The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Look, most Blockchain deals, even when their wishy washy crypto linked ideas go for $30m+ as in they actually raise that amount in Dollars. BLOC have the management expertise and the savvy to lock into a significant company , reverse into BLOC, and turn it from �2m to �150m. These guys are not here to much around with crypto currencies, although there is a strong market for strong currencies. They will nail a significant company. Bloc is the only, ONLY FULLY listed pure blockchain investment vehicle on the LSE. NOT AIM. the MAIN market. They have no time restrictions. They arent a shell. They are a real business, with a real focus and management on acquiring major Tech in the Block Space. 20 times undervalued as at now, �2.9m. If you believe in the future, this is your ticket.
Well you know the Copperbelts host elephant sized deposits, there's literally huge potential in just this one country. the penny hasnt dropped yet, it will.
First Nickel Cobalt Operation imminent. "A low cost operation to produce battery grade nickel sulphate and cobalt sulphate for sale into the battery market". Read those words! The question now is how big will they get, having cornerstone technology, with an endless demand for the hungry Cobalt. Multiple Sites Producing....
not Botswana.
The Table will be full soon! In Botswana we have Duard Capital doing the leg work, grouping together hopefully some very Cobalt rich deposits. All IP Secured. Likewise with Australia, there are multiple deposits that can utilize the AXM Technology. This is their time now. Where the many hard years of work will massively pay off.
When news drops, a good 100m + vol day will kick us off into another trajectory. Although the chart right now and indicators looking v good. @�2.5m cap, downside is nothing, upside is limitless. ATB
Massive Deal done recently. Turkey,Azerbaijan, rest of the mid east. The board should get some massive credit for delivering on such an extensive network who can now deliver in implementing strategy. Plus there is the big Cobalt and Lithium ones to come, rather soon. �2.5m cap. 50 bagger for those who like bags. i prefer brief cases. 60 briefcases to come from here. min.
Massive Deal done recently. Turkey,Azerbaijan, rest of the mid east. The board should get some massive credit for delivering on such an extensive network who can now deliver in implementing strategy. Plus there is the big Cobalt and Lithium ones to come, rather soon. �2.5m cap. 50 bagger for those who like bags. i prefer brief cases. 60 briefcases to come from here. min.
The main thing here that's confirmed is Multicom will be utilizing the AXM technology for the St Elmo Project to get operating costs below $2lb. Giving them the lowest Vanadium project globally. ( v205 = $12/$13lb). A BIG AD for AXM. What it confirms also is whats good for the goose is good for the gander - i.e Cobalt,Nickel,Lithium projects. Cobalt project's should come thick and fast after the first one is up and running shortly. AXM is turning into something quite special, might have taken 10 years, but the battery mineral sector was dead in the water up until a few years ago. Now there's more demand than there is supply of key ingredients especially cobalt. And for Redox flow batts and the steel industry for Vanadium. .
Nice! https://www.northernstevedoring.com.au/latest-news/alternative-energy-industry-in-townsville.html AXM integrated into the project. IPO in a couple of months. One of many projects. Looking good boys. �The success of the JV with Alexander Mining and John Webster Innovations for the vanadium leaching technology will set Multicom apart as the cheapest global producer of V2O5 and underpin the off take agreement with StorEn Technologies."
In the next week or so they'll be starting the first Nickel Cobalt Project, and have battery grade material for sale. The market is waking up to this. They could be pulling in the equivalent of their market cap every month in sales. The potential is limitless.
Hi All. I'm not into Slanging matches. W're all shareholders after the same thing, reward. Accudo. could well come off. But I am invested here from the research I've done on AXM, their Tech, and the scability of multiple low cost projects with high value returns in the Battery Sector. They have a unique opportunity to start making serious money, and I am talking Millions here, by getting battery grade cobalt,nickel and Vanadium via low cost plants and selling direct into the market or via an offtake agrement with a major battery manufacturer if they can scale up as to what I believe is their ambition. The IRR of each plant would be very attractive, hence why they mentioned the serious funding would be open to them. Basically think of the thousands of tailings, and ore deposits around the world that contain high levels of Nickel, Cobalt and Copper Cobalt, and Copper deposits on their own in Africa. The boys here might not be the best at marketing, but when it comes to an essential / critical mineral such as Cobalt, that with AXM can be fast processed and quickly sent to the customer, they will have buyers eating out of their hands. Might seem hard to comprehend a �200m mk cap when we're at a lowly �2m. But at $90k a tonne Co and $14lb V205, the economics of the projects to come are about as attractive as you will ever see. And lets not forget Nickel at $14,000k tonne, and heading to $20k+. So forget the past long termers, you need to look forward and not get stuck in your past. The EV revolution will make AXM a fortune and shareholders.
