The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen 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.
So who amongst us is going to say when the DFS will be issued?
We all like speculating, so come on…
I’ll go for Q2 2025. (After a prediction that statements are to come that will suggest Q4 this year and Q1 next.)
Maybe I’ll be surprised and it will be in time for the EU CRMA time frame posted earlier.
Why would a non-share holder worry about a share at all, @Skelly85. AKA (SAD LAD)
Yes I am refereing to CUSN, but I dont hold any of those shares, they have risen rapidly in last few weeks, as have EMH sustained news flow would assist our progression....
Good to see a price for Tin that we can at least imagine we can be using in DFS calculations
And also just pointing out the BS ramping from wise/fingers/reversal/robinhood. Why would anyone car about a 50cent buy on asx when the days volume was a quarter of average?
Not sure what makes anything obvious about missing out on something that hasn't happened. Since the frequency of pointing out the obvious flaws with EMH hasn't changed.....
I see the "derampers" are out in force this morning. Obviously bitter about missing out on the price increase
Are you referring to the CUSN announcement this morning? Are you a holder as well, Sid?
Was great news and yes, I think that projection is only good news for Cinovec.
Good Question
Worthy of an email to KC that SID - I tried to find prices in PFS+ but found nothing mentioned for SN specifically.
I have sent him an email this morning on another subject - so would you do the honours ?
I wonder if our DFS has used $31,000 as the base case figure in calculations for the Tin that will be mined at Cinovec, this price haz been used in another companies PEA today?
I'm just worried that factual information from credible sources can cause a split in Wise's identity and he'll stop forecasting the imminent news of 17 *PROJECTS* (which were always just going to be raw materials named under the act with a process to follow for actual projects, clear as daylight, I guess even to the rampers assuming to con newcomers into an impulse buy)
LLInv that’s a very worthy post there & at least shows us realistic CRMA timelines…. From the EU
Psst, don't disturb the ramping!
I wouldn't expect to hear Cinovec being designated as strategic under the CRMA until December '24 at the earliest:
https://single-market-economy.ec.europa.eu/sectors/raw-materials/areas-specific-interest/critical-raw-materials/strategic-projects-under-crma/additional-information_en
Fingersxd, if it wasn't for these supposed derampers. The new people here wouldn't have the long term context to know that you, wiseowl, wiseinvestor, robinhood and reversal are all the same person.
Theu would also not be aware of how they shouldn't invest here expecting a quick rise to their investment based on progress, because all the progress and promises are never achieved.
Wise is only reiterating what we all know and why we are still here hangin onto our shares , they would not be that boring to any new players comin on board . Much bettter than the slanderest comments from others . Who also is also restating the same , however , in past history . Most of wise is pretty current . If us long term holder weren't long tome holders and just came across EMH you would be thankfull of Wise posts , and would be wandering WTF about the others .
Some new handles here push pretty idiotic and repetitive ramping stuff, bashing the so called bashers. I didn't know how good we had the quality on this board before they appeared. Not much use of it anymore, the real investors here can might as well stop using it so it can be a proper echo chamber of infantile misinformation.
Simo just sell your beer tokens, you can then leave byeee byeee
Great news!
Hot Copper is just full of your mates Leon, trolls and trolls, 3 of them who are the daily bashers 😀
JTF 49m is not guaranteed and is subject to conditions which have to be met and can be withdrawn at any time. I can read.
Asx 24.5 atm
Nice bashing from an obvious non holder - did you even read what's shared before writing nonsense
https://single-market-economy.ec.europa.eu/news/executive-vice-president-sefcovic-hosts-high-level-roundtable-strategic-raw-materials-projects-2023-1
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
It's may, it's CMRA time and I can see alot of companies that can benifit starting to do well last week and into this one - after the 49million grant I hope all these useless bashers finally stop. They haven't been right once since bounced off the bottom. Theres a bigger picture playing out and EMH is bouncing off being price to fail when clearly isn't. Region and local government support was a huge hurdle we've now crossed
Have a good day all
https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/the-battery-cell-component-opportunity-in-europe-and-north-america?s=09
Hot copper reporting some more big delays??
BCN.
Pennies in the pound.
I see the exact same stuff posted on Hot Copper is there anywhere else your continual ramps appear Wise. No DFS for months as there is now a shedload more work to do pricing in the rail loading and unloading and new site preparation. This will go back to sleep without anything else happening. Nice increase in SP but I don't see it lasting unless liquidity has reduced. Pondering selling for retrace. Might get lucky in 2025
Looking good - bouncing off a near 5 year and approaching the green lights - we were in the 30s before the Dec delay in the DFS
We now have full local support which is huge - CEZ and the Czech Government are aligned with bringing the project online
In addition, the CRMA will provide the framework for the designation by the European Commission and member States of projects deemed "strategic projects". Such designated projects will receive political and financial support to enable the projects to reach production in the shortest timeframes possible, contributing to the fulfilment of the green transition and affording the EU a degree of critical raw materials independence.
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
https://twitter.com/CzechLithium/status/1750112472483135495?t=FQ06IyNdDTszjSfRYaDSKw&s=19
https://twitter.com/MarosSefcovic/status/1780687644663685580?t=pjiy1ezdLKvsw7neOnwHDA&s=19
The CMRA starts in May and will be announcing circa 20 strategic raw mining projects
And the 49million grant is due in May/Q2
DFS is being Finalised and Offtake is expected to come to fruition alongside it
While the Czech government has a 8bn Gigafactory factory offer currently under negotiations.
The European bank of reconstruction and development bought $6million at 42.3 and are still holding all of it...
It's still early, buy and hold for all the above over the coming months - nothing in a straight line I'm calling 80+ on Offtake and ATHs on FID. The CMRA is all about getting on with it now and not talking about it
We're still nowhere near where we should be or where we were in the past. We're rising on no solid news, just speculation. That's not the same as confidence and we might see this when that DFS somehow continues to elude us and KC communicates the way he does. Note the new director: don't expect much news about offtakes soon.
Even if by miracle everything goes well from now, taking KC's head on the next AGM would obviously be justified.