European Metals Share Discussion Threads

[diesel] 14/12/2023 12:48

Someone’s selling, might show up at end of day.

[robertspc1] 14/12/2023 12:16

Slightly odd price reaction today given lithium rally and positive move on ASX

[diesel] 14/12/2023 10:33

There are bear and bull points here…
Bear, price of Lithium has collapsed. DFS becoming ‘last minute’, due this qtr. AGM after close of business before Xmas?
Bull, huge resource in Central Europe, supported by Czeck government and EU, location has Power, water, transport and politically safe.
Obviously many more things to consider on all sides but there’s a fair bit of buying going on this am, is it a nod to the direction of travel from COP28, or are some believing the sell off is overdone?

[robertspc1] 13/12/2023 16:15

I think KC must be mulling over his resignation letter. I think his VW master plan has crashed and there will be an inevitable delay just when the lithium price is cratering. Or maybe he is a really skilled poker player with a full house in hand

[diesel] 08/12/2023 09:57

Just keeping an eye on prices, but think the fall is overdone.
hxxps://www.dailymetalprice.com/metalpricecharts.php?c=fe&u=lb&d=120

[goodgrief] 08/12/2023 09:51

Hope not if I've got my numbers right!From EMH's PFS . . . Net estimated overall cost of production post credits: $3,435 / tonne LiOH.H2O. So $3.5 per kg. Fastmarkets' daily price assessment for lithium hydroxide monohydrate LiOH.H2O 56.5% LiOH min, battery grade, spot price cif China, Japan & Korea was $18-19 per kg on November 30

[diesel] 08/12/2023 08:13

Could be they are having problems with the numbers, with the price of Lithium falling everyday!

[goodgrief] 08/12/2023 08:09

Surely someone will ask about the DFS at the AGM in exactly 2 weeks time!?

[robertspc1] 07/12/2023 23:13

Anyone tried contacting the CEO. He's just sat waiting for the phone to ring

[diesel] 04/12/2023 10:29

Hopefully! We are due a DFS before year end, originally slated for 4th qtr, then before year end so probably 2-3weeks away yet.

[robertspc1] 04/12/2023 10:19

CEO has gone quiet. Hopefully that means he's finalising deals rather than talking about them

[diesel] 21/11/2023 11:00

A lot of news expectation here, added more in anticipation.

[robertspc1] 21/11/2023 09:29

Stellantis is assembling a roster of partnerships to ensure a stable, low-carbon supply of key materials for its electrified future. So let's hope they do the deal for Cinovec supply and leave VW stranded

[robertspc1] 21/11/2023 08:44

Stellantis setting up jv with CATL for batteries, plans to build LFP gigafactory in Europe. Get on the phone Keith, clock is ticking

[robertspc1] 15/11/2023 17:20

Atlantic Lithium turns down bid from largest shareholder at 65 per cent premium. Maybe CEZ might just do something similar here. Now would be a good time to strike

[robertspc1] 14/11/2023 23:00

Well the CEO has promised to deliver quite a lot in the next month or so. He hasn't rowed back despite the VW setback so we will see his poker hand soon enough

[goodgrief] 14/11/2023 14:15

Now will someone please sign an offtake agreement!?hTTps://x.com/thierrybreton/status/1724116230108303605?s=46&t=xr3PGDdXoXIZRFY0MmBgOQ

[robertspc1] 13/11/2023 19:53

European Parliament agrees deal on Critical Raw Materials Act... usual slow EU process but a key step nonetheless

[robertspc1] 13/11/2023 10:52

Invinity Lithium up 40 per cent after the award of an €18.8 million grant from the Spanish Government for the advancement of the San José #Lithium Project. EMH much better asset IMHO

[goodgrief] 09/11/2023 13:25

Although the news is good and another box ticked, it is not enough in today's climate. Only significant news such as the release of the DFS, EU sorting out its critical metals policy, offtake news is going to shift the spot price. Hidden in yesterday's DB conference, it was reported that they have been turning down offtake enquires from Asian end users. Now that is significant . . .

[diesel] 09/11/2023 13:13

Yup, market very subdued, many feel safer in cash for now, but there are some stocks that look good value. Patience here I’m sure this will end the week up!

[robertspc1] 09/11/2023 12:16

Must be v frustrating for CEO to release positive news and see such a pathetic reaction. Guess that is today's reality

[jrewingjnr] 09/11/2023 11:31

Double bubble. That would be nice Diesel.

[diesel] 09/11/2023 08:58

Beginning of a run of news that will see the share price double maybe before year end.

[robertspc1] 09/11/2023 08:47

Muted reaction to an important validation re the quality of the asset. CEO presentation yesterday also revealed they have declined offtake agreements with Asian players in favour of European buyers. Hinted that offtake news should be ahead of DFS. That means soon.