Zinnwald Lithium Share Discussion Threads

[oldiegoldie] 07/2/2021 19:22

With regard to lithium price, you are right that this is of course massively impacting the NPV.
There was a nice presentation that Tesla estimates 165% of current world supply for producing 20m cars per year. Of course 20m cars per year is a lot, Volkswagen currently produces ca 11m p.a. with ICE engines.
Nevertheless, current global EV sales is ca 2m p.a. and I believe factor 10 in EV sales is something that will be achieved very quickly.



There are similar presentations from Volkswagen.
All in all I believe, even with progress in Li recycling technologies, in a few years there will be a massive shortage.
Therefore a) new mines will be built and b) the price will easily break the 50k$/ton IMHO.
Difficult to make a concrete prediction, but I do not see any reasonable case where the price might drop.

[oldiegoldie] 07/2/2021 14:31

find here some data concerning the DFS
(some of the company names have changed obviously)

[gepetto100] 05/2/2021 12:28

In SolarWorld

[gepetto100] 05/2/2021 12:26

Parsons - I watched it last night too, don't be fooled by the tone. Lots of information that gives rise to optimism especially on staging of the mine, mkt cap in relation to competitors and his views on doubling up demand. Im actually more optimistic than before I saw it. Obviously a market pitch but nevertheless good forward view. The only bit missing for me was any update on the 50% option to acquireYou're the go

[kash125] 05/2/2021 11:21

based on the presentation and 2021 objectives, what are predications for end of 2021 price?

[parsons4] 04/2/2021 13:05

Just watched the Webinar, wow what a bore, Justin was nearly dropping off. The chief exec is not very excited about the project, I think I need to consider the size of my holding here !!!

[nowenterprise] 04/2/2021 10:48

Webinar video:

[jusjusjus] 03/2/2021 15:23

Bacanora $60m placing announced to propel them towards becoming a producer at Sonora with their partner Ganfeng

[stuart little] 02/2/2021 17:56

The most important question right now being about the 50% ownership...they won't be able to say anything worthwhile unless we get an RNS tomorrow.Zinnwald Lithium plc, the German focused lithium development company, is pleased to announce that its CEO, Anton du Plessis, will be presenting at an investor webinar being hosted jointly by Turner Pope Investments Ltd and Vox Markets.The event will be held on Wednesday 3(rd) February at 5.30pm. Please register your interest at https://voxmarkets.brand.live/c/zinnwald-lithium-webinar

[gepetto100] 02/2/2021 12:08

Still Good Luck

[g2theary] 02/2/2021 09:37

Thanks for the luck I've saved £3750 ... will buy back my 125k shares at 8p :)

[gepetto100] 02/2/2021 07:38

EMH drilling results are out - looking excellent, near perfect lithium grade - ZNWD is on the same line, now would be a fine time to secure the other 50% - looking very good for the future

[ukgeorge] 01/2/2021 18:00

Presenting on wednesday

[oldiegoldie] 28/1/2021 20:49

ZNWD is flying in TSLA territory.
Just wait for the insanity to swap over

[cookalot] 28/1/2021 20:38

Bubbles can inflate a lot longer than you might think

[hhhold2] 28/1/2021 20:34

The markets are in a bubble, 190% to GDP, W Buffet says its a bubble at 100% ,

I know its relevant to each indices as the FTSE has been lagging for a while but there's no way we won't get affected by what's about to unfold in the USA,

FIAT currency started by Nixon is at the end of the road, were else is there left to kick the can to?

[fishyneck] 28/1/2021 15:46

Hopefully they will have news on the other 50% prior to the webinar on Wednesday.

Why hold a webinar without some solid progress to report on....

[cookalot] 28/1/2021 14:30

I’m curious to know what you base that on?

[hhhold2] 28/1/2021 12:58

I was thinking more like between 3 to 5p , we will see over the next few months

[cookalot] 28/1/2021 10:19

8p seems unlikely barring a disastrous rns. 12p could be possible though but I think that would only be temporary as there is a lot of support around this current level.

[g2theary] 28/1/2021 08:40

O. Track for that 8p in this market ;:)

[bigballsbob1] 21/1/2021 18:02

Interesting price action, tomorrow will be the big test. If it holds then I expect a break up next week. Otherwise could be a big fat dump

[hhhold2] 21/1/2021 09:27

im out, will look at these again after the crash thats coming