Zinnwald Lithium Share Discussion Threads

[dmitribollokov] 12/1/2022 12:51

It’s not barclays stake, it’s the pooled amount of their clients’ positions.

[petewy] 12/1/2022 12:45

Not one sale to 12.24pm yet no movement in price. Cannot understand it, 500,000+ buys.
Unless Barclays are selling their stake 2.10m ???/

[dmitribollokov] 12/1/2022 12:20

At near/full ask? No, that’s not how it works. Am being bid 20.4p for stock.

[gepetto100] 12/1/2022 11:48

Either that or an off loader

[dmitribollokov] 12/1/2022 09:59

Still all buys, has to pop soon.

[dmitribollokov] 12/1/2022 08:50

All buys so far other than the UT.

[tomboyb] 12/1/2022 08:25

The price of batteries for electric vehicles looks set to rise in 2022 following a decade of sharp decline as supplies of lithium and other raw materials fail to keep up with ballooning demand.

While mining companies scramble to increase production from existing facilities and develop new sources of supply, benchmark prices of lithium carbonate ended 2021 at record levels. In China, the biggest battery-producing country, the price was Rmb261,500 ($41,027) a tonne, more than five times higher than last January.

Other commodities used in cathodes, the most expensive part of a battery, have also been rising. The price of cobalt has doubled since last January to $70,208 a tonne, while nickel jumped 15 per cent to $20,045.

[tomtum1] 11/1/2022 19:33

Yes I found it over on LSE but it originated from yourself. I was in BCN and did well at 20p here is a bargain.

[bountyhunter] 11/1/2022 19:10

Serbia don't have the same requirement for Lithium as Germany where the Zinnwald deposits are located. Zinnwald are further along the development path than their peers by the way having completed a DFS - see header.

[bountyhunter] 11/1/2022 19:08

#514
Looking back I did post that previously and in detail! - clearly I have a memory like a seive - or maybe we all do lol!

[scrutable] 11/1/2022 19:07

tomboy

In Serbia environmentalists are objecting to development of the lithium. In Arizona at Thacker Pass,the blockage to mining by LAC is on a/c of the sacredness of tribal burial grounds. Development won't be plain sailing anywhere, takes a lot of patience, and five years at least of permitting, engineering design, testing and raising of substantial capital.

The shortage of capacity is developing NOW, which is why so many Chinese companies are buying up the first movers NEO and Bacanora. The price and profits will rocket but probably end up in ten years with extreme over supply and price collapse. - for lithium is widely spread.

[bountyhunter] 11/1/2022 18:51

Well done tt. No concern at all then. In fact a big positive. I've got a feeling I may have posted that link previously :)

Clickable

[tomtum1] 11/1/2022 18:47

This answers the questionhttps://www.asktraders.com/analysis/zinnwald-lithium-up-15-as-news-of-gangfeng-stake-sinks-in/

[bountyhunter] 11/1/2022 18:42

Those are only small proportions so I don't think of any great concern. I shouldn't imagine there would be any problem finding potential buyers given the way things are going with Lithium prices...



Of more interest is that Ganfeng hold 8.68% and I imagine would be happy to acquire a few more...

[flyfisher] 11/1/2022 18:37

As of 20th dec. G&P GMBH hold in excess of 3% and so are required to report changes as they go through the next whole number percentage, i dont see any change from them. Cant say with Elsmann as he is now below 3%.

[bountyhunter] 11/1/2022 18:26

still registered today? how do you know that, do you have an up to date link to confirm? only about a tenth of the market cap in any case so I wouldn't worry too much

[flyfisher] 11/1/2022 18:10

32m shares are still registered in the joint liquidators names and are waiting to be transferred to the solarworld bond holders.
I don't see solarworld bond holders as being natural stock owners in the equity of a mining operator.
When are these shares going to hit the market and what indigestion will it cause?

[tomboyb] 11/1/2022 17:21

Just on numbers alone, the world produces 440,000 metric tons of lithium carbonate currently. By the early 2030s, the US itself will need 500,000 metric tons of lithium carbonate -

A very hefty number hence there will be a lot of exploration and new techniques to extract in an environmentally friendly way -

[dmitribollokov] 11/1/2022 16:47

Yeah a bit rubbish, US coming back strongly again - tomorrow!

[bountyhunter] 11/1/2022 16:42

Another UT distorting the closing price! Not by as much as yesterday but there seems to be a pattern.

[leas1] 11/1/2022 16:13

Cannot see how you can come to that conclusion that someone has opened a short based on those reported trades. You could argue that someone is building a position.

[bountyhunter] 11/1/2022 16:11

Plenty of buys going through in the last 30mins which has evened things up.

[scrutable] 11/1/2022 16:00

I think someone is being stupid enough to be building a short position in Zinnwald. Eight trades of 50.000 each have gone through at careful intervals today.
They are going to catch a bad cold.


The price of Li will continue to roar ahead. As Tomboy warns: there's a shortfall in supply for the flood of EVs on their way.

[tomtum1] 11/1/2022 13:49

We are sitting on the most advanced mine in Europe up the road from VW and TESLA