España
Si, la conozco, pero veo mejor Galaxy y Neometals. También quiero entrar en Dakota Minerals, está superlanzada también y menos revalorizada que otras. Yo diversifico, si te gustan varias, yo meto en todas un poco. Todas están muy alcistas y con proyección. He leído mucho del litio, demanda, tesla, China, vamos que sigo el sector desde hace meses y merece la pena meter pasta diversificada. Ahora, antes de que se vayan muy altas.
Paquete de 4000 acciones a 0.27. Se ha portado bien el primer dia.
Ayer no puede recargar, quiero comprar más. Paciencia que la podemos ver en el dólar a finales de año
Madre de dios. Me arrepiento de no haber metido mas en Galaxy. Como sube!!
Que tal! Yo compré 2k más ayer a 0,30, tiene mucho más recorrido. Mejor entrar ya antes de verla muy por encima. Estan empezando a excavar, quedan muchas noticias, mucho litio, muchas ventas,....
Neometals, fenomenal, ayer descansó, plano , para iniciar nuevo rally.
Otro máximo anual
https://es.finance.yahoo.com/q?s=GXY.AX&ql=0
Sigo con mis acciones de 0,27. Pero puse dinero en victoria gold. Problema es toda la comisión de degiro. Sale mucho mas acuenta invertir en Australia. Viva el litio! En dos días ha subido un 18%!
Yo tengo Victoria hace semanas y acumulo un 30%, la voy a vender en breve para entrar en otra de litio, Australia Litio, la que me comentastes, yo la conocía, pero ayer la estuve estudiando y le veo potencial. Creo que pasaré las plusvalías de Victoria a ésta. El oro es desde mi punto de vista para corto plazo, el litio va a dar mucho más que hablar, los estudios dicen que faltará litio durante años por el crecimiento de los vehículos eléctricos.
saludos
A mi me gusta tener empresas de más de un material. Pero en cuanto saque beneficio + los 5e por operar en una bolsa distinta que te cobra degiro a final de año, voy a vender Victoria y comprar más de galaxy. Me da muy buenas sensaciones.
Ahora el metal que más demanda tiene es el Litio.
Te invito a que mires el gráfico de cotización de precios del litio, no lo tengo a mano, se ha disparado de forma exponencial desde Octubre de 2015 y sigue la tendencia.
Australia’s Galaxy Resources reopens lithium mine for Chinese market as prices rise Company looks to restore itself financially as demand strengthens for the material used to make batteries PUBLISHED : Friday, 08 April, 2016, 1:16pm UPDATED : Friday, 08 April, 2016, 6:55pm Comment: !1 ' Share k t | n m v ! 1 \Print5Email Image CAPTCHA Galaxy Resources, once the world’s fourth-largest maker of lithium carbonate, has reopened a mine, a move to restore financial health on rising demand and increased prices for the mineral that is used to make batteries. The company is listed in Australia. It tried to float shares in Hong Kong in 2011 but withdrew the plan citing poor market conditions. Galaxy restarted mining and ore processing at its Mount Cattlin mine in the state of Western Australia — about 500 kilometres southeast of Perth — on April 1 and said it would be the only new, hard-rock lithium mine to come into production anywhere in the world this year. “Amid tightening supply, lithium concentrate prices have risen from around US$280 a tonne in 2012 to around US$600 as agreed in our recent sales contracts,” managing director Anthony Tse told the South China Morning Post this week on the sidelines of the annual Mines and Money conference in Hong Kong. SSChina’s annual lithium carbonate consumption of 70,000 tonnes is more than twice the combined amount of Japan and South Korea Anthony Tse, Galaxy Resources Production at Mount Cattlin, with an annual output capacity of 137,000 tonnes of concentrate, was suspended for more than three years after the Australian dollar appreciated and the enterprise became economically unviable. The company had operated for fewer than two years after beginning production in late 2010 and relied on selling its production to Galaxy’s Jiangsu processing factory. That facility made downstream lithium chemicals. The Jiangsu plant only operated at around 25 per cent capacity and raked up huge losses, “burning A$17 million a year” due to poor management, Tse said. Those prolonged losses meant Galaxy “almost ran out of money” and the firm was forced to sell the plant a year ago to Shenzhen-listed Sichuan Tianqi Lithium Industries — the world’s largest producer of lithium chemicals from ores — for almost US$173.2 million, he said. Tianqi paid US$71.7 million in cash to Galaxy and assumed responsibility for the repayment of US$101.5 million in loans from Chinese banks. The sale, coupled with debt restructuring and a rights share issue, allowed Galaxy to cut its net debt to A$20 million from more than A$200 million. Galaxy also found a new mining partner when Australia’s General Mining signed an agreement last year to jointly invest in and operate the Mount Cattlin project. The two firms said