Zinnwald Lithium Share Discussion Threads

[scrutable] 05/1/2022 09:53

My broker is terrified of buying after the kind of apparent spike in the ZNWD SP, but this is no speculative frenzy, just a part recovery from a previous high of 28p - and there is no recognition in THAT high of the 500% increase during the intervening year of the price of the metal. The share price will still be grossly undervalued even at its previous high.

This is the cheapest buy on the LSE/AIM today - BY FAR - although there will inevitably be several short -lived retracements/buying opportunities on the way up)
If anyone disagrees they should post the details (it could be AVCT after a long awaited next RNS)

[dmitribollokov] 05/1/2022 09:48

About the 25p… ;-)

[regandharry5] 05/1/2022 09:35

Yes, I was being facetious.

[tomtum1] 05/1/2022 09:20

25p will be no problem.

[bountyhunter] 05/1/2022 09:19

More likely huge earth movers being located Germany, one of Zinnwald's advantages is that they are not in the third world ;-)

[regandharry5] 05/1/2022 09:17

Yes, I'd like to think 25p, and then hold there for a while. We then need some updates on when they get the shovels out of the van.

[dmitribollokov] 05/1/2022 09:15

20p is support…

[iammrweald] 05/1/2022 09:00

Reg,I think,6 monthly, that 20p is now a resistance? I'd like that to hold,push on. Added here around 14.8p to add a bit of diversity to portfolio after a year end shuffle. Good hunting.

[dmitribollokov] 05/1/2022 08:55

$20Bn+ of lithium in the ground. Think high…

[tomtum1] 05/1/2022 08:55

The new Crypto LITHIUM

[regandharry5] 05/1/2022 08:54

Thought 20p would be a gimme, question is, where do we go from here?

[gepetto100] 05/1/2022 08:50

Good morning dimitri

[dmitribollokov] 05/1/2022 08:22

Morning zinnwalders!

[bountyhunter] 04/1/2022 18:18

Interesting.

Capitalise the h to make clickable...

[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.