EMH 9.68% 14.0¢ european metals holdings limited

Not Gunna Be Enough Lithium, page-685

  1. 3,670 Posts.
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    1. It may never reach production with EMH as a partner. There is a strong possibility CEZ will want to go alone or with a significant partner. A buyout is the most possible outcome. I think everything will play out after the DFS.
    2. Part owned from government or not, EIA is the most important piece of the puzzle. At the moment doesn't look that is even near of completion or being approved.
    3. CEZ will use all the lithium for themselves, not selling to anyone. So I don't see how an offtake is possible with anyone at the moment. Firstly has to be determined how much CEZ needs and if there is any leftover then possible will see an offtake with someone else.
    4. Lack of any substantial news, even what they ordered from KFC would have been useful. CDI on issue are our most common announcements. How you want the SP to move?
    Do you need more explanation?
 
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