The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen 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.
Vláda a CEZ v úterý zrejme podepíšou memorandum o továrne na baterie pro elektromobily, tzv. gigafactory. Investice má v první fázi cinit 52 miliard korun.
On Tuesday, the government and CEZ will probably sign a memorandum on a factory for batteries for electric cars, the so-called gigafactory. The investment is to amount to 52 billion crowns in the first phase.
https://twitter.com/CT24zive/status/1419656542413115395?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1419656542413115395%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fs9e.github.io%2Fiframe%2Ftwitter.min.html1419656542413115395
Interesting tweet but no mention if its with a partner or they're going it alone....
These articles confirm EMH and Cez are going to production we don;t need the DFS to make the desicion . Wake up POMS . All the puzzle pieces are in place , including finance etc , just now need to dot the eyes and tess on the DFS .
The first step to building a Gigafactory. At the government, we have just approved the wording of a memorandum between CEZ and the Government of the Czech Republic, represented by the Ministry of Industry and Trade. The expected investment of over CZK 50 billion will bring min. 2.3 thousand jobs.
https://twitter.com/KarelHavlicek_
The IEA Forecasts 2020 To 2040 Total Demand Increases Of Lithium Of 13x To 42x, Graphite 8x To 25x
https://seekingalpha.com/article/4444812-the-iea-forecasts-2020-to-2040-total-demand-increases-of-lithium-13x-to-42x-graphite-8x-to-25x?mail_subject=matt-bohlsen-the-iea-forecasts-2020-to-2040-total-demand-increases-of-lithium-of-13x-to-42x-graphite-8x-to-25x&utm_campaign=rta-author-article&utm_content=link-0&utm_medium=email&utm_source=seeking_alpha
Fingersxed, still buying or waiting it to go lower?
https://www.bloomberg.com/news/articles/2021-08-05/biden-sets-u-s-goal-of-50-clean-cars-as-carmakers-ask-for-help?utm_source=telegram&utm_medium=msg&utm_campaign=telegram
Massive for Lithium industry
Domestic sourcing
https://twitter.com/i/status/1423205787766231042
Strong start EMHLF 30 K buy order $1.22 or 88 p
Total mixed signals across the indices at the moment, but get the sense when this takes off it could be quite dramatic. Fingers crossed eh!
http://www.koreaherald.com/view.php?ud=20210805000737 Absolute BOOM times to come .
Blonde-ad , I think your market maket on AIM is pulling the woollies over your eyes , your last 50 k trade just landed on our board trying to make 5.3 p , you Britts just have to stop selling .
Agree that there’s a lot of opportunities being created by the multiple markets, and price difference/currency fluctuations etc.
This is probably a quiet August, holiday season in Europe, covid etc, but September could be full of great news. Outgoing Czech administration will want bragging rights over Cinovec and gigafactories & possible multiple offtake agreements. A good time to top up with great things to come!
Buy everything! JPMorgan bullish on lithium miners
https://www.afr.com/street-talk/buy-everything-jpmorgan-bullish-on-lithium-miners-20210810-p58heu
Fingerxed, will you please cease referring to us European investors as "Poms" we are not all in GB!
Yup, and us Scots don't like it either lol
Some interesting facts while we wait patiently to pass the £1 mark ...lol
The term Pommy for a British person is commonly used in Australian English and New Zealand English, and is often shortened to Pom. The origin of this term is uncertain. A number of fake etymologies have sprung up, mostly along the lines that POM is an acronym for "Prisoner of Mother England" or somesuch, referring to the fact that the earliest Australian settlers were convicts, sentenced to transportation. None of these explanations bears up under scrutiny, and the use of acronyms is largely a late twentieth century phenomenon. A more likely etymology is that it is a contraction of "pomegranates", a red skinned fruit, which bears a more than passing resemblance to the typical pale complexioned Englishman's skin after his first few days living under the hot Australian sun. The use of the word 'Pom' may be considered mildly derogatory - some may use it to cause offence, but it is also used in other situations as a friendly derogatory term among people who know each other well, if one of them is English and the other Australian.
When I was living in Australia the word "Pommy" was invariably followed by another word that suggested my parents were never married.
Lol, bastard?
I think I remember reading the early English cricketers to Oz where fond of a brand of wine called Pom and that is where they thought the name came from . On the subject of bastards a friend of mine introduced me to an Aussie a few years ago and after a few drinks the Aussie was telling anybody that would listen that I was a right bastard.
I wasn’t sure how to take this and my friend explained that the Aussie actually liked me and that if he had disliked me he would have referred to me as a bit of a bastard.
i think it may be connected with practice of giving seafarers a daily ration of pomegranate to ward off scurvey, in much the same way that Atlantic sailors were given a daily ration of a lime and so were called "limeys"
Strong day for EMH. I am very much looking forward to several car makers fighting over various lithium deposits to to secure their supply. It cannot be long now before the mother of all bun fights.
When does the bidding commence . . . surely the majors must be ready to make the first move to secure this Li deposit?
If buyers aren't fighting already then they're too late.