Member Info for AIMtodeath

Oems won't touch the metals with a barge pole I imagine, domestic use only where they don't care. But to raise the material from the sea bed, ship it to process, it would need to be so concentrated and just scraped up to be economical surely.

https://cleantechnica.com/2020/06/11/lg-chem-began-mass-production-of-ncm712-batteries-in-poland-in-q1/

Media protrayed poorly..... it is the European and Americas strain that we have already.... Nothing new. It kills less too.

If the Indonesians lock down.....Nickel to the moon.... https://www.aa.com.tr/en/asia-pacific/indonesia-sees-highest-single-day-spike-covid-19-cases/1956123

I have read a fair few comments by people taking risk off table, slicing etc and now intend to hold to production etc.

Just read latest report its $2bUS! Capex

Oh latest Cash holding £24m.....so valued at only £38m. Salaries £1.5m a year since 2018 and nothing has happened. Talk of drilling out their platinum now...crickey.

Their C1 is $US9520 but they have this weird thing were they show it as negative $1260 to make it sound super cheap to produce as they offset all the credits from other products with Cobalt at $59.5k..... but yet its not that profitable. They need to sell all the cobalt and at very high price (which it may never reach again) or they would be in trouble. With Cobalt being lowered i'm glad we are not depennent on it.

Sorry when DFS came out valuation was £245M dropped off from end of 2017 high.....and with that HUGE valuation they were able to have £83M/$110mUS in the bank!

Okay get this
Cleanteq NPV $1.4bill with $1.3bill Capex (produce 3 times the Cobalt priced at £60k and 25% less Nickel per year, HZM has another 13 years production)
Vermelho NPV $1.7bill with £652M Capex

Investors have wised up to this awful project now only valued at £62m, at its height when DFS came out and Cobalt was $60,000/t they had a valuation of £683M.... Vermelho valuation pretty much ZERO! They also have an unproven technology on a large scale.

Oh it is for sulphate though...

From his $2B capex mine that didn't beat us to bank funding......wonder why...haha

I'm not selling, not worth it but I'll have to think about trying to get something together so I can buy if it does come back much.

Pull backers and scalp traders have to get back in and if they sense consolidation point then its time to re-enter. We see how fast it moves if there is a sustained entry.

Mark Selby is paying Crux for this one man show (or two man show....Crux loves himself) to push CNC with Nickel info from a supposed Nickel guru that is not there in any capacity to increase the value of his own shares....yeah right.

I reckon 7p was the point that traders and those adding on pullbacks first kicked in. That might be the base for now.

Nickel both feet in 15400

Price only watchers not seeing bigger picture in macro. Nickel now touching 15350, GBP 1.327 Nickel ouptut down, record EV sales
AS much as I want to see next deal info, seeing Nickel into the $16ks could be good for the deals

Could be chasing an ACP entry.....as next big thing.....

We have not started yet, time for JM to deliver the next piece of news as this cools off

creeping up....
GBP creeping up - more it goes up the less we have to raise, it alllllll makes a difference.

16.35 was the uncrossing trade in auction, the other was a delayed trade from 16:18 which kinda looks like a sell. FRom lunch there was a very high frequency of sells on ANY upwards movement of Bid. It got hit as soon as it rose 7.4-7.5p. Still some needs to be sold out it seems, not that many PIs were glued to their screens hitting sell everytime the bid moved up...

If you are going to panic sell into close because you missed 8p they are going to pull the rug from under your feet...

shares off you above 7.21p..... go figure