Zinnwald Lithium Share Discussion Threads

[bsg] 20/1/2023 09:48

Probably being where it is doesn't help.

[sos100] 20/1/2023 09:13

only lithium company doing sod all ...

and has one of the biggest resources🤔

[5chipper] 20/1/2023 09:02

Good shout - tempted to top up but about 30% down on these now which is a bit frustrating! M&g and solarworld but large sellers and both now fully out so hoping for the tide to turn here soon. Must be a drilling update on the horizon pretty soon?

[robertspc1] 20/1/2023 08:44

Added. Company valued at 20m. That won't go unnoticed by the larger mining companies looking for lithium assets

[steeplejack] 20/1/2023 08:31

52 week low this morning.Exasperating investment.

[euclid5] 18/1/2023 10:32

Don't forget they have the biggest lithium company in the world as a major s/holder

Ganfeng Lithium 25,465,899 8.7%

[robertspc1] 18/1/2023 10:17

Suspect price might be more dependent on what EMH announces re offtake and funding. Been due for a while but EU and VW dithering as per

[shieldbug] 17/1/2023 10:43

Share price here is driven greed and fear. when the price is low negativity flows. When price is high they will gush positivity. The company is infill drilling and the MRE will likely increase but don't expect share price to react to fundamentals for quite some time.

[robert bane] 14/1/2023 18:59

Yeah that's probably good advice for both of us :) x

[robert bane] 14/1/2023 13:16

.....snooze :)

[bountyhunter] 14/1/2023 09:04

You certainly have a weird sense of humour :)

[bountyhunter] 13/1/2023 21:50

Good idea, feel free to do so :)

[robert bane] 13/1/2023 20:13

Start a new thread somewhere else:)

[bountyhunter] 13/1/2023 19:28

If I want to post on the thread I started I will! I've already wished those still holding good luck. I suggest you take a hike and take your irrelevant politics elsewhere!

[robert bane] 13/1/2023 19:23

Why don’t you previous holders take a hike! Sick of hearing your moaning. Why isn’t anyone talking about Biden’s lead in the US? Soon to be followed by Europe hopefully but we do have the small matter of a recession and a war going on!

[euclid5] 13/1/2023 16:48

Seems many may of over looked this part in the last update - so far the NPV is based on the 35MT

 Initial drill results support the plan to consider the Albite Granites (previously referred to as "Ore Type 2" in the recent Preliminary Economic Assessment ("PEA")) for the Mineral Resource and future mine plan, with potential to materially increase the total Mineral Resource

The Project's historic MRE was based solely on the Greisen beds and excluded the Albite Granites. One of the goals of the ongoing in-fill drilling programme is to materially increase the MRE, which could, in turn, accommodate greater mining capacity for an expanded Li-product output.

Historic estimates quantified the tonnage potential of the Albite Granites alone at above 200Mt, 

[bountyhunter] 13/1/2023 15:31

plus a less highly regulated regime and a management that moves faster than a snail's pace

...but ignore me I'm now just a frustrated former holder

good luck this will probably fly now that I've switched to ALL!

[goodgrief] 13/1/2023 15:11

Size of asset - 30Mt+, lowest cost of production, IRR over 200 percent.

[5chipper] 13/1/2023 13:28

What’s the justification for ALL to be on a 10x premium valuation to ZNWD?

[goodgrief] 13/1/2023 13:26

ALL has been held back by a determined seller, that said all lithium stocks have been suffering over the past months.

[steeplejack] 13/1/2023 12:32

Yes its been a disappointment .Thereagain,Atlantic for all its ‘gusto’,has been treated pretty badly too.I think Zinnwald could be bottoming out around current levels.Note that that the spread has widened of late which suggests the MMs are taking a more defensive stance after the steady price retreat of 2022.Currently,bid for size inside the quote.That said,there seems no urgency with Zinnwald who continue to pursue their goals in a very pedestrian fashion!

[bountyhunter] 12/1/2023 16:04

I have to say this has been one of my worst investments ever, it seems to take forever for this company to do actually do anything! As to producing any Lithium that still seems to be light years away. Sorry but sold out my remaining holding today and reinvested in ALL where the prospects look much brighter!
Good luck to any long suffering shareholders still here.

[shieldbug] 11/1/2023 14:55

Does anyone know if Henry Maxey who owns 14.7% of ZNWD is the same Henry Maxey who is CIO of Ruffer? He seems to have bought 12.7 million shares in the December 2021 raise at 15.5p.