Member Info for HappyLiUK

Fair week considering no major RNS

Hopefully as we step out of sept we'll see the next step in serious news

LeddachJack me too.

Im certain there are very good gains here still, but seriously people on this forum are quoting D Lenigas Tweets as news, dear lord

Only you Skelly haha

But yeh hopefully ČEZ play the game

Just some discussion for the day....

Interesting to hear Trump announce 'Small Modular Reactors' at the deal signing earlier with K Starmer.

So I looked into the front runner of 'SMRs' Rolls Royce.

CEZ investing in Rolls-Royce, wanting 20%.

So, owning Europe’s largest lithium deposit, and helping drive EV adoption through cheap, clean energy ....... sounds like a plan!

And not just any plan — a strategically brilliant, multi-layered energy transformation plan:

Deploy SMRs → Stable, low-carbon electricity.

Lower grid prices → Accelerate electrification & industry competitiveness.

EV boom increases → Driven by lower operating costs + EU climate goals.

CEZ sells lithium → Straight into the EU battery supply chain.

Circular benefit loop → Energy + raw materials = two main levers of the green transition.

More SMRs → Cheaper power → More EVs → More batteries → More lithium demand → CEZ wins......... EMH WINS

And this all aligns with: EU’s Green Deal, Fit for 55 REPowerEU, The EU’s desire to cut dependency on China for battery materials

We're heading back upward now and will far surpass our historical high post-september when the BTC is purchased and the 10m is announced (doubling+ the MCAP)

Very pleased I was tipped off to invest here by a friend it'll be a great a great multiplier

For now, please dont engage the trolls

Why It Could Drive SP UpwardInsider Confidence Signal: The CEO's personal backing at a 78% premium to current SP (2p vs. 1.12p) demonstrates very strong belief in the gold-Bitcoin hybrid strategy, often boosting investor sentiment. Past funding news has already shown impact: Shares rose 9% to 1.45p on Aug 29 announcement of the £2M deal.

The initial June 2025 Bitcoin pivot announcement drove a 60% surge, pushing SP to a 52-week high of 2.00p.

£10M Raise Momentum: Prospectus drafting for the minimum £10M (at a premium to current SP) is advancing, with initial draft submitted to FCA in August 2025 and full publication eyed by end-September.

Approval could unlock funds for Bitcoin acquisitions, ASIC mining yield (756 units), and Asian gold projects (Philippines/South Korea JVs), reducing dilution risks and funding growth without heavy capex. Historical precedent: The raise announcement in June 2025 caused shares to surge, reflecting hype around the "digital gold" model.

Timing and Catalysts: With interim results due ~Sept 30 and Bitcoin streaming deal closing by end-September (potentially yielding 30+ BTC over 3 years), combined with UK-US crypto alignment post-Trump visit (Sept 18), this could create a "perfect storm" for re-rating. Chat sentiment is bullish, citing bull market in gold miners and BMV's unique positioning.

If £10M lands at 1.5-2p, it could more than double mcap to £18-20M+, implying 20-80% SP upside.

Q4 is going to be very tasty.

like shrewed_mole, top-ups now while down are a huge opportunity!

KC's VW ideas I think are in the past now, Id be surprised if VW have any EV intentions, and possibly had less pressure to secure the local supply chain.

But the Toyota move I do think may have brought a little positivity into play, as we have another vendor in the mix.

A renewed view of possible Scarcity or 'FOMO' from VW may have some new conversations popping up in Wolfsburg!?!

This will still be a 'bag' in the multiples, would hate anyone here to miss out. Even a double-then-run-away with your initial stake would be worth it, there's zero stress on 'house money'

ClaireG, Sienna – AI-simplified the FT piece, which thankfully paints a bright picture on UK-US crypto alignment, and it's spot on for firms like us.

Political opinions aside, Trump's ongoing state visit (kicked off yesterday) is greatly ramping up pressure on the UK to sync up fast on digital assets, trade, and tech – which could supercharge BMVs Bitcoin pivot and US listing.

Fingers crossed for those Trump-Starmer talks tomorrow sealing some deals!

Key Catalysts:

Bitcoin Strategy Scale-Up: Post-funding, Bluebird aims to convert initial gold revenues (from Asian JVs) into Bitcoin and activate ASIC yield via off-chain agreements. UK-US sandboxes could enable tokenized gold-Bitcoin assets, strengthening its hybrid model. Trump’s pro-crypto stance (e.g., SEC-CFTC alignment) may draw US investors to BMVLF, boosting liquidity.

Project Progress: Philippines deal finalization (free carry) and South Korea permitting (Gubong/Kochang, ~US$9M JV-funded) could yield first revenues by December, offsetting Bitcoin volatility. New digital-asset CEO and advisory board enhance execution.

