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Kobalt

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DeZwarteRidder 27 november 2017 10:13

Ik verwacht dat de kobaltprijs hierdoor nog harder gaat stijgen.

[verwijderd] 27 november 2017 11:48

Azure Minerals:
Azure carried out reconnaissance mapping and sampling within the Sara Alicia concession and in the surrounding district. Sampling of outcrops, mine dumps and old mine workings returned many significant assay results.

azureminerals.com.au/projects/sara-al...

RBK-11 27 november 2017 15:06

Any news on First Cobalt?

Bid staat op $ 3,00
finance.yahoo.com/quote/FCC.V?p=FCC.V

DeZwarteRidder 27 november 2017 15:16

quote:
RBK-11 schreef op 27 november 2017 15:06:
Any news on First Cobalt?
Bid staat op $ 3,00
finance.yahoo.com/quote/FCC.V?p=FCC.V

Als je veel reclame maakt met het woord 'cobalt' vliegt de koers omhoog.
Cobalt is HOT.

Just lucky 27 november 2017 20:08

Thirst cobalt produceert voorlopig niet veel meer dan gebakken lucht. Katanga is volgend jaar een van de grootste producenten, daar moet je zijn.

DeZwarteRidder 27 november 2017 22:40

quote:
DeZwarteRidder schreef op 26 november 2017 12:32:
Royal Nickel is ook zeer interessant voor cobalt:
www.rncminerals.com/download/RNC+Corp...

Royal Nickel: 16,5 cent.
-----------------------------
Dumont Nickel Project Overview1

Dumont is the fifth largest nickel sulphide discovery ever and one of the largest cobalt reserves outside Africa. It is one of the few nickel projects that can potentially deliver nickel and cobalt to market by 2020 to meet the growing needs of the electric vehicle market. Dumont proven and probable reserves consist of 1.18 billion tonnes of ore containing 3.15 million tonnes of nickel (6.9 billion pounds) and 126,000 tonnes (278 million pounds) of cobalt2. RNC has a 50% interest in a nickel joint venture (with Waterton) that owns the Dumont Nickel Project in the Abitibi region of Quebec.

Dumont Highlights:

Large scale, long life nickel and cobalt production – 33 year life at average of 41ktpa of nickel and 2 ktpa of cobalt
Initial production of 33 ktpa (73 million pounds) of nickel and 1.0 ktpa of cobalt (2.3 million pounds) contained in concentrate annually,
Expanded in year five to an annual average of 51 ktpa (113 million pounds) of nickel and 2.0 ktpa of cobalt (4.3 million pounds)
High grade (29%) nickel concentrate suitable for feed to both the stainless steel and battery market
Shovel-ready: feasibility study and permitting complete – strong community support
Conventional open pit, mine-mill operation using proven sulphide flotation
Structurally low-cost operation: significant infrastructure in place, low strip ratio (1.1:1)
Significant additional value potential from the roasted nickel concentrate option

Read more at www.stockhouse.com/news/press-release...

DeZwarteRidder 27 november 2017 23:21

UEX Announces $2.0 Million Flow-Through Private Placement

VANCOUVER, BC --(Marketwired - November 27, 2017) -

NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES

UEX Corporation (TSX: UEX) ("UEX" or the "Company") is pleased to announce that it has entered into an agreement with Sprott Capital Partners (the "Agent"), a division of Sprott Private Wealth LP, under which the Agent has agreed to act on behalf of the Company for a private placement of 5,560,000 common shares of the Company which will qualify as "flow-through" shares pursuant to the Income Tax Act (Canada) (the "FT Shares") at a price of C$0.36 per FT Share ($2,001,600)(the "Offering").

The Agent will receive a commission equal to 7% of the aggregate gross proceeds raised in the Offering which will be paid in common shares of the Company at a price of $0.36 per common share. The Agent will also receive the number of broker warrants which equals to 4% of the number of FT Shares placed by the Agent. Each broker warrant will be exercisable for one common share of the Company for a period of two years at a price of C$0.42 per common share.

The gross proceeds of the FT Share offering will be used to fund exploration of the Company's properties as qualifying Canadian Exploration Expenses as defined in subsection 127(9) of the Income Tax Act (Canada) which will be renounced to the subscribers with an effective date of December 31, 2017.

