Member Info for MajorOak

How many tons of tin do we think they can mine per average year ?

VIS many thanks for sharing. All the best

VIS - had 10 mins read , busy bud.
Couple of things.
1 - That is one hell of a backer , Li-Cycle I have looked at in the last 6 months. Probably the source of the canadian buying . They're gonna make some serious money. Taking this , imho , much smaller chance is a bit out of the blue , which makes me wonder why ? Only thing that comes to mind is the scale up and country level scale up will come from the brines not rock imho. Size of the aquifer which CL are estimating on first drill ? E3 have something like a 12 mile x 10 mile aquifer filled will billions of gallons of brine, strongest the deeper you go. Thats why they have initial 8mt lith carb.
So I possibly niw think 30,000tpa is in scope and possibly 40,000-50,000tpa with Techmet getting involved !

2 - UK lith carb needs for 2030+ 75,000tpa lith carb ?
It will be much more , I expect double.
CL if I guess about expansion to other brine wells could easily get to 40-50,000tpa brines may even supply half the UK requirement. Again these kind of guys do not put money in to small start ups by chance.

Last ..... CL have some testing results out any day don't they ? How strange ...lol

Bubble , slight drop there....more shares going over to TSX for later today ? Can't wait for canada tonight.

Come on itm , blooming heck.

Nel yet another order - in with the Steel factory now which featured on bbc click COP26 special as hydrogen is the future. The deal is with 3 small companies.

VOLVO , SANYO & NIPPON STEEL .... whoop whoop.
Just need the Q4 NIKOLA CORP, EVERFUEL & IBEDROLA actually supply rns to drop and back to year highs no question. 24/7 fully auto electrolyser plant, THE only one of its size in the world.

Come on itm get in the game

NEL HYDROGEN - PORT LOS ANGELES with TENARIS.
https://www.tenaris.com/en/newsroom/news-listing/tenaris-partners-with-nel-hydrogen--09215746620
Where are Tenaris based, where are the hubs they want to create and where is the fuelling station supply coming from for truck refuelling ?
SHIP REFUELLING
HYDROGEN NETWORK

Now join those dots.

NEL HYDROGEN have such big deals of supply with SIGNIFICANT US & CANADIAN customers to be involved in the much larger business of HYDROGEN ELECTROLYSIS TO SUPPLY AND STORE ACROSS THE US IN TOTAL & CANADA !!!!

Please do your own research and join those dots.

HEROYA HYDROGEN FACTORY IS NOW OPEN !!!

Watch what happens now ...

NEL HYDROGEN - NIKOLA hint at Tonnage to be made via US AND CANADIAN new Hydrogen HUB-SSS
https://www.forbes.com/sites/alanohnsman/2021/10/15/with-deal-spree-scandal-tarred-nikola-may-be-getting-back-on-track/?sh=6f9e5f371798

Nel hydrogen refuelling station (H2station™) opened in the Netherlands, at the Shell station in Amsterdam-Westpoort.

I reposted this as todays Everfuel hydrogen fuelling station specialist will release its Q3 results and forward intentions.

NEL HYDROGEN & YARA INTERNATIONAL should be installed ie electrolyser produced by early to mid 2022 fitted by year end.
"We’re excited to formally launch the partnership with Nel and work towards developing green ammonia and low carbon fertilizer. Yara’s mission is to responsibly feed the world and protect the planet. We have already removed about half of our direct GHG emissions in the past few decades, and we’re working towards carbon neutrality by 2050. Producing fertilizer with carbon free hydrogen will be a very important step towards that goal”, says Tove Andersen, EVP Production in Yara.

Initially, a team of Yara experts pondered how they could produce fertilizer using only air, water, sun, wind and rocks. The answer would have to be a sustainable, energy effective and commercially viable solution. Interestingly, the way forward was found by looking back into Yara’s history.

The electrolyzer, nearly a century old technology that was made uncompetitive by the low cost of fossil energy, would be brought back into play. An electrolyzer produces hydrogen from water using electricity and Nel is developing their next generation electrolyzer where the prototype will be tested at Porsgrunn. The capacity of the electrolyzer will be 5 MW corresponding to 1% of the hydrogen production in Porsgrunn. It is expected to be installed in 2022.

“We are very pleased with the partnership with Nel. Our ammonia plant will make the first small step towards carbon free fertilizer production. When further developed, Yara Porsgrunn will be in a unique position also due to the low carbon footprint from our nitric acid plants”, says Jon Sletten, Plant manager in Porsgrunn.

This agreement is part of the project portfolio that BU Decarbonize is working on, alongside the Engie project. The goal is to ensure Yara will be the market shaper for green ammonia and low carbon fertilizer production. "

https://www.yara.com/news-and-media/news/archive/2019/yara-and-nel-carbon-free-hydrogen-for-fertilizer-production/

NEL HYDROGEN - EVERFUEL Hydrogen Fuelling Station & picture of the Toyotas using it ;-)
https://nelhydrogen.com/articles/hydrogen-fueling/copenhagen-gets-a-new-nel-fueling-station/

Sorry for the text grammer. Rushing to get to work

Just look at the 3 month chart, wonderful and including pull backs too which is a nice healthy sign to. 22-25p was my target after adding £25k. Fira , you will be free carry now but you told me I was buying too heavy. This has legs my friend, someone in Canada is buying and that 2m+ short is closing so more buying pressure. I did state my prediction at the time of my buying so this is no over excitement rampy post. I bought , declared my target and aim to hit it sooner than I hoped. Just waiting for CL news.
I know all the prices for tin, copper and lithium are very high if not decade highs BUT i'm saying the first revenue WILL BE LITHIUM royalties and I will keep saying it.

