The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
That might be so Skelly85. So, how about a non-confrontational RNS about the progress made with the offtake negotiations and the 'guaranteed' turnkey process that the SMS group is supposed to deliver?
Where is the resource upgrade report? How is the DFS coming along? There has to be some progress EMH can report without muddying up the waters.
IMO quiet = CEZ & Czech government pushing us over into whatever is in their interest.
Found it, thanks!
Hello,
I've done a bit of scouting and came across this company. I've read a bit, and there's a massive amount of decent conversation going on here, however the current activities are pretty diverse and I find it difficult to get an accurate overview. I'm trying to get a clear picture of the prospects, risks and fair value here.
I would really appreciate - and I guess I speak on behalf of other newcomers as well - if someone pointed me to some comprehensive and recent investor materials. Summaries and opinions are of course also welcome. Thanks!
Potentially - and also buses, boats, etc. However, biofuels, hydrogen, and LNG are also in play for those applications. In any case, I don't think there is a significant overlap of markets with Li.
Reasonable for power industry applications, data center APCs and maybe later performance EVs.
As electro mobility matures - and especially when solid state batteries become commercially available - I expect people's expectation of reasonable performance to increase.
TLDR; both have a place in the world for different applications; high volumetric energy density inherently favours Li+. Li+ is at least a decade ahead in maturity for commercial use.
https://pubs.acs.org/doi/10.1021/acsenergylett.0c02181#