Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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There will be plenty of interest in lithium batteries, probably paired with green hydrogen storage in Europe. Some rather startling figures coming out for offshore wind-to-hydrogen artificial islands in the North Sea recently.
If Europe can get the Serbian Jadar and Cinovec projects up and running, plus the 10GW "NortH2" project, the world may become greener than we think by 2030.
Fear influences the choices we make. Yet making decisions motivated by fear is flawed, if not dangerous; it will never lead to a good outcome this is because Fear sees only the downside. While nearly every choice has an upside and a downside, someone in a fearful state only identifies the worst that could happen. fear sees only failure.
A person who doubts himself is like a man who would enlist in the ranks of his enemies and bear arms against himself. He makes his failure certain by himself being the first person to be convinced of it.(hence you become part of the problem and the self for filling prophecy)
A Famous Quote From Warren Buffet
“Be fearful when others are greedy and greedy when others are fearful." Time and again, the value investor has used this philosophy to pounce on opportunities.
Now Is The Time To Be Greedy, silence your demons (Fear) and take advantage of this great buying opportunity.
https://finance.yahoo.com/news/lithium-compounds-market-reach-usd-062636881.html
These are turbulent times and everything is unpredictable. In my opinion, global economic conditions are going to get a lot worse. But there are certain processes underway that are unstoppable. One is the shift to clean energy and the other is expanding networking and digital technology. Obviously EMH is at the centre of the first one.
I don't think it's possible to predict what the share price will do in the shot to medium term. 25p? 35p? 55p? 15p? Much hangs on developments that are under the control of CEZ, such as offtake agreements.
It's certainly possible that the share price will fail to reflect underlying true value though. That will only change when people return to the markets.
So I suppose the prognosis is that value will continue to build but we may have to wait to see it reflected in the share price. On the other hand, things could still move quickly on the right news.
Who knows? I certainly don't. As this pandemic gathers pace it becomes an ever bigger potential catastrophe. The world is going to change. Large companies will put some plans on hold, but others may take advantage of the quiet to rebuild their operations in a different way that benefits us.
Looking at the current global situation, my prediction of EMH stabilizing mid 30p after the deal with CEZ may have looked a bit over optimistic. With lack of any interest in Lithium production at the moment, a slowing economy worldwide, a certain recession that may turn into a short lived depression but with long term effects, I would say that the share price may struggle to reach even the 20p. You can come in12 months and still buy at the same price. Now if you want your money to be dead for the next 24 months so be it, bit there are a few opportunities around to make back some of your losses. Only my opinion, DYOR. You can either listen to the ignorant here repeating the same garbage over and over again or reading countless posts about the EV revolution or you may listen to what your intelligent self is telling you based on the reality of things. As you saw so far all their cheerleading was baseless. Timeline after timeline, especially the latest one, that being the deal between EMH and CEZ, that some cheerleaders here were saying that this will skyrocket the share price, buy now or you will pay double later, we will have lift off and all the rest, took the share price back to 10p. Expectations over reality......who won???
I don’t disagree Ant, especially re the involvement of CEZ, which has to be a major benefit, especially in difficult times. By the way, I do know the difference between weather and whether, I just don’t always check the auto type thingy is doing!
Interesting response Ctw. I think I broadly agree, but my take has a different emphasis. The longer this goes on for - and a vaccine could be more than a year away if they don't find an existing drug that works - the more likely that fairly radical changes in the way people live and work will become a new normal. Especially with the advent of 5G and increasing digitisation. Remote working and education could become widespread, and the experience of clean air and more peaceful cities could act as an extra spur to the move to clean energy and electric vehicles. I think the ramifications are good for our sector. But I'm glad that we now have the might of CEZ behind the project. If we were still alone, coming financial market and banking stresses may have been bad for us.
Don’t get me wrong, a lot of businesses will struggle and quite a few will go bust, with adverse economic consequences which will take time to recover from and with tragic consequences for many at the personal level. However, some of the businesses which fail will be zombie businesses that might have failed anyway but more slowly, and others will simply not be strong enough financially to whether the storm (but hopefully Government support will save some of them). The reality is though that the failure of weaker businesses will inevitably benefit those that survive and compete in the same space, and they will go on and get bigger and stronger. It sounds harsh to say it, but weeding out the weaker businesses could be beneficial in economic terms, in the long run.
Specifically Re EMH, I must confess I am not sure what specific restrictions apply in the Czech Republic but given the stage we are at, I assume they will be long gone by the time we really need them to be.
Ant - I am no economist, and I have no doubt at all that the current crisis is and will have significant impacts around the World, both human and economic, but I think those impacts will be largely temporary. Previous depressions, recessions, financial crises etc have , generally speaking, arisen because of inherent problems/ weaknesses in the economy. This is different, in my view. The problems arise not because of economic woes, but from a sudden, external, and temporary force. It is hardly surprising that unemployment is rising to record levels, and fast, given the lockdown restrictions being imposed around the World. However, remove the external cause, (immunity/vaccines/testing/ramping up of medical facilities etc) and the restrictions will be progressively lifted. Once they are, many of those who have been laid off will rapidly be re employed. Pent up demand will be released and, if anything, there will then be a mini boom as economies around the World bounce back and play catch up. It’s a set back, a big one, but it is temporary and does not arise from underlying and chronic economic weakness. That’s my take for what it’s worth. It’s an optimistic view maybe, but I think and hope it’s justified.
Very Irresponsible Ant, purporting as if Fact when it is merely an opinion, Stupid does what Stupid wants, your are a bell end like your friend.
Creating panic helps no one Ant, you’re obviously a left wing lunatic lol
hmmm.. discussing the economic climate is not 'fear mongering'... it's David Blanchflower, the well known Bank of England official, former BoE monetary policy committee member and a professor of economics that's being quoted... but you're clearly a daily mail reader so wouldn't know that. Fair enough. It prompted an adult response on the board of my other main holding so I'll wander over there. Enjoy staring up your own backside.
Ant, read the headline fool
Unemployment in US and UK may 'rise above Great Depression'
Note the word “MAY” not fact Ant, I say again this purporting headline and creating Project Fear is Not Helpfull, please grow up and stop posting fear Mongering headlines, you are as bad as your friend Earache.
Don’t become part of the The Self For-filling Prophecy Ant, I thought you where more intelligent than that .... why post this article? Projecting doom does not contribute to the problem it merely exasperates it , but hey you knew that. Sooo clever, well done
Don't be puerile. It's an article that reflects what's happening. 10 million people in the US signed on unemployed in just the last 2 (two) weeks.
Hitting the panic button right now won’t help anyone, great to see the Guardian creating project fear , they’ve obviously been in touch with Earache, no doubt we will read his column again very soon lol lol
Anyone have an intelligent and informed opinion of the implications of this for us?
Https://www.theguardian.com/world/2020/apr/03/coronavirus-uk-business-activity-plunges-to-lowest-ebb-since-records-began