Member Info for antelope

That should say 2021/2. In the hopefully unlikely case that anyone's dim enough not to realise.

I think you've missed the point. It's the difference between a short term spike that benefits few, and a longer term climb that reflects increasing value. The latter is safe, and will also have short term spurts as news emerges. Production was always anticipated as being 2012/2. What's new?

Indeed. And it will gradually build. It'll also make significant jumps on occasion.

.. must be good insurance and our production timing actually looks about right.

https://www.bloombergquint.com/technology/the-lithium-mine-buildup-is-outpacing-the-electric-car-boom

I think this merger is fantastic news. Yes, we have to regain momentum but we have a hell of a lot more muscle and presence to do that with now. McGregor screwed up big time and has lost us at least a year. Not to mention cash. But I'm convinced this merger will get us back on track as well as growing fast in a few months.

https://www.woodmac.com/news/opinion/can-metals-supply-keep-up-with-electric-vehicle-demand/

https://www.miningweekly.com/article/europes-largest-lithium-project-could-be-up-and-running-mid-2022--emh-2019-07-22

Nice. We're on the runway.

If anyone fancies a comprehensive insight into the EV market

https://www.iea.org/gevo2019/

Quote "Based on the light vehicle production forecast data acquired by T&E from IHS Markit, and in-house analysis, the production of electric vehicles in Europe is expected to multiply six-fold between 2019 and 2025, reaching more than 4 million cars and vans, or more than a fifth of the EU car production volumes. T&E modelling shows that if carmakers stick to their plans, this will be more than enough to comply with the EU Car CO2 standards for 2025 recently agreed, or a minimum of 15% in 2025.

The supply of EU-manufactured batteries is also expected to be sufficient after 2023, provided the current plans are delivered. Currently, at least 16 large-scale lithium-ion battery cell manufacturing facilities exist or are likely to come online across Europe. The confirmed plans alone will deliver up to 131 GWh of battery production capacity in 2023 (growing to 274 GWh in 2028). The 2023 demand needed to electrify vehicles (cars, vans, buses and trucks) and for stationary storage batteries is estimated by T&E at around 130 GWh, or within the planned capacity provided it comes online on schedule."

https://www.transportenvironment.org/publications/electric-surge-carmakers-electric-car-plans-across-europe-2019-2025

We always had to partner with someone.
It was always likely that someone would take a large stake in EMH, with associated dilution.
CEZ cannot take a majority stake without the approval of other shareholders.
We were always interested in processing the Li in the CR.
We were always interested in working with a Czech company (see the original MOU)

What's happened is merely what was always going to happen. So it's a Czech company that will invest for a stake. That's fine.

Earache, you are so self obsessed and determined that your conspiracy theories be proved right that you are failing to see the wood for the trees. You really need to get a grip. Partnership with CEZ is the way out of the political morass. This agreement was announced after the articles that you have so fervently taken to heart were published. And Dvfsm's posts show that you are extracting selective nuggets from that old article merely to try and confirm your theories. Truly.. calm down, get a grip and stop being so damn paranoid.

In fact if you truly believe what you say, then sell out now. And leave us alone.

OK. Thanks for that. I've now made a decision.

Where does it say that?

Do not be under any illusion that there is not a power play in progress here. KC has to be a wily beast. But I think he has what it takes, and he's proven that. But even he may not be able to extract a solution here that would be as good as it could have been, given the historic ramps. There is going to be compromise. But ultimately, this is the largest Li resources in Europe, bang where it's needed. and legally EMH have a solid claim to ownership. The fun is seeing just what comes out of this. But even if we end up owning a minority stake with legal claim to only a given proportion of profit, our mcap will be well north of here. This is a no lose investment. The only debate is the size of the ultimate gain.

The mine's effing enormous. There's loads of room for who owns whatever. Loads of room for developments that don't overlap. Loads of room for negotiation. So much space. So much potential. Yes also room for shenanigans. And yes we could end up a minority stakeholder if we're not careful. But the thing is so huge. When all this is settled, I might even buy that perennial auditory pain the ass a beer. A really strong one just to get him to shut up.

Fingers, how do you fancy a job as my life coach? Or earaches even. I'm so glad hes called earache. He could be called optimsiticeric, or funnybunny, or wooletshaveaparty or something. Then my cognitive dissonance would know no bounds.

Well I hope so. Most of my investment is in Germany. Anything to avoid the British, under-regulated, conman riddled stockmarket.

I think earache presents a view that has to be considered. The fact that it's not all optimistic is not the issue. The fact that his pessimistic analysis cannot be easily refuted is. Which is what irritates me. Because there is an optimistic take on this. But he only focuses on the risk.

Everything carries risk. Nothing would happen in life if all we ever did was see the potential downside and never see the potential upside. This is business. There are always potential downsides as well as the other side of the respective coin, the potential upside. This is especially true of AIM investments. My response to earache is slightly biased because I am underwater to the tune of a great deal of money and I need this to rise. This doesn't mean that my mind is closed to the risks. But I need to see their explanation balanced by the concomitant upside. Earache seems incapable of doing this. We, as it happens, are in similar positions as regards our dependence upon this investment. Which is why I find his constant pessimism worrying. And there will be others who feel the same way. His perspective is put across authoritatively and eloquently. So it carries authority, and will be encouraging people to sell. I have no doubt about this. It's making me think. Is this good? For me of for him, or for anyone? No. There is a positive perspective here and it's not being voiced in an authoritative way, merely by way of hype.

That was the positive view?? You started off alright but fell off a cliff almost immediately. So, what to do eh? Should I flog the lot at a loss? I mean, you must be tempted... given your thoughts.