Neo Lithium Corp NTTHF

Q2

[Eric35]

 

Livent + 15% after Q2,

 

From Graves , Livent


"We expect total volumes available for sale to be higher in the second half of this year across all major products, most notably in hydroxide and carbonate.  We also expect that increased production from Argentina will result in margin improvement," continued Graves.  "The market for electric vehicles remains strong, with passenger EV sales up roughly 45% globally through the first half of this year, and up over 60% in the same period in China.  Leading OEMs and battery producers are now providing greater clarity as they prepare for new vehicle launches beginning in 2020.  Livent remains well-positioned to take advantage of continuing demand growth for lithium products."




after market is Albermale.
It is finally the turnover that we are waiting for??

[Eric35]

Alb + 8,73% after release Q2, Nlc today + 11% can we expect the same thing in three months? Alb point:  Albemarle (ALB +8.7%) says it will delay construction of ~125K metric tons of additional lithium processing capacity amid an oversupply that has pushed down prices. • "We're still bullish on demand," CEO Luke Kissam said during today's earnings conference call

[SnowyWindows]

Thanks Eric for the summary. Looks like I’ll be listening to both of these, I’ve been out of the lithium loop and need to catch up

[SnowyWindows]

This is may be from me being out of the loop, and I just listened to Livent, I never heard that some parts of Europe are restricting their hydroxide purchases to the lowest cost mining method. This is the salar production and conversion from the carbonate into hydroxide, rather than the hard rock mining. Going forward there may be a low carbon premium for salar production. I hope, for NLC’s sake,