RE: RE: RockStock: E103: Czeching in w/European Metals’18 May 2024 08:54
Agreed Mick,
After watching that RockStock and wading past the usual annual talk we've heard since pre 2020:
"off takes we're currently talking to" = no off takes are near sewn up, probably miles away
"Czechs are very parochial, very proud" = czechs likely don't want anyone else having a stake, maybe they buy that 49% & wave off any others?
Chinese groups were mentioned by HK, "if a chinese group come you'd deal with that when the time comes" = this is a baby sized investment in terms of cash flow for a chinese strategic purchase, perhaps EMH would sell?
"DFS is now only focused on Carbonate not Hydroxide" - does this mean far less value as a producer? (SP worth less)
"Keith you have a long history as a stockbroker way before you were involved in this project" = He knows exactly why he's invested here. (I'd take that as a massive positive, smart stockbroker here to make a lump profit!!!)