printed The Golden Cross already, when 50MA is crossing 200MA to the upside, confirming the bullish reversal pattern. It is very bullish set up and we expect the rally in Gold stocks to widen its base to include the smaller junior miners."


TNR Gold TNR.V is one of the most intriguing microcap stories I follow. cc:



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Thursday, February 27, 2014

Lithium Stocks Surging On $5B Tesla Gigafactory Plan To Ramp Up Mass-market Electric Car ILC.v TNR.v LIT WLC.to

  


  Now we have more details on Tesla Gigafactory and Elon Musk's plans  to produce Lithium Batteries on a mass scale and dramatically reduce the cost. This plan brings catalyst to the whole electric cars and energy storage industry. As we have discussed before, Lithium materials industry is getting the boost as well. Investors are taking notice and Western Lithium is already up 300% this year. Rodinia Lithium and International Lithium are getting the bids now as well. After the initial hype in the Lithium sector the main question was when the mass market for electric cars will be coming to life. Now we have this answer and access to the capital will define the new winners among Lithium Juniors. International Lithium with its strategic partner Ganfeng Lithium from China, one of the top Lithium Materials producers in the world, are getting ready for the surge in demand advancing Lithium projects in Ireland, Canada and Argentina.



  Tesla brings the spotlight to the Lithium Battery industry and Lithium as strategic commodity. Numerous reports have shown that further rapid production development by Tesla Motors is impossible without the advance in production of Lithium Batteries. Only economy of scale can bring the cost benefits allowing Tesla Model E for electric cars mass market to happen. Tesla Model X roll out was affected as well due to the shortage of Lithium Batteries. Elon Musk replies to the challenge in style with the announcement of the Lithium Battery Gigafactory with still mysterious partners involved and a lot of rumours about the talks with Apple.
  Lithium batteries mass production means much lower prices and it will be the new long awaited catalyst for Tesla Motors and Electric Cars market in general. Situation will be even more interesting with serious development of Lithium Power Storage Batteries for Wind and Solar industries. Elon Musk's foundation of Solar City helps to bring this story up to the scale as well.
  AutoGreenBlog reports:
"The production volume is expected to be at least 30 gigawatt-hours-worth per year. That's more storage than all the lithium battery factories in the world combined produce now."
   It means that only Tesla's Gigafactory will take all Lithium supply allocated today to Lithium Batteries and the production of high purity Lithium will have to double. Industry insiders know that Nevada in no way is able to produce even any close amount of Lithium required, so it will be taken from international market.



  Lithium ETF LIT is breaking out to the upside after the long consolidation phase and double bottom reversal in 2013. We are finally reaching the stage we were writing about for years here, when security of Lithium Supply will become the main priority not only the price. Companies like Ganfeng Lithium from China were quietly rumping up its production facilities to meet upcoming Lithium demand and acquiring strategic stakes in Lithium developers like International Lithium with projects in Ireland, Canada and Argentina. ILC.v has waken up recently in the market and we will monitor the developments next week. Junior miners with solid Lithium projects and access to the Capital with strong strategic ties to Lithium industry end-users will be the beneficiaries of this new Bull stage in Lithium market.


Lithium Catalyst: Tesla Should Focus on Battery Production TSLA ILC.v TNR.v LIT RM.v


 "Now Tesla's success will put the spotlight on the Lithium Batteries and Lithium Materials industry again. Apple and Tesla are igniting the buzz about Electric Cars again and the real business very quietly acquires the assets with strategic commodities for the electric revolution.
  Lithium industry will get another boost with this leap forward and Lithium supply will gain its strategic value. Ganfeng Lithium is already among top world lithium materials producers and its new production facilities will increase Lithium output in China for the battery industry.  Company is very active in building its supply chain with Canada based International Lithium with its projects in Ireland, Argentina and Canada."






"Now China again makes the bold move into the electric space and its lithium batteries and lithium materials industry is making very big progress under the radar screens of general investors. We are following here Ganfeng Lithium and International Lithium and they are getting into the interesting development stage of this cycle now with UK promoting electric cars and China coming back in this high stake technology game with the new force."
 "China is literally chocking with pollution and electric cars are the obvious solution for urban mobility over there. Lithium developers are out of market favour now, but wait when investors will connect the dots again. Ganfeng Lithium is already the market leader in China in the lithium strategic supply chain and  extending its raw material base with International Lithium strategic partnership. Today's news from UK are putting new perspective to International Lithium 10 million J/V development partnership in Ireland with Ganfeng Lithium. 



"Mr. Kirill Klip stated, "We are working to advance our Blackstairs Lithium project early in 2014 under the ten million dollar joint venture with strategic partner Ganfeng Lithium Co. Ltd. ("GFL"). We are also working with GFL on a corporate structure that will enable the companies to move forward on the Mariana lithium-potash brine project in Argentina."



International Lithium: Jiangxi Ganfeng Lithium to Raise $81.5 Mln via Private Placement ILC.v, TNR.v, LIT

"Now Ganfeng Lithium has the capital to advance its development programs with International Lithium. Once the tax loss selling will be over International Lithium should enjoy better market perception with further advance of Lithium properties in Ireland, Argentina and Canada. Ganfeng Lithium production facilities development shows China's appetite for strategic commodities for electric revolution in order to make transportation and personal mobility still possible after recent pollution scare."

Learn More About The Tesla Gigafactory.

Tesla Gigafactory Will Be Capable Of Supplying 500,000 EVs A Year


Tesla Giga Factory: $4B to $5B Price Tag, With Battery Production Slated for 2017

Please Note our Legal Disclaimer on the Blog, including, but Not limited to:



There are NO Qualified Persons among the authors of this blog as it is defined by NI 43-101, we were NOT able to verify and check any provided information in the articles, news releases or on the links embedded on this blog; you must NOT rely in any sense on any of this information in order to make any resource or value calculation, or attribute any particular value or Price Target to any discussed securities.

We Do Not own any content in the third parties' articles, news releases, videos or on the links embedded on this blog; any opinions - including, but not limited to the resource estimations, valuations, target prices and particular recommendations on any securities expressed there - are subject to the disclosure provided by those third parties and are NOT verified, approved or endorsed by the authors of this blog in any way.

Please, do not forget, that we own stocks we are writing about and have position in these companies. We are not providing any investment advice on this blog and there is no solicitation to buy or sell any particular company.






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