Do you think that greener Tin will attract a higher price than less green credentials? like lithium ? most likely it would as im sure the Carbon foot print of everything these days is getting scruTINized ( see what I did there?)KC has indicated that theres no problem selling the Tin what so ever but has yes said to whom.
Tee total my whole life , and the islands a nice idea maybe I will get one in middle of and lake in the UK tho the Boos may have ideas on who stays tho maybe no Blondes of any sized Boobingtons we got to get the sp al out higher than it is for that yet but its going well today, news.......
he dissmissed EMH with out a reason,anyone who cant or wont back up an opinion with facts isnt worth listening too, ive not found him to be helpful in anyway at all to the lithium industry ,not worth the time to type this post really. we know what we have in Cinovec .F .....g HUGE!!!
Keith Keeps mentioning VW and im sure most wont be surprised when an agrreement in announced with VW will there be another one with Tesla too? lots of improvment in the figures IMO Keith is being very conservative and not whooping that up, but tits there and DFS will show it im sure,Finance and Carbon footprint all Green lighted very confident very very confident!
RE: VW says wants to get actively involved in Raw mats02 Jun 2021 09:37
Stanley, I can see eveyones point of view on why VW would or more likely wouldnt buy EMH but they do say they want to control so How do they do that? IF they buy into Zinnwalde? or will they have a significant stake in each project going on in Europe to have a say in?, of course they will want to negotiate a long fix term deal business plans are based on knowing costs ahead of time, What is considered long term for these contracts? 5 years with an option for another 5? 3 yrs? I belive Australians dont likelong fixed contract like that at all rather have contracts to supply at whatever the going rate is, and hows that arrived at? discount to going rate etc etc etc How do you control some thing if you dont own it?very vereyvery long contracts? nah but WTFDIK looking interesting tho here isn it?
RE: VW says wants to get actively involved in Raw mats01 Jun 2021 19:02
I dont know why Tesla did not buy out piedmonmt ,if you own it you dont worry at all about Supply ever from that source, if you are a baker you have to buy flour from the miller who buys wheat from the famer , who all want thier profit, if you own all those operations you dictate everything the end price to the customer can be lower thus undercutting your competitors,go figure why Elon didnt buy out Piedmont, I guess theres is more to business than that , I know if you negotiate a long fixed price contract you dont have to worry for that length of time ie such as the 5 yr terms with options but thats just it its not all yours you have to negotiate again at some point ,at the end of the day share holders only want as much as they can get from the investment which ever way that happens not bothered but some options seem more appealing dont they? sensible even? BWTFDIK
RE: VW says wants to get actively involved in Raw mats01 Jun 2021 17:29
would VW buy out EMH or is that not what full control or raw materials means? barring CEZ and there controling 51% of course but deals with VW and CEZ skoda already seemingly going on wouldnt it be possible for that to be VW EMH and being customer and supplier , if you own it you dont have to negotiate contracts down the line except what you pay your partner in the business
Alex I think you worry to much about things that dont need worrying about. The news flow will come regarding off takes, we are told that because its not SPOD that negotiating a contract for hard rock processed Lithium is more complex so theres the reason why we are waiting longer and I think longer contracts are being wanted by the customers ,
to answer one question very simply Why would the EU finance a project with grants and soft loans to have the Chinese come in and take if off out hands? EU wants to be 80% self sufficient I belive,
I do think that of course there could be deals done with companies outside the EU where EU need more Lithium etc at certain times and the Chinese for instance could have an arrangment with any ot he companies with in the EU , as we know VW are in China and who knows what deals they might like to arrange, all total speculation , but I do think the EU wouldnt loan money to a company for the Chinese to take advantage its for the EU , to make itself a powerhouse, look at all those Giga factories! I wonder if they have any loans and grants?
I dont get why investors arent loading up more here now! with this blatantly obvious opportunity to make serious profits! and lock out competitors too, what are they waiting for? the OFF take?sure ly Cinovec isnt going to stay un mined, with the need for VAST quantities of Lithium needed!