🔍
TESLA & FORD Sign Massive Agreements With This $1 Lithium Stock 🚀💰 - YouTube
Channel: Corns Investing
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Welcome back everyone, the price of lithium
is remaining relatively stable at over $70,000
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per tonne price, and the latest forecasts
from a majority of investor presentations
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are still showing a huge deficit. But in the midst
of all these, the opportunity is in the stocks
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of the major lithium gems, whose share prices
are down 40 – 50% today. In fact we may not see
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these prices again. So I bring you updates on two
lithium gems, which are significantly undervalued
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and have bright outlooks. And for one of this
gems which is trading now at about 80cents,
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it has the likes of Tesla, Ford, LG Energy
Solution scrambling to sign offtake agreements
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and given themselves hi-5s for signing incredible
deals. The beauty here is that, 90% of their
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capacity is already sold out. And yes you heard
me right there 90% of their capacity is sold out,
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and that’s before they’ve even produced
anything. So I’m sure you know a gem when
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you find one. So please get comfortable
and stick around to the end so you don’t
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miss out on these two gems which could disrupt
your portfolio over the medium to long term.
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That said please drop a quick like
on the video and hit the bell,
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so we can get on with it with our first
stop, which is Vulcan Energy Resources
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Ltd (OTC: VULNF & ASX: VUL) which is currently
sitting at $3.50 per share with a market cap
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of $559mn. So in what has been a painful
first half of the year, the share price
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performance is indifferent for Vulcan, as
it is sitting down 54% ytd. But saying that
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when you look at the pipeline of deals, offtake
contracts and huge focus on sustainable mining of
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ev battery metals, it only gives confidence on
the level of attention Vulcan would be getting
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in the years to come. Can it get back to its
highs of over $8 per share, which is where it
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once was in January, March and April? Only time
will tell but you can the reaction of the markets
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via their latest share price jumps in the last
few days, on the back of their latest big news,
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which really got investors excited about
this play. So here’s what’s new with Vulcan.
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Vulcan announced that Stellantis is to become
a substantial shareholder in Vulcan Energy
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through $76million (€50M) equity investment.
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And for those who don’t know Stellantis, (NYSE /
MTA / Euronext Paris: STLA) they are one of the
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world’s leading automakers and a parent company to
Jeep, Chrysler, Dodge ,Alfa Romeo, Fiat, Maserati
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and lots other automotive brands to name a few.
.
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Vulcan said that this represents the world’s first
upstream investment in a listed lithium company
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by a top tier automaker. And Stellantis will
become the second largest shareholder in Vulcan,
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with an 8% shareholding. They intend
to use the proceeds towards Vulcan’s
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planned production expansion drilling in its
producing Upper Rhine Valley Brine Field (URVBF).
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Vulcan already produces geothermal energy there
and plans to produce lithium hydroxide, with zero
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fossil fuels and net zero carbon footprint
aspart of the Zero Carbon Lithium™ Project.
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Vulcan and Stellantis have also extended their
binding lithium hydroxide offtake agreement by
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five years, to 2035 which is a huge long
term boost for their utilisation & P&L.
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So aligned with Vulcan’s mission to
decarbonise and electrify transportation,
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Stellantis has one of the largest electrification
and decarbonisation plans of any automaker
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globally, reaching 100% of electric vehicle
(BEV) sales mix in Europe by 2030. In addition,
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Stellantis also increased planned battery capacity
by 140 GWh to approximately 400 GWh, to be
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supported by five battery manufacturing plants in
Europe and North America, together with additional
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supply contracts. So a huge huge outlook here,
hence the extension of the contract to 2035.
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Vulcan Managing Director Dr Francis Wedin
commented that: “Stellantis’ significant
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investment in Vulcan and the Zero Carbon Lithium™
Project represents a strong statement by one
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of the world’s largest automakers. They are
fully aligned with Stellantis’ decarbonisation
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and electrification goals, which represent
some of the most ambitious in the industry.
