I'm in EMH as well as here. There's a lot going on. Zinnwald (zwld) has been bought by none other than Ganfeng, which is going to put a cat amongst the EU pigeons. There's talk of merging the EMH and ZWLD operations. CEZ are talking to Inobat in Slovakia about a battery manufacturing JV supplied by Lithium from Cinovec. And CEZ are talking to VW_Skoda about a similar JV in the CR. Meanwhile there's a string of companies from BASF to Tesla who all must be considering their positions and vying for advantage. In the middle of all this is the EU, doubtless pondering how best to help fund this to the EUs advantage. I have little doubt that EMN are in there too... multiple discussions from multiple angles with multiple parties. It's little wonder both EMH and EMN have gone quiet.
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I'm in EMH as well as here. There's a lot going on. Zinnwald...
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