Is recycling really profitable or are they currently losing money per recycled battery? Share on Facebook Tweet on Twitter Post to Reddit. Their investor presentation (page 14) mentions that they can handle solid state batteries. It is a small cap stock, so be prepared for volatility. Some videos I’ve seen from them don’t directly address this, but list nickel as one of the core drivers going forward due to LIB batteries for EV moving more towards it as the cathode. What I'm most curious about is their touted 95%+ recovery rate. the average target price forecast for Peridot Acquisition Corp - PDAC is $ 0 within the next 1 year, down 100.00% from the current price of $ 10.65. Firstly, there is enough of an addressable market based on the current universe of lithium-based batteries, and forecast to be so with the penetration of solid state batteries within EVs and energy storage systems for this to not impact Li-cycle in the medium-to-long term whatsoever. Case in point - look at DCRB ( this is the third SPAC by Riverstone) - What is their success rate and the CEO expertise in the marketplace. Epic DD. A-Rod joins blank-cheque derby to build the 'Yankees of SPACs' Kim Bolton's Top Picks: Feb. 24, 2021. Have included some notes from that DD below. They may be one of the first of the new generation of … Rob Lauzon's Top Picks: Feb. 23, 2021. Colin Stewart's Top Picks: March 17, 2021. A: Somewhat, but not in a detrimental way for Li-cycle - hear me out. Big Picture Podcast for March 4: The stock market rally marks two years/PDAC mining preview. Danielle Bochove and Divya … This script is adapted from one I did for a video, which if you prefer listening to reading, you can check it out here: https://youtu.be/JPIa1o8cz80. Mining; Commodities 'Massive petri dish of handshakes and coughs': Toronto’s PDAC mining conference to go on, but hand sanitizer will be flowing . 1200 warrants... bought right before the market started crashing... averaged them down some but still at 3.68. Robert McWhirter's Top Picks: April 12, 2021. Now, we're not talking about silicon level abundance, and we will need battery recycling no matter what, but it's a question of whether pdac can be profitable as new supply comes online. Toronto, Ontario--(Newsfile Corp. - March 1, 2021) - Canada Nickel Company (TSXV: CNC) is pleased to announce that the company will be presenting at Red Cloud’s 2021 Pre-PDAC Mining Showcase. Given the demand for batteries to be recycled outweighs the current recycling capacity, the differentiator here ultimately drives increased profitability versus peers. Not sure who will be purchasing the material from Hub 1, but the proximately could lead to speculation. Longer term, its competitive advantages of being able to extract more battery metals as well as having a more efficient cost base structure enable it to operate more profitably than competitors, should there be a pressure on them, in this regard. You should've expanded on the PIPE, the Mubadala sovereign wealth fund are involved which is pretty big. I dont have a position in PDAC (yet, this post did peek my interest)... a couple of questions, are there any meaningful competitors here in the US? Research into this deadly illness has led to some of the top biotech stocks reaching new heights. Find the latest Peridot Acquisition Corp. (PDAC-UN) stock quote, history, news and other vital information to help you with your stock trading and investing. EDIT #1: When I said "it'll recover," I meant the stock price. At the time of writing this post, the stock was below $4.60. Disclaimer: I am long PDAC in common shares, for me this is a long term hold. Right now I don't know the exact numbers but in their presentation they expect a quite high EBITDA margin. If the success of the business model is tied directly to a commodity that isn't particularly rare, that's a risk. To point out, CRDF stock is looking at gains of over 550% in the past year. Real-Time CSE Quotes Now Available on RBC Direct Investing. Just want to add an interview with Li-Cycle on Inside Transportation podcast episode 17.5: https://podcasts.apple.com/us/podcast/inside-transportation/id1504547591?i=1000489159592. It's pretty easy to find in the presentstion, I will look at it again tomorrow and edit this comment but it was higher than 50% if I'm not mistaken. Share Share this Story: Podcast: Stock market rally two years on, and PDAC gets previewed. Share your opinion and gain insight from other stock traders and investors. I have a shit tonne of PDAC+ (warrants). Battery recycler Li-Cycle revealed in SPAC transaction. Stocks notch longest weekly rally since October. For the Canadian Securities Exchange it was particularly eventful because in addition to having a very busy booth at the Investor’s Exchange, our team was also involved in keynote addresses, panels, networking events (including the parties!) Trakstocks ($trkstks) - Promoting the research of undervalued stocks and hypermovement growth. Author of the article: Barbara Shecter. What’s the point of recycling the batteries if they dead...like I don’t get it...it’s this an attempt at helping the environment be cleaner ?? Maybe I didn’t make it clear enough but the point about lithium prices up driving up margins was in relation to that point and I covered it in the