Core Lithium WKN: A0YJ93 ISIN: AU000000CXO2 Kürzel: CXO Forum: Aktien User: Boss55

https://hotcopper.com.au/threads/ann-quarterly-activities-and-cashflow-report-31-december-2022.7199083/?post_id=65939845https://hotcopper.com.au/threads/ann-quarterly-activities-and-cashflow-report-31-december-2022.7199083/?post_id=65939845

Was ist das hier?

https://m.bild.de/bild-plus/politik/ausland/politik-ausland/krise-hinter-den-kulissen-so-genervt-ist-scholz-von-baerbock-82721994.bildMobile.html

🍻🍻

....sehr interessant 🙈

Kein long orientierter Großinvestor interessiert sich für Charttechnik. Nettes Hobby für Trader.

Ja, Recherche das ist klar. Der Erfolg liegt dann in der Interdisziplinarität.

Ich hab's mehr mit Recherche. Mit System im Casino war in der Jugend.

...bleib mal bei deinem Kaffeesatz. Er dürfte nicht so hoch sein.

Wenn es nicht fällt, dann steigt es. Gerade im Kaffeesatz gelesen.

Bildung eines Doppelbodens oder weiter im aktuellen Abwärtskanal ist hier die Frage...?! Der übergreifende Aufwärtstrend ist ja intakt...

Stabil ist zwar gut, steigende Kurse wären aber schöner. Der Anstieg letzte Woche war die Richtung schon ok, bis sie wieder runtergeknüppelt wurde. Im Moment braucht man hier echt viel Baldrian, um nicht aus der Haut zu fahren.

Aus dem Text und Danke für den super Beitrag Rainmaiker,; "Der Preis für Lithiumkarbonat in China fiel am 13. Januar auf 480.500 Yuan pro Tonne (71.500 $), den niedrigsten Stand seit August. "Ich denke, dass es 2023 zu einem kurzen Einbruch der Spotpreise kommen wird, aber ich sehe das nicht als Problem an", so Joe Lowry, Gründer der Beratungsfirma Global Lithium. "Vor fünf Jahren war das größte Problem der Lithiumindustrie der Mangel an Investitionen. Jetzt sind die größten Probleme die Genehmigungen und die Projektdurchführung." Ich denke das Thema LI und Konsorten ist extrem dynamsich und vielfältig geworden. Möglicherweise werden nur die frühen Produzenten stabil bleiben. Ich bin sehr vorsichtig geworden und habe einen Teil meines Anlagehorizontes zeitlich ausgedehnt, einen weiteren Teil werde ich für die Volatilität bereitstellen....da kann man hier schön verdienen...mit Glück...und Vorsicht.

Danke. 👍

All of this means the path to supply and cost relief for carmakers is fraught, even before considering the demand side of the ledger.  No Collapse For now, China’s withdrawal of EV credits, as well as uncertainties over the pandemic and global economy, are weighing on the outlook. But a faster-than-expected reopening of China’s economy, and the rest of the world escaping a deep slump, could yet deliver an upside surprise. Sponsored Content This Japanese Startup Aims To Halve Global Blindness by 2025 JapanGov “The market consensus and the consensus that I would agree with is that in 2023 pricing is likely to plateau, with perhaps some potential for downside but by no means do I see any sort of a pricing collapse,” said Berry of House Mountain Partners. 

There’s broad agreement that lithium supply is heading for a major increase in 2023 as a wave of expansions or new projects get up and running. The more bearish voices say that supply wave will hit the market just as China’s withdrawal of generous EV subsidies causes demand to cool, creating a mismatch that could trigger a sharper fall in prices. Average prices this year are likely to fall about 8% from average 2022 levels, according to the mean of five forecasts reviewed by Bloomberg.  Supply and Demand Both Set For Double-Digit Growth in 2023 Lithium market's rapid expansion makes forecasting difficult Source: Company research Note: Measured in tons of lithium carbonate equivalent The divisive issue is whether less-established producers will be able to deliver in full, defying a range of regulatory, technical and commercial challenges. The extraordinary pace of lithium’s expansions - across both demand and supply - has made forecasting the market a contentious pursuit. Sponsored Content Why ESG Investing Needs to Combine the Macro With the Micro abrdn “2023 is when lithium becomes what I call a volume game,” said Chris Berry, president of House Mountain Partners, a consultant to the battery-materials sector. “We need to see a supply response from both existing producers and near-term producers who will need to execute flawlessly in the face of sustained lithium demand.” Softer Market Lithium prices have already come down about 20% from an eye-popping record in November, in an early sign of respite for buyers. Lithium carbonate in China fell to 480,500 yuan a ton ($71,500) on Jan. 13, the lowest since August. “I think you’re going to see a short dip in spot prices in 2023 but I don’t see that as a problem,” Joe Lowry, founder of advisory firm Global Lithium. “If we were talking five years ago today, the biggest issue that lithium industry had was lack of investment. Now the most significant problems are permitting and project execution.” A cause for optimism on supply is that the largest increases will be coming from veteran top producers like Albemarle Corp. and Chile’s SQM that are considered more likely to succeed. But they only account for about a third of anticipated increases in 2023, according to data from BMO Capital Markets. The next tier down is a small army of nascent lithium producers who will need to prove they can get up and running. And beyond those, there’s unconventional new sources like lepidolite — a lithium-bearing mineral that’s emerging in China as a serious option. JPMorgan Chase & Co. called it “one of the largest threats” to prices. China Turns to Domestic Lepidolite to Boost Lithium Supply: BNEF But it’s also a controversial topic, with some specialists saying it’s costly and environmentally harmful to convert in large volumes for battery use. “We will see more lepidolite be brought online in China in 2023,” Cameron Perks, analyst at Benchmark Mineral Intelligence said. “But we won’t see as much as being predicted by others. Give it five or 10 years, and it will increasingly become an important part of the market.”