We all need to pay attention to this latest sign of major Lithium players$Pilbara Minerals Ltd (PLS.AU)$$Genesis Energy Ltd (GNE.AU)$acting counter cyclically & growing beyond their 'teenage years'. More vertical integration with the lithium players moving downstream should IMO: o enable more value capture through a lithium units life cycle, o smooth earnings away from volatile spot lithium prices o enable a multiple re-rating towards the promised land of 'speciality chemicals' In the last down ...
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The battery developer signed a deal with MinRes in August 2023 for the development and operation of a pilot plant as well as the delivery of an engineering study for a demonstration plant. The basis of Lithium Australia’s deal with MinRes was its novel lithium extraction process: LieNA. The company has said it will continue to focus on commercialising the patented technology, with hopes the MinRes deal will effectively free-carry the technology through to commercialisation. this was last year
The world is moving from the costly lithium-nickel-cobalt-manganese (NCM) batteries to lithium ferro phosphate (LFP) batteries, which are more stable and have an improved cycle life. Lithium Australia Limited$Livium Ltd (LIT.AU)$is working towards establishing a new order in the LFP battery space. The company, through its 100%-owned subsidiary VSPC, is advancing next-generation cathode powders, including LFP, to substitut...
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Livium Ltd Stock Forum
More vertical integration with the lithium players moving downstream should IMO:
o enable more value capture through a lithium units life cycle,
o smooth earnings away from volatile spot lithium prices
o enable a multiple re-rating towards the promised land of 'speciality chemicals'
In the last down ...
• Top gainers: $GQG Partners Inc (GQG.AU)$, $Pilbara Minerals Ltd (PLS.AU)$, $Lynas Rare Earths Ltd (LYC.AU)$
• Top losers: $Dicker Data Ltd (DDR.AU)$, $ResMed Inc (RMD.AU)$, $Judo Capital Holdings Ltd (JDO.AU)$
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The $S&P/ASX 200 (.XJO.AU)$ dropped 0.2 per cent, or 16.1 points, to 7309.2 on Monday, weighed by losses in the healthcare sector.
$Block Inc (SQ2.AU)$ ...
Lithium Australia Limited $Livium Ltd (LIT.AU)$ is working towards establishing a new order in the LFP battery space. The company, through its 100%-owned subsidiary VSPC, is advancing next-generation cathode powders, including LFP, to substitut...
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