𝙏𝙊𝙍𝙊

Trader, Investor & Researcher. #AIM & $ASX No advice given #DYOR 🇬🇧

[𝙏𝙊𝙍𝙊 @Toro_AIM]

#AIM When someone says 'Do your own research' (or #DYOR) this is a good place to start for resource companies. Don't just follow the herd!

[Hedgehog Trader 🦔 @HedgehogTrader]

Lithium. Upside!

[Hedgehog Trader 🦔 @HedgehogTrader]

Lithium: Blows thru Year High! +5.93%

[𝙏𝙊𝙍𝙊 @Toro_AIM]

Since ratification, most of that risk has been mitigated and we're back to a supportive and stable government (as stable as you can expect in Africa). The issue right now is the Final Investment Decision with Elevra who clearly don't want to spend any more money at Ewoyaa. Once a mutually acceptable solution is agreed, we can move on with alternative funding and reach the true potential (and realistic valuation)

[𝙏𝙊𝙍𝙊 @Toro_AIM]

Whilst waiting for ratification, agreement of FID and at the same time churning through the Longstate shares, Atlantic Lithium #ALL $A11 has fallen so far behind its peers that it will need a 200% rise just to catch up with the new lithium bull market. I suspect that we only have a couple of weeks max before we enter the next phase and hopefully we are getting close to the endgame 🤞

[Lithium Price Bot @LithiumPriceBot]

May 06, 2026

#Lithium Carbonate 99.5% Min China Spot

Price: $27,417.49
1 day: $+1,535.38 (+5.93%) 📈
YTD: +62.18%

#Spodumene Concentrate (6%, CIF China)

Price: $2,730.00
1 day: $+190.00 (+7.48%) 📈
YTD: +76.36%

Sponsored by @LibraEnergyMats

[𝙏𝙊𝙍𝙊 @Toro_AIM]

@Trisseswe I agree. At this stage we are better off (and more valuable) without Elevra and offtake funding is preferable. I believe that the company needs to fix that issue before we can move forward

[Matt Fernley @matt_fernley]

Lithium has been trading in a range for most of this year. Is this finally a breakout on the GFEX? It's a seasonally strong time of the year for lithium demand so it could very well be the next leg up in this cycle.

[𝙏𝙊𝙍𝙊 @Toro_AIM]

Canaccord 43p spec buy rating #ALL

Currently 16p

Research note also suggests that a funding alternative to Elevra would be "accretive to valuation". My calculations 100% agree

[Hfox1 (H) Looking Upstream & Downstream 🤔 @claudiohfox]

Not long left for LS to churn through. About a week maybe or less.

Without downward pressure #ALL will make the move back to 20p

[𝙏𝙊𝙍𝙊 @Toro_AIM]

@marketplunger1 Massively oversold. Huge upside
#ALL $A11 Atlantic Lithium

https://t.co/i6Av1UgZ6R

[𝙏𝙊𝙍𝙊 @Toro_AIM]

Whilst we await news of next steps for Atlantic Lithium #ALL $A11, here's why the Ewoyaa Lithium Project in Ghana 🇬🇭 is world class:
✅ Market Cap $171m USD
✅ $10bn USD LoM Revenue (@$2400 spod)
✅ DFS 36.8Mt @ 1.24% Li02
✅ 29.8Mt measured and indicated
✅ 5.5% Spodumene Concentrate
✅ 168,000m of drilling completed
✅ Potential 100Mt from Ghana portfolio (huge exploration upside)
✅ High purity, coarse grain
✅ Simple flowsheet, DMS only
✅ Sought after, QUALITY product
✅ Low OPEX (AISC $675)
✅ Will be a 🌏 Top 10 producer
✅ Close to port, tarmac roads & power (low costl
✅ Low strip ratio
✅ 3 Takeover Offers >33p (>$300m)
✅ Currently 15.7p
✅ Fully permitted
✅ 800m shares in issue
✅ Strong shareholder base
✅ Management heavily invested
✅ Top 20 shareholders own 65%
✅ SA Mining giant Assore hold ~30%
✅ Safe jurisdiction (now all the political antics are settled!)
✅ Ghana Wealth Fund have invested $5m
✅ Wealth Fund plan to invest a further $28m
✅ Ghana Pension Funds recently invested $5m
✅ CEO is ex GM of Mt Cattlin Lithium
✅ Strategic listing on Ghana Stock Exchange
✅ Further upside from Cote d'Ivoire lithium licences
☑️ Funding to be finalised (there's plenty of cash flying around for such an exceptional project)

[Thematica @Thematicafunds]

Lithium market to enter deficit until 2035, says Canaccord - https://t.co/UwUOP0noCQ https://t.co/lQVZvRgSjJ

[𝙏𝙊𝙍𝙊 @Toro_AIM]

