Member Info for Fingersxed

And Solid State , next generation , requires 15 % more Li

So many Numpties here , stop ya Ruckin whingin City , just dont read it , FFS we have to put up with your posts , how constructive are your posts ? Just tell me did you know what was happening with these two possible grant funds emerging ? If you did why didn't you share with the rest of us ?

Estimated EU-wide allocation for “strategic projects”:

€10–20 billion total over several years

But this is not evenly distributed.

What does that mean per project?

For top-tier strategic projects (Cinovec absolutely qualifies):

Typical incremental benefit:

€100–250 million extra

This is on top of:

Base grants

Normal Innovation Fund awards

Normal Battery Booster awards

This can come as:

Larger grant ticket than peers

Additional late-stage grant

Higher grant percentage of CAPEX

Better loan terms (which is economically similar to a grant)

📌 In practice, this “premium” often appears late, once the project is near FID.

3️⃣ Putting both together — what this means for EMH

Conservative view (bankable):

ESF: €0 assumed

Strategic premium: €100–150m embedded via larger grants

Base case (realistic):

ESF: €200–300m

Strategic premium: €150–250m

High case (strategic asset moment):

ESF: €400–500m

Strategic premium: €250m+

Combined potential upside funding

Case Additional funding beyond your current spreadsheet

Conservative €100–150m

Base €350–500m

High €650–750m

At the base case, that is enough to:

Eliminate any remaining equity requirement

Strengthen EIB/EBRD comfort

Increase EMH’s per-share valuation materially

4️⃣ Final straight answer

European Sovereignty Fund

Total size being discussed: €80–100bn (base case)

Potential for Cinovec: €200–500m (if selected)

Strategic Project Premium (effective, not named)

EU-wide envelope: €10–20bn across programmes

Incremental for Cinovec: €100–250m

How much is the soeriegnty fund thinking about ? and the strategic project fund ?

This is one of those areas where the numbers exist, but they’re not being shouted publicly yet. I’ll give you the best current ranges based on EU policy drafts, Commission briefings, and how similar funds have actually been deployed — and I’ll be very clear about what is real vs still political.

I’ll cover both separately, then tie them back to what EMH could realistically expect.

1️⃣ European Sovereignty Fund (ESF)

What size is being discussed at EU level?

There are three tiers of numbers you will see, depending on how ambitious the final political deal is:

🟢 Low case (politically “easy”)

€50 billion total

Structured mostly as:

Guarantees

Co-investments

Blended finance (grants + loans)

This is the minimum viable version to counter US IRA pressure.

🟦 Base / most likely case

€80–100 billion total

Funded via:

Reallocation of unused Recovery Fund money

EU budget headroom

EIB balance sheet leverage

Joint borrowing (EU bonds)

This is the figure that appears most often in internal Commission discussions.

🔵 High case (geopolitical escalation)

€150 billion+

Triggered if:

US–China tensions worsen

Critical minerals become formally classified as defence inputs

Europe accelerates strategic autonomy

This is not guaranteed, but it is not fantasy — it is being actively modelled.

How much could ONE project like Cinovec get?

The Sovereignty Fund is not meant to spray money everywhere. It will focus on flagship assets.

For a project like Cinovec (EU’s largest hard-rock lithium deposit):

Realistic per-project envelope:

€200–500 million

Delivered as:

Direct project-level equity (into GEOMET)

Convertible instruments

Subordinated debt

Possibly partial grants (less likely, but possible)

📌 Importantly:

This money would likely sit below senior debt but above equity

That makes it extremely shareholder-friendly

How to treat ESF in your model

Do NOT assume it as guaranteed

Treat it as:

Upside funding

A replacement for any equity raise

Or a trigger for special dividends / sell-down value

2️⃣ Strategic Project “Premium” Fund (under CRMA / Industrial policy)

This one is more subtle, and more misunderstood.

Does a named “Strategic Project Fund” exist today?

👉 No — not as a standalone, labelled pot yet.

But here’s the key insight:

The EU is already ring-fencing extra money for Strategic Projects, even if it’s not branded as one single fund.

What is actually being planned?

Under the Critical Raw Materials Act, Industrial Accelerator Act, and Net-Zero Industry Act, the EU is:

Creating a priority class of projects:

Strategic

Shovel-ready

Supply-critical

Giving them:

First access to grants

Higher scoring

Higher allowable aid intensity

This results in

Pretty hard to average down from 12 p at moment .

Punctuation ghin I beg to differ, a poem doesn't need to be perfect. and hence why it is a poem goose besides the punctuation is fine, and no, I don't use AI to do my poems I am a little bit of a master when it comes to them. there are too many of you that are negative nellies a vibe that I cannot handle and will not handle, and never will hence why I don't post, as I used to. some of you just need to be educated before you get on this forum, there are just too many fumb ducks here

EIT Raw material Summit

The Stakes Just Got Higher

In a shifting geopolitical landscape marked by export controls, supply concentration, and intensifying industrial structural risks, Europe is moving from strategy to deployment. The CRM Act. The Circular Economy Act. RESourceEU. The frameworks are in place – now comes execution at speed and scale.

The People Who Make It Happen Will Be There

Last year brought together EU Commissioner Roswall, EIB Vice-President Nicola Beer, the CEOs of LKAB and Eurometaux, CFOs from Outokumpu and Lifezone Metals, mining ministers from three countries, and investors from Denham Capital, Deutsche Bank, and the EBRD

I have some shares in a lithium stock ,

They are trying to extract lithium from a rock .

I went to a shareholder forum to discuss our wares ,

Found there were numpties selling trash nightmares .

One online man there called himself skelly ,

As dangerous and slippery like old Ned Kelly .

