Member Info for daveri007

Any equity finance raise would only be acceptable for any accretive acquisitions or mergers - certainly NOT at this stage for exploration which is high risk - with free cash flow on the horizon it’s easy and straightforward to debt fund growth.

This recent announcement reinforced SD’s commitment to safe guard shareholder dilution so not something I’m concerned about.

Agree a share consolidation would make a lot of sense and likely to happen post agreement with Newcrest on the 5% and in conjunction with an ASX listing.

Whilst SD’s virgin CEO (MD) role he does have significant corporate finance experience which at this stage is critical and the drill bit will manage itself (via Newcrest)

Simply an accounting exercise for both parties- removes a contingent liability from the GGP balance sheet and no doubt Greatland will capitalise this 14m on the further acquisition costs of Havieron - no doubt this will only assist SD positively negotiate debt funding.

A small off balance sheet risk to Greatland should the Havieron project collapse- which in my opinion and most certainly the BoD’s is highly unlikely.

nah...no one's brave enough to short this!

Now do the same comparisons on the share price values at the same timelines and ask yourself why,how can this be….given the news releases and market outlook - oh and how strong the company fundamentals are now with a partner like CEZ!

1) Lithium prices in July 2021 was 17,000 USD (double that of july 2020)

2) Tin prices in July 3021 was 34,000 USD ( 17.5k as at July 2020)

Lithium prices july 2022 47.500 USD
Tin prices july 2022 41,000 USD

Just saying!

https://www.benchmarkminerals.com/membership/benchmark-introduces-battery-ev-metals-prices-to-the-wall-street-journal/

Cryptic clue - VW ink - nice little “wink” from KC!

Hurry up old chap - you can always borrow my montblanc fountain pen!

Hope he’s well researched in his answers to justify the low 5% agreement - anyway holding til production

rinse and repeat for the traders.....thank you GGP chat and GGP help

hilarious.....soo funny!

who cares what the header is in a bb.....crumbs.....you folks need some help!

Just love this interview....if any doubt, worth another watch:

https://www.youtube.com/watch?v=AuBBecki3rI

Time frame slightly extended!

Oh thank you - note to self - keep up to date when on holiday in Spain- less San Miguel and more reading !

I must have missed that communication where KC said the inking is near - I do however remember a poster here making the said point on KC’s recent visit to Germany!

Happy to be corrected.

Be interesting to see what investors here think with regards EMH being allowed to become full blown miners via its 49% shareholding of Geomet?

Do you think Keith and the BoD’s have the appetite or maybe looking for a retirement nest egg given their age ;0)

Maybe and more likely the decision on exit is academic and CEZ will want full control and pay an attractive premium in return!?!

Personally I’m not looking for dividends but a very decent capital gain - from these prices a significant multi-bag gain - Given KC’s background I’m hoping his timing is satisfactory to maximise shareholders returns!

An operational update - we are fully ready and on the final agreement of CEZ gigafactory the DFS will be released and a decision to mine will be announced! Simples (wink emoji)

Without Geomet , EMH is nothing just a holding company!

CEZ want the lithium mining, the manufacturing via a partnered gigafactory and of course the charging station network - end to end solution that blue chips endeavour to provide and even more so when the government owns 70% of the company!

Oh and by the way the resource is massive and more than ESG friendly and of course the location is perfect!

CEZ are already miners via their wholly owned subsidiary SEVEROCESKÉ DOLY A.S. - it’s coal but being phased out to focus on green tech - lithium is the perfect replacement which is why CEZ bought 51% of EMH (Geomet)

Watch this gather pace soon

A gagged mouthpiece “EMH marketing director” at this stage would be in my opinion a complete waste of stakeholders money!

Those folks that are well researched know SEVEROCESKÉ DOLY (the 100% CEZ owned coal mining company) need to replace dwindling coal revenues with the new gold “lithium “ and all will become very clear once CEZ finalise their gigafactory plans (now overdue) - only then will this asset very quickly multi-bag !

Keith knows this but agree in my experience EMH investor relations dept is under par!

HODL