In particular, UEX will use the proceeds to fund its upcoming winter exploration program at the West Bear Cobalt Prospect where the Company is currently planning a 35-hole - 3,500 m drill program with the objective of completing a maiden NI 43-101-compliant resource. The balance of the proceeds will ensure that UEX has the necessary funds to meet the 2018 exploration work commitments under the Christie Lake Option Agreement that will, together with payment of $1M at each of the 2017 and 2018 calendar year ends, enable the Company to vest a 60% interest in the Christie Lake Project by the end of 2018.

Closing of the Offering is anticipated to occur during or before the week of December 18, 2017 and is subject to receipt of applicable regulatory approvals. The securities issued by UEX in connection with the Offering are subject to a hold period of four months plus one day as prescribed by applicable securities laws.

Read more at www.stockhouse.com/news/press-release...

[verwijderd] 28 november 2017 08:18

www.miningweekly.com/article/volkswag...

Volkswagen's talks with cobalt producers end without deal

DeZwarteRidder 28 november 2017 08:25

quote:
easy56 schreef op 28 november 2017 08:18:
www.miningweekly.com/article/volkswag...
Volkswagen's talks with cobalt producers end without deal

"They are looking for prices below the market, they have a lot to learn about cobalt," one source said. "We didn't get into the details of how much tonnage they would need."

Cobalt metal prices at around $30 a lb are up from below $10 a lb in December 2015 and the highest since October 2008.

Prices surged last year as auto makers and governments around the world started to promote electric vehicles in earnest as a means of cutting noxious fumes from cars fuelled by diesel- and petrol-powered engines.

Sources were unclear about whether VW was planning to buy the cobalt directly or indirectly for chemical and battery makers.

"Other suppliers may be involved, but they weren't there last week," a second source said. "They want a fixed price, that's not possible. They wanted to agree all supply deals by the end of the year, it's not going to happen."

Producers and VW are expected to resume talks next year, sources said, though no firm plans had been made and that some of the discussions had focused on sustainability.

Cobalt consumers are under pressure to make sure the material they use is not tainted by child labour in the Democratic Republic of Congo, where roughly 65 percent of the world's cobalt estimated at around 100 000 tonnes this year comes from.

ruud71 28 november 2017 10:49

quote:
DeZwarteRidder schreef op 27 november 2017 22:40:
[...]

Royal Nickel: 16,5 cent.
-----------------------------
Dumont Nickel Project Overview1

Dumont is the fifth largest nickel sulphide discovery ever and one of the largest cobalt reserves outside Africa. It is one of the few nickel projects that can potentially deliver nickel and cobalt to market by 2020 to meet the growing needs of the electric vehicle market. Dumont proven and probable reserves consist of 1.18 billion tonnes of ore containing 3.15 million tonnes of nickel (6.9 billion pounds) and 126,000 tonnes (278 million pounds) of cobalt2. RNC has a 50% interest in a nickel joint venture (with Waterton) that owns the Dumont Nickel Project in the Abitibi region of Quebec.

Dumont Highlights:

Large scale, long life nickel and cobalt production – 33 year life at average of 41ktpa of nickel and 2 ktpa of cobalt
Initial production of 33 ktpa (73 million pounds) of nickel and 1.0 ktpa of cobalt (2.3 million pounds) contained in concentrate annually,
Expanded in year five to an annual average of 51 ktpa (113 million pounds) of nickel and 2.0 ktpa of cobalt (4.3 million pounds)
High grade (29%) nickel concentrate suitable for feed to both the stainless steel and battery market
Shovel-ready: feasibility study and permitting complete – strong community support
Conventional open pit, mine-mill operation using proven sulphide flotation
Structurally low-cost operation: significant infrastructure in place, low strip ratio (1.1:1)
Significant additional value potential from the roasted nickel concentrate option

Read more at www.stockhouse.com/news/press-release...

Gisteren een plukje RNC gekocht na het bestuderen van de presentatie.
Lijkt veelbelovend, maar iemand enig idee waarom dit aandeel bijna op zijn laagste waarde staat?

[verwijderd] 28 november 2017 11:49

www.miningweekly.com/article/rnc-to-d...

RNC to double nickel output at WA mine, resumes talks for Quebec project

[verwijderd] 28 november 2017 11:55

quote:
ruud71 schreef op 28 november 2017 10:49:
[...]

Gisteren een plukje RNC gekocht na het bestuderen van de presentatie.
Lijkt veelbelovend, maar iemand enig idee waarom dit aandeel bijna op zijn laagste waarde staat?

zat ik ook naar tekijke
,erg gedaald en ook nog veel cash.

