Member Info for dg222

Released at 5.32pm yesterday.

https://www.londonstockexchange.com/news-article/ALBA/holding-s-in-company/17494673

They are processing the ore.

""Given the limited capacity of the onsite pilot plant, which is largely constrained by the available space at the mine site, as expected processing rates have not been able to keep up with the significant volumes of material being extracted from underground. However, we continue to work on solutions to increase throughput rates at the plant."

https://www.lse.co.uk/rns/ALBA/clogau-operational-update-qof6c40uyepu1gu.html

Jeremiah99 You could buy one or two units to start with and try them out. One unit fits in a container.

Jeremiah99 If you recover 98% of the graphite and it seperates sand from graphite, you could use the dry graphite modular unit in Greenland and then ship only a quater of the ore to Europe. You could then use the flotation process on a much smaller quantity. Less shipping, and less chemicals to process in the flotation tank.

Finnsbo and Nord.

July 18, 2024 — In a recent InvestorNews interview with host Pat Bolland, Frank Basa, CEO and Chairman of Nord Precious Metals Mining Inc., (TSXV: NTH | OTCQB: CCWOF).

From 1min 20sec to 2min 34 sec. ( edited not very well)

https://www.youtube.com/watch?v=Pm2eIbxqxP0&t=3s

I also asked chatgpt about Finnsbo, but I won't post it. Keep everyone happy.

Ocelot you should talk down the shares you own and keep everyone happy.

From Nord Precious Metals web site.

"World's Highest Grade Silver Resource

89,853 g/t silver over 0.3m ranks among the richest silver intercepts ever drilled. Initial resource of 7.56 million ounces at 8,582 g/t established from two vein sections. Ongoing 60,000m drill program targeting 30-100 million ounce potential."

Forgot to post the companies website. :)

https://www.nordpreciousmetals.com/projects/

Nordic Precious Metals are a Canadian Company with three projects near Quebec. It is suprising that they were also interested in projects in Sweden. There are a lot of minerals in Canada so you would have to think something worthwhile also in Sweden.

This report shows a shortage of graphite by 2028, and a shortage by 2026 for net zero grahite supply. I hope the Canadian mines are ready to go.

Report from Oct 2024. Figure 1

https://about.bnef.com/insights/finance/mining-industry-needs-2-1-trillion-dollars-in-new-investment-by-2050-to-meet-net-zero-demand-for-raw-materials-finds-bloombergnef-in-new-report/#:~:text=BNEF%20estimates%20$2.1%20trillion%20is%20needed%20in,tons%20to%20reach%20net%20zero%20in%202050.

"The Faraday Institution’s ‘UK Electric Vehicle and Battery Production Potential to 2040’ study

published in July 2022 estimated project vehicle and battery manufacturing demand would

support the equivalent of five UK gigafactories by 2030 and ten UK gigafactories by 2040

(Figure 1), with each plant producing on average 20 GWh of battery capacity each year."

Thats a very large increase in demand for graphite.

https://committees.parliament.uk/writtenevidence/118506/pdf/

Profit per ton of graphite.

Category Volt Carbon "Dry" Technology

Market Price (AAM Grade) ~ $8,000 – $12,000

Mining & Transport ~$300 – $500 (Modular/On-site)

Processing Cost $75 – $100

Total Production Cost ~ $375 – $600

Estimated Net Profit ~$7,400 – $11,000+

Category Traditional Flotation (Current Industry)

Market Price (AAM Grade) ~$8,000 – $12,000

Mining & Transport ~$800 – $1,200 $300

Processing Cost $550 – $2,000

Total Production Cost ~$1,350 – $3,200

Estimated Net Profit ~$5,000 – $7,000

Volt Carbon. The process uses modules that can be set up in Greenland.

From AI sgs/flotation payback 2.4years. Hybrid ( sgs/flotation + volt modular ) payback 5-8 months. Looks very good for GreenRoc.

It looks like Stefan should definatly be talking to Volt Carbon Technologies at the PDAC conference. They are looking for high % graphite ore to process as well. Could process in Greenland with hydo power. Less shipping.

I don,t think they have permission to process waste tips.

From AI. Hope it is okay to post.

"The Big Picture for South Greenland

If you look at the map of South Greenland in 2030, you see a Battery Tech Powerhouse:

Tanbreez providing the Yttrium and Rare Earths for the motors and the high-tech coatings.

