Member Info for mick88

CAD, who could possibly take EMH over?

We have a very crystal clear Share holders Agreement (SHA) with CEZ....and that states 'market value' if they wish to buy us out. Now if it were them, and as per the SHA, fantastic, who wouldn't be all for it basing it on KELIBER fair market value, which has already been stated on many occasions.

But, if not CEZ, then who in their right mind would sell out at current value? Even in a rage of screaming abdabs, you would never consider such a proposal....🤷‍♀️

Yip....agree it's good to see fingx back....🥳

We may get some good vibes for a change.

Galp want our lithium....they better get a move on then as around 25% is already committed...🤣

https://sifted.eu/articles/northvolt-galp-lithium-plant-delay

Here's a MSM link, Financial Times also reporting similar....👍

https://www.bnnbloomberg.ca/business/international/2024/09/11/asian-lithium-shares-soar-on-speculation-catl-suspends-key-mine/

Outlook.....finally

https://www.bnnbloomberg.ca/business/international/2024/09/11/asian-lithium-shares-soar-on-speculation-catl-suspends-key-mine/

Parity of value now MrC, it's almost as if this was achieved on purpose....and here was me thinking a while back they would merge at 2:1, or even 3:1 before ZNWD increased in reserves back in Feb/June 2024.

Now both companies are in a position for a straight merge of 1:1, it was only a case of equalizing the respective companies SP which they have more or less achieved (quite quickly I would add). Obviously the current holders of EMH are going to be the big losers, previously we always maintained a 3 to 1 value based on the production prediction and reserves. Since gaining parity of prod/reserve we have come down to the level of ZNWD substantially more than they have come up (our loss). How does everyone feel about a possible merger?

My opinion. it would safeguard our independence from CEZ and substantially increase our value and security long term, and in the short term, it cannot get any worse.

Hi Tenantry

Wouldn't say I was following Keliber, we got a great deal from them, so I do wish them well. And like most newbies (and established) in the Lithium space, they are way down because of raw material price.

We are ticking along nicely, and still think by next Easter we will be around £3 all going well.

It will be interesting here in the next year or two as we will be producing Q125, so when will they decide to pay something back (divs) after long suffering holders had to endure that crap (in my opinion) funding. My plan, still to be in until at least 2026, when hopefully we'll have had div payments, then make a decision if this will be part of my long term pension pot....GL

Sounds to me like the majority party is going to try and force a vote. And those small trades looks like someone knows there's gonna be a vote and trying to keep it down to load up (read somewhere that the quantity rather than size can keep the price down) 😉

Teddy, my reading of the situation with Tennessee is that it has been cancelled and the production train has been diverted to Carolina (I have shares in Piedmont also). I doubt under the present circumstances, it will restart for a very long time, if at all?

It looks like Piedmont will re-sell their allocation from Atlantic production, or at least part, to fund their share of CAPEX at Ewoyaa, and possibly part going to Carolina instead of Tennessee.

IMO the only thing holding this up from progress is the Ghana Government shenanigans, it really does portray them as the third world country they are, and is not a good look for investment.

Https://www.euractiv.com/section/politics/news/czech-government-reveals-plans-for-new-gigafactory-investor-name-withheld/

Starter for ten, could this be S Korean....🤔

Bob, being an optimist by nature, I am excited about the inclusion of LG, SK and Samsung.

IMO the news flow from CEZ and the Czech Government regarding negotiations on battery factories has been extremely thin on the ground considering these have been ongoing for a considerable amount of time (years). There has got to have been some progress, and yet no announcements? So, the very high (highest) level of participants, from some of the largest battery makers in the world on this visit, would in my tiny mind indicate there are disclosures to be made. These top people don't do freebee visits, their time is extremely valuable, and they do not waste it on things that they do not intend to make happen.

Watch this space IMO....GLA

Agree Dunkirk, triple it and I may be tempted....MAY ....🤔

I note the word 'wicked' also applies to your sense of humour skelly....🤣

And still the 🤐

If it's not a actual crisis, it is in confidence...😭

Come on KC, give us some crumbs.

As WALZ would say.....weird.....😉

I have maximum trust in our management team, and I have absolutely no idea where the implication of a 'raise' came from?

Just like many instances in investment, politics are a drag on progress....end off.

Thanks Teddy....really interesting, and dare I say beneficial.

And long-term has nailed it with his reading of the report, my understanding also comes to the conclusion that this simply says 'ok, we get it, now a couple of tweaks and ratify '.....🤝

Ah well, at least we have the opportunity to participate at really cheap valuation....👏 hope it stays this low at least until the 10th which will be the next time I have spare cash....🤞

It is exceptionally unusual to have so much local power broker support, and yet a Government OPPOSITION party can hold up approval.....strange.

https://www.youtube.com/watch?v=e3yE0emOxnA

75m shares represents around 3.5% of shares on issue, times two makes for a major shareholder (buy or sell). So would assume we are due an RNS.

The interesting takeaway from the second RNS for me was under the Just Transition Fun (JTF) heading. Two simple words, sub project. If this can be split into subs for grant/funding, surely it can similarly be split into mine/processing for the DFS?