Zinnwald Lithium Share Discussion Threads

[robert bane] 26/8/2023 15:00

Yes I agree. Here for the long haul. Plenty of profit to be made here without the need for people to try and drive the share price down with their negative comments.Yes it is funny how we all see things differently:)

[goodgrief] 26/8/2023 07:59

Given the Germans are more than happy to mine the dirtiest of fossil fuels, brown coal, I don't see than having an issue with lithium.

[jrewingjnr] 26/8/2023 06:19

@bsg

I guess we’ll see in 6 months or so when the MRE and BFS have been published. The purpose of this phase of the project is to prove its viability so I’m not sure ‘it will fizzle out as the years go by’. In my humble opinion it is a positive that the mine is in Germany and that it’s adjacent to the Czech site. Funny how we all see things differently. For my part I’m invested here and expect to make a substantial profit on that investment based on current and anticipated future pricing.

[bsg] 24/8/2023 07:41

I think it will just fizzle out as the years go by. Never going to get a Li mine in Germany. Especially as there will probably be one just over the boarder.

[robertspc1] 24/8/2023 07:35

Positive interim statement today. Updated MRE later this year and BFS next year. IMHO this will be taken out unless valuation improves materiality in next 12 months. DYOR

[shortcpx] 23/8/2023 15:57

7p looks good for a stink bid.

[robertspc1] 15/8/2023 07:01

More lithium action ...Australia's Azure Minerals said on Tuesday it rejected a buyout bid from Sociedad Química y Minera de Chile (SQM) valuing the lithium developer at A$901.4 million ($584.74 million)

[robert bane] 09/7/2023 14:50

Yes a very good point! Few seem to give credit for anything on this forum:( Apart from when price is going Gang Busters! Right now people are making comments to help the price fall so they can benefit.Same old same old....

[euclid5] 07/7/2023 17:58

Lets hope the new broker note moves this higher

[robertspc1] 06/7/2023 09:29

Tamesis note out. Znwd is trading on a faintly ridiculous P to NPV ratio of four per cent which feels absurd given the stage of the project and the presence of AMG on the register. Price target 40p. Have added more today

[rover62] 06/7/2023 08:55

Just a thought.
We’ve just got a chunk of money from AMG.
Don’t you think that they would have already been aware of the application before giving the money and what it would be used for.
Give credit for long term planning.

[steeplejack] 06/7/2023 08:45

Most of the short term price movements in AIM listed junior miners don't have a rational explanation as much as we might seek them.

[bsg] 06/7/2023 07:45

But did this include this new exploration license?

[steeplejack] 06/7/2023 07:39

The CEO made it fairly clear at his recent presentation that the company had enough funds for current purposes.

[bsg] 06/7/2023 07:20

More drilling, more money required. At what price the next placing?

[steeplejack] 03/7/2023 09:03

Post the AMG purchase at 10.4p,i didn't think we'd see the price slip back to single figures.Shows what i know about the slippery,mercurial,manipulated world of AIM listed junior miners.I reckon management must look enviously at those enterprises who can avoid an AIM listing and rely solely upon private funding.

[robertspc1] 27/6/2023 11:42

Germany planning to set up state fund worth up to 2bn Euro to support mining of raw materials critical to country's green transition. That has to include serious support for Cinovec

[robertspc1] 14/6/2023 21:03

Tamesis research note highlights absurd valuation. They know their stuff

[robertspc1] 14/6/2023 21:00

Thanks. It all sounds very grown up

[dbfromgb] 14/6/2023 10:00

Indeed, but in the zinnwald webinar today I did not get any hint of that other than general cooperation. Positive update though, and worth a listen when it is made available imho.

[steeplejack] 14/6/2023 09:57

Good presentation this morning.Production scheduled for late 26 early 27.

Significant byproducts outlined in Lithium production plans ie fertilisers etc. Mine will benefit from a previous mining operations infrastructure and will be largely underground.Water leaching planned,eco friendly.Off take agreements are not a priority for the group currently,it can compromise ‘optionality’ this early in a project.Saxony supportive of Zinnwald prospect.Cooperation with projects in Czech Republic as appropriate.Company projections suggest good lithium demand when production commences.Contract prices are around 50000 currently,the spot price is not necessarily a reliable pointer to negotiated contract prices.Lots of drilling ongoing.Adequate funding for current purposes.

[prokartace] 14/6/2023 07:22

Why is the share not opening this morning?

[euclid5] 14/6/2023 06:55

The Company has undertaken a formal review of its underlying beneficial shareholder base that shows an ever-increasing ownership by German and EU investors.

Based on the register as at close on 9 June, the Company now shows UK holders at 47%, large German institutional and corporate investors at 31%, other German and EU investors at 12% and Rest of the World at 10%.

[robertspc1] 13/6/2023 07:23

EMH CEO hinting at upcoming news on corporate and strategic activities they have been working on. They have acquired permitted land for a lithium plant. Surely makes sense to join forces in some way

[gepetto100] 09/6/2023 13:45

Steeple - I agree this is some way off production unless AMG progresses the mining & production with all the expertise it has. Getting close to its 25% 10.41 stake price.