发布于: 雪球转发:0回复:8喜欢:0
回复@we518116: 直接打开$Lithium Americas(LAC)$ ,找不到我这个贴。现在转发上来。

每个月SA上都有一篇关于锂业的新闻,网页链接
其中关于LAC是下面内容。可以看成我上次说的第4条的详细说明,这个里面可研,审批等等都有大概的时间表。
Lithium Americas [TSX:LAC] (LAC)
On October 7, Lithium Americas announced: "Lithium Americas expands resource at Thacker Pass and increases Phase 1 capacity to target 40,000 tpa lithium carbonate." Highlights include:
"Expanded M&I Resource estimate to 13.7 Mt LCE at 2,231 ppm Li. The updated Mineral Resource estimate incorporates the Southwest Basin, change in cut-off grade and additional drilling since the 2018 M&I Resource of 6.0 Mt LCE at 2,917 ppm Li.
Increased Phase 1 capacity of ongoing Feasibility Study to target 40,000 tpa lithium carbonate. Initial Phase 1 targeted capacity increased from 30,000-35,000 tpa to reflect the optimized mine plan and leaching efficiencies with the proposed 3,000 tpd sulfuric acid plant unchanged.
Incorporating Phase 2 to target additional 40,000 tpa capacity. Feasibility Study is being designed to incorporate a potential Phase 2 expansion scenario to target total capacity of 80,000 tpa to meet potential partner and customer demand. The Company expects to provide an update on timing of the Feasibility Study by early 2022 to align with the strategic partnership process and ongoing engineering work.
Permitting process on track with final decision expected in Q1 2022. All key State permits are expected to be released for public comment in Q4 2021. At the Federal level, a court hearing on the appeal of the Record of Decision is expected to take place in February 2022, with the ruling to follow shortly thereafter.

Early-works construction expected to commence in H1 2022. Early-works includes roads, site preparation, water line and additional infrastructure to condense and de-risk the overall construction schedule.
Discussions continue with potential strategic partners and customers. The Company has retained Greenhill & Co. to act as financial advisor for the Thacker Pass strategic partnership process.
Developing integrated pilot plant to support increased scale. Working on an integrated pilot plant, expected to be operational in H1 2022, to support ongoing optimization work, confirm certain assumptions in the design and operational parameters and provide product samples for potential customers.
Designed to minimize environmental footprint. Thacker Pass is being designed to incorporate carbon-free power as its primary energy source, state-of-the-art air emissions control technologies, a zero-water discharge process, water recycling technologies to reduce water consumption and adopt active reclamation to maintain low footprint. Environmental impact analysis is underway by Golder Associates to align with the proposed Feasibility Study design."
Upcoming catalysts:
2021 - Cauchari-Olaroz plant construction ongoing.?Late 2021 - Thacker Pass DFS.H1 2022 - Thacker Pass early construction works planned to commence.Mid 2022 - Cauchari-Olaroz lithium production to commence and ramp to 40ktpa. From 2025 a Stage 2 20ktpa+ expansion is planned.2023 - Possible lithium clay producer from Thacker Pass Nevada (full ramp by 2026).
NB: LAC owns 49% of the Cauchari-Olaroz project and partners with Ganfeng Lithium (51%).//@we518116:回复@NeverIsN:说点个人意见,不构成任何投资建议,纯粹为我个人重仓LAC找理由。

炒股讲究的审时度势。
感觉现在时机和势头都非常不错:
1,美国刚通过万亿美元基建法案,
2,CBS报道了锂是新时代的白色黄金,称
lac为美国最大锂矿,是美国电动车产业链重要保障,大大的为LAC宣传了一番。
3,LAC给几个官司拖慢了进度可能会因祸得福,WSB有人以1.2万美元每吨算,认为值78美元到109美元,现在锂价最少2.5万以上了。LAC的估值应大大提高。
网页链接

4,LAC还有最终可研,最终水,空气等州政府的批文,合作协议,预售协议等一系列对股价可以起催化剂的东西。
5.万一成了MEME股,YAHOO财经说LAC正在引起WSB的关注。
所以我想明年2到3月才走。
引用:
2021-11-08 22:51
$Lithium Americas(LAC)$
雪球上看来没几个真正炒美股的(除了中概及苹果,特斯拉之类)。
一天都没几个贴,那几个贴大部分还是因为赣锋的原因而发帖的。
而LAC在美股上实际上是比较热门的。因为:LAC今年涨了约170%多了,昨天上了CBS的新闻,昨天CNBC也有推荐的文章,也是昨天YAHOO...

全部讨论

we5181162022-01-01 10:33

多谢。也祝你新年快乐。

拉斯戈泊2022-01-01 07:15

新年快乐!

we5181162021-12-22 09:46

国有化只对三家公司天齐,SQM和雅宝有不利影响。如果处理不当(政局动荡,环保等),导致大幅减产,对其他锂业应该还是利好。

拉斯戈泊2021-12-22 09:20

谢谢。除了对特定公司有特定影响外,对行业的话,短期或许有影响,中长期应该没什么影响吧?

we5181162021-12-20 21:49

对SQM有不利影响,对其他锂业股有同属一板块的影响。
我本来想LAC出利好如合作,工可等才出货,现在看来有点晚了。

拉斯戈泊2021-12-20 11:20

老哥,智利新总统上台,对世界锂盐的影响几许?

we5181162021-11-26 10:26

成为MEME股的可能性很小,除非发生大规模的做空而出现的轧空行情。或投行Greenhil为LAC牵线的战略合作伙伴是特斯拉,并且还得马斯克拼命为LAC带货。估计不会有大规模做空,即使合作伙伴是tesla也不会鼓吹LAC。所以我用了万一。
但万一成了,100亿市值可能也要忍着不抛啦。

大Q-bq2021-11-26 09:05

万一成为MEME股,一波炒到100亿,我会欣然把货抛给他们