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If you listened to the derampers as you call them, you'd know we agree on that. The problem is KC pretents he is in control, tells everyone he is in control and tells everyone about imminent news and progress that never appears.
Absolutely Cavendish, this is the vital component that the moaning derampers fail to take into account.
Like we've been saying for ages but Keith seems to think differently.
As if KC has any control whatsoever over those? its all controlled by CEZ in the background, on the timescales they want to work to.
If no DFS, FID, offtake and financing by next AGM, he must be removed. It's overdue.
KC has to deliver soon ( which I hope he does) instead of regurgitating his tired monologue of largest deposit etc etc.
We all know that but want him to get down to the nitty gritty now so we can move on up
The shareholder agreement does not allow “mates rates”
That's been my worry for a while.
Personally think CEZ will have the last day on who we sell the lithium to.
Who knows being the majority shareholder we might be supplying them or their close customers at a great price to them rather than us.
It's not all cut and dried.
I’m of the opinion that nothing will be concrete in the dfs of talk of 60k due to another study being probable. What may be included in the dfs however is an increase in the 30k figure due to contingency built into the facilitation of spec’d equipment and process optimisation 😄👍.
Greenmachine
Phase 2 is very exciting for me.
That would mean a 60kt per annum.
Tesla offtook 53kt from Piedmont & look how their went through the stratosphere
If DFS speaks in detail about that Ph2 I’d be inclined to never sell until that time & retire early on 7 figure profits
And we are looking for a partner ship not customers as such....
I wonder if we come under any of the points he’s talking of 😄😄
https://x.com/marossefcovic/status/1780687644663685580?s=46&t=t8DrDQ27zzb5My88ij72gQ
I reckon offtake/partnership deal will be low to high 20’s, 22-28k per tonne. Happy days. Phase 2 up to approx 60k per annum means even happier days…
Sid
I always took from that:
-price in mid-high 20’s per ton
He mentions benchmark saying 28k per ton
-5 year + 5 year extension offtakes (possible decade+ there of offtake)
Some very strong statements there.
Worth another listen
https://www.youtube.com/watch?v=3IiABAICtWo
Only 8 trading days to go to the end of April, before which we have been told to expect what sounds to me like a significant and positive update, but please do your own research before investing.
No seller's cashing out - constant misinformation the I will keep reporting
Some may slice now, I just topped up
Now less than the value of the Grant alone again and more the half the price the bank paid.
Nothing in a straight line but I'm not selling anything anytime soon - especially while approaching multi different green lights in the short term
To explain basic concepts - often specialist in area is taken on when momentum of discussion pick up to level which be efit from this.
This is where I see New Director with speciality skill set / contact base come in!
Be Wise 🦉
Still looking for your "5p entry mr Skelly" - last time you suggested the CEO s*xually molested the interviwer when an interview link was posted! 🙄
Let's focus on HARD INTEL for the more serious Investors here!
Excellent & informative post as always Mr WiseInvestor (19:59)- thank you for your contributions to sensible discussion here sir!
Everything building nicely & reflecting in shareprice - Momentum /Uptrend should pick up pace as more begin to understand the Upside potential / Oversold level it is at.
Good to be holding but probably not as much as I like (yet!).
🦉
Absolutely correct Blonde,
But for the short term investor especially there’s great gains to be made here.
I’ve colleagues who bought in at 14p (100,000+ shares), they’ll be laughing when we fly back up
GLA
Hell of a way to go still though. We’re barely at 20% of the previous high
Wise is right there!
Bank investment, DFS inbound, offtakes inbound.
There’s a real need for the EU to utilise this project & show they’re serious about funding their electrical future.
If the 60,000 ton per annum plans land also that’ll be a huge plus.
Piedmont gains spring to mind!
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.
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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.
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Going well. April announcements perfectly coincide with the full publication of the CRMA - we know there will be upgrades of sorts, inclusion of the Tin could be an instresring possibly , keith has also said they intend to model for phase 2 production from 30,000 tones per annum to 60,000 which - keith has also said CEZ have been invaluable and that more will come of it during the announcement stage at the end of April - possibly regarding the 17 strategic projects, possible connection to the 8bn Czech Gigafactory offer. I don't expect all of the above at once but it's all whats ahead, Grant is expected in may/Q2 - We know DFS is large majority complete - Offtake partnership expected to come to fruition alongside DFS. Going well but it's still just the begin, the mcap is now equal price to the Grant alone!
The markets been terrible but has produced some massive opportunities - theres the companies that will survive the storm, with the assets that will never just be left in the ground. EMH ticks all my boxes. The largest lithium deposit in Europe + a globally significant tin resource, Major backed, Government backed, backed by European investment bank at double the current price. Short, medium and long term great investment in my opinion based on timing, all the above, the logic and the asset.