The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Also, the new car mags. are full of new EVs .
I agree that soon we will have a perfect storm re lithium in Europe. So far this year (2022)I have seen many new EVs on Irish roads. If this is in a smaller counter what's happening in Europe???
Can't understand what's going on here
. Of my four junior mining stocks EMH is the only one not increasing sp today .
ll- no worries I empathize with anyone venting on an AIM BB ! What I hate is the SA (work this out) rampers who dress themselves up as nice guys posting research and keeping people on message while they are trading the spikes !
I appreciate your perspective, mrcautious - I guess I'm just a little more agitated as we're hovering around my avg SP.
I'm using this board to vent frustrations and maybe that's not fair to subject others too. I think I'll just set some price/RNS alerts up so I don't feel the need to keep checking the SP so often - That'd probably help!
Its funny really, I complain about other shares in this way (no offence) but I was in EMH at the very early days and have top sliced some of mine that were sub 18p. EMH has been one of my best AIM investments so far. But I got screwed by the BCN debacle with all that cash in stasis for years just to make maybe 20%. I am now in the long slow process of reducing my portfolios exposure to AIM as I dont want to be a day trader (or someone who says they arent one bu really is !) My view is that EMH has been quiet, but the perfect storm in the EU EV market is coming for us make no mistake, it will soon but up around £1 and we are safe from the Chinese due to the ownership of the share I think.
Bad in my opinion.
Seems other companies are more communicative/active and further away from production than we are. I'd love to blame the elections for the silence, but I don't get the impression that EMH are quite there yet with marketing in general. It's always been pretty quiet, especially so recently. Anyone seen any evidence of that alleged "Extensive marketing campaign" that was touted back in June last year as part of the ADS RNS announcement?
I'm confident we'll all do well here, but the missed deadlines (i.e. opportunities for profit taking) have been kicked down the road and I can't help but realise that my money would've been better invested elsewhere over the short term. This has more or less been sideways for a while with the sporadic rise to £1 over the last 10months. For transparency, I invested last Feb at around 72p and almost one year later I'm still there more or less (added along the way). If each of those milestones (since removed from the investor presentation, might I add) were met, I like to think we'd be trading at a comfortable £1.50 rather than half the value of where we find ourselves now.
Ultimately, I'm still invested as there's value here through either buyout or (preferably) production, just got to keep waiting.
GLA
It’s also summer holidays in Oz. Not match happens in January to be honest.
Probably means he's too busy securing deals!
KC hasn't done any recent interviews from what I can see. Not sure if that is a good or bad omen.
Come back down and keep your feet on the ground. This company needs to start moving, visibly, because our has been still so long it looks legally dead.
This will solve the worlds truck driver shortages .
https://auto.economictimes.indiatimes.com/news/commercial-vehicle/mhcv/can-a-self-driving-40-ton-truck-resolve-some-supply-chain-issues/88801742
And if some one wants to heist them , they can be fitted with little robo defenders with big guns programmed to shoot to kill . lol
Our soon to be offtake is looking good , based on this Nickel offtake for Tesla .
Based on the ruling nickel price the deal is nominally worth more than $1.5 billion.
https://www.mining.com/tesla-signs-1-5-billion-deal-for-nickel-from-talons-minnesota-project/
Until such time a DFS is soon to be released and a decision to mine is on the cards (hopefully with some sexy off-take agreements) the market will not factor in the spot price of lithium carbonate.....After a long long wait well researched investors now see it coming....we just need to wait for the wider market to understand! Just saying.
VW is not unique in this all big Auto has the problem of making ICE cars and trying to invest for EV. They are very late to the game thought they could blag their way through well the Proverbial has hit the fan not all will survive the transition Japanese are in denial could be the first to go.
Price increasing rapidly for Lithium , when will EMH increase accordingly ? I think your market maker ( on AIM ) has a lot to answer for , besides the bot also manipulating in Oz .
The analyst’s price assessment for lithium carbonate, 99.5% Li2CO3 min, battery grade, spot price range exw domestic China was $47,025-51,728 per tonne on Thursday, up by $4,000-6,000 per tonne from a week earlier.
https://www.mining.com/chinese-lfp-battery-industry-increases-lithium-carbonate-demand-drives-prices-up-report/
A 10 % increase in Li price , so should at least EMH go up 10 % .
Interesting comments FPH….. which would lead me to think that we don’t really want an off take from a company that is one of the favourites to lose…… perhaps Germany and the EU will save them but history tells us that when a disruption happens it is always from out side the industry and that it is very rare for old incumbents to survive….. I guess their dollar is as good as anyone else’s for the time being but we need a corner in the newsboys camp.
Herbert diess of VW said the competition will be brutal and VW are not competitive. They tried to sack him 3 times but he has scrapped by. VW has €100 billion of stranded assets and also 3/4 of a trillion in borrowings so not a lot of wriggle room. They have one shot to get it right and so far they have ****ed it up. But they are learning fast. The biggest threat is sales slide and share slide together. So they have to act fast before the banks start sniffing around. They have a lot of political cover so safe for now.
very smart fpv....lol
https://www.electrive.com/2022/01/06/vinfast-to-build-ev-plant-in-germany-batteries-in-the-usa/
“The era of shipping cars around the world is over, especially since COVID-19,” the manager said. “You must have the factory close to the market in order to win over your customers.”
And, as we know, "You must have the mine close to the factory to win over your customers".
4th Jan YT version.
Rodney and Howard recap 2021's raging lithium bull and discuss why 2022 will be Lithium's Year..again.
https://www.youtube.com/watch?v=1TGLdxVmmik
Look at German auto sales very Grimm.
fvpone - "This year we will see a $25000 Tesla Model 2 that will be the deathnell of ICE cars."
I ordered a Model 3 several years ago, placed £1500 deposit, and eventually canceled the order after waiting three years with nothing forthcoming. I'm seeing them on the road now, but it's taken far longer than you'd expect. Incidentally the same claim was made for the Model 3 - the deathknell for ICE. Large pinch of salt required.