Member Info for Twohits

I like znwd. I like the aseet, location and maxey’s heavy involvement. Emh has a minority stake in a larger asset, but i prefer saxony, it’s OEM alley and the german government a bit more of a powerhouse. Trump’s tariffs should help because they will need to create jobs in the region. That said EMH is decent too, can own both, but if it was just one, i’d hold ZNWD.

Thanks was a good few years. Had some stinkers too :-)

Large mining companies don’t start off as large mining companies. They grow. One of my favourites was centamin mining, i was in at 7p and sold near £2 having taken a few divis. I remember anxiously waiting for the mining plant to be delivered from south america. They just got bought by anglo ashanti. There are scores of junior miners that didn’t make it, the asset has to be teal and viable. This asset so far is real and viable. There are some very astute people invested heavily in this. Henry maxey is one. He will find a way to get financing if the BFS is as good as we think it will be.

Rerates on PFS, then produces a stonking BFS, which proves the economic viability of the project and raises debt financing…

Wonderful RNS!

Actually a great PFS and on time, the EU status has sucked the wind out, volumes are painfully thin!

Well ain’t that a kick in the nuts. Tbh though i think what is good for emh is good for znwd and its still of strategic importance to saxony.

In measured resource should have said!

Wow!

Squeezy = short squeeze, dealers don’t have stock.

This was squeezy before the news. The MMs keep getting lifted, the squeeze will get worse. Snap them up while you can!

It will rip, no shares, trying to spook some out.

This should be higher too, it’s the same resource.

Irishjoker pushing the same agenda.

That’s big!

There’s a difference between going into production and producing lithium in a test. They have produced very pure lithium carbonate. They will go into production in a couple of years, the timing will largely be dependent on li prices I’m sure, but I wouldn’t be concerned about their ability to get there with their backers, it will of course help Znwd, with shared processes and technology. The future is bright.

Yes it is, they’ve produced 99.99% pure Lithium Carbonate in their tests. Strategic partnerships with the EIT and CEZ. EUs largest hard rock project by a country mile, ZNWD is now second.

Yes and these grades are commercial.

Thanks for the geography lesson, i’ve been to the savannah site in Portugal, i would wager you haven’t. It is a tiny resource. There aren’t really any other significant resources in europe other than the other side of the border for this (Czech republic according to my map, been there too). The point of mentioning bacanora (haven’t been there thank god), South America and Africa in general is that’s where some of the other significant resources are.

Keep up pal.

And the price will be 50p.

These guys have proper equity partners, they are not going to go down some convert loan death spiral financing, which is what takes out so many AIM companies.

That’s just not true. They have the same deposit over the border and it is commercial and produces very pure carbonate. Sav’s grades are higher yes, but its resource is tiny, about 8% of this.

This asset is in the same area as the OEMs in saxony, not some hellhole in Africa or South America. You cannot just compare the grades. Bacanora is in a province controlled by organised crime lords. I couldn’t care how high their grades are, it’s uninvestable.