last month they had signed agreements to sell 60,000 tonnes of concentrate to two unidentified China-based buyers for US$36 million. Of that, US$18 million was to be paid by the end of last month. They also agreed to deliver another 120,000 tonnes to the same customers next year at a price to be agreed in the fourth quarter of this year, based on prevailing market conditions. “China’s annual lithium carbonate consumption of 70,000 tonnes is almost twice the combined amount of Japan and South Korea, and some 70 per cent of the tonnage goes to making batteries,” Tse said. The fast-growing electric vehicle market would boost demand for lithium, he said. Beijing has set a sales target of 500,000 units for all-electric and plug-in hybrid vehicles by 2015. That should rise to five million units by 2020. Last year’s reported sales of 379,000 units was well short of the plan, but Galaxy said projected sales for this year were expected to be far “in excess of 600,000 vehicles – a number that will likely see China surpass the US market in terms of electric and hybrid vehicles sold”. Tse said Mount Cattlin’s production costs of US$260 a tonne gave it a profit margin of 57 per cent at current sale’s prices. According to US Geological Survey, major lithium producers expected worldwide lithium ore consumption to have risen 5 per cent to 32,500 tonnes last year from 2014. Owing to rising global demand, spot market lithium carbonate prices rose 10 to 15 per cent from those in 2014. Chile accounted for 36 per cent of the lithium ore produced globally by mines, compared to 41 per cent of Australia. In the late 1990, subsurface brines were the dominant raw material for lithium carbonate production worldwide due to their lower production costs compared to the mining and processing of hard-rock ores. Due to rising lithium demand from China in the past few years, lithium extracted from hard rock ores has gained market share compared to that extracted from brines, accounting for roughly half the global supply last year. 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3 abril 2016 - Anthony Tse, director gerente de Galaxy Resources Ltd, expuso un promisorio panorama para el mercado del litio en su presentación en Mines and Money (Londres).
La demanda de litio casi se cuadruplicará durante la próxima década, considerando los valores de 2014, gracias al crecimiento de la demanda de baterías para productos electrónicos, como a la nueva demanda de baterías para la industria automotriz y el sector energético. Esta afirmación fue realizada por Anthony Tse, director gerente de Galaxy Resources Ltd, durante la conferencia Mines and Money que se realiza en Londres.
El directivo de Galaxy sostuvo que proyecta que el consumo mundial de carbonato de litio equivalente (LCE) pasará de 150 mil toneladas en 2015 a 260 mil toneladas en 2020 y a 380 mil toneladas en 2025.
Según la presentación de Tse, el mayor consumo estará impulsado por una fuerte demanda de baterias, tanto del sector electrónico (dos tercios de la demanda actual), pero especialmente de otros sectores manufactureros.
En tal sentido, sostuvo que los mayores incrementos en la demanda de baterías de litio provendrían del sector automotriz y del sector de provisión de energía eléctrica, las cuales podrían representar el 50% de la demanda hacia 2020.
Al respecto, señaló que la progresiva reducción en los precios de los automóviles eléctricos impulsaría una mayor producción de baterías, lo cual queda reflejado en los proyectos de gigafactorias de Tesla, Foxconn y BYD.
Asimismo, la creciente presión por una mayor participación de energías renovables en la matriz energética elevará la demanda de medios de almacenamiento.
Galaxy Resources es propietaria del proyecto Sal de Vida, localizado en las provincias de Catamarca y Salta (Salar del Hombre Muerto), el cual se encuentra en etapa de factibildad y que tendría una capacidad de producción de 25.000 toneladas anuales de carbonato de litio y 95.000 toneladas de potasa.
Actualmente, se encuentra en proceso de restablecer la producción de su proyecto Mt. Cattlin (Australia), luego de su cierre en 2012 por la caída del precio del spodumene (concentrado de litio).
7.6% hoy. Australia lithium 16%. Las dos con potencial!
Impresionantes , y Neometals un +5%, Tempo un 11% arriba y nuevo máximo anual
Fijaros en la presentación como se ha disparado el precio del litio desde Enero, es casi una línea vertical.
Presentación
http://investorintel.com/technology-metals-news/galaxy-resources-limited-investor-presentation/
2,9% Galaxy y 4% Australia Lithium. Un poco menos de los que nos tienen acostumbrados, pero subiendo día sí, día también.
Al final entré con 7000 acciones en Australia Lithium. Me quedo con estas dos hasta que tenga algo más de dinero para invertir. En 5 días he ganado más que en 2 años en la banca española.
Viva el litio.