Zinnwald Lithium Share Discussion Threads

[igbertsponk] 02/2/2022 11:33

After BCN nobody trusts the ability of tiny lithium miners to ever get to production without someone taking them over for buttons.

[scrutable] 02/2/2022 11:20

The general conversation is that none of the existing miners except Pilbara 'down under' have spare capacity to increase production significantly, and the next producers - like BLH, ALL, S-I, EMH, LAC,PLL, SAV. and ZNWD have not yet raised sufficient capital and built the infrastucture to produce.

ZNWD has at least got its definitive feasibility plan and is at the nearest to producing but even they have given no forecasts, nor news of take-off agreements.

The shares showing the most sensitivity to good news are those known to have adequate capital already arranged like BLH, SLI. and the collaborators ALL and PLL - and of course the Chinese giants like Ganfeng.

ZNWD does look as though it has woken from its slumber today and risen five notches. EMH on the other side of the border between Czech Republic and Germany is a much larger resource but a year behind with planning. I am impatient for the next update which should treble the project valuation for ZNWD to take account of the much higher metal price now reached..

[tomboyb] 02/2/2022 09:50

Good start today -

This is just the beginning of the journey for Lithium companies -

You can not expect the same trajectory for Lithium companies with the current Lithium price which is parabolic -

They will rise with a good project -

[indiestu] 01/2/2022 18:45

Because they don't have any lithium to sell yet.

[cbeadle] 01/2/2022 17:48

Why are the companies with lithium development assets not following lithium in the upwards price curve?

[petewy] 01/2/2022 14:51

I put Friday Feb 18th in my book as potential sell-the-lot as this is the final day of China's Olympics which is a deadline for Russia to act in the Ukraine and not outshine Bejing's closing ceremony.
ITMA: It's being so cheerful that...
Whatd'yathink Scrutable,

[scrutable] 01/2/2022 08:07

Lithium price up to another ATH by Y10,000/T ($620?T) to Y377,500/T ($23,600/T) =$23.6/Kg.

US bank forecasts are for an eventual $50/KG by end 2022.......Y800,000?T !!!

[tomboyb] 31/1/2022 12:23

Hopefully looking for a move back up -

Not much selling below 17p so positive -

[papillon] 28/1/2022 19:33

Possible bullish Inverse Head & Shoulders (IH&S) forming on the ZNWD chart since mid November. Possible target share price 28p. Will the IH&S form? Who can tell? I haven't got a crystal ball, unfortunately.

[dmitribollokov] 27/1/2022 21:20

Scrutable, i think this and a few others are amazing opportunities. I am just very bearish stocks in general after powell speech. He said, re-iterated, re-affirmed and then explained again that he was taking the punchbowl away. This will still be worth several x the current level at some point in the future. I just fear EVERYTHING is heading lower for a while. I sold every stock i own last friday, this Monday and a small stub today. Need to keep powder dry. GLA

[gepetto100] 27/1/2022 16:17

https://insideevs.com/news/563431/tesla-giga-berlin-start-2170cells/https://www.cnbc.com/2021/10/20/tesla-switching-to-lfp-batteries-in-all-standard-range-cars.htmlBig year coming - factory is 154 miles away

[bountyhunter] 27/1/2022 13:34

Well spotted and good points. Do you know if there is a date for the FY results?

[scrutable] 27/1/2022 13:25

bh
The last time the company reported I quote.... "Value engineering and optimisation of the flow sheet and associated infrastructure leading into an updated feasibility study". So that's in hand.

Furthermore they confirmed having been granted " additional resource at the Sadisdorf exploration licence...located approximately 12 km from the Company's Zinnwald licence area, an historic JORC resource which adds materially to our existing resources and, together with two other exploration licences held by the Company, has the potential to add significant resource upside to the Project.

That should all be clarified in the March FY results.

[bountyhunter] 27/1/2022 08:33

Also if ZNWD updated the NPV of $428m for the Zinnwald resource - determined in 2019 - in the same way as EMH did recently (for their resource on the Czech side of the German / Czech border) that would certainly help imho.

[jbravo2] 27/1/2022 08:12

What will get it going is the seller clearing
Volumes are healthy so it may not be long

[scrutable] 27/1/2022 08:05

dmitri

Standard lithium (STi, just starting the engineering work for their mine in Nevada, was up 7% yesterday and the metal price is up by a bigger step than usual this morning Y9000/T - ($560/T to 367,500/T (+2.51% - a new ATH!)

Almost now well above (3-4 X )its original value, every day, the feasibility study reflects the same rise in expected rate of return and in project value. The Sp must begin its rebound from the current miserable level very soon.

I wonder what will get it going?. It is more and more helplessly undervalued whilst shares like BLH and ALL have out performed almost every day since the first week in January

[dmitribollokov] 26/1/2022 22:14

Sadly after the fed today, everything is heading lower.

[tomboyb] 26/1/2022 14:55

The price may start to edge up a little -

Lets see if we can get to 18p+ -

[scrutable] 25/1/2022 10:21

There have been no retracements of the lithium price chart, all year in a reckless exponential climb, unlike anything I have ever seen before on any share or any commodity.

Up again on Friday by Y8,000/T ($5000) as posted already but another Y10,000/T ($625) yesterday tO Y358,500/T ($22,406). Changes seem to appear as Wall St opens

[bountyhunter] 24/1/2022 22:44

Yes, the Dow closed nearly 800 points higher than it was @16:30 when the LSE closed.

[dmitribollokov] 24/1/2022 21:11

Mental day, should be risk back on again tomorrow.

[bountyhunter] 24/1/2022 19:00

Posted by tomboy on the BHL thread...

[bountyhunter] 24/1/2022 18:57

Yes, but we need to look beyond this, the FED's apparent sudden change of emphasis is I think to blame for the current carnage?

Maybe pulling back a bit now? The Dow is currently up vs at the time of the LSE close at 16:30...
Dow:

[dmitribollokov] 24/1/2022 17:16

Wow absolute hammering in the US still