Whilst we await news of next steps for Atlantic Lithium #ALL $A11, here's why the Ewoyaa Lithium Project in Ghana 🇬🇭 is world class:
✅ Market Cap $171m USD
✅ $10bn USD LoM Revenue (@$2400 spod)
✅ DFS 36.8Mt @ 1.24% Li02
✅ 29.8Mt measured and indicated
✅ 5.5% Spodumene Concentrate
✅ 168,000m of drilling completed
✅ Potential 100Mt from Ghana portfolio (huge exploration upside)
✅ High purity, coarse grain
✅ Simple flowsheet, DMS only
✅ Sought after, QUALITY product
✅ Low OPEX (AISC $675)
✅ Will be a 🌏 Top 10 producer
✅ Close to port, tarmac roads & power (low costl
✅ Low strip ratio
✅ 3 Takeover Offers >33p (>$300m)
✅ Currently 15.7p
✅ Fully permitted
✅ 800m shares in issue
✅ Strong shareholder base
✅ Management heavily invested
✅ Top 20 shareholders own 65%
✅ SA Mining giant Assore hold ~30%
✅ Safe jurisdiction (now all the political antics are settled!)
✅ Ghana Wealth Fund have invested $5m
✅ Wealth Fund plan to invest a further $28m
✅ Ghana Pension Funds recently invested $5m
✅ CEO is ex GM of Mt Cattlin Lithium
✅ Strategic listing on Ghana Stock Exchange
✅ Further upside from Cote d'Ivoire lithium licences
☑️ Funding to be finalised (there's plenty of cash flying around for such an exceptional project)

[Ernest Scheyder @ErnestScheyder]

Canaccord expects lithium markets to slip into deficit this year and remain there until at least 2035, calls for "significant investment in new supply"

[Theo Soumyaraj @TSoumyaraj]

🚀🐂 LITHIUM BULL IS HERE 🐂🚀

📊 The narrative is changing FAST

⚡ Lithium prices rebounding hard
⚡ Stocks ripping higher
⚡ Demand SURGING globally

💥 EV + battery demand driving a MAJOR comeback
💥 Lithium demand expected to jump 15–40% in 2026
💥 Prices already up BIG with supply tightening

⛏️ And here’s the kicker…

🚨 SUPPLY DEFICIT INCOMING
📉 Market flipping from surplus ➡️ shortage by 2026
📊 Potential deficit up to 150,000 tonnes

🌍 Energy transition = NON-NEGOTIABLE
🔋 EVs + grid storage dominating demand
📈 Lithium demand locked in for DECADES

🇦🇷 Argentina = strategic GOLDMINE
🌎 Lithium Triangle = lowest-cost, highest-quality brine
🔑 Critical to global supply security

💡 Translation:
More demand + slower supply = 🚀 PRICE PRESSURE

🐂 Smart money positioning EARLY

🚀 2026 = YEAR OF LITHIUM

💎 Massive re-rating cycle loading

#Lithium #LKE #ASX #EV $LKE $LLKKF #ALB #PLS #ELV #A11 #BatteryMetals #CleanEnergy #Argentina #LithiumTriangle #Commodities #Investing #Stocks #BullMarket 🔋🚀💰

[Hfox1 (H) Looking Upstream & Downstream 🤔 @claudiohfox]

#CATL

Contemporary Amperex Technology Ltd

🇨🇳 #EV 🔋giant plans to spend 30 billion yuan (🇺🇸$4.4bn) establishing a subsidiary company to manage & expand #mining assets🎯

🌏 energy shock means #CATL making more moves into the world’s auto & BESS markets
https://t.co/VSTw0ogjAx

[Hfox1 (H) Looking Upstream & Downstream 🤔 @claudiohfox]

@Trisseswe @sparkes_dwayne @FullOfResources Anyone investing in Ghana or CDI needs 2look back at the geology & see the scale. Ewoyaa’s just part of the bigger picture.
IMO the scale potential is downplayed at the moment

It’s a great story on the discovery. Listen to Len on how they #ALL nearly gave up on it.
A good listen

[MINING.COM @mining]

CATL earmarks for $4.4B new critical minerals mining arm https://t.co/35PWEHSEAr

[𝙏𝙊𝙍𝙊 @Toro_AIM]

@LithiumPriceBot @claudeai @pls_global Atlantic Lithium #ALL $A11 now fully permitted but price not recovered from previous permitting delays. Huge upside

[Lithium Price Bot @LithiumPriceBot]

My assistant, @claudeai says we're in the #lithium bull 3.0

My @pls_global agrees

While I love majors, we made good money on juniors and developers in 2.0

What are your favorite names?

[𝙏𝙊𝙍𝙊 @Toro_AIM]

#ALL price movement suggests that someone has started the Elon rumour again lol

[𝙏𝙊𝙍𝙊 @Toro_AIM]

So according to YouTube, Elon Musk will visit Ghana next week and is buying #ALL Atlantic Lithium 😂😂😂

[Investing News Network Australia (INN) @INN_Australia]

Atlantic Lithium is developing Ghana's first lithium mine at Ewoyaa — fully permitted, strategically located, and ready to power the global battery market. ⚡ @AtlanticLithium #ASX $A11 #Lithium #Mining #EVs #LithiumInvesting https://t.co/NgWOacH0Aw