Nemaska Lithium Inc NMKEF

Nemaska is NOT Stornoway!

[Charlene]

I have heard this many times on the board.  So, they are both in Quebec.  But, Nemaska is very DIFFERENT from Stornoway Diamond.  Stornoway was in production and losing money with lower prices on the horizon.  At production, Nemaska is project to make $280M each year (assume Li price is $11kUSD/tonne).  Even if Li drops another 50%, Nemaska will make an operating profit and generate positive cash flows. 

It is also a material that will be in significantly higher demand 2,3 and 5 years away.  The recent drop in Li price only serves as an accelerant (catalyst) to generate more EV sales as EV become price competitive with gas-powered vehicles.  More EV sales = more lithium demand = higher prices. 

[Calgary_AB]

it's funny too read the brainwashed, they can only see one way = up if you allow me to correct you, I could correct you on everything you say but I will only pick on one thing for now... "More EV sales = more lithium demand = higher prices" Higher prices = better margins for senior producers = higher production of LI = oversupply = back to lower price of LI MARKET always finds a

[mick1888]

Not often I can say this CalAB, I do agree with you wholehaertedly..... ;-) It's called a transition period and in this instance (energy / economy) it will take a few decades, but it will happen. And it looks like you do recognise this fact, that change is on the way (big step forward).... ;-) Welcome to the 21st Century.... ;-)

[Calgary_AB]

I'm not sure if you understood me right... (big step forward)? I am telling you Dream on...it will not happen in your life time and you say I took one step forward? lol I guess reading with GREEN glasses on it always reads different than it was written... But regardless of how GREEN the BROWN is and if LI is or it is not the answer... We know one thing NMX is INSOLVENT, HALTED, LISTING REVIEW

[mick1888]

Well, that transition didn't last long....lol

[Bismuth08]

Tout ceci est hypothetique...personne ne connait le prix futur ni la qualite du produit fini a grande echelle. Stornoway=Nemaska .. Un fiasco financier qui a coute des millions au qubec.

[Tcheck]

Money in nmx would be better spent than money spent in stornaway. we are producing something useful .not below average diamonds which nobody wants . i hope all purified lithium will be used to fuel the economy here in quebec ..what a shame to export this valuable commodity after all the hardship we went through to produce it . we need AI to solve this one .our heads are not big enough to come

[TeddyBear]

Could be the same for retails = ZERO value