Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
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Wrong .... hydrogen will be burnt directly in ICE engined vehicles and aircraft. JCB has already got heavy vehicles running on hydrogen combustion engines. They are the only way forward for industry and air transport and cars wil follow. The argument against hydrogen at the moment is inefficiencey of fuel cells. Well simply cut them out and burn hydrogen directly in the engine like petrol or diesel and that is what JCB have done. Here: https://www.jcb.com/en-gb/campaigns/hydrogen/hydrogen-van , so I think you are wrong.
That's put the cat amongst the pigeons
Brilliant RNS 😀.
It will be interesting to see what the SP opens at.
GLA.
Stephen11.
Blah, blah blah, yap yap.. who cares. There was enough before and still it's in the ground. Get on with it stop waiting for handouts. No wonder the Chinese are strides ahead.
Thanks GT, I hadn’t seen that article.
Will be interesting to see if Tesla do sell a £25k car - perhaps they must as they will have competition from Chinese manufacturers (assuming import tariffs aren’t totally restrictive).
Agree Sodium is at an early stage of development and not at scale compared to Lithium. There are plenty of proposed alternatives to Li ion but it is well understood and the incumbent tech. Automakers are exploring sodium - and maybe it will provide alternative cheap and cheerful EVs over time.
Just need to get past the current oversupply in Li - some say this year, some say next - and demand can only increase (and not just for EVs but for storage).
The question is what’s happening with Zinnwald…?
Currently every time i see tumbleweed roll by the share price sinks.
Yes, I agree, though Sodium is more in its infancy and as you say will as it stands onlybe suitable for lower powered models. this will be the game changer https://www.techradar.com/vehicle-tech/hybrid-electric-vehicles/teslas-cheapest-ever-ev-is-coming-and-it-could-be-almost-half-the-price-of-a-model-3 , as soone as ev's are comparable initial cost wise to petrol/diesel then the market will shift back again.
Hydrogen for large vehicles perhaps (HGVs, buses, planes, ships?) but not cars.
Producing hydrogen, shipping hydrogen, storing it, to put it in a car that will then use it to generate electricity… why not cut all that out and use electricity directly?
And no one’s building hydrogen gas stations; in fact they’re pulling out.
Electricity transmission losses? We have that already and that’s all worked into power grid calculations.
A threat is more likely from sodium battery tech (yes heavier, etc.) but I could see long and short range cars: small, city commuter EV (cheaper run-around a) - no need for a Li battery; larger range and/or higher spec will use Li.
I dont think thats correct see link https://www.theguardian.com/business/2024/feb/13/will-hydrogen-overtake-batteries-in-the-race-for-zero-emission-cars, there isn't enough green hyrdrogen available and to generate it isn't green, so completely misses the point of the battle for climate change (if you beleive in it). There are other issues with its tranports etc and the first car to go boom boom, will be interesting. Hydrogen car is just another curved tv gimic, its not the solution.
The problem I have got greentea1 is that hydrogen is very viable longer term, using renewables to generate it at the point of need or being transported like petrol, something that is a problem for electricity due to transmission losses. There are viable hydrogen cars being manufactured and running now, but hampered by severe lack of refuelling infrastructure that is even worse than that for EVs. So short term I agree that EVs are the immediate future (unless governments repetitively delay the whole rollout which I think is very possible or even likely) with hydrogen being the longer term solution. A hydrogen car needs a battery pack, but a far smaller one which may explain the persistent decline in the Lithium price as some suspect demand will be far less than previously assumed. With an appalling rate of progress at Zinnwald (some would call it none existent) you can argue that in the debatable event that Zinnwald ever reaches production it will miss the boom demand.
I hate this casino market, sentiment maybe against lithium at the moment? hydrogen only has a place for big vehiclets, there isnt enough of the stuff for any other application.
With regards to the Zinnwald BFS and it’s early H1 2024 date, I’m referencing the following Operational update:
ZRNS Number : 2818Q
Zinnwald Lithium PLC
17 October 2023
· Bankable Feasibility Study ('BFS') remains targeted for completion early in the first half of 2024.
Hence, my query about financing; as a BFS is usually accompanied by a definitive financial strategy.
& more embarrassing is that was meant for the EMH board lol
Don’t rush on a Friday !!!
Have a great weekend all
‘IF’
Apologies there for the typo , darn iPhone
‘Of’ a DFS is accurate enough then in some cases it’ll be utilised predominantly as a BFS.
So the fact they’re being so meticulous about it I’m
Certain will mean investments will be accurately informed and read to rock.
It is an exciting if not slow time as we await its release
I'd be a bit surprised to see BFS in H1, TBH, just given the nature of these things. But more optimistic on MRE in Q1. Hoping to see confirmation that the resource on the German side is more significant. If so, and if they're going to be able to shift to a bulk mining model, I'm also keen to see what the impact will be on the flow sheet.
Agree good entry point. I'm sitting on losses ATM but just treating it as an option and taking a long view.
Second month into Q1 2024. Do we think the MRE will be updated at some point during Q1 2024? What’s everyone’s confidence levels, given the disappointment of the delay in Q4 2023?
Do we think the BFS will be delivered in H1 2024?
If we have a BFS in H1 2024. Do we think that financing has been established? In particular do we think AMG will be a significant contributor?
Great entry point for those sitting on the sideline IMHO. I think this project will move into production sooner rather than later. Great location, well establish holders and strategic partners, significant assets with potential to expand, potential economies of scale with EMH, existing infrastructure, mining heritage, local regional demand etc etc
Detail of the 22/3/23 Placing 10.41p ( Primary bid )
I now think big mistake pis investing in AIM .
Which Primary bid was set up to do .
Zinnwald Lithium plc, the German focused lithium development company, is pleased to announce it has completed a total fundraise of £18.75m at the Placing Price of 10.41p per share pursuant to the Fundraising announced on 22 March 2023. The Company will apply for 180,129,160 New Ordinary Shares to be admitted to trading on AIM ("Admission") and Admission is expected to occur on or around 29 March 2023. This will increase the Company's issued share capital to 473,524,624 (the "enlarged share capital").
Bought twice as many as the April slice for 6.74p
Good to find only 250 chats since my 13th Apr 2023 post over 9 months ago .
Has been flat at this until today at this new bottom price , for last 10 days . ( saw alert on ( X ) few days back )
Share topped out after the slice at 15.25p 16/5/23 , must of regretted in May , dealing with injury so might not of noticed .
In recent hindsight thank God I sliced at 11p and I should of sold the ones I noticed that day in ISA .
ERRIS RESOURCES showing on Acc statement maybe a past name change .
It will interesting to see what the share price is in Jan 2026. I wouldn’t be surprised if some positive news is announced in due course. Nice to get in at 6.75p.
At least one group of Stakeholders have some good news about their interest in the Company.
I think they should start their RNS announcements slightly differently.
I suggest 'Zinnwald Lithium plc (AIM: ZNWD), the German focussed company who show little or no interest in lithium development'.
At the end of Q1 2024.