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We should be flying look at Orsted and vestas since 'invastion' day....

Now got to add in Total, Shell, BP needing to buy more domestic assets......

Should be positive for all junior miners etc

Just think the market is in a little state of
Paralysis to some degree, stocks seen rotation into value and there’s where the focus has been.

There just isn’t much say for znwd at the moment and hasn’t been for a while.
It’s only 8th feb and we’re what a few weeks past bcn debacle being fully over.
Chinese New Year basically out the way etc. Covid news seems to be stalling, the searches for it under Google have fallen off a cliff.
Znwd needs to get cracking on, I can’t help but think solar world and bcn has just hampered us more thsn any other miner. At least the shackles should be finally off.

John, to me it’s about gaining strategic footholds like donbras or whoever spelt etc.
as two hits said though, the focus is fed/qe and in reality adding in Russia all it’s done is sped up rotation trade.
You can see defensive sectors aren’t performing, so it’s not a Russia/Ukraine issue.
It’s classic mid term year and into cny, decent sell off we got good deal more vol to come but tvijk the fed goes 50bps March and settles down quickly. Paves the way for a strong h2

R keep an interest even as sold and gone because there’s been some informative posters on here. Who knows someone might find a local article about production or something else that could be relevant for other assets!
There’s always that 0.1% chance the govt uses its securities bill!!!
We’ve all moved on but check in now And again,
Iv even unfiltered BorderBob.

Putin wont March on Kiev, he’ll support separatist troops in eastern Ukraine and that’s as far as it’ll go.
Market is going through rotation more than it’s reacting to Russia, the rotation trade just got sped up.
We will have another heavy down day but h2 was always going to be better than h1 and historically it always is in a mid term year. We also sell off into cny and then buy it back after. Winter Olympics could speed up China in opening up especially if western world is at that point with covid.
These moves been healthy, the fed will be happy some froth taken out. Be prepared for another heavy down day but that’ll be time to really buy and it’ll feel rank.

Yep agree John just a weak market with Russia fuelling it on already sensitive due to valuations. Apple earnings could kick us another let down.
The one thing I had been very happy till this morning was lithium related outperformance …any feud with Russia should re-emphasise the need for renewables…

Hi Kluck, still here just not been on the boards for a while! Not doing anything with znwd, it’s sitting there but adding elsewhere as a pref as other stocks seem to be pressing forward quicker.
There’s just nothing new is there, constant lithium articles and prices going up but some of these miners need to kick on with development etc.
Just wonder if znwd suffering from bcn overhang etc. I really like to get something move forward!

The irony of remaining here you missed the likes of bhl which is up 50% ytd. The opportunity cost of bcn is utterly ridiculous! Worst thing you can do was remain here.

Spacetec whose going to take it on the cheap before 10x? I would agree with you in this was latam or somewhere that would just allow China to step in but never happened with lac so don’t see that happening here.
Having gone through years of Bacanora, Actually have a lot of faith in large holders and bod here.

Clearly meant unintelligible but good predictive text! Anyway moving on

Awba you get the difference between a capital raise at year end backstopped by maxey Henry and a development raise bringing on institutional investors right?
You also understand the difference between 2021 and 2022?
You do understand where Development financing starts?
I’m pretty sure Emh raised in Dec 20 and then June 21 off top of my head.
The fact you think they won’t bring on institutions is just mad and short sighted.
Emh is also on route for low carbon production, if we can get net neutral carbon that opens our world up hugely.
Insitutions are committing to carbon net neutral by 2040-50 and esg is massive in Europe. Not only that but the mining sector will want to do bolt on esg / carbon friendly transactions and lithium must be right up their agenda.

In same vain back to you, Iv never heard such an intelligible comment, incredible! Didn’t say It wouldn’t get to 50p but don’t be so naive.

Two hits just did a small 100k top up at 21 to keep you happy

Great trust me I hope you are right.

Ok to keep it fair you are saying no capital raise this year I am saying think there will be.
Have to keep pricing fair so if the whole market rallies from here astronomically then have to keep pricing inline fair?
Ie if lithium was to say jump 50% in a week then have to re rate accordingly. Fair?

Two hits/sniper,

You haven’t heard me be negative at all, a funding round isn’t an issue at larger price.
I don’t see this fully funded by debt at all so we can disagree.

Nothing wrong with top slicing tbh, GF is another 2.6% down today and I don't think China recovers till post CNY. Im also mindful the correlation between Europe and China.
However ZNWD with some profit taking to come should still trend back to 30p...But I wouldn't be surprised to see a funding round 25-30p and discount could put that at around 20p.

Rather than top slice iv just not added all I want to as will wait to see re funding.

Agree with you two hits, I was going on 50% ownership and 2-3 years back what it was worth to bcn back then. So in theory way north of that now if discount back.

There’s no reason don’t trend back to 30p, lot
Of uncertainty and everything else here is clearing.

Totally agree it’s a strategic German asset, still think the share with emh is the next logical stage/solution. If we can press to their market cap….could be self fulfilling,

Nice find!
So Is that correct Gf have the 9% solar world and then all their share from Bcn? I saw the rns on 24th but had that down to distribution from bcn…

Which means I’m wrong and they want to own it and keep a slice in every lithium pie they can!!

The one good thing if gf is in, is how correlated Europe is to China, and with vw/Shanghai motors partnerships etc could be a good cross share agreement.

Two hits let’s not get personal, mr c has been a long term and pained bcn holder as many of us. A lot of bcn holders thought znwd would get dumped by them.

I still believe Gf piece will be going out the door, hopefully maxey is lined up there or brokering a share swap with emh!

When I was in bcn years back, actually had a value on Deutsch lithium aka znwd at 70p-£1. Yes wise but lot depended on owning 100%, costs and the focus on was claimed to be on developing sonera first according to secker….he forget to mention he wanted to sell it!

That 70p-£1 was depending on a lot of things but lithium prices over 40% lower estimate than where they are now and ownership is different/higher.

If we can press up to 30p and have to assume a cap raise gets done we will be the same market cap as emh. I’d like to then see a share swap or some agreement on developing cross boarder mine.

Tricki do you think sav lagging because snap Portugal elections coming month end?

The cap raise is important because it’ll tell us Gf intentions … might as well challenge them.

It’s an update on the previous securities act, we mentioned it months ago came into force yesterday. The govt can backward look at any deals deemed to be in national interests that are U.K.
As much as I’d like to see secker being rinsed live by mps I don’t think it’s going to happen!!
I am intrigued though, if something does get deemed to be against national interests how does the govt proceed?