Member Info for Cacher

Higher battery metals is of course a good thing for companies like APF. But, we don't want them to go too high. In the short term it won't be a problem, but longer term manufacturers will be looking for the most cost efficient ways - ie, chemistry, battery constituents etc to produce a battery. If, for example, cobalt runs really hot again then alternatives will look more attractive - whether that be solid state or something else.
That said, APF is perfectly positioned to take advantage of the global drive towards electrification, with exposure to key metals and, crucially, not carrying any operator risk. Julian has his head screwed on here. He knows the key is to not only be positioned in critical metals, but for the operation/s to produce the given metal in a superior way to the vast majority of competitors. Whether that be a cobalt stream from one of the world's biggest ni sulphide mines with a low carbon footprint (VB), or a nickel/cobalt operation using cutting edge green/clean processing tech (Piaui), or in the case of LIORC a low emission pellet that is superior to many of its competitors. ESG, in my opinion, gets ever more important as time goes on. It's only a matter of time before mining projects that don't have whiter than white ESG credentials get left on the sidelines.

This time with Julian:

https://www.proactiveinvestors.co.uk/companies/amp/news/942491?__twitter_impression=true&s=09

https://www.proactiveinvestors.co.uk/companies/news/942463/anglo-pacific-group-announce--largest-ever-acquisition--to-seize-upon-electric-vehicles-boom-942463.html

More colour on the transaction and cobalt market
https://webcasting.brrmedia.co.uk/broadcast/603551961e24d464e23e249c

Yes, it's a superb deal. It'll also prove to be the first step to APF becoming the 'go-to' investment vehicle for institutional and private investors looking for exposure to the underlying commodities involved in the green/clean energy revolution - from a responsibly sourced, ESG accredited standpoint. A very bright future indeed.

Replay now available of the webcast
https://webcasting.brrmedia.co.uk/broadcast/602ec5f61fc46330548fabb0

https://youtu.be/mxn7xk1jZcM

Interview with the management team at Brazilian Nickel. Another key asset going forward for APF

Admission of shares isn't until tomorrow (26th), so unlikely many (if any) will show in your account until after open tomorrow. I've taken a few PB placings in the past. Some have been in my account on the day of admission, some have been a couple of days later. Really depends on the broker - some are quicker than others.

Besides, if you have been following APF for any period of time you'd know exactly why they're diversifying their income and moving away from coal

Sorry, I meant primarily shipped to India and some to Korea.

Kestrel shipped primarily to Korea. Only 5% was shipped to China

What a fantastic acquisition. Long life cobalt stream on one of the best nickel sulphide mines in the world. Funnily enough Altius have a royalty on the nickel produced there. That merger is getting ever closer I think

No idea why the question marks appeared when I copied the text. Apologies

https://roskill.com/news/nickel%E2%80%AFsustainability%E2%80%AFbrazilian%E2%80%AFnickel-advances%E2%80%AFpiaui%E2%80%AFproject%E2%80%AFusing-heap-leaching/

Brazilian?Nickel?(BN)?announced the?final phase of?a Bankable Feasibility Study?(BFS)?at its?100%?owned?Piauí?nickel-cobalt?laterite?project, north-east of?Brazil, on 18 February,?2021.

The project has a Joint Ore Reserves Committee (JORC) compliant mineral resource of 72Mt of ore at 1.0% Ni and 0.05% Co. The operation has a planned average annual nickel and cobalt output of?25kt and 0.6kt, respectively, over eight years. BN?expects the BFS to be completed by the end of Q1-2022.??

Roskill View??
The Piauí?project is one of many nickel-cobalt projects currently being advanced. However,?BN intends to treat the ore by heap leaching.?Nickel?laterite ores?have?three main?process routes?in commercial operation: hybrid caron, pyrometallurgical and hydrometallurgical processing.?

Heap leaching has been successfully used?in the copper and gold mining sectors. Still, it has yet to be practically demonstrated as?a?viable stand-alone route in the nickel laterite?sector.??One of the key advantages of?heap leaching is that it has?a lower capital intensity?than high–pressure acid leach (HPAL) projects.??

I've joined you chaps here too. Looks a very interesting proposition, and exposure to some key areas going forward. Will be interesting to see how the companies in the portfolio develop. Many have a significant chamc of developing into a key sector innovator

Brazilian Nickel news this morning:
"We are pleased to announce the commencement of the BFS at our Piauí #Nickel Project marking the next stage of the Project which is set to produce an average of 25,000 tonnes of $nickel and 900 tonnes of #cobalt per year" https://t.co/yM3VEJbYcU $BRN #BRN

Kestrel section looks like an improvement
http://www.adaro.com/pages/read/10/47/Press

A good discussion with fund manager Matt Geiger regarding the sector outlook. He's very keen on the base metal royalty space going forward.
https://youtu.be/T-d9K3NuprQ

Dividend payment tomorrow

Fund manager Matt Geiger advocating folks take a look at base/battery metal royalties as a way to play a broad commodity bull market
https://podcasts.google.com/?feed=aHR0cHM6Ly9wYWxpc2FkZXNyYWRpby5jYS9mZWVkL3BvZGNhc3Qv&ep=14&episode=aHR0cHM6Ly9wYWxpc2FkZXNyYWRpby5jYS8_cD0zOTI1