Zinnwald Lithium Share Discussion Threads

[bsg] 08/2/2023 13:48

The BOD have little to no skin in the game as yet.

[qs99] 08/2/2023 13:47

Useful, thanks. If the economics of this ARE as ZNWLD think they are, then the company IMO is likely to be a v.v. large multi-bagger.....so you pay your money and take your chances over 2023/24. DYOR and GLA!

[steeplejack] 08/2/2023 12:02

https://seekingalpha.com/instablog/970767-tim-worstall/5674812-will-zinnwald-lithium-be-able-to

[steeplejack] 08/2/2023 10:57

There have been articles written by geologists questioning the economics behind the exploitation of Zinnwald resource.People with specialist mining expertise.Interestingly,one company that has experienced a similarly seesaw ride on the AIM market is Horizonte Mining.The CEO is none other than Jeremy Martin who is non executive chairman of Zinnwald.Over the last 12 years or so,Horizonte have been some 4 times higher than the current share price and considerably lower.The vagaries of Zinnwald's price will come as no surprise to Jeremy Martin.Keeping the faith with Horizonte has been a profitable exercise and it could be with Zinnwald but a good deal more hard data and comparatives are required to engender confidence.Horizonte has always been very astute and informative,may it rub off on Zinnwald.

[euclid5] 08/2/2023 10:14

Anyone confident that Ganfeng Lithium will help towards the funding ?

[qs99] 08/2/2023 08:52

"knowledgeable people".....really? OR those who had made good $s cashed in on an IPO that wasn't well managed perhaps?

Asset is there it appears from all RNSs I have read, now needs licencing etc etc, Tamesis note is IMO the start of a push to get these shares much much higher, and I have bought in on the back of that....they have in their model c.34p wasn't it (DYOR) to fund raise, so there is my first target!

AS ever DYOR, some new news and new instis would be nice to have soaked up all those residual sellers.

Cheers
QS99

[robertspc1] 07/2/2023 19:01

I hear all the negative stuff but think the shares have bottomed. Unless the new broker stimulates some serious institutional interest or the company gets some non dilutive financing the company is a sitting duck.

[steeplejack] 07/2/2023 18:52

I agree and thats why the shares soared to the high twenties in price but knowledgeable people clearly have very real doubts as to whether Zinnwald will ever progress to production otherwise we wouldn't be worth a tanner.Unless something dramatic occurs,will be utilising as a capital loss before tax year end.Of course,the Tory party intend to make capital losses a good deal more valuable as the capital gains exemption falls to but £3000pa.Thoughtful of them.

[bsg] 07/2/2023 14:58

Looks like another one to write off against future capital gains.

[qs99] 07/2/2023 13:31

Given recent geo-political events & Chinese buying up world commodities over last decade, especially in Africa, Germans would be mad not to give licensing for this in their own back yard IMO....DYOR....then again, I didn't think they would hand Putin all their energy security on a plate......maybe they will have learned their lesson.....DYOR

[robertspc1] 07/2/2023 12:24

Thacker Pass gets go ahead st one condition. Eu needs to speed up permitting processes or get left behind

[steeplejack] 07/2/2023 00:31

Well they would say that!Afterall,the broker's job is to widen the appreciation of the company's potential.By definition (given the stock has fallen some 75% from its high)the assumption must be that the existing broker,plus the management,have fallen short on selling that potential.I think there are two pretty clear cut concerns re Zinnwald.Firstly,planning permission ie will it be forthcoming.Secondly,the cost profile.There has been discussion in the past about the bottom line profitability of extracting the resource despite IRR assumptions that have been wheeled out.

[robertspc1] 06/2/2023 19:05

The new broker was surprised how few investors had heard of Zinnwald. Let's see what they can do to change that

[qs99] 06/2/2023 09:53

Indeed. If float price was 21p & per that note those holders have sold down and caused the share price collapse, then should not that be the first share price target short term if sellers have sold, project dynamics are the same if not improved since float & a few years nearer production?

DYOR and interested to get views as looks v. interesting.

Cheers
QS99

[sos100] 06/2/2023 08:29

amazed given the resource this hasn't attract a bid....but we can say that about so many small caps

[robertspc1] 06/2/2023 08:26

Yes detailed note. Obviously they say it is ridiculously cheap. Predict $30m equity funding this year ... at 34p. Interesting they note that if investors don't move soon then industry will. Will be interesting to see reaction ... meanwhile I'm adding on weakness etc

[5chipper] 06/2/2023 08:21

Tamesis seems to have involved in quite a few deals and financing initiatives with mining companies these past few years. They are a new company which were founded in 2016 and we’ll have to see what they can do here for Zinnwald.

31 pages to get through later but initially they seem to be talking up a share price of 40-60p

[steeplejack] 06/2/2023 08:00

https://www.tamesispartners.comAdditional broker appointed.Not before time given the share price performance.

[rover62] 03/2/2023 14:57

Bsg,
Really?
I had to laugh as don’t you read the news?

[bsg] 03/2/2023 13:31

Will this ever be a going concern? There don't seem to be many mines on German soil any more.

[goggin] 01/2/2023 16:14

From 2 days agoScholz lobbies in Chile, Argentina for Germany as mining partnerGermany keen on securing lithium for auto industryAlso seeking partnerships on green hydrogenMaybe he should be looking closer to home :-)

[robertspc1] 31/1/2023 12:29

General Motors Co. (NYSE: GM) and Lithium Americas Corp. (TSX: LAC and NYSE: LAC) announced today they will jointly invest to develop the Thacker Pass mine in Nevada, which is the largest known source of lithium in the United States and the third largest in the world.Under the agreement, GM will make a $650 million equity investment in Lithium Americas, which represents the largest-ever investment by an automaker to produce battery raw materials. Lithium Americas estimates the lithium extracted and processed from the project can support production of up to 1 million EVs per year.

[sev22] 30/1/2023 12:27

Zinnwald Lithium shares get an early boost from drill results: