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Gsdsitgs, I agree with most of your points except......... If European mines get European finance... they will be obliged to buy European lithium. Just think about what the Greens would say about the 'sea miles' from Chile or Oz. They would have a field day.
Dumbpunter is right about the deal rejection possibility (I disagree with his other opinions and claims though), if CEZ dislikes something, they can easily stop basically anything. There is zero change EMH will be able to do some independent, behind the curtain, offtake agreements or separate deals.
Sheesh. You'd try the patience of a saint. My point was that CEZ cannot say 'no Geomet, you cannot sell Li to anyone else but us.' In your own words... if both can block the other, then nothing will happen. These are such rudimentary points. Do you really think your genius is so great that you've thought of something the EMH and their lawyers haven't thought of? I think you may have to be filtered.
CEZ have 51%, so no problem there. >>Either way, CEZ cannot block offtake agreements with other offtakers in order to retain resource for themselves. Yes they can, as can EMH, if we are assuming this shareholder agreement exists.
>>Neither can they set their own price. No they cannot
First post......mmmmm. You've quoted the RNs but you've left out some of it. After "market value" the paragraph continued "albeit subject to any applicable regulatory approvals required at such time, including shareholder approval."
DP is correct. The RNS of Thursday 05 December, 2019 says “the Geomet Shareholders' Agreement includes certain minority shareholder protections with a number of reserved matters which require the approval of both CEZ and EMH, in the event of a deadlock on completion of the proposed work programme if the parties disagree on a construction decision, CEZ has the right, but not the obligation, to buy EMH's interest in Geomet at market value”. But anyway, it is not critical; the Czech state has a dominant position in Geomet and the means through other Ministries and regulatory agencies to block any downstream development that does not fit its own policy/plans, which seem to be to make batteries in CZ; VW may have some role, but an offtake agreement seems unlikely. The interesting questions are then, where does that leave EMH and how does one value it?
>Curiously enough, Mr Punter spends the vast majority of his time on 3 specific AIM miners. I'll just note that, for all three companies he posts in, they all list the same finance broker (same company, same individual).
Go on, tell me who the broker is and then report them to the FCA. They call you a stupid ****, too. Y
DP, almost everything you've said in your last diatribe is absolutely and verifiably untrue. Please, in future take the time and effort to at least show some understanding on what's going on here. For someone who is not invested here it's bewildering why you even bother...
Antelope, yeah it's pretty easy. Check posters LSE posting record, check the last few RNS for anything along the lines "SUCCESSFUL EQUITY PLACING" and see who the marketing/broker teams are.
Be careful to avoid accidental accusations, as it's a relatively small world broker/marketing wise. But the amount of times you will notice the same people involved in the finance + a frothing positive posting record around the time of swamping equity onto the market..
I've played this fun game with AIM message boards, trying to suss out punters with slightly odd and jarring opinions.
It's a highly depressing but successful game, that often drags out the probable intentions of serial AIM message board punters, who appear to post regularly during the 9-5pm hours with rabidly pro/anti opinions on specific stocks.
Who posts on AIM message boards? Often the marketing/social meeeedja darlings, plus the boat load of brokers and their financial partners who tag onto a company and try to sell equity. Also - investors and sheep.
Curiously enough, Mr Punter spends the vast majority of his time on 3 specific AIM miners. I'll just note that, for all three companies he posts in, they all list the same finance broker (same company, same individual).
>>for someone who comments with such authority I would just like to ask why you sold EMH just before its last run up to £1, then you sold BCN just before the "Possible offer" I moved away from projects that are years away and into those that will start in the next year. Also projects that have a low SP and high potential near term growth. So HE1, CUSN up 250% and 90%. SAV which is actually in negotiations to supply VW via galp, also RBW.
I sold out of EMH because its a high risk mine with very high capex and opex, using a novel lithium source with low lithium. Everything EMH claim, is untrue, it's years from production, potentially very expensive to operate and needs huge investment. Unlike Zinwald and British Lithium they haven't produced a pilot plant or a DFS - six years in. The resource levels are unimpressive.
As for BCN, political, mafia and China risk make it uninvestable to me.
>> no DP. It's a lot more nuanced than your 'common sense' is telling you. Our arses are covered >>Things like this is normal in commerce. It's not normal to sell the majority of a company and expect to keep control of it. The Czech government certainly states that they have take control.
Regardless of any shareholding agreement, any decision about offtake can be stopped unless it benefits CEZ. The Czech government has already made its clear what the an is.
DP for someone who comments with such authority I would just like to ask why you sold EMH just before its last run up to £1, then you sold BCN just before the "Possible offer" that has seen the SP steadily climbing, and for the triple you bought SAV just before there heavily discounted placing that has probably lost you at least 30% so far...you hardly have a track record worth following.