Member Info for Wiseinvestor23

Out of curiosity? Are any of you posters holding? It just really doesn't seem like it

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.

They were already good.

The European Union's Critical Raw Materials Act (CRMA) has now been formally adopted and will shortly enter into force. This is a significant development for the Project in several ways. The CRMA will legislate for shorter and simplified permitting processes for European critical raw materials extraction projects.

In addition, the CRMA will provide the framework for the designation by the European Commission and Member States of projects deemed "Strategic Projects". Such designated projects will receive political and financial support to enable the projects to reach production in the shortest timeframes possible, contributing to the fulfilment of the green transition and affording the European Union a degree of critical raw materials independence.

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.

From here I plan to start building my position. The grants already close to double the current mcap.

Surely this is about to dramatized.

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The European Union's Critical Raw Materials Act (CRMA) has now been formally adopted and will shortly enter into force. This is a significant development for the Project in several ways. The CRMA will legislate for shorter and simplified permitting processes for European critical raw materials extraction projects.

In addition, the CRMA will provide the framework for the designation by the European Commission and Member States of projects deemed "Strategic Projects". Such designated projects will receive political and financial support to enable the projects to reach production in the shortest timeframes possible, contributing to the fulfilment of the green transition and affording the European Union a degree of critical raw materials independence.

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.

Over the coming weeks - I'm rebuilding a large position here. I feel for the long term holders than held the whole way up and down - for me it's always been about when to reenter - from here EMH are set for a good 2024 and beyond

Keiths words. It changes interest and overall capex.

Your really loud - but are not really saying smart things. Also appears you've been doing this for sometime. I'm the one that rode this from 12 - 90

I can't believe I can buy in this range again - iv only recently started reentering. There hasn't been a placing of bad news - just delays, impatience and uncertainty. You speak like the DFS is never going to come, RNSED in December to say Q1 and confirmed by Keith a month ago in an interview that you don't even seem to have watched.

It's days away, I don't mind if it's in April. Buying now at these prices, are lucky. DFS unlocks offtake and sounds in hand already. Do more research Skelly, your a clear scaremonger but nows the time to be buying, cheap enough.

Have a good day all

Https://www.euractiv.com/section/politics/news/czech-lithium-could-contribute-to-european-energy-security-says-pm/

"It is a chance to attract new investors to the region, improve the standard of living and create thousands of jobs. We have a chance to create a centre of modern energy and renewable resources from a once coal region,” Fiala said on Tuesday during his trip to the region where he met with Saxon Prime Minister Michael Kretschmer.

According to the prime minister, cooperation with Saxony is also important, which is why they signed a memorandum on cooperation on strategic projects, including extracting raw materials such as lithium.

Deep mining at Cínovec is being prepared by Geomet, a company majority owned by Severočeské doly, which belongs to the energy company ČEZ Group. The final feasibility study, which will answer basic questions related to the possibilities of lithium production at Cínovec, will be ready by the end of this year. Actual mining could start in late 2026 and 2027."

It's interesting the tone of the impatience - it sounds like your no holding....

Remember what were investing in - and understand the markets been bad and in Keiths words "were finally coming out of a high inflationary environment"

On Dec 28th we RNSed that it would be Q1 - The one month old interview shows it's very very close - and is the catalyst for offtake and funding - and intriguingly grants were mentioned as potential macro factor in the timing of the DFS

Were 1 of 11 finalists for a share of €300 just transition budget for this region specifically to help move away from coal. Then you read what the PMs saying in the article above?

From the impatient to the patient - I don't mind if I comes during April - it's close and it's sounds like so offtake and possibly a large grant. Real investment that can bring 1000s of Jobs - CEZ are the state power company 80% owned by the government

A project like cinovec would never not come online and Keith is still telling us he's confident of this a month ago.

Dyor - current price for this company is an opportunity

Keith*

The first call for grant applications under the JTF opened on 14 November 2022 and closes on 31 December 2023.

Given the total amount which may be applied for by the eleven designated Strategic Projects in the Usti region in the first call is CZK 8.3B (approx €350M) and that the funds allocated in this first call from the Just Transition Fund to these Strategic Projects totals CZK7.3B (approx €300M), although there can be no certainty, the Company is confident that Cinovec will receive a significant portion of the funds applied for from the JTF for the Project.

The maximum funding to be made available upon application to each Strategic Project in the Usti Region is CZK 1.2bn (approx €49M). The Cinovec Project has been allocated the maximum possible JTF grant of CZK 1.2B (approx €49M), subject to passing through the application process, funds remaining available and obtaining the necessary permits for the early-stage Cinovec work programmes to which this grant funding is planned to be applied to, in particular the early full development of the twin decline entry/egress system for the mine.

