Member Info for antelope

imo it's pretty much a certainty that EMH will be bought out. By whom is anyone's guess. But I wish they'd get a move on.

https://www.reuters.com/markets/europe/copper-heads-its-biggest-quarterly-plunge-since-2011-2022-06-30/

Well, perhaps. But you're not suposed to be allowed to withold significant developmenmts from the market.

Absolutely re op updates.

So what's happened to this supposed 'waiting for something to be inked'? That implies the talking is over and something just needs a signature. This was mentioned weeks (or is it months?) ago. So...? err, and...?

But EMH are supposed to be running the technical side of Geomet. It's not that they have no control. And does any of thei prevent them from telling what's going on?

This is the Aussies pulling us down. All three of my Oz mining stocks are in freefall. What's the matter with them down there?

https://twitter.com/stevelevine/status/1542187073536409613?s=20&t=QslGiUF7BeadM8mOCMysZw

From 1973?! hmm... I wonder how much China grew in the last half century? And Indonesia. And Malaysia. And the middle east? etc etc. And the change in the UK's proportion for world output over that time is....?

Just to clarify, there's EMH and there's Geomet. They're not the same thing. EMH own 49% of Geomet.

And the EU has a right to protect it's market from british pork pies.

I think that was always the Gov's plan. Although I seem to recall reading that CEZ don't want to be miners if they can avoid it. To be honest, I no longer care. I just want some positive action here. Something to bl00dy well happen. This investment has been dead money for what seems like an age.

My understanding is that CEZ are contractually obliged to buy from Geomet at the going market price.

Unless of course they'd JV with a Korean manufacturer to build a gigafactory... would the latter then consider a EMH buyout? An competitior probs for CEZ would have been removed. But then, why wouldn't CEZ just buy us out?

Whatever. Something has to happen. I'm becoming seriously frustrated with this.

Trouble is our position is complicated by the fact that CEZ own a majority stake, and are intending their own 'cell company'.

modeller, NI currently trades with both the EU and the UK as if it were a member of both. There's frictionless trade with the EU and the NI economy is doing far, far better than the rest of the UK. By comparison, the UK already has higher inflation than the rest of the G7 and is expected to experience the lowest growth in the G20 apart from Russia. The gov is putting this NI advantage in jeopardy.
And don't underestimate the penalties the UK will pay for breaking international law, reneging on an agreement that it helped to write, and politicising such a crucial issue merely to detract media attention from the corruption and incompetence of this govt.

As far as the TCA is concerned, whether or not there is a trade war - and it's a question of degree - concerns that there might be are likely to have a deleterious effect on CMRS market sentiment given our recent good news is utterly dependent upon the TCA.

...listing is useless. At the moment anyway...

EV will now have a larger say in how this is all going to play out. There's nothing to say Jubilee are part of their plans.

Mind you this outrageous bunch of incompetents that calls itself a UK Govt may be about to both wreck the NI economy and also precipitate an EU/UK trade war. What this would mean for the EU-UK Trade and Co-operation Agreement (TCA) and how it relates to metals and mining is anyone's guess.

"The DFS is due circa September."

Where do you get Sept from?

If you don't drink it first. I would. And I too am imploding. This is all making me far too vulnerable.

..it's a long climb back to 80.