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AMG - Lithium hydroxide factory EU 2023 (updates)

162 Posts
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  1. Atoa 11 januari 2022 19:51
    Goede ingenieurs worden niet via een jobsite gevonden maar via headhunters.
  2. forum rang 8 Hopper58 11 januari 2022 20:04
    quote:

    legendaries schreef op 11 januari 2022 19:22:

    [...]

    Ben blij dat ze via hun career site daar al hard mee bezig zijn :')

    " There are no positions currently available."

    Dit ging over de sites in Brazilië en Duitsland. Dus nu verleden tijd.
  3. Biobert 11 januari 2022 20:56
    Ik heb het gevolgd maar vond het een moeilijk verhaal waarvan de finacieele successen ver in de toekomst liggen. Ik stap niet in terwijl ik er voordien wel zo over dacht.
  4. drooglegging1920 11 januari 2022 21:11
    Ja komt erg stroperig over allemaal helaas met weinig echt spectaculaire dingen op zeer korte termijn. Hopelijk worden de conservatieve ebitda verwachtingen stelselmatig overtroffen dat is dan de enige hoop
  5. forum rang 5 rene66 11 januari 2022 21:14
    Video: AMG German site will be ready in 2023 to produce 20,000 #hydroxide but they talk of increasing production of #lithium #battery materials to 100,000 over time. Plant fed from their 90kta Brazil #spodumene mine which will grow to 130kta.

    twitter.com/LithiumIonBull/status/148...
  6. forum rang 6 Just lucky 11 januari 2022 21:24
    quote:

    Biobert schreef op 11 januari 2022 20:56:

    Ik heb het gevolgd maar vond het een moeilijk verhaal waarvan de finacieele successen ver in de toekomst liggen. Ik stap niet in terwijl ik er voordien wel zo over dacht.
    Moeilijk verhaal of niet, de ebitda gaat stevig omhoog en de evt. IPO van alleen spodume is m.i. al 1,5 mld $ waard (uitgaande van de vergelijkbare waarderingen). Ik gaf op 25 euro al aan dat we rond de cijfers op min. 35 staan, voor mij genoeg reden om in te stappen.
  7. forum rang 8 Hopper58 12 januari 2022 07:34
    Ik heb gisteren de koers in de gaten gehouden want na het debacle bij FlatexDEGIRO van vorige week was ik op mijn hoede. Ben dan uiteindelijk aan 30.57 € weer redelijk bescheiden ingestapt. Hoop dat het standhoudt. Op de lange termijn geloof ik er in ieder geval in.
  8. Lithium Koning 13 januari 2022 12:59
    Lithium carbonate prices in China rose to 306,500 yuan/tonne in the second week of January, amid rising global demand and tightening supplies. Upward pressure can be attributed to continuously increasing demand from lithium battery manufacturers, amid projections of higher electric vehicle sales.

    According to Benchmark Mineral Intelligence, battery manufacturer’s lithium carbonate stocks are at low to non-existent levels due to high demand for EV battery production. Global electric vehicle sales are estimated to have increased by 160% during 2021, while deliveries in China are expected to double in 2022 to over 5 million sales. Meanwhile, miners in China cannot keep up with increased orders. According to Chinese lithium traders, producers are having difficulty in fulfilling their long-term contracts, as the current mining pace cannot match demand.