video in a little more detail. Prev Post New Listing Alert: Rritual Superfoods – Plant-Based Products for Modern Wellness. Scale clearly does benefit the business - once you have large hubs it becomes a capacity play to maximise profitability. European Investment Bank poised to deploy blockchain for bond sale. Peridot Acquisition Corp (PDAC) Stock Discussions on Social Media. The rapid growth in the manufacture of batteries needs to be supported by an effective and efficient battery recycling proposition. FD: Long 100 shares PDAC, looking to add more. BMO selling EMEA asset management business for $1.09B . Wall Street banks summoned by regulators over Hwang's blowup. Munger calls out Robinhood, other brokers for ‘dirty’ profits . Interesting - what was the project in relation to? Five signs it's time to tell your advisor to take a hike. At the end of this, they will need recycling which gives good visibility on volumes, Resilient model - supply of batteries to be recycled is contracted, as are off take agreements for the majority of battery materials which will be recovered from the batteries being recycled. Special Purpose Acquisition Companies (SPACS), Units, Warrants and the best DD on Reddit. great post/dd, Li battery recycling is the future and environmental-friendly - big potential support for those technologies from US gov upcoming, will thus holding long-term. China's stock volatility contrasts with calm in bond markets . Have included some notes from that DD below. Why? It's not a short read, but there is a TLDR at the bottom. JPMorgan says banks’ Archegos hit may be up to US$10B. If anyone has any info/studies validating this please share. message the mods; AustinBBurger; about moderation team » discussions in u/AustinBBurger < > X. PDAC STOCK, DOES THIS STOCK HAVE HUGE POTENTIAL GROWTH? price, and the analysis recommendations. Press question mark to learn the rest of the keyboard shortcuts. Levi surges to highest since IPO on optimistic sales outlook. Hub 1's location in Rochester, NY is also a bit interesting as it's only 1 hour away from Buffalo, where Tesla's Gigafactory 2 is located. Your vote determines the fate of this post! working with lucid to recycle their batteries would be so huge. As a side note I want to mention the two stocks beside PDAC I am most bullish on in the entire market for the long-term right now: IPOE and NTLA. Andrew Moffs' Top Picks: March 30, 2021 . and interviews.. I am betting this could be big. Discover the vast potential of Canada’s North at PDAC 2021. HOUSTON, March 08, 2021 (GLOBE NEWSWIRE) -- Peridot Acquisition Corp. II (the "Company"), a blank check company sponsored by an affiliate of Carnelian Energy Capital Management, L.P. ("Carnelian") and formed for the purpose of entering into a merger, share exchange, asset acquisition, … Peridot Acquisition Corp. [NYSE: PDAC] traded at a low on 02/16/21, posting a -0.36 loss after which it closed the day’ session at $13.80. I don't know enough about the chemistry of LIBs and their process to validate that. Publishing date: Mar 03, 2014 • … They compare themselves to pyrometallurgic recycling techniques, but I've seen a study that mention other technologies that employ exclusively hydrometallurgical techniques as well. GameStop skeptic warns that Reddit rally will fade; shares slump. See the company profile for Peridot Acquisition Corp. (PDAC-UN), including business summary, industry/sector information, number of employees, corporate governance, key executives and salary information. Invest Canada North Investing Mining mining in Canada's North PDAC 2021 Post PDAC Summit stocks virtual presentations. Edit: Removed an unintentional user link. But I do like the story around it and hoping the stock price has an uptick as the news spreads. Ontario Teachers’ cuts bond bets after 21% fixed-income gain. edited 3 months ago. Next Post . Since the DA announcement earlier this week, I have been doing some DD on PDAC and its merger with Li-cycle. ???? If this post breaks the rules of r/SPACs, belongs in the Daily, Weekend, or Mega threads, or is a duplicate post, please downvote this comment! On a per battery basis, it depends on the specific contract and type of battery, but given the legal requirement for the manufacturer to ensure the battery is recycled, oftentimes they pay to ensure they are recycled (as per Umicore). March 8, 2021 - 7:03 pm. Beaten-up bulls point to rates rising for 'right reasons' Jennifer Radman's Top Picks: Feb. 22, … You didn't touch on my main concern with them, that their profitability is tied to a commodity price. Their key off-take customer Traxys is owned by Carlyle and Moore Strategic Ventures. The ev revolution is obvious and there's a bit of a supply glut from covids effect on 2020. Any units not … Reddit; Pinterest; LinkedIn; Tumblr; Breadcrumb Trail Links. The company report on February 17, 2021 that SHAREHOLDER NOTICE: Brodsky & Smith, LLC Announces an Investigation of Peridot Acquisition Corp. (NYSE – PDAC).. Get the hottest stocks to trade every day before the market opens 100% free. New supply will always cap price in the long term, since lithium's not that rare. Yeah there are competitors doing the same thing, with various different approaches and patents and Li-cycle differentiates on its range of battery metals