Member Info for mick88

A question for debate.....is it possible for EMH to agree an off take with a partner without firstly seeking the agreement of Geomet and/or CEZ?

Conversely, can CEZ agree a partner without the agreement of Geomet/EMH?

Based on the EMH agreement with EBRD, it seems possible to dilute....so, on that basis is it also possible to individually agree finance with third parties?

Genuinely interested in opinions, because if the answer is NO to all three scenarios, then IMO this project could never move forward without invoking the 'Deadlock' clause in the agreement. This in turn means a buyout🤔

An off take partner now would no doubt bring a bit of momentum without the inclusion of dilution....bring it on🥳

Excellent LukasK....thanks for pisting👏so multiple options are being looked at....and it looks like most involved the buyout of the junior partner🥳

Co chaired with Ghanian foreign minister....now this would be an interesting combination. In particular as POSCO is searching the globe for lithium projects to invest into🤔

www-koreatimes-co-kr.cdn.ampproject.org/v/s/www.koreatimes.co.kr/amp/foreignaffairs/20260601/korea-seeks-minerals-supply-chain-cooperation-from-african-nations?amp_gsa=1&amp_js_v=a9&usqp=mq331AQGsAEggAID#amp_tf=From %251%24s&aoh=17803752915195&csi=0&referrer=https%3A%2F%2Fwww.google.com https://share.google/dT2P0I5qGvAlsUffF

Rpks.....interesting latest presentation (April). While it still omits any reference to lithium mining and/or processing the way it used to report in presentations, there is still some unexplained readthroughs. Page 25 on the link regarding CAPEX investments states 11% mining (coal) for 2021-25, then estimated investment for 2026-30 as 6%, yet specifically 0% for coal. Made me wonder what that 6% CAPEX referred too....👏

https://www.cez.cz/webpublic/file/edee/ospol/fileexport/investors/investment-stories/2026-04-investment-story-en_published.pdf

Obviously, and most likely, I've got this totally wrong and doing my over the top optimist thing.... 🤣

Don't despair Patient1....like you I have been around for about 10yrs, and like you I get fed up with the same old, same old on KC🤷

Yip, we all know what his communication skills, or lack of, is like. But it serves no purpose constantly reminding the longies, and in fact it's actually detrimental to any potential newbies. So, you do have a point....that's not condoning KC....he's guilty as charged, and we all know it😬just don't keep reminding us🫣

But there is obviously a point to Assore indicating they would accept this low offer ~ it gets rid of Elevra, and starts any bidding at a low level. If there is no further bid, then they can slap in a late lowballer themselves ...👏

What a no brainer from their perspective...🥳

I've been in for a while and have an average around mid twenties, for me it's madness to accept 19p when it's obvious there'll be more down the line...🤷

TomC....ZZZZZZ.....until it's not😉

IMO that time has come, and, in support of that opinion I have once again reduced my average today. In the past week I have taken it from 44 to 26p (today courtesy of T1[TE] profit). My belief is that the SP cannot go anywhere now but UP....ok there may be some bumps, but that is all they will be. The overall trajectory in the short, medium (there'll be no long) term will be in the ascendency as the pressure I believe, has just about peaked.

Hunter16...not sure we need internal news for investors to realise something has gotta give.

This external stuff is BIG, and will be noted both for value and time;

https://media.licdn.com/dms/document/media/v2/D4D1FAQFEo2MH3qkJVg/feedshare-document-url-metadata-scrapper-pdf/B4DZ5fnFnkH4A4-/0/1779720544016?e=1780419600&v=beta&t=7B1hUBwXqbEracsZuKx3pQBxeyAxVUkdNRuzMn7m5h0

If you have the time (50 odd page report), there is a shorter version on LinkedI.....this is BIG....🤣

https://media.licdn.com/dms/document/media/v2/D4D1FAQFEo2MH3qkJVg/feedshare-document-url-metadata-scrapper-pdf/B4DZ5fnFnkH4A4-/0/1779720544016?e=1780419600&v=beta&t=7B1hUBwXqbEracsZuKx3pQBxeyAxVUkdNRuzMn7m5h0

Skelly85....so 1842 posts all on EMH, and NO shares since??? if ever????

And you expect actual shareholders in EMH to take you seriously???

Skelly85, so have you got any shares in EMH? Or, when was the last time you did have shares on EMH?

Brilliant bait Skelly85....with all this effort to engage debate, I assume you have finally bought some shares in the company you are so interested in?

In this critical raw material race. Short sighted ~yes (everyone except China), Lazy ~yes (bod), Stupidity ~yes (everyone except China)....Beyond belief ~No (still a lot of dinosaurs in ROW). I had hoped that our bod had something up their sleeves since they were so heavily invested....but🤔

https://www.mining.com/chinas-grip-on-lithium-to-hit-39-by-2030-woodmac/

Have secured deals for rare earth, but not lithium....oh aye, that's because they know they already have a source in their own backyard 👏

https://www.euronews.com/my-europe/2026/05/20/global-race-for-critical-raw-materials-is-about-power-eu-commission-says

Well....I must be confident (or daft), I cut my SIPP average from 44p to 30p yesterday (thanks SAV)....🫣

Keatzt....the same thought had occurred to me. But then again, maybe a buyer would appreciate a good long term deal that helps the funding of the project🤷

Icw....while I understand your scepticism. I suffered a similar fate with BCN, except I was one of the lucky ones that came out with a decent profit.

But, imo there are extenuating circumstances (everyone says that, I know), you cannot have the tail wagging the dog, and I am sure that is the Ghanaian Gov and Assores view as well. Our relations with our other main partners are what matters now.

Fully agree MajorT....and the long timeline is for a reason, for this to developed into something very beneficial to shareholders.

The board have done a good job of maintaining the upper hand (that wasn't my initial reaction 🤣), they have wrestled back control from our arrogant junior partners👏

Check a dictionary mate. And pls be aware this was a response to your hypothetical question.