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Bullboard Post History

by supersceptic

V.NLC

Why mining companies expand during "oversupply"?

Oversupply is real and it suppresses Li prices and Li miners s/p. All...

July 5, 2019

V.NLC

RE:Meanwhile

Thanks for the links. Akasol builds relatively small factory, 400MW, but on...

July 5, 2019

V.NLC

RE:Lithium Article

Tiger. NLC's advantage is own mine economics. Yes market is saturated and...

July 4, 2019

V.NLC

RE:Battery Metals Report

Very good report, especially for comparative analysis. What is special about...

July 3, 2019

V.NLC

RE:RE:Li getting a lot more attention lately

tiger. Li miners already considering delaying planned expansions, EV demand...

June 25, 2019

V.NLC

Li getting a lot more attention lately

This time due to prices bust and its potential consequences. Great and...

June 25, 2019

V.NLC

RE:RE:RE:RE:RE:RE:demand/supply of Li vs. demand/supply of smart and idiots

Thank you tiger. Have fun in Alaska. Yes, Australia, Greenbushes in...

June 21, 2019

V.NLC

RE:RE:RE:RE:demand/supply of Li vs. demand/supply of smart and idiots

Great links. I've read quite few articles after Morgan's report, but...

June 20, 2019

V.NLC

RE:RE:RE:demand/supply of Li vs. demand/supply of smart and idiots

I agree, many "predictions" are as you mentioned garbage or simple...

June 20, 2019

V.NLC

RE:demand/supply of Li vs. demand/supply of smart and idiots

Part 2 BMO https://www.mining.com/lithium-demand-battery-makers-almost-double...

June 19, 2019

V.NLC

demand/supply of Li vs. demand/supply of smart and idiots

Part 1 Initial report from Morgan, smart. They predicted oversupply (and in...

June 19, 2019

V.NLC

RE:Wow, seeing the direction V.NLC is heading has me worried

NLC is heading great direction. Cheaper Capex, better grades, bigger resource...

June 19, 2019

V.NLC

problems now = high return later

Demand is growing at 20% despite of constraints and slow US and especially...

June 18, 2019

V.NLC

RE:RE:RE:Neo Lithium Discovers High Grade Lithium at Greater Depth

Got it, thank you! Completely missed "others". Also there are so...

June 6, 2019

V.NLC

RE:RE:Neo Lithium Discovers High Grade Lithium at Greater Depth

tiger. Li environment and "in between" state of the project keeps s...

June 6, 2019

V.NLC

RE:Neo Lithium Discovers High Grade Lithium at Greater Depth

This company generates only good news (just knocked on the wood..). Sometimes...

June 6, 2019

V.NLC

RE:JV

Without point 1-3 nobody will even think about giving the loan. By the time...

June 5, 2019

V.NLC

RE:Bunch of low volume selling

SnowyWindow 3Q is one of world top undeveloped deposits. Great company in...

June 3, 2019

V.NLC

terrible week coming to the end

SQM's report that supply increase will be outpacing demand until November...

May 31, 2019

V.NLC

RE:RE:and excellent article, unexpected angle on Li

RuudinFrance: I already had fun just reading your post. Trade war alone...

May 30, 2019

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