Lets see shall we! all the best
Don't why Chesh, if you only think AXM is a one project company, you need to do some fast research. I could tell you a couple of notable events about to happen, nothing to do with Accudo, so good luck in down ramping! The real prize is as I have stated, the Battery Metals. Vanadium, Nickel Cobalt. Cheers.
Accudo is just one project, they've moved on considerably since the inking of that one. Battery Metals is where AXM will make a fortune. From the large Vanadium deposit in N.Queensland, to the numerous cobalt deposits worldwide, Think Canada, Turkey, the US, Africa, The Cobalt Belts and deposits in Zambia hence the Patent announcement the other idea, explicitly mentioning this. You name a Mining jurisdiction and we have it covered. Now the JV's will start to roll, and the revenues. �200m + cap and more.
The beauty of AXM's biz model is they simply licence out the tech to whichever mining company/project who uses it, they get licence fee, and share of revenues whilst the mining company puts up the funding. NICE! Substantial revenues flow to bottom line, as they are based on the revenues of the project which can be from the low millions to Hundreds of Millions.. First up, the Nickel Cobalt project to come on stream. Low cost, high profitability. These small scale plants are cheap to put up with high return, so low capex and high IRR. They should be able to get a dozen or so up and running once the first is going. Nickel/Copper/Cobalt revenues, into a hungry market desperate for Cobalt. Then the larger projects, like Multicom, which is floating soon. Let's stress that AXM's technology is integral to the flow sheet here. With AXM Multicom won't be able to acheive the $2lb cost of V205. Price is around $9lb v205 now, that's a very profitable mining operation. Other miners will not take note, they will kick down AXM's door to get those sorts of low cost numbers. The chinese are desperate for v205 for steel and redox flow process machines. So all in all, just with the current business AXM already have, not to mention the Lithium Project and Accudo at DFS stage, it's the new battery tech metals that will provide serious fuel for them going forward. Multicom is worth �20m on the mk cap imo. It's a massive deposit. AXM will shine soon. Right Place Right Time Core Technology for the future of EV's. GLA
Been in BZT for years, and I never liked the move into Columbia, was a rash move. Now that's behind, those boys have moved on, it's an identical BZT as it was in the boom times in early 2011 again. This time we;re at the bottom of the market with considerable value in Mayankan, there;s no reason why we couldn't do another JV with a large Multi nat miner as before. It's a massive Copper Gold Resource and Copper is only going to be going one way for the next 5 years. Argie assets aren't too shabby either. At �3m cap, there's a lot of upside imo to get to fair value. After today's announcement they are cash rich, with over �500k in the bank. Been a bumpy ride, hopefully things will centre around realisation of assets, which they have stated now is there focus.
They can rapidly scale this up, think of the Patented Portfolio across the world, and the hundreds of Deposits of Ore and Tailings that can quickly be 'processed' Then do some some sums. If they/partners can extract the Nickel and Cobalt and sell into the market so quickly and efficiently, you've got a highly profitable operation. �2m mk cap. Try �200m. + This is just one of many: - Work on the HyperLeach� trials of a nickel-cobalt flotation tailings sample will be undertaken in the next few weeks. The successful completion of the project would allow Alexander to seek significant funding to bring into rapid production a small scale, low cost operation to produce battery grade nickel sulphate and cobalt sulphate for sale into the battery market.
They've spent years getting to this point. The timing coinciding with the demand for Lithium,Cobalt and Vanadium is not just down to luck but excellent management moving to where the demand is coming from, ie battery metals. The Vanadium pentoxide can be sold in the Chinese market, but StorEn will take whatever it needs in the JV and huge profit. The Nickel Cobalt ditto. Licence to print.....
3rd party injection of funds in to a JV most likely, with a subscription of stock. Vanadium project is equally as exciting, and valued at NIL here. That's a big one. All the info is out there, a bit of research will pay off. The free float out there is not large also.