Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The alliance has also seen a successful exploration programme on Klondike which identified over six kilometers of mineralised structures and grab samples, including 6.3 per cent copper and 23.3 grams per tonne silver in outcrop, demonstrating the potential of the geological system. It has yielded a partnership with the well-financed Allied Copper Corp. (TSX-V: CPR) on both the Klondike and Stateline projects to advance the assets, adding considerable potential upside to the Cloudbreak portfolio.
Https://www.thearmchairtrader.com/cloudbreak-discovery-projects-progress-february/
It's a tremendous fall in retrospect. And, to my mind, largely unwarranted. The company has always expanded its product range, and is a leading knowledge centre for diagnostics. The sp was 1158p (on 26.1.21), now 177p.
As long as the sticky LT holders remain firm, let them fish (forlornly) for sellers. Reminds me of ticker all/ several junior mining projects, all with good potential/pedigree, on several continents, thus reducing the political risk. Nice to see lithium mentioned too.
good post yesterday: Well here's the logic behind Berenberg's target price, let's see the logic behind Goldman Sach's offering.
Ceres Power's new China JVs exceed expectations, says Berenberg
Analysts calculated that the last closing share price of 517p implied the group will reach circa £200mln in sales by 2035 - "however, we think it could be 5x higher"
https://www.proactiveinvestors.co.uk/companies/news/973650/ceres-power-s-new-china-jvs-exceed-expectations-says-berenberg-973650.html
Proactive article
Https://cutt.ly/3ONxnO7
I liked this:
A separate manufacturing operation will be established to supply fuel cell stacks to the other JV and potentially other third parties.
general sector interest
18.1.22
The gas is generating strong demand for manufacturing semiconductors, a critical material for computer chips that has been in short supply during the pandemic. Global demand looks to outstrip supply until at least 2025, keeping prices high, said Phil Skolnick, an analyst at Eight Capital.
Https://www.reuters.com/business/energy/canadas-saskatchewan-province-gets-lift-record-helium-activity-2022-01-18/
sng price targets
https://twitter.com/AIMdective/status/1479001023511412736
sector interest
21.12.21
The E2P2 project is a proof-of-concept initiative aiming to develop and demonstrate low-environmental-impact fuel cells that provide economic and resilient prime power solutions for data centers. Equinix will deploy and test the experimental E2P2 fuel cell platform at a dedicated space within one of its Milan, Italy, data centers.
Https://www.networkworld.com/article/3645413/equinix-leads-consortium-thats-building-fuel-cells-to-power-data-centers.html
24.12.21
From 2022, the renewable portfolio standard (RPS) ratio is to rise sharply, upping 3.5%p to 12.5% in 2022 (from 2021’s 9%) and then to 25% by 2026.
Http://www.businesskorea.co.kr/news/articleView.html?idxno=84632