European Metals Share Discussion Threads

[robertspc1] 29/6/2022 10:57

Ford doing offtake deal with Liontown but also providing capital assistance. Someone please tell EMH

[robertspc1] 23/6/2022 23:11

Oh here's yet another one ... Stellantis investing €50m in Vulcan Energy. The OEMs are coming. Just a question of VW or Tesla for Cinovec IMHO.

[sporazene2] 23/6/2022 22:32

Looking forward to the next update. Fundamentals seem to be stronger than ever despite the fact that equities are getting whacked

[robertspc1] 23/6/2022 22:09

E3 Lithium up 50 per cent on the Big Oil investment etc. Come on VW or Tesla don't be shy

[robertspc1] 23/6/2022 18:21

For the next decade, physical supply of key battery raw materials is king – it will make or break automakers' trillion dollar #ElectricVehicle plans. Says CEO of Benchmark Minerals, highly respected expert on battery materials

[robertspc1] 23/6/2022 16:28

Big Oil investing in lithium .. Imperial Oil acquiring stake in E3 Lithium. Won't be long before EMH gets approaches at these levels

[robertspc1] 22/6/2022 21:41

Ok Keith, plenty of chat, show us the money

[robertspc1] 20/6/2022 08:47

Friendless. GS clearly punctured the balloon. Benchmark still very positive on lithium. News on offtake the only thing which will turn sentiment

[goodgrief] 16/6/2022 08:26

RNS . . . Aussie pension fund (as far as I can tell) buys just over 5 percent of EMH.

[robertspc1] 15/6/2022 13:09

Rumours of Tesla interest in Cinovec resurfacing on twitter. Probably an old rehash to try and stop the share price decline. But I still expect VW or Tesla involvement in due course. It is the best lithium asset in Europe by far

[robertspc1] 13/6/2022 21:55

Well management had a declared strategy of holding off any take off deals whilst lithium prices were rising. That hasn't exactly worked out well ... new institutions well underwater

[greenmachine1] 26/5/2022 11:35

Cez have first dibs on this at a predetermined price afaik

[diesel] 26/5/2022 11:01

This must be getting attractive as takeover target!

[ram376s] 18/5/2022 14:43

Holding ok .GDR moving up .Posible multibagger .300 nurses to train for roll out new test .

[robertspc1] 09/5/2022 21:21

Now would be a fine time for a Tesla deal here

[sporazene2] 09/5/2022 17:17

it's bounced out of this area a couple of times previously; let's see. The recent video implied news pretty soon but the macro outlook is awful. Lithium fundamentals still very much in tact so it would seem like buying the dip here is a good plan. I am also looking at KOD

[robertspc1] 09/5/2022 16:40

Thematica bought in at 60p I think so expecting support at this level

[robertspc1] 05/5/2022 23:22

Will be adding soon. Albemarle might come knocking I reckon

[robertspc1] 29/4/2022 09:14

Qtrly report shows strong progress with DFS, inc discussions with offtakers, albeit with Covid delays to lab work etc. Shares might drift a bit but the big prize remains. Thematica might add a few too

[robertspc1] 21/4/2022 10:48

Benchmark Minerals know their stuff .. Long term contracts with fixed prices is one way to tackle high lithium prices, as we privately advise.But that feels very much like a 2019-2021 strategy. A post 2022 strategy will have to be to own the assets ... lithium mines

[robertspc1] 09/4/2022 14:05

Elon tweeting about lithium prices and getting into mining etc. Only one major asset in Europe.

[sporazene2] 09/4/2022 12:59

Thanks for posting. He got the capital cost wrong. Stayed 850m whereas EMH state 650m in their PFS update.

[goodgrief] 09/4/2022 10:13

An interview with CEO of Cadence Minerals. Talks about EMH from 22 mins onwards.hTTps://podcasts.apple.com/gb/podcast/lithium-electric-vehicles-and-cadence-minerals-with/id1396438444?i=1000556516012

[robertspc1] 07/4/2022 11:26

Very good FT article today about shortage of vital commodities in EU. Also 1st European Lithium Hydroxide plant announced... in Germany.