Zinnwald Lithium Share Discussion Threads

[wololol] 24/2/2024 08:18

How clean is ZNWD hydroxide and carbonate compared to EMH does anyone know can't find the numbers. EMH is extremely clean.

[robert bane] 23/2/2024 19:13

Yes well said DM:) Have a great weekend everyone and let's hope for more good news next week:)

[qs99] 23/2/2024 17:00

well said dmitribollokov (great name by the way)

No placing required for a while from broker note outlining the plan last year that I read...DYOR .....BFS should be out in the next few months, that then provides and NPV on the new grades/resource and project and should IMO show a marked improvement on the last one.....and massively more than the market cap! DYOR

Lithium price rebound would help without a doubt, unsure what the forecasts are 2024, anyone got some good links? Thanks

Good weekend

[dmitribollokov] 23/2/2024 10:09

They raised $25m last year at a 26% premium to mkt level. They don't need cash and certainly not at a deep discount. You're a chancer and its clear what your agenda is.

[bsg] 23/2/2024 09:09

Will it? Now the worry would be funding? Will it be equity, hence massive dilution at a steep discount.

[dmitribollokov] 23/2/2024 08:37

It's had its retrace, the upgrade was huge, grades not bonanza, but its in Europe right next to the OEMs, not some hell hole in South America or Africa. Negligible transportation costs, not crazy political or organised crime risks like Africa or Mexico.

Plus it has a proper equity partner, people will be frustrated with the performance over the last couple of years, but its blue skies from here. Also not much free float, will hit the lazy press over the weekend, when it goes it will motor.

[robert bane] 22/2/2024 19:35

Yeah you would have paid more. I added today at price I didn't think I would see again:) Onwards and Upwards hopefully lol

[nemesis6] 22/2/2024 16:16

glad i didnt add more to this pos yesterday

[dmitribollokov] 22/2/2024 14:15

"Tesla's Elon Musk calls government's hydrogen funding 'idiotic' and 'Bizarre' amid EV truck triumph. CEO Elon Musk reiterated his disagreement with hydrogen as a possible source of renewable energy and termed it “idiotic.̶1;

Must try harder...

[bsg] 22/2/2024 13:08

I think he's looking at Hydrogen now. May be he's seen the writing on the wall.

[corpraiders] 22/2/2024 12:47

Well Elon Musk made his fortune on the EV fad but there's no sign of him selling off Tesla yet !!!!

[goodgrief] 22/2/2024 12:02

Just a fad . . . hTTps://x.com/toro_aim/status/1760562909350961503?s=46&t=xr3PGDdXoXIZRFY0MmBgOQ

[5chipper] 22/2/2024 11:44

Sensible money probably waited patiently and piling in now rather than yesterday.

Will be interesting to see if Ganfeng are indeed now out fully with the 25m trade yesterday. If so, maybe a requirement of the EU to support the project?

[qs99] 22/2/2024 10:18

classic thread....

ZNWD need to update their web-site ffs, not a difficult task & surely needs to be more professional?!

Last Inv Presentation said PT NPV was c.$1.6bn 8-9 months ago, so WHAT will the NPV now be with such a massive increase in resource estimates? DYOR but way more than the market cap at moment....DYOR

BFS was stated as due in H1 2024, so sometime therefore in the next 4 months....that should IMO provide a catalyst for a boost to the SP, if it is bankable why shouldn't it be? Environmental permits then key..

views?

[dmitribollokov] 22/2/2024 09:23

"EVs are just a fad"

That really is quote du jour.

"Moving pictures? Nah, people will always prefer books..."

[goodgrief] 22/2/2024 09:06

Just a fad? Just yesterday . . . Albemarle Corporation (NYSE: ALB), a global leader in providing essential elements for mobility, energy, connectivity, and health, today announced a definitive agreement with the BMW Group to deliver battery-grade lithium to help the automaker pursue high-performance, premium electric vehicles (EVs).This multi-year agreement, which takes effect in 2025, is one of the company's largest ever globally and is of significant volume and value. In addition to supplying the BMW Group with lithium hydroxide, the two companies will partner on technology for safer and more energy dense lithium-ion batteries.

[dmitribollokov] 22/2/2024 08:59

Na won't work for cars, low energy density, batteries are too heavy and bulky. Li is here to stay.

[dmitribollokov] 22/2/2024 08:57

Test the 50 day then bounce higher

[bsg] 22/2/2024 08:44

EV's were a fad. Li will be required less and less. Na might take over.

[qs99] 22/2/2024 08:33

2nd largest project in Europe & you think NIMBYS will stop it? Okayyyy...

[dmitribollokov] 22/2/2024 08:33

It'll come back, just flushing out traders, nervous holders.

[bsg] 22/2/2024 08:28

Back to it's meteoric descent as traders exit. I can't see it happening I'm afraid too many NIMBYs.

[qs99] 21/2/2024 21:19

IMO that upgrade means this project will go ahead.

Takes away material reliance on China and after the massive hit to the EU economy from over reliance on Russia, that has to be a good thing....and now especially IMO to ZNWD.....DYOR

[robert bane] 21/2/2024 19:12

Good to see the start of the bounce I was hoping for:)The drilling results are great so ignore the share price detractors:( Price should rise to at least placing but more news needed on production plans to sustain it. Good day:)

[robertspc1] 21/2/2024 18:09

Genuinely astounded by volume of trading today. MRE was clearly flagged. Must have caught lots of short traders out