Zinnwald Lithium Share Discussion Threads

[steeplejack] 07/3/2024 07:17

Indeed.Back in October the BFS was scheduled for ‘early 2024’,now its scheduled for ‘late 2024’.Nothing really surprises me nowadays with junior AIM mining companies.

[wololol] 07/3/2024 07:07

Delayed bfs

[lawson27] 06/3/2024 10:17

next leg to 9s, GLA

[robertspc1] 04/3/2024 19:13

Interesting video post just gone on their website re the MRE. They have been doing a lot of drilling. Needs offtaker agreement and EU support to boost confidence

[dmitribollokov] 26/2/2024 07:31

Wololol it’s the same resource just separated by a border.

[wololol] 24/2/2024 13:52

I have an EV since December and it's by car hands down the best car I've ever driven and the best purchasing decision I ever made. Sheeple follow the doom mongering articles in the daily mail. It's ok for me though as I feel smug snowing I'm driving a car superior to every other ICE car on the road. It's such a lovely experience driving an EV. I presume most people on here also have EVS. If not you're missing out. So many benefits as well next to no maintenance and cheaper to run ETC. i save £2000 a year charging from home and never have to go to a dirtly fossil forecourt. Honestly if you're thinking about it just lease one as there's some bargains out there right now.

[qs99] 24/2/2024 13:41

Thanks, interesting article, so charging points key, which will change IMO as govts act, supply will stall as Lithium miners currently slow/stop, allowing rose tinted spectacles I know ZNWD to hit production in 2 years time, possibly to ride the EV and other waves as it comes on stream.

the NPV even at these prices, per Thamesis note is still super compelling DYOR....

Copper had similar ups and downs, Lithium doing the same, but EVs are here to stay they are not going away, take up is just slower at mo

[steeplejack] 24/2/2024 12:10

hTTps://www.dailymail.co.uk/sciencetech/article-13100353/Slipping-EV-demand-forces-lithium-facilities-pause-production.html

[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.