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Evening all - good day today, nicely building towards the news rich period

Strange BB obviously frequented by a group of bashers with a clear agenda.

Since I started posting here, iv only shared facts about the company and what's happening in Europe now and recently 1 post a day, and when I check in at the end of the day 20+ majority nothing to do with what's happen now, what's coming or the Asset. Soon the bashers won't have anything to say. Especially after a 49million euro grant!

The Just Transition fund was specially created to help countries of the EU to phase out from coal - specially coal+ regions, which the Czech Republic is one generating 40% of 2023s energy from coal. CEZ owns a large majority of the coal production and is phasing it out - CEZ being the state power company 70% government owned helps when recieving such things. They plan to use are tailings to rehabilitate the coal deposits which is good ESG for both CEZ and EMH. The only 11 companies the moneys going too.

https://youtu.be/3Tl6Q4-5EOo?si=YW91Dtx6qAlOvPuU listen in at 3.33

Over the next 5 years 25000 coal Jobs will be lost in Czechia, that can be replaced with 1000s from clean mining the countries lithium and magnamise deposits, alsos the expect 5 - 7 thousand jobs that can be created by this potiencal new 8bn Czech gigafactory offer currently being negotiated. Anyone think there would be a Gigafactory in country with the state power companies involment, EMHs partner CEZ. Czeck lithium in Czeck built battsries and cars.

Then the complaints about keith;

Does anyone seriously believe keith is to blame for the current delays, with CEZ as a major partner? Or do you think Europe as a whole has been slow, until now?

Times of maximum pessimism can be an an opportunity - we're bouncing off priced to fail at half the banks price and equal mcap to Grant ( you would think people would speak about this more instead of trying to cover it up) while things have never been more on our side for us to come online. The current price is an opportunity because of this, and research at the moment while there's FUD being spread is our edge. We was in the 30s in December - Others will be buying above the banks price after the grant or strategic status for the DFS, Offtake and FID that follows, then others after than to hold to production.

Every article I shared this morning were new from the last few days about the CMRA - as expected, more and more are coming out now leading up to May. Iv shared 3 separate interviews from the last 3 weeks on what May means for mining in Europe. All worth watching.

tick tock to news - while starting to see alot of articles the last fews days as we get closer to the cmra fully starting in early may. il share a few.

https://www.euractiv.com/section/energy-environment/opinion/raw-materials-mining-in-europe-responsible-necessary-and-ready-to-deliver/

example four: raw materials security. innovation and access to necessary raw materials goes hand in hand. there will not be any innovative europe if we depend on autocratic regimes to produce our innovation. to be secure, europe must ensure access to the most important raw materials for technologies of the future. we have to stop being dependent on russian gas, yes, but now we should not become depending on chinese lithium.

https://www.euronews.com/business/2024/03/12/heres-why-europe-needs-to-revive-its-mining-sector

https://www.euractiv.com/section/energy-environment/news/commission-must-act-on-critical-raw-materials-strategy-say-meps/

https://www.reuters.com/markets/commodities/european-firms-banks-must-boost-investment-critical-minerals-official-says-2024-04-22/

good thing we're already backed by a bank... at more than double the current price - and by the main force pushing the cmra and it's 17 strategic projects for raw meterials saying lithium mines are no regret investments.

with all the above, it's understandable why the dfs has been delayed - europe as looking to set the standard for fair and clean mining - and all metals produced will have to come with a carbon passport - are carbonate and hydroxide is exceptionally and plans to be powered cezs green energy from cez.

the just transition fund is all about phasing away from coal. the czech republic is a one of a few coal+ regions on europe. we're soon going to recieved a 49mil grant, and hardly anyone seems researched enough to know it.

she's going to boom soon, nows the time for people aware of emh to start catching up on research.

https://www.euractiv.com/section/energy-environment/video/exclusive-interview-with-maros-sefcovic-about-made-in-europe-electric-vehicles-and-the-competition-with-china/

significant interview worth watching about the cmra and what it means for evs and mining.

https://x.com/czechlithium/status/1750112472483135495?t=qe***a3b0tla_viwaan59a&s=08 from this guy - the fuse is lit for emh

have a good day all

The Critical Raw Materials Act’s adoption is the first important step to getting this ball rolling. Our companies will start applying for strategic project status and the accelerated permitting that brings.

