Member Info for Alex8464

Personally, I’d be curious to know where the fair price would actually stand. I realize there are a lot of "ifs, ands, and buts"—and, above all, various possibilities—such as a buyout, for instance, or a change in the ownership structure. I’m simply interested to hear where you guys would expect to see the shares trading once we hit our initial milestones.

Id like to ask the same. Is there any Idea about this behavior.

Hahaha, Finally, things are getting a bit fun here!

Hi guys,

I've been focusing very intensively on raw materials/lithium, Europe, Germany (VW, BMW, etc.), and the energy transition over the past few days. There's clearly an increase in newspaper articles and news on the economics of raw materials and the topic of lithium shortages.

I don't want to put forward any theories here. However, just yesterday I read that China's lithium production has increased compared to Australia and has virtually overtaken Australia.

In Bolivia, as in Serbia, there are revolts regarding mining, so it's not yet certain whether lithium will ever be mined here.

Demand should definitely increase over the coming years; I think we're all aware of that. Currently, the gas storage facilities here in Germany are only 50% full. Just as a side note. I strongly believe that this project is the only way to source European lithium independently. And what's more, I'm assuming a raw materials supercycle.

Yesterday I saw on the german TV news that they could find an Investor for Northvolt.

Are you by any chance his ex-wife? That would explain a lot. I mean, especially with regard to her.

According to a recent article I read today, China is continuing to exert very strong pressure on

Europe in the tariff dispute. Especially in the plastics processing industry.

The EU is also falling further and further behind in rare earths and long-term supply contracts.

Let us assume that the situation will not ease. China wants to enter the European market

with its e-vehicles.

If the EU and its member states ignore this resource, someone else will do the job.

Lithium prices have been pushed down massively by China. There are countless Chinese

investments and joint ventures. BUT, the fine refining and further processing currently takes place defacto

only in China. This is another very important point that needs to be mentioned.

I hope Keith follows up with the DFS in the next few days. And I think, or rather, I believe, that we'll be pleasantly surprised.

I expect the share price to plummet a bit before the announcement until we finally get more information.

In Germany, they're currently considering subsidizing electric vehicles, which could reduce their purchase price by 40%.

The EU is also planning to introduce an annual MOT for older vehicles. I could imagine that this will also encourage the entire automotive sector in the EU to improve through subsidies.

So keep calm, I believe this project will take off soon.

It seems to me that there is a certain similarity here with the preferences of those who favor leather and lacquer. :-)

Something must have leaked out, otherwise there wouldn't have been these price fluctuations in the past.

Has anyone listened to the new Snoop Dogg song?

You are welcome to make fun of my mistake. But the fact that resources are limited cannot be dismissed out of hand.

Strategic alliances are more important than ever and we will see whether we ultimately give up independent

European resources in favor of the current status.

Because the question is not whether we stop China, the question is whether Europe represents national interests

and wants to be independent as a superstate.

So I do believe that what we have here will be something great. With regard to the DFS, there are enough scenarios to play through. I assume that DFS will cover at least 3 - 4 scenarios.

Keith clearly sounded as if the corresponding DFS would definitely come now. The corresponding dump at the moment also fits in with this. Some people are probably trying to stock up cheaply before the announcement comes.

Of course VW, BMW and Mercedes will be there. BMW recently provided new prospects for prismatic cell production, which is in no way inferior to the blade batteries.

I assume that we will even receive a DFS ahead of schedule. If acceptance talks are already underway, it is logical that DFS will have to verify these figures downstream.

I once compared the global lithium market prices of recent years with the EMH chart (from 2021 to be precise).

I can see that the EMH price did not quite correlate with the prices on the commodity market. There was a peak towards the middle/end of

2021, which was certainly also triggered by a certain momentum, but this completely flattens out despite the extremely

rising lithium prices from 2022 onwards.

What I want to say is that the current price says nothing about the CURRENT value of EMH! Furthermore, I am observing very

interesting prices and price movements that seem to be caused by OTC trading.

Why doesn't anyone here ask themselves what this is all about?

Those aiming for short-term profits could still be rewarded, as the corresponding momentum will set in during the next phase of the commodity boom.

commodities boom. I am not worried about the company's performance. These are largely dependent on

CEZ. Geomet's technical know-how, including its drill core samples, is the steak on the plate.

I therefore only see EMH as a steak holder and investment partner. It is not CEZ that has received the relevant rulings from the EU,

but EMH. This is the crucial point. Keith reacted prudently and cautiously in his last interviews.

We will not have to wait until the lithium price rises, which was forecast between 2025 / 2026. The current slowdown

of the global economy due to the current tariff policy will lead to availability exceeding commodity prices.

Central value creation will become one of the most important points, analogous to vertical integration in vehicle construction.

From car manufacturers to the producers of the latest drones, industries around the world rely on rare earths from China. In the tariff dispute with Donald Trump, Beijing now appears to be taking action and is halting exports – initially – to all countries.

The interview was insightful and interesting in its content. For me, however, there was only one important point, which Keith also brought up towards the end of the discussion: the question of the lithium price.

The DFS delay is a tactically clever intervention considering current prices (it won't stay this way forever).

We should steer the discussion on the board in this direction. At least we've seen Fingers for once...

I was just about to write something, but I'd rather not.

These massive trades where not made today. The ask und bid Quote is no influenced by this trades.

In my opinion these are dark Pool trades or Cross trades.

It’s 100% manupilated.

It's really significant that you always come out of your hole when the price rises or the mood is positive.

There is only one reason why you do what you do.

That's exactly what it looks like, my talk. It was clear that it would be depressed after the whole increase and the Fomo. as soon as we see the first increases, the price will stabilize again and rise organically.

It will run up again, it just has to break through the price thresholds, then it will be in completely different spheres!

The price was beaten down, or there was higher short interest.

I, for one, won't be selling any more. I'm in here as a long-term stockholder and have bought more.

It could happen here just like it did a few days ago with Styr Motors. We'll see. Currently, people are still buying more.