BCLMF News and Press, Bacanora Lithium Plc From 07/22/21

A look at several lithium demand forecasts including mine, UBS, IEA, and the Tesla forecast demand scenario. Top ten lithium producers to consider. Lithium juniors - The next wave of lithium producers. For further details see: Top Ten Lithium Producers As IEA Forecasts A...

As at end June, I am +13.8% for the year, roughly matching the FTSE AS at c.12%. It has been far more volatile than is usual. Pre-Fed comments on tightening sooner than the market expected, I was up closer to 20%. The portfolio is 3% geared at present. I am open to increasing gearing ...

Lithium prices rose the past month. Lithium market news - US unveils plans for supply of batteries, critical minerals, semiconductors. Volkswagen and Tesla active at securing battery metals. Junior lithium miner company news - Ganfeng offers to buy the balance of Bacanora Lithium ...

The EV boom will cause a lithium demand boom. UBS forecast is for lithium demand to lift 11-fold from 2021 to 2030, and BMI forecast sees ~17.5x increase from 2020-40. The existing lithium producers and some very near-term lithium producers have already seen tremendous stock price gai...

Lithium prices rose the past month. Lithium market news - Lithium producers grow bullish as EV revolution turbocharges demand. S&P Global Market Intelligence forecasts the lithium market to move into deficit in 2025. Junior lithium miner company news - Ganfeng offer to buy all...

Key shareholder Ganfeng has indicated a possible bid for Bacanora. I assess the likelihood of a bid and some risks. I see 16% upside in less than a year if the bid goes ahead, which I expect it will. For further details see: Bacanora Lithium: Short-Term 20% Upside From B...

Lithium prices continued to rise the past month. Lithium market news - President Biden’s $2.25 trillion infrastructure package proposes a $174 billion investment "to win the EV market". Junior lithium miner company news - Core Lithium produces battery-grade lithium hydroxid...

Bacanora is moving forward, with preliminary work for its Sonora development underway. Liquidity should be sufficient to see it through this phase. Despite a price fall, I continue to see the shares as overvalued based on fundamentals. For further details see: Bacanora L...

Lithium prices surged higher the past month. Lithium market news - UBS forecasts overall lithium demand to lift 11-fold from ~400kt in 2021 through to 2030. Carmakers desperate to find reliable EV battery supply. Junior lithium miner company news - Ganfeng completes purchase at So...

Lithium prices were up for the past month. Lithium market news - JPMorgan (following GS & BoA) says commodities may have just begun a new supercycle. Junior lithium miner company news - SQM, Wesfarmers to move forward with Mt Holland lithium project. For further details ...