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Lithium

Sleeping Giant Awakes? AVZ potentially sits on the world's largest lithium pegmatite deposit. If successfully funded and executed over the next 3-5 years, could cause a huge shake up in the global lithium market and headache to higher cost lithium projects. Key risks: 1. Geopolitical risk (Project location: DRC) 2. Vulnerability to Australia trade relations. Cashed up YiBin may want to fund this project, but is subject to strict FIRB approval process. Worsening trade relation between Australia and China potentially to further limit Chinese funding 3. AVZ only to benefit to wide-spread adoption of lithium based batteries by mid 2020s. Existing Incumbent Tier 1& 2 producers are already pursuing aggressive expansion plans backed by institutions. 4. Current Spodumene producers has high CO2 footprint Catalysts: 1. Final Investment Decision 2. Funding partners 3. Off-take agreements 4. Carbon Footprint Reduction / Offset through renewable energy generation & carbon credit purchases. Trading plan AVZ has been trading below $0.1 for more than two years with multiple failed attempts to break above the teens. Recommendation to buy into strength but not weakness. Speculative Entry: $0.101 Falling Sell: $0.069 Sources: 1. www.afr.com 2. www.youtube.com
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by Yabbyuwu
QS began trading on the NYSE on friday-49% up!QuantumScape (QS), a battery developer for electric vehicle use, began trading on the New York Stock Exchange on friday following a SPAC merger. QuantumScape is aiming to commercialize its solid-state lithium metal batteries which it claims provide a greater range, a much faster charge time and are safer and more cost effective than conventional technologies used today. The company is backed by Microsoft (MSFT) co-founder Bill Gates and Volkswagen (VOW.DE). Former Tesla (TSLA) Chief Technology Officer JB Straubel is currently a QuantumScope board member. We’re really at the cusp for the beginning of this massive transformation” into electrification of vehicles. “Whoever wins the battery battle, so to speak, is going to be looking at, in our opinion, a multi hundred billion dollar company,” “We think that solid state technology is the technology best poised to win this battle over the long run. finance.yahoo.com
NYSE:QSLong
by AlenCiken
LKE BEAR FLAG or BREAK & TESTLake Resources NL (ASX:LKE; OTC:LLKKF) is a clean lithium developer utilising clean, direct extraction technology for the development of sustainable, high purity lithium from its flagship Kachi Project, as well as three other lithium brine projects in Argentina. The projects cover 200 sq km in a prime location within the Lithium Triangle, where 40% of the world’s lithium is produced at the lowest cost. Recently spotlight was shon upon LKE with the speculation that NVX was going to supply Tesla with the technology required to create the "Million Mile Battery" LKE provides NVX with Clean Battery Grade Lithium to create the NMC622 LIB (lithium Ion Battery) test cells. You can clearly see in the Chart that hype was real and then when it was proven Pure Speculation the market reaction. I wanted to let the dust settle before charting LKE next potential move. Below are 2 possibilities. SHORT- Bear Flag & Gap Fill Technicals: - Bear Flag Pattern almost complete - Stochastic almost overbought - 20MA will be lost if we cross Uptrend Trendline - Struggling to make a Higher High - Bear Flag Target 1 marrying Previous Support - Gap Open at 0.041-0.043 - Bear Flag Target 2 at previous lows LONG - New ATH Technicals: - Break and Retest off Strong Support - Stochastic has not turned - Current Bullish Market Structure - Ichimoku still Bullish - RSI still trending above the 50 and not Overbought - MAs currently still Bullish and price still currently above the 20MA Interested to see what's next for the Clean Tech Lithium Producer Personal Sentiment: Hold, Disclosure: Held "DISCLAIMER: NO ADVICE. The information presented here is general in nature and is for education purposes only. Nothing should be considered to be advice. You should consult with an appropriate professional for specific advice tailored to your situation."
