Member Info for Malik-

Welcome to crappy Aim.
As I said above in any other market we d be at 40p+ already.
People selling out of fear, totally forgetting that over the past 1month announcements by the company totally change the valuations and fundamentals of the stock.

Trading at mere 12% NPV - CHEAPEST by far EU lithium stock, despite being 1) M&A tgt, 2) More advanced FS-stage pjct, bordering #
EMH with consolidation rational.
And this, before accounting for 50% increase in group-wide Li resource

Currently trades on less than half next door neighbour #EMH EV/NPV and almost 5x less than what’s being offered by Ganfeng for Sonora; and Piedmont for IRR Ghana asset.
Zinnwald is a takeover candidate and here trades on bombed out valuations.

For all who don’t know where to deploy their cash with takeover completion looming.
Zinnwald - recent retracement offers excellent value.
Trading at mere 12% NPV that’s less than half next door neighbour EMH and almost 5x less than the what’s being offered by Ganfeng for Sonora; and by Piedmont for IRR Ghana asset.
Zinnwald is a takeover candidate and here trades on bombed out valuations.

Because it’s SUPER cheap.
Trading at mere 12% NPV - CHEAPEST by far EU lithium stock, despite being 1) M&A tgt, 2) More advanced FS-stage pjct, bordering #EMH with consolidation rational.
And this, before accounting for 50% increase in group-wide Li resource
BUY on weakness

I am adding at 18.8

If this was listed in any other exchange (eg ASX) we would already be at 40-50p.

Again share p has risen ONLY +50% over past month yet company has since seen 1) doubling of the Zinnwald resource size and 2) added 50% on top of that to the group Li resource via new expl license. And all this while stock traded at multiples well below peers.
This correction is utter nonesense. It’s retracing on technicals and moving averages yet the size of the assets have totally changed vs before both of these announcements.

With EMH and SAV share p not moving of late, yet us correcting - Our discount to peers keeps on widening on zero fundamental grounds; but rather just on low quality and frankly irrational sell the technicals argument. Lithium p strong as ever - and will continue rising this semester.
Don’t be drawn into this sell off, rather time to RELOAD.

And what was the high already?

it talks of many months - yes 6-15m
Anyway whatever your are trying to say or prove.
Take off the hashstate benefit from my calcs and assume it’s non recurring and what you end up at 10x Pe?
It’s a BUY anyway ;)

Enjoy !

Instead of insulting me.
Read this article.
https://www.google.co.uk/amp/s/www.cnbc.com/amp/2021/07/03/bitcoin-mining-difficulty-drops-after-hashrate-collapse-in-china-.html

*difficulty

It gets adjusted in function of Hashrate. (In fact next mining adjustment should be downward adj again btw).
Will take 6-18m for hash rate and mining docility to to fully recover.
Chinese companies can’t find the space and infrastructure to relocate straight away.
Crowded in North America…
That’s why we did well to get Texas land at the time.

Specialists are saying it will take 6-18m to fully recover.
It’s not short term.
It’s why I say it’s a game changer!

Actually of Bitcoin doubles PE shrinks by 3x
Operational Leverage.

It trades at sub 6x PE here, if you 1) annualise the revenues from when the receive their machines this year and 2) factor in the huge mining difficulty drop.
It’s ridiculously cheap at current Bitcoin p.
Mining difficulty adjustment is GAME CHANGER

Other key take from that doc:
“ One refuelling station will be available every 150 km along the TEN-T core network and in every urban node.”

Expect something like this for Uk soon - and remeber Element2 is at the heart of this.

I expect UK to follow soon - with Cop26 in Glasgow in a couple of months

Take from European Commission today as part of Green Deal delivery.
Summary in following doc:

https://ec.europa.eu/commission/presscorner/api/files/attachment/869385/Hydrogen_Factsheet_EN.pdf.pdf

For me the following is Key - putting in place regulation to kick start sector.
“ ENERGY TAXATION DIRECTIVE
The Energy Taxation Directive sets preferential tax rates for the use of renewable and low-carbon hydrogen for end-consumers.
…
The policy framework for hydrogen will be completed in December. The Commission will put forward proposals for hydrogen and the decarbonisation of gas markets, to set the regulatory approach for these sectors.”

As part of Green Deal delivery.
Summary in following doc:

https://ec.europa.eu/commission/presscorner/api/files/attachment/869385/Hydrogen_Factsheet_EN.pdf.pdf

For me the following is Key - putting in place regulation to kick start sector.
“ ENERGY TAXATION DIRECTIVE
The Energy Taxation Directive sets preferential tax rates for the use of renewable and low-carbon hydrogen for end-consumers.
…
The policy framework for hydrogen will be completed in December. The Commission will put forward proposals for hydrogen and the decarbonisation of gas markets, to set the regulatory approach for these sectors.”

European Commission announced today target of 0 emissions from new cars by 2035. (Effectively banning new sales of combustion cars by then)
Also, from 2026, road transport will be covered by emissions trading, putting a price on pollution, stimulating cleaner fuel use, and re-investing in clean technologies.

HUGELY POSITIVE for Lithium prices and domestic mining projects like ours.

https://ec.europa.eu/info/strategy/priorities-2019-2024/european-green-deal/delivering-european-green-deal_en

European Commission announced today target of 0 emissions from new cars by 2035.
Also, from 2026, road transport will be covered by emissions trading, putting a price on pollution, stimulating cleaner fuel use, and re-investing in clean technologies.

HUGELY POSITIVE for Lithium prices and domestic mining projects like ours.

https://ec.europa.eu/info/strategy/priorities-2019-2024/european-green-deal/delivering-european-green-deal_en