Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
I'm happy I have some time today to counter some of the lies.
DFS is majority about the deposit and not the location - it's a fully established new location with support for all sides.
Were in stronger position today than at any other time and these posters act like there unaware of the effect there posts will have on detiring others. There non in a don't want the SP to rise. Or speak about any of the positive of today's Rns or any of the near term news flow that follows.
I will keep reporting the lies and misinformation but look forward to the Grant as then I won't have to post at all anymore and the bashers wont have anything left to say. Worth watching the video shared and covered earlier about the Just Transition fund, yourd think holders would be talking about this now it's so close.. But we have 40 posts of majority FUD from those not in - who will then call me a ramper instead of one of the only sharing the facts or where we are now and what's coming.
The Just Transition fund
Innovation fund
Net zero act
And CRMA are all great for us and all have been signed over Q4 and Q1. Back above the banks price on the grant
It wasn't communicated badly
Local, regional and government alignment reconfirmed for the Project that it's coming onlinr
Lowest capex and opex - but it assumed that people would realise a change in site doesn't mean At all, a restart of DFS
It's majority complete and now can be readjusted to this well know site. Today's news also speak to the phase away from coal and replacement of green jobs - showing even more support for us to recieved the JTF 49mil grant.
I will keep reporting lies as false and misleading information and rudeness and covering up the facts with nonsense as abusive disruptive - I recommend others do the same
Again, are you guys being neive or purposefully lying?
Todays news doesn't Not mean a restart of the DFS - the DFS is majorly complete and no gets adjusted to the new well know site.
+ no one is speaking about the multiple pieces of new term news flow.
I'm not a ramper - I share facts and info
But there's multiple posters, who clearly don't hold who are now jusr straight lying. Unclassy and unattractive. But will silly shortly
Deliberate lies and falsh information Skelly - I recommend all report him
Theres no year of dilution, were funded approaching a grant more than the mcap on the coming weeks. Which you keeping to cover up
https://youtu.be/UPTqsrmTfAE?si=BK3wYGXh_1nI5sac
Todays news also helps towards that. Today we're derisked by confirm support from all levels for the Project to come online. DFS is Largest majority complete. See through the lies and mi's information
https://www.lse.co.uk/rns/just-transition-fund-approves-cinovec-project-hvgte7a76r3slkw.html
https://www.consilium.europa.eu/en/press/press-releases/2024/02/06/net-zero-industry-act-council-and-parliament-strike-a-deal-to-boost-eu-s-green-industry/
Everything is on EMHs side to succeed and non of it is priced in. Today's news also means lower capex and opex. Non of which the bashers are speaking about
So many posts from people trying to keep the share price down - today's news was a buy signal and the dip is op I will take
The Grant now worth 6million more than the mcap which isn't being discussed and info about keeps being covered . Today's news shows were supported and coming online.
I don't no if it's nievity or known lying
A DFS is majorly about the deposit and not the sit - this is well known site and we know have support for all sides. DFS is still majority complete and this no lowers capax and opex. Also gives. Confirmation Cinovec is wanted to come online by all party's and it's happening - while the SP doesn't reflect it. Il be buying more shortly. This is 1 price of many in the short term.
What has been clear in this process is the importance placed on this project by the community and Czech Government at all levels. In the European Union's Critical Raw Materials Act ("CRMA") environment, the coming together of both the Cinovec project joint venture partners and the Czech Government in the decision-making process with regards of the selection of the Prunéřov site provide a very strong foundation for our upcoming application for Strategic Project status under the CRMA.
Jan Losenický, Mayor of Kadaň, added: "We welcome the plan of ČEZ and Geomet to build a lithium plant in Prunéřov. People from our town who currently work in coal-fired power plants or mines, but which will be gradually downsized and closed, could find employment in the processing plant. The investor has promised to invest in the training and retraining of current employees so that they can be employed in the new sophisticated plant. We are glad that ČEZ will not leave the region with the end of coal but will remain one of the largest investors and employers in the region, also thanks to the lithium park project.
Excellent news - further derisked and even more likely. First piece of many over Q2
https://www.lse.co.uk/rns/just-transition-fund-approves-cinovec-project-hvgte7a76r3slkw.html
https://youtu.be/UPTqsrmTfAE?si=B4UUuSJQhtoCXsgN
Have a good day all
Such a significant interview for those invested worth watching - specifically about the CMRA and what it means for European mining and EVs starting from May. The bank would have had no doubt the project is coming online when making the 6mil purchase, people buying at half of there price will do very well short, medium and long term.
https://youtu.be/Lre-QtKXIhc?si=ebuF00r_j1PZ-vQR
"Here I'm telling every Gigafactory promoter, every lithium-mine promoter - these are no regret projects - everything you produce will be used - because it will not be enough for what are the projected productions - we just need to help these businesses and project promoters to succeed." Macos Sevcovic from 22:11
Reminder - it's this guy and he's the main face pushing the CMRA https://twitter.com/CzechLithium/status/1750112472483135495?t=LXzpQMCFiAOPBhfqwCAMwA&s=19
Draw the dots - it's obvious what's coming if peole are able to see the research and facts without haven't to scroll through nonsense. The strategic projects are to ensure the EU has raw metrical self sufficiency - for lithium self suffiency, they can use the largest deposit in Europe... Good to see him above at Cinovec... Then his opinion on lithium mines...,
https://x.com/MarosSefcovic/status/1780687644663685580?t=7GFuDDf8RPcbRlCGN8XSfg&s=08
Tick tock - Atb, have a lovely evening all
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
If say its very strange but it's not - the bashers on this board have a clear agenda to spread fear doubt and uncertainy
I remember checking in over 6 months ago and it being the same names same things - no wonder the exasabated fall from the 30s since December alone.
