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187.40p +10% and this is starting to feel exactly like the type of move where brokers begin leaning on short sellers to reduce exposure.

When a heavily shorted stock moves sharply higher:

• margin requirements can rise

• borrow becomes harder

• risk desks start paying attention very quickly ☎️ 📞 they’re shouting, Pick Up The Phone!

And this is the dangerous part for shorts…

ITM is no longer moving on hype.

The company now has:

• Great British Energy backing

• Rheinmetall collaboration

• defence and energy security relevance

• improving commercial credibility

• strong cash position

• 500MW+ real-world experience built or under construction

Today’s tape looks incredibly strong too:

large sell blocks being absorbed while the share price keeps climbing.

That is not weak market behaviour.

And then there’s the MSCI inclusion/rebalancing flows at the end of May which will force additional passive buying into the stock at exactly the wrong time for shorts. 🫢

If momentum continues building into month end, that combination could become absolutely catastrophic for anyone still sitting trapped in oversized short positions 🩳

Don’t let them out, hold onto your retirement tickets, you deserve it 💴 💰 🏦 🥳

Strong open and the tape is screaming one thing this morning… the squeeze is ON.

Look at the size and aggression of some of those buys going through above the ask:

• 49,579 shares absorbed around 181p

• Multiple 9,000+ buys at 182p

• Repeated 3,000–5,000 blocks lifting higher prices instantly

• Price already touching 183p within minutes of the open

Despite heavy sell prints being thrown at the market, the bid keeps rebuilding and the price keeps grinding UP. That is exactly what happens when strong buyers absorb stock from weak hands.

Remember:

ITM is now sitting around a £1.26bn market cap with:

• Chronos 1GW backing

• Great British Energy investment

• DESNZ support

• Rheinmetall collaboration

• Defence + energy security positioning

• Huge improvement in QA (Quality Assurance), delivery and commercial credibility

• 500MW+ built or under construction experience

And all of this while shorts are still trapped in the trade.

Helikon already reducing.

Others still sitting there hoping momentum fades.

Problem is… momentum is accelerating, not fading.

Once market makers sense urgency and available stock tightens, these moves can become extremely violent very quickly because short sellers eventually become forced buyers.

People forget ITM once traded near £7 without today’s level of industrial credibility, strategic relevance or operational progress.

This no longer feels like a speculative story stock.

It feels like institutions are starting to position for what ITM could become over the next few years.

The squeeze is on.

Hold Onto Your Tickets she’s going to blow ⬆️📈🚀🥳

Maybe £2.00 close today 🥳🥳

There's a big difference between:

• healthy scepticism and risk assessment and

• becoming so anchored to negativity that you effectively argue against every possible positive outcome regardless of evidence.

Interestingly, a lot of the biggest market winners initially looked:

"too political", "too difficult", "too delayed" or "too risky" right before sentiment turned.

⬆️📈🚀🚀🚀🚀🚀

£1.80 Close Tomorrow ⬆️📈🚀

Thanks for posting NikNaks 👍

The irony here is the DFS itself already addresses this entire “imaginary tunnel” narrative.

DFS Page 12:

“The planned mine production will not mine through these historical areas, which are located above the DFS mining levels.”

So let’s break this down properly:

• Historical workings exist = TRUE

• They are already mapped and understood = TRUE

• They sit ABOVE the planned DFS mining zones = TRUE

• The commercial mine plan is deeper and separate = TRUE

Which means the existence of old historical workings is neither:

• some hidden revelation

• a fatal flaw

• nor evidence Germany somehow controls Czech permitting.

In fact the opposite.

The DFS confirms Geomet has already engineered around these historical areas.

That is exactly what competent mine planning looks like.

People also keep confusing:

“a geological ore body crossing borders”

with

“a unified cross-border mine operation.”

Those are not the same thing.

Cinovec remains:

• Czech permitting

• Czech EIA authority

• Czech mining approvals

• Czech strategic project status

The limited German consultation element is environmental/hydrology related only.

And ironically, if anything, the fact the geology continues across the border actually strengthens the long-term strategic value of the district.

Especially now AMG controls Zinnwald.

Potential future cooperation/synergies? Possibly.

Some dramatic “gotcha” that destroys the project? The DFS itself says otherwise.

Excellent find by mick88 and thank you for posting this article. It is genuinely one of the most important macro pieces I’ve read relating to Cinovec and the wider EMH investment case.

The key point many still seem to underestimate is this:

The EU is no longer viewing lithium and critical raw materials as simple mining commodities. They are now openly being treated as strategic power assets tied directly to industrial sovereignty, manufacturing security, energy security and geopolitical influence.

That is a HUGE shift.

The article specifically talks about controlling:

• extraction

• refining

• processing

• transport

• financing

• industrial capacity

Now ask yourself honestly what Cinovec actually is:

• Europe’s largest hard rock lithium resource

• Strategic EU CRMA project

• Integrated battery grade lithium processing

• Backed by ČEZ

• Located in the heart of European automotive manufacturing

• ESG focused European supply chain

• Potential multi decade domestic supply solution for Europe

This is precisely the type of project the EU is now desperately trying to secure.

