Member Info for jimb2

I'm not sure this is the full picture -cherry-picked this!

updating of the negotiation with the Bank Syndicate in order to fulfill the preceding condition of the PRJ; (f) forecast that, based on the information provided by Recuperanda, creditors will be able to receive their credits in January / 2021, the period necessary to finalize negotiations with the Union of Banks and the organization of payment; (g) schedule for sale of iron ore suspended by decision of Egrégio

We might see Ganfeng news if they have been waiting for Joe Biden to take office, I notice VW invested in a Mexican engine production line upon Trump's defeat:

https://www.carandbike.com/news/volkswagen-to-invest-233-5-million-in-motors-output-in-mexico-2324752
The announcement follows the election defeat of U.S. President Donald Trump. Trump took office in 2017 threatening to punish carmakers who built up capacity in lower-cost Mexico, leading to a marked chill in investment in the United States' southern neighbour.

https://nationalinterest.org/blog/buzz/renew-us-latin-america-partnership-2021-summit-americas-175055

A partial decoupling from China involves extricating supply chains to places in Latin America and the Caribbean that are in closer proximity to the United States. This presents a once-in-a-generation opportunity for Mexico, Central America, and Puerto Rico to replace China as the preferred partner for manufacturing.

LOL better than building a wall - jobs in Mexico!
ideally, I would like to see Ganfeng add solid-state battery production in Mexico to support their previously announced ten year supply MOU with VW that could supply north and south America.

Could be very good for BCN if this is the case!

EyeGuy,

I'm a LTH in KDNC not Amapa - this is the KDNC BB!

here's the January 2021 corporate presentation I'm sure it's still current and not exclusively Amapa.

https://www.cadenceminerals.com/wp-content/uploads/2021/01/Corporate-Presentation-KDNC-JAN-2021-PUBLIC-1.pdf

And perhaps I stand alone saying this is not a done deal but regardless the other assets are still of interest given BCN and EMH have both nearly three bagged since early October, add to that the opportunity that presents itself fo significant gains in the short term.

If Amapa had of been signed then I might have thought twice about posting this but until then I'll continue.

What's the thoughts on how much revenue from the rail restored infrastructure will play out should we get to 49%, will it have LT significance should Ore prices decline?

A very positive read and for LTH's we might be heading towards the final chapter!

https://oilprice.com/Energy/Energy-General/Has-Big-Oil-Turned-Its-Back-On-Alaska.html

Thanks, @Observer842 some big numbers to take in!

Add to that we might see our other holdings deliver much sooner than some might think, articles like this give me confidence the end game for many LTH's is close:

https://oilprice.com/Energy/Energy-General/Has-Big-Oil-Turned-Its-Back-On-Alaska.html

Just this month, a government auction of drilling leases in Alaska turned into an allegory for the state of the entire U.S. oil industry when nearly no one showed up. As one of Donald Trump’s last actions before leaving office,

Tony Seba's predictions of stranded assets in the oil sector are unfolding.

r7632,

US coal is in rapid decline despite Trump's efforts:

https://thehill.com/policy/energy-environment/467921-trump-donors-coal-company-files-for-bankruptcy

Joe Biden although he won't be banning fracking he intends to legislate against electricity generation from burning gas.

A Biden administration would move to achieve its goal of “carbon-free” electricity generation through an even more aggressive version of President Obama’s “Clean Power Plan” regulations. This Clean Power Plan 2.0 would require utilities to idle, then dismantle, their natural gas power plants.

Now here's a great video on Tesla's intentions to step up its energy business under 10 minutes:

https://youtu.be/c9RtNzrj4IM

Great, thanks Legalease!

I would imagine there have been many instances where electronic signatures are being accepted over the last year?

Electronic signatures that comply with the Brazilian Civil Code and MP 2200 are considered to have the same legal effect as a handwritten signature. Additionally, digital signatures backed by ICP-Brasil are granted a legal presumption that the signature belongs to the person who signed and that the content of the electronic document remains unchanged. In contrast, electronic signatures created outside of ICP-Brasil do not carry this legal presumption and the authorship and integrity of the document must be proven.

https://helpx.adobe.com/sign/using/legality-brazil.html

Perhaps Legalease can elaborate?

Joe Biden appoints energy secretary Jennifer Granholm

Just a quick peek for a minute should be enough to see who and why!

https://youtu.be/Jw7zPgztO94?t=249

Iron Ore - what's China doing with all that extra demand?

