RE: ČEZ has not yet decided on lithium mining, the study for the project could be completed this year9 Aug 2025 10:26
It does feel like CEZ want to drive geomet off a cliff financially (and take 100% control). It would be good to know what protection we have against this, as Keith’s interviews suggest a good relationship, whereas everything coming from
Interviews with CEZ board members suggests the opposite. As for the price, it’s not exactly rocketed on anticipation of DFS (most likely because very few actually believe what is said these days), so who knows.
It would be useful to know what happens if the company starts missing deadlines set as conditions under the CRMA however. Is finding lost? Do timelines just get pushed indefinitely?