Member Info for Malik-

Marking your nonsense words.

This AIM market is totally disfunctional and inefficient.
This sort of newflow and optionality would have driven this share considerably higher where we covered and owned by more large institutionals...
Synergies would be in my view considerable, raising IRR of the project since you get the volumes for very little incremental Capex. Ina lithium bull market, being a fixed cost Buiness, this is hugely accretive. And a win win for all three: EMH, ZNWD and BCN through its 44% stake in ZNWD.

DON’T UNDERESTIMATE what it would mean to BCN share price, when market starts to revalue up the resource multiple of Zinnwald to that of EMH. My argument is that there is no reason why it should not.
Simple maths: assuming Zinnwald bought the 50% minorities in its flagship asset => this would mean 3-4x upside to ZNWD share p.
=> Value accretion to BCN = £25-35m = up to c25% on BCN share p - at this is assuming all else equal (ie before accounting for any lithium p bull market which we are heading to).

...and that would be highly value accretive to both EMH and Zinnwald.
In note on EMH.
And WHIreland view carries even more weight since this is non-independent research!
Sounds like something I have been pushing on this board a few weeks back ;)

“ There is also the potential expansion capacity and potential synergies with the remaining part of the deposit on the German side of the border – Zinnwald (currently owned by Zinnwald Lithium AIM:ZNWD). We are firmly of the opinion that there are synergies with Zinnwald and that in all likelihood there will only be one large processing facility required and economies of scale could generate bigger returns for shareholders of both deposits. A significant majority of the current declared lithium resource is on the Czech side of the border.“

...and that would be highly value accretive to both EMH and Zinnwald.
In note on EMH.
And his view carries even more weight since this is non-independent research!
Sounds like something I have been pushing on this board a few weeks back ;)

“ There is also the potential expansion capacity and potential synergies with the remaining part of the deposit on the German side of the border – Zinnwald (currently owned by Zinnwald Lithium AIM:ZNWD). We are firmly of the opinion that there are synergies with Zinnwald and that in all likelihood there will only be one large processing facility required and economies of scale could generate bigger returns for shareholders of both deposits. A significant majority of the current declared lithium resource is on the Czech side of the border.“

https://www.europeanmet.com/wp-content/uploads/2021/02/20210209-FN-EMH-090221.pdf

Hm interesting he s talking of SYNERGIES with ZINNWALD and that it would be highly value creative to both companies.
Sounds like something I have been Pushing on this board a few weeks back! ;)

Agreed.
Though we should be on our way to generating £55m of after tax cash at current Bitcoin p before today’s huge capacity extension option. In other words. We have plenty in the coffers to finance the cost of debt whatever it will be.
This announcement materialising could take us to 5000PH.
This stock is SIGNIFICANTLY undervalued.

Exactly Zeratul...
It HAS to re-rate.

Today’s announcement should pave way for the co to build a new 200MW mining facility in the next 12 months. 
This should make it a very significant contender in the mining space, capacity-wise I believe - probably in the top 2.
=> Mcap discount to larger peers has to go.

This is key. Pls read.

...In note today on EMH.
This is BIG.
And his view carries even more weight since this is non-independent research!

“ There is also the potential expansion capacity and potential synergies with the remaining part of the deposit on the German side of the border – Zinnwald (currently owned by Zinnwald Lithium AIM:ZNWD). We are firmly of the opinion that there are synergies with Zinnwald and that in all likelihood there will only be one large processing facility required and economies of scale could generate bigger returns for shareholders of both deposits. A significant majority of the current declared lithium resource is on the Czech side of the border.“

https://www.europeanmet.com/wp-content/uploads/2021/02/20210209-FN-EMH-090221.pdf

Swap out of something that can multiply by 4x; and which will HAVE to re-rate on back of anything positive happening at EMH - for a 40% trade?

Market is finally seeing some sense...

*can’t

I expect an upward steep and prompt re-tracing at anytime now.
Market can stay inefficient for only so long.
Hold on tight.

Stock now trading at 30% discount to EMH (resource multiple basis), yet it has TWO offtakes and we are still awaiting for any offtake news from EMH.
Meanwhile, BCN trades at 1/3 of the valuation of Piedmont: the bull case valuation.
This stock is UNDERVALUED, and getting cheaper by the day.

EMH Stock trading +15% yet ZNWD flat. SAME deposit on two sides of border.
Stark valuation gap will have to narrow and eventually close.
=> 3-4x valuation upside at ZNWD

Focus on Fundamentals.
Focus on risk/reward. The skew is hugely to the upside, not downside.
What’s the downside? It goes back to 15 when it was trading at 0.5x book value and had a cash position amounting to 40% of market cap; and at which points that legacy business was trading at half its fair value?
Bin the hydrogen rns?
This is a no brainer. It will multiply by many times this year.

Bravo for predicting a correction when RSI is at 85.
I just doubled my position. Thanks for that.

Getting cheaper by the day. Lithium space flying, and this is stuck at close to pacing price.
Rise imminent