Member Info for Wiseinvestor23

Https://youtu.be/oGm5QW2Dk_M?si=NcOsVw0ev2Cq7GP5

Last Refrence to the 49mil euro Grant in the interview above - that they have been pre approved and that the money will become avaliable to them in May.

https://youtu.be/3Tl6Q4-5EOo?si=kLIt1HsUnp_sAA1E

In this one and another keith says they have recieved a 49million euro grant.

There €1.6bn for the Czech Republic and €650 for the Usti region.

"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."

Have a good day all - closer and closer to news on multiple fronts with nothing priced in - and the new site set to help expidite the project

After DFS - it's Final investment decision - the ducks are currently lined up for EMH to succeed and hardly anything is priced in - investing in the largest lithium deposit while still under the price the bank invested €6million after 9 months of DD. The fuse is lit

https://www.linkedin.com/posts/european-investment-bank_eibventuredebt-bluechampions-venturedebt-activity-7196076871883583493-xdKy?utm_source=share&utm_medium=member_android

https://twitter.com/LithiumIonBull/status/1786702505637773530?t=dknfYVXVAn6RPnUBJS9M9A&s=19 - will post it here when ever they do

Atb

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

Iv been looking into who could be - and it actually could be Tesla

https://www.autocar.co.uk/car-news/new-cars/uk-tesla-gigafactory#:~:text=The%20UK%20could%20still%20get,towards%20the%20end%20of%202023%E2%80%9D.

Another worry for Tesla may also still be Brexit. As it stands, the automotive industry remains concerned about new 'rules of origin' tariffs coming in from 1 January 2024 on UK-EU car makers who cannot source most of their EV battery materials from within Europe.

When all this could happen is unknown, but given Musk’s comments earlier this year, one could presume an announcement is imminent.

The UK could still get a Tesla gigafactory after CEO Elon Musk revealed that the company would be picking a location for a new European plant “towards the end of 2023

Cinovec can help with securing raw materials for the German factors also and iv seen Telsa have a Czech Centre a 1hr3m drive from the new site and a 23minute drive from Dukla

How expensive is a Gigafactory to build? Tesla's Gigafactory planned in Mexico would cost $10 billion, making it the most expensive Gigafactory yet. For comparison, the Berlin Gigafactory — the second most expensive facility — cost around $5.5 billion, according to Reuter

8bn is a massive number - not many Gigafactorys have costed That much - but some of tesla's have.

https://www.businessinsider.com/tesla-gigafactory

https://youtu.be/b4zUWc3YCG4?si=V2hAHPKA-gn--YZo

Huge protests happening since March at there Berlin site which is 80kms away from Cinovec

8bn gigafactory bid from a currently unknown investor. It's Possible but not Necessary. Cinovecs involvement in any Czech Gigafactory is a big deal.

The Czech government is doing everything possible to launch lithium mining in the Krušné hory (Ore Mountains), PM Petr Fiala said during the cabinet's visit to the Ústí nad Labem Region on Wednesday. Fiala added that cooperation between the investor and the regional government was essential.

Fiala sees the mining of lithium, which is used to produce car batteries, as a strategic raw material and essential for the restart of Czechia. According to Industry and Trade Minister Jozef Síkela, negotiations with three investors to build a car battery factory in the Czech Republic are at an advanced stage.

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

It's just a countdown now to the €49mil Just Transition fund Grant ( there's been lots of new info on the JTF on a YouTube channel called EUinmyregion the last few weeks - there's only 11 strategic projects the moneys going to - also the EBRD had an event today and the EIB this week ) DFS completion and Offtake - the new site was over 3 weeks ago now and Gigafactory bid 2 months - potiecial for strategic project status under the CMRA and now site were we have full local acceptan

Morning - great find rkps

https://twitter.com/LithiumIonBull/status/1786702505637773530?t=HTf3MbNxiJBd2fMOnzmoLw&s=19

Interview was supposed to be yesterday as per tweet above.

https://uk.motor1.com/news/712208/electric-car-battery-gigafactory-locations-europe-map/

It's interesting to see it says 1 Gigafactory in the Czech Republic - looking forward to hearing more about this 8bn bid the country has received

Czechia will host a EUR 7.9bn electric vehicle (EV) battery in Karvina, east Czechia, funded by a foreign investor, the Czech government announced on Thursday, 7 March.

Czech Prime Minister Petr Fiala said Wednesday that the project should improve the country’s employment figures, energy security and competitiveness, adding that the deal precludes him from disclosing the name of the company.

Czech Industry and Trade Minister Jozef Sikela said the company is large and from a democratic country with which Czechia has long held good relations.

https://www.ebrd.com/news/2023/ebrd-approves-new-mining-sector-strategy.html

I also found the EBRDs mining plan - also interestingly we're the only lithium deposit.

https://youtu.be/3Tl6Q4-5EOo?si=Kta1_z2nlCZrsPlF

Keith says in this video around 3 4 minute mark they took €6million at 42.3 after 9 months of DD and wanted €20

Https://uk.news.yahoo.com/finance/news/volkswagen-not-planning-next-gigafactory-115152422.html

Prime Minister Petr Fiala said the country would begin concentrating on other projects. "We cannot continue to hold the land for this project," Fiala told a news conference.

