Member Info for mick88

Quite surprised how visible SAV have been on Linkedin today, both from their own, and others posts. Good momentum and feel good factor, a breath of fresh air....GLA

J64 IMO, no we will not be taken out by CEZ at least for a few years, and by then the cost will be so restrictive that they will most likely not see any benefit. And my reasons, as always CEZ's own presentation 2 Feb 2023, page 41 (small print) .... * Values of EBITDA and Capex represent 51% stake of CEZ Group on lithium mining project and 10% stake on battery factory. These projects are

unlikely to be fully consolidated.

https://www.cez.cz/webpublic/file/edee/ospol/fileexport/investors/investment-stories/2023-02_cez-investment-story_en.pdf

Lol CM....I've felt lucky for four years, hasn't got me anywhere....GLA

It depends on how you classify short or medium term. IMO 15p in 2 - 6mths and 25p in 1 - 2yrs, That in itself is a phenomenal return on current standings....GLA

Looks like it will be around October and we have the backing of the Norwegian Government...

https://tools.euroland.com/tools/PressReleases/GetPressRelease/?ID=4296469&lang=en-GB&companycode=services

Good post stardrop2, the UK future looks like a countrywide version of the Kentucky coal mining industry - obsolete and a low wage economy. It will be viewed as a historical blunder that there was no UK plans for a post Brexit industrial strategy and if such a plan is not fast tracked (impossible to envisage by the current lot of incompetents), then we will be doomed to play a bit part in the new age industrialization.

Fair enough Skelly85.....have a great day.

And by the way, I am no different from anyone else, and have had my frustrating rants re KC, but at the end of the day, do I still believe in the project? A resounding yes, or I wouldn't still be buying at these silly prices....GLA

Certainly not Skelly85, was just interested whether you trade EMH and wondering if that would influence your commenting?

And as far as inflation is concerned, I have absolutely no idea what you are talking about, if I buy now at 31.5p and sell in 2026 at £3.68, exactly how would inflation impact this? Or are you saying my £3.68 in 2026 wil be worth less here than in the bank? Please explain, thanks in advance.....GLA

Besides being a 'long term holder' Skelly85, do you also trade the EMH share?

ColinH - I am of the same opinion, bring on these troughs (gorging like a pig), love it and accumulating every month in my ISA. It doesn't really matter who the CEO is at the moment, their hands will always be tied by big brother and we either live with it or get out. In the meantime, hope these lows continue until September when it looks likely we will receive the DFS (in any case this year). Pivotal year for EMH in my opinion and the longer the lows continue the better for me AS A LONGER TERM HOLDER.....GLA

My recollection is that if it is not approved by APA on 31 May, it automatically becomes legal (not sure, but after 10 days comes to mind). So, whatever happens we will have a decision for the end of this month regardless of what Government does....GLA

My impression - this reflects really badly on KC in what he has been portraying to his shareholders and the market. But it also highlights what we already knew on the fantastic potential of the project....just later, later, later....again.

link to post from HotCopper (Australia);
https://corporateconnect.com.au/wp-content/uploads/2023/04/EMH-FINAL.pdf
This being the case.....wow to potential.....GLA

on the progress already made in the EU. Every large and small potential project is needed from every source possible in Europe to fulfill the needs of the EU, and they are walking the walk....finally.
https://ec.europa.eu/commission/presscorner/detail/en/SPEECH_23_2461

Totally agree daveri.....BS update. And in addition, I thought there was previous mention of DFS being complete Sept/Oct 2023, not Q4 2023.
I do try to understand the predicament KC is in, being a junior partner and all, but not disclosing simple information, or updating previously referenced points of interest is ridiculous.

on the Subsequent Offering from the BoD and Management, As far as I can make out from their stock market releases:
https://www.nordicmining.com/investors/stock-market-releases/
it looks like 5 members of the board / management have participated in the offering, and at least two have oversubscribed their allocation.
That at least gives me a bit more confidence in the money I've spent protecting against the dreaded dilution....GLA

And Investment Banks (Lazard) alike:
https://reneweconomy.com.au/gas-cant-compete-with-wind-solar-and-storage-even-in-worlds-biggest-market/
There is no going back....GLA

from the leading car company VW....
https://thedriven.io/2023/04/14/vw-says-e-fuels-complete-nonsense-and-combustion-engine-will-be-dead-by-2035/
Every single crumb of spodumene need in the EU (and around the globe)....GLA

PS - considering Sibanye already held 30% stake, they were effectively only buying a further 50% stake in the project (taking them up to 80%). So my *** packet calculation for Fair Value in the event EMH / CEZ buyout was implemented is Euro 4.68 / sh. This is quite enough to put off CEZ from a buyout, considering it is not part of their forward plans anyway (which I've post many times).
So bring on that DFS, permits and FID as we will be taking this to production, otherwise it will cost someone a lot of money (and make all holders a lot)....IMO (obviously).

Sorry duplicated the first link, meant to add this one confirming UDFS;

https://news.cision.com/keliber/r/recently-updated-definitive-feasibility-study-shows-keliber-s-strong-profitability,c3532348