But we need the next European Commission to go further and faster, delivering much strong policy incentives that rival other parts of the world, and with real urgency. We have readily available solutions – like our proposals for derisking renewables power purchase agreements for power intensive metals producers – which urgently need unblocking.

We need a dedicated EU raw materials bank, we need action for globally competitive and decarbonised energy, and we need an alignment of EU regulations towards the one common objective of industrial and economic growth.

Let me give you three reasons why going further and faster is so important.

First, the more metal we produce here, the more sustainable our energy transition. Take nickel for batteries: achieving the EU’s 40% processing benchmark will produce at least four times less greenhouse gas emissions than the coal powered Indonesian nickel dominating today’s market. This alone will save the equivalent of the annual emissions of 1 million petrol cars.

Second, the more metal we produce here, the more secure our energy transition. In the last two years, we’ve seen China restrict exports of germanium, gallium, graphite and rare earth equipment. We don’t know what’s next, but we’re confident there’s more to come.

And third, the more metal we produce here, the more jobs we’ll be maintaining and creating in the areas of Europe that need them – from Sweden’s arctic north to Germany’s industrial heartlands and the southern tips of Italy, Spain, and Greece.

That’s why we’re sending out a strong rallying call today for European raw materials resilience.

Our industry wants to commit to ‘cooking up’ real raw materials resilience in Europe and for Europe. And we have a clear and actionable recipe to make that happen.

Now we need the European Commission and national governments to act with urgency to make sure we have the same well-equipped ‘industrial kitchen’ as our rivals.

The Critical Raw Materials Act has set the scene, now the real action must start. It’s

once our closed industries reopen and new investments are finalised, that we’ll be

able to applaud Europe’s success.

Let’s make it happen.

All of this starts the week after next and all is great for for CEZ and EMH. With news this week before hand. EMH is set for a massive Q2 and 2024 onwards - bouncing off the over done bottom, equal mcap to the Grant, still half the banks price.

Our 2030 trajectory is clear: The Critical Raw Materials Act sets ambitious but vital goals for Europe to grow its metals resilience to supply the energy and digital transition. Now, the challenge is equally clear: delivering on this, and with speed.

Evangelos Mytilineos is the President of Eurometaux.

We as a sector have a clear message. We can deliver for Europe, if Europe delivers too and unlocks our full potential. But the window for real action is fast closing, risking an energy transition built on unsustainable metals dependencies.

According to our new forecasts, meeting the EU’s 2030 raw material goals will require the opening of at least 10 new mines, 15 processing plants, and 15 recycling plants in Europe.

Europe also urgently needs to reopen its curtailed capacity, still impacting over 20 existing operations that represent around 50% of the EU’s total capacity in the aluminium, silicon, and zinc sectors. We must start financing global mining projects, act to raise recycling rates and circularity, and address our raw materials skill gap.

First, the good news. In Europe, we currently have over 70 mining, processing, and recycling projects in planning. We’re committed to high environmental and social protections to differ. If a majority become operational by 2030, Europe could reach some or all its benchmarks for lithium, copper, aluminium, nickel, cobalt, and silicon.

For other raw materials, like platinum group metals, strengthening Europe’s existing base and trade links is the major priority. And we’ll still need new project announcements too, from rare earths to gallium to germanium.

But very few projects have resulted in final investment decisions to date, especially after a deterioration of EU business conditions in the last three years, primarily driven by high European energy costs, increasing regulatory load, and the subsidies available to investors in competing regions.

Take lithium: although Europe has almost 20 mining and processing projects in its pipeline, only two currently have a confirmed start date today.

In the same period, other regions have launched their own critical minerals support programmes, from the US Inflation Reduction Act to new funds from Canada, Australia, South Korea, and Japan. Global capacity is ramping-up in regions powered by coal. The US will open its first aluminium smelter in 45 years.

That’s why we’re calling on the European Commission to act urgently and bridge our growing competitiveness gap – saving and creating jobs while fostering innovation.

