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Lithium

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MisterBlues
0
quote:

nine_inch_nerd schreef op 5 april 2022 10:59:

[...]

Ik heb niet diep gekeken, maar volgens mij heeft Volkswagen Group al toegehapt. Daarom enkele maanden geleden de flinke koersstijging.
Was ook te zien in de Lithium in Europa - uitzending van een tijdje geleden op NPO.
Ik kan me ook herinneren van Tegenlicht uitzending dat de CEO van Vulcan zei dat het orderboek al voor 3 jaar voltekend is. Nou hoef je zo'n CEO niet op zijn blauwe ogen te geloven. Aan de ankere kant: als ik Li nodig zou hebben - zou ik na horen ervan toch een ander bellen.

Overigens is dit geen aanbeveling om in Vulcan te stappen. Koers al erg opgelopen, gearriveerd, overlopen aandeel, - althans voorlopig.
DeZwarteRidder
0
quote:

MisterBlues schreef op 5 april 2022 12:53:

[...]Ik kan me ook herinneren van Tegenlicht uitzending dat de CEO van Vulcan zei dat het orderboek al voor 3 jaar voltekend is. Nou hoef je zo'n CEO niet op zijn blauwe ogen te geloven. Aan de ankere kant: als ik Li nodig zou hebben - zou ik na horen ervan toch een ander bellen.
Overigens is dit geen aanbeveling om in Vulcan te stappen. Koers al erg opgelopen, gearriveerd, overlopen aandeel, - althans voorlopig.
Lithium verkopen is erg makkelijk, maar produceren veel moeilijker, het zijn dus geen vaste contracten, maar intentie-overeenkomsten.

Vulcan boort gaten in de grond, pompt zout grondwater omhoog, haalt het lithium eruit en pompt het water weer terug.
nine_inch_nerd
0
quote:

MisterBlues schreef op 5 april 2022 12:53:

[...]....

Overigens is dit geen aanbeveling om in Vulcan te stappen. Koers al erg opgelopen, gearriveerd, overlopen aandeel, - althans voorlopig.
Wilde ik ook al zeggen. Toen het bekend werd (zag het via Twitter), was de stijging al gebeurd.
MisterBlues
0
quote:

DeZwarteRidder schreef op 5 april 2022 13:10:

[...]

Lithium verkopen is erg makkelijk, maar produceren veel moeilijker, het zijn dus geen vaste contracten, maar intentie-overeenkomsten.

Vulcan boort gaten in de grond, pompt zout grondwater omhoog, haalt het lithium eruit en pompt het water weer terug.
Juist. We gaan erachter komen of dit technisch adequaat en zakelijk rendabel gebeurt.

Ook interessant m.b.t. de onwikkelingen binnen Li winning in de USA

Cypress Development (lithium - klei - US)

Iconic Minerals (lithium - klei - grootste reserves van de VS / zeer vroeg stadium)
DeZwarteRidder
0
quote:

MisterBlues schreef op 5 april 2022 14:58:

[...]
Juist. We gaan erachter komen of dit technisch adequaat en zakelijk rendabel gebeurt.

Ook interessant m.b.t. de onwikkelingen binnen Li winning in de USA

Cypress Development (lithium - klei - US)

Iconic Minerals (lithium - klei - grootste reserves van de VS / zeer vroeg stadium)
Klei is in dit verband een ander woord voor problemen.
MisterBlues
0
Ik ben nu op zoek naar de grootste alu en titaan spelers in de USA. Iemand? Zowel junior als senior.
MisterBlues
0
quote:

DeZwarteRidder schreef op 5 april 2022 15:00:

[...]

Klei is in dit verband een ander woord voor problemen.
Wat weet je het toch altijd leuk en kernachtig te brengen. :-) Voorbeelden? Bronnen?
DeZwarteRidder
0
quote:

MisterBlues schreef op 5 april 2022 15:05:

Ik ben nu op zoek naar de grootste alu en titaan spelers in de USA. Iemand? Zowel junior als senior.
Titanium kun je wel vergeten.
DeZwarteRidder
1
quote:

MisterBlues schreef op 5 april 2022 15:06:

[...]Wat weet je het toch altijd leuk en kernachtig te brengen. :-) Voorbeelden? Bronnen?
Veel ervaring met soortgelijke mislukkingen.

