European Metals Share Discussion Threads

[robertspc1] 24/1/2023 13:37

Trade body Eurometaux joins in the fun proposing five key measures to allow EU to keep control of critical raw materials. These include fast tracking projects and tax credits for production. JFDI

[robertspc1] 22/1/2023 21:22

Yawn. Is the CEO on holiday ...

[sporazene2] 17/1/2023 19:16

Yeah EU rhetoric going into overdrive at Davos. Looks like they are getting desperate to me. Will be interesting to see if they can translate this into concrete action that somehow aligns with our plan for permitting and financing. The next EU council is feb 9th and 10th. This is guaranteed to be on the agenda again. Let's see if they can commit to some actions and timelines or will it be lots more handshakes, steak and red wine dinners and no action.

[robertspc1] 17/1/2023 18:40

More talk from Ursula today ... how anything ever gets done in the EU amazes me. Combine that with VW management changes and you get exactly what is happening at EMH

[robertspc1] 13/1/2023 17:02

Here is another Greenwing Resources completes $12m placement to Chinese EV maker Nio - first Chinese EV producer directly into Argentinian lithium. Is there anyone at EMH ??

[robertspc1] 13/1/2023 15:48

While the EU dithers around doing nothing as usual, in the US lithium co Ioneer gets $700m loan to develop Nevada project.

[robertspc1] 11/1/2023 15:34

Stellantis getting more proactive ... investing $30m in a manganese developer. Could be an outside bet for Cinovec partner

[robertspc1] 09/1/2023 19:16

While the EU and VW dither as per usual maybe a much nimbler OEM might just seize the opportunity to gain control of the best lithium asset in Europe. Would be a good way for Elon to show he hasn't lost his touch...

[wallywoo] 06/1/2023 11:31

Large spread, killing off volume. Feels like news coming very soon to me.Not long to wait imo. Next week perhaps?

[robertspc1] 04/1/2023 15:41

Looks like some investors have given up waiting. Hardly surprising to be honest ... might pick up a few more

[robertspc1] 03/1/2023 18:40

Yep after promising orders at the start of 22 they finally arrived at the end of 22. Only problem is that the investment environment changed massively in that period. EMH is following the same depressing pattern

[wallywoo] 03/1/2023 13:49

Does anyone know the likely timescales before EMH start to generate any cash??To me it is those questions and whether EMH will need more cash (than the 18m AUD, in the bank) that need answers. At the moment it makes EMH very difficult to value. I guess that will all become clear with a new off take agreement with a 3rd party.

[goodgrief] 03/1/2023 13:17

Robert, at least you get newsflow with Invinity!

[diesel] 03/1/2023 11:48

GG, know the feeling, we were due news on DFS and offtake discussions by end of 22.
As they haven’t announced a new timescale I’m thinking maybe it’s imminent, have added more recently as this resource has value that’s not reflected in the sp, even if it stays in the ground.

[goodgrief] 30/12/2022 12:48

Beginning to loose patience here . . .

[robertspc1] 30/12/2022 10:22

Well the promised news re offtake and funding has failed to materialise despite repeated hints from the CEO. I can only guess this delay is related to VW and it's delays re E European gigafactory. Hopefully all will be revealed in early 2023

[nibble] 21/12/2022 09:45

It's becoming clear that EMH has more competition in the European lithium resource arena than many have been led to believe. VW, for example, have signed up with Vulcan Energy to source lithium from brine under the Rhine valley, quoted as "Europe's largest lithium resource". EMH have got to pull their fingers out if they're to capture a piece of the action. I believe KC has said he's waiting for the best terms before signing any offtake agreements. Careful you don't miss the boat, Keith.

[robertspc1] 21/12/2022 09:19

BMW signs binding offtake agreement with European Lithium. Meanwhile...

[robertspc1] 20/12/2022 22:14

Very disappointing year for EMH shareholders. Down 50 per cent despite the phenomenal rise in lithium prices (not sure about tin). Very slow progress on offtake and funding. EU notoriously slow and bureaucratic but management culpable too. Must do better

[diesel] 20/12/2022 13:43

Still adding here, this has to be another share that has drifted to bargain levels, news this year is now looking unlikely but a deal will be done and then the fun begins.

[robertspc1] 16/12/2022 13:00

Oh hang on .. VW CEO today says decision on location of battery plant in E Europe will come shortly. Gotta be Czech for me

[robertspc1] 14/12/2022 22:32

So CEO has been pretty clear that significant news expected before end of year ...well that's not long to go. Time for rabbit from hat or him to eat his hat ...ie move aside

[goodgrief] 08/12/2022 19:34

Buying opportunities are becoming tiresome!

[robertspc1] 08/12/2022 19:22

VW postpones decision on E European gigafactory by several months. May cause some short term turbulence... might throw up buying opportunity