Member Info for ghin

Oh, patient, what is a lie? Was KC lying when he kept reassuring the market, including in late November, that the long promised and never delivered DFS will actually come - only for it to be pushed out because of a change of processing location. One that must have been known to him logically for a long while, but how do you prove? So yeah, what's a lie?

Assume he didn't know. What does that mean? He wasn't kept in loop, and was to busy spending his remuneration to notice that he wasn't again won't deliver a DFS? I don't think that's a good look either.

So whatever we may think, KC surely isn't the kind of person we deserve to make our money work for us.

It comes up regularly as "incorrect". I can only sigh now.

I'm not seeing the DFS coming.

Negative Nellies? You mean long term holders with past experience of how things can go south here rather easily, no matter the positivity of a "development"? :)

Still nothing is DELIVERED. Which is a condition. Hence the skepticism.

Indeed Green, however X event occurring doesn't mean that X wasn't improbable to happen. And we know the history of said DFS.

Almost as likely as a DFS release.

Well, I'm waiting for that steak for a decade now and my stake in the company would buy me less and less steaks. Hopefully it reverses as I'm going to have to eat eventually and corned beef is not my favorite.

Not that amazing. It might come as a shock but Earth is roughly a sphere and has (actually) 38 timezones.

It's not clear what the underlying reasons were

The CEO made sure of that. Including actual lies.

I guess the same ones that we were negotiating with 5 years ago and ready to ink a few years ago. Probably need a new pen with fresh ink.

You mean 17.5p and a drop? :)

Not that it indicates what will happen on LSE today.

Very good news indeed, positively surprised. Clearly didn't have this impression based on the was the shareholders were let in by the company, so much room for improvement.

Still waiting to see a DFS happen, as normal since 2016.

Electromobility still sounds like the main focus to you in Europe? What news are you watching? That's some good rush :)

There wasn't much reasoning in your response other than 'if you're not hyping this, don't post' which isn't exactly how things work in reality.

Anyhow, just a day to wait.

Wishful thinking but we'll find out soon enough. I'll be happy if I'm wrong on this.

Can the the EU pick strategic projects without DFS? Sure it can. Will it pick this one? Unlikely. Why would they take the risk of endorsing the project of a company that has only made a mess of it in a decade and has nothing else to show for, no history? There are plenty established consortiums trying to get onto the fast track with a multitude of projects. Companies with a history of actually delivering stuff, potentially for decades. So yeah, wishful thinking.

It's not bizarre if no credible lithium project is put forward to select.

As long as Cinovec doesn't produce a DEFINITIVE feasibility study, given the history of the people involved, it's just MAYBE a strategic project as far as the EU is concerned. They don't haphazardly put unverified stuff on grant recipient lists, they spend public money of member states.

Well, KC is AWOL since the last... ehm... vague but definitely unreliable information he shared about when we might get to see a DFS.

That said, we might see him on Tuesday. With all likelihood, they'll not include this project in the first batch, which would mean the drop of the share price even further back to hell. That must be where KC and the board resides based on their conduct so far.

Funny, this was the wishlist for the last few years.

Fingers... prevalent... consistently ramping the hell out of this company with stuff pulled out of thin air and random news articles that are basically unrelated to the project. He has also been insinuating inside knowledge all sorts of transformational imminent news for nearly a decade now with a 0 percent hit rate.

Because assuming a no longer realistic price to calculate revenue and then divide it with the number of shares in the current registry isn't misleading it at all, right? Keep wondering on that PE then :)

Well Tom, he was also implying a share price and ramp-hint at what the PE might come to, so yeah.