If you have any questions for next week's webinar guest speakers (Clifford Gross Ph.D, CEO, Tekcapital, Mark Selby, Chair & CEO, Canada Nickel, Robin Brundle, Chairman, Technology Minerals and Werner Klingenberg, CEO, Goldplat) please submit here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
You will only have one login account. Registering with multiple accounts is not allowed. Any user found to have more than one account on this site will have all, and any future accounts suspended permanently.
Your email and password must only be used by you. If a post is made under your account, it will be considered that it was posted by yourself.
Your account nickname must not be the same, or contain, listed company names or board members' names.
While debating and discussion is fine, we will not tolerate; rudeness, swearing, insulting posts, personal attacks, or posts which are invasive of another's privacy.
You will not;
discuss illegal or criminal activities.
post any confidential or price sensitive information or that is not public knowledge.
post misleading or false statements regarding the share price and performance. Such posts are deemed as market abuse, and may be reported to the appropriate authorities.
post any private communication, or part thereof, from any other person, including from a member of the board of directors of a listed company. Such posts cannot be verified as true and could be deemed to be misleading.
post any personal details (e.g. email address or phone number).
post live price or level 2 updates.
publish content that is not your original work, or infringes the copyright or other rights of any third party.
post non-constructive, meaningless, one word (or short) non-sense posts.
post links to, or otherwise publish any content containing any form of advertising, promotion for goods and services, spam, or other unsolicited communication.
post any affiliate or referral links, or post anything asking for a referral.
post or otherwise publish any content unrelated to the board or the board's topic.
re-post premium share chat posts on regular share chat.
restrict or inhibit any other user from using the boards.
impersonate any person or entity, including any of our employees or representatives.
post or transmit any content that contains software viruses, files or code designed to interrupt, destroy or limit the functionality of this website or any computer software or equipment.
If you are going to post non-English, please also post an English translation of your post.
If you are going to post non-English, please also post an English translation of your post.
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium and Verified Members
Premium Members are members that have a premium subscription with London South East and have access to Premium Chat. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Let’s face it the nickel battery market at the minute only accounts for 4% of nickel supply in any format so it’s all about stainless demand and the cherry on top is more nickel diverted to batteries over the next 5 years.
I have lost count the number of times I have read of the next game changing batteries Until any of them go into mass production and used by the mass manufacturers , I take it with a pinch of salt . These things takes years . I see you justifying your own investment strategy again . I bought HZM for stainless steel project not because of Vermelho Aragiuia will throw of huge cash . Vermelho will just be a bonus whatever route it takes . Btw RMM is a good bet .
I look it this way nowadays, happy to double my money , there are several shares that can deliver that Growth . It is all about finding the one which doubles first , but no guarantees you will be right .
An interesting if rather ONE sided (pardon the pun) article….Its noteworthy that when you open the “read more” link contained within this article you are taken to an earlier published article (link provided below) that gives a rather more balanced viewpoint.
Included within this earlier article is the following section…….”Not everyone thinks the cell-to-pack approach is a good idea. Tony Aquila, CEO of electric vehicle startup Canoo Inc, said structural batteries make sense, but only if the cells are bundled first into modules. “It has to be modular to be able to be repaired,” he said. Daniel Barel, CEO of Israeli EV startup Ree, also believes cells should be bundled into modules for maximum flexibility. “Unless you build the modules directly into the chassis, it doesn’t make sense” he said.”
So whilst it looks to be ONE (pardon the pun again) to keep an eye on for the future, we should not underestimate the importance of the first mover advantage that the current battery designs involving nickel, cobalt etc have gained and IMO they will be difficult to dislodge bearing in mind the planned rapid build and roll out of many new large scale factories for current designs battery manufacture in the coming months/years.
Don’t know if this has been posted on here but it’s the reason why I have completely divested my HZM shares. I don’t think this battery will be to far away and it hits the upside in nickel usage further down the line and is a game changer for me. Yes HZM is stainless steel but all nickel units are the same to me.as These batteries will be available in 2024
I’m interested to hear views etc , I still see the nickel market been a lot higher with other renewables but think these batteries will supersede nickel , cobalt and graphene chemistries. Still highly interested In HZM shares going forward in 12-18 months as the build de-risks. The plan is to come back here even if I have to pay higher. For now RMM is more appealing for a faster return. Plus copper seems to be a metal that cannot be replaced In the EV story. That’s my rationale.
Michigan-based startup Our Next Energy (ONE) has closed a $25 million Series A for tech that it says can double the range of EVs, as more and more startups take aim at surpassing the pitfalls of conventional lithium-ion batteries.
The 15-month-old company managed to attract major investors, including Bill Gates-founded Breakthrough Energy Ventures, which led the round. Assembly Ventures, BMW i Ventures (German automaker BMW’s venture fund), Singapore-based Flex and Volta Energy Technologies also participated.
ONE is developing a hybrid cell-to-pack system composed of two batteries: the Aries, a cobalt-free battery that the company says avoids fire risk from thermal runaway; and a battery range extender called the Gemini, which ONE estimates will be capable of a staggering 700-mile range on a single charge. The idea is that the Aries would be used for daily trips, while the Gemini could be used for the occasional longer trip. (ONE cites research on its website noting that 85% of vehicles are used at least once per year for a trip longer than 300 miles.)
It’s this hybrid approach that may allow ONE to succeed where others have failed. Key to the hybrid concept is in the chemistries: the Aries is a lithium-iron-phosphate (LFP) chemistry. This is significant because LFPs are an older, cheaper formula that’s conventionally viewed as less energy-dense than more powerful nickel-based battery chemistries. But ONE says its Aries battery pack has managed to increase range and reduce cost, all while avoiding the pitfalls of nickel-based batteries — namely, the reliance on scarce raw materials like nickel and cobalt.
What Tesla’s bet on iron-based batteries means for manufacturers
ONE’s first customer, the identity of which the startup is not disclosing, will use the Aries as a replacement for a nickel-based pack, a company spokesperson said. If LFP batteries could be used as a drop-in replacement for nickel batteries, without the associated trade-offs in range and cost, it could be a game chang