Zinnwald Lithium Share Discussion Threads

[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

[bountyhunter] 31/12/2021 11:30

and to you and all others here 🎊 🚀

[gepetto100] 31/12/2021 11:27

TVM bountyEveryone have a good new year by the way

[bountyhunter] 31/12/2021 11:25

gp - incidentally there's a link to that live price chart for Lithium at the top of the header.

[bountyhunter] 31/12/2021 11:24

Have a look at slide 12 in the November presentation...



I've updated the header with the link to that latest presentation.

[flyfisher] 31/12/2021 10:39

Has anyone done a direct comparison of resource size and valuation for EMH vs ZNWD.

It would seem to be a similar deposit, with a similar route to market.

[gepetto100] 31/12/2021 10:18

Bounty that's a good live app

[bountyhunter] 31/12/2021 09:45

Lithium price chart:

[bountyhunter] 31/12/2021 09:44

Low supply drives up Chinese lithium prices

China’s battery-grade lithium carbonate price continued to rise amid dried-up spot supply in the week to Thursday December 30, which supported that for battery-grade lithium hydroxide. Lithium prices in East Asia’s seaborne market also rose as a result.

[bountyhunter] 31/12/2021 09:19

Most Lithium related shares have been beaten down over the last few months however with the market price of Lithium going in the other direction (up) 2022 could be a good year for Lithium related shares generally as share prices catch up and the low carbon revolution gains traction.