Industry minister Jozef Sikela said talks were happening with five investors, with two of those projects on a similar scale to Volkswagen's plans.

Morning - Czech Gigafactory update, there's the Gigafactory factory EU 2 day conference next weekend and the raw material summit this week.

Expecting the interview from Howard later today - got an email from HL on Saturday after a Friday phone call to say HL users will be able to trade again today.

https://ec.europa.eu/regional_policy/whats-new/newsroom/15-04-2024-just-transition-platform-conference-kicks-off-in-brussels-to-discuss-the-impact-of-the-just-transition-fund-in-the-eu-regions_en

Still looking for more while under the banks price and the Just Transition fund starting to pay projects. I have lots of details on the CRMA strategic projects il share at some point also. All lined up well.

Also notably Telsa Berlin the closest Gigafactory too us is currently having major protests. Cinovec now having full local acceptance and a plan to replace the old coal jobs with clean jobs was a subtle bit big green light.

Https://twitter.com/MkangoResources/status/1733438143464923571?t=MJvC70Khbw5VuMkA3eXKdw&s=19

Https://twitter.com/SavannahRes/status/1780875839376126318?t=wAns7PDz5tH6o1XJFSomvw&s=19

https://www.euronews.com/green/2024/05/09/critical-raw-materials-lithium

Good interview - Dfs planned for end of the year

Morning

https://www.linkedin.com/posts/europeumprague_latest-news-policy-paper-from-sofia-activity-7183417936806596608-MO2s?utm_source=share&utm_medium=member_android

Good write up on Cinovec and what it can mean to the EU

-

Also found this, i wonder

https://twitter.com/JozefSikela/status/1787507045928730767?t=Yp-xcbITZoXvjtwh5XopKg&s=19

Have a good day all

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.”

Entire lithium chain from lithium mining means EMH/CEZ 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

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

Morning, hooe everyones well

The new interview is apparently expected Monday as per X - https://youtu.be/LWsqjlVr8Ho?si=oLsBZpPa5zo6W423 heres the one from a year ago largely about the Just Transition fund

https://www.ebrd.com/news/2023/ebrd-approves-new-mining-sector-strategy.html

I also found this on ghe European bank of reconstruction and developments strategy - interesting that Cinovec is the only lithium deposit they invested in. Impatient or uninformed to sell any below the 42.3 price they paid.

Have a good day all - exciting weeks and months ahead as DFS is being finalised

-

For anyone new, the most recent presentation

https://youtu.be/oGm5QW2Dk_M?si=yfa54LXWdJSetfuO

Https://www.linkedin.com/posts/pawelswieboda_cobalt-graphite-lithium-activity-7192778281836793857-veCd?utm_source=share&utm_medium=member_android

The CMRA is a game-changer for Cinovec - powered by CEZs green energy its plans to be less cardon intensive than brines - its a real things that its the 5th largest non brine in the World and the largest in Europe by far

For me - the previous delays in DFS are the opportunity now - the So was in the 30s in December but now on the door step of alot more with ehe DFS being finalised now the main hurdle of local acceptance has been crossed

Half the banks price, this means alot to me when looking at the opportunity. With plenty of cash, its just a countdown from here.

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

https://www.euractiv.com/section/politics/news/czech-government-reveals-plans-for-new-gigafactory-investor-name-withheld/

Local acceptance was as one fuse lighting moment. Feels like alot of people are sleeping on EMH for now but each piece of news will follow into the next

A real old article but good for context when you look at where we are Today.

https://nextinvestors.com/company/asx-emh/

Our Big Bet for EMHBig Bet Tooltip

EMH significantly re-rates to $1BN+ market cap on reaching a successful Final Investment Decision for its hard rock lithium project strategically located in the heart of Europe.

Leon, you repeat that same thing all gbe time on purpose to try be confusing.

https://ec.europa.eu/regional_policy/whats-new/newsroom/30-04-2024-9th-jtp-conference-reflects-on-the-progress-social-dimension-and-future-of-just-transition_en

Some new info on the Just Transition fund

And come on the CRMA

https://www.globaldata.com/newsletter/details/eu-grants-final-approval-to-critical-raw-minerals-act_660377/

https://www.linkedin.com/posts/international-lithium-association-ilia_carbonfootprint-lithium-innovation-activity-7173619144280457217-MMru?utm_source=share&utm_medium=member_android

-

I keep thinking what huge derisking factor it is to now have local support for the project - it was obviously a major cause for delays in the DFS that are now resolved. Resolved in a way that supports the economy, job creation as coal is phased away from supports EMM/CEZ to recieve it.