which can be recovered and recovery rate. If the post above contributes to the sub in a meaningful way, please upvote this comment! The battery metal prices are forecast to continue increasing for some period of time, I most closely follow the benchmark estimates, but other analysts are aligned to this too. You recycle batteries to extract the metals out which then can be sold. A division of TSX Group Ltd. is teaming up with an exchange in Santiago to create a new venture exchange in Chile with an initial focus on the mining sector . Q: Will solid state batteries impact this? At $3.50ish it’s a great value if your investment timeline is long like mine. Battery manufacturers have regulations they have to meet with regards to recycling, failing to meet these will result in financial penalties. Riverstone's most recent SPAC, Silver Run Acquisition … RBC Direct … Interesting play and I'm looking to increase my position. CPPIB selling its stake in GlobalLogic to Hitachi. Reddit-inspired retail traders open tip-trading bar in Tokyo. Larry Berman: … Find the latest Peridot Acquisition Corp. (PDAC) stock discussion in Yahoo Finance's forum. PDAC & Li-cycle DD: if you're bullish on EVs and green economy, you want to look at this... DD. Lithium is not necessarily their core product in the future. Biggest bitcoin fund provider to offer different crypto trusts. This is not solyndra again, but that does come to mind. The have warrants as well. Copy Link; Email; Facebook ; Twitter; Reddit; Pinterest; LinkedIn; Tumblr; Trending. Jason Mann's Top Picks: April 9, 2021 . EDIT #2: Program Manager and Sales Manager hiring at Ceragon Networks in Richardson, TX. Meme stock mania kicks up anew after GameStop shares triple. Based on historical earnings. Wall Street math shows ESG funds can ride the value stock boom. Are you going to hold thru the conversion and buy common stock once it hits Wall Street or are you going to hold these next several weeks and hope for a peak to sell? Mining; FP Street; PDAC 2014: Canadian stock exchange joins Chile to form South American mining exchange . CHAMATH PALIHAPITIYA'S … Elim Mining will be exhibiting at the upcoming Virtual PDAC from March 8-11, 2021. Article … S&P 500 poised to double by end of decade: Bernstein. Li-Cycle Corp announced on Tuesday (February 16th) that it will announce a deal valuing a lithium-ion battery recycler for $ 1.67 billion through a merger with blank check acquisition company Peridot Acquisition Corp. This is the level of DD we want our users to strive for on this forum. Tyler Anderson/National Post. With all the lithium plays out there, I’m leaning towards watching closely and selling. Great dd post. The convention is the premier mining convention in the world and will be held virtually March 8-11. Nice post. Peridot Acquisition Corp. Peridot Acquisition Corp. II; Peridot Acquisition Corp. Peridot Acquisition Corp. II One differentiating factor was that their recovery rate was higher (Retriev's was estimated as 65-80%). created by AustinBBurger a community for 12 months. MODERATORS . 1 . I'm QualityVote, and I'm here to give YOU the user some control over YOUR sub! Find the latest Peridot Acquisition Corp. (PDAC) stock quote, history, news and other vital information to help you with your stock trading and investing. Looks like you're using new Reddit on an old browser. Share Facebook Twitter ReddIt WhatsApp Linkedin Email. Press question mark to learn the rest of the keyboard shortcuts. Reddit frenzy stabilizes as meme stocks' moves sync with S&P 500. Ultimately, the demand for recycling batteries is greater than the current capabilities, so this dynamic alone will not result in any pressures for Li-cycle here. Have you really done any research - a management affiliation is nice but it just means they worked there. Larry Berman: Evidence of a melt-up bubble is growing, caution signals are rising. Levi surges to highest since IPO on … One thing to note regarding the spoke and hub system is that the first hub is still in late stage development according to slide 15 of the presentation, so the current revenue is from the black mass, mixed plastics, and shredded Cu & Al. So I don't think this is a risk for 21, but beyond that if prices increase too much we will see new supply come online. Excellent DD, listing risks is very important and most posts here completely ignore doing that, thanks a lot! Get an ad-free experience with special benefits, and directly support Reddit. Organizers ramping up cleaning and disinfection of things people touch: from door handles, to microphones, to touchscreens . Please join management and learn about upcoming plans. We use cookies on our websites for a number of purposes, including analytics and performance, functionality and advertising. Rahul Patil February 16, 2021. This year’s PDAC was a great opportunity to connect with the mining & exploration industry, government, investors and more. It is now at $5.35 in pre-market on the morning of 2/11/21. I will also address some of the very fair challenges from comments on the video. March 18, 2014 CSE Blogger. Significant growth required to deliver the growth plan, Potentially mitigated by customer contracts in place to underpin growth and construction being underway for the first hub plant, If costs overrun