Episodes

Tuesday Apr 29, 2025
Tuesday Apr 29, 2025
In this episode, I sit down again with Keith Coughlan, Managing Director of European Metals Holdings ($EMH), to discuss the latest major milestone for the Cinovec lithium project in the Czech Republic. EMH has secured final approval for a significant $36 million grant from the EU’s Just Transition Fund, highlighting strong support from both the Czech government and the European Commission.
Keith shares insights into how EMH plans to use the funds to accelerate the project, including meeting important environmental assessment deadlines and progressing the definitive feasibility study (DFS). We also explore the broader context of Europe's push for strategic independence in critical minerals, potential financing pathways involving European financial institutions, and ongoing discussions with European OEMs regarding lithium offtake.
Tune in for Keith's thoughts on lithium pricing dynamics, carbonate vs. hydroxide strategy, and how EMH intends to attract top-tier European partners to finance and offtake lithium from what remains Europe's largest hard-rock lithium resource.
CHAPTERS 📖
(00:00) Introduction and Overview of European Metals Holdings
(01:44) Significance of EU Just Transition Fund Grant
(03:18) Grant Conditions: Environmental Impact Assessment Timeline
(04:54) Status Update on Definitive Feasibility Study (DFS)
(06:05) Understanding the Just Transition Fund and Grant Drawdown Process
(08:34) Funding Strategy and Role of European Investment Bank
(12:44) Dialogue with Western OEMs and Offtake Strategy
(14:46) Potential Role of Chinese Partners in Project Development
(16:26) Structuring Offtake Agreements for Cinovec Project
(18:55) Product Strategy: Carbonate vs Hydroxide
(19:37) Closing Remarks
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Links 🌍
RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
Howard: https://twitter.com/LithiumIonBull
Rodney: https://twitter.com/RodneyHooper13
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DISCLAIMER
NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com
Intro and outro audio credit: Jamie Klein
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