Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Just doing a bit of background reading in to battery technology and came across this site/company. Some interesting stuff!!
http://redoxion.co.uk
Very interesting to see ZNWD rising without significant volumes over the last few days. Not sure EMH are significantly ahead of ZNWD, particularly with regards to the development of their respective DFS and BFS. The EMH DFS seems to be in perpetual delay. Not unlike EMH, ZNWD has considerable partners in AMG and Ganfeng. ZNWD should also qualify under the new EU CRMA. It will be interesting to see who begins production first. My monies on the Germans.
Interesting to see Znwd rising
https://www.lse.co.uk/rns/just-transition-fund-approves-cinovec-project-hvgte7a76r3slkw.html
Leading into the CMRA starting next week strategic projects will start to be announced - ZWND is still well over a year to any type of FID but when that time comes EMHs plant will being built, is planning to upgrade to 60,000 tonnes per annum - enough space to process both, they have upgrades due this week
Big month for them expecting a grant larger than the mcap - once back above the banks price in june il slice and add a little more here
It has risen a little in the past few days… ;)
This should be higher too, it’s the same resource.
Very kind of the HZM investors to share their experience. Not sure that it’s wholly relevant to ZNWD. I think we’ve got a significantly different set of opportunities and risks. Looking forward to 2024. After the substantial increase in the MRE, it is highly likely that ZNWD will be established as a strategically important project aligned to the recent approved CRMA and that the BFS will be completed with significant support from the EU and our other partners AMG,
Or go short. Hard.
JM - kiss of death
Absolute snake or best case totally and utterly hapless. Either way he is toxic and investors should run a mile.
Quite how HZM has arrived at zero is beyond me - what a resource, what an opportunity.
At least JM got his £3m in the years 21/22
RUN RUN RUN
You could have the opposite argument and say that JM may have learnt his lesson and not willing to fall into the same pit.
That’s of course if you think he was hoodwinked in the first place.
Avoid any company with Jeremy Martin onboard . He has lost investors a lot of money whilst he was involved with Horizonte minerals.
Just a warning .
The share price went from £1.60 to 2p in a matter of months .
“RED FLAG “ be very careful !!!!
You forgot the part - On Time & On Budget …. Absolute Joker
Jeremy Martin to shareholders is like Robert Maxwell to pensioners
I see you have JM as a chairman. Please go over to the board of Horizonte Minerals and read through about HZM's failure.
JM (CEO) up until August or thereabouts was reporting all well and approx. 65% mine completion. Fast forward a few months and a from a price of 160p HZM is now 2p and below and about 600M USD shortfall. I leave it to you to decide whether it was serious mismanagement or complete and utter incompetency. You have unfortunately gained a dud at best... Be careful
Catching up here, what a lengthy RNS! Overall I’d guess towards the end of 2024 we’ll see some real big movement.
Fact remains ZNWD are ‘ the second largest hard rock lithium project in the EU both in terms of resource size and contained lithium content’.
Market flatter than a pancake
RNS out today and not a word on here?
Q4 again!
Is that Elon’s “next year” or what the rest of the world knows as next year?
Https://www.autocar.co.uk/car-news/new-cars/tesla-model-2-set-production-next-year-sub-%C2%A325k-ev
Https://www.thestar.com.my/news/focus/2024/03/16/germanys-green-lithium-hub-emerges
Irishjoker pushing the same agenda.
Taverham… you were saying?
You’re not another Pumpty Dumpty, are you?
Doubt it. Project not commercially viable. Good tonnage but very poor grades,. Processing costs certain to be far too high.
Great RNS today should lift sp !
The last few weeks are certainly showing optimism for 2024.
A strong DFS would be about due if BFS is to see a 2024 release.
Very strong optimism at least & can only show confidence from the board