Accordingly, Geomet s.r.o (the Cinovec project company) will apply for JTF Grant funding for the maximum amount of CZK 1.2B (approx €49M).

Executive Chairman Keith Coughlan said:

"I am very pleased that the European Union via the Just Transition Fund has approved the Cinovec Project as a Strategic Project for the Usti Region of the Czech Republic. This approval provides further evidence of strong support from the Czech Government and the European Union and the Europe-wide recognition of the critical part which the Cinovec Project will play in enabling the EU to reach its stated goals of lithium self-sufficiency by 2030.

Reference new NPV - Paul was saying the deal with the offtakers will have an incorporated floor and ceiling price of the 17,000 to the 27,000 - the previous 1.9bn is based on 17,000 - 27000 takes it to just under 3bn

Sub 30mil mcap - one of the largest lithium deposits on the planet - hopefully CEZ can help with us receiving the grant funding

Lol - your hilarious

I previously purchased EMH around this price and rode it 80+ - I sold the majority of my PF when the war started

Bad market - inflation up the majority of 2023 now down - the most boring time of the ladonde curve is PFS to DFS.

Again, the largest lithium deposit is Europe will never not come online and the demand for lithium is going nowhere. I never though I'd be buying again sub 20. Impatience and fear is the reason for the current SP - DFS days away/ pos some weeks - will lots of parts move in the background. I'm curious about the 49mil grant

Anyway - dyor and ask what's around the corner from here? Our previous NPV was 1.9bn, let's see what's in the DFS soon - currently a sub 30mil mcap

Keep up

Interviewer "Partnership/offtake - weve spoken about Partnership offtake atlength for long period of time - how confident are you this particular agreement will drop in the near future?"

Keith "Its a juggle because of the macro factors but as iv always said, we do want a partnership agreement. This is not a customer sort of arrangement and the other parties want this aswell. So this is a long term partnership with exactly the right sort of people we want to be selling our product to. Other factors come into that conversation - 3rd party factors funding, EU grants and this sort of thing, but its the key factor for us now to bring it to fruition as we reach the end of the DFS and like i say its something im giving my full attention too." From 1 month ago

Greedy when others are fearful

This a real company and asset that's undoubtedly undervalued. DFS will confirm. What follows DFS?

Worth listening to the interview from a month ago

I don't care if It lands in April - is days/couple of weeks away max

I'm not thinking about tomorrow but holding this through funding many many multiples of the mcap - a project like this will never not come online

Every board has a persistent deramper

Il prefer to follow the advise of experts and the large investments by institutions

The institutions bought multi million dollar investments ( see below ) because of the underlying essential investment case as the necessity for Europe to produce there own lithium. Benchmark experts know that are a volatile ride for the lithium price that the demand has gone no were and continues to increase - long term price forecasts are much higher still than are 2019 PFS figures

The markets been bad and inflation high - but many companies will survive the storm and in the future be multiples of what they are currently worth.

Listen to the most recent interview shared. EMH will come Online - offtake will come to fruition alongside the DFS - also the potential for the 49mil grant to be announced shortly.

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European Metals Holdings Limited (ASX & AIM: EMH, OTCQX: EMHXY, ERPNF and EMHLF) ("European Metals" or the "Company") is pleased to announce that the Cinovec Project has been classified as a Strategic Project for the Usti Region of the Czech Republic. The list of Strategic Projects has been approved by the European Commission, the Czech Central Government and the Czech Regional Goverment in Usti. Being classified as such means that the Cinovec Project has priority for grant funding from the Just Transition Fund ("JTF") co-funding, ahead of many other projects that have been submitted.

Given the total amount which may be applied for by the eleven designated Strategic Projects in the Usti region in the first call is CZK 8.3B (approx €350M) and that the funds allocated in this first call from the Just Transition Fund to these Strategic Projects totals CZK7.3B (approx €300M), although there can be no certainty, the Company is confident that Cinovec will receive a significant portion of the funds applied for from the JTF for the Project.

It's about catching the bottoms - EMH shouldn't be down here and won't be for too much longer imo

Wow - EMH is back at 13 while about to complete there DFS anyway?

Some reminders

https://www.lse.co.uk/rns/cinovec-dfs-to-be-completed-in-q1-2024-ij5my81cbu6so8f.html

DEF to be completed anyday - it's needed to conclude and progress offtake and funding. It will confirm ridiculously high fundamental figures compared to the now tiny mcap. I.e a 650mil capex

https://youtu.be/3IiABAICtWo?si=poFl32Gb_1YrsXES

The last 3 minutes are poignant - EMH is the largest lithium deposit in Europe, it would never not come Online.

