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Surely not if it is still subject to completion of dd

Iaintittle. The agreement ,subject to dd, was announced in July . I cannot understand why dd should take nearly 6 months and why the AGM should not be approving an agreed deal.

Iaintittle. Please ask why due diligence by CEZ is taking so long? And will CEZ be a "good" partner?

European car makers have targets as from 2020 that mean they will to sell large number of electric cars or pay large penalties.

If BCN exercises option to buy other 50% it will own 100% of Zinnwald, NPV €428m, at a total cost of €35m.
• Pre-tax project Net Present Value ("NPV") of €428 million (8% discount rate), Internal Rate of Return ("IRR") of 27.4% and 46% EBITDA margin

Dave. I think you are right.

BCN acquired initial 50% for €5m plus an undertaking to contribute up to €5m towards cost of feasibility study.

Bacanora and SolarWorld AG ("Solarworld") agreed to extend the option to purchase the remaining 50% of Deutsche Lithium GmbH not held by Bacanora to February 2020.
• Pre-tax project Net Present Value ("NPV") of €428 million (8% discount rate), Internal Rate of Return ("IRR") of 27.4% and 46% EBITDA margin
• Cost to BCN €30m

Barksy. What does that mean?

All these planned factories will not be built on a timely basis. The total capacity would require 1.6 million metric tons (mt) of battery quality lithium carbonate equivalent (LCE), which the industry is not in a position to do by 2028 given the lack of investment and the fact current BQ capacity is less than 250,000 mt. I continue to be surprised that OEMs and battery producers are blindly expecting a lithium supply miracle while many lithium mining projects can't move forward due to lack of financing.

All these planned factories will not be built on a timely basis. The total capacity would require 1.6 million metric tons (mt) of battery quality lithium carbonate equivalent (LCE), which the industry is not in a position to do by 2028 given the lack of investment and the fact current BQ capacity is less than 250,000 mt. I continue to be surprised that OEMs and battery producers are blindly expecting a lithium supply miracle while many lithium mining projects can't move forward due to lack of financing.

High Voltage: More sectors are electrifyin’ as batteries get cheaper, says BNEF
https://stockhead.com.au/resources/high-voltage-more-sectors-are-electrifyin-as-batteries-get-cheaper-says-bnef/?utm_medium=email&utm_campaign=Stockhead%20Morning%20Newsletter%20Tuesday%20December%2010&utm_content=Stockhead%20Morning%20Newsletter%20Tuesday%20December%2010+CID_ceffe169819aa7dab30bed2215af7239&utm_source=Campaign%20Monitor&utm_term=High%20Voltage%20More%20sectors%20are%20electrifyin%20as%20batteries%20get%20cheaper%20says%20BNEF

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The EU has approved a €3.2bn fund to promote the research and development of batteries as it targets strategic areas in which to help European companies develop new technology to keep up with global competition.

https://audioboom.com/posts/7446447-open-orphan-gfinity-cadence-minerals-salt-lake-potash
Very positive and encouraging interview with KM.
Permits and licences in first quarter of 2020 and complete BFS in first half of year. Debt finance to provide most of capital. W H Ireland in its recent valuation of KDNC of 44p per share place a value on Amapa of £19m.

The current value of £1.7m compares with the NPV of AUD 900m for whole company. The NPV reflects the potential .

and the NPV7.5 of the Iron Ore Project is in excess of AUD 900m according to Breakaway Research

The stake in Macarthur is valued at about £1.7m

http://irservices.netbuilder.com/ir/cadence/newsArticle.php?ST=REM&id=2987360

Obs . W H Ireland included 27% of Amapa discounted by 70% in their valuation.

Iron ore explorer Macarthur Minerals (ASX: MIO) is about to debut on the ASX, but unlike most juniors, which have a long road ahead, Macarthur has already begun work for a bankable feasibility study, secured major environmental approvals and locked-in an offtake deal with Glencore International.
https://smallcaps.com.au/macarthur-minerals-australian-investors-advanced-iron-ore-project-asx-debut/