Zinnwald Lithium Share Discussion Threads

[bsg] 22/2/2023 13:11

It's just wishful thinking by some that a white knight will ride to the rescue. Trouble is most white knights seem to be from China at the moment. That will not be allowed in Germany. IMO.

[albert3591] 22/2/2023 12:42

If no news it will fall,we will see.

[albert3591] 22/2/2023 12:41

That is the way it usually goes,we will see.has there been any news that would warrant a rise in share price if there is one coming the rise is because people in the know have spoken.

[qs99] 22/2/2023 12:38

Why do you think that Albert?

[albert3591] 22/2/2023 11:56

Straight up,then straight back down

[gepetto100] 22/2/2023 11:46

E - ive been here since znwd inception and its now encouraging to see the fruition of the factory ( and they've overcome alot of objections to get it underway) and of course Znwds position Of course the broker note is another step i highlighting the value of znwd and of course we now have falkenhain satellite target as well

[euclid5] 22/2/2023 11:38

Thanks Gepetto100, but it's the Broker mentioning it in their comprehensive note

But thanks anyway - good to know they are near this giga factory, close customer

[gepetto100] 22/2/2023 11:34

Just to note this the gigafactory Euclid is referring toohttps://www.tesla.com/en_gb/giga-berlin

[g2theary] 22/2/2023 11:29

Nice .. looking strong here still ... 20% day today ;)

[tomboyb] 22/2/2023 11:24

Back above 10p -

Lithium market looking pretty buoyant -

[euclid5] 22/2/2023 11:23

Page 12

We note that initial drill results from the recent drilling campaign support the plan to consider the Albite Granites (previously referred to as "Ore Type 2" in the recent PEA) for the Mineral Resource and future mine plan, with potential to materially increase the total Mineral Resource. This is what Cinovec has done

[euclid5] 22/2/2023 11:20

Page 7 of the BN report

Peer Analysis

Aside from the key takeaway that the share price is trading on such eye wateringly attractive valuation metrics,there are several distinguishing features:

• Location – In Germany within 150km of three planned giga factories.

• Comprehensive PEA completed – 50t bulk sample tested and 90% plus recoveries achieved from a processing route arguably at PFS stage

• Complete set of infrastructure on site including access and ventilation tunnels, local rail line, optimal plant and tailings locations, power lines, testing facilities.

[euclid5] 22/2/2023 11:18

SOP and PCC By-products Reduce Unit Costs

The processing plant has been designed to reduce/remove acid consumption (and disposal) and use potassium (K) units for the precipitation stage thereby allowing the production of SOP as a by-product (c. 30% of K units originate from the ore). The process will also produce precipitated calcium carbonate (PCC) for the paper industry.
Both have large markets within Europe and should be readily saleable.

Based on an annual production of c. 12ktpa LiOH, the mine will produce approximately 57ktpa of SOP each year which at $950/t (c. EUR875/t) price assumption adds $54m pa in revenues (or 18% of total). According to our modelling this brings the cash cost down from $10,800/t LiOH to $6,120/t LiOH making the Project highly competitive versus it peers

[euclid5] 22/2/2023 11:16

Below extract taken from pag 5 of the BN report

The current measured and indicated resource at Zinnwald is 35.5Mt grading 0.7% LiO2. This is based on so called Ore Type 1 which are the greisen beds – see fig 12. It is surrounded by greisenized albite granite (Ore Type 2) which is lower grade but adds considerable scale and potentially simplifies the mining.

We note it is included in the Cinovec project (a JV between European Lithium and Czech power company CEZ Group) over the border which reports a resource of 700Mt at 0.4%. Basic estimates so far point to an additional 200Mt.

We could see a doubling of the PEA reserve assumption as a result and a 70% increase in ROM throughput (assuming a 1.5Mtpa operation) as well delivering over 17kt pa LiOH, a c. 40% increase on current plans.

[qs99] 22/2/2023 11:14

Boom, someone just paid 10.25p it seems....DYOR...squeeze coming on!

[mylands] 22/2/2023 11:12

Nice trade of 200k just gone through at 9.9p, firming up the price, so looks like a buy.

[euclid5] 22/2/2023 11:12

The recent broker note is worth a good read, has further details about the potential resource upgrade of the Or type 2 details and NPV values (Lower grades but much larger resource base)

[sos100] 22/2/2023 11:06

just an educated guess but i think there's not that much stock about..

[qs99] 22/2/2023 10:44

Really interesting thanks.....

[gepetto100] 22/2/2023 10:40

https://news-by-ai.com/business/the-race-to-buy-lithium-mining-companies-has-begun/

[qs99] 22/2/2023 10:05

Think it may pop again IMO....DYOR...paying near full offer

[mylands] 22/2/2023 09:50

Creeping up, nice and slowly. Don't want a sharp rise which simply draws out the sellers.

[qs99] 22/2/2023 08:28

Great to see 10p on the offer.....and yes slow and steady is fine, but as it is so tightly held IMO there will be some wild swings.....GLA and DYOR

[sos100] 22/2/2023 08:21

gentle rises plz....we don't need a volatile share price

[g2theary] 22/2/2023 08:19

These are only going one way today ;)