Member Info for Malik-

Ganfeng announced takeover of Bacanora at 45% premium to share p.
That’s equivalent to paying $/t of LCE at 55% premium to where EMH is trading currently - for an asset in Mexico and more questionable clay...
EMH SIGNIFICANTLY UNDERVALUED!

...
ZNWD Takeover next?
Why would Ganfeng want to remain minority holder?
Either takeout by Ganfeng, or sale of 44% stake a fair value to EMH.
Either way; ZNWD becomes takeover candidate.

Takeover next?
Why would Ganfeng want to remain minority holder?
Either takeout by Ganfeng, or sale of 44% stake a fair value to EMH.
Either way; ZNWD becomes takeover candidate

Takeover next?
Why would Ganfeng want to remain minority holder?
Either takeout by Ganfeng, or sale of 44% stake a fair value to EMH.
Either way; ZNWD becomes takeover candidate.
BUY!

Why would Ganfeng want to stay minority holder in Zinnwald?

I think we are on for takeover of ZNWD next!!!

Making things VERY interesting.
I been saying EMH will eventually want to buy ZNWD.
Plenty of synergies between assets.
Now what? battle of price?! Bring it on!

*Ganfeng to own 44% of ZNWD of course!

Announcement of Ganfeng takeover whole capital BCN (Bacanora) at c40% premium to share p.
BCN owned 44% of ZNWD. As such Ganfeng will own 44% of ZNWD.
Had Ganfeng just wanted access to the Mexican asset they would have just bought that. Instead they opted for WHOLE of BCN.
Things getting juicy.
ZNWD trades at huge discount to other lithium players.
BUY

Opportunity to buy at c15% discount to when ABB bought a stake!
ABB doesn’t just throw money: They do due diligence.
Stock is CHEAP here.
Extreme E at end of this month. Opportunity for orders only going one way: surprise to the upside.

Of course it’s part of the reason.
This is a small cap in the grand scheme of things.
And the company is presenting to the worlds biggest money managers today.
How do you fill volumes on this stock which significant potential demand?
You crash it to get stock.

*for

And PS:
Don’t fall in trap of selling your stock so that MM get to accumulate shares for institutional demand just about to come.
Yesterday’s preso was positive and reaffirms why this should not trade 5x discount to UK hydrogen peers.

Presenting fat Goldman is a very positive step forward. It’s a huge leap forward from those small cap city brokers.
The investor reach from a house like Goldman is completely different.
You are talking of AFC presenting to the world’s biggest money managers.

Expect BIG institutional money flows into the stock.
Big institutional flows means the serious re-rating is coming.
Expect a compression of the nine-sense valuation gap vs Ceres and ITM.

The stock is down along with ITM and Ceres
The investor day was very positive.
If the fear is that big revenues are skewed to 3-5y down - well that’s the case for all hydrogen companies... see how they trade on mcap/Sales.
AFC valuation gap to peers NEEDS to close.
Ammonia based hydrogen significantly more economic. Great slide showing differential in cost - close to 6x cheaper than non Ammonia. And AFC has best efficiency on such technology.

*addressable

Stock trading at 10% below the entry price last month of ABB into the capital.
Positive investor day.
Shows the key market where AFC technology has an edge over peers.
25bn agreeable market to replace diesel generators. + Enormous market from maritime where ammonia sourced hydrogen is THE only viable option.
There is no reason why this stock is not already at £700m mcap.

EMH needs to consider buying its small next door neighbour
ZNWD, imo.
ZNWD trades at 1/3 of resource valuation multiple of EMH.
A takeover would be 40% accretive to EMH pre-synergies (and they should be meaningful).
I own both.

Very well spotted Smacks!

Have a look at management team of element 2.
This is a very serious counterpart - market is missing this.

https://www.element-2.co.uk/
?
CDO
20 years working on Hydrogen, climate and energy.
Holds a Masters at Oxford and PhD at Cambridge as well as an MBA and a Masters in Global Leadership at the WEF
Experience at Air Liquide and Shell prior to ten years at the World Economic Forum as a Director

CTO
Expert in fuel cells and Hydrogen technologies
Founder member - EU Joint Undertaking for Fuel Cells & Hydrogen
Former Deputy Chair of the UK Hydrogen & Fuel Cells Association
Current member of the Energy Industries Club and Parliamentary Group for Energy Studies

https://www.h2-view.com/story/element-twos-plans-for-800-hydrogen-pumps-in-the-uk-progress-inks-agreement-with-h2-green/