Alliance Mineral Assets

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02 Apr 2017 20:49 #23723 by Amataw
Lithium Q1 2017 Review and Risks - The Train Keeps a Rollin'

Click on the link: www.discoveryinvesting.com/blog/2017/3/3...train-keeps-a-rollin

Barring some “fat tail” technological leap in battery technology, the risks to growth remain squarely on the supply side and a major question now is whether or not adequate investment is being made to meet these demand forecasts.

The answer appears to be no. Year-to-date in 2017 roughly $445 M USD has been raised for lithium projects and expansion globally. If you use Albemarle’s demand forecasts to 2021 as a base case, this would require almost the equivalent of two new lithium mines per year. With a rough cap ex estimate of $425 M USD to build a lithium project and bring it into production, clearly nowhere near enough capital is being devoted to lithium development.

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04 Apr 2017 10:25 #23733 by lotustpsll
Replied by lotustpsll on topic Alliance Mineral Assets
Good for you to start this thread.

The supply side of the industry is fraught with uncertainty and this provides a tailwind to Lithium price.

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04 Apr 2017 10:41 #23734 by lotustpsll
Replied by lotustpsll on topic Alliance Mineral Assets
From a recent article.

Latin America's 'lithium belt'

"Argentina, Bolivia and Chile form a troika of lithium producers in Latin America, otherwise known as the "lithium belt" or "lithium triangle." Could these countries spearhead a second commodity boom in the region?

But, structural problems could hamper this particular market from taking off.
Chile, with its dry climate and lithium-rich Salar de Atacama salt flats, is an ideal production environment. The country is also popular with investors due to its free market economy. In addition, Reuters reported in November that Chilean firm SQM, one of the world's largest lithium producers, saw 2016 third quarter profits more than quadruple due to rising lithium prices.

But, CRU told CNBC via e-mail that, "the [Chilean] industry is facing serious issues such as [the] imposition of production quota, on-going labour disputes [and] water shortage."

Bolivia, though boasting 9 million metric tons in lithium resources, has suffered from a lack of exploration, infrastructure and technology, according to CRU. But, the Bolivian government is looking to establish a more foreign investment-friendly environment to encourage the growth of its lithium mining industry".

This bodes well for Alliance Minerals and suppliers from Australia. Proximity to the huge North Asian Markets will be a strong competitive advantage.

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04 Apr 2017 11:16 #23736 by Big Fish
Replied by Big Fish on topic Alliance Mineral Assets
aussie investor has posted in aussie stock forum, estimating that AMA could make S$65 million operating profit in year 1.

check it out in the hotcopper forum link : hotcopper.com.au/threads/share-price-pot...3837778#.WOMPS9J97IW


ascribes PE of 8 and you get market cap of about S$520 million for AMA. it's excellent if this pans out. Only time will tell. dyodd

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05 Apr 2017 10:15 #23742 by lotustpsll
Replied by lotustpsll on topic Alliance Mineral Assets
EU is implementing new rules on importers of tantalum.

Good news for Alliance Minerals in the long run. This new law will benefit tantalum suppliers from developed countries, such as Australia, as importers have to ensure the supply chains do not contravene the rules.

Although only binding in 2021, importers are expected to start planning well ahead to secure supplies from "low risk" producers..

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05 Apr 2017 11:43 #23743 by lotustpsll
Replied by lotustpsll on topic Alliance Mineral Assets
Concerted efforts to fight terrorism.

This regulation will be for long term.

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Share Prices

Counter NameLastChange
AEM Holdings0.840-0.005
Alliance Mineral0.265-
Anchor Resources0.023-
AusGroup0.033-
Avi-Tech Electronics0.3000.015
Best World Int.2.370-
China Sunsine1.400-
DISA Limited0.003-0.001
Federal Int. (2000)0.260-0.010
Food Empire0.530-
Geo Energy0.166-0.003
Golden Energy0.230-0.005
GSS Energy0.097-
ISDN Holdings0.200-
ISOTeam0.205-
KSH Holdings0.520-
Lian Beng Group0.4800.005
Miyoshi0.042-
Nordic Group0.3900.005
Oxley Holdings0.285-
REX International0.059-0.001
Riverstone1.130-0.040
Roxy-Pacific0.400-
Sing Holdings0.390-
Sino Grandness0.1310.005
Straco Corp.0.700-0.015
Sunningdale Tech1.480-0.020
Sunpower Group0.3050.005
The Trendlines0.101-
Tiong Seng0.280-
Uni-Asia Group1.170-0.030
XMH Holdings0.180-
Yangzijiang Shipbldg1.210-

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