Member Info for Cacher

Construction going well. First production anticipated by mid 2021
https://incoa.com/exciting-news/

Excellent presentation last night. Predominantly on the Thacker Pass project, but a good general overview and Q&A too. I'd recommend folks catch the replay. It's available on the "Investor meet company" website

Thanks Markydeedrop

A good article, with key contributions from Julian Treger

"Race for heavy metal puts electric car revolution at risk"
https://www.telegraph.co.uk/business/2021/04/02/race-heavy-metal-puts-electric-car-revolution-risk2/?WT.mc_id=tmgliveapp_androidshare_Aw5lqC8tk1wT

KDNC announcement today:
Cadence Minerals (AIM/NEX: KDNC; OTC: KDNCY) is pleased to announce that DEV Mineração S.A's ("DEV") has commenced the shipment of the iron ore stockpiles from Santana, Amapa, Brazil. This shipment was approved via a court petition (details of which can be found here ) and represents the first shipment of Iron Ore from this asset since its closure in 2015.

Highlights:

-- The first shipment of 45,000 tonnes of iron ore from the Amapa Iron Ore Project has commenced
-- The vessel is currently loading and is due to sail this week
-- Iron Ore 62% Fe, CFR China at US$167.05 per tonne (26/02/2021)
-- Approximately 1.39Mt of iron ore currently stockpiled as DEV's wholly-owned port
-- Operations are continuing in Brazil

APF has a 1% gross revenue royalty on all iron ore and non-precious metals extracted from the Amapa System.

Here's the replay of the Shares Mag presentation on 24th March.
https://youtu.be/U266h1laPnw

Evening. Yes, he's proved himself to be very well connected, and has been instrumental in the construction of TRR's royalty portfolio. I think the key benefit for EML is the experience he brings from Xstrata prior to the Glencore merger.
Kelly obviously was part of the senior team at Xstrata along with Sir Mick Davis - who has just re-entered the industry with his Vision Blue Resources vehicle. Investment by Vision Blue into Trident or Emmerson would certainly raise the profile of either company...

TRR presenting tonight
https://www.sharesmagazine.co.uk/events/event/shares-investor-evening--webinar-240321?utm_source=twitter&utm_medium=social&utm_campaign=investoreveningwebinar1003

They were initially scheduled for today, but the Voiseys Bay transaction meant they would be delayed a few weeks. The VB RNS stated the annuals would now be 14th April.

I think that's an interesting move. Kelly has a lot of experience in that field from Xstrata, so a good appointment for EML.
No, it won't preclude any potential transaction between EML and TRR, provided Kelly's interests on both sides are declared and he's not involved in the transaction itself. I'd go as far as to say it's likely that TRR will be involved in the financing for Khemisset going forward.

Some interesting LinkedIn posts regarding big contract wins
https://twitter.com/ajbeaumont7/status/1374022530978217986?s=19

Re cobalt, I think Julian would be the first to highlight the difference between abundant supply vs supply from operations underpinned by good ESG principles. That matters, and as time goes on it'll matter more and more.
Agree re vanadium. I think Largo is a good place to be now the shackles of the Glencore offtake have been cast aside. Income from Maracas Menchen should continue to grow as production increases and vanadium prices perform as most of us expect.

Here's today's interview with Adam
https://youtu.be/N_5M4269Xk0

Excellent news MS. This'll garner some attention from investors in the US and Canada for sure. Thacker Pass is a serious tier 1 asset.

Nice little snippet on APF, thanks.

Biffa to supply recycled plastic to ALPLA to make homecare items more recyclable

Sustainable waste manager Biffa and the UK arm of Austrian-based ALPLA Group, a world leader in the development, production and recycling of plastic packaging, are to work together to ensure more British recycled plastic is used in the manufacturing of UK homecare products.

From May, Biffa will provide polyethylene terephthalate (rPET) plastic pellets from its recycling facility in Seaham, County Durham, to ALPLA UK. The material will be used in the production of homecare product packaging, increasing the amount of recycled plastic used in everyday household items such as washing up bottles, detergent and cleaning sprays.

The partnership is the latest development in Biffa’s strategy to create a circular economy for plastic in the UK. By replacing virgin plastic used in packaging with recycled plastic, the lifespan of plastic can become infinite when it is continually recycled and put back into packaging supply chains.

Here's an informed view on the subject - pinched from the ADVFN board earlier today. (Must say I concur entirely)...

"There has been a lot of work to eliminate the need for cobalt as a stabiliser from batrery technology. So far that hasn't been successful. Similarly, efforts to find a replacement for graphite in the battery anode have been equally unsuccessful. Yes, something like silicon would provide greater density, but graphite is superior when it comes to absorption of lithium ions during the charge cycle, as other materials swell and crack. The primary argument for eliminating cobalt from the battery is because of the ESG principles surrounding it's extraction from places like the Congo. Ultimately that can be overcome, and Vale at Voiseys Bay are an example of that. Additionally, producers in the Congo are upping their game. The lack of 'acceptable' supply resulted in cobalt prices running very high a few years ago, and that was the other worry that battery manufacturers had. The price has come down a lot, thus making it less of an issue. Research that I've done on the market leaves me pretty satisfied that cobalt will be a key battery ingredient for at least the next decade or two. In that time a lot will change as far as extraction and supply is concerned. From what Julian has said about APF's extensive due diligence into the cobalt market, it would appear they've drawn the same conclusion."

I thought you might when you saw KF Albus! To redress the balance, here's JT with Proactive today:
https://youtu.be/njpqhLN903g

https://www.brrmedia.co.uk/broadcasts/6048f1561e24d464e23ec7f7/anglo-pacific-voisey-bay-cobalt-stream-aquisition/

240p target for APF from RBC