I keep trying to post factual information about what's happening now - and best attempts are made to cover it up and keep the convo full of unattractive nonsense
The truth is, these only a few days left until the April announcements. The CMRA comes into full force in May - we're due a Grant larger than the mcap in mcap! For those watching. We're be in the 40s again by the end of May. When Offtake does land, it will be when everyone u researched least expects it.
Listen to the interview I shared from macos, the CMRA is a game-changer - and Cinovec is the largest lithium deposit in Europe with potiencially the lowest cardon emissions while fully powered with green energy from CEZ.
News is going to move the SP - and we have potiencially 3 in may, 1 any day now - and 5 over Q2
What happens when a company worth 40mil with 5 mil cash recieves 42million non dilutive grant... The current price is a gift and will gone soon
Interesting to see Znwd rising
https://www.lse.co.uk/rns/just-transition-fund-approves-cinovec-project-hvgte7a76r3slkw.html
Leading into the CMRA starting next week strategic projects will start to be announced - ZWND is still well over a year to any type of FID but when that time comes EMHs plant will being built, is planning to upgrade to 60,000 tonnes per annum - enough space to process both, they have upgrades due this week
Big month for them expecting a grant larger than the mcap - once back above the banks price in june il slice and add a little more here
Tick tock - News any day now followed by more for anyone doing there research
Https://youtu.be/Lre-QtKXIhc?si=ebuF00r_j1PZ-vQR
"Here I'm telling every Gigafactory promoter, every lithium-mine promoter - these are no regret projects - everything you produce will be used - because it will not be enough for what are the projected productions - we just need to help these businesses and project promoters to succeed." Macos Sevcovic from 22:11
Reminder - it's this guy and he's the main face pushing the CMRA https://twitter.com/CzechLithium/status/1750112472483135495?t=LXzpQMCFiAOPBhfqwCAMwA&s=19
https://x.com/MarosSefcovic/status/1780687644663685580?t=7GFuDDf8RPcbRlCGN8XSfg&s=08
Geomet and DRA Global were reviewing the findings, with an announcement expected before the end of April outlining significant improvements and developments.
Before hand, €49million grant in may. https://youtu.be/3Tl6Q4-5EOo?si=YW91Dtx6qAlOvPuU 3.33
She's gonna boom soon, not only on the grant - nows the time to catch up on your research.
EMH is Largest lithium deposit in Europe - the 5 largest non brine in the world, also a globally significant tin resource.
Offtake comes to fruition with DFS
Strangest BB lol, they haven't been right once since I been here - have a good day all
Https://youtu.be/Lre-QtKXIhc?si=ebuF00r_j1PZ-vQR
"Here I'm telling every of Gigafactory promoter, every lithium-mine promoter - these are no regret projects - everything you produce will be used - because it will not be enough for what are the projected productions - we just need to help these businesses and project promoters to succeed." Macos Sevcovic from 22:11
Reminder - it's this guy and he's the main face pushing the CMRA https://twitter.com/CzechLithium/status/1750112472483135495?t=LXzpQMCFiAOPBhfqwCAMwA&s=19
https://x.com/MarosSefcovic/status/1780687644663685580?t=7GFuDDf8RPcbRlCGN8XSfg&s=08
Sounds like the CMRAs plan in regards to mining is to set the standards for clean mining globally - with strategic mining projects using different tech and rules, to give all material produced carbon passports and credits - trying to create a premium market for metals than can prove cleanest and efficacy - while creating new tax laws on imports from China or others that can't prove the same. Just Transition Fund and other funding mechanisms mentioned but overall it's give permits much quicker, help assist with funding in a variety of ways, help create offtake agreements and put metals from Europe into European cars and other tech. Starting from early May. Then we think about the ckeanest of Cinovecs hydroxide and carbonate results results. Stretegic status would be a major green light - we fit all the criteria.
Geomet and DRA Global were reviewing the findings, with an announcement expected before the end of April outlining significant improvements and developments. Before hand, grant in may. https://youtu.be/3Tl6Q4-5EOo?si=YW91Dtx6qAlOvPuU 3.33 it's more than the current mcap...
Feels like perfect storm and timing from here - everything is on our side to succeed and not long to find out.
https://www.euractiv.com/section/energy-environment/video/exclusive-interview-with-maros-sefcovic-about-made-in-europe-electric-vehicles-and-the-competition-with-china/
excellent and important interview for us found yesterday. it shows all that the cmra will bring, the standard europe are looking to set around mining. the strategic projects and there funding solutions. refrence 22:22
https://x.com/marossefcovic/status/1780687644663685580?t=7gfuddf8rpcbrlcgn8xsfg&s=08
https://x.com/czechlithium/status/1750112472483135495?t=qe***a3b0tla_viwaan59a&s=08
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/
No seller's cashing out - constant misinformation the I will keep reporting
Some may slice now, I just topped up
Now less than the value of the Grant alone again and more the half the price the bank paid.
Nothing in a straight line but I'm not selling anything anytime soon - especially while approaching multi different green lights in the short term