Member Info for jimb2

@observer842,

BYD in Africa and Ford securing spodumene to me indicates they have serious supply concerns, that deal signed Thursday says it all.

Worth reading the full article

https://www.resourcesrisingstars.com.au/news-article/liontown-resources-gives-green-light-kathleen-valley-after-striking-debt-deal-ford

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adding myself when possible:

Yangibana and Sonora both due to be in production 2024, six months for HAS deal completion Friday 23rd December!

Hastings also owns and operates the Brockman project, Australia’s largest heavy rare earths deposit, near Halls
Creek in the Kimberley.

https://www.resourcesrisingstars.com.au/news-article/liontown-resources-gives-green-light-kathleen-valley-after-striking-debt-deal-ford

Ford’s vice-president of EV industrialisation, Lisa Drake, said the automaker continued to push more deeply into the battery supply chain to meet its goal of delivering more than two million EVs annually for customers by 2026.
“This is one of several agreements we’re working on to help us secure raw materials to support our plan to deliver EVs for customers around the world and meet our environmental, social and governance commitments,” she said.

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everyday news.

one to keep an eye on,

https://www.asianmetal.com/news/1826652/Ganfeng-Lithium-and-SVOLT-Energy-sign-strategic-cooperation-framework-agreement/1

SVOLT huge expansion plans, another LFP blade battery, I don't suppose they might be considering Mexico?

Well, @observer842,

I do remember the delight of 32p and the buys at under 5p, almost as well as the last buy.

30-Jun-22 16:25:49 10.325 25,317 Buy

GLA

@EV_Bull,

recall,

https://www.reuters.com/article/us-mexico-mining-lithium-exclusive-idUSKCN2E52FN

“Bacanora is really a very good deposit,” she said, adding that the service she runs has seen another ore sample from the same project that held some 16,000 ppm of lithium - a previously undisclosed number.

The big moves are beginning,

https://cleantechnica.com/2022/06/29/electric-car-sales-global-top-20/

Gotion is making some big investments in battery production and mining, one to keep an eye on.

A_L.O is being left behind

https://www.bloomberg.com/press-releases/2022-06-28/argentine-president-fernandez-meets-with-gotion-high-tech-l4xsngam

Gotion in Europe:

https://www.benchmarkminerals.com/membership/gotion-targets-100-gwh-overseas-expansion-as-it-launches-german-battery-pack-plant/

GL

MJFMSG,

if you need £20K at the moment and believe this will go lower that's an easy answer, if this does turn good and you recover your paper losses I'll look forward to a director's breakfast - I'll be honest about the way things are unfolding I do believe your 400K is recoverable within the next year or maybe two.

£2 a share, not unrealistic,

yes, I agree @Barksy1,

that was a close one for me dropped my holdings down to 33% there (not 20% as I thought) but back up to 80% early today sub 30% rise, been following for many years despite all the disappointments, I thought I had a couple of days in hand for an end of June RNS and missed the update to the website content!

Thanks for the nudge @observer842 certainly appreciate that, we've shared many posts on that BB over the years, and also I'm aware that @Barksy1 has had an interest there so I hope you made good today.

Still, if it continues to climb I will take some profit and top up here or EMH, or both, KDNC is still my main holding.

GL

G7 today

http://www.g7.utoronto.ca/summit/2022elmau/220627-climate-neutrality.html

Leaders agreed to explore options for decarbonising the energy mix and accelerating the transition from dependency on fossil fuels, as well as for rapidly expanding clean and renewable energy sources and energy efficiency. This includes phasing down coal while increasing the share of renewable energies in the energy mix. Leaders agreed that phasing down unabated coal and scaling up clean and renewable energies needs to be environmentally and socially just, acknowledging contributions by approaches such as circular economy. They are committed to working together to jointly address potential negative impacts and facilitate the creation of new decent green jobs in clean and renewable energy and ecologically relevant sectors in general including through collaboration in research and development, innovation as well as capacity building. Recalling international commitments on climate finance, Leaders will use synergies with partnerships for global infrastructure and investment and country platforms for improving, creating and mobilising infrastructure investments for clean and sustainable energy production and energy efficiency, including through large scale mobilisation of private capital.

http://www.g7.utoronto.ca/summit/2022elmau/220627-climate-neutrality.html

Leaders agreed to explore options for decarbonising the energy mix and accelerating the transition from dependency on fossil fuels, as well as for rapidly expanding clean and renewable energy sources and energy efficiency. This includes phasing down coal while increasing the share of renewable energies in the energy mix. Leaders agreed that phasing down unabated coal and scaling up clean and renewable energies needs to be environmentally and socially just, acknowledging contributions by approaches such as circular economy. They are committed to working together to jointly address potential negative impacts and facilitate the creation of new decent green jobs in clean and renewable energy and ecologically relevant sectors in general including through collaboration in research and development, innovation as well as capacity building. Recalling international commitments on climate finance, Leaders will use synergies with partnerships for global infrastructure and investment and country platforms for improving, creating and mobilising infrastructure investments for clean and sustainable energy production and energy efficiency, including through large scale mobilisation of private capital.

