RE: Li supply chain4 Jul 2020 10:36
as Lithium isnt available in sufficient quantities yet,and the car manufacturers requiring much more than is currently being mined, surely this would result in an increase in the price of Lithium be that Hydroxide or Carbonate, Highest bidder as it were gets the Lithium, costly??? EMH would benefit... but if you were Tesla VW and any other Carmanufacturer or canny ii with foresight wouldnt you buy heavily heavily into Lithium at the earliest opportunity ie mining! and processing that would greatly bring down the cost to them, therefore making the profit on each car so much more, and making their competitors have to pay more to secure a supply, and who knows even from them too lol nothing new in good business practice from me here but the offer of a total take over of our 49% must be a possible realistic outcome further down the line for EMH? even if it didnt happen we are in such a good place to enjoy the benefits of Cinovec mining and processing with in the Czech republic and selling end product with CEZ, I wonder now what would be a realistic price say in 12 months for 49% of Geomet? It isnt what CEZ paid us for 51% by along long long long way,Fair value isnt close either IMHO Think of the years to come and not just right now.Why arent we daring to think bigger? que Lawrence for stats lol felling very very Bullish .