Member Info for Greenmachine67

https://twitter.com/lithiumionbull/status/1563527115911270403?s=21&t=oBcqrqVfx1VZ4xlVolVLuw

Fingers crossed

Yes Antelope, fully agree on what you said. I’m sure it’ll be sorted out in the end.

I take it you didn’t listen to the podcast?

https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2JhdHRlcnltYXRlcmlhbHNyZXZpZXcvZmVlZC54bWw%3D&episode=YmF0dGVyeW1hdGVyaWFsc3Jldmlldy5wb2RiZWFuLmNvbS8wYzNiMDA3Yi02YzUwLTNiY2ItOWEzMy03NWZhMTVmYjFkYjM%3D

Could this be one of the reasons why we’ve had limited news up till now?

https://www.catl.com/en/news/983.html?s=31

It’s all hotting up…..

Think it was 17k

35-45k product contract price for the foreseeable.

https://youtu.be/Liz173OcnzM

New podcast just up. All the ducks are lining up…..

With the continuing behind the scenes jostling for lithium I am interested mostly in the technical report on the lithium processing stage. Hopefully emh are aware of the work sms have done so far. As it stands all we know is that the initial concentration step using magnetic separation takes us to just under 3% conc Li. This in comparison to 5-6% for spodumene from aus.

My opinion is of no consequence to anyone else I’m afraid. He was the forum arch ramper who knew about 4 soundbites to keep the gullible troops happy. Then one day all of sudden he was out and let us know how bad a company emh were. You see, a tool

Remember him well……what a tool he was

Don’t know if this has Ben posted previously but nonetheless it’s worth watching again. KC is the first presenter so watch from the start.
https://youtu.be/qg3wRb3d0Y8

“What about European supply chains? Can (and how will) the region secure its own supply chains?

Europe has the support of governments, both for policy and financial assistance (grants). However, Europe has a high population density relatively speaking. From a resource perspective, Europe is challenged. There are only a few large lithium resources, such as European Metals Holdings, that can be developed.

We believe commercial DLE production in the region is years off. What would make sense would be for Europe to start by processing spodumene concentrate and/or lithium chloride/tech grade carbonate (supplied from ESG/politically stable regions) into battery-grade chemicals in designated chemical parks/economic zones in conjunction with supporting local mines.”

So, Rodney’s take is for European converters to take the lead with Spond sourced elsewhere in order to establish a European lithium industry. At the same time in parallel bring emh into the fold as it ramps up production. Hopefully this will be the way forward and as the esg regs kick in more emphasis will be placed on local supply. Logical you would have thought, so why couldn’t VW have given a supply chain roadmap yesterday?

Have a look at this slide that we were once given and we all gobbled it up. No explanation or apology was ever forthcoming. Money for old rope.

https://twitter.com/hc_haplo/status/1402417827588440067?s=21&t=WexEogULecH7pMTxD9tSdg

Raw material supply is the big elephant in the room. Compare and contrast this presentation with the rocksteady presentation from a couple of days ago.

Colin, unfortunately due to a serious lack of information we do not know where we are heading. The cez gigafactory is the big one. Do cez want to take all of the Li product and use it in their batteries or will they be willing to sell some to others. We’ve been left here trying to second guess where we fit in wrt European supply. And we’re doing it by looking at what others are doing and saying and not by what our directors are saying. Unacceptable….

https://youtu.be/1sgKozDmi0o

Latest podcast from the Rockstock guys. It’s a mixture of US mining news and some personal news that is tragic. Hopefully however it gives us some insight as to where we are with market and where we’re heading……

If I was to hazard a guess, the final piece of the jigsaw is raw material supplies. It looks probable that this will form a multi-pronged approach wrt eg lithium and they won’t want to rely only on one supplier. Makes sense for them to divy this up in order to keep suppliers on their toes but I think that we’re definitely in the mix. If it turns out we’re not then major questions need to be asked about our direction of travel.

That's why KC said in one of his interviews that the sell price will be based on some other metric not based on SP. That is maybe why we got another PFS earlier in the year?

Does anyone know what the rules are regarding buying/selling stock for directors and company news with certain timescales? If directors are tied then maybe this means we have no imminent news in the pipeline…..