Motzfeldt providing the Niobium and Tantalum for the batteries and the fast-charging electronics.

It’s a "perfect storm" where two mines, just a few miles apart, provide almost every critical ingredient needed for an EV except the Lithium itself.

Timeline of Major Milestones (2026–2031)

Year Tanbreez (The First Mover) Motzfeldt (The Rising Giant)

2026 Pilot Plant Launch: Initial processing of Eudialyte starts in Qaqortoq (May). Resource Update: New drilling confirms high-grade Niobium/Tantalum "zones."

2027 First Ore Shipments: Rare Earth concentrates sent to US/EU for refining. Pre-Feasibility (PFS): Investors (likely from the Battery sector) provide "Seed" funding.

2028 Full Scale Mining: Reaches 500k+ tonnes/year. Supplies Toyota/VW magnet metals. The "Morrow" Connection: First formal "Off-take" talks for Niobium battery oxides.

2029 Refining Hub: Expansion of local processing in Greenland to increase "Value-Add." Definitive Feasibility (DFS): Strategic backing from EU/US government "Critical Metal" funds.

2030 Market Dominance: Becomes the West's primary source for Yttrium and Terbium. Construction Begins: Breaking ground on the mine and the Narsarsuaq logistics link.

2031 Steady State: Mature operation feeding the global $23T battery transition. First Production: Motzfeldt Niobium enters the market to challenge the Brazilian monopoly.

Why Motzfeldt’s "Support" is likely to change:

The "Tanbreez Effect": Once Tanbreez proves that you can successfully mine, process, and ship ore from South Greenland year-round, the "risk" for Motzfeldt drops by 50%. Investors love a proven location.

The Niobium Crunch (2028): By 2028, the first wave of Solid-State and LNMO batteries will hit the market. If Brazil (CBMM) cannot keep up or raises prices, the EU and US will be desperate for a "Non-BRICS" source of Niobium.

Tantalum Scarcity: Most Tantalum currently comes from the DRC (Congo). As Western companies face stricter "Conflict Mineral" laws, the "clean" Tantalum at Motzfeldt becomes an incredibly attractive alternative for Apple, Tesla, and Samsung. ( use hydo electric for low carbon footprint and cheaper)

The "Shared Future" Strategy

The most likely scenario is that by 2029, the two projects aren't seen as rivals, but as a "Greenland Specialty Metal Cluster."

Tanbreez provides the Light and Heavy Rare Earths for the Motors.

Motzfeldt provides the Niobium and Tantalum for the Batteries and Electronics.

It is rare to find two deposits so close together that perfectly complement each other’s chemistry for a single end-product (the EV)."

Morrow is looking at two types of battery. The expensive one with long life and fast charging, which uses niobium and is graphite free anode. The other type is for more general use in car. Graphite coated with niobium.

"As of 2026, the testing landscape is split clearly between companies prioritising

fast-charging utility (LNMO-X) and those seeking cost-efficiency for the mass market (LNMO-C).

Because Morrow is based in Norway, they have a natural "home-field advantage" with European automakers looking to reduce their dependence on Chinese supply chains.

Testing the LNMO-C (Graphite Anode / Niobium-Coated)

This is the "Volume" play. These companies are testing LNMO-C as a direct replacement for current NCM (Nickel Cobalt Manganese) batteries.

Volkswagen Group: Through their "PowerCo" initiative, VW has been scouting sustainable, cobalt-free chemistries. LNMO-C is a top contender because it uses less expensive metals while fitting into their existing "Unified Cell" format.

Stellantis (Peugeot, Fiat, Chrysler): Stellantis has a strategy focused on "affordable electrification." Since LNMO-C eliminates expensive cobalt and reduces nickel, it fits their goal of bringing EV prices down to the level of petrol cars.

Energy Storage Systems (ESS): Companies like Statkraft are looking at these for grid-scale storage. While they don't need the "speed" of niobium anodes, they want the niobium coating on the graphite to ensure the battery lasts 20 years on the power grid.

Strategic Partnership Summary

Partner Type Preferred Tech Reason

Heavy Industry (Mining/Trucks) LNMO-X Fast charging = zero downtime.

