Member Info for Fingersxed

https://www.australianmining.com.au/news/lithium-cobalt-markets-to-recover-next-year/

A new 25,000 tonne per annum customer .
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/cars/teslas-german-plant-to-produce-500000-cars-a-year-report/72470949

https://auto.economictimes.indiatimes.com/news/passenger-vehicle/cars/porsches-electric-taycan-draws-interest-from-30000-buyers-handelsblatt/72479311

https://auto.economictimes.indiatimes.com/news/auto-components/eu-okays-mega-state-aid-to-develop-electric-battery-giants/72445684

I think we may get an announcement soon .

https://insideevs.com/news/386661/sk-innovation-first-cell-plant-china/

And where will they get their Lithium from in Europe ?

And what will the Hydroxide price be in a couple of years Lawrence ? What will our DFS production target be ?

https://auto.economictimes.indiatimes.com/news/auto-components/ev-battery-market-pegged-to-hit-40-6-million-units-by-2026-report/72422601

https://seekingalpha.com/article/4311254-joe-lowry-aka-mr-lithium-on-state-of-lithium-industry

https://cleantechnica.com/2019/12/07/bank-of-america-merrill-lynch-tesla-model-3-other-ev-3-year-total-cost-of-ownership-analysis-for-uk-shows-evs-much-cheaper-than-fossil-competitors/

https://cleantechnica.com/2019/12/07/keolis-nederland-bv-selects-byd-to-supply-largest-electric-bus-order-in-europe/

colinH100 , Cez is all about dividending to their major shareholder , Cez current payout ratio is 60 % of profits . I would anticipate geomet will dividend toward the 75% mark as we will be so cashed up with nothing to spend it on and hence a larger payout ratio . What Cez will do for us is provide financial clout and backing to make sure we increase production from our poultry 25,000 tonnes . I will bet my lefty that we will at least go to 50,000 tonnes , based on the bigger capex EMH alone probably would never have been able to succeed at this level , Cez's financial clout will make it so much more easier , So whilst we may have lost half our project , my lefty says we will double production , hence losing nothing over all , but gained a partner to fund half of what we would have had to come up with on our own . Cez by having a joint venture with Inobat to build a gigafactory also gives us our first customer . Guaranteed I'd say to be at least 25,000 tonnes already absorbing our PFS production . So watch this space for further offtakes , Samsung , VW , Tesla , Northvolt , HE3DA , SKI etc I can easily get to 200,000 tonnes offtake with this bunch and we could still supply more as they are all going to need it .

https://stockhead.com.au/resources/tim-treadgold-lithium-stocks-close-to-the-bottom-its-time-to-revisit-a-sold-down-sector/
https://stockhead.com.au/resources/european-carmakers-are-now-going-direct-to-miners-and-aussies-can-cash-in-on-that/?_gl=1*1d2k807*_ga*YW1wLWhLUmNGcW1YSm04VC0wNHB0SUNFb3ZOdTJMX0w4S2VudElwVTdzdWtzY25UcWJiRXZVc0JYaDY4ZGVNdGJJTVE.

https://auto.economictimes.indiatimes.com/news/auto-components/gm-koreas-lg-chem-in-venture-to-build-factory-in-ohio/72392775

As they all will need to , Time for VW to make decisions .

"Electromobility was another big topic that we solved today with the Slovak government in Valtice. We confirmed the joint project of CEZ and Slovak InoBat, focused on the production, distribution and sale of batteries. The aim is to build a joint venture for the European market in the Czech Republic."
Now if they build a 30 gigawat hour production facility , our PFS production is already sold . Come on they have to increase production for HE3DA , VW and others .

https://www.smart-energy.com/industry-sectors/electric-vehicles/cez-group-selects-ev-charging-infrastructure-czech-republic-projects/
https://industryeurope.com/europes-largest-project-could-be-operational-mid-2022/

https://www.reuters.com/article/us-cez-european-metals/europes-largest-lithium-project-could-be-up-and-running-mid-2022-emh-idUSKCN1UH0VH

Also worth voting early to give Cez warm and fuzzies and commit quickly if they see the votes , so we can move onward and upward , my yes vote done .

Anyone selling is playing into Arca's hands . Stop giving them cheap shares .

AGM
https://www.asx.com.au/asxpdf/20191205/pdf/44c9lmnkh2khzw.pdf

More Lithium required , a good news story .
https://about.bnef.com/blog/getting-power-to-the-last-billion-one-box-at-a-time-qa/?utm_medium=Newsletter&utm_campaign=BNEF&utm_source=Email&utm_content=wirdec4&mpam=21051&bbgsum=DG-EM-12-04-M21051&elqTrackId=e6fa18ac9247415796bf3b9aaff05fae&elq=fa127fa36888475183133c3f2ef5a817&elqaid=23384&elqat=1&elqCampaignId=13509

https://www.livewiremarkets.com/wires/two-ways-to-play-the-move-to-evs
and A reminder

https://youtu.be/Kxryv2XrnqM

While the EU currently produces no battery-quality lithium hydroxide, there is already a severe battery-quality lithium supply shortfall in Europe with slated battery and EV manufacturing.

This is not unlike China in the 2010s, which experienced the world’s highest growth in lithium-ion battery production for electric vehicles. It caused a lithium supply shortage in China and a 300% lithium price spike.

In the 2020s, the same is forecast to happen in Europe, albeit on a much larger scale:

https://investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/rodney-hooper-buy-type-lithium-company/