Member Info for antelope

KoKoLeLe, if you go to this siye: https://tinyurl.com/create.php and paste the url in the space provided, it will generate a 'tinyurl', which should display here.

A 'consortium of investors'? That sounds like big boys to me... Automotive, mining and batt manuf. Dividing the entire project up between themselves. I wouldn't mind a buyout. At a decent price of course. It would be a damn sight qucker route to a return than proceeding to production.

Nope :-(

"We are preparing a lithium mining project at Cínovec, which could be used in a battery cell factory in the country. As a part of the contemplated consortium of investors, where we could act as the developer, which will provide, among other things, the necessary land and take care of the supply of power and energy services. "

First thing that suggests to me is that we're going to be bought out.

"Can some -- can more people please get into the lithium business? It's -- do you like minting money? Well, the lithium business is for you."

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-urges-entrepreneurs-to-get-into-lithium-mining-business-as-profit-margins-are-hugely-high

Any particular reason for that guess?

Given that any announcements that might be forthcoming from EMH actually refer not to EMH but to Geomet, is there any requirements for both CEZ and EMH to agree to the release of info? In other words is KC unable to release news unilaterally?

That's odd. I haven't emailed him for a long time but he was always quick to reply.

So what, really, is everyone's serious best guess, given conflicting info out there, as to when the DFS will arrive? I'm so confused that I don't have one.
I'm not sure it'll make a heck of a lot of difference to the share price, but it might.

The yanks probably think 'Yoorope' is about to be taken over by commies.

Well I was talking more about VW buying at least a stake in a mining operation... given the debate about Tesla doing same. Rather than about the siting of a gigafactory. And that there's an incentive for the Gov to encourage a VW buy-in rather than Tesla as VW already have EV manufacturing in the republic, and Tesla would ship the Li out to manufacture EVs in Germany, which contradists the CR's desire to be a hub for everything. That's if VW are thinking about getting into mining as Tesla seem to be. I'd have thought it would be a failure of strategy for VW to let Tesla own part of Cinovec.

Sorry. Dicky old keyboard. Just swapped it out now for a new MS one. Although being a hopeless typist with twenty fingers, things may not improive too much.

OK. Well my penny's worth is that VW sholdn't be underestimated. Cinovec is right in their back garden. They own Skoda, which wil be churning out EVs, and they also have a lot of money. I agree that by comparion to Tesla, their progress is somewhat glacial. But I suspect that the Tesla gigafactory being right on their doorstep will have a galvanising effect. I think they'll suddenly move quickly, having finally made a range of interconnected decisions and do everything all at once. There'll be a string of huge announcements. Tbh, they have no choice, and they're too big to just roll over and fade away. Remember also they also have Seat in Spain, as well as Audi, Bentley, Cupra, Lamborghini and Porsche. Their decisions are bigger and more complex that Tesla's, but they will be making them.

And there's the added factor that the CR govt are strategising to make their country an EV production hub. They have the Li as well as the Manganese. VW are already in the CR in a big way through Skoda, so it's inevitable that the CR Gov and VW are alredy talking. As far as I can see, Tesla owning part of Cinovec would be such a massive kick in the balls to VW that they cannot let it happen. To lose such a massive Li resource that's embedded right in the middle of their manufacturing operations, with few if any alternatives, would amount to an outrageous failure. And the CR Gov too would rather see Cinovec' Li supplying Skoda, as a Czech based enterprise, than being immediately shipped out to a manufacturer in Germany (Tesla).

If only the DFS and other processes would hurry up at Geomet. Until then all we can do is guess. EMH has become a hugely frustrating hold, for which I have to formulte my own guesses in order to jutify hlding, rather than basing the deciion on facts. That's not comfortable.

But it seems to me that VW is a no brainer. If Diess doesn't make this happen, the loss would e so sigificant that he should resign.

Why would VW have less impact?

Ah

https://twitter.com/SawyerMerritt/status/1514274033352777739?s=20&t=GHj-0VTYeUgs-c1KuuKwoQ

No. It was a specific reference to a nevada based mine that has ben acquired.

Basically that Tesla had bought a Li mine in Nevada.

Oh yes.. interesting.

https://twitter.com/SawyerMerritt/status/1514263315085770754?s=20&t=QIe4HNHaqfvWj27J8FLeMA

ip.... I've read in a few places of a growing opinion that Li prices are getting silly and that the costs will have to be passed on the car buyers, which could stall the market leading to a fallback in Li prices. So perhaps the non binding thing is a spot of wait-and-seeism.