2030 is only around 2000 days away, meaning our window for finalising investment will be closing imminently. Without a real business case, we’ll see more investments and capacity permanently leak abroad. This is bad for our economy and our climate.

hi all, hope everyone's well

this is the week things start to get exciting - we have the april announcement stage - referenced again in the new video i found from 3 weeks in singapore - perfectly coincidencing with the cmra coming into full force - which is massive for emh while the largest lithium deposit in europe and a globally significant tin resource.

https://youtu.be/hanalr9desg?si=v1vmd1nldamqjzn5

https://x.com/marossefcovic/status/1780687644663685580?t=7gfuddf8rpcbrlcgn8xsfg&s=08

https://x.com/czechlithium/status/1750112472483135495?t=qe***a3b0tla_viwaan59a&s=08

keith said cez have been invaluable and that more will come of it during the announcement stage at end of april. we know there will be upgrades - but there's also this which can be a major green light https://www.engineeringnews.co.za/print-version/european-metals-flags-potential-improvements-in-delayed-dfs-2024-03-27

"as europe's largest hard-rock lithium mining and processing project, the cinovec project is applying for and is expected to receive strategic project designation under the crma.

the project has already been granted strategic process status under the eu's just transition fund."

the cmra starting early may while the czech government have the 8bn gigafactory factory offer on the table.

https://centraleuropeantimes.com/2024/03/mystery-ev-firm-to-build-eur-8bn-plant-in-czechia/

sikela also revealed in november that czechia is in discussion with five other potential ev plant investors “from other continents”. fiala said, “the gigafactory project is a strategic government priority, and it is in our interest to have the entire chain from lithium mining through the gigafactory, i.e. battery production, to the final products in czechia.”

https://www.lse.co.uk/rns/emh/czech-pm-visits-cinovec-signs-moc-with-saxony-pm-mwkqeepvayfkxu7.html

then also approaching a grant in may thats worth more than the current mcap....

https://youtu.be/3tl6q4-5eoo?si=yw91dtx6qalovpuu

listen 3.33

https://youtu.be/qellbp1vzi8?si=cbclhkye9bjvghp7

listen 4.55

keith hasn't been slow - europe has been slow, until now. having a major partner, who's the 70% state owned power company helps with all the above. the prime minster wanting all of this - while less than half the price the bank paid.

dfs and offtake are expected to come to fruition after the above - the hydroxide news was one of the final pieces. the sp was in the 30s in december - now have company making weeks and couple months ahead. grant and were back above the banks price.

morning - happy friday.

my one post for the day.

clear government support indeed. remember cez is the state power company and also 70% owned. as the crma comes into full force the week after next. next week likely the april announcements and then grant in may currently more than the whole mcap. nothing in a straight line, people will trade momentum but we're still less than half of the price the bank paid, while it all starts to get exciting with the crma

https://x.com/czechlithium/status/1750112472483135495?t=qe***a3b0tla_viwaan59a&s=08

https://x.com/marossefcovic/status/1780687644663685580?t=7gfuddf8rpcbrlcgn8xsfg&s=08

sikela also revealed in november that czechia is in discussion with five other potential ev plant investors “from other continents”. fiala said, “the gigafactory project is a strategic government priority, and it is in our interest to have the entire chain from lithium mining through the gigafactory, i.e. battery production, to the final products in czechia.”

entire lithium chain means emh which the prime minster has expressed he wants multiple times

https://www.expats.cz/czech-news/article/czech-government-mulls-lithium-mining-in-usti-region

the european mining industry is on the brink of a significant development phase in the short and medium term. this is especially true following the european government's recent approval of the critical raw materials act, a project initially proposed by the european commission a year ago. once signed by the president of the european parliament and the president of the council, the act will officially come into effect 20 days after publication in the journal of the european union. this approval holds great importance for european mining ambitions and the participation of member states in the energy transition. the act's approval paves the way for strategic extraction activities for advancing green technologies, as outlined in community plans, through the extraction of minerals deemed "critical" for europe's environmental sustainability. this act is widely acknowledged as one of the key tools to help europe achieve its goals of climate neutrality and the european green deal.

https://centraleuropeantimes.com/2024/03/mystery-ev-firm-to-build-eur-8bn-plant-in-czechia/

The European mining industry is on the brink of a significant development phase in the short and medium term. This is especially true following the European government's recent approval of the Critical Raw Materials Act, a project initially proposed by the European Commission a year ago. Once signed by the President of the European Parliament and the President of the Council, the act will officially come into effect 20 days after publication in the Journal of the European Union. This approval holds great importance for European mining ambitions and the participation of member states in the energy transition. The act's approval paves the way for strategic extraction activities for advancing green technologies, as outlined in community plans, through the extraction of minerals deemed "critical" for Europe's environmental sustainability. This act is widely acknowledged as one of the key tools to help Europe achieve its goals of climate neutrality and the European Green Deal.

