Date: 17/01/2025
*** GENERAL AVICE ONLY***
Company Overview:
Founded in 2018, Vulcan is building the world’s first integrated sustainable lithium and renewable energy business to decarbonise battery production. Vulcan’s Lionheart Project, located in the Upper Rhine Valley Brine Field bordering Germany and France, is the largest lithium and geothermal resource in Europe and a tier-one lithium project globally.
Vulcan Energy uses a simplified two-stage process to convert lithium-rich brine into a battery-ready product. This commercially leading, Adsorption-type lithium production is powered by renewable heat, with renewable energy supplied directly to the grid and lithium delivered straight to offtake partners.
Vulcan has produced the first battery quality LHM at its downstream optimisation plant, by processing high purity lithium chloride concentrate extracted from brine at the upstream, Adsorption-type Direct Lithium Extraction (A-DLE) optimisation plant (LEOP) in Landau
This represents the first fully integrated, battery-quality LHM produced in Europe, from raw material to final product. The product is fully domestically produced using an integrated and secure supply chain, including upstream raw material production from the LEOP, strengthening Europe’s raw material independence and advancing the green mobility transition
Rationale:
VUL came out with positive production news last week and the share price has reacted positively. VUL raised $164 million at $5.85 in early December 2025, so this gives us an opportunity to buy VUL at the same price as the last cap raise with less risk as the company has achieved significant milestones
Trade Strategy: Buy Vulcan Energy (VUL)
Entry: Buy VUL up to $5.95
Exit: Target $7.50 | Stop Loss $5.05 (Use a 30% trailing stop)
Disclaimer: The recommendation given is general advice only. It does not take into account your personal objectives, financial situation, or specific needs. This information should not be your sole resource when making such decisions. We strongly recommend you to seek the advice of financial, taxation, and legal professionals before finalising any investment decisions.
