Member Info for MajorOak

Shell in the US are using NEL along with Toyota in Cali. All proving up concept and when NIKOLA announce just how many electrolysers they want this year , the US market will begin to gain back some ground lost to Japan and S Korea.

Just sit back and let the magic happen. PS NEL has NOK1.9Billion in cash and an order book of NOK6 Billion, at the moment but I guess thats going to hit the 10 Billion mark pretty soon.

Anyone got any view roughly what the maiden resource could amount too ?

I predicted back in 2018 that EMH's DFS would show Indicated Resource of 10-11mt LCE from Cinovec. I think they are currently around the 7-8mt , so they still have to announce another improved 2-3 mt lce imho. I used old Russian logs and historical documents amongst other things, no brainer. Cinovec IS 100% viable. Carbon footprint - eeek. Then the Russians wanting it....nargh not for me in the end bought 8p sold 85 down to 65p and kept a small holding just as payment for the year it took out of my life.

Here with the brines its way more difficult and I know about the kind of mica we have so it will not take too much to come to a rough estimate, probably wider margins in my estimates due to the lack of historic data although there is some to go at.

Interest to see what the proven posters say or any estimates. Just a bit of fun too, no comeback from me. Always do my own stuff anyway as all investors should do.

Anyone ....

Bit different

I'm with you on that. Why not raise at a higher price and reduce the dilution for CAPEX on both projects?
We have our shares and hopefully options to buy more when they list, so even if I get nothing other than part of Cornish Lithium via CUSN holdings then we will all do well.
As I have said, I personally think the lithium brines will generate first income streams. My view and reasons why I think this I will post here shortly , a video I came across. There is - again imho - only one way the project goes and funding for the tin & copper may well be much reduced by the profits from the brine operations from Cornish Lithium. Not bothered too much with the mica low grade rock, its the brines that will be king maker here.

Before everyone shoots me down, it is kind of like the point you made about why CL are not listing too quickly if the share price can rise ( CUSN get some revenue to support funding the mining of tin & copper ) the whole operation is seeded from the progress CL make ? Only my view and gut feeling.

Pretty excited tbh.

Traders, media, investors making a quick buck look only at daily/weekly snippets. The deals done in summer 2020 or 2019 but are about to be supplied due to the NEW Heroya fully automated factory get forgotten.
I am here on my own most days so just try and keep those that do look in up to date , remembering even when it is quiet that there are multi million dollar contracts being put together when all is calm around.

So sorry to the regulars but by posting it comes up in google searches and then maybe they drop in here and see the actual business that has been drawn up and is imminent.

I had the faith from NK12 and up to NK35. ALL the way back down and ALL the way back up again.

This time though NEL have a US Factory physically making and supplying PEM Electrolysers & the mighty , worldclass nothing like it in the world - Heroya Alkaline Eletrolyser factory NOW shipping out to supply contracts since Mid September.

Enjoy the fact NEL are world class and buy the silly dips this is going to my previous target price ( look back at Dec 2020-Jan 2021 ) NK 45-50.00 end of year target.

Yep I will stick to that. Why ? NIKOLA CORP press , EVERFUEL supply PR & IBERDROLA pure size of demand US$800 MILLION ammonia deal.

That is just the start !

Please fo your own research, this is most definately not financial advice AND DO NOT TRUST ME AS I KNOW NOTHING just one little investor guessing what may happen. Go look and you will find the truth. Its going big.

NEL HYDROGEN 800 MW facility in Spain due to open in 2021 so VERY SOON !!!
"Last year, Nel Hydrogen Electrolyser, a division of Norwegian hydrogen specialist Nel ASA (OSE:NEL), was selected as the preferred electrolyser supplier for the Puertollano project.

The hydrogen plant is due to start operation in 2021.

After first striking the agreement for their maiden hydrogen project, Iberdrola and Fertiberia committed to expanding the electrolysis capacity at Fertiberia’s plants to 800 MW by 2027. The roll-out will happen in four phases and will include again the Puertollano facility and spread to another Fertiberia site in Palos de la Frontera, southwest Spain.

https://renewablesnow.com/news/iberdrola-awards-contracts-for-green-hydrogen-project-in-spain-744189/

MASSIVE STRONG BUY with NIKOLA CORP & EVERFUEL also starting from NOW !

Nikola Motor Company is a start up company that is headquartered in Phoenix Arizona. We currently have about 170 employees. We have developed 3 alpha (prototype) class 8 heavy duty trucks so far. We are currently developing a beta version of our battery electric vehicle (BEV class 8 heavy duty truck) and also a beta version of our hydrogen fuel cell class 8 heavy duty truck. We’re planning to build 25 test vehicles in 2022 and start full production of both trucks in the USA and in Europe in 2023. In addition to building zero emission heavy duty trucks we are also building hydrogen fueling stations to support these vehicles and our customers. Each of our fueling stations will have on-site hydrogen production using electrolysis. The capacity of each station will be at least 8 tons of hydrogen per day and we plan to build about 700 stations in the USA and in Europe by 2025. To start, we will build 10 to 12 stations in California. Each station will use about 20 megawatts per hour.

NEL HYDROGEN - Nikola Motor Company is a start up company that is headquartered in Phoenix Arizona. We currently have about 170 employees. We have developed 3 alpha (prototype) class 8 heavy duty trucks so far. We are currently developing a beta version of our battery electric vehicle (BEV class 8 heavy duty truck) and also a beta version of our hydrogen fuel cell class 8 heavy duty truck. We’re planning to build 25 test vehicles in 2022 and start full production of both trucks in the USA and in Europe in 2023. In addition to building zero emission heavy duty trucks we are also building hydrogen fueling stations to support these vehicles and our customers. Each of our fueling stations will have on-site hydrogen production using electrolysis. The capacity of each station will be at least 8 tons of hydrogen per day and we plan to build about 700 stations in the USA and in Europe by 2025. To start, we will build 10 to 12 stations in California. Each station will use about 20 megawatts per hour.

