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Good lord Colin.. I'd never have guessed ;-)
yes I think this could result in upwards price pressure for us. God to see corporate action finally starting.
I live in the suburbs of Bournemouth Ant, nothing wrong with that. I don't wear thick glasses or oil my hair though.
Joking aside I think the share price is going back to £1.00 plus in a couple of weeks.
Is this guy for real. Process ing lithium is our unique selling point. One stop lithium shop.
Skelly he clearly has a need to sound very authoritative and knowledgeable. As though he knows more than everybody else, thereby making a fool of himself. He probably lives in the suburbs of Bournemouth, wears thick spectacles, has his hair oiled down in a side parting, and speaks very nasally and slowly, especially when he' describing the latest train he's spotted.
Enough. Best ignored.
DP again
DFS as for every other mine.
As I said, pretty much every Li mine aiming to start production at about the same time. All are estimating at the moment.
You talk as though having our own hydroxide production facility is a bad thing. It's a good thing. And building it happens in parallel with mine development.
Stop the negative spin. There's no call for it. Or are you by nature simply a pessimistic, negative, glass-half-empty doom-monger who cannot see the positive in anything?
Nobody is bullsheeting here other than you Dumppunter. People's talk of the economics are educated by the PFS. The PFS is part of the step to reaching a DFS which is a very good piece of information to use obviously, you dumbf#%k.
What information did you use to state we could put all the shipping containers loads onto a trainline from China? Clearly none if you can use simple mathematics.
What information did you use to state the low grade lithium at Cinovec isn't economical? Clearly none as you don't understand the processing route is different to spodumene and there are other elements extracted in the process.
Legislation proposed by the European Commission Wednesday would give it power to investigate and take measures against foreign companies that use government subsidies to get an unfair advantage over domestic competitors, an accusation often leveled at China. A separate proposal, also announced Wednesday, is intended to make Europe less dependent on China for crucial goods like semiconductors, drugs and batteries.
https://newsbinding.com/news/europe-takes-a-tougher-line-on-chinese-firms-live-updates/
Germany and the Czech Republic have the biggest lithium reserves in Europe, followed by Serbia
CEZ Group and European Metals’ Cinovec project is preparing, with the help of EIT InnoEnergy, to exploit a massive lithium deposit in the Czech Republic, which has the EU’s second-largest reserves.
https://balkangreenenergynews.com/portugal-to-call-off-lithium-project-amid-eus-scramble-for-battery-materials/
doesn't the EIA state production 2023 dumb one .
Skoda vw group second highest profit after Porsche
On the contrary, I am also once very worried when it goes down a little here but in the end happy
that we still have full potential for price developments. This also corresponds more to my personality and
my investment strategy. We have here an incredible resource with low self-marketing but a solid project development. I like it
Most Li mining operations (and other EV metals mines) I look at are talking about production at about the same time. There are a couple of exceptions but their resource is of a unique type. And EMH is emerging as one of the cheapest Li production cost hard rock mines anywhere.
Dumb,
I apologise if I have misread your comment, I initial read it as we shouldn't be relying on the EU. Having re-read I hope this was the intention of your post -
"Minority shareholders are protected against fraud, there is no chance any off take would be anything other than commercial terms."
To be fair, that was a positive comment.
Dumb why are you still so interested in EMH when you have sold out and take every opportunity to knock the company?
You remind me of a bitter ex…why don’t you move on and go and read this mornings SAV rns?
Ever the optimist
Great at parties?
Sounds good fingers. Thx for posting
ENVIRONMENTAL IMPACT ASSESSMENT SUBMITTED
MEASURED RESOURCE DRILLING UPDATE
https://www.asx.com.au/asxpdf/20210506/pdf/44w7vlkt15xc4j.pdf
I'm not that convinced Ante. Two things...
First don't rely on the EU did they help us dealing with Babis? Second CEZ is developing own projects like Inobat where they need a lot of lithium. I see here a risk specialy because EMH is pretty quite last weeks and CEZ is taking fully over the command. But just let's watch how it develops.
They'd have to for two reasons. Firstly, they wouldn't want to reduce the profitability of Geomet as a commercial entity as they own half of it. And secondly, CEZ is 70% owned by the Czech Govt, so any attempt to supply the gigafactory at artificial prices would be seen by the EU as an illegal subsidy under competition rules within the single market. So this issue is, I'm sure, well covered.
Hope so Antelope... but what if not? What can we do? We will see what will happen. We need more shareholder with impact but CEZ will not allow this to happen.
Really good news Rpks
I see progress here.
Any thoughts on this? I'm sure CEZ will pay Geomet the going commercial rate.
The Škoda-CEZ gigafactory will probably be established in Prunérov
https://www.ceskenoviny.cz/zpravy/gigafactory-skoda-cez-vznikne-zrejme-v-prunerove/2031550
CEZ will be able to supply the necessary lithium for batteries from the mines in the Ore Mountains. "Mining will be provided by our subsidiary Severoceské doly," Beneš said. According to him, commercial mining of this raw material could start in the years 2024 to 2025.