Zinnwald Lithium Share Discussion Threads

[leas1] 04/1/2022 17:06

I see Vulcan have secured more exploration licences in Germany. They have already got a deal with German car manufacturers so they will be looking at securing their supply chain. I'm guessing, despite the current cheap MC it explains the 20% rise. Things are getting very interesting here.

hxxps://www.msn.com/en-gb/money/other/lithium-miner-vulcan-gets-five-more-exploration-licences-in-germany/ar-AASpcbO?ocid=BingNewsSearch

[bountyhunter] 04/1/2022 16:53

very high volume today - see header chart

[dmitribollokov] 04/1/2022 16:45

Up 21% on 12m volume. Will take that as a start to the year. This thing is still ridiculously undervalued, so much more to be had. Expect this to be taking on the summer highs in short order. It really should settle in the high 30s/mid 40s trading range before any significant news. It’s cashed up and ready to go.

[tomtum1] 04/1/2022 16:18

Every so often a little gem comes along. Can't believe I only bought in a couple of weeks ago

[dmitribollokov] 04/1/2022 15:20

They’re mostly not large enough yet to get institutional holders/backing. Ironically the larger the market cap gets, the more they will get involved.

When in production they will be levered plays on the Li price. That’s why these are so ludicrously cheap atm. Many many bags yo be had here and elsewhere. But this is the cream of the lithium stocks by a mile atm.

[leas1] 04/1/2022 13:59

I think when you see them producing is when you start to see a true reflection of a company’s valuation.
Personally I see it as a buying opportunity as ZNWD well placed geographically and politically.
When assets are converted into profits the current NC will be laughable.

[cbeadle] 04/1/2022 13:10

It’s amazing how the Lithium mining companies have failed to rise in step with the Lithium price. EMH also not really responding to the market Lithium price.

[steeplejack] 04/1/2022 10:19

The collapse in the price to near 13.5p pre Xmas was odd especially given a heavily discounted (but well supported)placing at 15.5p.These AIM exploration stocks have always moved in mysterious ways but that near halving of the price in a few months was inexplicable given the lithium price.I’m not complaining though having been able to pick up stock well below that placing price.Germany based ZNWD should arguably enjoy a rating premium over EMH and BCN given the political complications of operating in the Czech Republic and Mexico respectively.

[flyfisher] 04/1/2022 10:10

According to.



Current lithium carbonate price is 3.63 times what it was at the time of the DFS.

This, plus other project enhancements, should show through at the NPV level in the upcoming BFS.

[dmitribollokov] 04/1/2022 10:10

Lovely stuff guys, very long way to go here.

[g2theary] 04/1/2022 09:56

These will quickly get to 25p ;):)

[bountyhunter] 04/1/2022 09:54

Absolutely, it was certainly considerably lower at that time!
I would like to see an update of the May 2019 NPV of €428m for the Zinnwald resource taking that into account.

[flyfisher] 04/1/2022 08:52

What was the lithium price at the time of the PFS.

As they are now working towards the Bankable Feasibility Study, the figures should look proportionately greater, due to current lithium price being used.

[gepetto100] 04/1/2022 08:34

Bounty - I've been tracking lithium for some time now and the scale of the increase over the last year has never been seen before. Not sure much attention is still being given to it apart from a few brokers who have really benefitted

[regandharry5] 03/1/2022 21:56

We were over 20p a few weeks ago. It has legs left in it yet.

[bountyhunter] 03/1/2022 10:50

Posted on LSE..

Oscar747
Price: 15.75

RE: 2022 Sun 13:54
ZNWD seems cheap at 50 million MC. Considering where price of lithium is at currently and the forecasted supply deficit to come, a deposit right in the middle of Europe in a country full of auto OEMs, should be valued a lot higher eh?

[bountyhunter] 03/1/2022 09:15

Some context would have been useful I agree. The company have provided some metrics which could have been quoted and since then the price of Lithium has risen significantly.
Feasibility Study, May 2019: €428m pre-tax NPV (8% discount rate); pre-tax IRR 27.4%; 46% EBITDA margin
The current market cap is only £46m

[scrutable] 02/1/2022 23:25

I am strongly supportive of ZNWD as the best litho play of 40 or so possible lithium investments all over the world but Motley is making a big Fool of itself suggesting that 'profits could soar'from a mine not yet scheduled to produce.

[bountyhunter] 01/1/2022 19:48

The Motley Fool

A penny stock for the EV boom

I also think profits at Zinnwald Lithium (LSE: ZNWD) could soar as demand for lithium steadily takes off. This particular UK share owns the gigantic Zinnwald lithium project in the heart of Germany’s carbuilding country. It’s therefore well placed to ride soaring demand for low-emissions vehicles that run on lithium batteries...

[tomtum1] 31/12/2021 13:02

What a lovely finish

[flyfisher] 31/12/2021 11:45

Thanks bountyhunter.

[dmitribollokov] 31/12/2021 11:41

Happy new year guys! 🚀🚀

[tomtum1] 31/12/2021 11:37

Happy new year all