The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
I have watched all of the rocksteady vodcast and interviews in the last 2 years or so. It was interesting to me in that this was the first interview I’ve heard from HK where he appeared to be giving the interviewee a bit of a hard time. Ok he didn’t go overboard but he pushed it in such a direction that KC would be in doubt that shareholders are not happy with some aspects of how he is running the business. I think the Rockstock guys have been inundated with shareholder emails about the lack of news flow.
Yeah you have a point Dave. I was hoping that you’d read that sms were still in the game.
Dave, that looks to be good news but can I ask how you know this?
https://twitter.com/lithiumionbull/status/1621209239304785921?s=46&t=20JTWU4iEuSH5YjUG3xuWw
Great news
Exactly, I said that months ago. Hopefully however with a large wedge of cash from the eu then any underhand tactics will deter any nefarious activity.
Firstly fireball I think we all have to determine what CEZ want from their whole overall business. Do they look at the mine/processing and gigafactory scenarios in equal measure or does one upend the other? If the gigafactory takes precedence and with it all the inward investment that entails? Or do they see the mine as the goose that lays the golden egg and look to distribute their product to anyone who wants it? Either scenario is possible and I agree that we as a company are mere bystanders in this process. I'm completely convinced that the lack of any real meaningful dialogue from KC is down to him having his wings clipped and told to keep it zipped for the reason you mentioned. I guess we're stuck in limbo and will have to wait until someone else decides and as i 've bored people here before with a CEZ that plays with a straight bat and doesn't look for some loophole in the agreement stuffing us guys and at the same time "enticing" our management team with some form of inducement to accept a takeover.
fireball, where are you getting that information from regarding emh profits etc?
https://twitter.com/sdmoores/status/1620395355539136514?s=46&t=shSDDXVXahY89m5jhnUXIQ
GM just got involved with mining. Will we now see a stampede?
Sorry guys wrong forum
Quarterly out on hotcopper in 9 minites
Goods news at last…
I know that was said in a KC interview but for me I’m at the stage where I don’t believe a word he says anymore.
I’ve said it before and I make no excuses for saying it again, my biggest fear is not the mine or the processing or the quality of the final product but CEZ. When something of this size and importance comes along human nature can tend to make people do irrational things and I’m now wondering if the Czechs are now starting to bear their teeth. Hopefully I’m being paranoid.
Difficult to read between the lines on this one and the question that keeps coming back to me is why are they possibly going to do this?
At the same time, if they can do it to their largely domestic investors what would they do when it comes to geomet and us. I hope for everyone’s sake that the shareholder agreement is watertight
An open letter sent to the eu commission….
https://eurometaux.be/media/krafmtfy/eurometaux-letter-on-eu-industrial-policy-and-ira-response.pdf
One vodcast that I haven’t seen before. It’s from 2 months ago and it reiterates what we have and where 2023 will hopefully take us. The q&a at the end is interesting especially the last question.
https://youtu.be/hbOqJxhGtag
I think the tweet was in relation to the article I have linked here. I’m sure KC would be so unwise as to get out as quickly….
https://stockhead.com.au/resources/eye-on-lithium-igo-and-tianqi-pick-up-lithium-junior-essential-metals-for-a-sweet-136m/?amp
Eur have a spod mine in Austria….jeez
With CEZ it’s gigafactory before mine. A nice sexy buzzword that all and sundry are jumping on. Talk about cart before the horse. I’m pretty sure KC will also be seeing it that way instead of this pseudo symbiotic gigafactory relationship we seem to have. Utterly counterproductive imo.