One quote stood out massively:

“Paying a premium for security today ensures we are not held hostage to supply shocks tomorrow.”

That alone should make investors think carefully about traditional “commodity cycle” valuations being applied to strategic projects like Cinovec.

Security of supply now has geopolitical value.

And importantly this is no longer theoretical political talk:

• CRMA fast tracking is happening

• Strategic projects are being prioritised

• Europe is actively trying to reduce China dependency

• Funding/grants/support mechanisms are accelerating

• Domestic refining and processing are now viewed as essential

The market still feels miles behind where European policy thinking already is.

The significance for Cinovec is enormous in my opinion.

Again, genuinely appreciate mick88 sharing that article because it provides one of the clearest real world explanations yet for WHY assets like Cinovec may ultimately end up commanding strategic premium valuations far beyond what many currently expect.

Bob, I genuinely think you are overestimating the importance of the current trading price in a true strategic situation.

AIM sentiment, temporary low volume or weak retail participation do not magically determine the value of a globally strategic asset.

If a serious party wants exposure to Cinovec they will be valuing:

• the resource itself

• the strategic EU position

• CRMA status

• the partnership with ČEZ

• permitting progress

• infrastructure

• future production potential

• long-term security of supply

—not simply “the chart was hovering around 18p in May”.

Also worth remembering EMH is not just some tiny isolated AIM shell. It sits inside a JV structure with governance rights and protections which is partly why funding/control discussions have been so important all along.

And in any genuine corporate process:

• independent assessments exist

• major holders matter

• boards have duties

• competing strategic interest matters

• and schemes require shareholder approval thresholds

That does not guarantee some fantasy valuation of course, but equally I do not believe a world-class strategic lithium asset suddenly becomes worth “whatever the market maker says this week”.

Personally I think the market is still heavily discounting uncertainty.

The whole debate changes if permitting/funding/offtakes continue aligning over the next few months.

I’m confident we will get Fair Value, maybe next Friday will shine a light 💡📈🚀

The old ones are always the best Stayingpatient 🥳

Can you imagine being Helikon Investments Limited on Tuesday morning and waking up to:

🟢 major positive news

🟢 huge volume

🟢 ITM opening at £2.25

🟢 momentum algos going berserk

🟢 retail piling in

🟢 spreads widening

🟢 no stock available

Holy 😇💩

That would certainly fill your 🩳 🤭😂

People still don’t fully understand how brutal a squeeze can become once momentum takes over.

At £2.25 it’s no longer:

“Should we reduce?”

It becomes:

👉 “GET ME OUT AT ANY PRICE.”

And the beautiful irony?

Every short trying to escape becomes MORE BUYING PRESSURE 🚀

That’s how moves go vertical:

📈 gap ups

📈 auction spikes

📈 panic buying

📈 FOMO everywhere

And with disclosed shorts now down to just 1.87%…

…it doesn’t take much buying pressure for liquidity to completely dry up 😏

“You were only supposed to blow the bl**dy doors off…”

Dennis:

“Hold my electrolyser.” 🚀😂

Https://youtu.be/ZEcqHA7dbwM?si=8xSsT6M5w1pHYqpB

£1.70 on the buy 📈🚀🚀🚀🚀🚀

Strong close forecast?

🟢 170p+ today would not surprise me at all🟢 180p+ and momentum traders pile in🟢 Above £2 and the BB turns into absolute carnage 😂🚀

“You were only supposed to blow the bl**dy doors off…”

Dennis appears to have accidentally blown the shorts straight through the roof 🤭🚀

Interesting discussion and I think people are finally starting to appreciate just how strategically important Cinovec has become.

A few things stand out to me:

• The AMG/Zinnwald deal validated the district and lithium mica processing

• Cinovec is materially larger and more advanced

• DFS already completed

• €360m grants already secured

• CRMA strategic project status already achieved

• EIA in advanced stages

• CEZ already embedded at JV level

That is a very different setup from a normal AIM lithium junior.

The really important point many miss:

any serious third party bidder would almost certainly need to come in at a meaningful premium given the strategic nature of the asset, the advanced development stage and the protections already embedded within the EMH/Geomet structure.

Also worth remembering:

if a strategic partner wanted involvement before FEED/funding/offtakes are finalised, timing actually starts becoming important.

Because once:

• EIA lands

• grants expand

• lithium prices strengthen

• funding structures become clearer

• offtakes emerge

…the valuation framework potentially changes very quickly.

The market also seems to ignore how difficult it would now be to replicate what EMH has achieved:

• years of development

• permitting work

• DFS completion

• government relationships

• CRMA designation

• CEZ partnership

• EU strategic alignment

That has enormous value in today’s geopolitical environment.

And one other thing:

I personally do not believe the Zeus 88p valuation note arriving when it did was coincidence.

That valuation was published BEFORE:

• EIA approval

• further grants

• FEED

• strategic partner entry

• offtake finalisation

• optimisation upside

Which raises a very interesting question:

what happens to valuation assumptions if EIA approval increasingly becomes viewed as procedural rather than existential?

