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Good to see some technical discussion, less so the usual BB noise.

On the CRMA point, yes, the 45-day completeness check is correct, but the conclusion being drawn from it isn’t.

Under the European Commission process this is standard for every major application:

➡ Confirm complete, or

➡ Request clarification

Large-scale EIAs always go through at least one clarification round. That’s normal process, not a sign something is wrong.

In fact, as you point out, once that first review is done:

👉 Authorities are largely constrained to those initial points

👉 The scope for new objections reduces

That’s de-risking, not delay.

Also worth stating clearly:

The Cínovec Lithium Project EIA was formally submitted on 31 Dec 2025 and accepted into the process.

👉 That does NOT happen unless the documentation is already at a serious, investment-grade level.

On the funding point, this is where the narrative goes off track.

Yes, there are different pots (JTF vs wider state/EU support), but trying to reduce the EIA to “just a minor prerequisite” is simply wrong.

Permitting + EIA is foundational to unlocking:

➡ Grant funding

➡ Debt financing

➡ Offtakes

Minimising that is missing how these projects actually get built.

And as for the “AI / BS” comments, that says more about the poster than the argument.

If anyone thinks:

➡ EU strategic designation

➡ €360m+ state backing

➡ Fast-tracked CRMA permitting

…are somehow irrelevant to valuation, then they’re not analysing the project, they’re reacting to sentiment.

Bottom line:

This is a strategic EU asset moving through a structured approval process.

Process noise is being mistaken for risk.

That’s exactly where mispricing happens. 🚀📈 £1.50+++

Fair post Lukask and I get the frustration, we’ve all sat through delays.

But I think you’re mixing up process visibility vs actual progress.

The Cínovec Lithium Project EIA was formally submitted 31 Dec 2025 to trigger the €360m grant. That only happens once the documentation is sufficiently complete, it’s not a “draft”.

The CENIA system lag doesn’t necessarily mean “documents aren’t in order”, it usually reflects administrative staging, not that the EIA itself is incomplete.

Also worth remembering under the European Commission CRMA:

➡ Strategic projects are prioritised

➡ Consultation is time capped

➡ Permitting is centralised / streamlined

Plus the ZUR rezoning approval in Feb 2026 was a big hurdle cleared, that’s not a small procedural step, it’s a major planning de-risk.

On timing, June might be tight, agreed. But the key point is:

👉 Delay ≠ documentation problem

👉 Delay ≠ project risk

This is a state-backed, EU strategic asset being handled by ČEZ Group, they’re not going to trip over paperwork at this stage.

Feels more like visibility lag vs actual risk, which the market often misprices.

Like you say, belief in the project is the key. The fundamentals haven’t changed.

Greece, Malta, Portugal face court over failure to enshrine EU hydrogen mandates

The European Commission will refer Greece, Malta and Portugal to the Court of Justice of the European Union for failing to transpose Renewable Energy Directive III (RED III), including binding green hydrogen mandates for transport and industry, into national law.

The Commission said the countries had failed to notify any transposition measures or provide explanatory documentation. It is seeking financial sanctions for non-compliance.

RED III requires renewable fuels of non-biological origin (RFNBO) hydrogen to account for 42% of industrial hydrogen demand and 1% of transport energy by 2030.

ITM POWER - Right Place - Right Time - Right Now ⬆️📈🚀

Sit back - Buckle up & Enjoy the ride of your LIFE 🤸🤸🏽🕺💃

The Bit Everyone Ignores 👇

The same authorities:

➡ Approved €360m funding

➡ Granted strategic status

➡ Fast-tracked permitting

…are the ones deciding approval.

Draw your own conclusions.

A lot of chatter but most of it misses what matters.

1. EIA – Already DONE ✅

The Cínovec Lithium Project EIA was submitted 31 Dec 2025 to trigger the €360m grant. That’s the key milestone — not when it shows on a website.

Under the European Commission CRMA:

➡ Fast-track permitting

➡ ~90 day consultation cap

➡ One-stop approvals

ZUR rezoning approved Feb 2026 = major de-risk

👉 This cannot be derailed by local politics as suggested.

EIA approval with conditions = standard. That is permitting.

2. EBRD – Misunderstood 🏦

European Bank for Reconstruction and Development isn’t a retail trader.

They:

➡ Enter early (equity)

➡ De-risk

➡ Exit → provide debt funding

Selling shares = moving into financing. That’s the model.

3. POSCO – The Real Signal 🔥

POSCO Holdings just paid $765m for a lithium stake

Strategic players are:

➡ Deploying capital NOW

➡ Securing supply

➡ Not waiting

Czech gov already in talks with Korea.

Connect the dots.

4. Offtakes – Timing

Lithium has rebounded hard in 2026.

👉 Offtakes now = better terms

Exactly when you want them.

Bottom line:

This isn’t failing.

This is a strategic EU lithium asset being de-risked.

