The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Elon looks to be touting Argentina as the way to invest.
Hopefully VW & Co have Europe wrapped up for offtakes . . .
https://x.com/elonmusk/status/1787654457339342932?s=46&t=D927WdSWBtBIorQuOpmvQQ
@Skelly85.Back to your gate!
Let's just hope that it is somewhat better than last years' timeline https://youtu.be/LWsqjlVr8Ho
If I were him I would be happier to give interview if there was some positive news to go with it at this stage.
Maybe an RNS in the morning ?
Maybe RockStock has been infected with KC-ism and is just throwing around random, false dates for things happening. š¤£
Was the interview available today?
Hmmm.
Why do you think that?
Smells like LG Espen
Well, if it is in the bag then the Sp is 40p all day long.
By June latest.
What's not to like?
As for the Gigafactory, I would like to know the name of the foreign mystery investor.
I certainly am not ruling Musk out.
I suspect that it is in the a bag Espen , as is finance , and offtakes , partnered gigafactory for CEZ , every one whinges about price , and will take for ever to agree upon . Partnered gigafactory for CEZ talks getting better .
Hey thanks for the reply Fingersxed.
Good question.
I would pose this question.
Did you know you have implied twice in an interview that the ā¬49 million Grant is already in the bag?
I think the look on his face would tell us the answer to that.
Espen , my question would be about the 60,000 tonne production . And then consequent stage 3 , how long ?
The interview will be today, but if it's not live streamed, might be a few days until it's published to allow for editing.
They're normally pretty rapid so wouldn't expect to wait long.
I am a long time reader of this thread and an investor.
Looking forward to today's interview and what valuable morsel KC may impart.
Did any of you forward any questions?
What is the one thing you really want to know?
Unfortunately they invited that end.
Will be interesting to hear something from the horse's mouth rather than from the other end for a change.
What times the interview today & will it be a live stream?
Why It's The Best Time EVER To Buy Lithium Microcaps
https://www.energyandcapital.com/why-its-the-best-time-ever-to-buy-lithium-microcaps/
German Foreign Minister Annalena Baerbock warns against becoming too reliant on China
https://www.abc.net.au/news/2024-05-05/german-foreign-minister-annalena-baerbock-china-russia-trade/103802558
Shhh! 3 Secret Lithium Stocks Flying Below Wall Streetās Radar
Europe in danger of losing EV battery race - Court of Auditors
https://uk.news.yahoo.com/finance/news/europe-danger-losing-ev-battery-150600027.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAHbsqt1C6iTVHC8U4FBNSKFxvp1EntzFwFtmbj5HW0mHMS-vXDtZO_ITlAzzE_5-_oDTa-f7Q5uG1FAuSQ_J7ISIABMAjkZc1PO5vRfwyCXfGneP9UJdtOPPRt5F05YHlK4Uv_bcsYGp0XAhWGfjKXKirIRvh-i77cCE9AEbSOt4
Https://www.linkedin.com/posts/pawelswieboda_cobalt-graphite-lithium-activity-7192778281836793857-veCd?utm_source=share&utm_medium=member_android
The CMRA is a game-changer for Cinovec - powered by CEZs green energy its plans to be less cardon intensive than brines - its a real things that its the 5th largest non brine in the World and the largest in Europe by far
For me - the previous delays in DFS are the opportunity now - the So was in the 30s in December but now on the door step of alot more with ehe DFS being finalised now the main hurdle of local acceptance has been crossed
Half the banks price, this means alot to me when looking at the opportunity. With plenty of cash, its just a countdown from here.
https://www.expats.cz/czech-news/article/czech-government-mulls-lithium-mining-in-usti-region
https://www.euractiv.com/section/politics/news/czech-government-reveals-plans-for-new-gigafactory-investor-name-withheld/
Local acceptance was as one fuse lighting moment. Feels like alot of people are sleeping on EMH for now but each piece of news will follow into the next
A real old article but good for context when you look at where we are Today.
https://nextinvestors.com/company/asx-emh/
Our Big Bet for EMHBig Bet Tooltip
EMH significantly re-rates to $1BN+ market cap on reaching a successful Final Investment Decision for its hard rock lithium project strategically located in the heart of Europe.
Wiseinvestor, I am fairly sure that"Leon" is a "Bot" and it is pointless in responding.
That said please keep up the excellent and informative posts.
Leon, you repeat that same thing all gbe time on purpose to try be confusing.
https://ec.europa.eu/regional_policy/whats-new/newsroom/30-04-2024-9th-jtp-conference-reflects-on-the-progress-social-dimension-and-future-of-just-transition_en
Some new info on the Just Transition fund
And come on the CRMA
https://www.globaldata.com/newsletter/details/eu-grants-final-approval-to-critical-raw-minerals-act_660377/
https://www.linkedin.com/posts/international-lithium-association-ilia_carbonfootprint-lithium-innovation-activity-7173619144280457217-MMru?utm_source=share&utm_medium=member_android
-
I keep thinking what huge derisking factor it is to now have local support for the project - it was obviously a major cause for delays in the DFS that are now resolved. Resolved in a way that supports the economy, job creation as coal is phased away from supports EMM/CEZ to recieve it.
Local support, the CMRA, DFS being finalised and we still get to buy and half the price the bank paid.. while the mcap is equal to the grant..
Jan LosenickĆ½, Mayor of KadaÅ, added: "We welcome the plan of ÄEZ and Geomet to build a lithium plant in PrunĆ©Åov. People from our town who currently work in coal-fired power plants or mines, but which will be gradually downsized and closed, could find employment in the processing plant. The investor has promised to invest in the training and retraining of current employees so that they can be employed in the new sophisticated plant. We are glad that ÄEZ will not leave the region with the end of coal but will remain one of the largest investors and employers in the region, also thanks to the lithium park project.
Sounds like its happening but not priced in.
Just a countdown from here to all the above - local acceptance is a huge hindrance for so many projects in Europe
https://www.theguardian.com/technology/2024/feb/21/german-town-votes-against-tesla-plans-to-expand-gigafactory-carmake-industrial-action-sweden
https://www.linkedin.com/posts/europeumprague_latest-news-policy-paper-from-sofia-activity-7183417936806596608-MO2s?utm_source=share&utm_medium=member_android
Hope everyone's well and enjoying the long weekend, we have a good rest of spring and summer ahead. 40s - 50s on grant - 80s+ on Offtake
I wanna here more about the 8bn gigafactory, it's been 2 months now since the unnamed investor put in there bid
Sikela also revealed in November that Czechia is in discussion with five other potential EV plant investors āfrom other continentsā. Fiala said, āthe gigafactory project is a strategic government priority, and it is in our interest to have the entire chain from lithium mining through the gigafactory, i.e. battery production, to the final products in Czechia.
So the inking was a lie? Say it isnāt so.
DFS was a lie? No way.
Offtakes was a lie? Perish the thought.
Funding was a lie? Surely not.
The next BCN? Oh dear.
I imagine an improved process will be great for the project if it ever gets that far.
It's more a matter of confirmation than improvement imo...
Would you like to answer my question on the hydroxide process please?