[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Mith & Abe [@Mith_](/creator/twitter/Mith_) on x 1686 followers Created: 2025-07-25 14:24:11 UTC What I am seeing are two factors driving the price movement. One is algorithms picking up on the connection between $ABAT and the Department of Energy. The second is the growing interest in critical minerals and rare earths, which is where one of the misconceptions about the company arises, that if they are involved with one metal, they must be involved with others, including rare earths. Those two items are why the price is moving right now, but there are some catalysts just sitting around waiting to pop that could cause much more volatility. I was talking to a few people this morning, and we were looking at the recent hires and the dilution over the last few months. @finlithium brought up one of Ryan’s milestones: “Achieve Board of Directors approved Recycling Manufacturing FY25 Ramp Plan” Based on the hires and the dilution, it is logical to assume this has been achieved. Ryan now has board approval to basically git ’er done. Getting the TRIC facility to the point where it is a true end to end platform is the most important initiative they have right now. Once Phase X is operational, they will be the first fully integrated commercial scale lithium-ion recycling company in North America. Corporate and institutional investors are watching this because it creates two major catalysts for the share price. It puts the company front and center in the new Cold War on critical minerals with China. President Trump, even before his spat with Elon, was rather lukewarm on EVs, but his administration is very aware of the role lithium will play in both the power grid and the AI revolution. Also, since his first term, it has eaten at him that China has dominated a sector of the automotive industry. So while he may not publicly support EVs and will follow through on his campaign promises about mandates and all of the fedlercarb, if there is to be an EV industry, he wants it to be American. The second part tied to the ramp up of the recycling platform is this: once the company reaches the point, even if small scale at first, where it is pushing out battery grade metals, it opens the door for them to move from what is likely a desk drawer full of MOUs with OEMs to actual binding agreements. This also gives the South Carolina facility much more weight and takes it out of the realm of possibility and into certainty. When it comes to the PFS, there is one aspect that will be a catalyst for the share price: if they are able to shift some of the deposit from measured and indicated resources to proved or probable reserves. Without that, the PFS will be just a more detailed PEA. But if they are able to add to the PP&E and capitalize expenditures on Tonopah, the financial model for the company will shift from speculative to solid. So you are right, this price movement has all the aspects of a typical pump and dump. The real question is whether the company will allow it to come crumbling down or keep the momentum going. XXXXX engagements  **Related Topics** [coins energy](/topic/coins-energy) [$abat](/topic/$abat) [abe](/topic/abe) [mith](/topic/mith) [Post Link](https://x.com/Mith_/status/1948751134816190645)
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Mith & Abe @Mith_ on x 1686 followers
Created: 2025-07-25 14:24:11 UTC
What I am seeing are two factors driving the price movement. One is algorithms picking up on the connection between $ABAT and the Department of Energy. The second is the growing interest in critical minerals and rare earths, which is where one of the misconceptions about the company arises, that if they are involved with one metal, they must be involved with others, including rare earths. Those two items are why the price is moving right now, but there are some catalysts just sitting around waiting to pop that could cause much more volatility.
I was talking to a few people this morning, and we were looking at the recent hires and the dilution over the last few months. @finlithium brought up one of Ryan’s milestones:
“Achieve Board of Directors approved Recycling Manufacturing FY25 Ramp Plan”
Based on the hires and the dilution, it is logical to assume this has been achieved. Ryan now has board approval to basically git ’er done. Getting the TRIC facility to the point where it is a true end to end platform is the most important initiative they have right now. Once Phase X is operational, they will be the first fully integrated commercial scale lithium-ion recycling company in North America. Corporate and institutional investors are watching this because it creates two major catalysts for the share price.
It puts the company front and center in the new Cold War on critical minerals with China. President Trump, even before his spat with Elon, was rather lukewarm on EVs, but his administration is very aware of the role lithium will play in both the power grid and the AI revolution. Also, since his first term, it has eaten at him that China has dominated a sector of the automotive industry. So while he may not publicly support EVs and will follow through on his campaign promises about mandates and all of the fedlercarb, if there is to be an EV industry, he wants it to be American.
The second part tied to the ramp up of the recycling platform is this: once the company reaches the point, even if small scale at first, where it is pushing out battery grade metals, it opens the door for them to move from what is likely a desk drawer full of MOUs with OEMs to actual binding agreements. This also gives the South Carolina facility much more weight and takes it out of the realm of possibility and into certainty.
When it comes to the PFS, there is one aspect that will be a catalyst for the share price: if they are able to shift some of the deposit from measured and indicated resources to proved or probable reserves. Without that, the PFS will be just a more detailed PEA. But if they are able to add to the PP&E and capitalize expenditures on Tonopah, the financial model for the company will shift from speculative to solid.
So you are right, this price movement has all the aspects of a typical pump and dump. The real question is whether the company will allow it to come crumbling down or keep the momentum going.
XXXXX engagements
Related Topics coins energy $abat abe mith