Member Info for Fingersxed

Interesting in his choice of words " mining for key metals "

https://auto.economictimes.indiatimes.com/news/passenger-vehicle/cars/vw-u-s-chief-warns-of-industry-challenges-with-ev-battery-shift/92268682

That United Super Pty Ltd is owned by our biggest and richest communist Unions in our country , they would own half our eastern seaboard . They are tied to our State labor party in Victoria , heck they run our State labor party whom are in office at the moment . They weild with a huge stick and big leather bound cronnies , I have had a president and cronnies in my office B4 , very intimidating . A lot of presidents have been to jail for corruption , however , they have big power and influence here . I am trying to research whom they bought their shares from the smaller parcel I belive has come from AIM , and guessing Landsdown the other 4 mil odd shares , I am still trying to work out . It does feeel , however, in this time the top 40 in OZ is now down to 12 million free float . so if we have one more invester to absorb that we are off to the moon on any announcement . I need a new top 40 but based on 2021 our top 40 would look 90 % ownership and that top fourty has not moved for several years . The registry has become oh so tight now .

They bought them on market IP

Elon Musk Believes There’s Not Enough Lithium to Go Around, Experts Agree

https://www.motorbiscuit.com/elon-musk-believes-not-enough-lithium-go-around-experts-agree/

Simple : Not Gunna Be Enough Lithium
https://www.benchmarkminerals.com/membership/ev-and-battery-big-talk-must-now-switch-to-mining-as-supply-chain-bites/

Increasingly strategic raw materials – Blog of Commissioner Thierry Breton
https://ec.europa.eu/commission/presscorner/detail/en/STATEMENT_22_3643

Ignore Goldman Sachs And Buy Lithium Stocks On Sale
https://seekingalpha.com/article/4515934-ignore-goldman-sachs-and-buy-lithium-stocks-on-sale

https://midasletter.com/2022/06/goldman-sachs-battery-metals-call-a-history-of-manipulation/

Seems Sachs had a short or wanted in on Lithium cheaper to pay for this . Funny that .
Twitter is full of them buying lithium stocks .
Goldman Sachs to pay $5bn for its role in the 2008 financial crisis
https://www.theguardian.com/business/2016/apr/11/goldman-sachs-2008-financial-crisis-mortagage-backed-securities

China Lithium Stocks Soar on Reopening Bets
https://www.caixinglobal.com/2022-05-31/china-lithium-stocks-soar-on-reopening-bets-101892648.html

If you follow these articles today , it seems we may have an offtake by Xmas .
1st step a few weeks ago buld a supply team
2nd step announce Raw Materials Report : to hang hat on
https://www.automotiveworld.com/news-releases/volkswagen-publishes-responsible-raw-materials-report-2021/
3rd step he is confident it can secure enough batteries to supply its EV production up to 2025 : and to make his own after that .
https://carbuzz.com/news/volkswagen-has-good-news-about-supply-chain-issues
Step 4 Speaking to CNBC’s "Squawk Box Europe" at the World Economic Forum in Davos, Switzerland, Diess said alleviating supply chain issues would likely help create some momentum for Volkswagen over the next months. ; to announce they have lithium for the future , a big team builder
https://www.autobodynews.com/index.php/industry-news/item/26317-volkswagen-ceo-confident-his-company-will-overtake-tesla-in-market-share.html
Full steam ahead VW , at Last

At last week’s EIT RawMaterials summit in Berlin, original equipment manufacturers (OEMs) were urged to engage more with their metal supply chains to help assess vulnerabilities and sustain healthy regional manufacturing hubs in future years.
https://stockhead.com.au/resources/eye-on-lithium-european-oems-urged-to-engage-with-metals-supply-chains-to-address-vulnerabilities/
Many suppliers of OEMs are being squeezed by high raw material costs and their customers are reluctant to revise traditional contracts to reflect the structurally higher cost curve.

Skoda could build Czech 'gigafactory' and other VW Group cars

https://www.autocar.co.uk/car-news/technology/skoda-could-build-czech-gigafactory-and-other-vw-group-cars

EMHLF closed 59 p . Might be a good week next week
Date Open High Low Close Volume
Friday, May 27, 2022 0.64 0.75 0.6372 0.7499 73,205

the government will step in to secure a key project: a €4.4 billion battery “gigafactory” that Volkswagen said it wants to place in the region.
the Czech Republic is believed to be a front-runner in the race to secure the gigafactory.
as a decision on whether to proceed with the project is only due in 2023. Early 2023 I believe Jan ?

Note in the middle of the article : from outdated long-term contracts to more flexible index-linked contracts that capture the upside in current prices.
https://stockhead.com.au/resources/ground-breakers-analysts-see-blue-skies-for-lithium-producers-after-pilbara-minerals-posts-another-record-spodumene-auction/
Heading in the right direction for EMH negotiations for offtakes . Mmm $69,000 at 30,000 tonnes thats close to $2 bil profit , But what will the price be at production , My guess $100 K or more

Stellantis also increased planned battery capacity by 140 GWh to approximately 400 GWh, to be supported by five battery manufacturing plants together with additional supply contracts.
https://www.automotiveworld.com/news-releases/stellantis-and-samsung-sdi-to-invest-over-2-5-billion-in-joint-venture-for-lithium-ion-battery-production-plant-in-united-states/

These offtakes must be getting nearer .

Bullish UBS leading charge at the front of the lithium herd
https://www.miningnews.net/research/news/1432801/bullish-ubs-leading-charge-at-the-front-of-the-lithium-herd

in renegotiating more variable-priced contracts with our lithium customers. Ohhhh if they would only tell the rest of the world what that is .
https://twitter.com/Thematicafunds/status/1528961861668024320

https://twitter.com/Eurometaux/status/1528693382410817536
And I suspect : Develop and derisk sustainable domestic projects , they were talking about Cinovec