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

Institutions have taken huge huge positions at much higher prices

https://www.lse.co.uk/rns/ebrd-strategic-investment-in-emh-2lb5dkczzbh7j7n.html

https://www.lse.co.uk/rns/tr-1-notification-of-major-holdings-vp1uvz09vo52fe9.html

CEZ has funded EMH all the way to a FID - has a 17bn mcap and is the state power company 80% owned by the government. Strategically import to Europe. Strong buy and hold from here - DFS will be a catalyst for the bottom - offtake and funding.

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Lastly, were now worth the same as ZNWD - while larger and father ahead and also iv seen sav now has a circa 65mil mcap - never though I see EMH back at this price - Great opportunity short medium and long term from here imho

[22/03, 15:50] Michael: https://www.lse.co.uk/rns/cinovec-dfs-to-be-completed-in-q1-2024-ij5my81cbu6so8f.html

[24/03, 12:51] Michael: https://youtu.be/3IiABAICtWo?si=poFl32Gb_1YrsXES

[24/03, 15:07] Michael: https://www.lse.co.uk/rns/ebrd-strategic-investment-in-emh-2lb5dkczzbh

Https://twitter.com/AlkemyCapital/status/1681963769612623873?t=nOJRPt_b_wyF0QlucuR2SA&s=19

TVL's processing refinery is expected to produce enough lithium hydroxide to supply 100% of the forecasted automotive demand in the UK, with a further 35% of its total production available for export to other countries in Europe and elsewhere.

Utilising state-of-the-art electrochemical processing and powered by 100% certified green energy, TVL's zero waste lithium refinery will be the largest in Europe - producing 96,000tpa of low-carbon battery-grade lithium hydroxide once in full production - equivalent to 15% of projected European demand.

The project is the first of its kind in the UK, the biggest in Europe and will when completed be a key supplier to UK and European giga factories, electrical vehicle and battery storage industries.

I spoke to the Paul and Molly again on Friday - the current valuation and share price is in complete disconnect in a bad market. When infact 600million funding negations continue to advancing in tandem with feedstock and offtake.

10mil mcap - From the inpatient to the patient and well researched.

https://x.com/AlkemyCapital/status/1687342602969124864?t=2p8FcjWFG6ccIW_Fp8vtwA&s=08

AMTE Power plc, a leading UK developer and manufacturer of battery cells for specialist markets, is aware of an announcement by the UK Battery Industrialisation Centre that it, with two other companies, has been awarded part of a £1 million funding package.

The Company understands that it has been awarded a grant of £398,000 for the production of cells at the UK Battery Industrialisation Centre. The grant is only accessible on completion of defined production and therefore has no impact on the Company's financial position. The Board is currently awaiting details of the award and the conditions relating thereto and will make a further announcement in due course.

AMTE Power plc, a leading UK developer and manufacturer of battery cells for specialist markets, announces that it now anticpates the UN certification of its Ultra High Power Cells in the third quarter of 2023.

In the certification testing the Ultra High Power cell met all of the A-Sample target performance requirements, however, due to the identification of a minor manufacturing defect, the certification process of the cells has been halted. The root cause of the defect has been identified, and cells from the next production batch, in the third quarter 2023, will now be used to certify the product.

https://www.linkedin.com/pulse/refocus-positives-uks-battery-ambitions-alive-kicking-alan-hollis?utm_source=share&utm_medium=member_ios&utm_campaign=share_via

Holding to see what happens - I still think there will be a collaboration or further grant

We fell from the 50s which were cheap before the cash scare

I expect alot more than 15 - a 5ish mil mcap

Https://www.linkedin.com/posts/infyos_the-new-eu-battery-regulations-coming-into-activity-7084138774447681536-IE3j?utm_source=share&utm_medium=member_android

Look into Allye

2.3mil mcap

Increased my relatively small holding as I feel the risk is getting less with plenty on standby for any collaborations/grants

Still the possibility of 0 but from how much they are being mentioned on LinkedIn I just can't see happening

Https://www.linkedin.com/posts/chris-o-brien-12926316_weve-been-using-the-wind-for-hundreds-of-activity-7081352028047716352-LmG5?utm_source=share&utm_medium=member_android

AMTE still sharing and being commented about alot on LinkedIn

Https://www.linkedin.com/posts/henry-sanderson-9889297_latin-americas-lithium-critical-minerals-activity-7082239508653469696-ISZr?utm_source=share&utm_medium=member_android

Commented 3hrs ago - can't imagen them writing that in the face of failure