Member Info for Noise

Why would I report you to the FCA for being a grumpy prat?

Go away you charlie.

PS has there been any developments on 201 in the last 6 months?

I was quite fond of that drug, but I sadly lost patience and invested elsewhere for a long while. Thankfully, my gut instinct of piling into index trackers since April 2020 has been a surprisingly good punt.

I suppose it's a good sentiment day for trading. Nothing wrong with that.

Just don't drop £10k at 2pm and wonder where the traders disappear to at 4:25pm ;)

Antelope, yeah it's pretty easy. Check posters LSE posting record, check the last few RNS for anything along the lines "SUCCESSFUL EQUITY PLACING" and see who the marketing/broker teams are.

Be careful to avoid accidental accusations, as it's a relatively small world broker/marketing wise. But the amount of times you will notice the same people involved in the finance + a frothing positive posting record around the time of swamping equity onto the market..

It's more of a problem in biotech stocks I find.

I've played this fun game with AIM message boards, trying to suss out punters with slightly odd and jarring opinions.

It's a highly depressing but successful game, that often drags out the probable intentions of serial AIM message board punters, who appear to post regularly during the 9-5pm hours with rabidly pro/anti opinions on specific stocks.

Who posts on AIM message boards? Often the marketing/social meeeedja darlings, plus the boat load of brokers and their financial partners who tag onto a company and try to sell equity. Also - investors and sheep.

Curiously enough, Mr Punter spends the vast majority of his time on 3 specific AIM miners. I'll just note that, for all three companies he posts in, they all list the same finance broker (same company, same individual).

An accidental correlation I am sure.

I assume EMH will have part involvement with the Lithium chemical processing plant. I would guess the Gigafactory is CEZ/VW/Eastvolt's domain. Mining and processing on EMH's side.

Wildcard that EMH ends up providing the concentrated ore, with CEZ running the lithium processing side perhaps.

Nice 92.5p

Sizzling.

Frothing up quite nicely, someone just took ~ £12k at 87p

Sooo, VW have ploughed an extra 500m euros into Northvolt, having placed ~ $14bn euros worth of battery orders with Northvolt already.

Not a trivial day at the supermarket.

UK peaked at 86p now

Depends, 51% of the Cinovec mine is effectively (via CEZ) on the Prague Stock Exchange already.

CEZ share price has doubled since 2017.

I am not entirely sure what the long-term plan for Cadence minerals is? (I assume they still have 11% of EMH).

Antelope, supply and demand is a funny old creature.

VW is a German biz, if the German financial press is talking about EU and Lithium, the EU investor demand will be higher. For sure, us Brits do pay attention to VW newsflow, but as its not a FTSE company we pay less attention, it's also marginally harder to hold (direct) stock in VW for smaller investors.

Also, the AIM market in London is... not the best regulated and policed market in the world. If EMH were to become a success and become FTSE-able (hm, there are some bizarre listing rules), the share price would go bananas.

Interesting, always difficult to know if the CEO visiting for government talks is one of those "fact finding" missions, or applying the "rubber stamp of approval" for contract that your business team has already approved.

If EMH are posting presentations this month showing anticipated offtake agreements by the end of Q2 2021, that is a remarkably good investment timeline.

As always, the devil is in the detail. Would they have gone through this much drama for a 25kt LiH mine? I think not. Phase 1 - 25kt!

Phase 3: Underpants and 75kt.

FPV, hydrogen will have strong uses for energy storage, not so much home storage or EV.

Very interesting RNS yesterday. I am not sure I fully understand it, but is this early stage treatment? (not final with seriously ill patients?)

Great link back there btw, I hadn't heard about the EU green deal new regulations:

"As a part of the European Green Deal, the European Commission proposed in December 2020 that, beginning July 2024, only rechargeable electric vehicles (EVs) and industrial batteries with declared carbon footprints will be permitted into the EU."

Curiously timed 3-9 months after EMH (phase 1) is due online.

I will chuckle to the bank if we get a 75k Lith hydrox mine.

Curiously, it's completely different for the the Australian miners, who seem to have a far more ethical mining investment environment.

For clarity, I love EMH, been here since 2016 and the crazy early days.

Bob, yes I am very skeptical about AIM and AIM miners in general, there's a noticeable trend that directors and banks come out of AIM miners with very rosy cheeks.

There's a strong pattern of get in early when the PR budget is flexing and people are making wild ridiculous stories about future revenue, get out while it is bubbling, then watch it stagnate for 5 years due to 6 monthly equity raises from bucket shops, where it may eventually perform great 3-6 months before the mine opens & the mine is de-risked.

Zinnward as currently considered, is frankly a rounding error on EU lithium demand.

Heck, it's a rounding error of VW's potential requirements.

A good little German mine perhaps, but not special.

EMH @ 7 million tons of lithium is ridiculous. Have you ever calculated 7,000,000 x $12,000 ? It is a surprisingly big number.

I am in Zinnwald, but it's tricky judging the pros and cons of a potential deal with EMH.

Is it good for competition to have 2 mines nearby?

Or is it better to keep costs down to form some kind of partnership, in my head it probably makes more sense for them to operate Cinovec & Zinnward as separate mining entities, but perhaps having some form of cooperation on the processing factory design/resources, possibly even through to a 'generic end product' for different end users.

If nothing else, it adds some backup/dual sourcing/parallel process opportunities.

I cannot see Gangfeng buying either, I would expect the CEOs would have realised that would not be a highly popular EU move and would complicate finance offerings.