Member Info for Hazbeen

Forgot to add the nice buy volume building at these levels , further supporting these levels

Price finding support above 50MA now .
MACD is in postirive territory albeit flatlining confirming consolidation taking place
Between 8-9p.
I do believe we will have a sharp move next which maybe on with or without news

Plenty on this but managed to find the constituents and it is NCA
Nickel Cobalt aluminum

https://m.futurecar.com/4953/Panasonic-Unveils-a-Large-Prototype-Battery-Thats-Designed-to-Help-Tesla-Lower-EV-Production-Costs

Tesla's battery supplier Panasonic unveiled a new large prototype battery on Monday that's designed to help the electric automaker lower production costs, Automotive News reported. Panasonic Energy President, Kazuo Tadanobu, unveiled the new battery for the first time at a media roundtable.

Panasonic says the new nickel-cobalt-aluminum (NCA) "4860" cell format, which represents the battery's dimensions of 46 mm wide and 80 mm tall, will store more energy, reduce battery costs by up to 50% and drive a 100-fold increase in battery production by 2030.

The advanced prototype battery has five times the storage capacity of Panasonic's 18650 cells (18mm wide and 65 mm tall), which are currently used in the Model S. Tadanobu says the new battery will help deepen business ties with U.S. electric-car maker Tesla.

"We have developed this because of the strong desire of the other party, and we think this can only lead to stronger ties," Tadanobu said.

Panasonic introduced the improved 2170 lithium-ion cells for the Model 3, which went into production in the summer of 2017. The 2170 cells pack are more energy dense and can accept higher charging rates than the 18650 cells.

Panasonic has been Tesla's U.S. battery partner since the Model S was introduced in 2012. The cylindrical cell batteries used in its vehicles are produced at Tesla's factory in Nevada. Panasonic has already established a test line in Japan to make the "4680" battery format, but Tadanobu did not say when it would begin full-scale production of the larger batteries, according to Automotive News.

Tadanobu also said that Panasonic has no plans to make less expensive Lithium Iron Phosphate (LFP) EV batteries that Tesla is looking to use for its vehicles produced in China. LFP batteries are safer than nickel-based batteries, but have less energy density and need to be recharged more frequently.

Good results indeed
Debt route to fulfill capex requirements for potential larger contracts
Next year onwards should be a very good year

Researchers at Australia's Curtin University have identified an electrocatalyst that, with added nickel and cobalt, makes green hydrogen from water in a cheaper and more efficient way compared to traditional methods. Green hydrogen is a zero-carbon fuel made by electrolysis

We need to differentiate green hydrogen from blue hydrogen here

Blue version actually is more CO2 intensive because it releases more methane from the gas . It is not a clean fuel unlike green hydrogen

Bullish article

https://www.livewiremarkets.com/wires/soaring-ev-demand-suggests-nickel-poised-to-play-catch-up-to-lithium

Thanks Stokey,

Just wary, on the back of bidding or winning contracts, Co may need a cash raising needed for working capital to fulfill them.
A debt route would be more welcome

Guys , new here. Just have a small holding yet.

What is the cash situation here. For all this potential work in the pipeline ,does the Co have the cash resources to take it all on?

agree TDT,
runaway of metals could eventually cause boom or bust?, maybe not, but certainly a market correction

inflationary pressures and higher interest rates are here

Lawrence,
You are an intelligent chap i can see that in some of your posts.
But you have this split personality - which lets say, has an intellect of a much younger age group :-)

ok got it now.
Stopped bidding for new contracts over the last 2 years.
So paddy you are right, i expect bidding to re-open next year maybe?
Might explain able to bid for $46b by end of next year

hmmm,
so where did FT get that info from?
or has the writer got it wrong?

So much abuse, can only laugh
I have no agenda, was considering buying in at some point, but will wait a little longer
It is all part of the research

I would like to know about this, can not find info on this
when the 2 year wait to bid for middle east contracts can begin...is it end of next year?

Mary,
May well be re-iterating already known news
borrowing will total $904m
money raised to pursue and bid for $46b contracts next year

not sure when the 2 year wait to bid for middle east contracts can begin...is it end of next year?

i am the only the messenger so do not shoot me, might be behind a paywall

https://www.ft.com/content/6f7e7b1b-a9fd-489c-8b2f-84cd42236421?desktop=true&segmentId=7c8f09b9-9b61-4fbb-9430-9208a9e233c8#myft:notification:daily-email:content

Not good reading . Unable to bid for lucrative contracts in middle east for 2 years
After fund reading another £500m bridging loan is also be taken , &180m revolving credit faculty
All this ahead of a bond issue too .
Shares will be held back for sometime

This is true SB, but I should have said junior AIM mining Cos

Any thoughts if this could happen anytime soon ?
It would take all the known stigma from AIM away and give it a deserved
Higher valuation

TCX
Unlikely . Any bidder will go and carry out their own DD
Not use someone’s else’s who withdraw from making a potential offer .

Just seen RNS on this as on my monitor
Due diligence completed . Do what was the conclusion of this , positive or negative?
Will there be a bid or not . If so at what price ?
We are not wiser or nearer to knowing