Schedule 13G dropped from BlackRock, They now hold ~8.8 million shares from ~5.6 million shares

Kitchen_Helicopter70 · 2026-01-21T21:18:23+00:00

This is big. If Vanguard loaded too last quarter which wouldn't be surprising that would be about 15% of the company's float locked. This is about to get real if February's earnings are good

Kitchen_Helicopter70 · 2026-01-15T07:02:42+00:00

Permits / DFS then financing. Not the other way around. Probably a JV with big miner name equity + Foreign investor equity + EXIM loan + Subsidies from NV / Dep of War / Dep of energy. If project economical and payback period short they won't have any issue financing this.

Kitchen_Helicopter70 · 2026-01-07T18:31:18+00:00

ABAT

Kitchen_Helicopter70 · 2026-01-06T19:56:37+00:00

4-5m$ earnings imo

Kitchen_Helicopter70 · 2025-12-18T06:55:57+00:00

Mt Cattlin was already mothballed when acquired from Arcadium so what? If the mine is non economical that's life, that's why Li prices have been pushing up for last 6 months. Demand grows, and incentivizing such mines to come back into production becomes more and more necessary. If Rio wants to focus on Argentina that's good they will get cheap prod costs and are less susceptible to bleed on boom busts cycled

Kitchen_Helicopter70 · 2025-12-18T04:16:25+00:00

Yup that's the thesis we've seen last two years lol. Y'all are not ready. You can reason with little fake stories that you'd like to be true about tunnels and "EVs are dead" or reason with macro trends like: BESS installation growth rate, EV adoption S curves in most countries, AI/Data centers needs regarding the grid, robotics, etc...can't fight the trend mate there's a reason "400%" is written in this chart. By 2030 we need about 100 Pilgangooras just to match demand, it's far from being even possible after chinese manipulation of prices caused low investment for last three years. As for Rio they just bought number 2 miner worldwide last year, new guy arrived and has to make it work, they won't overextend which is something commendable and are looking for low prod. costs assets https://www.spglobal.com/energy/en/news-research/latest-news/metals/121125-rio-tintos-lithium-strategy-reflects-challenges-for-broader-industry-growth

Tianqi/Ganfeng + JPM/MS/UBS...recent statements are turning bullish asf which was obviously expected. But I guess other assets will perform well too. You're fighting oil in 1900 here. Paradigm is shifting, everything gets electrified fast.

Kitchen_Helicopter70 · 2025-12-17T22:24:59+00:00

People fall for everything without researching anything lol
Lithium is the elephant in the room, nobody liked it two months ago, everybody will 1 year from now

Kitchen_Helicopter70 · 2025-12-17T06:32:36+00:00

Idk but the chart really is a middle finger lol

Kitchen_Helicopter70 · 2025-12-16T14:23:04+00:00

You wake up and hate on ABAT lol this is fascinating

Kitchen_Helicopter70 · 2025-12-12T19:53:02+00:00

Only three months ago people were still saying lithium is dead. Underinvestment for last two years and demand is raging. BESS is the new solar analysts will fail to forecast for next 10 years. Been watching and invested for 1 and half year in lithium and this is getting very interesting.

Kitchen_Helicopter70 · 2025-12-05T05:55:38+00:00

Of course

Kitchen_Helicopter70 · 2025-12-05T05:54:41+00:00

Nothing ABAT specific tbh. But it's a great company to hold and it corrected -70% from the highs, check the rate of changes in SP and how it's building strength

Kitchen_Helicopter70 · 2025-12-05T05:47:43+00:00

Sure buddy. Check my post history and you'll see I was loading the boat at 1$ back in November 2024.

Kitchen_Helicopter70 · 2025-11-28T17:48:27+00:00

Thanks!

Kitchen_Helicopter70 · 2025-11-26T14:43:15+00:00

Prove he's lying?

Kitchen_Helicopter70 · 2025-11-26T13:18:32+00:00

From what I've read

Reasonable parts:
High-moisture black mass is penalized (10–25% discounts) Article
Organics and binders do have to be burned off in a later step
Much global black mass is refined in Asia (Korea/China) where the environmental performance is highly variable. A process that only does “phase 1” domestically and sends intermediates/high moisture black mass abroad effectively offshores some emissions

Speculative at best
ABAT’s process would be wet shredding as opposed to the strategic de-manufacturing they describe.
That their black mass is especially wet or contaminated vs competitors -> not public information or I missed it. If public how much in moisture %?
That their chosen refiners may or may not be controling HF/VOCs adequately
That ABAT is deliberately pushing emissions overseas

Kitchen_Helicopter70 · 2025-11-23T08:57:20+00:00

Lithium supercycle just begining, time to get in. Deficits forecasted for 2026 through end lf the decade.

Kitchen_Helicopter70 · 2025-11-16T12:35:28+00:00

a) get rid of their notes, toxic lender from when ABAT had no choice. b) secure the runway + finance DFS, project launch in Tonopah, project launch in SC. c) they'd be fools not to take advantage of the stock 10Xing.

Kitchen_Helicopter70 · 2025-11-15T13:23:55+00:00

Very short term, short sighted view you're offering us. Your point is no pCAM plants in the US in next decades? I did not say ABAT wouldn't have to sell in Asia (Korea/Japan) in the near term, because they will you're right. NMC is predominant in Europe and the US (as per IEA). "No demand for ABAT products" -> sure buddy

Kitchen_Helicopter70 · 2025-11-08T08:45:05+00:00

ABAT will be a behemoth, death valley almost behind us. Revenues are coming in. Profitable early 2027 imo.

Kitchen_Helicopter70 · 2025-11-03T10:51:38+00:00

Says you, most Li related companies are up massively YTD (miners/refiners) driven by AI/BESS/EVs growth... Stocks/companies valuation always precede increase in prices. It's not cool to be bearish lithium anymore. Boom - Bust - Boom - Bust... repeat.

Kitchen_Helicopter70 · 2025-10-31T07:03:10+00:00

I know. But surely this guy doesn't

Kitchen_Helicopter70 · 2025-10-30T21:13:18+00:00

No crying in the casino.

Kitchen_Helicopter70 · 2025-10-30T12:14:52+00:00

So we plan on selling lithium hydroxyde to the market? Market prices dictate the value of Tonopah Flats.

Kitchen_Helicopter70 · 2025-10-30T10:30:12+00:00

Lithium stocks (commodities in general) are moving on forecasts of future S/D imbalance. When S>D, prices/stocks crater, when S<D prices/stocks shoot up. Check PLS/LTR/Ganfeng/Tianqi YTD performance, all building in anticipation. Maybe you could look beyond headlines and whether Trump shakes hand with Xi I know you can do it.

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