Perhaps building gigafactories, EV plants, cars, vans, buses, trucks, battery storage units and wind turbines and why not! the same is happening around the world.

SP's across battery metals and clean energy companies - great figures being discussed has anyone added the 'dot-com' factor?

I'm certainly not depending on that but you can't exclude sentiment that will come in the coming months, the press is. giving plenty of coverage and that will gain further momentum.

Thanks for sharing that JustForFun,

I doubt you will be still in the red over coming weeks and by 2025 hopefully reach your exit target, as you will know I've been posting for a good while and share your optimism for the drive towards 2030 climate targets.

There are a few J curves forming across lithium juniors and clean energy tech companies evident from October 2020 onwards!

GL

Joe Biden appoints energy secretary Jennifer Granholm

Just a quick peek for a minute should be enough to see who and why!

https://youtu.be/Jw7zPgztO94?t=249

Joe Biden appoints energy secretary Jennifer Granholm

Just a quick peek for a minute should be enough to see who and why!

https://youtu.be/Jw7zPgztO94?t=249

I still believe ZNWD will not merge with EMH, ZNWD is set to produce lithium fluoride EMH carbonate and hydroxide two different processing plant designs (although can they be adapted) BCN would have done a deal directly with EMH it's not like they are strangers Kiran Morzaria is on the board at EMH and served on the BCN board. If I'm wrong no harm done just a view.

Joe Biden appoints energy secretary Jennifer Granholm

Just a quick peek for a minute should be enough to see who and why!

https://youtu.be/Jw7zPgztO94?t=249

Joe Biden appoints energy secretary Jennifer Granholm

Just a quick peek for a minute should be enough to see who and why!

https://youtu.be/Jw7zPgztO94?t=249

link posted on EMH BB by antelope:

https://financialpost.com/pmn/business-pmn/metals-behind-ev-revolution-to-resume-volatile-rally-again

You know strangely enough this is linked to the mass adoption of EV's and energy disruption, it's always been a case of not if but when - welcome to when!

Have a great birthday Barksy1

No concerns, moving the stockpile ore shouldn't require a great deal of person to person contact, the port employees seem to be responsible with PPE as has been posted here with Facebook images.

Cause17,

just to add further to companies benefitting from energy disruption.

EQT (posted here by Mullins58 late last year)
PHE

Both involved with energy from waste and both have ten bagged plus in the last year - I don't hold either as maxed out with seven holdings at the moment - I do believe one or two on here may have taken a position in EQT:

Now if you look at the charts for these companies you will see the last quarter saw the most movement similar to EMH and BCN.

Nice charts!
EMH
BCN
ITM
CWR
PPS - peaked June

Just reiterating what I've been posting for a number of years along with many other LTH's on what was a vision in disruption, to be honest I was hoping for Amapa to land by mid-2020 and would have taken 25% profit to spread across other investments.

Still, there will be opportunities as Observer842 has alluded to with his absence here to research elsewhere -

Cause17,
One word - Disruption
like I'm getting boring now, but around March last these were my thoughts - I'll revisit in March but so far very good returns and just looking at hydrogen!

jimb2
Posted in: KDNC
Posts: 3,624
Price: 4.525
Strong Buy
Energy disruption 03 Mar 2020 18:19
I wouldn't typically post about other shares but feel this is appropriate as it's part of the bigger picture!

There's seems to be a great deal of interest in companies involved with hydrogen production of late and these three are on my watch list (have a small interest in one) and are all aim listed

ITM
CWR
PPS

There's been some press this week that has stirred interest it seems and together with the recent BP PR really does make me feel the disruption in energy is on the verge of historic change.

https://www.rechargenews.com/transition/bp-and-shell-lead-call-for-100-clean-hydrogen-heating-in-uk/2-1-765729

If anyone is interested you can get the BP newsletter with an email sign up on this link with the recent one being Advancing Energy:

https://www.bp.com/en/global/corporate/newsletter.html

Another version is here but not as detailed:

https://www.bp.com/en/global/corporate/news-and-insights/bp-magazine/advancing-energy-newsletter.html

ITM seems very interesting with their planned hydrogen production using green energy from Orsted who were originally Danish Oil and Gas 'Dong ' I posted on them several times in the past as they divested from fossil fuels to mainly wind and are global leaders.

All part of the new energy mix IMHO Wind, Solar, battery storage and hydrogen that seems the best source for heat with zero carbon when burnt just water.