Post by
My19sixyNineZ on Dec 02, 2023 11:49am
When, does AB get in the action?????.....
Ecopro, Samsung Ink Massive $34 Billion Battery Deal Despite EV Slump
https://www.yahoo.com/finance/news/ecopro-samsung-ink-massive-34-144026165.html
AB has been announcing tons of other green pivot projects, i think if E3's priority is/was, based on 1 of the US "big 3", then it might now mean, E3 slogs along with being fully funded, with no partner announcement until close to Q2 or so
Months ago, the sequence from Chris was:
Release in-house pfs by year end.
That gets a partner.
Followed by US funding, because they want to see the lithium stays in the US.
But now, we're told the DLE decisions will go into the pfs. BUT....the 3rd.....might go into 2024
So how can you release TPA, LHM design, etc..etc.. before that?
Is E3 now going to say an extended 3-6 month DLE testing was requested??
Is there a buy-out coming, etc...?
With X having called their Li project the best on earth & then E3's promoter using X name for click bait, for me, it all says X is not going to be E3 involved
For me, that X article made E3 look really amatuerish, going @ it alone & most likely AB & others are now dragging their feet, related to what Chris/E3, have been expecting
Hence the $3.55 raise......we need to see clarity on things from E3 & support from AB, DPA, POSCO, Sumit .....on & on
Btw...5/6 months ago i told Nano One board something seemed to have changed with expected timelines on Agreements. I was called all kinds of insults & a "now bashing"...."come back when you're positive again".....on & on. After sharing tons of DD. Always said im agnostic....never say buy or sell & give links on everything...welp, 18 months after the jv, Umicore just told Nano One...on a conference stage...good product...but we can't wait....
To me, E3 seems to have planned months ago for maybe needing to extend time to a partner & big funding.
Another possibly why noone is mentioning E3 as a Li source. AB needs to show Li industry build-out support
Or maybe Monday E3 announces a massive deal.
LOL!!.....who knows he(ll)
Comment by
PuerSimia on Dec 02, 2023 12:25pm
I think a massive announcement on a JV is the most likely scenario. If I were to hazard a guess, I'd say it will come in Jan-Feb. Have you talked to Robin or Chris lately?
Comment by
Loughatorick on Dec 02, 2023 1:13pm
LithiumBank selected Go 2 Lithium as their DLE provider...the results of their extraction tests are remarkable but not yet proven in a pilot plant environment. It is possible that E3 is concerned that there is a much better DLE process, hence the third DLE provider testing ? Haste makes waste.
Comment by
PuerSimia on Dec 02, 2023 4:04pm
That's definitely plausible. With a flow rate ratio of 15.6, if they can squeeze more lithium out at that flow rate, at an incremental cost, why not? It's good they're looking to squeeze every gram they can out of the brine. I'd expect nothing less.