Personally I think the market is slowly moving from:

“Can Cinovec happen?”

towards:

“What is a strategically critical European lithium asset actually worth?”

Very different conversation now in my opinion.

I think Jemesa was close at £1.14 and I believe £1.20 looks promising

People seem to forget that Cinovec is not just a mine, it is planned as a huge integrated processing operation right in the middle of Europe.

Long term it would not surprise me at all if regional lithium projects eventually became interconnected rather than everyone duplicating expensive infrastructure a few kilometres apart.

Ironically a fully permitted and financed Cinovec could actually become strategically useful to the wider Central European lithium ecosystem.

You could even envisage a future where nearby projects such as Zinnwald Lithium potentially use Geomet processing infrastructure and pay for access rather than duplicating huge capex themselves.

Germany needs secure European lithium supply almost as much as Czechia does.

The irony is that the Turów example actually proves the opposite of what some people fear 😂

When something is strategically/economically important enough within the EU, solutions get found.

€45M later and everyone suddenly became much more cooperative.

People also forget how much the landscape changed after 2022:• energy security• China dependency concerns• battery sovereignty• EU industrial policy• defence/strategic autonomy

Ironically Germany probably needs Cinovec succeeding almost as much as Czechia does.

The EU is not about to accidentally sabotage one of its flagship critical minerals projects over a limited hydrology consultation process.

Fair comments :

The important thing for me is that the raise now removes a lot of uncertainty and, importantly, it has been done at 12p specifically to fund a second manufacturing line in Albania due to increasing demand.

That’s a very different situation from a company raising money simply to survive.

We now have:

• Live construction underway with Balfin• €2.2m revenue potential per apartment block• Multiple blocks planned• A second production line being installed within months• Senegal implementation progressing• Indonesia $5m partner-funded production line• Chile €420m programme advancing

The company is clearly moving from “early-stage story” into scaling production capacity and executing projects across multiple regions.

Nobody loves dilution, but if capital is being used to accelerate delivery and expand manufacturing capability, that’s exactly what growth companies do.

Feels like a major overhang has now been removed and the focus can return to execution and rollout.

Great find Lukask 👍

Pages 23–27 are actually pretty reassuring.

Hydrology has clearly been on the radar for years. The document says the underground mine may alter deeper groundwater circulation in part, but should not materially affect water sources used around Cínovec or threaten ecosystems including peatlands.

It also refers to the protective rock barrier, sealing/isolating relevant mine works, ongoing monitoring, new boreholes, rainfall/runoff modelling and even preparation of a joint cross-border monitoring system with Zinnwald.

Importantly, the document already anticipates continued monitoring and refinement as part of the EIA process. That’s normal for major projects.

If anything further is required, it would most likely come in the form of standard EIA conditions, monitoring obligations or supplementary technical detail, which is entirely normal for projects of this scale.

So this doesn’t look like some sudden German spanner in the works. It looks like a known, limited, technical cross-border process being dealt with properly.

🤣🤣🤦‍♂️ WOW I’ve just about heard it all now, what a load of 🥎 🥎

People seem to be confusing “cross-border consultation” with “joint ownership of the permitting process”.

EMH/Cinovec and Zinnwald Lithium are completely separate projects, separate companies and separate assets.

Germany being consulted because of proximity to the border does not suddenly give Zinnwald control over Cinovec’s timeline any more than asking your neighbour about a fence extension gives them ownership of your house 😂

Cross-border consultation is normal procedure, not a merger of permitting processes.

The key point is:Cinovec’s EIA and permitting process sits under Czech jurisdiction and Czech statutory timelines.

I think this is now drifting into paranoia, Keith is not about to give the crown jewels away for pennies. His interests are heavily aligned with shareholders.

The reality is that strategic projects move quickly once funding, offtakes and partnerships start lining up. Management needs enough flexibility to act decisively rather than spending months and months repeatedly returning for shareholder approval on every detail.

If Keith makes millions, shareholders will have made many multiples of today’s valuation. Personally, I’m far more interested in what my own shares could be worth than obsessing over management incentives.

Healthy scrutiny is fine, but constant fixation on what Keith might earn starts to feel more emotional than rational. The real question is whether the project advances and shareholder value increases, which it will and far quicker if we give them the tools to do it.

Correct, voting in favour of 3 & 8 does not automatically mean I support raising capital at today’s share price or reckless discounted dilution.

It gives the company flexibility if required during what could be a transformational period for the project and also potentially allows management to move quickly if a strategic deal, funding arrangement or partnership opportunity arises.

Obviously, like every shareholder, I’d prefer any future funding or strategic involvement to happen at materially higher valuations.

As for 6 & 7, I’ve already explained my reasoning there. I think Keith has done an exceptional job keeping the share count extremely disciplined for an AIM/resource development company over such a long period, and I’m comfortable rewarding that.

Likewise, I think Pavlik having more skin in the game and further alignment with shareholders makes complete sense

Everyone has to make their own decisions but hindering the company at a crucial stage is in my opinion unwise.