Member Info for antelope

VW will already be in the mix as they're building a CR gigafactory with CEZ. It may be that signing other offtake agreements is on hold until the VW/Skoda thing is signed and sealed. Just my guess.

Ah thank you PmP. Following him now.

Thanks. I have that. But what about these Dmitry tweets?

Can someone please provide a link to one of these tweet? There's no way of finding them otherwise

Woof, nice to see a sensible post. The possible valuation of DA is what excites everyone. But what it might be valued at now, on Tern's books, doesn't reflect what it's likely to sell for. Because the latter price would include goodwill, and most importantly, future potential. Assuming the tech is uniquely good, as statements from the likes of MS and Entrust imply, then what could such projections comprise? It's SAAS, which makes things doubly hard. You mention a need for contracts, but SAS sales are probably not contract based, and income from such sales grow exponentially and over time. When DA releases its results shortly, I'll bet many people will be disappointed because from an SAAS revenues point of view, it's early days.

The lack of insight as to the revenue split between contracts and SAAS sales is part of this irritating lack of transparency. It's even conceivable that there are no contracts to announce because all sales are SAAS, although I doubt it as I suspect KS is being white labelled.

I believe that those SAAS revenues will become very substantial indeed. And when DA is sold, the valuation will reflect this potential. The debate then is about DA's current valuation on Tern's books. Surely there's a logical disconnect if it's valued either on NAV or current earnings if everyone knows it'll be sold for far more than either of these.

How the hell would you know it's a year away? Hotline to all the potential bidders have you? ffs, there's some drivel spouted on these boards.

And there I was thinking Aussie beer was weak.

Maybe, Fingers, we've finally reached the end of the runway and are about to lift off. I hope so. It's been a long time. You own far more than I now do and I'm sure wil make a huge wedge. I regrettably have had to reduce my holding, but it'll still make enough to significantly impact my way of life.

You post 5 posts back... shares magazine? It's ancient.

Wise Owl have a nice piece on EMH and the CEZ gigafactory news...

no the shares mag vid doh..

Fingers, I think that's from about 2015...

I really think you should be taking an interest in this.

https://www.mining.com/rio-tintos-lithium-market-entry-likely-only-start-of-battery-metal-ambitions/

https://www.bloomberg.com/news/articles/2021-07-27/rio-tinto-approves-2-4-billion-to-build-serbian-lithium-mine

I've had enough of this. Directors of a listed company can't just wander off and leave their shareholders in the lurch with no information as to what's happening, surely. Who do they think they are? They seem to have completely abandoned their responsibilities and vanished. Is there a case here for reporting them to the FCA?

Do LG already supply VW with batteries?

Thanks.

How can we tell if the Yanks are buying?

EMH tweet

https://twitter.com/CzechLithium/status/1419969122985672712?s=20

Quote " @SkupinaCEZ
will provide land, energy supplies and will be one of the investors."

Presumably this isn't a CEZ solo operation. Who else is involved?

..at 18 year high.

https://twitter.com/HC_Haplo/status/1419916272792334339?s=20

oops, just read the rest of the board. Got the wrong way round :-)

This ought to do us a bit of good....