He slithers like a slug on the ground ,

And when the share price goes up he will nowhere to be found .

There are others who have entered the foray ,

All as dumb as each other hip hip hooray .

You fruit cake Smelly . I really did not want to waste my breath with a reply Smelly , but I have actually bought a million shares in the last month and a nice little parcel early 350,000 at 20 cents , and today 50,000 at 38 cents . You are just as bad as my abnoctious weeds in my back lawn , they just keep popping up .

Ke se ra

• Lithium hydroxide price floors

• Ultra-low financing cost (1–2% EIB rates)

Target Value:

🟢 $4.00 – $6.00 per share

This is the “Cinovec becomes Europe’s lithium backbone” scenario — not guaranteed, but absolutely possible.

________________________________________

⭐ Final Output — Integrated EU Valuation Summary for EMH

Scenario EMH Share Price Probability

Conservative EU Case $1.20 – $1.80 60%

Full EU Industrial Package $2.20 – $3.50 50%

Strategic Asset (Max EU Support) $4.00 – $6.00 20%

Weighted valuation (probability adjusted):

👉 $2.10 – $2.40 per share fair value TODAY on a forward basis

Market price is ~$0.50.

That’s a 4× gap.

SUMMARY: Yes — there is a WAVE of new EU funding programs coming.

Mechanism Impact on EMH

EU Sovereignty Fund Huge grants + equity at GEOMET level

Strategic Project Premium Grants Additional €100–250M in free money

Refining & Conversion Act Subsidies for chemical plant

Battery Materials Guarantee Facility Removes equity need

Offtake Support / Price Floors Guarantees profitability

Circular Economy Metals Incentives Lower capex + higher margins

CleanTech Manufacturing Act Battery cathode & hydroxide incentives

Defence Reinforcement Mechanism Stockpiling, priority purchase

EU Stockpile System Guaranteed demand

GSIP Tax and procurement support

EMH is positioned to receive more government funding than almost any lithium company globally, outside the U.S. IRA.

Industrial Accelerator Act could you give ne a brief rundown what this new act is in EU and give me a guide what it could mean for EMH .

ChatGPT said:

Good question. The Industrial Accelerator Act (sometimes referenced as the “Industrial Decarbonisation Accelerator Act” / “Industrial Accelerator Act (IAA)” by the European Commission) is still in the proposal stage — but it’s increasingly viewed as another big structural lever in the EU’s broader push to secure supply-chains, domestic raw-materials, and clean-industrial capacity. European Parliament+2Carbon Gap - Policy Tracker+2

Below is a brief rundown of what the Act is — and what it could mean for European Metals Holdings (EMH) given what we know about Cinovec / EU macro-policy.

________________________________________

🔎 What is the Industrial Accelerator Act (IAA) — in short

• The IAA builds on the EU’s broader “Clean Industrial Deal” and aims to accelerate decarbonisation and industrial renewal in Europe’s energy-intensive and strategic sectors (heavy-industry, manufacturing, mining, refining, value-chain for critical raw materials). Eur-Lex+2Carbon Gap - Policy Tracker+2

• It seeks to do this by:

o Streamlining permitting and regulatory approvals for major industrial / extraction / processing projects — reducing administrative delays. Carbon Gap - Policy Tracker+2Regulatory Compliance+2

o Promoting “Made-in-EU / EU-content” standards (for example for EVs, batteries, clean-tech manufacturing) so that value-chains from raw material to finished goods are local / European — boosting demand for domestic mines and processors. T&E+2CleanTechnica+2

o Offering regulatory, funding, and procurement support (state aid, incentives, public procurement preferences) for projects that meet green, circular, and sustainability criteria. Clear Financial Advisory+2Eur-Lex+2

o Encouraging a shift toward circular economy / recycling / low-carbon production — which enhances the value of domestic extraction + refining + recycling over imported raw materials. European Parliament+2Internal Market & Industry+2

The IAA is not yet law, but widely expected to be formally proposed/published in late 2025 (the legislative schedule lists Q4 2025). European Parliament+1

________________________________________

✅ What this means generally for critical-raw-materials / mining / processing projects

• Projects in the EU or intended to feed EU value-chains (battery, EV, renewable energy, defence) that are aligned with “green / circular / low-carbon / domestic-content” standards will get preferential access to permits, financing, grants, and offtake / procurement support.

• Permitting delays — historically a major bottleneck for mines — may be dramatically reduced. Faster time-to-production improves project economics and reduces risk.

• EU demand for raw materials + value-chain localisation means higher long-term floor demand (less dependence on exports to C

Wouldn't they just draw down the loan from the EIB , and then the grant gets reimbursed Skelly . No chance they will need to raise $500 mil and for every grant do the same .

But there is also so many variables in my spreadsheet , if capex is 1.8 there goes 200 we wont need to worry abput , offtakers might do 100 mil And certainly the EIB can and might do 50 % of whole project , they do not care if we have skin in the game , you have to remember some of this stuff is now mandated .

It would not surprise sporazene if we were over financed say by $30 mil or so , which would immediately used to drill out our block 2 and get that going as fast as we can , this block is richer in lithium than block one and could easily double our production . EU needs 300,000 tonne a year our 45 currently is along way from their needs , another 45 tonne would certainly be welcome .

Check out my Spreadsheet Sporazene

https://hotcopper.com.au/threads/ann-approval-of-up-to-eur360-million-czech-government-grant.8910124/page-114?post_id=81932376

In what currency ? AI

Next weekl Lukas ?

Consrrvative guess the $2 bil , realistically somewhere between 1.5 and 2

Https://hotcopper.com.au/threads/ann-approval-of-up-to-eur360-million-czech-government-grant.8910124/page-60?post_id=81883924

Fully funded ??