European Metals Share Discussion Threads

[goodgrief] 01/4/2022 15:02

About time EMH caught up with other lithium plays. Offtake agreement in the offing?

[sporazene2] 01/4/2022 07:17

very nice move overnight for EMH; up 20c

[robertspc1] 31/3/2022 23:22

And ...Lake Resources at new high on signing non-binding MoU with Japanese trader Hanwa for lithium carbonate offtake"

[robertspc1] 31/3/2022 17:51

Here's another ...BYD has become the second automaker to take a stake in a major lithium miner, Chengxin Lithium, in a move that secures supplies of the battery raw material following a surge in prices.

[sporazene2] 30/3/2022 17:09

absolutely robertspc1 - would make total sense for VW to pick us and take the JV with CEZ, secure supply at the right price. Given the supply constraints and lithium price something's got to give or the wheels will come off the transition to EV, if you'll pardon the pun.

[robertspc1] 30/3/2022 16:00

Also interesting new video out from RK Equity suggesting that Tesla might buy $26bn gorilla Albemarle to secure lithium supplies. Expecting corporate action with EMH given strategic value etc

[robertspc1] 30/3/2022 09:07

Very good FT article today on Lithium supply imbalance which will persist for years. Biggest deposit in Europe still yet to appear on big institutional radars

[sporazene2] 29/3/2022 15:07

FYI - EMH presentation at the Paydirt conference on April 6/7th. Would be great to get an update on offtake, there couldnt be a better time to get something in place.

[sporazene2] 24/3/2022 09:08

VW 100% IMO. The current CEO of Skoda is moving up to the parent company and put some favourable comment yesterday.

[robertspc1] 24/3/2022 08:44

Still expect a Tesla v VW battle (or their battery OEMs) for offtake here. CEZ might swing it for VW depending on whether VW put a gigafactory in Czech. Either way holding on for the action

[goodgrief] 24/3/2022 08:31

EMH fired off a couple of tweets this morning. Is it a hint? Is there an off take agreement anytime soon?

[robertspc1] 21/3/2022 09:09

Someone is obviously selling into any rise over here. Hopefully will clear out soon. The upcoming lithium shortage is becoming a lot closer

[cbeadle] 21/3/2022 07:58

Good rise down under should bode well for today

[sporazene2] 16/3/2022 11:05

Only had a quick scan but no commitment on the DFS timescale so I would imagine, Q3/Q4 now vs Q2.

[robertspc1] 16/3/2022 10:46

Notwithstanding the terrible conflict in Ukraine, it has all gone very quiet here. Some investors have obviously taken profits but hopefully a base level around 60p given recent institutional buying

[spawny100] 22/2/2022 20:29

Something not right here agree. Ive sold most of mine here recently held from 15p.

[goodgrief] 22/2/2022 20:28

My top pick of the five major European lithium juniors would be European Metals Holdings due to its massive resource size and favorable economics due to very valuable tin and lithium products and current prices.hTTps://seekingalpha.com/article/4488796-european-junior-lithium-miners-consider

[cbeadle] 22/2/2022 17:05

Yet Znwd also moving down

[robertspc1] 22/2/2022 16:49

Something not right here. Thematica and the new Oz institution will surely be adding at these levels

[cbeadle] 22/2/2022 08:16

Moving backwards, completely inexplicable how it’s separated from the Lithium price

[diesel] 16/2/2022 10:34

Lithium prices have risen about five fold in a year, and tin approx double, yet the share price has barely moved. They need to show that this resource will come to fruition, then maybe the share price will begin to reach its potential.

[robertspc1] 09/2/2022 16:07

BMI is forecasting the price will continue to increase for at least the next six month off the back of massive demand for battery cells."

[robertspc1] 09/2/2022 15:28

Citi raises #lithium forecasts, says "high lithium prices are here to stay" thanks to demand from #ElectricVehicles. Won't be selling any time soon

[sporazene2] 02/2/2022 21:08

interesting to see KDNC raising at a reasonable discount today to fund the next stage of their investment in their iron ore project. They could have further sold down their stake in EMH to pay for it but they prefer to sell their own shares at a reasonable discount. A decent vote of confidence on the short/medium term prospects for EMH, IMO.