Member Info for CRK22

Not sure about the legitimacy of Ella’s posts

That's an insane price surge for hard rock SC6 if true. Will be interesting to see if this is picked up elsewhere (other news outlets).

1 x 100 then I take it.........

Odd and protracted exchange there fellas

By then Chinese Lithium behemoth Ganfeng may well own a significant stake in ZNWD by virtue of its pending buyout of BCN....

China still playing chess while the rest of the world plays insert strategically inferior game to chess>

Does it matter?

Teaye 72 - Negs ongoing with AA or others? Interested to know whether its simply a difference of opinion in valuation which may be gap filled by some drilling success or whether other parties are being engaged in discussion to fill the gap via competitive tension in potential alternative bids.

Been in since 2019, in at 46p and averaged down along the way. Sliced for profit to reduce capital risked. Bought back here and there.

My average buy price is now 44p but my sp avg, well am essentially free rolling.

I will hold a core 70% of shares as long term investment now until the end and will trade the other 30% to build my stake circumstances permitting.

I have high hopes here and have redeployed my BCN money between here and ZNWD.

I believe both should do well over next 2 years.

I’ve made lots of mistakes on lots of other shares but BCN EMH and ZNWD have all been good to me after a very rocky patch following initial investment.

I believe the lithium macro is now rolling.

Hi Malik,

I did a yahoo chart comparison between EMH and ZNWD just to look at recent comparative moves. Noticeable correction from June 22nd when ZNWD RNS confirmed they took 100% of ownership of project. This closed the relative gap between the two charts. Recent moves on EMH (last 5 days) have opened a gap again but importantly on no news.

I speculate that ZNWD may follow with some upwards movement - fingers crossed

Hi MrC, I bailed BCN with a heavy heart and no small amount of disgust. I actually used the sale proceeds from BCN to top up EMH which was at a depressed low so one of the few reasonable decisions I've made.

I can't see how BCN can fight off the bid though I wish holders all the luck in the world.

I'm not averse to buying back there if circumstances are different but it feels like the BOD have got themselves in a position where all the technical knowledge is held by Ganfeng and without them its an asset with no process.

I may be wrong but that's where I'm at

yup

Invested mrc? Have seen you around EMH, BCN and here, I have been in all 3 but sold up BCN when Secker decided to stick the knife in to PI's.

I'm certainly not putting a valuation on but am discussing the activities and the macro.

Always a decent idea to have an idea of where a valuation may go however.

Do you have a meaningful contribution to make here?

Cheers Malik, I believe our thinking is broadly aligned here and yes I'm also in EMH. I believe Keith wants to get to production and although synergies are clear its EMH's share of the cash required for m&a (which I agree would come from EMH direction) that may prove a stumbling block (obvs only on current inspection as a sp rerate will change the game I believe). Plenty of strategic EMH moves underway (per my previous post) that will increase m&a potential here as and when the EMH story plays out

Question Malik regarding your view on m&a potential if you don't mind.

EMH synergy with ZNWD is clear but EMH and ZNWD each are currently not cash rich and looking to progress projects therefore I would assume m&a only really viable via 3rd party unless terms of a JV at 1 allowed for sufficient capital to look at strategic m&a over the other.

EMH activities point towards access of EU green funding plus finding some extra cash to progress their project while looking to get to a full nasdaq listing which imo is intended to give them visibility to SPAC companies where the real funding and big moves can be made.

Is this in line with your thinking?

Cheers

I took a little more yesterday. This and EMH are my high hopes after the BCN BOD capitulation

Nice thread, its really good that you and your wife are on the same page. I'm only in for modest 1% of pf but I hope holders each get the boost they're hoping for

GLA

Hope so Malik, need the big boys to get involved in these projects and need to avoid handing them the keys to the asset a la BCN and Ganfeng when JVs come into play.

Low mCap and large capex projects (multiple of mCap) requires strong board. BCN sadly lacking in that department and although I didn't get burned there in terms of loss the asset will be seen to have been bought for a song in the long term.

Ben

One of those 100k was a buy ;)

definitely

8:36 100k buy at 4.06p definitely was a buy.

Just saying....

;)

not really CE no.

GLA

Yes, hugely positive but how can a target of zero be realistic i.e even a phev is not zero, only pure electric. Grid infrastructure from generation to distribution to peak offtake is insane on that basis.

EC gonna sign off on an additional 100 1GW nuclear reactors for the generation side alone?

Anyway, realities of "targets" will become apparent over next decade.

I the meantime topped up 30% at 20.2p

Holding