-

As Europe's largest hard-rock lithium mining and processing project, the Cinovec project is applying for and is expected to receive strategic project designation under the CRMA.

The project has already been granted strategic process status under the EU's Just Transition Fund.

-

Going well. April announcements perfectly coincide with the full publication of the CRMA - we know there will be upgrades of sorts, inclusion of the Tin could be an instresring possibly , keith has also said they intend to model for phase 2 production from 30,000 tones per annum to 60,000 which - keith has also said CEZ have been invaluable and that more will come of it during the announcement stage at the end of April - possibly regarding the 17 strategic projects, possible connection to the 8bn Czech Gigafactory offer. I don't expect all of the above at once but it's all whats ahead, Grant is expected in may/Q2 - We know DFS is large majority complete - Offtake partnership expected to come to fruition alongside DFS. Going well but it's still just the begin, the mcap is now equal price to the Grant alone!

The markets been terrible but has produced some massive opportunities - theres the companies that will survive the storm, with the assets that will never just be left in the ground. EMH ticks all my boxes. The largest lithium deposit in Europe + a globally significant tin resource, Major backed, Government backed, backed by European investment bank at double the current price. Short, medium and long term great investment in my opinion based on timing, all the above, the logic and the asset.

A quick summary

EMH is Largest lithium deposit in Europe - the 5 largest non brine in the world, also a globally significant tin resource

In the coming weeksbthe EU will announce 17 strategic projects under the Critical Raw minerals act

https://www.engineeringnews.co.za/print-version/european-metals-flags-potential-improvements-in-delayed-dfs-2024-03-27

"As Europe's largest hard-rock lithium mining and processing project, the Cinovec project is applying for and is expected to receive strategic project designation under the CRMA.

The project has already been granted strategic process status under the EU's Just Transition Fund."

Announcement stage end of April

Geomet and DRA Global were reviewing the findings, with an announcement expected before the end of April outlining significant improvements and developments.

"They have been very helpful in country, they obviously have significant in country resources, and significant in country experience, which is proving to be invaluable for us, and i think more will come of that as we come to this announcement stage at the end of April" Refrence CEZ

Fully funded To FID by 17bn partner CEZ ( who's the 70% government owned state power company )

49mil Grant coming in may ( still more than the mcap) https://youtu.be/3Tl6Q4-5EOo?si=YW91Dtx6qAlOvPuU

I found 2 interviews where he actually says I think by accident that they have received the 49mil grant - this one and this one - https://youtu.be/QeLlbp1vzI8?si=CBcLhkYE9bJvGHP7

3.33 in the first 4.54 in the second

In the one from last week he said we have been pre approved and the money should become avaliable to them in May.

https://www.lse.co.uk/rns/just-transition-fund-approves-cinovec-project-hvgte7a76r3slkw.html

DFS and Offtake to follow - last week's news was one of the final parts of the DFS and offtake and DFS are expected to come to fruition together. We also know Offtake is in hand and advanced.

Also waiting on further news in connection to a new 8bn gigafactory offer the country currently has.

https://english.radio.cz/government-discloses-plans-ev-battery-gigafactory-karvina-8810603

https://www.lse.co.uk/rns/EMH/czech-pm-visits-cinovec-signs-moc-with-saxony-pm-mwkqeepvayfkxu7.html

Currently a circa 2bn Npv not including the Tin - 30,000 Tpa to upgraded to 60,000 which for anyone who knows is major numbers.

