The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Shell will change from gas to Electric It’s Over: Oil Giant Shell Doubles Down On EV Charging Stations October 16th, 2017 by Tina Casey Like the saying goes, it ain’t over ‘til it’s over — but it’s over. The reign of the conventional gas-powered is coming to a close and electric vehicles are poised to dominate. In the most recent development, last Friday the leading global oil company Royal Dutch Shell announced that it is buying one of Europe’s largest and most highly regarded EV charging providers, NewMotion. https://cleantechnica.com/2017/10/16/oil-giant-shell-doubles-ev-charging-stations/
Copper production at Proyecto Riotinto has increased almost 18 % to record production levels versus Q2. All other parameters were well above targets for the quarter ended September 30, 2017. The operation reported an average copper head grade of 0.58%, a throughput rate of 2.2 million tonnes of ore processed and a recovery rate of 85.95 %. Record production of 10,679 tonnes of copper contained in concentrate is the result of higher copper head grade and recovery rates than initially anticipated. Guidance for copper production has been adjusted accordingly and is now estimated to be within the range of 36,000 - 39,000 tonnes.
http://www.mining.com/chile-earthquake-lights-fire-copper-price/
looking forward to a blistering operations update Operations update due week commencing 9th October 2017 (previous year released 11 October 2016) Operational Review and Q3 Financials Due week commencing 21st November 2017 (previous year released 24 November 2016) Approx
Electric cars will drive increased global demand for copper http://www.theaustralian.com.au/news/world/the-times/electric-cars-will-drive-increased-global-demand-for-copper/news-story/130a0ecce6408678098c3a2de5f3ad38
Electric vehicles use a substantial amount of copper in their batteries and in the windings and copper rotors used in electric motors. A single car can have up to six kilometers of copper wiring, according to the ICA Energy body calls for collaboration to rev up UK electric vehicle development http://www.cityam.com/271969/energy-body-calls-collaboration-rev-up-uk-electric-vehicle VW announces $84 billion investment in electric cars and batteries http://www.express.co.uk/life-style/cars/852814/VW-electric-cars-Frankfurt-Motor-Show-2017-Volkswagen Hong Kong's richest man makes huge investment in Japanese electric car production Sales of electric vehicles have surged in the world’s largest car market on the back of generous state support, prompting global manufacturers to boost their lineups of non-emission cars http://www.independent.co.uk/news/business/news/hong-kong-li-kashing-richest-man-electric-cars-japan-o-luxe-holdings-a7940026.html
https://www.investegate.co.uk/atalaya-mining-plc--atym-/rns/half-year-report/201709070700030411Q/
Just a reminder As at 1 January, the significant shareholders in the Company are: Trafigura Beheer B.V. ("Trafigura") 22.01% (fully-diluted 21.85%) Yanggu Xiangguang Copper Co. Ltd (‘XGC’) 21.93% (fully-diluted 21.77%) Orion Mine Finance (Master) Fund I LP (‘Orion’) 14.56% (fully-diluted 14.45%) Liberty Metals & Mining Holdings LLC (“Liberty”) 13.98% (fully-diluted 13.88%) Majedie Asset Management Ltd (“Majedie”) 6.06% (fully-diluted 6.01%) Management and Board of Directors 0.49% (fully-diluted 0.66%) The total of the shareholdings detailed above for Trafigura, XGC, Orion, Liberty, Majedie and the Board of Directors represents the 79.03% (fully-diluted 78.62%) of shares not in free float.
Antofagasta profits soar 88% on higher copper prices. https://www.ft.com/content/5a05865a-ae3c-33f2-95b5-a41bf0297882
Copper hits its highest level since November 2014 as traders bet on more global growth Futures for September delivery reached a high of $3.0015 per pound, their highest since November 2014. https://www.cnbc.com/2017/08/21/copper-hits-highest-level-since-november-2014.html
Investors bet on copper as electric car race hots up Metal is well placed to benefit from development of battery powered vehicles https://www.ft.com/content/69c7b2de-6b02-11e7-bfeb-33fe0c5b7eaa
https://www.investegate.co.uk/atalaya-mining-plc--atym-/rns/agm-statement/201707130900009591K/
Looking at Atalaya Mining plc (AIM:ATYM)'s fundamentals some investors are wondering if its last closing price of £1.17 represents a good value for money for this high growth stock. https://simplywall.st/news/2017/07/06/is-atalaya-mining-plcs-aimatym-future-growth-already-accounted-for-in-its-july-stock-price/