Local support, the CMRA, DFS being finalised and we still get to buy and half the price the bank paid.. while the mcap is equal to the grant..

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.

Sounds like its happening but not priced in.

Just a countdown from here to all the above - local acceptance is a huge hindrance for so many projects in Europe

https://www.theguardian.com/technology/2024/feb/21/german-town-votes-against-tesla-plans-to-expand-gigafactory-carmake-industrial-action-sweden

https://www.linkedin.com/posts/europeumprague_latest-news-policy-paper-from-sofia-activity-7183417936806596608-MO2s?utm_source=share&utm_medium=member_android

Hope everyone's well and enjoying the long weekend, we have a good rest of spring and summer ahead. 40s - 50s on grant - 80s+ on Offtake

I wanna here more about the 8bn gigafactory, it's been 2 months now since the unnamed investor put in there bid

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.

Czechia's vast lithium deposits could recharge the economy, says PM. Prime Minister Petr Fiala deemed the metal essential for the economic restart of Czechia, which holds the largest lithium deposits in Europe.

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.

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.

-

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.

I'm starting research on IES after there investment from the UK infrastructure bank this week as something I can hold long also - it's only relatively recently we've started to see banks buying millions worth of shares in projects and there smarter than any basher on a BB. The European bank of reconstruction and development buying $6 million or EMH shares at 42.3 and still holding assures me I'm buying in bargain territory - they will be a valuable partner for FID after DFS.

Lots of key catalysts only get closer - DFS being Finalised and offtake expected to come alongside it. Research now is valuable approaching newflow

Have a lovely day and weekend all

Https://twitter.com/MarosSefcovic/status/1780687644663685580?t=N1MH1DPIXaHaNJnHz9GQvA&s=19

https://www.miningmagazine.com/europe/news-analysis/4187159/eu-council-adopts-raw-materials-act-targets-ambitious

It's the worse when it's just straight lies to add confusion. Local support was a major hurdle to cross, now there nothing stopping Cinovec coincidencing with the CMRA - I feel assured about my investment here knowing I'm buying at half of the price of the European bank of reconstruction and development - accumulating down here before the green lights

All the best - dyor

Mindless negativey as always - nothing in a straight line, can loose some weak hands and I plan to buy more next week

https://www.cnn.com/2024/04/30/business/volkswagen-evs-orders-surge-europe/index.html

Geomet will now proceed to finalise the DFS process taking into account the new site, including the revised capex from the new site.

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.

Half the banks price while most unaware how close the grant is - others will be buying after it at double the price for DFS Offtake that follows

Still accumulating and holding before the near term lights while others speculate

Ps - you guys would do better on the Cornish metals group of the Znwd Bb who are both actually still a long way away from DFS or production

Https://www.womblebonddickinson.com/us/insights/articles-and-briefings/accelerating-eu-mineral-permitting-critical-raw-materials-act

CMRA article from yesterday.

Permitting and the European Critical Raw Materials Act

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.

Have a good day

70% government owned CEZ*

49mil million current valuation*

Hi all, hope everyone's well

For me, in the last 2 RNSs we had confirmation the company has cash for at least 12 the next months - Final investment decision comes after DFS) which is being Finalised... And the big one is we have local and regional government support - this is massive for EMH

The Grant only gets closer - aswell as the CMRA announcing the strategic mining projects.

The Grant I have keith saying twice they have received it

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

3.33

https://youtu.be/QeLlbp1vzI8?si=CBcLhkYE9bJvGHP7

4.56

Czech Republic is coal+ region. It's EMH but it's 79% gov CEZ recieving a non dilutive cash grant to help support there phase away from coal into clean jobs - and building a major mine that will support the country and government building the economy.

And strategic Status - Cinovec is the largest lithium deposit in Europe - throw the 8bn gigafactory into the mix..

Strong buy hold while equal value to the Grant and half the banks price and no signs of red lights coming before all the greens over May June and then beyond.

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.”

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.

The European investment bank is smarter and more successful the bashers who waste there time - there better of just buying and pointing t out the dots - I'm investing in Cinovec when it worth 40 mil with a low risk path to producing 100s of million a year profit in 2026 from 30,000 tpa and hearing more about the increase to 60,000. Buy hold sit back imho

Night

Asx 24.5 atm

Nice bashing from an obvious non holder - did you even read what's shared before writing nonsense

https://single-market-economy.ec.europa.eu/news/executive-vice-president-sefcovic-hosts-high-level-roundtable-strategic-raw-materials-projects-2023-1

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

It's may, it's CMRA time and I can see alot of companies that can benifit starting to do well last week and into this one - after the 49million grant I hope all these useless bashers finally stop. They haven't been right once since bounced off the bottom. Theres a bigger picture playing out and EMH is bouncing off being price to fail when clearly isn't. Region and local government support was a huge hurdle we've now crossed

Have a good day all

https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/the-battery-cell-component-opportunity-in-europe-and-north-america?s=09