Zinnwald Lithium Share Discussion Threads

[jailbird] 01/5/2023 23:28

Steeple,

Looks like he saying as Lithium has already fallen by 50%, the market is already foreseeing higher supply coming.

But the thing is demand is also coming, so it depends on this point whether enough supply will be enough. There is no guarantee Lithium price will be lower or higher or the same as today

Usually high metal prices brings out the new projects/supply which re-balances the prices. The other thing is as you know from HZM that higher inflation costs with projects and associated higher financing costs are now in the mix which were not present when these projects started. So the DFS studies will be of vital importance to get financing and whether projects will still be feasible

Alot of early exploration companies jumped on the bandwagon of higher commodity prices, we will see if these are still gonna be feasible. Many will find these will not be.


But lets not forget we have China and the West competing for resources with China getting most of its from Africa and Indonesia, so the West needs to make its own supply now

[steeplejack] 01/5/2023 22:03

Worth a read...https://seekingalpha.com/article/4598403-ganfeng-lithium-worry-about-expansion-at-peak?mailingid=31335450&messageid=must_reads&serial=31335450.1687996&utm_campaign=Must%2BReads%2BMay%2B1%2C%2B2023&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads

[mylands] 25/4/2023 11:14

Great non-exec appointment.

All the pieces are falling into place to take this business to the next level.

[gepetto100] 25/4/2023 10:39

Good News reported with AMG on the board

[richsawko] 21/4/2023 13:40

Typical of this share!

[robertspc1] 20/4/2023 16:33

I think they will ultimately have no choice as China relations will get further strained

[bsg] 20/4/2023 11:22

... but will they allow mining in country. Better to mine elsewhere? Cheaper labour etc.

[robertspc1] 20/4/2023 10:28

The German government plans to set up a state fund worth up to €2 billion that will support mining of raw materials critical to the nation's green transition, with the aim of securing access and cutting reliance on China. Go Znwd

[steeplejack] 17/4/2023 12:31

Some 18 months ago in Dec 2021,there was a placing (which included a retail offer through Primary Bid) at 15.5p.It will be interesting to see if the stock ploughs on through that price.

[qs99] 17/4/2023 09:02

well a few pre-IPO bailing out it seemed, no buyers, so Thamesis note helped and Lithium demand recognition in the wider market DYOR

[cbeadle] 17/4/2023 08:26

I’m really not sure why ZNWD dropped as much as it did, especially as supported by institutional investors

[qs99] 17/4/2023 08:20

Nice rise this am, full offer being paid on chuff all volume so could be more blue moves North today/this week as it continues to claw back those losses from IPO! DYOR

[mylands] 14/4/2023 12:51

Clawing back my loses from last year when I bought at up to 20p!

[robertspc1] 14/4/2023 12:32

This is what happens when sentiment turns on a thinly traded stock that was heavily oversold. The major shareholders must be very happy

[qs99] 14/4/2023 12:32

Indeed, maybe a few switching out of KOD? Either way, nice to see the squeeze on.....DYOR

[mylands] 14/4/2023 11:36

Decent volume going through. Good to see with blue showing.

[jusjusjus] 14/4/2023 10:15

definitely buy and hold, I've had KOD for a while, bought at 0.08, close to a 10 bagger now!

[qs99] 14/4/2023 10:08

Looks good for heading back to 20p IMO which is where graph was before the selling deluge appears to have started post IPO....DYOR, but that is my first target, with further news flow throughout 2023...long term big upside, but with major shareholders holding a big old chunk of this stock, IMO decent news may see a squeeze, let's see...DYOR

[qs99] 14/4/2023 09:36

Nice graph formation
Long term holder here
If they get it right the upside is large IMO DYOR

[stockhunters] 14/4/2023 09:19

anything lithium buy and hold

[qs99] 13/4/2023 17:58

Indeed, slow and steady will do nicely

[dmitribollokov] 13/4/2023 17:36

Closed through the 11p resistance on decent volume. Happy with that.

[qs99] 13/4/2023 09:18

Steady rise, good to see, can't be a lot of stock around IMO....DYOR

[dmitribollokov] 03/4/2023 17:01

Looks nicely set for a break out here