Member Info for bobminor

Link: https://www.digitimes.com/news/a20230220VL203/catl-china.html?chid=13

Now that we are a 'Strategic Supplier' - then anything can happen. Much noise in media about Li price reduction with sp for major EV supply chain companies in the last 24 hrs - can see that Geomet would follow suit to benefit the Gigas for the same reasons as CATL.
Would be great if our sp was $30-$40/share - a drop from that range wouldn't worry me - i'd be well and truly gone. In 5 yrs this could easily be the case for Cinovec - BUT only after IIs have got rid of the retailers like they often do - will we see even £2/share here before that happens ?!!
GLA

Aiming to make use of a neutral neural network - even.
;-))

NO it is NOT !!!

FYI
https://batterysystemsexpo.com/newsletter-sign-up/
28th & 29th June 2023
NEC, Birmingham, UK

Agree AND disagree - I would rather industry took the advantage and much earlier too but politics also sets some significant constraints on industries - some sourced from public action/opinion; the politicians are responsible for getting a good return for their electorate and will if they are savvy or shrewd enough - many are not but only looking for opportunity to make personal gains and for that to happen the constraints are sourced from politicians instead - there is a difference, imo. I agree that they, Geomet and the like, should "just get on with it" but governments have the power to stop them using said constraints to their advantage all the while looking for opportunity. The EMH sp will prove what is currently going on behind closed doors 'the nudges and winkies' are in full flow - I'll bet. Something has to move this sp or else retailers are in for an huge disappointment - how many times has this happened - bet it is more often that not.

Thx FireB - so he sounds as frustrated with EU as we are. Many here saying the same thing for a long time about EU - too many people in powerful and influential positions trying to figure out how THEY can profit from this tech disruption, amongst other things (co££uption) - takes time for the 'nudge and a wink' to take effect amongst their clique(s) before they can make the funds available to invoke their [political] strategy.
Industry needs to face-up to politicians and take the initiative - but, perhaps, too many 'wet flannel handshakers' unable to lead (since 1995 in UK).

Not a good link - requires registration / membership - what did he say, in essence.

Too many people DO NOT appear to know that this mine is an underground mine - NOT a blot on the landscape as many assume - this FACT must be promoted - otherwise eco-warriors will take it on.
Alternative is to keep the sp down for a cheap takeout of EMH - at which time retailers WILL suffer.

Quite a few positive technical developments in terms of improving processes and ESG.

Permitting not waiting for the DFS - using last PFS + Flow sheet improvement - that answers one of my main concerns.

'LITHIUM: THE MULTI-BILLION DOLLAR QUESTION'
https://benchmarkminerals.us9.list-manage.com/track/click?u=4bff972445c3d36015be2ef8e&id=ebb6510e7b&e=3b84c947bb
"In this webinar, Benchmark’s market leading experts will examine recent price volatility and its drivers, as well as the longer term outlook and key questions on long term supply, costs and prices."

Please supply links to evidence where appropriate - thx.
Some excitement brewing here - good to see.
Thx to all those in their research for any info.

An EC written statement on the subject https://ec.europa.eu/commission/presscorner/detail/en/ip_23_510
Can't find link for tech mtg - so assume that it is same as given below for VdL

also Technical Meeting at 15h00 GMT

Speeding up the processes to achieve green targets and yet decision to progress is moving to the right !! EU politicians !!

All the right messages thus far - especially speed up permitting in EU as major complaint from industry.
https://twitter.com/i/broadcasts/1zqKVPNWmbDJB

We do not want the bod to make recommendations - like Sirius Minerals (SM) did just before the sp fell apart and retailers done over - I see KC in the yesterdays Proactive stream with him - he looked a bit tired and not as enthusiastic as I would have expected - similar to the scenario with CF at the last SM AGM - don't forget that financial markets operate on a 'nudge and a wink' form of comms - please PROVE to me that I am wrong. I think that the obvious manipulation of the sp is being kept competitive for a buyer of EMH share probably as a 'nudge and a wink' agreement already so that the retail investors will be forced by bod recommendation to accept said offer which will be very disappointing imo.
I would be greatly saddened if we are to be duped by KC. I hope that he will not be bribed into accepting a lucrative personal 'get out' disregarding the effect on retail shareholders, esp. LTIs.
If an offer is given I cannot accept <£2/share !! Collect evidence of anything that could be misleading in case it is needed.
Future Statements are a get out for companies but what of the protection for [retail] investors - is it equally sufficient 'nudge nudge - wink, wink' !! ??
Shouldn't the 'G' in ESG creds be enough to protect our interests ?

https://www.mining-technology.com/features/european-mining-rare-earths/
"But while EU governments largely accept the need for greater raw materials self sufficiency, within the European population at large there is substantial apathy, if not downright hostility, towards the metals resource industry. Serbia, the Czech Republic, Spain and Portugal host world class lithium deposits, but there is considerable opposition to their development."
Commentators and reporters always seems to fail to mention that from an Environmental pov Cinovec is an underground mine all others a blot on the landscape - comparing apples with oranges !!
Baffles me why we do not see more from KC to push this fact home to the press - makes us the most logical choice for the production of LI on the Planet - Geomet (CEZ & EMH) have the best mining ESG credentials IN THE WORLD !!!

https://www.youtube.com/watch?v=iVdClwEQd34 - perhaps !!!??
! ;-))