The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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And some say Yangibana is worthless... ;-) Looks to me that they could be timing their BFS for the next rare earth spike - or perhaps they are waiting for us to be able to be in a position to help fund? Not thought of it that way round before! In the mean-time keep drilling... Can't quite understand why the market appears to be discounting our 30% Yangibana holding . Probably due to its unhealthy self-fulfilling obsession with 0.5p - which I'm probably unwittingly helping to propagate... When it goes this share really could fly. A coiled spring I tells you! ;-)
that was nothing... the big find was the application... mcp... but i'm not posting that here... they look to be on programme anyhow...
Not quite the same @tomcat... Both amendments are covered by the same "Application to Amend" number (493247): http://tenementcache.landtrack.com.au/M09-161 === Lodged:15:15 01 September 2016 Amending:Address (Including DTC Details) From:MOJITO RESOURCES LIMITED, C/- RARE EARTH MINERALS PLC, SUITE 3B, PRINCES HOUSE, 38 JERMYN STREET, LONDON, UK, SW1Y 6DN, UNITED KINGDOM To:MOJITO RESOURCES LIMITED, C/- RARE EARTH MINERALS PLC, SUITE 3B, PRINCES HOUSE, 38 JERMYN STREET, LONDON, SW1Y 6DN, ENGLAND RECORDED:15:15 01 September 2016 === Now both addresses are identical. Of course there could be more to this than meets the eye - probably tidying up loose ends before... ;-) Nice find by the way! Ob
Oh what do we have here now. A lot going on behind the scenes. Only Obs can work it or he's the man Great posts obs love your input to class research
Cheers @GoldenX! "Introducing the Cornwall Local Energy Market: £19m programme to explore flexible, smart energy solutions for the UK." www.centrica.com/takecontrol https://www.centrica.com/about-us/what-we-do/distributed-energy-and-power/building-new-energy-future === PROJECT UPDATE, FEBRUARY 2017 We’re now taking applications from local businesses and other large energy users to take part in the trial. A total funding pot of £6m is to be made available to cover the cost of a variety of initiatives including energy audits, smart technology upgrades and new energy storage units. === One for me to share on the INSP board me thinks... ;-) Hopefully the study will be able to conclude at what price points various combinations are attractive. i.e. perhaps using batteries isn't particularly beneficial at today's costs for all British householders - but in a few years? Using an Inspirit Charger today would almost certainly be cost beneficial if only it were commercially available! ;-) Ob.
there is another one you can find for m09/161... that covers bald hill north... it discounts what you think/posted... those fields are the same in both...
@tomcat. Looks like we just changed the address to me: http://tenementcache.landtrack.com.au/M09-159 === Lodged:15:15 01 September 2016 Amending:Address (Including DTC Details) From:Principal Place of Business : MOJITO RESOURCES LIMITED, C/- GILBERT & TOBIN, 1202 HAY STREET, WEST PERTH, WA, 6005 and DTC :MOJITO RESOURCES LIMITED, C/- GILBERT & TOBIN, PO BOX 454, WEST PERTH, WA, 6872 To:Principal Place of Business : MOJITO RESOURCES LIMITED, SAME AS CORRESPONDENCE and DTC :MOJITO RESOURCES LIMITED, C/- RARE EARTH MINERALS PLC, SUITE 3B, PRINCES HOUSE, 38 JERMYN STREET, LONDON, SW1Y 6DN, ENGLAND RECORDED:15:15 01 September 2016 === New lines are mine... But the question is - what prompted that...?
yeh... that's one of these... application to amend doc... http://www.dmp.wa.gov.au/Documents/Minerals/Minerals-Form30.docx ... but i haven't found the accompanying documents to know what we've changed...
