Help pls, all you experts - all seems good and positive in this RNS, except I don't recall seeing any reference to tin credits? Is it possible that we lose this potential with the change to flow sheet?
My understanding is that the main changes are in the middle section of processing, and that tin separation was at the start of the process, would this be correct?
Quite simple IMO ghin, EMH are doing something outwith the JV. And what is next door just across the border in German jurisdiction.....Zinnwald Lithium. Now wouldn't that be an interesting scenario, EMH bring another 15k /t of hydroxide to the table in their own right (separate from Geomet / CEZ). Could a merger of EMH / ZNWD really be on the cards, after all both SP have followed a similar pattern over the last while (not that it would be manipulated.... ;-D)?
SAV/GALP/Northvolt/VW
https://www.aa.com.tr/en/europe/spain-ups-electric-car-investment-after-volkswagen-threatens-to-pull-project/2717780#
Only a matter of time, no brainer especially if your in long term ....GLA
GM67, pls refer to CEZ report page 49 (linked for convenience). And I quote "unlikely to be consolidated", meaning current plans are for continuing with the CEZ / Geomet / EMH joint venture.
https://twitter.com/sporazene2/status/1578631709448232960/photo/1
IMO best newa this year as it will allow us to grow into production and a soaring SP.
tsibis, when the main perpetrator of such a buyout says 'unlikely' in their latest report, then what do you think that means? Obviously big business plan well ahead, and if it is not on the cards now, then their opportunity to 'fully consolidate' at a reasonable price (to them) diminishes. So, IMO we (EMH) are plain sailing through to production and big SP gains....GLA
tsibis, looked no further than page 49 of the latest CEZ report (see fingersx post 06:51, first link takes you straight to the page). The fine print states 'These projects [mine / battery] are unlikely to be fully consolidated'.
This is the clearest indication I have seen so far, that EMH will be intact all the way to production....GLA
Starf, as a caveat KC did stipulate CEZ were dealing with the EIA, and they should be experts in this exercise based on their coal mining background. And in addition, they are 70% owned by the Government, so the route to acceptance should be somewhat easier you would assume.
In my mind, the stars are aligned, but waiting on something that we cannot influence or blame on KC, the gigafactory announcement. Although I do agree on your production end date of 2026, in my opinion the EIA / DFS / Offtake are aligned (between now and mid 2023), and finance will be relatively easy, but construction and commissioning will still take us to this timeline end date of 2026.....GLA
OMJ, obviously MB is too busy to communicate with his shareholders, just as he has been for the last umpteen months..... :-0 just look at all the progress we have made.
Some people are in the wrong jobs.
JohnP, politics aside (don't start me on the last 12yrs), I was in a similar position with ZNN except I was in here before BCN debacle, then even topped up, like you, after it. And to be honest, last week I decided this was going nowhere for some time, so cut my losses and took the hit of a few k (luckily my average was around the 11p mark). I do still strongly believe in the Cinovec resource, so just topped up my EMH with my ZNN and hopefully I will then recover my loss quicker. To be honest, it always sat bad with me that Secker was still here. I still hold a small amount here in an ISA, but that will be me for the foreseeable.
Good luck to you on this one.
So who're they gonna call.... ;-)
https://www.linkedin.com/posts/benchmark-mineral-intelligence_flake-graphite-set-to-enter-first-deficit-activity-6980209920126156800-BEC-?utm_source=share&utm_medium=member_desktop
Bought another 6k's worth yesterday, and could be doing with it staying down around this price for a few more months to allow me to accumulate further. But somehow I doubt news will wait that long....a well, happy either way ....GLA
Some potential candidates for CEO in here possibly?
https://www.galp.com/corp/en/investors/publications-and-announcements/investor-announcements/investor-announcement/id/1243/changes-in-galps-board-of-directors-and-executive-committee