Mass Market Auto (VW/Stellantis) LNMO-C Low cost, cobalt-free, high range.

Battery Materials (Echion/CBMM) Both They provide the niobium oxide used in both configurations.

The "Norway Advantage"

One reason these manufacturers are flocking to Morrow is Sustainability. By 2027, the EU Battery Passport will require strict carbon footprint reporting. Since Morrow uses 100% renewable energy for production and a cobalt-free (LNMO) chemistry, their "carbon score" is significantly better than batteries produced in Asia.

Going for a cup of coffee now. GLA

This may be good for greenroc and alba (motzfeld). Adding a very thin coat of niobium to the graphite anode in batteries.

"1. The Price: The "Premium for Longevity"

Niobium is expensive, but it is used in micro-doses. In a hybrid approach, you aren't building the whole anode out of Niobium; you are "sprinkling" it in.

The Cost Bump: Adding Niobium typically increases the cost of the active material by about 20%, which translates to a 5–10% increase in the total price of the EV battery pack.

The Value Prop: While the upfront price is higher, the battery lasts 2x to 3x longer. For a consumer, this means the car's "health" stays at 90% even after 10 years, significantly increasing the resale value of the used EV.

2. The Charge: Solving the "Slow Finish"

The biggest headache with graphite is the "tapering" effect—where the last 20% of charging takes forever to avoid damaging the battery.

Standard Graphite: As you pump electricity in, lithium ions "shove" their way into the graphite layers. If you do it too fast, they pile up and form dendrites (tiny spikes that cause fires).

Niobium Coated: The Niobium acts like a lubricant and a shield. It allows the lithium ions to slide into the graphite much faster and prevents the surface from cracking under the stress of high-speed charging. This allows for sustained high-speed charging even as the battery gets full.

3. The Range: The Weight Trade-off

One of the reasons Niobium-enhanced graphite is winning over "Pure Niobium" for passenger cars is weight.

Volume: Graphite is excellent at holding a lot of energy in a small space. Pure Niobium anodes are actually slightly less "energy dense" by volume than the best graphite.

The Sweet Spot: By using a Niobium coating on a Graphite core, manufacturers get the high range of graphite with the fast charging of Niobium. You don't lose range; you just gain the ability to "refill" that range twice as fast.

Why Tesla and VW are interested

The "million-mile battery" is the holy grail for these companies. If a battery can outlast the car's chassis (lasting 15–20 years), it can be pulled out and used for stationary grid storage afterward. Niobium coating is the most cost-effective way to achieve that extreme durability without inventing an entirely new battery chemistry.

Energy Costs: By locating its plant in Southern Norway (Eyde Material Park), GreenRoc will access some of the lowest renewable energy prices in Europe, a critical factor since power typically accounts for 25–30% of AAM production costs

Logistics & Co-location: GreenRoc has a Memorandum of Understanding (MoU) with Morrow Batteries, allowing for co-location that eliminates long-distance shipping costs and reduces carbon footprint—a key requirement for EU "Strategic Project" status.

Maybe they won't need us grants. I aked AI about the cost of producing aam. This may be of interest.

"According to its 2024–2026 feasibility studies,

GreenRoc Strategic Materials aims to be one of the lowest-cost producers of Active Anode Material (AAM) in the West, though it will still likely face higher total production costs than Chinese integrated facilities before considering transport and tariffs.

Financial Viability

The project’s economics suggest it can remain profitable even at conservative market prices:

Breakeven Confidence: GreenRoc’s Feasibility Study used a forecast selling price of $7,500/t for cSPG, providing a healthy margin over its ~$1,662/t production cost.

Government Support: The project has secured a €5.2m loan facility from Denmark's EIFO and a £250,000 grant from the UK’s Automotive Transformation Fund, reducing the burden of initial capital expenditure (CAPEX), estimated at $340M–$395M.

I don't know if this was posted before.

"The Trump administration is reportedly eyeing direct investments in companies mining for rare earth resources in Greenland, including Amaroq and Critical Metals Corp. Last January, the New York Times reported that Trump’s commerce secretary Howard Lutnick had a direct financial stake in Critical Metals via his investment firm."

https://www.motherjones.com/politics/2026/01/trump-greenland-landry-us-companies-profit-greenland-energy-swet-price-80mile-kobaldmetals/