Obs842 A trial is just about to start in Cornwall in conjunction with county council and centrica whereby grants are available to install renewable generation and storage devices to create a local energy market to enable electricity to be stored and any excess sold back to the grid which in turn reduces cost to customers I should imagine this will be watched closely by the rest of the country and other countries for efficiency and costs And if successful could be rolled out quite quickly especially as governments are under pressure to makes funds available on the clean air issue
I've got my detective hat on @tomcat. First clue appears to be 9 16...
q1 17... http://www.asx.com.au/asxpdf/20161017/pdf/43c140yq81q6x0.pdf ...
with all this treo... http://www.asx.com.au/asxpdf/20151110/pdf/432vk5w6k7ldzg.pdf ...
http://tenementcache.landtrack.com.au/M09-159 ... m09/159 covers yangi north ; gossan ; hook ; kanes gossan ; lions ear... our jv areas...
I presume you mean this FT article @Barksy "Electric cars: China’s battle for the battery market". I wonder whose interests it is in for various news outlets (including the FT) to keep regurgitating the original gigafactory 1 plans of 35GWh per year at full capacity, when the various evidence points to Tesla now planning for 150GWh at full capacity in around 2020? e.g.: "Tesla Gigafactory: the Potemkin village looks more like a burgeoning city as workers start production" (Feb. 11th 2017) https://electrek.co/2017/02/11/tesla-gigafactory-potemkin-village-or-burgeoning-city/ === Ultimately, the Gigafactory need to employ over 6,500 people under its deal with the state of Nevada, but the company sees a potential for as many as 10,000 employees following their updated plan to produce 150 GWh of battery capacity at full production in 2020. === I guess none of the incumbents can see how it is possible to ramp up from 35GWh to 150GWh yearly production in a space of 2-3 years... A bit odd really. I wonder if they didn't get the memo that the gigafactory might have a speed dial to tune the rate of battery cell production to that of (monthly/quarterly?) anticipated demand. It's not as if Elon hasn't mentioned this new 21st century manufacturing paradigm before now... Unfortunately the only reference I can find for that on the web is by someone called observer842...: observer842@13 Jan '17 === Interesting Q&A: Musk clearly likes his design and manufacturing from first principles! My take home point, other than the possibility of future gigafactories being built in proximity to the raw materials: ("on a mine"!), is that it's quite likely the factory will have a speed dial - if the demand is there: turn up the knob: go faster - no extra CAPEX required. I wonder if that is how they plan to get from 35GWh to 150GWh? He did mention a factor of 5 in an example earlier on in the talk: so he might have that in his mind: speed 1 being the base 35GWh; speed 5: 150GWh? Makes perfect sense of course: only once Musk has said it though! Most everyone else thinks - more demand, more or larger factories = additional CAPEX. === observer842@16 Jan '17 === Spot on @tomcat! Just how many fingers, in how many pies will we have by the time the world realises just how fast the Lithium demand is ramping up! We'll soon find out if Elon's thoughts on how factories *should* be designed were applied to the gigafactory 1 if/when he announces that the completed 35GWh factory has (ta-da!) a speed dial capable of taking production from 35GWh a year to 150GWh if the demand is there... I'm still astounded by that. Makes perfect sense of course: a factory which produces at the rate of demand! The world should be ashamed of itself for not thinking of that sooner. ;-) === Perhaps no-one else thought this was important enough to comment on...? Ob.
Sorry can't post, very good long article , if anyone subscribes......