I wish the cornish guys could keep posting about the tin aspect as new / possible investors need as much data posted as many , like me are not necessarily here for the tin & copper. To me they derisk and create a base level for lithium access.

IF CL get bought out early, there could be a big pay day here from the 25% CUSN hold. A major could buy CL & BL out and land grab a safe duristiction and gov support.

Why suggest this ? I know from the largest emh cino ec holder what nearly happened in 2018-19 until the Czech gov blooming realised just what they had given away and cancelled the MoU and stopped the mine progress.

Just saying VW and un- named Asian Co were at the table then ....whole kit and caboodle as the lithium goes over in to Saxony too from Cinovec. That was back in the first lithoum bull run.

The demand is now actually being created in this 2nd lithium bull run. The DEMAND is there !!!

Oh whilst talking about who was originally in for cinovec take off. ALL THE TIN HAD AN OFF TAKE ready to go back in 2018 very specifically !!!

Tin here is a huge asset, but I can see it from the demand side and what 2918/19 negitiations showed me for a specific asset. THEY WERE QUEUING UP to take it out. LITHIUM being the desire even though at the time Tin was twice the price of the lithium, but Lithium was STILL the key the being TAKEN OUT.

Just enjoy being invested and lets hope we get the same senario as emh 2018 but without gov greed to kill the progression and wanting their fair share like in Czech Rep.

Such a shame.

Bubble keep up the good work. You are correct a rise again , starting bang on 8am gmt instant rise.

Hahaha, that hydrogen company just announced a deal with Volvo, Sanyo and Nippon Steel. They already have Statkraft Steel, Yara International worlds largest ammonia ferterlizer producer, Toyota, Shell, Nikola Corp, Hyundai, US Nuclear power, US Navy , UK Navy, own a part of Everfuel who are opening up a hydrogen fuelling network across Europe. They have it all and the only 24/7 fully automated plant in the world. They are prime for M&A with a major. US$6 BILLION order book !!!!

NEL HYDROGEN - Sanyo Special Steel and part of the Nippon Steel Corporation Group. The company has geographical presence in Europe, North America and Asia, and a steel product line that includes niche products and customized solutions. The carbon footprint of Ovako’s steel products is a full 80 percent lower than the global average.

Volvo Group, Hitachi Energy, H2 Green Steel and Nel Hydrogen with the purpose to invest in fossil-free hydrogen in Hofors. An investment that also got the support from the Swedish Energy Agency. We are now very pleased to have reached this important milestone of the project. The electrolyser technology will enable us to eliminate CO2 for heating steel before rolling”, says Rickard Qvarfort, President Business unit Hofors.

NEL HYDROGEN 20MW ORDER.

This one is an IMPORTANT ONE = BULK !!!
I have and will keep drilling it out there that BULK supply to NUCLEAR , STEEL , SHIPPING , LORRIES and AMMONIA PLANTS are THE DEALS NEL Hydrogen will get and that IS where the big money is !

"Nel ASA: Receives purchase order for 20MW alkaline electrolyser from Ovako
(Oslo, 25 November 2021) Nel Hydrogen Electrolyser AS, a division of Nel ASA (Nel, OSE: NEL), has received a purchase order for a 20MW alkaline water electrolyser from Ovako, a leading European manufacturer of engineering steel. The electrolyser will be installed at Ovako’s existing plant in Hofors, Sweden, the first plant in the world to use hydrogen to heat steel prior to rolling and hot forming. The fossil-free hydrogen will replace the use of fossil propane gas currently used in heating furnaces at the site.

"We are very excited to announce the delivery of electrolyser equipment to Ovako, and this groundbreaking project. There is huge potential in reducing CO2-emissions from steel-heating processes through the use of green hydrogen, there are numerous similar sites with equally large potential for decarbonization across Europe and the rest of the world. We look forward to working with Ovako and its partners to further develop fossil-free steel production in all the sites where this will be relevant” says Jon André Løkke, CEO at Nel.

Nel has received a purchase order for a 20MW alkaline electrolyser system from Ovako, a leading European manufacturer of engineering steel. The purchase order has a contract value of approximately EUR 11 million and the equipment is expected to be delivered at the end of 2022, with the first hydrogen production in 2023. The electrolyser will produce oxygen and hydrogen to be used in Ovako’s steel-heating process and is a major step towards zero-carbon emission steel production The conversion to hydrogen will enable Ovako to reduce its CO2 emissions for steel production in Hofors by 50 percent from already low levels"

Weirdly enough my thoughts last night were M&A involved. 3 assets needed globally all layered down.
I have 3 big hydrogen holdings , really is going to challenge lithium battery energy storage and one of them is almost perfect for a Shell, BP Exxon as its a ready made global unit. It simply would make sense.
Still its fun with my holdings remaining out of majors hands. Thing is they will not just sit and watch.
CUSN & CL/BL have major UK assets and that is a fact.

https://ktvz.com/news/education/2021/11/23/osu-cascades-spinout-firm-is-semifinalist-in-4-million-federal-lithium-extraction-contest/

So they deffo think lithium brines are do able.

https://m.youtube.com/watch?v=WmZzhQQbLDE

Hmmm, news any day for E3.