Member Info for Jemesa

It looks like something has happened. I have had a search and I can't find anything although it's possible something has happened in Prague in terms of the EIA... RNS incoming???

While we wait for the AGM/board appointment and likely other announcements, a couple of things caught my eye in relation to the EU and it's strategic approach to critical minerals - noting that Geomet sits at the crest of this wave.

First, from Robert Habeck: "All the energy strategies developed for the climate crisis are ready and should be implemented as a matter of urgency. The rapid electrification of industry, transport and the heating and cooling sectors, and the expansion of electricity generation capacity, can be achieved in a relatively straightforward way.

And for all those who say this is too expensive: the EU spends about $450bn a year on fossil fuels – often from countries that are not particularly committed to liberal democracy. Better to use these funds for domestic energy production and the protection of our infrastructure."

See: https://www.theguardian.com/commentisfree/2026/mar/25/like-putin-trump-is-a-megalomaniac-in-europe-we-can-shield-ourselves-not-look-for-rational-motives

Then The EIT RawMaterials Summit 2026 - 19-21 May - looks like a good time for Geomet/Cinovec to be heavily promoted.

https://eitrmsummit.com/?campaign_id=120244000477180440&account_name=10.03.-19.04.2026+%7C+ICP+%231+Industry+%26+ICP+%234+Investors+%7C+Panels%3A+%23Global%2C+%23Circular%2C+%23Strategic%2C+%23Finance+%7C+Web+Conv+-+Purchase+%7C+Summit+2026&utm_source=Meta&utm_medium=paid&utm_id=120244000477180440&utm_content=120244540663950440&utm_term=120244000477130440&utm_campaign=120244000477180440&fbclid=IwY2xjawQweahleHRuA2FlbQEwAGFkaWQBqzHF3ieFWHNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR480DVY9cPlmmN7fGgPCcu7F-hnxlHHD1XXSJlUaYqSvEEh6edGg6vLz0wY5g_aem_Nl6ImFT5bPC4E1V6pfGvKg

It lives under the bridge and only socializes with goats. Also, when EMH does well, the troll disappears. Therefore, I don't expect the troll to be around for much longer.

Yes but all I think we can read into the recent price movements both down and up on incredibly thin volume is that these are day traders panicking one way or the other. The next steps will be significant and pave the way for real investors and once this ignites it will be a question of just hanging on.

It's unfortunate that people have not understood the context that this is happening in, and how the project is moving behind the scenes to tick off each stage. I think the point that I am taking out of this share chat is that EMH is not for the day traders who want a quick bump, but this is a project for those who believe in the underlying fundamentals of what this project will achieve for the EU just transition, EU regional security, and EU strategic interests. The 400m and the national and regional interest is all tied up in this, and there are complex legal issues that need to be finalised that project EMH. There's a high chance that this would see zero further dilution, and low interest debt financing in the next few months. The rest is just noise, and you are arguing with someone who hasn't understood the DFS, someone who likely has a couple of online personas and ramps or shorts depending on which way they are betting. Many others have said don't engage. Some would call him a fool, and the old adage applies about arguing with fools.

His spelling is "aweful" too - sometimes stupidity hurts one's eyes.

Ok, I think you missed the wink (IMHO), but nevertheless, let me put this another way to assist in detwisting your knickers: Selling now, given that Geomet is actively hiring a Chief Designer for a Q1 2027 build, would be ignoring the most significant buy signal the company has produced in months.

I think so too, this project isn't being run to keep small time retail investors happy with dopamine sugar hits on a regular basis. This is a long term strategic and national security play which is part of a required EU wide renewable energy transition that has become tied to the survival of the EU and its manufacturing base, regional security etc. etc. Things will move when they move, and anyone selling shares in EMH is an idiot (IMHO).

I don't think CEZ thinks the same way as a retail investor, they are in for the long haul, and EMH has been a useful partner that's brought the expertise, stuck with this and has institutional shareholders that will provide debt financing - they're not just protected by a shareholder agreement - but the EU will be extremely keen to prove that foreign investors in this sort of PPP set up - are rewarded for their time, expertise and patience as part of wider EU programme. If EMH are treated as badly as retail investors fear - what message does that send about the EU and a place to invest?

Taking a step back - EMH is ridiculously cheap - and the reason people are not snapping people's hands off for shares is the long term nature of this project and a failure of patience and trust - easy to blame Keith, but I don't expect he thought he would find himself in this position.

Let's all apply!

Poor old Keith. I expect right now his hands are tied, his long silence relates to various things that are happening and progressing that he cannot talk about.

I think taking a step back is useful here - the sell volume for EMH is tiny, and made up of impatient people moving in and out hoping to time the big announcements that everyone knows are coming.

EMH in 2026 requires a strong stomach, but we know the deadlines and 30 June is the big one. From mid March - where we are now, news is expected, and the Czech State will be telling EMH when it can and cannot release an update. Large deals are being done, and EURO400m is on the table, with complexities around drawdowns and legal terms.

The point is that EMH is not a mining stock - but we hold part of a strategic asset de-risked by the EU’s Critical Raw Materials Act and supported by nearly half a bil and with a shareholder that is ready to provide debt financing, and any number of potential offtake deals (the most likely one within the czech state)

We are now a utility play in waiting, waiting like Keith for the slow bureaucracy to provide government sign-offs and ministerial decrees which reflects its identity as a critical, "too-strategic-to-fail" cog in the continent’s battery supply chain.

It's eventual success is inevitable, but its slow and painful - and we are all like Keith - if you want to see this rise we have to just sit patiently on our hands.

The floor has been found, and the coil is wound tight. The moment news breaks the spring is released.

Anyone following this: https://www.allconferencealert.com/prague/renewable-energy-conference.html

It seems like a likely venue for a big announcement or two?

Thanks for sharing. Very interesting, and also interesting to note the discussion about the real possibility of a big lithium spike but why going back to $80k is not good for the sector. The side chat about sodium ion was also very interesting - all super supportive of cinovec and while not mentioned it looks like they may be doing a follow up in which it will feature. 👍

Thanks for sharing this / seems inevitable that cinovec plays a major part here

Yeah, there’s no reward without risk. But let’s hope for Skelly’s next chapter he’s managed to put the past behind him and has invested again in EMH. He can kiss and make up with Keith too. I agree, it’s not great to lose value, but it’s also good to retain a sense of balance and perspective. Now’s a good time for EMH - of course hindsight is always 20:20

Buy at £1 and hold for a decade while it dropped to 5 p and then sold. The guy’s a legend.

In this game it’s better to be lucky than good.

Skelly, loves to hate the lithium 🦁

What’s mostly convinced me is the 60% + rate of return so far, which is a bit more than you get in your premium bond collection your nan gave you for your birthday.

Time to accept Keith is the lithium Lion who’s timing his end game to perfection.

Remind me, someone, how much has lithium risen, what is it being projected to go to, and where is demand going… plus where does one buy EU approved lithium?

Time to change the Spider-Man pajamas and move out of your mum’s house, mate.

😂- he needs to start playing the ball not the man.

Poor Keith has got a stalker.

Unfortunately, Skelly is going to miss out big time if he keeps up his KC hate, and doesn’t wake up and see the inevitable rise of EMH.

This is a black swan event - in a good way for EMH - 10% bump today?

https://www.bloomberg.com/news/articles/2026-02-26/lithium-prices-jump-after-zimbabwe-bans-concentrate-exports