As well as fuel and cost savings, Volvo collaborating with us for its marine engines thanks to scalability. The unit can be modified based on the heat source or the environment to produce a higher rate of power. They’re currently working on mid-range yachts but our solution can be modified to fit any size vessel and specification. The D13 engine we are working on is similar to the engines used by trucks in Volvo’s automotive division. Therefore there is a strong possibility we will apply this technology to the truck division after success in the marine sector.

Intriguing!

looking better with more being added:

https://www.inspirit-energy.com/industries/

In a commercial refrigeration unit, up to 28% of fuel is used to generate the electricity required to keep it operating, so the potential to cut the cost of fuel is significant with WHR technology. The engine doesn’t work any harder because the heat it emits is turned into the electrical power source that can then power the electrical generators to cool the products in the refrigeration unit.

A Spanish waste plant currently has a system to collect waste heat from its three engines but it is only around 28% efficient and therefore not cost-effective enough to generate extra electricity. Our technology is 92% efficient, allowing the company to maximise effectiveness of the whole system and start regaining costs.

Maybe more news to follow?

Good news @observer842,

that looks to be the helix accelerator inner core on the test bench, looks like they wanted to show the design and finished product on the website.

I would imagine they will have interest now from development partners or___________?

Thanks, @observer842,

the next few days just might spring a surprise,

GL

Sure @Zoom56,

same thoughts, pushed above my 100% max - at 13.2p and above recently, if it wasn't for the advances in EV battery tech and the inevitable end of ICE I might be as pessimistic as others but what I'm seeing leads me to the same conclusion as you.

A_L.O has got it so wrong Bolivia will use private investment, they were to announce on 15th June from around six interested parties but have delayed so until December, Argentina and Chile already are.

GL

@observer842,

yes, just a handful now about 20% of the previous max,

HAS - slide 18 should be interesting to some!

70% of production contracted for ten years - and another European T1 Automotive Component Supplier MOU signed still quantity and tenor under negotiation.

https://www.investi.com.au/api/announcements/has/bb2da2ab-afa.pdf

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I do believe we would have clinched a deal with Ganfeng by now had A_L.O not thrown a spanner in the works, still, we shouldn't forget the value in these will become evident soon, I can honestly say everyone I speak to in the market for a new car is considering EV's and most are committed, others have done so.

let's not forget the few on here who posted years ago that both HAS and Ganfeng would increase their planned production before the projects begin - odds on that HAS will follow but by how much?

https://www.idtechex.com/en/research-article/rare-earths-in-evs-problems-solutions-and-what-is-actually-happening/25071

You won't see me mentioning disruption three years from now, that'll be old news.

Well, battery tech is developing so fast could we be on the J curve vertical very soon?

CATL mass production 1000Km range and 80% charge in ten minutes and mass production starts next year.

https://insideevs.com/news/594134/catl-qilin-new-high-energy-density-battery/

They are not alone, there are a few batteries coming with 1000km range - 620 miles!

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Disruption, the end of ICE could be before 2030!

More lithium more REMS.

80% charge in ten minutes is 500 mile - now take a long dose of Tony Seba if you don't get what that means and these technologies are built around lithium.

Good to see @observer842 posting, not forgetting all the research and fine detail on the JV areas he has posted and why we might see an offer years before the mining plans may have suggested - tick_

and the comments from HAS:

We are pleased to acquire the remaining joint venture working interest in the Yangibana rare earth project to take Hastings’s interest in the project to 100%. The acquisition provides Hastings an immediate increase in Ore Reserves and life of mine by up to one year. Furthermore, it allows Hastings to perform mine project planning without the need to consider complex tenement boundary arrangements, consultation and potential issues with ore blending a JV material into the beneficiation plant. Further benefits will be unlocked in future drilling programs aimed to extend the resource base in the areas that have been only lightly explored to date.

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I'm sure HAS will increase offtakes and considering they expected to supply 6% to 8% of global demand prior to the Ukraine war,

From early February:

The Federal Government’s commitment to Yangibana comes at a significant inflexion point for the global rare earths sector amid a drive by rare earths magnet-end users to secure responsible and reliable sources of supply.

The increased demand from electrification of transport through EVs and the decarbonisation of the energy sector through wind turbines has created pressure for new supply sources to be brought online rapidly. The mixed rare earths carbonate (“MREC”) produced by the Yangibana Project will meet approximately 6-8% of global demand for the critical minerals of neodymium and praseodymium used in the manufacture of permanent magnets.

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The world has changed, and fossil fuel reliance is a major topic!

Energy disruption!

What a gem @Bannor,

The lth's have always seen the value in HAS and now sooner than some may have anticipated, HAS are hot!

£5m holding in HAS --OMG!

Don't underestimate the importance of HAS in the transition from fossil fuels.

Great research by the few who anticipated the outcome - Ganfeng next?

Strong message from Joe Biden,

just a couple of minutes from starting point:

https://youtu.be/lCqXMbpG2ys?t=630