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Since today or yesterday there have been several articles on the subject of lithium and that the Americans or Microsoft have been able to reduce the AI research to reduce the amount of lithium in cars by 70% and that they already have a prototype.
There are several or very many articles that have been circulating since yesterday if you enter the keyword lithium into google.
I now consider this whole circus to be an information war that is probably aimed at influencing the influence the public. I am no longer over-euphoric myself, but I try to accept objectively that the price is where it is.
The only thing that surprises me are these "campaigns" with the same old theme, salt batteries, then something new comes from Quantum Scape, then the price of lithium is in the basement etc. etc.
I am of the opinion that there is clearly a game being played here and they are trying to push investors and holdings out of the game. The prices for electric vehicles are still very high, but lithium accounts for a very small proportion.
This is always the case before the industry has completely adapted to the new technology. But the fact is that in Germany
there will be a definitive ban on combustion engines. And it should also be clear that vw has to completely reinvent itself, otherwise it will lose even more value by Chinese manufactors. Very few Germans can afford a mid-range electric car (€40,000 upwards). The cheapest car starts somewhere with an E-Up, which is already halfway equipped at around 30,000 euros. However, this vehicle will not drive 250 km in one go and certainly not in winter.
Seen in this light, the anti-lithium agenda in terms of availability and technology is also just a straw man argument for the misguided orientation of the companies. Lithium will play a role in decarbonization! and this is all the more due to the atomic number, namely how many electrons it can store. A quick look at the periodic table will suffice. unfortunately, alchemy has not prevailed since the Middle Ages and we are unable to develop new elements. So my biggest fear is that we will be bought out cheaply and, in the worst case, lose our mining license and that the other players are playing for time.
F*** Keith's ex for once. You can't listen to it anymore. The man really has other things to do than make a few retailer wet dreams. This is B2B business. We're not selling ice cream here. Do you know how difficult it is to find major investors in this environment?
It may be that Keith didn't stick to his own deadlines on one occasion or another.
But he is human. I have already had contact with him by email and I can only say that he was more than committed and sincere in his reply.
We'll see what happens. Pavlik is still on board as a trusted man, so keep calm. I hold
Hi guys, it's been a long time since I've spoken in this forum. I am from Germany and I think I can give a good insight into the political agenda of the country. I can tell you that there are big problems within politics at the moment. I can't tell you to what extent European politics is also affected by this, but the former driving force of the European Union has degenerated into a juggernaut.
Germany is definitely continuing to build on its economic partnership with China. And I also assume that the automotive industry will rely on outsourced battery production. There are investments in so-called battery factories. However, these do not build cells. They are further processed into battery packs or the like. This means that the German economy, at least, relies almost entirely on the Asian market as a supplier.
As a German, I am deeply dismayed by the disintegration of Germany, sorry, I can't call it anything else. But the problems are growing from day to day. There is hardly any investment and the state is trying to implement the energy transition on its own without any market dynamics. People here have had enough of the energy transition, the immigration policy and the paternalism of the state; everything is looking more and more like a socialist system.
I am sorry to say this, but as a German who has been invested in EMH for more than 5 years, I am deeply concerned and dissatisfied. If I was 20 years younger or had no family I would leave Europe, at best I would try to migrate to England.
There is a cultural and political breakdown of values here and I am afraid of what lies ahead.
Good day,
I have a question regarding DFS. In the past, there has been repeated talk of the fact that this has been
has been delayed considerably since you announced it. My question refers here to my assumption, namely as of those
DFS will also be released this year. I ask only because no official information about it have.
I meant only here over the forum to have experienced that this is either shortly before, however in each case still in this year releases becomes.
Many thanks and greetings
A bit inconsistent again. While there seems to be a new Corporate design, no changes have been made to the website. The old logo is still present.
Surely only a small faupax, however, it time that the company in the process of brand communication does not place a very high value on coherence.
I hope that I can rely on the statements of the company and I say that in confidence to EMH and Keith.
The downstream issues will not be less of a concern with the drilling updates.
They should try to get the financing going as soon as possible. Otherwise more months will pass. The timetable is slipping behind, in my opinion.
If we want to produce in late 2-3 years, we need investment and offtake contracts.
I had in fact not yet watched the current interview, but am happy that you reply me once again very informed
Fingers. That with the LSE Future is a very good thing and also that Keith of course medial remains on the ball.
I would just be happy if I had the certainty that the mangament is really willing to start production and build the mine.
Those are just pretty big time frames for me and I'm an impatient person.
I would like to hear news about commodity Contracts. But it is also no fun to see the SP fall daily, even if it is only a few percentage points. Would have been nice if we had held up better.
Sure I would like to keep charging.... However, do not do it because I am unsure.
Thank you Fingers for your detailed answer.
Unfortunately, I see failures in market communication on the part of the management.
As long as DFS is not ready, we will probably have difficulties with financing.
Negotiating purchase agreements is certainly one of the most complex steps in this game.
The market is new, pricing is difficult. Therefore, for sure no long-term contracts will be signed. And since there is still lithium capacity in the short term there will be a bottleneck to find a buyer.
It is actually always the same. They all think that the companies with all wisdom
are praised and behind the scenes already on appropriate things is worked.
I assume, however, that one will rely this time again on the Chinese investors.
This has worked very well in the past and they have learned everything from us within a few years.
When I look at the political environment here in Germany, as well as the prevailing corporate culture, I can only say that it is good the way it will probably come.
Probably a larger Chinese investor will be found to whom the project will be sold.
Perhaps EMH will license the process and also be able to cash in.
I don't think anything of CEZ with regard to Cinovec. Just a state corporation whose hand is on us.
Any freedom has been taken away from us and Keith will be aware of that.
We are always talking about financing and the like. The important thing is that the process works on a small scale,
that we get the mining permit and move forward with the DFS, preferably immediately on the table with it.
Time is running out and the project work lies with EMH/Geomet and not with CEZ.
Hello,
at the beginning of the year or in the middle of last year I had inquired once selsbt about the Bergabau on German side.
My inquiries were made through the German Mining Office. I had a longer conversation with an employee who was very well versed in the field of lithium deposits.
With in the conversation he suggests that a cooperation or a merger of both resources, so once Zinnwald in Germany and Cinovec would be desirable. In any case, there were probably already thoughts about it.
I assume that a lithium consortium will centralize at said places. I am confident and think that Keith is acting very prudently. I am also of the firm opinion that private investors are not the main clientele of EMH.
For this reason, not much is being done in the way of PR. It is nevertheless worth noting that we do get a few tweets from EMH from time to time. For me, this underlines the seriousness of the company.
And by the way, this also applies to Keith who always wrote me back despite my rudimentary knowledge of english.
Thanks again Keith, that is not self-evident.
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
Hello,
I was, but no one had taken my comment into account. Emhlf price data was not transmitted even after hours. can it have something to do with the Czech listing? That it would have to be bought back shares which are then re-issued. or am I wrong?