European Metals Share Discussion Threads

[goodgrief] 12/1/2022 10:10

Tin credits must be soaring...

[diesel] 10/1/2022 10:13

Exactly, if you were to overlay the share price chart here with the Lithium and Tin charts the disparity is glaring.

[cbeadle] 10/1/2022 09:25

Very pedestrian compared to the lithium price chart. Surely there must eventually be some action here

[robertspc1] 05/1/2022 10:45

Maybe Thematica have decided to top up..,

[robertspc1] 29/12/2021 22:01

Guess the big newsflow waiting until 2022. Adding at these levels

[greenmachine1] 24/12/2021 13:01

On a takeover, it would depend on what’s in the shareholder agreement regarding buyouts. I would have thought that CEZ would have first refusal on a t/o and then if they’re smart they’d sell to one of the big guys at an inflated price/less % ownership of mine. It all depends on what the emh/cez price is. Unfortunately it is confidential but for me to agree to it it would need to be many multiples of where we are now.

[sporazene2] 24/12/2021 12:17

Personally I can see the CEO here or the team at Cadence not wanting their equity stake diluting for the capital costs to get into production and would much prefer an exit. Would not surprise me if a bid came for EMH in H1, especially given the newsflow that we have stacking up.

[bountyhunter] 24/12/2021 10:51

I wouldn't be surprised to see a bid coming soon for EMH, ZNWD or SAV with the current low prices Vs Lithium strength and not many lithium plays left on the LSE. I may as well remove BCN.

[robertspc1] 23/12/2021 18:01

Thanks, I've got a large holding in EMH so will probably add some Zinnwald for balance. Expect quite strong newsflow on both

[bountyhunter] 22/12/2021 19:54

Try this for starters, included is a comparison of six European Lithium companies including EMH and ZNWD.

[robertspc1] 22/12/2021 19:16

Anyone got a proper analysis of EMH v Zinnwald valuation. Looking to deploy ISA funds into one or other

[robertspc1] 22/12/2021 19:15

And here is another ... China's Huayou buys lithium mine in Zimbabwe for $422 million

[bountyhunter] 22/12/2021 10:22

Very true Robert, and with EMH and ZNWD both developing different areas of the same Lithium deposit within the politically stable EU both must be likely targets at these ludicrously low levels, especially given the current disconnect between the share and lithium prices. Even more likely now that BCN is out of the picture.

[diesel] 22/12/2021 10:17

While the price of Lithium continues to rise, it seems like this resource has fallen off the radar. Will continue to hold until share price matches potential value.

[robertspc1] 21/12/2021 20:49

The majors are coming ... Rio Tinto makes $825m bid for Rincon Lithium. Best asset in Europe way undervalued IMHO

[robertspc1] 09/12/2021 18:53

Hopefully Tesla will see the opportunity while VW dither

[robertspc1] 08/12/2021 08:54

So VW signs binding offtake agreement... with Vulcan to purchase a min of 34,000 tonnes and a max of 42,000 tonnes of battery grade lithium hydroxide. initial five-year term, start of commercial delivery is set for 2026. Pricing will be based on market prices on a take-or-pay basis. Are you watching Tesla

[cbeadle] 08/12/2021 07:23

Good rise in Australia, should bode well today finally for a bounce! England cricketers need one there too!

[robertspc1] 07/12/2021 19:28

Every other lithium stock bouncing nicely. Something not quite right here. Must be a seller somewhere, not sure why given the potential in the months ahead

[goodgrief] 07/12/2021 11:32

iceagefarmer7 Dec '21 - 02:33 - 1564 of 1565 (Filtered)


And Elon Musk is Barney Rubble incarnate!

[iceagefarmer] 07/12/2021 02:33

rubbish...climate is driven by the sun not humans

[diesel] 06/12/2021 23:27

If we carry on burning oil/gas/coal, then Armageddon awaits, we are not destroying the planet just making huge areas of it uninhabitable for humans.

[iceagefarmer] 06/12/2021 22:16

masonfreeparty
4 minutes ago (edited)
japan is stockpiling coal for hydrogen manufacturing allegedly...but really its to heat their homes when the grand solar minimum intensifies..i can see a stockmarket collapse in the hi tech renewables when folk realise they are pretty much useless during a cold sun winter...oil,gas and coal will be king again..oh and dont forget cornish tin and copper ! strategic minerals isa good bet,vast resources,block energy and victoria oil for gas and edenville for coal

[robertspc1] 06/12/2021 21:06

Adding. Lots of positive news ahead