ASX:LKE
by Trader_Johnni
3
AVZ (LONG) Catalysts galore & breaking out off BaseAVZ (LONG) Catalysts galore & breaking out off Base Catalysts: - Chart is now set up with strong bullish indicators = Bullish trend gaining momentum - Off take agreements in the pipeline - Funding to mine coming up - Final Investment Decision coming up - Tin reports still due - Further final drilling to infill the Measured & Indicated resource - Special Economic Zone (SEZ) to be announced (reduced tax) - AVZ to seek further % interest in the resource from the government. (already went from 60% - 75%, so far management are true to their word) - AVZ to refurbish the Hydro power plant (4 x cheaper than non-renewable energy) - Looking to build offtake & funding ties with Europe, Saudi Arabia and China (management do not want to put their eggs in 1 basket = A+ decision as China is bottlenecking and destroying Australian Lithium mines so they can buy them from Administration) - AVZ to build a green Lithium Mine Lots of news which is all pointing up AIMO / DYOR
ALong
by Spade_of_Aces
8
ORE.ASX weakness may continue through $2.20Hello Fellow Trader! ORE.ASX - Lithium producers have been some of Australia’s favourite stocks for several years supporting the worlds change turning to renewable energy in the battery space lead by Elon Musk and Tesla. Last weeks Tesla Battery Day was hyped up to be an extremely positive presentation that would skyrocket lithium back into the Australian headlines. Sadly, Elon mentioned how Lithium is not scarce and they have also found ways to extract the commodity from the ground using salts in a more environmentally and efficient way than any other producer. This signaled panic and hinted a disconnect from the Australian lithium market which include ORE. Overnight, Albemarle Corp and FMC Corp (two of the largest lithium producers on the New York Stock Exchange) fell between 2.5 and 2.8 percent. Key Points: - Price holding below the 200 EMA - Price holding below the 50 EMA - Consolidation below prior range low - 50 EMA and 200 EMA may cross supporting further downside. Key Levels: Support – $2.20, $1.83 Resistance – $2.65, 200 EMA, 50 EMA Entry Zone: Optimal entry provides the greatest reward to risk ratio while supporting entry is a zone for reversal signals. Optimal Entry – $2.54 Supporting Entry – $2.49 Candle Reversals for entry - Bearish Shooting Star - Bearish Engulfing - Bearish Dark Cloud Cover The Risk: As traders, it is your job to mitigate the risk and only trade structures that provide high probability and great reward to risk ratios. If you are not comfortable with defined exit levels, experiment with Moving Averages to help set solid exit rules to protect your capital. IF: Price breaks above $2.69 level and violates 50 EMA – this would suggest the structure is not in our favour and would be wise to reduce exposure or close the trade until a solid signal gives us reasons to re-enter. Reward / Reward Targets: Optimal Entry $2.54 – Target 1 $2.20 = 3x Reward to Risk Supporting Entry $2.49 – Target 1 $2.20 = 1.5x Reward to Risk
OShort
by tradetheday
Could LAC go up on Battery Day Too?Right now, a stock that have interested me is $LAC. Currently, I was neutral on it, but am leaning towards a potential bullish sentiment. The support levels have been picked up to the point where it seems like high risk for a correlation. However, given battery day, I think that this still may have a higher support level for an even more incremental spike (Off of Tesla sentiment believe it or now). Once that spike happens, perhaps it would be time for a healthy pullback strategy + reentry on a swing. That being said, do your own due diligence and invest at your own risk. Please don't take what I say as actionable financial advice. Everything I say as always is on an opinion based basis, and taken "as is".
NYSE:LACLong
by gamer456148
NVX Bulls Hunting +100%Novonix Limited (ASX: NVX) is an integrated developer and supplier of high-performance materials, equipment and services for the global lithium-ion battery industry with operations in the USA and Canada and sales in more than 14 countries. Bulls Hunting +100% Huge Fractal Bullish Pennant + Targets 1.925 & 2.800 From point of break Fib Extension Targets - (-0.272 & -0.618) looking achievable and lining up to Fractal Target Regions Market Structure forming within Pennant - Higher Low and Lower High indicating squeeze Fib Retracement - Huge bounce off the .5 Golden Pocket Level MACD - Indecisive oscillation indicating squeeze CCI - Still trending up and no signs of Divergence on the Daily Bollinger Band - We have been riding the 20 MA since April 24th Daily Resistance - 3 Touches on Daily Resistance, "4th Touch" incoming? Depending on your "Risk Management" & "Entry/Exit Strat" there are 2 entries. Point of Break/ Bottom trend of the Pennant. These Ideas are NOT 'Financial Advice'!. Scenarios are based off a mixture of TA and Fundamentals current at the time. All IMO GLTAH. Happy Hunting!!!
ASX:NVXLong
by Trader_Johnni
3