Vette klei kan niet worden fijngemalen omdat het steeds weer aan elkaar klontert.

Droog gesteente kun je wel fijn malen.
MisterBlues
0
Okay thnx, we kijken met argus ogen.

Ik denk dat ik Alcoa ga kopen, alu

Alcoa Corporation (NYSE:AA)

Number of Hedge Fund Holders: 41

Alcoa Corporation (NYSE:AA) is a Pennsylvania-based company that produces and sells bauxite, alumina, and aluminum products in the United States, Spain, Australia, Iceland, Norway, Brazil, and Canada. Ken Fisher’s fund owns 6.3 million Alcoa Corporation (NYSE:AA) shares, worth $378.5 million, representing 0.21% of the total 13F securities.

Of:

Century Aluminum Company (NASDAQ:CENX) is a Chicago-based aluminum firm that produces standard and value-added aluminum products in the United States and Iceland. It is one of the leading producers of aluminum in the United States.

Beide natuurlijk al behoorlijk opgelopen sinds uitbreken oorlog.
Sprinterke
0
quote:

MisterBlues schreef op 5 april 2022 15:05:

Ik ben nu op zoek naar de grootste alu en titaan spelers in de USA. Iemand? Zowel junior als senior.
Ik heb belegd in TNG. Je koopt ze wel best op de Australische markt.
Ook enigszins opletten. Het project is enorm, is economisch rendabel (NPV aan huidige prijzen = 4 miljard) en zal toekomstgericht ijzer, tinanium en vanadium produceren. Ook hun IRR is heel gunstig.
Moeilijkheid is dat ze hun laatste milieuvergunning niet hebben gekregen. Ze gooien het momenteel over een andere boeg en verplaatsen een deel van de productie. Productie in theorie voorzien in twee tot drie jaar.
Sprinterke
0
quote:

DeZwarteRidder schreef op 5 april 2022 15:08:

[...]

Veel ervaring met soortgelijke mislukkingen.

Vette klei kan niet worden fijngemalen omdat het steeds weer aan elkaar klontert.

Droog gesteente kun je wel fijn malen.
De pilootopstelling van Cypress Development geeft zeer goede resultaten weer. Dit getransfereerd naar hun eerdere studie, geeft een NPV van 1.9 miljard (aan huidige marktprijzen zelf het dubbele).
Kan je je stelling duiden aub ???
Sprinterke
0
quote:

MisterBlues schreef op 4 april 2022 18:17:

[...]

Juist dat was het. Ik ben benieuwd hoe rendabel Li gewonnen wordt op deze manier en hoeveel per hectare?
Vulcan Energy is een boeiend bedrijf. Ze willen lithium houdend water (brine) oppompen uit de diepten onder de Rijnvlakte. Gelet dit water een hoge temperatuur hebben, willen ze hier tevens energie mee opwekken. Dubbele inzet dus. Het zou het project zeker ecologisch verantwoord maken.

Echter, Vulcan Energy is echt wel hoog gewaardeerd (ook al is het sterk teruggevallen). Ze hebben ook technisch nog veel te bewijzen. Zeer beloftevol, doch beetje voorzichtigheid is wel nodig.

Ik heb ze dus niet in portefeuille.
Sprinterke
0
quote:

DeZwarteRidder schreef op 4 april 2022 14:44:

Garibaldi heeft potentieel een zeer grote hoeveelheid nikkel gevonden.
Dat is waar, maar dat wat ze vinden ligt zeer diffuus verspreid. Het maakt ook dat de koers volledig geïmplodeerd is...
Sprinterke
0
quote:

DeZwarteRidder schreef op 4 april 2022 14:44:

Garibaldi heeft potentieel een zeer grote hoeveelheid nikkel gevonden.
Als je in nickel wil investeren, is Horizonte Minerals een relatief veilige belegging met enorm veel potentieel. Ze hebben twee grote projecten. De eerste is voor fase 1 volledig gefinancierd en in aanbouw. Later volgt fase 2. Hun tweede project is Vermelho, één van de grootste reserves van nickelsulfaat dewelke ze kunnen mijnen via open put. De financiering kan gebeuren via de cash flow van hun eerste mijn. NPV van beide projecten samen is meer dan 4 miljard. Aan huidige nickel prijzen is dit zelfs een heel stuk hoger.