or company faces delays then strong possibility that company will raise capital through an equity raise - diluting existing shareholders, Overruns, delays, etc. I 99.9% believe IPOE (SoFi) will be added to ARKF and read somewhere that Cathie has a ~$200 price target on them by sometime in 2023 (Can no longer find this link so take this price target lightly for now). Given the size of the company today, this is a lot of growing to do! Topps looks to go public in … Waiting on the development of the Rochester site which will lead to the rapid growth of the company which we all want! They could get expansion to the middle East as well deals with Lucid given that Lucid are backed by the wealth fund. Q: Won't the cost of getting batteries increase as battery providers know that there is reusable material in them? A: In my view, this is unlikely. get reddit premium. Demand for lithium and other metals is growing faster than new sources can be identified, relevant permits sought, mine built, construction started and having a commercially viable product. You will be able to attend various interactive presentations, participate in group discussions and build relationships with your peers virtually. Collins shared why investors should be looking at New Providence as an alternative to some of the stocks being pushed on Reddit's WallStreetBets, Peridot Acquisition Corp - PDAC. but its indicative and directional. Novogratz's Galaxy Digital leads US$36M Republic investment. Implied valuations on the basis of these averages are as follows: NB - yes there are flaws in this analysis (dilution from warrants, etc.) Reddit; Pinterest; LinkedIn; Tumblr; Breadcrumb Trail Links. Author of the article: Bloomberg News. As the price of lithium and other battery metals increases (due to long term demand / supply imbalance) recycling technologies which maximise the recoverability and reusability of metals from expired batteries becomes increasingly important. Battery recycler Li-Cycle went public in deal with Peridot SPAC, https://finance.yahoo.com/news/battery-recycler-li-cycle-public-124427092.html. In management projections they have done this on the basis of more conservative figures than the benchmark ones (and many analysts) and so I think there is some conservatism baked into this. Most current forms of battery recycling do not result in any recovery of battery metals. This is a good study to refer to IMO get some footing on other recycling processes out there. Again, it goes without saying, these are entirely dependent on your belief that management can hit their growth plan and deliver on their strategy. The model is like that in many other recycling verticals where the company pays the recycling company to recycle their products. HOUSTON, Nov. 16, 2020 (GLOBE NEWSWIRE) -- Peridot Acquisition Corp. (NYSE: PDAC.U) (the "Company") announced that, commencing November 16, 2020, holders of the units sold in the Company's initial public offering of 30,000,000 units, completed on September 28, 2020, may elect to separately trade the Class A ordinary shares and warrants included in the units. The CSE continues to expand market access to its listed securities and can now confirm that in addition to order-entry, RBC Direct Investing is now fully connected with CSE real-time data enabling investors to trade CSE stocks with the full advantage of real-time quotes. recycled sources) will become increasingly important - great news again for Li-cycle, ESG targets are the driving factor for increasing adoption of EVs and drive towards a greener energy ecosystem, Investment into recycling infrastructure is critical or else you face an environmental crisis with irresponsible battery disposal down the line, Growth in other parts of the value chain (battery metal mining, battery manufacturing) is greater than that in recycling, so it needs to be a focus, This is being, and will be driven by governments, both in the form of laws and regulations, as well as subsidy based financial incentives, Very, very broadly speaking, there are 2 ways to recycle lithium batteries; a traditional method which is more environmentally damaging and where no battery metals are recovered or can be reused and newer methods which are more environmentally friendly and allow recovery of battery metals, Li-cycle is in the latter, with its patented approach (strong differentiation and good barriers to entry) enabling it to recover more battery metals than other methods, Highly scalable and very cost effective - minimises costs associated with transportation of heavy batteries, Batteries are taken to spoke, where they are shredded and overall weight decreased - copper, aluminium and plastic are sold, Reduced weight materials taken to hub where battery metals are extracted, refined and prepared for reuse, Also acts as a barrier to entry once established - competitors have to invest in similar model if they are to deliver comparable margins; importance of first mover advantage here, Also given time it takes to construct battery manufacturing plants, it enables Li-cycle to effective plan its own footprint, Good visibility - the number of batteries in use and being manufactured is known, as is the useful economic life for each of these batteries.
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