Hi all, hope everyone's well
https://x.com/LithiumIonBull/status/1786702505637773530?t=d3OSAEzXFx-J34eEw1FKTA&s=19
This week is the 3rd - 4th week since the most recent interview was recorded - Keith said during the new date for DFS complete will be announced a few weeks to a month after. The DFS has been being finalised for 5 weeks now and we now the majority was complete.
It will have been 90 days on Wednesday since the €7.9bn Gigafactory bid was officially placed - we also know they was 5 bidders and 2 were advanced in November. The new site is big enough for a Gigafactory also.. Just a matter of time until we hear more. €7.9bn is huge and I can't wait to find out who it is. Telsa, stallantis and hyundai are all yet to announce there new european Gigafactory locations.
Czechia will host a EUR 7.9bn electric vehicle (EV) battery in Karvina, east Czechia, funded by a foreign investor, the Czech government announced on Thursday, 7 March.
“The gigafactory project is one of the strategic priorities of the government, and it is in our interest to have the entire chain from lithium mining through the gigafactory, i.e. battery production, to the final products in the Czech Republic,” said Fiala said at a press conference on Wednesday
https://centraleuropeantimes.com/2024/03/mystery-ev-firm-to-build-eur-8bn-plant-in-czechia/
Then the Just Transition fund - keith mentioned milestones for may, June and the Final in July.
https://youtu.be/oGm5QW2Dk_M?si=-mLDlqn8AcpBenxN
In this interview just over a month ago said we have been pre approved for a 49million grant and that the money would becone avaliable in may/ on the slide said late Q2.
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https://www.linkedin.com/posts/pavel-cyrani-0010247_prun%C3%A9%C5%99ov-ugcPost-7196921822452338688-4HOy?utm_source=share&utm_medium=member_android
2 of the above local Mayor's had paragraphs in our site RNS circa 5 weeks ago
https://www.linkedin.com/posts/cez_%C3%BAsteck%C3%BD-kraj-activity-7199420683360116736-Niqm?utm_source=share&utm_medium=member_android
Then these from the last 2 weeks the first from the new site - the only lithium projects they can be speaking about are Cinovec and the gigafactory.
Research is valuable now while nothing above is priced in and we can get updates on all of them anytime now - traders will trade but investing in the largest lithium deposit in Europe now at half of the banks price is an opportunity for the informed. Atb, imo news this week and June is a big month
(20min delay)