    EU doe je ding met AMG Lithium.
  9. Duurzame Harrie 25 januari 2022 11:00
    Lithium carbonate prices in China rose to 358,500 yuan/tonne in the second half of January, amid high global demand and difficulty of securing supplies. Prices have surged over 25% this year from continuously increasing demand from lithium battery manufacturers, especially for electric vehicles. Global electric vehicle sales are estimated to have increased by 160% during 2021, while deliveries in China are expected to double in 2022 to over 5 million sales. Meanwhile, battery manufacturers race to secure long-term supply contracts due to mineral scarcity and environmental concerns with mining. On January 20th, the Serbian government revoked mining giant Rio Tinto’s exploration licenses following extensive protests of environmental concerns. The now-defunct project would have been worth USD 2.4 billion and was estimated to produce enough lithium for 1 million electric vehicle batteries.
  10. Duurzame Harrie 2 februari 2022 09:39
    Lithium carbonate prices in China rose to 377,500 yuan/tonne in the second half of January, amid high global demand and difficulty of securing supplies. Prices have surged over 25% this year from continuously increasing demand from lithium battery manufacturers, especially for electric vehicles. Global electric vehicle sales are estimated to have increased by 160% during 2021, while deliveries in China are expected to double in 2022 to over 5 million sales. Meanwhile, battery manufacturers race to secure long-term supply contracts due to mineral scarcity and environmental concerns with mining. On January 20th, the Serbian government revoked mining giant Rio Tinto’s exploration licenses following extensive protests of environmental concerns. The now-defunct project would have been worth USD 2.4 billion and was estimated to produce enough lithium for 1 million electric vehicle batteries.
  11. Klaas Vaak 16 februari 2022 13:02
    Lithium carbonate prices in China were at 402,500 yuan/tonne in mid-February, amid high global demand and difficulty of securing supplies. Prices have surged over 25% this year from continuously increasing demand from lithium battery manufacturers, especially for electric vehicles. Global electric vehicle sales are estimated to have increased by 160% during 2021, while deliveries in China are expected to double in 2022 to over 5 million sales. Meanwhile, battery manufacturers race to secure long-term supply contracts due to mineral scarcity and environmental concerns with mining. On January 20th, the Serbian government revoked mining giant Rio Tinto’s exploration licenses following extensive protests of environmental concerns. The now-defunct project would have been worth USD 2.4 billion and was estimated to produce enough lithium for 1 million electric vehicle batteries.
  12. [verwijderd] 16 februari 2022 13:22
    quote:

    Klaas Vaak schreef op 16 februari 2022 13:02:

    Lithium carbonate prices in China were at 402,500 yuan/tonne in mid-February, amid high global demand and difficulty of securing supplies. Prices have surged over 25% this year from continuously increasing demand from lithium battery manufacturers, especially for electric vehicles. Global electric vehicle sales are estimated to have increased by 160% during 2021, while deliveries in China are expected to double in 2022 to over 5 million sales. Meanwhile, battery manufacturers race to secure long-term supply contracts due to mineral scarcity and environmental concerns with mining. On January 20th, the Serbian government revoked mining giant Rio Tinto’s exploration licenses following extensive protests of environmental concerns. The now-defunct project would have been worth USD 2.4 billion and was estimated to produce enough lithium for 1 million electric vehicle batteries.
    Grafiek lithium:
  13. forum rang 10 DeZwarteRidder 16 februari 2022 14:09
    quote:

    Duurzame Harrie schreef op 25 januari 2022 11:00:

    Lithium carbonate prices in China rose to 358,500 yuan/tonne in the second half of January, amid high global demand and difficulty of securing supplies. Prices have surged over 25% this year from continuously increasing demand from lithium battery manufacturers, especially for electric vehicles. Global electric vehicle sales are estimated to have increased by 160% during 2021, while deliveries in China are expected to double in 2022 to over 5 million sales. Meanwhile, battery manufacturers race to secure long-term supply contracts due to mineral scarcity and environmental concerns with mining. On January 20th, the Serbian government revoked mining giant Rio Tinto’s exploration licenses following extensive protests of environmental concerns. The now-defunct project would have been worth USD 2.4 billion and was estimated to produce enough lithium for 1 million electric vehicle batteries.
    Dit is de perfecte tijd voor een IPO van de lithiumtak.
  14. Klaas Vaak 16 februari 2022 14:30
    Nah, gewoon lekker doorgroeien. Mooie deals maken. Groeien is makkelijk met deze prijzen. Ik hoef geen hysterisch vuurwerk. Gewoon lekker stijgen komende jaren.
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