New Energy Investments

Private investor focussed on the lithium-ion battery supply chain. Positioned for a significant medium term lithium supply deficit.

[New Energy Investments @newnrgnvst]

@Lithium_ARG Congratulations $LAR and Ganfeng. A win for both parties. Removing security and PPG offtake rights clears the path in attracting a minority strategic investor in PPG (currently valued by the equities market at $nil).

[New Energy Investments @newnrgnvst]

@usuallyYJLee I mostly agree, with two caveats re supply. 1. Never under estimate Chinese ingenuity. 2 Supply out of Africa will likely surprise to the upside.

[Energy Transition Investor @usuallyYJLee]

Hi friends, I gave a full-length presentation on #lithium at the Ignite Conference in Singapore last month. #Electric cars, trucks, BESS, mining equipment, ships, eVTOLs, drones, aircraft, etc. Enjoy!
https://t.co/w7I5UjrtBG

[New Energy Investments @newnrgnvst]

Deutsche Bank analyst Corinne Blanchard raised the firm’s price target on Lithium Argentina to $12 from $11 and kept a Buy rating on the shares post the Q1 report. Expect to see more analyst PT revisions over the next 24-48 hours. $LAR

[New Energy Investments @newnrgnvst]

@Lithium_ARG Great result. Confidant release. 97% utilisation, opex < $5,400/t, and strong free cash flow. $LAR

[New Energy Investments @newnrgnvst]

Mac Whale on Lithium Argentina: "Where else do you get a producer, at the low end of the cost curve, that has that much growth ahead of it? ... I would defy you to find me another one." $LAR

[Rock Stock Channel @RKEquityRocks]

Mac Whale’s top TSX lithium picks start with one simple point: the discount is real, but it isn’t random.

He explains why that discount exists - and which names may close it.

Ft: $QTWO.v $PMET.to $LTH.v $LAF.v $ETL.v $LIFT.v $A11.ax $ALB $SGML $LAC $LAR $SLI $ASN.ax

📺: https://t.co/c0RWfNKBWi

[New Energy Investments @newnrgnvst]

Good presentation Matt.
"Non ASX lithium equities look undervalued"
"Brine stocks at crazy low valuations vs hard rock"
$LAR

[Rock Stock Channel @RKEquityRocks]

Thanks to everyone who joined our webinar. If you missed it, the recording is now live:

📺 https://t.co/NqFW7ItvR2

Matt covers volatile supercycles, commodity/equity disconnects and the forces driving today’s opportunity set.

Ft: Li, Al, Cu, Ni, Mn, C, REE, Ag, Sb, Macro

[New Energy Investments @newnrgnvst]

@MGNewEnergy China Q1 battery sales up 53% YoY. China Q1 battery sales for BESS up 116% YoY. I don't think anyone is modelling this level of #lithium demand growth, are they?

[New Energy Investments @newnrgnvst]

@RKEquityRocks Greetings Howard. Ganfeng market cap not right.

[New Energy Investments @newnrgnvst]

@HC_Haplo @globallithium I believe the 2nd bull run ended in 2018. 2019 was particularly ugly, with SC offtake agreements not being honoured.

[New Energy Investments @newnrgnvst]

@j_m_hofer @andyleyland1 @DerrickSCI This is actually true #Lithium

[New Energy Investments @newnrgnvst]

@LithiumIonBull Nice work Howard. Much respect. Building a reserve of 170-300kt over 5 yrs = 35-60ktpa = 1-2% of global sales p.a. Is that sufficient to move pricing to incentive levels do you think? It would certainly help, but isn’t it a little low? Cheers.

[New Energy Investments @newnrgnvst]

@j_m_hofer This IS the best #lithium focussed podcast in the market. @andyleyland1

[New Energy Investments @newnrgnvst]

@andyleyland1 Got it. Many thanks.

[New Energy Investments @newnrgnvst]

@LimitingThe BESS will most likely be ~30% of a 4TWh market by 2030.

[New Energy Investments @newnrgnvst]

@LithiumIonBull It would be nice to see the market cap of $LAR reflect some value for PG. Currently valued at less than zero!
My largest lithium holding also.

[New Energy Investments @newnrgnvst]

@jczuleta They didn’t qualify because construction had already commenced. The objective of RIGI is to incentivize new projects.

[New Energy Investments @newnrgnvst]

Given the evidence of history, small #lithium deficits will result in outsized price increases. Does this graph aligh with the JPM price forecasts?

[New Energy Investments @newnrgnvst]

@jczuleta Import volumes include DSO from Africa. Australia’s share of LCE much higher.