NEL HYDROGEN "PRODUCED" the first electrode batch from our new, fully-automated production facility at Herøya and we are ready to start producing the orders to Nikola and Everfuel in the fourth quarter"

NEL HYDROGEN to supply IVECO and Nikola inaugurate joint-venture manufacturing facility for electric heavy-duty trucks in Ulm, Germany.
Press release out from Nikola just
https://nelhydrogen.com/event/24597/

NEL HYDROGEN in Orlando next week .... Trade fair BUT the twitter suggestion is to ask about hydrogen fuelling ???? Ya what ? Steve Syzmanski is VP for sales and marketing. Question a GREAT RISE today ?
Nikola Corp Tre hydrogen trucks in the news today all over the place !

Just a hunch - news next week about the 700 refuelling stations NIKOLA CORP need BEFORE all these trucks can hit the road @$2m per station ? Do the maths on that ONE CONTRACT ....
https://nelhydrogen.com/event/24597/

NEL HYDROGEN REFULLING - NIKOLA CORP news out today from Q3 results and clues to when and how many electrolysers they will want from NEL HYDROGEN FUELLING Stations.
In total 700 FUEL STATIONS across Europe and AMERICA. News on this any day.

"Completion of our Joint Venture Manufacturing Facility on IVECO's Industrial Complex in Ulm, Germany

"On September 15, 2021, Nikola and IVECO officially inaugurated the Ulm Joint Venture Manufacturing Facility. We are currently building 10 pre-series Nikola Tre BEVs in Ulm, Germany"

Hi tyson

It will open a few eyes I think. Stay tooned here or our other brine link.

Splended.

...and will it ;-))) be next year that Cornish Lithium list ? Got to be better than 60/40 chance of us CUSN holders getting our cheap Lithium shares and royalties in the future. Build very nicely.

No they will support but no need to own

UK LITHIUM NEWS.

"We will soon publish our maiden resource statement for our Trelavour Hard Rock Project and we remain on track to commission the Direct Lithium Extraction Pilot Plant at our Geothermal Waters Test Facility at United Downs."

20-25p coming over there imho.

CORNISH LITHIUM JOINS THE UK’S CRITICAL MINERALS EXPERT COMMITTEE

Cornish Lithium Ltd. (the “Company”), the innovative mineral exploration and development company based in Cornwall, UK, is pleased to announce representation on the UK’s Critical Minerals Expert Committee (the “Committee”). Jeremy Wrathall, Founder and CEO, will be joining the Committee together with a select number of industry and academic experts appointed to the Committee.

UK LITHIUM NEWS.

"We will soon publish our maiden resource statement for our Trelavour Hard Rock Project and we remain on track to commission the Direct Lithium Extraction Pilot Plant at our Geothermal Waters Test Facility at United Downs."

VIS thank you for posting. I am out today and literally just picking up a quick caffiene boost. Cold out today , warm in my heart knowing that resource statement is imminent.

CORNISH LITHIUM news.
"We will soon publish our maiden resource statement for our Trelavour Hard Rock Project and we remain on track to commission the Direct Lithium Extraction Pilot Plant at our Geothermal Waters Test Facility at United Downs."

Loving the fact he again indicated " MAIDEN Resource " soon. Our sp should perk up pretty nicely on this !

Cornishknocker & Valuation it is, thank you for your views. As you know I am much more the lithium bug here and have partial experiences of more main seam , large vein mining than these more complicated lodes that do need that extra drilling to gain a resonable picture. Tbh I find it difficult to hold here and have put £25,000 where my mouth is, but it is based on under all the solid metals are. If it were just an investment in copper & tin £5,000 for me and reassess as more drilling gets done. Bit like oil, some think because a well 1/2 a mile away hit pay the next drill being so close will do the same. Unfortunately it doesnt work like that.
This sounds like I shouldnt be invested but my money is on DLE Geothermal Lithium and the rewards that I am 99% sure on coming good and yes it does sound daft to say that but being in Cinovec from 2018 and really digging deep on saxony cornwall and S Ireland me expectations for a good outcome are plain and clear.
I initially talked a lot on here about lithium but got the impression you guys are rightfully more intersted in tin and copper. That is fair so I am keeping as quiet now as possible so not to annoy anyone.

Good luck to us all and with a chunk more of drilling and testing tin, copper and a bit of silver may do us all good.

I put strong buy and you will know why from above.

Great points from the guru's of Cornwall.

Rooky , VIS and Cornishknocker are the guys.

I'd suggest compating the last 3-4 drill results to give a basic guide.
You want width x length of findings to be as big as possible BUT with a viable grade, not necessarily the highest grade but low end consistent grade would do. Example copper grade 1.50 for approx 28m.
Copper is a good price at the moment and the grade is viable. I am sure they would be looking to extend this if possible, but the "lodes" are well known to fade in short distances which is why the volcanics or the area are making for a tough model creation.
I am not a copper, tin or any other metals guy , I am here for the access to lithium brines and ok if the mica rock shows its face then I'll take it but there are many more well informed guys who can help you out. Interesting day ahead.

Oh , Cornish Lithium are due to release their latest extraction test results very soon so hang in there.