Zinnwald Lithium Share Discussion Threads

[jusjusjus] 12/11/2021 07:39

institutions have committed and Ganfeng now hold 56.6% of Bacanora

[scrutable] 11/11/2021 10:49

Is it too early to expect a take off agreement with one of the major EU auto groups?
The general rumour on wall Street is that there is already realisation that global supplies will be inadequate by 2025 and it is visible that several Chinese companies have acquired capitalist ownned Lithium resources - the latest being NEO L the highest grade in the Argentinian lithium fields

[dmitribollokov] 11/11/2021 10:22

Decent sustained buying here. Really should break out again.

[bountyhunter] 10/11/2021 20:04

Link to Monday's new corporate presentation...

[bountyhunter] 10/11/2021 17:01

broken out of the downtrend at last?

[bountyhunter] 01/11/2021 08:28

Those that thought the BCN deal was a slam dunk may have been mistaken, the apparent ZNWD arbitrage opportunity equating to the risk premium. I've been highlighting the risk associated with the BCN deal from the start, especially with regards to the required Mexican authorities approval. Good to see ZNWD in recovery mode, COP26 should help raise the profile.

[jusjusjus] 22/10/2021 16:13

not on course now, offer timetable suspended, Mexican authorities not cleared the deal by the deadline given to them!

[adobbing] 21/10/2021 07:01

Trying to work out from the BCN RNS whether they are on course for getting the Ganfeng deal through or whether it’s struggling.
Lots of talk of institutions holdings not being counted until close to the deadline, but not very clear!

[jusjusjus] 21/10/2021 06:33

Ganfeng receive acceptances of 89,024 Bacanora shares (about 0.023%) in last 7 days

[bountyhunter] 19/10/2021 19:53

Needs a leading H 🙂

Rather a large pdf

[gepetto100] 19/10/2021 12:38

ttps://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1026655/net-zero-strategy.pdf

[steeplejack] 18/10/2021 13:40

Closing date for the offer is 14 Nov.Long way off,one doesn't have to accept for a good while yet so expect things to start moving in a couple of weeks time.

[bountyhunter] 15/10/2021 20:10

Clearly not going well for Ganfeng...

[jusjusjus] 15/10/2021 14:04

they do have some committed intent to add to their 29%, but at this time look to be struggling to get to 50%

[gepetto100] 15/10/2021 13:03

Jus - wow !! Looking weak then is this a backlash against China

[jusjusjus] 15/10/2021 12:01

gepetto - the level of valid acceptances didn't change between the RNS on 7th and 14th October - 0.3% only

[dmitribollokov] 15/10/2021 11:16

Nice inverse H&S nearly complete

[gepetto100] 15/10/2021 10:41

Jus - really what do you have that suggests that

[bountyhunter] 15/10/2021 07:23

Has the risk factor re the BCN takeover not going through increased? I've not been keeping up with it, is Mexican authority approval still outstanding?

[richsawko] 14/10/2021 14:40

Jus in terms of the BCN offer I feel it is well undervalued. Sentiment maybe that others think so also

[jusjusjus] 14/10/2021 07:19

they're not rushing to accept Ganfeng's offer for Bacanora!

[bountyhunter] 13/10/2021 12:41

Quite significant, sentiment towards Li stocks may have improved given that price increase!

[gepetto100] 12/10/2021 10:14

Ganfeng Lithium to increase its lithium prices by 100,000 RMB / t Oct 10 to Nov 9 due to power issues and rising costs in China. This will take lithium prices above $40,000/tonne mark short term, but huge jump of 60%.

[bountyhunter] 09/10/2021 08:13

Interesting, Zijin Mining Group Co., Limited is a multi-national mining company headquartered in Mainland China so another Lithium aquisition by a Chinese major.

The Chinese have also been securing LNG deliveries for the next decade. They appear to be thinking ahead more than the UK and Europe.