OTCQX:NTTHF - Post by User
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LithiumNPVon Aug 30, 2020 2:00am
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Post# 31476300
RE:Tic Toc ...
RE:Tic Toc ...Papino0 wrote: Here, Gerrit Fuelling point at 2023-2024 as the beginning of serious supply struggles for OEMs , very good paper :
https://www.linkedin.com/pulse/ev-production-lithium-supply-going-match-gerrit-fuelling/ If Bill Gates is right again it's not spodumene that VW and the others will need in 2025 but way more brine :
https://insideevs.com/news/441460/bill-gates-solid-state-batteries-quantumscape/amp/ When both will happen, the already tight supply from salars won't be abble to feed the lithium cravings from the OEMs, especially as the demand will turn from hydroxide to chloride in the same time. Then, the demand could increase even more as :
- Ev penetration accelerate due to solid state ( safer , faster charging, cheaper, more density and the ICE END )
- More Lithium into batteries
- Advantages of Brine over Hardrock as feedstock
I begin to believe , the old sage who posted a couple years ago , that it was worth at least 135 $ a share even back then :
https://stockhouse.com/companies/bullboard/v.nlc/neo-lithium-inc?postid=26698443 Priceless !
Oversupply continues to 2025-27. Stop losing your money being long at 65 cents. Stop being dumb!
The opportunity to buy in will be around 2023 still several years away.
You should have done what I did was get out at 1.80 and find other things to invest in such as Northern Dynasty which I own 700,000 shares which should easily go to $10 from the current price of $1.10. I got it for $1.10 CAD.
https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=CA%3ANDM&insttype=Stock It is the largest copper and gold mine in the world almost finished its permitting to begin construction.
https://en.wikipedia.org/wiki/Pebble_Mine