Member Info for LLInv

Ant, my intial thought upon seeing the appointment of an M&A specialist was in relation to EMH being bought rather than EMH doing the buying given current market cap... And before anyone says 'but but the protective shareholders agreement", that's in relation to CEZ and not a third party. It won't stop outside bids (which would be put to shareholders by vote) nor a hostile takeover.

I would've liked to have seen a consolidation of EMH and ZNWD as they're working on the same mica and just the other side of the tunnel, and I thought that's what the whole share guarantee with that German firm and German state support would've lead to, but ZNWD seem to be doing OK on their own given their latest institutional Investor...

All speculation of course

I think our minority 49% stake in the project will put a few of the big boys off of a buyout, but who knows

Keith stated during the latest Rock Stock interview that he will be attending the Benchmark Minerals conference that is taking place yesterday & today and suggested there could be some site visits given the proximity of Cinovec to the conference.

I know ZNWD are presenting, but let's hope Keith mingles enough to gather interest/awareness of the project.

I'm fortunate enough that I can hold my investment here for a maximum of 2 more years as that's when we'd be likely to need to cash for deposit towards upsizing our home.

Saying that, I have no interest in increasing my stake here given recent performance.

Trimming asset(s) to be M&A'd?

Been invested here for years and thought I'd pop-in given the news.

Still to be agreed/discussed at European Parliament and Council of European Union before it takes affect.

No dates as to when or how projects already years into permitting benefit so best get comfy.

I know Ursula von der Leyen was in the US last week meeting with Joe Biden on how they can collaborate on green strategy/growth.

As for impact to EMH, the agreement that was struck allowed EU extraction/processing materials to qualify for the same tax breaks permitted to US companies as if they were based/extracted/processed in the US and vice versa. This is a double edged sword as it both gives EU access to US OEMs and US access to EU OEMs.

I think, overall for us, it's a good thing but could result in some competition when it comes to offtakes etc.

Bold of you to assume this is the bottom, Jonesy!

Let's hope you're right.

True or otherwise, goes to show there's genuine concern around the "G" in "ESG" when it comes to projects based in certain jurisdictions.

Whilst I'm normally quick to bash the bureaucracy of the EU, there's comfort to be had knowing corruption (allegations) are rare in this part of the world, though not totally immune.

Silver linings, I suppose.

We were labelled as Strategic by the JTF, not whoever this new Critical Raw Materials board is which, by the way, hasn't even been established yet.

Knowing the EU, an announcement on us being labelled as Strategic by this new board (big IF) is months and months away.

As Ghin suggested, the news we desperately need is on progress of the project itself.

Sorry Sid, if you were asking about the 2yr fixed it's Nationwide that offer 4% at present. It was 4.25 earlier in the year but I missed the boat.

I haven't done a whole lot of shopping around, but I am a little jaded with junior miners at present.

Saying that, I do have a position in CUSN which I will likely be making my largest position.

Not going to force myself to buy shares just because I have the cash so will likely end up in a 2yr fixed rate honestly.

Was paid my annual bonus in February which I have used to top up my portfolio - EMH gets 0% allocation this year and rest will go on other stocks or, better yet, a 2yr fixed rate at 4+%...

KC has often said this is the "boring part" of mineral exploration for investors, but good grief he did not mention how MISERABLE this would be.

There is no imminent DFS announcement - My understanding was that in the Rock Stock interview, Keith was referring to the RNS where it said DRA Global had been appointed to finish DFS on 2nd Feb.

The interview was likely conducted prior to this announcement and not published until 5th Feb so maybe that's the confusion.

Apologies if I'm no referring to what you're talking about, iplitigator.

They've got to hope for 37k a ton due to their gigantic 1.5bn CAPEX

Don't worry it was a joke about me not making any money on this share (yet!)

Cadellin - Why are you attacking me like this :(

"A view" to complete the DFS by Q4 2023... Good grief, the opportunity cost in this investment is massive - I was expecting FID by then!

All we really know about the shareholders agreement is that the buyout price is NOT based on what price our shares are trading it at any given time (Thank the heavens)