Market Drivers: Bitcoin forecasts (~$200K by year-end) and stable gold prices support treasury growth. Aligned UK-US regs (e.g., lower capital requirements for blockchain assets) cut compliance costs, aiding £2M convertible loan use (matures Dec 2026). Market cap could climb to £10-12M if catalysts hit.

Risks: Asian permitting delays (e.g., South Korea setbacks) or slow UK rule adoption could hinder Bitcoin integration, capping upside. Negative EPS and dilution from funding may pressure shares. Macro headwinds (inflation, debt) could hit commodities, though Bitcoin’s rally likely to offset.

Outlook: Positive trajectory—shares likely to rise up toward December, with stretch potential to 2p+ if Bitcoin yield and mining revenues kick in. Long-term vision (£1B market cap by 2028) depends on Q4 momentum, with US listing and UK-US ties as key enablers.

For those stuck on FT.com paywall article . . .

The UK and US are planning to team up more closely on regulating digital assets like cryptocurrencies and stablecoins (crypto tokens tied to real currencies like the dollar).

Key Events:UK Chancellor Rachel Reeves met with US Treasury Secretary Scott Bessent to discuss this.

On Tuesday, they held a meeting with crypto firms (e.g., Coinbase, Circle, Ripple) and big banks (e.g., Citi, Bank of America, Barclays). This was set up quickly after crypto groups asked the UK to include digital assets in talks ahead of US President Donald Trump's visit.

The cooperation is expected to be announced during talks between Trump and UK Prime Minister Keir Starmer on Thursday.

Goals:

Align rules on digital assets and capital markets to make it easier for UK companies to access US markets and attract more US investment.

Help UK firms compete better, as many London-listed companies are moving to US exchanges like NYSE or Nasdaq.

Create "digital securities sandboxes" – safe testing zones for companies using blockchain tech in finance. (This builds on a 2024 idea from US SEC commissioner Hester Peirce for a joint UK-US sandbox.)

Background:

The US under Trump is very supportive of crypto, but the UK has been more careful due to risks like price crashes and threats to the financial system.

UK crypto companies worry they're falling behind US competitors because of slow regulations.

Former UK Chancellor George Osborne said in the FT last month: "On crypto and stablecoins... we’re being completely left behind. It’s time to catch up."

Why It Matters:

This could boost innovation and investment in the UK, especially in digital assets.

A source close to the talks said: "There was a huge opportunity for the UK in digital assets," and cooperation is key to making it happen.

Reeves posted on X: "Together we are delivering investment and opportunity for both our countries."

It really is a crunch time for all of us.

My gut tells me they'll publish it in time (strong or weak DFS) and the EU will utilise it as a win and driver for their further green agendas.

After many years here KC owes us a little cake at least :)

Skelly nobody can ever argue with that as factually and historically your're on point.

Its in no way a counter, but all I can really offer is that with EU investments etc so strictly linked to it being completed in 2025, its probably put the Sh)ts up KC and all the teams responsible for its completion.

They'll know very clearly that any excuses just wont be accepted this time, the time is now, it must be published.

Personally I'm hoping the SP floats around this current mark as Im expecting a return elsewhere this next couple of weeks, so Id happily jump in for a top up sub-10p.

Even a low-to-average DFS would see up north of 50p

Until all this hype materialises nothing will change

The typical daily tampers don’t have anything to add now

Where’s this £10m etc etc

Got real as soon as I’m back evens I will

Had I researched enough and seen David Lenigas was involved I’d never have bought shares.

He’s the biggest con man in AIM history, he ruins the lives of many PI’s and is the epitome of ‘pump & dump’

Be very weary

Anyone not topping up or getting in at this cheap price is wild.

DFS is due now, it will happen, EU are backing this, EMH SP will be way north of 50p+ the day it lands, simple.

Toyota committing to huge increases of EV production facilities in the country, that alone should lend highly well to any possible off takes as another manufacturer is now close and in the mix.

its shaping up . . . . finally

What next?

So is the 10p by Christmas new stretched to next year?

Are people changing their tune?

Very straight and on point Glynn / 404x

Patience is key, all looking bright

From poster ‘Bob_tripples’ on the EMH page:

“An English version of Toyota's announcement in Czech Rep”

https://www.automotiveworld.com/news-releases/toyota-announces-new-battery-electric-vehicle-to-be-produced-in-europe/

This is great news for both EMH and Zinnwald.

Major manufacturers are moving closer to the area.

This bolsters the need for Li.

If EMH get off to the races in Q4 and begin the project there after, we’ll have a processing plant in close proximity