Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Interesting stuff! One for the bears! Keep it in the Netherlands, I say, ready for European battery plants! Dam, there aren't any!
https://uk.reuters.com/article/uk-metals-nickel-inventories/flow-of-lme-nickel-to-hidden-storage-dents-bull-story-idUKKCN1MT1RB
Speakers include:
Robin Young, CEO, Amur Minerals
https://www.eventbrite.co.uk/e/mining-for-battery-investing-in-mining-battery-metals-today-to-fuel-ev-tickets-51215873055
Why on earth he's bothering with this is anybody's guess. Tickets only £26.79 so may go along and ask him!
Well at least we know he pitched up for this!
http://minexrussia.com/2018/en/forum-day-1/
Scroll down to 'Session 5' and there he is in all his glory!
https://rdif.ru/Eng_fullNews/3561/
Nothing specific... as usual!
Often when companies talk of 'strategic partners' in this business, they mean 'takeover'. I found this article on Baimskoy which seemed to all happen shortly after the PFS!
https://rusletter.com/articles/kaz_minerals_has_pirated_roman_abramovich_and_his_partners
Extract:
President of investment company Invest AG Alexander Abramov, who manages Baimskoy, Sergey Bratukhin told Kommersant that the works carried out in recent years, including the preparation of the Pre-Feasibility Study in accordance with international standards, allowed Baimskaya out of the "prospective ore manifestation" to be one of the largest copper projects world scale. "The project has repeatedly successfully passed due diligence from potential strategic and financial partners, which confirms its quality and potential," the top manager noted. He recalled that the involvement of the strategic industrial partner "has always been part of the strategy for the development of the project," and KAZ Minerals was chosen "in the competitive process, which also involved Russian and foreign companies." Millhouse Roman Abramovich was added to Kommersant that KAZ Minerals "is capable of bringing the project to the next stage, and it will be good for the development of Chukotka."
https://amurminerals.com/electric-vehicles-batteries-and-more/
Weird... even the person that regularly updated this section of the website (at least every 3-4 days) seems to have dropped off the cliff! I can't believe that RY or any of the BOD did it themselves or approval was needed by them!
Hmm?
(Apologies if it's been pointed out before!)
Looks like Mr Musk has finally cracked it.. maybe?
https://insideevs.com/tesla-model-3-outsold-bmw-passenger-cars/
https://insideevs.com/monthly-plug-in-sales-scorecard/
Definitely 'old' powerpoint/pdf!
The first two listed in slide 'Investment Opportunities (1/3)' have been sold!
The first one for just under $900m to KAZ minerals and the second one to RMK (potentially backed by China's Minmetals) for $300m.
We're the last 'sizeable opportunity' in the list. Come on RY, make it a hat-trick!!!
http://www.imcmontan.ru/eng/files/CN-_-AT-_--Mine-Design-Stages-in-Russia---ENG.pdf
http://www.imcmontan.ru/files/HA_-AT----Resource-and-Reserve-Valuation-Practices-in-CIS-Countries.pdf
Extract from second link:
"The approval procedure at GKZ/TKZ used to be a very lengthy period too, but this has now
been limited to three months but which could be extended up to five months if further documentation
is required."
Don't know if this is before or after the TEO has been compiled!
Bullish indeed!
http://www.mining.com/electric-vehicle-demand-will-double-nickel-price-soon-2022/