Li Big King 👑 Profile picture
Nov 13, 2022 26 tweets 21 min read Read on X
JM Morgan is broadly underweight equities. Expects earnings downgrades, recession in EU & UK. Goldman Sachs expects #lithium supply response will outpace demand. This is a perfect recipe for another perfect storm in global lithium stocks. Maybe a perfect storm in a tea cup ☕️ ? twitter.com/i/web/status/1… Image
JM Morgan is broadly underweight equities. Expects earnings downgrades, recession in EU & UK. Goldman Sachs expects #lithium supply response will outpace demand. This is a perfect recipe for another perfect storm in global lithium stocks. 15 Nov might be 5 April 2.0. DYOR 🚨⚠️〽️ twitter.com/i/web/status/1… Image
She likes #ASX #Lithium and #IronOre producers. $IGO $AKE $PLS $FMG $MIN $RIO #Winning 🏆 🏆🏆 ImageImageImage
#SorryNotSorry for being 💯 right again! This article on 16 November was 2 days AFTER my warning on 14 November of “a perfect recipe for another perfect storm in global #lithium stocks”.
stockhead.com.au/resources/high…
You’re welcome 🤓 #ASX #lithium
Is that perfect timing or absolutely f*#king perfect timing or what?! My understanding of #WallStreet #InvestmentBank #SELL strategy is better than any #lithium industry #expert. That’s a 💯 proven #FACT ‼️ 🤓
People who sold #lithium stocks on 14 November 2022 $PLS $AKE $IGO $LTR $CXO $LKE $AGY $ALB $SQM $LTHM $LAC $SYA $VUL $SYAXF $LLKKF $CXOXF $NVX $ASN $PLL
#ShortSelling is 100% transparent in hindsight. So learn to recognise the early warning signs that they MIGHT be preparing a short-term severe attack that will destroy your wealth. It’s not guaranteed, but using risk management like selling some or using stop losses is an option.
I apologise for being 💯 x 💯 % #CORRECT … AGAIN … as ALWAYS‼️ #ASX #Lithium #PeakLithium 2.0 Just like 5 April 2022 only 14 December 🤓
I apologise for being 💯 x 💯 % #CORRECT … AGAIN … as ALWAYS‼️ #ASX #Lithium #PeakLithium 2.0 Just like 5 April 2022 only 14 December 🤓
Perfect Storm ⛈️ Global #Lithium #Selloff after #PeakLithium 2.0 on 14 November 2022.
Just like the 2022-05-13 @MorganStanley filing showing 70% increase in $SQM VALUE vs 0.55% increase in NUMBER of shares; the 2022-11-14 @GoldmanSachs filing shows a 93% increase in $LAC VALUE vs 48% increase in NUMBER of shares. DISPROPORTIONATE INCREASE IN VALUE vs NUMBER = SELL ImageImageImage
#Lithium industry experts must be either so biased, blind or fu*#ing #STUPID if they can’t work out this simple #MATH‼️ Maybe a case of school smart but not street smart enough to work out what is BLATANTLY OBVIOUS to me‼️ WTF am I missing here? Answer: NOTHING‼️
#RKEquity #Lithium Scoreboard.
I’m claiming it. 100% accurate call on 14 November 2022. #NumeroUno 🥇🏆 #Winning
Everyone who criticised me or said I “knew nothing” or was “the least knowledgeable person WRT #lithium they’ve ever encountered” and blocked me in 2022. $LKE $LLKKF $LAC @lake_resources @LithiumAmericas #WeakerForLonger #ZeroLithium #Zero #BulkSample #DLE #SpecialtyChemical
Recent demand has seen #Lithium price soar by more than 180% in the past year (Benchmark Minerals’ Li price index). Lithium carbonate spot prices in China, world’s biggest EV market, climbed to a record US$84,000 per ton in November 22. "Peak earnings expectations" = #SELL ‼️⚠️〽️ Image

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More from @yarra44

Feb 4, 2023
US Govt & US companies are demonising China for dominating global #lithium ion battery supply chain & blaming it for everything; while copying exactly what China did from 2008 to 2022 to achieve its global dominance: Investing a lot in lithium production & processing capacity.
US Govt & US companies are demonising China for dominating global #lithium ion battery supply chain & blaming it for everything; while copying exactly what China did from 2008 to 2022 to achieve its global dominance. cen.acs.org/energy/energy-…
Basically, USA and EU were too big. Too rich. Too complacent. Too lazy. Too clever. Too sophisticated. Too fat. Too arrogant. Too shortsighted. Too happy to exploit globalisation. Too happy to outsource and off-shore everything to cheap labour countries. And now they regret it‼️ twitter.com/i/web/status/1…
Read 6 tweets
Feb 1, 2023
$PLL was around US$6 in 2020. Announced North Carolina Lithium offtake deal with #Tesla on 28 September 2020. Spiked 13x to $80.
reuters.com/article/us-pie…
$PLL was around US$6 in 2020. Announced North Carolina Lithium offtake deal with #Tesla on 28 September 2020. Spiked 13x to $80. It raised US$122.5 million on 24 March 2021 at US$70 per share. proactiveinvestors.com.au/companies/news…
After spiking 13x from US$6 per share in 2020 to $80 per share, $PLL did another cap raise for US$113.75 million at $65 per share on 22 March 2022. Total of US$236 million raised after the stock pumped 13x on the original “binding” #Tesla offtake.
mining-journal.com/capital-market…
Read 11 tweets
May 7, 2022
#lithium #EV #BatteryMetals Salton Sea geothermal lithium, #SpecialChemical #Commodity #cobalt #nickel #manganese #graphite #DLE $LAC $ALB $LTHM Image
#lithium #EV #BatteryMetals Salton Sea geothermal lithium, #SpecialChemical #Commodity #cobalt #nickel #manganese #graphite #DLE $LAC $ALB $LTHM Image
#lithium #EV #BatteryMetals Salton Sea geothermal lithium, #SpecialChemical #Commodity #cobalt #nickel #manganese #graphite #DLE $LAC $ALB $LTHM Image
Read 9 tweets

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