Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Equity Bottom-Up

Contemporary Amperex Technology (CATL) / Equity Bottom-Up

<ul><li>Company specializes in battery products for electric vehicles and energy storage</li><li>Competes with itself to continuously innovate and invent new chemistries</li><li>Relies on state support in China to quickly meet consumer needs and roll out products efficiently</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Company specializes in battery products for electric vehicles and energy storageCompetes with itself to continuously innovate and invent new chemistriesRelies on state support in China to quickly meet consumer needs and roll out products efficientlyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CATL CEO & Founder Robin Zeng:  The Journey to Market Dominance

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 15th August, lithium play <a href="https://www.smartkarma.com/entities/latin-resources-ltd" target="_blank" data-smartkarma-citation="entities:8770:1" rel="noopener">Latin Resources (LRS AU)</a> entered into a<a href="https://announcements.asx.com.au/asxpdf/20240815/pdf/066mpcs6zd41jz.pdf" target="_blank" rel="noopener"> Scheme</a> with significantly larger peer, <a href="https://www.smartkarma.com/entities/pilbara-minerals-ltd" target="_blank" data-smartkarma-citation="entities:7460:1" rel="noopener">Pilbara Minerals (PLS AU)</a>. Timing appears fortuitous. </li>
<li>PLS is offering 0.07 new PLS shares for each LRS share held.  LRS shareholders will own ~6.4% of the combined entity. LRS' largest shareholder, José Luis Manzano (7.9%), is supportive. </li>
<li>The scrip terms back out an implied price of A$0.20/share or a 67% premium to last close. This is done. And trading accordingly. Expected implementation late November, early December.</li>
</ul>


Back on the 15th August, lithium play Latin Resources (LRS AU) entered into a Scheme with significantly larger peer, Pilbara Minerals (PLS AU). Timing appears fortuitous. 
PLS is offering 0.07 new PLS shares for each LRS share held.  LRS shareholders will own ~6.4% of the combined entity. LRS' largest shareholder, José Luis Manzano (7.9%), is supportive. 
The scrip terms back out an implied price of A$0.20/share or a 67% premium to last close. This is done. And trading accordingly. Expected implementation late November, early December.


Latin Resources (LRS AU)'s Scheme With Pilbara Minerals

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>An announcement by Contemporary Amperex Technology Co. Ltd. (CATL) that is to halt production at its giant lithium concentrator in Yichun, Jiangxi province, triggered a sharp rise in domestic lithium mining companies’ stocks.</li><li>Ganfeng Lithium Group Co. Ltd. and Tianqi Lithium Corp. hit their daily price limits Wednesday, while other lithium firms saw significant gains.</li><li>CATL’s decision to stop production comes after steep falls in lithium prices, which have dropped 60% from previous highs.</li></ul>

An announcement by Contemporary Amperex Technology Co. Ltd. (CATL) that is to halt production at its giant lithium concentrator in Yichun, Jiangxi province, triggered a sharp rise in domestic lithium mining companies’ stocks.Ganfeng Lithium Group Co. Ltd. and Tianqi Lithium Corp. hit their daily price limits Wednesday, while other lithium firms saw significant gains.CATL’s decision to stop production comes after steep falls in lithium prices, which have dropped 60% from previous highs.

Boost for Lithium Mining Stock as CATL Halts Yichun Production After Price Plunge 

Cross Asset Strategy

<ul><li>Investors / In Depth: China’s PE investors left empty-handed as cash-strapped startups flout</li><li>Corruption /: Two ex-senior officials accused of holding on to classified materials</li><li>IBM /Exclusive: IBM chief says closing China units is ‘done’ and ‘not reversible’</li></ul>

Investors / In Depth: China’s PE investors left empty-handed as cash-strapped startups floutCorruption /: Two ex-senior officials accused of holding on to classified materialsIBM /Exclusive: IBM chief says closing China units is ‘done’ and ‘not reversible’

CX Daily: China’s PE Investors Left Empty-Handed as Cash-Strapped Startups Flout Compensation Deals 

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

<ul><li>Significant increase in the lithium market, with double digit percentage increases in the sector</li><li>The information about the market came from China and was transparent, leading to positive market reactions</li><li>Potential impact on downstream battery facilities and operating costs for CATL 's lepidolite mine</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Significant increase in the lithium market, with double digit percentage increases in the sectorThe information about the market came from China and was transparent, leading to positive market reactionsPotential impact on downstream battery facilities and operating costs for CATL 's lepidolite mineThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Hong Kong

Contemporary Amperex Technology Co., Limited. operates as a battery products manufacturing company. The Company produces and sells power battery materials, energy storage batteries energy storage battery cells, systems, and other products. Contemporary Amperex Technology also provides batteries recycling services.

Contemporary Amperex Technology (CATL) (3750 HK)

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Contemporary Amperex Technology (CATL) (3750 HK)

CATL CEO & Founder Robin Zeng: The Journey to Market Dominance

The company prioritizes providing high-quality chemical materials for their products, leading to strong consumer satisfaction, with a focus on...

In Good Company with Nicolai Tangen

Latin Resources (LRS AU)'s Scheme With Pilbara Minerals

Trading tight to terms Take down borrow cheaply on PLS, should the spread widen. Elsewhere, Liontown is trading at A$0.67/share vs. Albemarle's...

David Blennerhassett

Boost for Lithium Mining Stock as CATL Halts Yichun Production After Price Plunge

An announcement by Contemporary Amperex Technology Co. Ltd. (CATL) that is to halt production at its giant lithium concentrator in Yichun, Jiangxi...

Caixin Global

CX Daily: China’s PE Investors Left Empty-Handed as Cash-Strapped Startups Flout Compensation Deals

Investors / In Depth: China’s PE investors left empty-handed as cash-strapped startups flout compensation deals Private equity (PE) and venture...

Caixin Global

Is the lithium bottom in?

Recent double digit percentage increases in the lithium market have benefited struggling companies, with information coming from China leading to...

Money of Mine

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