Member Info for HappyLiUK

No idea but the CEO needs the boot asap

@Rpks this senior position provides us shareholders with a much better headspace. In the mining world, there is a notorious "valley of death" between finishing a DFS and actually breaking ground, where projects often stall due to red tape or lack of funding.

Seeing Geomet (by extension ČEZ/EMH) actively recruiting for construction implementation is thee clearest signal possible that they aren't just sitting on the data, they are moving into the execution phase.

The lack of local pushback during the community meetings is the "quiet" win here also. Usually, that’s where these projects hit a wall, but the strategic project status and the massive €360M government backing seem to have cleared the path.

If the EIA comes back clean in the next few weeks as is fully expected, the dominoes for the offtakes and FID are perfectly lined up

The position of Chief Designer - Specialist in the Preparation and Implementation of Industrial Construction at Geomet s.r.o. involves leading technical preparations for the Cínovec lithium mining project in the Czech Republic.

Key Responsibilities and Context:

Project Focus: Developing the Cínovec lithium project, a strategic initiative aimed at strengthening raw material security in Europe.

Role Scope: Managing the preparation, planning, and implementation of industrial construction and infrastructure necessary for mining and processing.

Expertise: Requires a specialist with deep knowledge in mining geology, surveying, or industrial construction design to manage the project from the drawing board to final implementation.

The recruitment of a Chief Designer (Specialist in Preparation and Implementation) at Geomet is a massive signal that the Cínovec lithium project is moving from "plan" to "plant."

For a project of this scale, hiring the lead for industrial construction marks the final transition out of the feasibility phase.

So from Paper to Pavement: The Definitive Feasibility Study (DFS) is complete. Bringing in a specialist in implementation means the technical blueprints are being finalized for actual ground-breaking.

Permitting Momentum: With the recent submission of the Environmental Impact Assessment (EIA) and the project’s designation as a "Strategic Project" under the EU Critical Raw Materials Act, the legal path is clearing.

Infrastructure Focus: This role specifically targets the construction of the lithium processing facilities. You don’t hire a Chief Designer for implementation unless you are ready to build the massive chemical plant required to turn ore into battery-grade lithium.

Funding is Flowing: With significant grants secured from both the Czech government and the EU’s Just Transition Fund, the capital is finally there to support this level of high-tier recruitment.

Cínovec isn’t just a mining prospect anymore; it’s becoming an active industrial construction site. This hire is the missing link between the geologists who found the lithium and the engineers who will actually produce it.

The shift from exploration to execution is officially underway.

So The EU desperately needs multiple major extraction projects online BEFORE 2030. No other EU‑based lithium project is as advanced, scalable, or strategically aligned as Cinovec. The ECA confirms the EU is NOT ON TRACK and requires “multiples of current capacity,” which implies relying on large, late‑stage projects.

Politico confirms the EU has repeatedly failed to convert targets into real mining capacity.

Therefore, without Cinovec (or something equally large, which doesn’t exist on the same continent or timeline), the 10% target becomes mathematically and logistically impossible.

Please keep driving this down as much as you can MM, Im ready to lump in again around late april if it goes 10p :)

@jamesa exactly that.

Ive started to sympathise with KC this last few months, the Czechs will have full announcement control over all, he'll be as frustrated as us. I'll be excited to see him in the first rock-stock podcast when Offtakes drop.

I wont argue @TheBizzler , I did back that fully!!!

I have succeeded on multiple investments at DFS launches, this shouldnt have been an exception to be honest, especially given the EU's desperation to push the green new scams and removal of chinese dominance they so over-profess to, without Li they cant honor anything and this deposit is key.

Im happy to sit and wait, Ive full confidence this will successfully progress.

In the meantime I'm happy to take the respectful call-outs from you and others in the meantime, zero stresses from me and I genuinely wish you all the investor success here.

The EIA is a big unlock. Once it’s out, the “advanced stage” offtake discussions EMH has talked about repeatedly can finally be executed.

After that, there are basically two steps left this year: 1) Offtakes signed 2) FID

In the modern mining environment I cant see how that can be any better?

@LuckyLaurie on point there!

Moves the project from engineering to execution, procurement + mobilisation indicates real spending, early works = timeline protection, licensing progressing without blockers, we are now showing signals momentum to the market.

Eng completion typically = bankability and offtake attractiveness step. We should get more reliable CAPEX estimates and contractor scheduling now, things equity markets typically respond well to.

Its looking like a steady-state production late 2026, this is great

I just read that article as '1 less option in the Li supply chain only strengthens the case for the EU needing Cinovec'.

It also means more focus on Cinovec for offtakers.

Zero stresses here

What exactly are you expecting? EIA is inbound, the week it lands an offtake(s) will be announced, we'll then have FID inbound. Theres nothing else in the meantime. either get in now/cheap or hold if you have them . . .

So whats the prediction @Stark_industries ?we going to see a big re-rate soon? %??

Skoda/VW seems like they'll be the best offtaker in the region with new plants/upgrades so close. Exciting time now folks.

'Translate' didnt seem to wok on that link.

Any highlights worth mentioning?

It was fine for a long time here. For some reason(s) lately, even as its arms reach from finish line, a lot of noise from newcomers and haters.

Theres no other Li deposit close to this now. enjoy the inbound

I cant see the filtered, but anyone debating against the stage cinovec is at, is either a MM', brain dead, or carrying a vendetta.

Im happy to sit here and be loaded when offtake lands, cashing out even more loaded when FID lands :)

GLA

What about the 10p+ by christmas crew . . . . anyone?

Who cares about short‑term moves after the EIA? Absolutely nothing compares to Offtake agreements and FID — those are the real catapults.

People should go back and look at Piedmont Lithium and what happened when they signed their Tesla offtake in late September 2020:

Pre‑deal: ~A$0.12–0.13

Day of announcement: +200% to +395% intraday

Late December 2020: trading around A$1.10–1.30

That’s a +750% to +950% move — roughly an 8–10× re‑rating in ~90 days.

Now look at Cinovec.

There is NO other EU lithium project anywhere near as advanced or as large. The next five combined don’t even add up to Cinovec’s scale. This is the EU’s premier lithium asset, full stop.

With offtakes and FID expected this year, selling before FID (likely end of Q3 once EIA comes back successful) would be absolutely insane.

Are we due another blue day, perhaps the wild drops have seen their time now?