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And by the way, I am noticing that wider Cinovec resource is increasingly becoming THE likely lithium asset in Europe (remember wider Cinovec is actually split between EMH/Czech site and Germany/ours).
In the last few weeks, we saw Infinity’s project frozen, if not binned (sadly I felt the pain, I am shareholder); and Savannah’s key partner Galp - which is partially owned by the Portuguese govt - surprisingly deciding to let laps their exclusive agreement).
What’s left of lithium assets in EU of reasonable size?
Vulcan - yes, though enormous capex needs and well behind in terms of project commencement date.
...

*typo: I AM noticing that Cinovec is increasingly becoming THE likely lithium asset in Europe

(And by the way, I am not noticing that Cinovec is increasingly becoming THE likely lithium asset in Europe. In the last few weeks, we saw Infinity’s project frozen, if not binned; and Savannah’s key partner Galp - which is partially owned by the Portuguese govt - surprisingly deciding to let laps their exclusive agreement for an offtake).
What’s left of lithium assets in EU of reasonable size?
Vulcan - yes, though enormous capex needs and well behind in terms of project commencement date.
...

I can very well see VW taking EMH stake in Geomet.
I think this is much more political than people think.
Having a German/Czech ownership of the key lithium asset in Europe, is something perfectly aligned with aspiration of raw material independence.
I stick to my argument that I see a merger of Cinovec on both sides of border and then shared ownership of the combined entity between Cez and VW.
VW at 49% would make a lot of sense. They don’t consolidate the mining asset - so don’t have to justify to their shareholders the argument of becoming a miner - and at same time, please Czech govt views that Cinovec should remain in hands of the Czech.

Countdown to next week’s Tue&Wed company presentations.
I expect these to be key catalysts for the shares.
I expect the company to focus on its hydrogen strategy, detail the size of their addressable market, and explain the synergies between Getech’s core competencies and H2Green.

Stock currently discounting the hydrogen opportunity at near zero; and isn’t giving any credit for recent devlivery by management (Element2 mou, board upgrade).
So great risk/reward profile.

People are missing the significance of this, once again.
This one of the most senior heads of VW actually opening to the possibility of VW buying into lithium companies; and not just looking urgently at offtakes....
They say they want to control the supply chain.

VW is German. Our asset is in Germany. Yes Vulcan in Germany too, but Vulcan asset is enormously capital intensive and way behind.
EMH next door- VW via its subsidiary Scoda, is in discussion with Cez on gigafactory to be likely supplied by EMH asset a/co to press.
My personal view: EMH buys ZNWD to create the largest Lithium asset in the EU. VW takes a a stake in the combined entity, co-owned by Cez. And all
this being part/supported by a wider EU political plan....

This is another major development in my argument that ZNWD is an obvious M&A target.
As I say on another post, by either VW, EMH or Ganfeng...

You are missing the point.
Zinnwald WINS in either scenario.
A) Ganfeng choses to buyout ZNWD => ZNWD shareholders win
B)Ganfeng choses to sell ZNWd => ZNWD shareholders win (EMH likely buyer in my view).
Ganfeng won’t chose to sit idle on the stake.
So ZNWD is an obvious M&A target - whether by EMH, Ganfeng, or even VW. Take your pick.

This is VERY significant news. Interview with VW Chief Technical Officer:

https://amp2-handelsblatt-com.cdn.ampproject.org/c/s/amp2.handelsblatt.com/unternehmen/industrie/interview-vw-erwaegt-boersengang-des-batteriegeschaefts-vw-technikvorstand-will-in-rohstoff-geschaeft-einsteigen/27242244.html

“ So we have to take care of the raw materials right now...
we are looking at the entire process chain from the mine to recycling. We have to get actively involved in the raw materials business.“

This is very significant news. Interview with VW Chief Technical Officer:

https://amp2-handelsblatt-com.cdn.ampproject.org/c/s/amp2.handelsblatt.com/unternehmen/industrie/interview-vw-erwaegt-boersengang-des-batteriegeschaefts-vw-technikvorstand-will-in-rohstoff-geschaeft-einsteigen/27242244.html

“ So we have to take care of the raw materials right now...
we are looking at the entire process chain from the mine to recycling. We have to get actively involved in the raw materials business.“

Enel, the Italian utility behemoth was a sponsor of the Extreme E race, via its division EnelX, which amongst others, provides EV power recharge stations.
Surely, AFC and EnelX have collaborated in the planning - and I could well see a partnership forming between the two.
This would be a huge win if it materialises.

This is a KEY catalyst - a first, detailing its Hydrogen strategy and opportunity; and the first presentation by the company since the arrival of the new Chairman.

Getech Upcoming presentations.
Save the dates
A)8 June: at Cenkos event.
B) 9 June: webinar
Details below.Register now!

Cenkos Growth & Innovation Forum
Tuesday 8 June 2021 from 09:00
Registration: https://www.proactiveinvestors.co.uk/register/event_details/343 
 
ShareSoc Webinar with Getech
Wednesday 9 June 2021 from 17:00
Registration: https://www.sharesoc.org/events/sharesoc-webinar-with-getech-gtc9-june-2021/ 
 

And yet this market is completely oblivious to all this.
WAKE UP

EMH Chairman said yesterday in an interview that a possible agreement in June between Cez and Skoda would be clearly beneficial to EMH - given close proximity (50km) to site.
In June... this is around the corner.

Were an agreement to materialise this would be clearly positive for EMH share price - in view of imminent offtake - and of course consequently positive to ZNWD.
Remember we trade at 1/4 valuation of EMH and yet we share the SAME deposit. ZNWD is an obvious takeover target.

There is place for both batteries and hydrogen.
Both lithium batteries and hydrogen not in competition. They are target different markets, arguably. Eg. The gas grid in time will be replaced by hydrogen.
Hydrogen has a big future - it is expected to make up 20% of energy consumption mid century.

Although not much discussed in this one compared to yesterday’s.

https://m.youtube.com/watch?v=DuLeFZ2OAPE

What’s clear to me is this company is delivering. Since the announcement of the H2Green acquisition, the company: 1) obtained the mou with Element2. 2) did a transformative £6m capital increase (1/3 of current mcap. 3) is reshuffling the board with caliber. 4) expanded Getech expertise to geothermal - increasingly of interest for lithium industry- and 5) its is marketing improving.

BIDEN LOOKS OVERSEAS FOR ELECTRIC VEHICLE METALS, IN BLOW TO U.S. MINERS || BIDEN IS MORE FOCUSED ON CREATING JOBS THAT PROCESS MINERALS DOMESTICALLY INTO EV BATTERY PARTS- RTRS

This would be HUGELY bullish for European lithium miners!

That HUGE news.
And hugely bullish for us.

It’s credible. Reuters.
BIDEN LOOKS OVERSEAS FOR ELECTRIC VEHICLE METALS, IN BLOW TO U.S. MINERS || BIDEN IS MORE FOCUSED ON CREATING JOBS THAT PROCESS MINERALS DOMESTICALLY INTO EV BATTERY PARTS- RTRS