Zinnwald Lithium Share Discussion Threads

[bazza521] 28/3/2022 13:59

This share is finished just like EUA!!

[oapknob1] 17/3/2022 22:07

Think you maybe correct for now. Watch it fly.

[scrutable] 17/3/2022 08:36

It has started to happen at last. . A 20.000 Tonne shortfall is now predicted for this year.

According to Adamas Intelligence of Toronto.........specialising in the battery industry........

"Lithium carbonate prices in China extended their rally to Y497,500 (yuan)/tonne in the third week of March, marking a gain of over 75% so far in 2022, amid high global demand and projections of scarcity. Sales of electric vehicles powered by lithium batteries are soaring amid the transition to greener energy. According to Adamas Intelligence, A record 25,921 tonnes of lithium carbonate equivalent batteries were deployed to roads during December 2021, a 68% increase on the year and a 31% increase on the month. Meanwhile, battery manufacturers race to secure long-term supply contracts due to mineral scarcity. Benchmark Mineral Intelligence estimates a 26,000-tonne shortfall in 2022 and a 300,000 tonne by 2030, as miners cannot keep up with demand....................¬.

[oapknob1] 16/3/2022 22:41

Centerbridge Partners, L.P. Selling at a loss can't be good.

[bountyhunter] 16/3/2022 21:10

Today's corporate presentation:

[jailbird] 10/3/2022 13:51

thanks bounty

"It's less than EMH however ZNWD is further along the development path and has a comparably smaller market cap of just £40m vs £109m."

[bountyhunter] 10/3/2022 13:19

Investor Presentation

"Zinnwald Lithium plc, the German focused lithium development company, announces that its CEO, Anton du Plessis, will provide a live investor presentation via the Investor Meet Company platform on Wednesday 16 March at 10am GMT to discuss the Company's plans for the future."

There must be a good chance of an updated NPV coinciding with this imv.

[iammrweald] 08/3/2022 14:03

My znwd and bhl are like a seesaw share price wise.

[bountyhunter] 08/3/2022 13:19

Good for EMH too with Zinnwald doing the donkey work. Now we just need to follow EMH with an updated sky high NPV!

[dmitribollokov] 08/3/2022 10:22

Merci. Has to tick up soon, lot of buying pressure. Could have a run back to 20p post that RNS.

[bountyhunter] 08/3/2022 08:40

You timed things well Dmitri.

[dmitribollokov] 08/3/2022 08:22

Yeah agree actually bounty, will
rise from here. Wider mkt sell-off not done, but puts paid to nonsense from that bloke on seeking alpha.

[tomboyb] 08/3/2022 08:04

Good start-

And good RNS -

[bountyhunter] 08/3/2022 07:30

Absolutely re the nonsense but should rise from here given today's significant news with a revised feasability study soon. One month's production could more than cover the current market cap of just £40m.

[5chipper] 08/3/2022 07:22

Quick calculation, but I make that $600m revenue per year.

10,000 tonnes @ $60,000 per tonne

[bountyhunter] 08/3/2022 07:15

It's less than EMH however ZNWD is further along the development path and has a comparably smaller market cap of just £40m vs £109m.

[jailbird] 08/3/2022 07:14

Do we know the size of the resource in comparable to EMH ( Czech Co)?Which has s huge resource Too early to say I assume

[bountyhunter] 08/3/2022 07:10

This should help...



"Zinnwald Lithium plc, the German focused lithium development company, is pleased to confirm that production of battery grade lithium hydroxide ("LiOH") from Zinnwaldite concentrate is technically and economically viable at its Zinnwald Lithium Project (the "Project") in Germany, having completed a pilot scale test work programme. The test work also confirms the potential to produce economically significant amounts of commercially saleable co-products, such as high-purity potassium sulphate ("SOP") and precipitated calcium carbonate ("PCC")."

"The results from the successful tests will be applied in basic engineering and will be utilised in an updated feasibility study."

"...economic, technical, and commercial analysis performed indicates that annual lithium hydroxide production above 10,000 tons could be viable from the core Zinnwald license."

[steeplejack] 07/3/2022 12:12

Actually down 60% from highs of around 28p.Trouble is,the equity markets are very highly geared and margin calls create a nasty domino effect as punters are forced to close positions.Less liquid stocks like ZNWD are particularly effected as a consequence.Probably throws up a good buying opportunity.....feel lucky!

[tomboyb] 07/3/2022 12:03

12.75p -

fallen 40% from highs -

[dmitribollokov] 04/3/2022 11:36

It’s not that, it’s the market getting hammered and all the clean energy stuff getting even more hammered. This is still a great stock. The viability of the resource chatter is old and inaccurate. Unfortunately this and many other stocks are going to get a lot cheaper before they start heading back up. Look at PRE, KDNC, KOD, PREM, EMH…
This could hit single digits looking at the chart, brutal. Fortunately they have cash.

[bsg] 04/3/2022 09:23

It seems there are doubts that the resource is viable, even at todays prices.

[tomboyb] 01/3/2022 10:25

Morning -

Maybe we can start clawing back some of the losses from around 20p -

Lithium will be critical now with geopolitical events globally -