~£30m market cap still pricing uncertainty

Anyone thinking that reflects reality needs a quiet word.

Re-rate coming. 🚀📈 £1.50+++

Government-level confirmation now linking Korea to Cínovec — this is not speculation anymore.

* Czech Gov in direct talks with Korea on lithium cooperation

* POSCO (global lithium processor) named as potential partner

* €1.7bn+ project — one of the largest in the country

* Fully aligned with DFS: ~37ktpa, 1.3m EVs

* Strategic under EU CRMA + Czech national designation

This is exactly how projects move from development → financing → offtake

Korea doesn’t engage unless this is heading toward build-out.

EIA → funding → offtake → rerate = £1.50 +++

We’re not early anymore… we’re in the execution phase 🚀📈

£1.60 Close Today

Https://www.linkedin.com/posts/schulz-dennis_energy-defence-europe-ugcPost-7455156545249783808-NmZK?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAABuSOFsBTNq-ZYwGm5uL5e9d4LSLrMLQ4tc&utm_campaign=share_via

This isn’t just another hydrogen update, it’s a shift in narrative.

Dennis is now framing hydrogen as:

👉 Defence infrastructure

👉 Energy security

👉 Fuel independence

Not just “green energy”.

The timing is no coincidence…

The collaboration between ITM Power and Rheinmetall puts ITM right at the centre of this.

We’re talking:

➡️ Decentralised e-fuel production

➡️ NATO supply chain resilience

➡️ Domestic fuel capability in conflict

Europe’s fossil fuel reserves lasting only months in a serious conflict?

That’s a strategic vulnerability.

👉 Electrolytic hydrogen solves it.

Read between the lines, policy is the bottleneck

* Frameworks are working

* Investment is ready

* Industry can scale

BUT…

👉 Delays (RED III), constant changes, uncertainty

“First movers must not be punished”, key line.

Germany (THG / RFNBO) + UK (HAR2 → HAR3) are positive…

Now it’s about execution.

🇪🇺 “Made in Europe” matters

👉 Supply chains LOCALISING

👉 Strategic contracts favouring EUROPE

👉 Energy = sovereignty

Big tailwind for ITM.

📊 So what’s changed?

ITM is no longer just:

➡️ a hydrogen “story stock”

It’s becoming:

➡️ strategic infrastructure

⚠️ The trigger?

👉 Defence / e-fuel / large MW orders landing

That’s when the market wakes up.

💥 Bottom line:

Narrative has shifted.

Market hasn’t caught up.

Still think this is just a £5 hydrogen play?

…maybe read Dennis’ post again 🤭

🚀📈

Anyone seen the shorts 🩳 💩

😂😂🫢 let’s focus on the positives instead…

EIA submitted – one of the biggest hurdles ticked ✅

Rezoning approved – years of work, now done ✅

Up to €360m grant secured – serious backing ✅

26+ year mine life / 37,500 tpa – scale matters ✅

No Cinovec costs at EMH level this quarter, structure working ✅

Funding raised at around market levels – not distressed ✅

👉 In other words:Project risk is being removed step by step.

We’re no longer in “story mode”…We’re in delivery / deal stage.

And that’s where the re-rate comes from:➡️ Partner➡️ Offtake➡️ Funding

Everything else is just noise in the background.

This is exactly how projects transition before the big move.

😂😂 Skelly, you’re missing the bigger picture here.

Yes, there’s been a small raise, but it was done:

* At ~market price (~16p)

* With institutional backing

* To progress a project that’s just delivered:

* EIA submission ✅

* Rezoning approval ✅

That’s not weakness, that’s progression.

More importantly:

* No Cinovec costs at EMH level this quarter

👉 Structure is already working in EMH’s favour✅

We’re now at the stage where:

Funding / partner / offtake discussions actually matter

That’s what will drive valuation, not a routine, small raise.

The market doesn’t re-rate on housekeeping.

It re-rates on strategic deals.

And that’s clearly where this is heading next. ⬆️📈

Fair point on milestones, but it’s also worth looking at the broader picture that’s now developing:

• 🇦🇱 Albania (Balfin) – live construction underway, €2.2m per block, multi-block programme

• 🇨🇱 Chile – €420m programme, 20,000 homes, deposits received, production line planned

• 🇸🇳 Senegal – implementation phase, €1.75m JV funding, production mobilisation

• 🇮🇩 Indonesia – $5m partner-funded production line, majority-owned subsidiary

• 🇨🇦 Canada – showhouse delivered, certification pathway, gateway to large housing market

• 🇸🇩 Sudan – $65m project, funding for two production lines

• 🇪🇺 Albania/Kosovo pipeline – targeting ~€114m over 3 years

That’s not a single project waiting for completion, that’s a multi-country rollout with production hubs and projects progressing in parallel.

Execution has now started, and the model is clearly moving from pipeline → delivery → repeatable revenue.

