Split Fusion @splitf
Software architect, poker, grouper fishing, Lithium stocks and associated battery metals. All posts are simply my opinion. Joined April 2009-
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Split Fusion retweeted
Sayona Mining $SYA & Piedmont Lithium $PLL merged to form Elevra Lithium $ELVR, NA's largest hard rock lithium producer w/ 70Mt+ reserves. Benefits: cost synergies, simplified ops, brownfield expansions, stronger balance sheet, & accelerated growth for EV/energy storage demand.…
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Split Fusion retweeted
Split Fusion retweeted
Some thoughts on China lepidolite shutdowns. #Lithium linkedin.com/posts/matt-fer…
Split Fusion retweeted
Multiple market participants report a major safety incident at Albemarle's Chile lithium ops, with part of production suspended. ALB Chile = ~24% of Chile’s 2025 LCE output, with the majority exported to China. On a pro-rated basis for the 4 months left in ’25, that’s c.7% of…
China failed for many years before getting it right, sometimes you have to struggle to learn. It would however be nice if their learning came at the expense of someone besides shareholders😒
China failed for many years before getting it right, sometimes you have to struggle to learn. It would however be nice if their learning came at the expense of someone besides shareholders😒
Split Fusion retweeted
Let’s get Dwayne Sparkes back on @X
Split Fusion retweeted
Given technology improvements and low material costs I would expect this trend to continue and generate significant demand growth. #lithium
Split Fusion retweeted
Tesla lithium refining: "We processed our first spodumene (lithium-containing concentrate) through the front-end of the lithium refinery only 18 months after ground-breaking: much faster than any plant we know of outside of Asia. The intermediate material was on-spec, and we are…
Split Fusion retweeted
Sept 23 Primero said get primed. Happy anniversary? $SYA
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