Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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hi all, hope everyone's well
this is the week things start to get exciting - we have the april announcement stage - referenced again in the new video i found from 3 weeks in singapore - perfectly coincidencing with the cmra coming into full force - which is massive for emh while the largest lithium deposit in europe and a globally significant tin resource.
https://youtu.be/hanalr9desg?si=v1vmd1nldamqjzn5
https://x.com/marossefcovic/status/1780687644663685580?t=7gfuddf8rpcbrlcgn8xsfg&s=08
https://x.com/czechlithium/status/1750112472483135495?t=qe***a3b0tla_viwaan59a&s=08
keith said cez have been invaluable and that more will come of it during the announcement stage at end of april. we know there will be upgrades - but there's also this which can be a major green light https://www.engineeringnews.co.za/print-version/european-metals-flags-potential-improvements-in-delayed-dfs-2024-03-27
"as europe's largest hard-rock lithium mining and processing project, the cinovec project is applying for and is expected to receive strategic project designation under the crma.
the project has already been granted strategic process status under the eu's just transition fund."
the cmra starting early may while the czech government have the 8bn gigafactory factory offer on the table.
https://centraleuropeantimes.com/2024/03/mystery-ev-firm-to-build-eur-8bn-plant-in-czechia/
sikela also revealed in november that czechia is in discussion with five other potential ev plant investors “from other continents”. fiala said, “the 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.”
https://www.lse.co.uk/rns/emh/czech-pm-visits-cinovec-signs-moc-with-saxony-pm-mwkqeepvayfkxu7.html
then also approaching a grant in may thats worth more than the current mcap....
https://youtu.be/3tl6q4-5eoo?si=yw91dtx6qalovpuu
listen 3.33
https://youtu.be/qellbp1vzi8?si=cbclhkye9bjvghp7
listen 4.55
keith hasn't been slow - europe has been slow, until now. having a major partner, who's the 70% state owned power company helps with all the above. the prime minster wanting all of this - while less than half the price the bank paid.
dfs and offtake are expected to come to fruition after the above - the hydroxide news was one of the final pieces. the sp was in the 30s in december - now have company making weeks and couple months ahead. grant and were back above the banks price.
China's lithium demand is 'unstoppable': Sigma Lithium CEO
https://finance.yahoo.com/video/chinas-lithium-demand-unstoppable-sigma-205211010.html
We were 33p a year ago so.........
Before that we were tapping £1 then the inactivity uncertainty and shenanigans from Keith
There's a procedure to go through, that's all. You're making a mountain out of a molehill once again.
Who is KDNC ??
Then explain why they didn't buy inJan?
Explain why KDNC are selling?
Directors most likely cannot buy if within 30 days of news. And we are expecting news next week. It would be good to see purchases straight after whilst priced so low. They probably have bonus shares and options too...
Proposed appointments aren't appointments
Closer to news usually means more halfwits unfortunately….
Guess that goes for all at the EBRD also for chucking eur 6M in at 42.3PPS then?
numpty
However, after a cash call and the shares go sub 5p, who knows?
No because if they do they could be sectioned under the mental health act!!!
None of BOD have bought any as far as I can see and the sellers have appeared to return.
Hardly encouraging.
😐
Don't hold your breath.
Working days left in this month after today 🤔
A positive week so far,
Up near 15%
Up 35% this month
Appointment of new Non-Executive Director, bringing over 30 years of experience in the mining and metallurgical sectors, including expertise in lithium-ion battery supply chains . . . . and German Automotive OEMs
DFS inbound.
Offtake certainly will drop at the same time.
Have a great weekend all.
A rallying call for European raw materials resilience
https://www.euractiv.com/section/economy-jobs/opinion/a-rallying-call-for-european-raw-materials-resilience/
morning - happy friday.
my one post for the day.
clear government support indeed. remember cez is the state power company and also 70% owned. as the crma comes into full force the week after next. next week likely the april announcements and then grant in may currently more than the whole mcap. nothing in a straight line, people will trade momentum but we're still less than half of the price the bank paid, while it all starts to get exciting with the crma
https://x.com/czechlithium/status/1750112472483135495?t=qe***a3b0tla_viwaan59a&s=08
https://x.com/marossefcovic/status/1780687644663685580?t=7gfuddf8rpcbrlcgn8xsfg&s=08
sikela also revealed in november that czechia is in discussion with five other potential ev plant investors “from other continents”. fiala said, “the 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.”
entire lithium chain means emh which the prime minster has expressed he wants multiple times
https://www.expats.cz/czech-news/article/czech-government-mulls-lithium-mining-in-usti-region
the european mining industry is on the brink of a significant development phase in the short and medium term. this is especially true following the european government's recent approval of the critical raw materials act, a project initially proposed by the european commission a year ago. once signed by the president of the european parliament and the president of the council, the act will officially come into effect 20 days after publication in the journal of the european union. this approval holds great importance for european mining ambitions and the participation of member states in the energy transition. the act's approval paves the way for strategic extraction activities for advancing green technologies, as outlined in community plans, through the extraction of minerals deemed "critical" for europe's environmental sustainability. this act is widely acknowledged as one of the key tools to help europe achieve its goals of climate neutrality and the european green deal.
https://centraleuropeantimes.com/2024/03/mystery-ev-firm-to-build-eur-8bn-plant-in-czechia/
Https://www.idnes.cz/zpravy/domaci/partie-terezie-tomankove-green-deal-dostalova-hladik.A240414_103339_domaci_mul
Minister of the Environment Petr Hladík: He added that we have the largest lithium reserves in Europe and it is necessary to mine them. "The Czech government doesn't just want to mine, it wants to produce specific products," he added.
🤔Bibble there for I am . 🤪
The lunatics have taken over it seems
😄maybe "it" has a twin
Dear God we’ve got another one…
Maybe the next RNS edit will BE " KC propositioned Merrill"