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I’m not sure that’s correct is it?

Either way, it all needs to get a bloody move on!

Well said 👌

I hope you’re right

Would explain the extra shares - Keith knows he’s not going to get what he wanted for his, so trying to boost with a load more free ones?

Let’s see how it plays out, but I doubt it’ll be ‘fair’ value

Be interesting to see if it sparks any interest from the other side tonight also

Agree that it’s difficult to make a direct comparison, but positive to see acquisitions happening. Certainly should add some fizz to the next week or two leading up to the various meetings…

We may be further along the development curve, but their offer doesn’t make our side look great, albeit they still have very optimistic production costs assumptions, and no grants that I’m aware of…

A bit more like it - need volume

It is misleading

Not to mention almost 6 months since the rns’d: ‘finalisation of advanced offtake agreements’. Why is it they still don’t understand the importance of accurate wording?

For it to now be used as a dangled carrot for extra share allocation is ridiculous, and does everything to prevent any chance of share price appreciation.

I think those believing Keith has done a good job here need a sanity check

It’s been the pattern of late. Large block trades, no positive impact, zero transparency.

FTSE would have returned >100% over the same period (excluding dividends), and the same with the Dow.

People mention aim being like a casino, but at least in a casino you stand a chance of making some money!

I suspect the extra shares are going to go through irrespective of how any of us here have voted.

Still seems strange that the share price can’t get more than a fraction above the recent cash raise though - does make me suspicious that whatever is in store isn’t going to be nearly as good as people think, albeit I hope for once the Emh management can prove me wrong in that.

I think the point is that we’ve already had a prolonged and major re rate, but just in the wrong direction. It ought to be reward enough for Keith with what he holds (price increase/buyout - whatever transpires), but agree that certain others should be given some more shares to reflect their input.

Volume and buy price starting to creep up. Finished 18p overnight in Aus I think

That touched a nerve judging by the green boxes!

I don’t think anyone saw the large Czech grant coming, so I wouldn’t rule out something unexpected prior to the end of the month also..

Not according to the lassonde curve.

I think the build time is 2 years, with 4 to full production capacity also (depending on the eventual target, whether 37.5ktpa or higher).

Why would progressing a project through construction stage lead to a flat share price?

I don’t think they’re going to carry on with it beyond 2026 (Emh), but expect at some point either there’ll be a premium added to account for increasing lithium prices/ticking off more key milestones. The longer this continues towards construction however, arguably the fair value increases, irrespective of what the market thinks. A reversal in lithium price/renewable uptake, or groundbreaking new technology (not hoax aka donut) could take things back, but given the current momentum seem low risk when balanced against potential upside.

Which brings us back to the fact that it’ll be difficult to push those additional shares through without some more positive share price movement.

‘Generating shareholder wealth’ has to be more than just a slide. Fact is, shareholder wealth has been eroded for those of us not trading, but holding onto hope of the timescales set out by the management of the company for the last 10 years.

I’m not sure now how many of the early investors still hold, but I’m guessing they’re all praying for a buyout at a half decent price, rather than another decade of snatching defeat from the jaws of victory