Kleine vermelding dat ik deze aandelen zelf bezit en je dus best ook zelf wat onderzoek doet.
DeZwarteRidder
0
quote:

DeZwarteRidder schreef op 4 april 2022 14:44:

Garibaldi heeft potentieel een zeer grote hoeveelheid nikkel gevonden.
NICKEL MOUNTAIN ZTEM REVEALS STRONG ANOMALY BENEATH E&L
V.GGI | 5 days ago

VANCOUVER, BC, March 31, 2022 /PRNewswire/ - Garibaldi Resources (TSXV: GGI) (the "Company" or "Garibaldi") is pleased to report on the deep penetrating 2021 ZTEM survey completed by Geotech over Garibaldi's 180 sq.km Nickel Mountain – PSP Claim Groups, in the Eskay Camp of northwest British Columbia. The results of proprietary 3D inversion processing, has identified a large anomalous zone directly below, along trend and continuous with the drill confirmed mineralized E&L gabbro.

Most significantly, the large low resistivity / elevated conductivity ZTEM response beneath the limits of drilling at E&L, is broad, continuous and plunges directly below the nickel-copper-cobalt PGE bearing intrusion, which is host to numerous high grade massive sulphide lenses (Figure 1). This response along the keel of the E&L Intrusion is surprising in scale, with an east-west lateral extent exceeding 3km width and plunging over 2 kms to below the valley floor at the base of Nickel Mountain (Figure 2).

The center of the ZTEM response beneath E&L is located 400m below the thickest portion of the mineralized differentiated Eastern extension of the E&L Intrusion, indicating where the mineral system may continue at depth. The up-plunge of the ZTEM anomaly extends towards surface in the area of the West E&L targets, where mineralized boulders of E&L type gabbro with similar sulphide mineralization to E&L are associated with outcropping gabbros (Figure 3). The entire keel of the E&L Intrusion from West E&L along the plunge trend is untested and may be part of a bladed dyke in which mineralization was concentrated in multiple magma conduits.

The large ZTEM response beneath E&L greatly expands the potential for further discovery beneath and around E&L. The survey also revealed numerous anomalous responses throughout the remainder of the property, many of which correspond to surface mineralization. Garibaldi's technical team will be evaluating these additional anomalies and reporting on these targets in the coming weeks.

ZTEM is an airborne electromagnetic survey system which detects anomalies in the earth's natural magnetic field. These disruptions are caused by zones of rock that conduct or resist electrical current more than the surrounding rock, which may represent mineralization, to depths of up to 2000 meters. The ZTEM survey results will help to identify potential deep-seating mineral zones in areas with prospective geology, mineral occurrences and/or shallow conductive response.

E&L ZTEM HIGHLIGHTS

The ZTEM response down plunge and below the existing E&L intrusion may be due to a much larger mineralized intrusion in the plane of E&L, just beyond existing drill holes.

The trend of the ZTEM response extends towards the surface at West E&L where the possible source of boulders of variable textured and orbicular gabbro with magmatic sulphide mineralization are located. These sulphides have similar metal concentration to the disseminated sulphides of the E&L mineral zone.

Drilling in 2020 intersected a thick differentiated intrusion comprising olivine gabbro and olivine pyroxenite along the predicted structural plunge of the E&L mineral zone and the ZTEM response. This intrusion is mineralized with disseminated to net-textured magmatic sulphide as reported previously. The low resistivity ZTEM response may represent a continuation of the mineralized system, with potential to host additional high grade massive sulphide lenses.
Bijlage:
Sprinterke
0
quote:

DeZwarteRidder schreef op 5 april 2022 20:48:

[...]

