Not Gunna Be Enough Lithium, page-2480

Aaaaaaaaannnnndddd....here it is, the next iteration of the CEZ's slide pack from 22nd of April (yesterday).

Subtle developments compared to the last iteration of the CEZ's slide pack, additional items have been added regarding pilot plant and the language has changed to specifically reference supply path to a Gigafactory. These are all positive news.

We'll have to see if there are going to be any additional sources /rumours expanding on the Gigafactory supply path.




* Values of EBITDA and Capex represent 51% stake of CEZ Group on lithium mining project and 10% stake on battery factory. These projects are unlikely to be fully consolidated.

The disclosure of non-consolidation is still on the slides, good news. I maintain that the next 6 months should be pretty interesting, I've been wrong before about DFS release (like this past March) but I just cannot see them rolling into 2025 without the study findings released.

Especially considering that the slides now have not one point of reference but two for the DFS-related studies: first mention for the financial feasibility study, and second for the mining feasibility study.