DeZwarteRidder 28 november 2017 12:49

quote:
ruud71 schreef op 28 november 2017 10:49:
[...]Gisteren een plukje RNC gekocht na het bestuderen van de presentatie.
Lijkt veelbelovend, maar iemand enig idee waarom dit aandeel bijna op zijn laagste waarde staat?

Omdat ze geen 'cobalt' in de naam hebben.....
Een naamswijziging in 'Royal Cobalt' levert gelijk een koersverdubbeling op....

ruud71 28 november 2017 13:05

quote:
DeZwarteRidder schreef op 28 november 2017 12:49:
[...]
Omdat ze geen 'cobalt' in de naam hebben.....
Een naamswijziging in 'Royal Cobalt' levert gelijk een koersverdubbeling op....

En ze hebben hun naam sinds 2 maanden pas veranderd....
Lijkt behoorlijk ondergewaardeerd met hun reserves en optimalisering van de productiecapaciteit.
Ga nog een plukje bijkopen.

[verwijderd] 29 november 2017 15:19

www.lme.com/Metals/Minor-metals/Cobal...

gaat aardig

voda 30 november 2017 17:08

Quantum Cobalt completes first pass exploration on Kahuna Project
Published on Thu, 30 Nov 2017

Quantum Cobalt Corp announced that it has completed a first pass exploration program on the Kahuna Cobalt Property located 14km North East of Temagami, Ontario. The property lies in the famous 'Cobalt' province and is approximately 37km south of the town of Cobalt, Ontario. In the 1920's Friday Mines worked the property, with 5 tonnes of ore mined at a grade of 22% Co. The field crew visiting the property completed a first pass exploration program consisting of prospecting, mapping and sampling with results reported below;

Within the Friday shaft dump, quartz and carbonate veins were observed in a Nipissing diabase host rock. Mineralisation was observed to be closely associated with carbonate veining. Mineralisation included massive sulphides, pyrite, chalcopyrite, arsenides and cobalt bloom. Mineralisation occurred in patchy blebs, veins, massive sulphides and is disseminated. Prior sampling recorded values of up to 22% cobalt from the waste rock on the property.

In total, 28 In total, 28 rock samples and 166 soil samples were collected on the project with pending results.

In 1998, a soils program was conducted around Friday's shaft showing several strong anomalies. A further 10m x 10m soil sample program was completed to compliment the historic program and validate anomalous results. A total of 55 samples were collected. Additionally, 91 soil samples were collected between the Friday Mines' shaft and the shoreline 800m to the north. Samples were collected at 10 meter intervals across the diabase with 100m spacings for a total of 91 samples.

A further outcropping diabase on the western shore was also investigated. Evidence of faulting with slickensides, structures, iron staining and veining were observed. A 20cm wide quartz vein with traces of pyrite and chalcopyrite was sampled and stringer carbonate veining and disseminated sulphides were observed within the vicinity. A total of 20 soil samples were collected across the fault.

Source : Strategic Research Institute

[verwijderd] 1 december 2017 08:53

www.miningweekly.com/article/cobalts-...

Cobalt’s dramatic demand bump gives rise to novel investment vehicle

DeZwarteRidder 1 december 2017 09:21

De kobalt-aandelen vliegen nu al de grond uit (ahw).

DeZwarteRidder 1 december 2017 09:23

quote:
easy56 schreef op 1 december 2017 08:53:
www.miningweekly.com/article/cobalts-...
Cobalt’s dramatic demand bump gives rise to novel investment vehicle

Cobalt’s dramatic demand bump gives rise to novel investment vehicle
1st December 2017

By: Henry Lazenby
Creamer Media Deputy Editor: North America

VANCOUVER (miningweekly.com) – Cobalt supply constraints, coupled with a never-before-seen boom in the adoption rate of electric vehicles (EV) across the globe, have conspired to create an ideal market in which a pure-play cobalt investment and participation vehicle's profits can outpace its peers.

Cobalt, a critical ‘energy metal’ used to make lithium-ion batteries, has become the backbone of the ‘Fourth Industrial Revolution’ and has seen a 150% price hike over the last 12 months, something Cobalt 27 Capital chairperson, director and CEO Anthony Milewski saw coming a long way off.

“We took a look at cobalt several years ago and worked on a strategy on how best to invest in the EV uprising. Based on the metal’s supply constraints, we expected cobalt would be one of the first movers among the basket of energy metals,” he stated in an interview with Mining Weekly Online.

Cobalt is critical to battery chemistries; the cathode represents about 26% of the battery’s cost and is important for improving energy density and performance.