Hard to argue the current share price fully reflects that scale… 🚀

Good question, and probably because the market is only just starting to see execution rather than plans.

Until now it’s been pipeline, partnerships and rollout strategy. Today we’ve got visible delivery, revenue per block and a live reference site with a major developer.

That’s a completely different stage.

Markets tend to re-rate when companies move from:

➡ story → delivery

➡ potential → repeatable revenue

That shift is now happening.

Add in:

• €2.2m per block economics

• multiple blocks planned on site

• international rollout already underway

…and it becomes much easier to see how the valuation starts catching up.

Feels like the market is only just waking up to what’s being built here.

Re-rates don’t happen on promises, they happen on delivery. That’s started now. 🚀

This is a standout update from ECOB this morning and a clear demonstration of execution.

We now have real delivery on the ground:

• Ground floor and sub-structure completed at Rolling Hills, Tirana

• Delivered for Balfin Group – one of the region’s leading developers

• €2.2m revenue per apartment block

• First of multiple blocks in a wider development programme

This is the key transition:

➡ pipeline → live construction

➡ concept → proven delivery model

➡ opportunity → repeatable revenue

The company has also confirmed it already has sufficient GFRG walls manufactured and in stock to complete the first apartment block — clear evidence the industrialised production model is working at scale.

This development becomes:

• a flagship reference site

• proof of premium residential capability

• a repeatable multi-block revenue template

Alongside:

• Senegal implementation phase underway

• Indonesia $5m partner-funded production line

• Chile €420m programme progressing

ECOB is now delivering across multiple regions while building a scalable global housing platform.

For a company still valued around ~£16–17m, the scale of what is being executed is exceptional.

SP £1+ as rollout accelerates. 🚀

The dilution argument really doesn’t stack up here.

Under Keith, European Metals Holdings has shown real discipline in NOT diluting shareholders:

* No endless placings

* No ballooning share count

* Progressed to DFS and beyond without trashing the register

Compare that to plenty of AIM names like Helium One Global, Alien Metals, Eurasia Mining and others, billions of shares in issue and repeated dilution just to keep going.

(Even Greatland Gold had a huge share count pre-consolidation.)

EMH has taken a completely different route:

* brought in ČEZ at project level

* secured grant funding

* moving toward structured financing (not retail dilution)

So no, delays don’t automatically mean dilution.

Big difference between dilution to survive… and disciplined funding to build a Tier 1 asset. 🚀📈

Good to see both sides of the argument here

Jemesa makes a fair point, these processes are meant to be thorough, and with EU backing under the Critical Raw Materials Act plus involvement from ČEZ, there’s clearly strong political will to get this right rather than rush it.

At the same time, Rpks is right that timelines in Europe don’t always run to plan, delays do happen, and it’s sensible to factor that in.

For me the key is:

* This isn’t a greenfield project starting from scratch

* Years of environmental work already done

* Strategic status now in place

So while dates may flex slightly, there’s also a very real possibility this lands on time given the amount of work already completed and the backing behind it.

Either way, the direction of travel hasn’t changed.

This is moving forward with serious backing and that’s what ultimately matters 🚀📈

Great post Jemesa

Completely agree, the Prunéřov pivot was a big moment and unlocking that €396m EU grant really underlines how strategically important this project has become.

Your “golden acre” point is interesting as well, EMH’s position alongside ČEZ clearly has real value, especially with the DFS and technical groundwork already in place.

Also hard to ignore the bigger picture now:

* EU strategic status under the Critical Raw Materials Act

* strong state backing

* growing industrial demand

All of that just increases the focus on getting this moving.

And you’re right, the closer we get to EIA, the more the dynamics shift. Timing becomes very interesting from here.

Feels like we’re moving into a key phase now 🚀📈

Good post Lukas 👏

The DFS delays were frustrating, but that was a project change issue (Ujezdeček → Prunéřov). This is completely different, we’re now in permitting on a finalised plan, backed by ČEZ and aligned with EU strategy under the Critical Raw Materials Act.

Skelly comparing this to DFS delays is missing the point, that was internal rework, this is now state-backed execution.

Also key point you made:

Once it hits CENIA properly → clock is ticking

And importantly:

* Years of environmental studies already done

* Public consultation groundwork already there

* This isn’t starting from zero

So while June 30 is the formal deadline, it wouldn’t be a surprise to see this land end of May / early June if things are progressing smoothly behind the scenes, which they appear to be.

Feels like we’re very close to that shift now 🚀📈

I cannae hold her! She’s gonna blow! I’m givin’ her all she’s got, Captain! 🚀🚀🚀💥🚀🚀🚀📈⬆️🥳💃🕺🤸🏽🤸

£1.61 to buy 🫣😁🤸🏽🤸📈🚀🚀🚀🚀🚀

The shorts can’t get out under £2.50 - £3.00 impossible for them now 😭🩳