NICKEL MOUNTAIN ZTEM REVEALS STRONG ANOMALY BENEATH E&L
V.GGI | 5 days ago

VANCOUVER, BC, March 31, 2022 /PRNewswire/ - Garibaldi Resources (TSXV: GGI) (the "Company" or "Garibaldi") is pleased to report on the deep penetrating 2021 ZTEM survey completed by Geotech over Garibaldi's 180 sq.km Nickel Mountain – PSP Claim Groups, in the Eskay Camp of northwest British Columbia. The results of proprietary 3D inversion processing, has identified a large anomalous zone directly below, along trend and continuous with the drill confirmed mineralized E&L gabbro.

Most significantly, the large low resistivity / elevated conductivity ZTEM response beneath the limits of drilling at E&L, is broad, continuous and plunges directly below the nickel-copper-cobalt PGE bearing intrusion, which is host to numerous high grade massive sulphide lenses (Figure 1). This response along the keel of the E&L Intrusion is surprising in scale, with an east-west lateral extent exceeding 3km width and plunging over 2 kms to below the valley floor at the base of Nickel Mountain (Figure 2).

The center of the ZTEM response beneath E&L is located 400m below the thickest portion of the mineralized differentiated Eastern extension of the E&L Intrusion, indicating where the mineral system may continue at depth. The up-plunge of the ZTEM anomaly extends towards surface in the area of the West E&L targets, where mineralized boulders of E&L type gabbro with similar sulphide mineralization to E&L are associated with outcropping gabbros (Figure 3). The entire keel of the E&L Intrusion from West E&L along the plunge trend is untested and may be part of a bladed dyke in which mineralization was concentrated in multiple magma conduits.

The large ZTEM response beneath E&L greatly expands the potential for further discovery beneath and around E&L. The survey also revealed numerous anomalous responses throughout the remainder of the property, many of which correspond to surface mineralization. Garibaldi's technical team will be evaluating these additional anomalies and reporting on these targets in the coming weeks.

ZTEM is an airborne electromagnetic survey system which detects anomalies in the earth's natural magnetic field. These disruptions are caused by zones of rock that conduct or resist electrical current more than the surrounding rock, which may represent mineralization, to depths of up to 2000 meters. The ZTEM survey results will help to identify potential deep-seating mineral zones in areas with prospective geology, mineral occurrences and/or shallow conductive response.

E&L ZTEM HIGHLIGHTS

The ZTEM response down plunge and below the existing E&L intrusion may be due to a much larger mineralized intrusion in the plane of E&L, just beyond existing drill holes.

The trend of the ZTEM response extends towards the surface at West E&L where the possible source of boulders of variable textured and orbicular gabbro with magmatic sulphide mineralization are located. These sulphides have similar metal concentration to the disseminated sulphides of the E&L mineral zone.

Drilling in 2020 intersected a thick differentiated intrusion comprising olivine gabbro and olivine pyroxenite along the predicted structural plunge of the E&L mineral zone and the ZTEM response. This intrusion is mineralized with disseminated to net-textured magmatic sulphide as reported previously. The low resistivity ZTEM response may represent a continuation of the mineralized system, with potential to host additional high grade massive sulphide lenses.
Ik had het inderdaad gelezen. Neemt niet weg dat Garibaldi al jaren veel beloftes maakt waar eigenlijk niets van in huis is gekomen. Nu goed, soms kunnen verhalen ook draaien. Vaak echter ook niet, kijk maar naar McEwen Mining...
voda
0
Rio Tinto Completes Acquisition of Rincon Lithium Project

Strategic Research Institute
Published on :
05 Apr, 2022, 6:30 am

Rio Tinto has completed the acquisition of the Rincon lithium project in Argentina for AUD 825 million, following approval from Australia’s Foreign Investment Review Board. A binding agreement to purchase the project from Rincon Mining, a company owned by funds managed by the private equity group Sentient Equity Partners, was announced in December 2021.

Rincon is a large undeveloped lithium brine project located in the heart of the lithium triangle in the Salta Province of Argentina, an emerging hub for greenfield projects. The project is a long life, scaleable resource capable of producing battery grade lithium carbonate. It has the potential to have one of the lowest carbon footprints in the industry.

