You guys should cover Zinnwald Lithium (LON:ZNWD) . In brief:

-a lithium miner with a projected total production of 150,000 tonnes of Lithium Hydroxide (a necessary product for battery cathodes)

-on a site which has been surveyed multiple times since about 2011

-Europe's leading quoted  battery metals processor AMG Critical Materials NV (AMS:AMG) anchored their fund raise at 10.25p in April 2023

-two detail research documents are available: one of you subscribe (free) to Tamesis Partners and this one https://bacanoralithium.com/_u...

-the NPV, weighting the total production at 20% probability is about 4x the current share price

-LiOH prices are very likely to stay at or above the $70,000/tonne assumed in the NPV because the EU is DESPERATE to produce home-grown lithium for energy security reasons

-recent samples (since April 2023) are producing lithium concentrations of 0.4-0.8% which is viable


More informed views than mine are welcome but this looks very worthy of detailed research as a speculative exposure to lithium, backed by seemingly-solid mine assays, a very credible backer and strong political and regulatory tailwinds.

I have just bought at 10.9p for transparency, and have bids in down to 8p to buy a lot more.

Unlock the rest of this article with a 14 day trial

Already have an account?
Login here