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So as their largest offtaker, they look forward to
deepening their relationship with Stellantis as a
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substantial shareholder in Vulcan and
their Zero Carbon Lithium™ business.”
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Analysts at Simply Wall Street say Vulcan’s
revenue is forecast to grow 54% per year,
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which is way above the industry average
and earnings growth at 45% per year also
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outpaces the industry average which bodes
really well for their future prospects.
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so we all win together in these tough times..
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Thank you very much and with that
said, let’s jump straight into it.
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Next up to our number 2 lithium stock,
which is Liontown Resources Limited (ASX:
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LTR) which is currently sitting at $1 AUD
per share with a market cap of $2.1bn.
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Similar to Vulcan, Liontown is down 42% ytd
and has been weighed down by the broader
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macro-economic selloff. Having reached highs
of over $2 earlier in April, it is now sitting
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in deep value territory. And if you want
to bank on Liontown at these price levels,
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you can only get it from Interactive
Brokers platform from my link below,
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as you can’t get these on Robinhood or Webull.
So here’s what’s new with Liontown.
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Liontown recently executed a
Binding Offtake Agreement with Ford.
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They said they had executed a definitive binding
full-form offtake agreement (Offtake Agreement),
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the third and final foundational
offtake required to underpin development
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of Liontown’s Kathleen Valley Lithium
Project. The Offtake Agreement for the
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supply of up to 150,000 dry metric
tonnes (DMT) per annum of spodumene
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concentrate – a source of lithium essential in
key EV battery chemistries – which will have an
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initial term of 5 years from the commencement of
commercial production (expected in 2024). Ford and
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Liontown also executed a binding full-form funding
facility agreement (Funding Facility) with respect
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to a A$300 million debt facility to
be used for the Project’s development.
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They say their disciplined approach to their
offtake strategy has enabled them to build a
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customer base of Tier-1, globally significant
customers in the EV battery supply chain,
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validating Kathleen Valley’s status
as a globally relevant lithium asset.”
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So with Tesla, LG Energy Solution and Ford
confirmed as cornerstone offtake partners
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and with electric vehicles representing
the vast majority of lithium demand,
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Liontown is well positioned for exposure to
the fastest growing segment of the market.
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The agreement represents Liontown’s
third and final foundational offtake
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required to underpin the development of
Kathleen Valley – marking the culmination
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of the disciplined execution of its offtake
strategy. Put together, Liontown’s total
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offtake commitments now stand at up to 450,000 dry
metric tonnes per annum of spodumene concentrate,
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representing approximately 90% of Kathleen
Valley’s production capacity of ~500ktpa.
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And here’s what the 450kt demand is made of Tesla
at150kt from year 2 - 5 , LG Energy 150kt from
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year 2- 5 and now Ford 150kt from year 2- 5 as
well. So a massive vote of confidence in my view
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in their potential from these major players.
The remaining production from Kathleen Valley
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is intended to be retained for spot volume
sales and/or discrete offtake agreements.
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Even more interesting is when you see the
customers of LG Energy, which are the likes of VW,
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Stellantis, GM and more, so by default servicing
a huge chunk of the lithium demand via this one
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offtake agreement. So clearly another sold out
opportunity here and gem not to snooze on when you
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find one. They also have a very clear production
timeline to 2024 which is very very good to see.
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So some patience is required but the current
price levels are going for a steal right now
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and may not be back once they start delivering
to those milestones. So get doing your DD.
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So some very very interesting and
mindblowing prospects ahead for these stocks
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but only consider getting in if the price is right
for you and if you fully understand the risks.
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This video is not financial advice,
a buy or a sell recommendation,
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but is meant to bring some new and exciting
stocks to your attention for you to do your
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own research.. As always I would love to hear
from you, so please let me know your thoughts on
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these top stocks in the comments section below and
what other stocks are catching your eyes lately.
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