IMHO opinion based on the above, I see EMH as an actual safe smart investment op that's should never have been down here in the first place. Government backed, major backed and 6million invested but the European investment back at 42.3 after 9 months of DD, they will also be part of the FID that follows DFS and Offtake - A world class asset like that would never be left in ground - it either does get left in the ground, or it comes online and it's a 12 - 24 month 10x+ investment - company making Q2. Major in the making. Dyor and Atb

https://x.com/someuwin/status/1778337426223632472?t=Ct6

Morning, hope everyone's well

The CRMA was officially signed at the end of March - looking forward to hearing more shortly - in well time for the April announcements.

Interviewer "Your partner on the project is CEZ, the czeck utility company, major utility company - are they aligned with what you and your company want to do with the development of this project?"

Keith "Absolutely, you know CEZ is a very big organisation, but the key people from CEZ from our perspective are very much aligned with us in terms of the timelines of bringing this project to fruition as quickly as possible - its very positive for them, you know, they still have aspirations about being involved in a gigafactory - a battery factory in the Czech Republic."

"They are very much aligned with green energy, they have been moving away from coal for many years now and have an acting winding down programme. They have many green assets themselves, wind power, solar farms ect and they have commited, to provide green energy to this project, and they would very much like the see the project move ahead as quickly as we would like to see it move ahead."

"They have been very helpful in country, they obviously have significant in country resources, and significant in country experience, which is proving to be invaluable for us, and i think more will come of that as we come to this announcement stage at the end of April"

Any Giga factory in the Czech Republic will go through CEZ, the state power company. How many other company's are backed by 70%government owned Majors. Details on the gigafactory can also come at anytime.

---

Geomet and DRA Global were reviewing the findings, with an announcement expected before the end of April outlining significant improvements and developments

---

This review process could significantly improve the economic and social/community outcomes. Geomet considers this to be an important development in the Project and makes a further delay in the DFS well justified.

The SP was in the 30s in December, a fall for the delay is the impatient to the patient - still less that half the price that Bank paid...still less than the value of the Grant. Undervalued and bouncing off the bottom approaching news

Czech Prime Minister Petr Fiala said his government is looking to facilitate lithium mining as it is a strategic raw material for the recovery of the Czech economy. The Cínovec area, located 100km northwest of Prague, holds the largest lithium deposit in Europe. Geomet, a Czech company that is part of the energy giant ČEZ, is running the deep mining operation, which is expected to start between 2026 and 2028.

EMH near term news flow

- April announcement stage

Geomet and DRA Global were reviewing the findings, with an announcement expected before the end of April outlining significant improvements and developments

The EU should announce there 17 strategic projects next week if not the week after - As Europe's largest hard-rock lithium mining and processing project, the Cinovec project is applying for and is expected to receive strategic project designation under the CRMA.

The project has already been granted strategic process status under the EU's Just Transition Fund.

Or connection to the new Czech Gigafactory

https://centraleuropeantimes.com/2024/03/mystery-ev-firm-to-build-eur-8bn-plant-in-czechia/

Sikela also revealed in November that Czechia is in discussion with five other potential EV plant investors “from other continents”. Fiala said, “the gigafactory project is a strategic government priority, and it is in our interest to have the entire chain from lithium mining through the gigafactory, i.e. battery production, to the final products in Czechia.”

The 49mil Grant in May - still worth more than the whole mcap currently - the grant brings them into first stage production faster in 2026 circa 30,000tpa.

https://youtu.be/3Tl6Q4-5EOo?si=YW91Dtx6qAlOvPuU

2 interviews where he actually says I think by accident that they have received the 49mil grant - this one and this one - https://youtu.be/QeLlbp1vzI8?si=CBcLhkYE9bJvGHP7 3.33 in the first 4.54 in the second

All of the above and are major catalyst that should see us back to the 42.3 price the bank paid - fell from the 30s in late December for a delay

Upgrades to increase production to 60,000tpa at some point - Major Numbers + inclusion of the Tin

DFS\Offtake may/june

Government and Major backed - fully funded to FID - funded and partners with the European investment bank who Paid more than double the current SP.

This makes Cinovec the largest hard rock lithium deposit in Europe, the fifth largest non-brine deposit in the world and a globally significant tin resource.

36mil mcap - IMHO based on the above will do really well short medium and long term from here

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