Member Info for euclid55

Zinnwald Lithium Plc
@ZinnwaldLithium
·
11 Jan
The project team has located historic core that was given to a government funded research institute several decades ago, which it is now looking to integrate with the current set of databases and carry out verification tasks.

Teesside, United Kingdom – Monday 7 November 2022

Business Secretary Grant Shapps attended the Green Lithium site launch event at Teesside to announce the UK’s first large-scale merchant lithium refinery at PD Ports.

The refinery will create a supply of low-carbon, battery-grade lithium for use within the lithium-ion battery, energy storage, grid stabilisation and electric vehicle (EV) supply chains.

https://greenlithium.co.uk/news/uk-business-secretary-visits-green-lithium-refinery-site-in-teeside

Invest in Green Lithium

We are on track to commence construction of the UK's first large-scale merchant lithium refinery in 2023. We are now progressing through the latter stages of the Teesside project’s development phase. As an investment opportunity, Green Lithium offers exceptional, inflation-beating returns for investors.

If you are an institutional or corporate investor and want to find out more about investing in – and potentially partnering with – Green Lithium, please do get in touch.

https://greenlithium.co.uk/about-green-lithium/our-story

Seems many may of over looked this part in the last update - so far the NPV is based on the 35MT

Initial drill results support the plan to consider the Albite Granites (previously referred to as "Ore Type 2" in the recent Preliminary Economic Assessment ("PEA")) for the Mineral Resource and future mine plan, with potential to materially increase the total Mineral Resource

The Project's historic MRE was based solely on the Greisen beds and excluded the Albite Granites. One of the goals of the ongoing in-fill drilling programme is to materially increase the MRE, which could, in turn, accommodate greater mining capacity for an expanded Li-product output.

Historic estimates quantified the tonnage potential of the Albite Granites alone at above 200Mt,

Https://www.investegate.co.uk/zinnwald-lithium-plc--znwd-/rns/operational-update/202211230700042702H/

Not certain if any have realised that the CoS for The Velociraptor well is just 20%

If they do strike oil then has a huge NPV value - but an 80% CO failure

what is?

Seamus, you have used gross value figures below - don't forget to deduct all Capex costs and taxes

competent person- based on 8k per tonne
Low $900,000,000 copper in the ground

Devil, worth reading this website below - a large s/holder - what do you think his interest is in this tin pot $50k mine

But maybe he has just got a few quid to **** up on a high risk mining co, for a wild punt

http://ianhannam.com/ian-hannam.html

Does anyone know if there is a telegram group set up for this stock please?

That is the unrisked value if they find oil

Don’t lose sight of the 25% cos

Green Lithium and Alkamey are not connected, so a competitor. that is partnered with Trafigura

https://greenlithium.co.uk/

Green Lithium, working closely with its partners, is well on the way to building the UK's first large-scale replicable lithium refining and battery recycling plant

Green Lithium - backed by Trafigura - agrees processing plant for Teesside

https://www.thenorthernecho.co.uk/news/22643120.green-lithium---backed-trafigura---agrees-processing-plant-teesside/

Sunday Times business section on pg 6 mentions
BHP looking at buying stakes into commodity companies in Tanzania

Should be good if Acp has spoken to them
Hopefully BHP can fund the development of the mine

Bres expect to be in production by 2025, 3 years time Not in 5 years if all goes as planned

https://www.bloomberg.com/news/articles/2022-11-04/renault-is-said-to-target-10-billion-valuation-for-ev-business?srnd=premium-europe&leadSource=uverify%20wall

What do they mean by the below?

We are excited about the upcoming capital programs and we expect material production and reserve additions.

Taken from page 16 of the VSA Capital broker note:

TVL will therefore be focusing on the speciality part of the lithium hydroxide production process; removing impurities
to create a battery quality product suitable for top tier OEMs. We believe that by specialising there is a higher c hanc e
of success in producing a battery quality product than for a mining company and we believe that there are a number of
factors that make producing a lithium sulphate a compelling alternative for producing a hydroxide or carbonate; firstly
the ability to produce a four or even five 9s product is difficult to achieve and the discounts to benchmark pric es may
significantly reduce the returns of a project compared to its forecast parameters.

This may make the lower upfront capital of a lithium sulphate plant more attractive

£216m is a lot of funding they have to raise
Let’s see how my TVL farm out of the total asset
New finance investors will want a percentage of the asset
But has huge potential

When they get funding for the first train they will probably farm out a percentage of the asset, so they may not own 100% of this

That's on the basis they keep 100% wi in the asset - but doubt they will as the capex is around £264m - so they may farm part of this out