Just pinged an email off to the conference producer for clarification Be very interesting to know
Looks like a very late substitute with Kiran taking over the presentation Backed up by fact Kirans details are somewhat missing Very,very interesting,let's see what tomorrow brings
http://uk.businessinsider.com/skype-cofounder-niklas-zennstroem-is-using-a-1-billion-vc-fund-to-back-startups-with-sustainability-at-their-core-2017-3?r=US&IR=T Hope some is coming our way
Hold on....Kiran has stepped down...what would he know!😉
Home | Register | Battery | NiCoMo | Tungsten | Tantalum | Speakers | Delegates | Sponsor / Exhibit | Partnerships | Venue | Contact Battery Conference — 6th March 2017 Rechargeable batteries continue to dominate and drive the base metals market but there is uncertainty whether ongoing lithium resources can meet rapid growth in demand. Unanswered questions about the future of lithium supply has prompted us to introduce the Battery Conference to the Argus Metals Week line-up. Highlights of the event include a first-hand case study of the Sonara Lithium Project from Peter Secker, Chief Executive Officer at Bacanora Minerals. Information Send me updates about the Battery Conference - Argus Metals Week 2017 Click to view the respective conference agenda: NiCoMo Tungsten Tantalum Topics on the Battery Conference agenda include: 09:00 Opening Regsitration 10:00 Chairman's opening address Nicole Willing, Minor Metals Editor, Argus 10.20 Market Overview and Latest Developments in the Market Lithium production Markets and projects Changing dynamics of battery chemistry New developments and future prospects Kurt Vandeputte, VP of Umicore Rechargeable Battery Materials, Umicore 10.50 Sonora Lithium Project Case Study: Meeting Lithium Demand in the 21st Century Sonora lithium project overview Lithium supply and pricing Lithium consumption, resources and reserves Processing and costs Kiran Morzaria, CEO, Rare Earth Minerals 11.20 Morning coffee break 11.50 Battery Production in Asia Lithium supply picture Market outlook Policy updates Trends in lithium resources development in Asia The impact of china’s renewable energy policies Haohan Wu, International Business Development Manager & Assistant to President, Pulead Technology Industry Co. 12.20 Challenging the Growth of the Battery Market: Lithium in the battery market Lithium demand in battery and other uses Electric vehicle and demand in the battery market Mark Seddon, Senior Manager, Argus Consulting Services (Metals), Argus 12:50 Battery Recycling The urban mine: Assessing the channel of recycling starting with storage The present time: Primary information and new knowledge about stock and flow Usage of material: Examining the volume of recovered metal Lack of product: Will the lack of cobalt and lithium warrant recycling? Investing in battery recycling: Concluding whether there is there a place for this in the current market? Christopher Ecclestone, Chief Executive Officer and Director, Alix Resources 13:20 Networking lunch 14:35 Assessing the use of Renewables in Energy Storage: Driving Battery Performance and Increasing Life Span Energy density and capabilities: Delivering a higher discharge current Aligning capacity with performance Future prospect and opportunities in the market Assessing how the car industry is adapting to this growth Charles Swindon, Managing Director, RJH Trading Ltd 15
Good spot @jimb2. Looks to me that Kiran could be standing in for PS at short notice? Circumstantial evidence backing this is that Peter is not mentioned at: "Argus Metals Week - Confirmed Speakers" http://www.argusmedia.com/events/argus-events/europe/argus-metals-week/speakers/#battery and Kiran's entry is scant on details. If so, they have obviously forgotten to update: "Battery Conference — 6th March 2017" http://www.argusmedia.com/events/argus-events/europe/argus-metals-week/battery/ === Highlights of the event include a first-hand case study of the Sonara Lithium Project from Peter Secker, Chief Executive Officer at Bacanora Minerals. === Just speculation of course...
Could see some updates. (sorry if already posted) Rechargeable batteries continue to dominate and drive the base metals market but there is uncertainty whether ongoing lithium resources can meet rapid growth in demand. Unanswered questions about the future of lithium supply has prompted us to introduce the Battery Conference to the Argus Metals Week line-up. Highlights of the event include a first-hand case study of the Sonara Lithium Project from Peter Secker, Chief Executive Officer at Bacanora Minerals. http://www.argusmedia.com/events/argus-events/europe/argus-metals-week/battery/ 10:50 - Sonora Lithium Project Case Study: Meeting Lithium Demand in the 21st Century - Kiran is down to talk as CEO of REM thanks observer842 for your research and comments,
Deramping