One form of the scenario would be the partial filleting of EMH: it cannot pay its share, cannot carry out a capital increase for some reason, and CEZ takes another 10, 20 or 25% of Geomet's shares (shares not in the sense of stocks {there aren't any}, but part of the whole Geomet pie). If the statutes of the sacred shareholder agreement allow it, optional extraordinary shareholder meeting.
Global view: China reopens large CATL lithium mine. This keeps the spot price nice and low. A recovery does not seem desired. On the other hand, there is the chinese threat to impose an export ban on lithium production technology and LFP technology. If that were to happen, it would be an opportunity to get some movement in the spot price.
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