Member Info for mick88

I don't think 25k shareholders of Nemaska#1 will be best pleased (which I was one of) as we had our stake aquired at ZERO value. And there is still a potential class action for them to contend with, so I don't know what Livent are thinking of (I'm also a long term shareholder of them).
Total corporate shenanigans going on....:-(

WiseI, nice positive take and summary.
I have been musing the issue of the 2022 PFS for some time, as that RNS came out the blue and was not high on the list of expectations of EMH shareholders back in January. It is only now that with the downtalk from CEZ on the timeline for the DFS, that I realize that KC may have outmaneuvered CEV (in particular) and any other potential suitors who may have thought they could acquire EMH on the cheap. KC has referenced on many occasions the buy out clause in our contract with CEZ, and when he speaks about this in interviews he always seems to have a glint in his eye. The strong indication is that the contract is not based on actual current value, but potential market value. So IMO the 'boss' was preempting delaying tactics by CEZ on the DFS and getting it out there and on paper this growing potential value based on current figures. He even under estimated the current figures to use in the PFS, again in my opinion for the reason of not being accused of being overoptimistic. For me this is a masterclass move as the two things it does is vastly increases the value of EMH in any takeover bid, and dissuades any such bid in the first place. Brilliant....GLA

Plenty buyers, and plenty big prices to sell at (5650usd)....GLA

https://twitter.com/RodneyHooper13/status/1519245218100682752

At No Price thanks Osaka - I'm sick fed up of investing in juniors only for the rug to be pulled from under the feet when within touching distance.
For me, I want to be part of this project long term... GLA

Wise-I, it's interesting you hypothesise 40k ton/yr as that would fit in nicely with a merger of EMH / ZNN (the neighbours just across the border sharing the same deposit).
Some with shares in ZN have bemoaned the inactivity in their investment, afterall it wasn't that long ago their shares were in the high 20's, now seemingly held around 13p.
My conjecture only....;-)

Blonde-a, the CEZ spokesman Roman Gazdik was pretty vague on his timescale I think, which in itself does not instill any confidence in his assumptions. I would much rather wait on news from KC (who seems a shrewd cookie) and EMH.
IMO CEZ are quoting these timescales to suit their battery factory decisions, and not based on the actual progress of the project. I do not think they will be able to hold the project back to suit their own means if the FID is made Q1 2023, and EMH have established their approx half of the funding. All other requirements are work-in-progress, so it would seem to me the CEZ timescale unrealistic.

Thanks Rpks - things on the move....GLA

Good bit of news tony, and interesting photo as I hadn't realised there was so much kit required to convert the raw material pre chemical processing.
And bonk, every share counts at this stage that 10k will be multiplied by a factor of at least 10 in five yrs time.

It would surprise me if any major OEM would consider buying a junior pre production when they could pick up an established LI miner / chemical supplier like Livent for around $4B. After all, it is not as if the VW and Teslas's of the world could not raise the cash. And if you buy into the theory that from this year onward there will be a supply deficit (and massive price increases) then they cannot afford to wait and hope for production from a junior? IMO Livent will be a prime target for the major car manufacturers, not just for their current output, but also their well advanced planned future output.

excellent theorizing Starf. And in the last week, DA has substantially raised visibility of the project which to me indicates an imminent decision / announcement by the APA.

And to bring this into context dumbp, does anyone else speculate about the appointment of RBC?

Lol....no doubt that comment would have been made after having just finished a 10hr artesian shift, where else would the investment shekels have come from.

on Linkedin again;
https://www.linkedin.com/feed/update/urn:li:activity:6914822501017477120/

Cranking up the volume... GLA

Agree StarF, and the ball is clearly in SAV's court. Wouldn't Galp / Northv look silly progressing a chemical factory without securing the local supply of an essential raw material (that is getting progressively more difficult to come by).
Exciting times to be a SAV holder....GLA

StarS - when you ref a deal, do you mean GALP acquiring a 10% share of SAV? My understanding was that we had walked away from that? And IMO, rightly so as things were moving too slow, at the same time raw matetial price increases were rocketing. Different ball game now to when we were considering the original deal with GALP, no doubt they'll still be talking, but I would assume the conditions now favour SAV substantially. ....GLA

in the run up to (and after) the new Government is sworn in on 30 March. Will be keenly watching the market the days before, and expect announcements soon after the big day.
Linked to this another strong sign things will move quickly is the appointment of new Ministers, in particular the top Economy position which will be filled by the previous Minister involved in the 'EU Recovery Programme' funds (see below):

Antonio Costa e Silva, who drew up Portugal's pandemic recovery programme for the use of 16.6 billion euros ($18.26 billion) of EU funds, will be the next economy minister.
https://www.reuters.com/world/europe/portuguese-pm-picks-former-lisbon-mayor-new-finance-minister-2022-03-23/

SO THERE SHOULD BE NO DELAY OF FUND ALLOCATION WHEN THIS STARTS TO MOVE.

Hi Dee (you led a wonderful effort at BCN)...hope you are just as much on the ball here. For me, the timing would be shear luck rather than expertise... :-)

with a speculative 112k. Hope I bring some luck on board.... GLA

JumpS - I don't often post, but yours is words of wisdom that deserve a shout out.

So, to celebrate your birthday, my choice is also today.... ;-)