PYX Resources: Achieving volume and diversification milestones. Watch the video here.
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Apologies if this has been posted already. But here is the latest info on EMH from Keith Coughlan. He discusses off takes with VW at the Q&A segment at the end of the video. https://www.youtube.com/watch?v=sOg_UjWier8
Lithium Miners: A Stellar Long-Term Buying Opportunity Amidst A Market Correction??
https://seekingalpha.com/article/4484444-lithium-miners-a-stellar-buying-opportunity
There is also a significant amount of Tin in the ore making it more economical at lower grades.
Could the same happen in the EU ?
https://www.politico.com/news/2022/02/04/canada-china-lithium-michael-waltz-00005104
Well - it will unless the EU/EC get a grip on things and treat battery related resources as an EU resource not split as German (Zinnwald)/Czech (Cinovec) resources - a big test for EU/EC politicians and related businesses/[financial] institutions.
We are in the hands of [potentially greedy/ incompetent/corrupt] bureaucrats and that often does not bode well for the people of the UK/EU.
I live in hope that they do not mess up this [once in a life-time] opportunity. Perhaps the Chinese have a sufficient strangle-hold into the economic future of the West already to effect massive take-offs/take-overs - I hope my cynicism is not justifiable and the next few weeks prove to be what we here believe is what should be the result for this stock based on a solid mine development/production model for the next 10-20 years.
DP - Most people here know already but just check out the magnetic separation process that’s been explained a fair few times by Keith already
Gunna need some serious Lithium for this factory :
https://t.co/YV9v5RprYP
OMG
People,
What is going on in your minds.
It will never happens, that russian Tanks are moving on ukrainian ground.
Please, use you mind and dont belive every political BS.
This war will be carried out on financial floor. It is already there, to be precise. But oficialy not one military with russian sign on the uniform will cros the border.
Europe is not a place to shoot with weapons, in europe will be fight with money
Fingers, I fear that Putin is going to wreck havoc to the financial markets over the next few weeks (he has only limited time before the ground in Ukraine begins to thaw and the maneuverability of tanks is adversely impacted). If that happens, we may be looking at another six months of hand-wringing despite good news of DFS and offtake announcements!!
I recall reading somewhere that the rock at Cinovec is softer than spodumene mined elsewhere, which would make the rock easier to grind. That would make the lithium operation at Cinovec MORE, not less, economical because less effort and equipment is spent on extracting the lithium. Also, having tin as a "waste" byproduct is hardly a bad thing. I agree with those who have suggested that this author needs to be ignored. Thanks for all of the responses!
Maybe this is when they are going to tell us ; 23 February: the 6th Ministerial meeting of the
Something is already known by a limited few : "We are well on track to produce enough batteries for 11 million cars a year by 2030 " Lol that is 440,000 tonnes of Li required in 2030 alone and incrementally less every year from 2030 back to now . Who has that sort of capacity in Europe , who will need to step up . 30,000 on three shifts ie 90,000 tonnes and dont forget to double the production Maros's figures cannot happen with out EMH .
Ok well
Have a look at Vulcan.
AUD 1bn mcap (previously double that).
Colplyelty unproven and have close to monstrous 3bn capex program and doing DLE.
EMH has been a massive undepformer in the sector.
And this is due to elections last year and silence regarding their plans on lithium since new govt came to office.
As I said before ANY indication by new govt supporting lithium and battery local sector and this stock will SKY ROCKET. It’s a waiting game now.
My personal view is that this new govt is pro EU policy, pro privatisations. And the EU institution EBRD just took a stake in Czech Managnese project - TSX listed - EuroManagnese. This is a vote of confidence from the EU on the battery mining activity in Czech R; and a vote of confidence on their take of govt stance on the matter.
BUY!
So now it’s uneconomic? Pure speculation
Looks Like the BUS minister missed the BUS , LOL
https://auto.economictimes.indiatimes.com/news/auto-components/lithium-ion-battery-crunch-has-hit-states-ev-dreams-mayor/89335594
Another Tim Worstall article…..hmmm. He came to my attention a few months ago when I stumbled across another of his articles written for the same website about the viability of Cinovec. A quick glance at his thoughts would give anyone on here that’s been following the emh story cause to pick holes in his arguments. It’s obvious he hasn’t read any of the pfs presentations etc. My advice would be to ignore him…
long and strong...which means I am well researched and couldn't give a dam on the daily/weekly/monthly share price movements! One of the best investments on AIM in my opinion. GLA
*0.6-0.7x
There are plenty of uranium junsiros trading at 0.6-0.6x now and that’s assuming a urnankum price well above spot.Producers trade at 2x nav.
So you get the idea how cheap this is.
Are there any examples of a miner (junior or otherwise) trading at or above NPV?
Very, very, very - patient !!
I really don't know. I think Savannah Resources may be closer to production but I'm not sure. I am glad I invested 50/50 5 years ago. Just have to be patient.
Do you think it because the chez state is involved is a drag on sp???
If we are currently on 7% of NPV does this mean we should expect a 14x in crease in sp to £9.94 ?