The direct lithium extraction technology proposed for the project has the potential to significantly increase lithium recoveries as compared to solar evaporation ponds. A pilot plant is currently running at the site and further work will focus on continuing to optimise the process and recoveries.

The market fundamentals for battery grade lithium carbonate are strong, with lithium demand forecast to grow 25-35% per annum over the next decade with a significant supply demand deficit expected from the second half of this decade.
Bijlage:
nine_inch_nerd
0
Electra Announces Nasdaq Listing Application and Share Consolidation
TORONTO, ON – (April 5, 2022) – Electra Battery Materials Corporation (TSX-V: ELBM; OTCQX: ELBMF) (“Electra”) announced that in preparation for a potential listing of its common shares on The Nasdaq Stock Market LLC (“Nasdaq”), the Company will undertake a consolidation (the “Consolidation”) of its outstanding common share capital on the basis of one (1) post-Consolidation share for every eighteen (18) pre-Consolidation shares. The Consolidation was previously approved by shareholders of the Company at the annual general and special meeting held on December 2, 2021.

HIGHLIGHTS

Uplisting from OTC to Nasdaq provides growth-oriented companies greater exposure to largest capital market in the world
The resulting smaller share count and higher share price is more palatable to U.S. institutional investors. The revised capital structure and resulting higher share price may provide increased ability for U.S. institutional investors to become shareholders of Electra
Target date of April 11 for share consolidation and the Company hopes to complete the Nasdaq listing by the end of April
“The decision to list on the Nasdaq will provide Electra with greater visibility through a leading capital market trading platform that is suited for growth-oriented companies like ours,” said Trent Mell. “With the commissioning of Phase 1 of our Battery Materials Park expected in December, increased exposure to the largest market in the world coincides with first cash flow. Electra is uniquely positioned to provide a reliable, domestic and low carbon supply of refined battery grade materials for lithium-ion batteries, starting with cobalt at the end of 2022, recycled battery material in 2023 and battery grade nickel thereafter.”

Subject to the approval of the TSX Venture Exchange, on or about April 11, 2022, the common shares of the Company will commence trading on a post-Consolidation basis under the existing ticker symbols. As of the date of this news release, the Company has 562,414,189 common shares issued and outstanding. Following completion of the Consolidation, the Company is expected to have approximately 31,245,232 common shares issued and outstanding. The exercise price and number of common shares issuable upon the exercise of the Company’s outstanding options, warrants and convertible notes will also be proportionally adjusted upon completion of the Consolidation.

“In conjunction with the uplisting, the Company is required to complete a share consolidation to meet the minimum price threshold for a Nasdaq listing. The resulting smaller share count and higher share price is more palatable to U.S. institutional investors, which will be important for our future growth plans.”

A letter of transmittal will be mailed to registered shareholders once the Consolidation has taken effect. The letter of transmittal contains instructions on how registered shareholders can exchange their share certificates evidencing their pre-Consolidation shares for new share certificates representing the number of post-Consolidation shares to which they are entitled.

Beneficial shareholders holding their shares through a brokerage may be subject to different procedures for obtaining their post-Consolidation shares. If shareholders have any questions in this regard, they are encouraged to contact their respective brokerage or intermediary.

Readers are cautioned that while the Company has applied for listing on Nasdaq, completion of a listing is subject to regulatory approvals and the satisfaction of applicable listing requirements. There can be no assurance that a listing will be completed, and in the event a listing is completed it is contemplated that the common shares of the Company would continue to trade in Canada on the TSX Venture Exchange.

About Electra Battery Materials

Electra is planning to build a fully integrated, localized and environmentally sustainable battery materials park. Leveraging the Company’s own mining assets and business partners, the Electra Battery Materials Park will host cobalt and nickel sulfate production plants, a large-scale lithium-ion battery recycling facility, and battery precursor materials production, which will serve both North American and global customers. Electra also owns the advanced exploration-stage Iron Creek cobalt-copper project in Idaho, USA. Electra Battery Materials is an integral part of the North American battery supply chain, providing low-carbon, sustainable and traceable raw materials for the region’s fast growing electric vehicle industry.

On behalf of Electra Battery Materials.

Trent Mell
Chief Executive Officer
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