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Posted
4 hours ago, Harrison Stafford said:

No joke, but I think AMYZF, finally, has a CEO who’s competent as the company’s trying to line themselves up for govt funding under the domestic production of critical minerals policy. Market seems to think today’s news is good (today’s press release is below).  AMY’s recycling process works.  The stock has gotten killed because of the drop in the price of lithium.  That oversupply ain’t gonna last forever and the demand for lithium, primarily due to the growth of EV’s and energy storage, will cause the lithium supply to struggle to keep pace, potentially leading to a significant shortfall in the coming years. 

 

RecycLiCo Partners with Lucid to Strengthen North American Domestic Supply Chain for Critical Minerals and Metals

July 23, 2025 - Surrey, BC

RecycLiCo Battery Materials Inc. (“RecycLiCo” or the “Company”) (TSX.V: AMY | OTCQB: AMYZF | FSE: ID4), a critical minerals refining and lithium ion battery upcycling company, today announced that it, together with Lucid (NASDAQ: LCID) and other industry leaders has become a founding member of the Minerals for National Automotive Competitiveness Collaboration (MINAC), a partnership focused on accelerating the development and procurement of American-sourced critical mineral resources for use in automotive manufacturing by domestic automakers and Tier 1 suppliers. The other MINAC members are Alaska Energy Metals, Graphite One and Electric Metals.

The MINAC members will work together to: 

  • Advance domestic mineral production through the completion of offtake agreements for American critical minerals for use in American automobiles; 
  • Identify and resolve barriers, and accelerate commercialization and customer adoption;
  • Improve coordination between the mining and automotive sectors; and 
  • Support the qualification and procurement of domestically produced materials by American automakers and Tier 1 suppliers.

The partnership recognizes the value of RecycLiCo’s advanced hydrometallurgical process to recover high-purity, battery-ready materials from newly-mined domestic ore, manufacturing scrap and end-of-life batteries and its potential contribution to onshore sourcing of essential materials and the establishment of a circular supply chain.

“The historic realignment of the global trading environment, together with governmental initiatives fostering reliance on domestic sources, has highlighted the need for the efficient recovery and refinement of critical minerals. This collaboration with Lucid and our other MINAC partners is a direct response to that need and will help us to validate and scale our technology and work closely with industry leaders,” said Richard Sadowsky, Chief Executive Officer of RecycLiCo. 

As part of the collaboration’s launch, Mr. Sadowsky will join fellow MINAC members for a roundtable and event on July 23, 2025, in Washington, D.C. alongside Arizona Governor Katie Hobbs, Alaska Senator Dan Sullivan, and Representatives Begich (AK) and Biggs (AZ)

So are we thinking $10 or $20 by eoy?

  • Haha 1
Posted
1 hour ago, Seger78 said:

So are we thinking $10 or $20 by eoy?

Man, I like the cut of your jib.  AMYZF has a process that efficiently recovers battery-ready lithium, cobalt, nickel, and manganese from end-of-life batteries and manufacturing scrap, supporting energy storage and broader industrial applications. Their process actually works.  Ultimately, there will be increasing demand for the recovery of the critical mineral components of batteries in multiple countries that will require the kind of battery recycling AMY’s technology can deliver.  All it takes is one decent-sized contract and we’re off to the races.  I have 125,000 shares at a cost basis of .91, so either $10 or $20 by eoy and drinks are on me.  Richard Sadowsky has been AMY’s interim CEO since last March.  He’s a lawyer, consultant, and investment banker based in New York City and appears to be putting the company in position to actually start to make some fucking money.  He knows what the company has and, unlike his predecessors, knows what the hell to do to unlock shareholder value.  To date, this has been a bad ride, but the company has plenty of cash reserves coupled with a low spending rate.  So, we wait as the world continues to change.

 

 

 

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