European Metals Share Discussion Threads

[diesel] 06/3/2024 10:17

DFS trumps offtake PFS was based on $17000 onne we are now well below that and that explains the delay in the DFS while they rejig costs to try and show this is viable.

[robertspc1] 05/3/2024 10:22

Yep I know but GS just reduced their st forecast predicting another low. Terrible timing for EMH. Only a proper offtake will save the day here

[diesel] 04/3/2024 22:57

Lithium prices are moving up, 10% in the last week.

[robertspc1] 04/3/2024 21:25

Mitsubishi will buy a 7.5% stake in the project of Frontier Lithium for C$25 million ($18 million) with an option to increase it to 25%, as per the terms of the agreement signed last week, sending the Canadian miner's shares up 21% on Monday. Anyone seen Keith

[greenmachine1] 01/3/2024 16:47

Really, it’s not a dodo until we get an rns telling us cez have decided to pull out and no mining will take place. Until then…..

[robertspc1] 01/3/2024 16:31

Well It's now March so Keith has 4 weeks to pull his finger out of his .... Otherwise this is a dodo

[robertspc1] 26/2/2024 12:59

Nice spot. Maybe Keith can contact them when he returns from his holiday ?

[goodgrief] 26/2/2024 09:59

Hope EMH gets a bite at this pie!Vulcan Energy Resources Limited is pleased to announce an update on the European Investment Bank (ElB)s proposed involvement in the financing of Phase One of its ZERO CARBON LITHIUM™ Project.ElB's proposed financing could amount to up to €500m (~A$825m), pending completion of due diligence, credit approval and legal agreement, and subject to ElB's governing bodies approval.It is expected to serve as a cornerstone to complement ongoing debt funding discussions with leading export credit agencies and international banks.

[dvsfm] 21/2/2024 16:43

Nice to see volume creeping up

[robertspc1] 21/2/2024 12:42

BMW and Albemarle announce long term partnership... but Keith's on holiday again

[robertspc1] 21/2/2024 10:26

I am not too concerned about the DFS delay. Highly technical document with many moving parts outside management control. The lack of an offtake however is entirely down to senior management especially the CEO. He wanted to play the lithium price game and completely screwed up

[diesel] 21/2/2024 09:42

A comment from the RNS, over a year ago, awarding contract to deliver the DFS.
DRA has the necessary capacity, expertise and track record to deliver the Cinovec DFS in a timely and efficient manner.

[robertspc1] 21/2/2024 09:37

ZNWD up 50 per cent on entirely expected news.

[robertspc1] 21/2/2024 08:50

ZNWD rallying sharply on resource upgrade. Tumbleweed here. Maybe Keith has gone back to the beach

[robertspc1] 19/2/2024 17:46

This is just crawling slowly back to the price in Oz. Could be double this price or half of it in a few weeks.

[lawson27] 19/2/2024 14:27

Here we go, c'mon EMH, GLA

[robertspc1] 15/2/2024 16:28

Yes the price gap is puzzling. Meanwhile Canadian miner Nouveau Monde Graphite (NOU.V) said on Thursday it has agreed to sign a multi-year supply agreement with a unit of General Motors (GM.N) and would receive $150 million in equity investment from the automaker. Maybe send the details to Keith ..

[dvsfm] 15/2/2024 08:13

Aus finished up today equivalent to 19p. It's a big gap to where aim is right now

[robertspc1] 14/2/2024 09:46

Exactly what I was thinking. But with Keith reaffirming that DFS due this quarter, I still find it surprising a NXD is allowed to buy shares. Still let's take it as positive

[diesel] 14/2/2024 09:22

While it’s good to see a non exec dir. buying stock, it also means that no news is imminent.

[robertspc1] 13/2/2024 09:28

Yes indeed. But he has failed to deliver for years so has no real credibility

[diesel] 13/2/2024 09:18

He did see to suggest that it would likely be a German manufacturer.

[robertspc1] 13/2/2024 08:55

Shares up 19 per cent in Oz. Traders maybe realise Keith had a few cards in his hand and that he could yet surprise everyone with a big offtake partnership ...

[diesel] 13/2/2024 08:08

Flurry of trades first thing, something going on? From the interview, kindly posted by GG, it sounded like they were not ready yet to release the DFS.

[goodgrief] 12/2/2024 09:06

Latest interview . . . hTTps://youtu.be/3IiABAICtWo?si=_QBWXSSCI02cg0EI