Milewski explained that the rising cobalt price is mainly attributable to political instability in the Democratic Republic of Congo (DRC), which, with about 49% of the global cobalt reserves, is the world’s largest producer. Questions over ethical resource sourcing also swirl around the DRC’s cobalt supply. Copper and nickel mine closures have further contributed to lower supply, where it is mainly produced as a by-product.

China has tight control over refined output, currently producing more than half of the world’s refined cobalt and 85% of cobalt oxides, salts and other chemicals.

Drawing on his previous involvement and successful ventures, such as creating the Uranium Participation Corporation, which invests substantially all of its funds raised through equity offerings in physical uranium – the primary objective being to profit off of the appreciation in the value of its uranium holdings – Milewski helped create Cobalt 27 to provide a pure-play investment vehicle along similar tenets.

Cobalt 27 has amassed physical cobalt holdings of just under 2 200 t, which is valued at about C$187-million – the largest cobalt holding outside of China. It is not a miner or explorer, and was created specifically to give institutions and retail investors the opportunity to invest directly in the metal, excluding the significant exploration and development risks miners have to deal with.

EXPANDING MARKET
So hot is investment demand in the cobalt space that, when Cobalt 27 made its debut on the TSX-V Exchange in June, it raised C$200-million – the largest initial public offering since 2012.

“Everybody was waiting for India’s gross domestic product growth to prop up the next commodity super cycle, but, at the end of the day, no one saw that the next super cycle is indeed being driven by the emerging EV market,” Milewski said.

According to him, lower battery costs and higher productivity will support EV adoption rates going forward, and he is forecasting the deployment of 140-million EVs by 2030, increasing to almost 900-million by 2050, compared with the estimated one-million today.

Milewski also pointed out that the Paris Declaration on Electro-Mobility and Climate Change has set a target to have 100-million EVs on the road by 2030, the construction of which will require about four times the current cobalt output.

Demand is expected to rise by a compounded annual growth rate (CAGR) of about 6.9% from 2016 to 2020, with cobalt demand in lithium-ion batteries expected to grow at 11.7% CAGR from 2016 to 2022, Milewski said.

The advent of mobile electronic devices such as smartphones presaged the dramatic rise in cobalt demand, using on average about 5 g to 20 g of the metal per smartphone. However, EVs scaled that demand exponentially, using about 4 kg to 14 kg per vehicle. Seventy-three per cent of EVs sold in 2016 contained cobalt-containing batteries, he said, while massive grid-connected energy storage systems provide another avenue of growth for an already constrained market.

Milewski advised that forecasts point toward EVs reaching cost parity with internal combustion engines by 2025, and roughly 140 new Tesla-sized gigafactories will be required by 2035 to satisfy battery demand, in an optimistic scenario.

Cobalt 27 has also accumulated cobalt royalties on seven exploration stage properties containing cobalt, providing another level of value upside to its investors. Milewski favours streams and royalties over other commodity investments, because of the exposure to earnings and dividends, resource growth and production growth, while avoiding direct exposure to increasing capital, operating and environmental costs.

According to Milewski, global cobalt supplies of a hair under 100 000 t have entered deficit-territory during 2016, and the supply gap is expected to widen significantly going forward. Recently, high-grade cobalt prices on Wednesday escalated sharply to $31.07/lb – the highest in nine years.

“Even significant increases in cobalt demand would likely preclude any material increase in production in the current environment, as new copper and nickel supply has been challenged,” Milewski stated.

Importantly, Milewski stressed that Cobalt 27 boasts one of the lowest expense ratios among its peers at ~0.9%, outperforming the likes of Osisko Gold Royalties, Sandstorm Gold and AuRico Metals.

Since July, Cobalt 27s equity has gained about 36% on the TSX-V, to change hands at about C$12.40 a share.

[verwijderd] 1 december 2017 09:31

www.miningweekly.com/article/electric...

Electric vehicle revolution a rare investment opportunity as metals demand spikes

--------------------------
zeer positief verhaal voor de betreffende grondstoffen en hun producers.

we zitten infeite nog slechts in de begin fase.
-------------------
I think it’s important to remember that we’re in a demand cycle for the energy metals, amidst a once-in-a-lifetime structural shift on a macro level with respect to mobility and energy storage. While we can’t be sure what lithium, cobalt, graphite, nickel, or copper demand will look like in five to ten years, we do know that the mobility and energy storage sectors are set to drive growth for these commodities/speciality chemicals.

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