Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
TD2
"For the first time more BEVs were sold in the UK in one month than diesel cars."
Wonder if stocks of diesel vehicles are dwindling and not being replaced?
Perhaps consumers will switch to petrol if they're not yet convinced of full-on BEVs.
Numbers are encouraging though ...especially hybrids.
GL
Hughez87
"What do folks think of Adam Habib no longer listed as President of Amur and all reference to him time their removed??"
Did you notice he still appears on Amur website as Senior Management and President?
...unless it just hasn't been updated recently.
So the race is on to guarantee supply
https://www.etftrends.com/etf-education-channel/the-race-for-copper-the-metal-of-the-future/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+etftrends-feed+%28ETF+Trends%29
With a forecast exceeding $5 it bodes well for Jubilee holders.
And with a strike in Chile to boot.
https://www.reuters.com/article/chile-copper-strike/strike-at-bhps-chile-copper-mine-continues-union-opposes-substitute-workers-idUSL2N2NF17V
What next ?
GLA
Hope you're right SeisNav.
Another piece of news or threein the run up to July numbers would be useful.
GL
similar copper story from Bloomberg
https://www.bnnbloomberg.ca/copper-jumps-to-record-as-growth-bets-supercharge-commodities-1.1600490
...and looks like copper price might continue to rise according to Glasenberg
https://www.miningweekly.com/article/glasenberg-says-15-000-copper-needed-to-drive-new-supply-2021-05-07/rep_id:3650
Tsingshan nickel article
https://think.ing.com/articles/nickel-the-re-marriage-in-class-1-and-class-2-markets
CBS
...should have mentioned Talon are also in British Virgin Islands !
CBS
Apart from that McKinsey post I just found another item which you might find useful.
To me it's more straightforward explanation of the process.
https://talonmetals.com/focussing-only-on-nickel-suitable-for-battery-production-contrast-nickel-sulphides-to-nickel-laterites/
GL
Glad you got your answer from TDT. So much of the battery science is beyond me.
Just scoured some of my bookmarks and maybe this explains more albeit a tad old.
refer page 9.
https://www.mckinsey.com/~/media/McKinsey/Industries/Metals%20and%20Mining/Our%20Insights/The%20future%20of%20nickel%20A%20class%20act/The%20future%20of%20nickel%20A%20class%20act.ashx
GL
Looks like the separation of EV nickel from the rest is finally to be addressed by LME.
https://www.metalbulletin.com/Article/3977365/Latest-news/PRICING-NOTICE-Proposal-to-launch-reference-prices-for-nickel-sulfate-market.html
Looks like website been updated yesterday.
Anyone know how much it's changed from say last month ?
GL
bb2
Wouldn't disagree with your views on todays news.
Also can't help thinking the attendance of Leon at the Masterinvestor event not that long ago might have been connected.
Why attend unless you're looking for investors into something bigger. Perhaps he hit the mark !
Obviously Slater funds have carried out sufficient due dilgence to invest.
Perhaps the other new investor is in the same camp. Needing capital appreciation rather than divis and sit in the 'environmentally friendly' camp. Who knows?
Hopefully we'll all benefit regardless.
GL
Agreed Dizzy
Does that mean they'd be classified as quasi directors then ?
Begs the question why so many banks (especially US) have so many Presidents and Vice Presidents ?
Not sure if that means it's to veil who's actually running the show and to escape culpability?
What say you ?
GL
not sure if this article dated 17 Nov has been posted before.
https://www.lusakatimes.com/2020/11/17/two-british-firms-seals-deal-processing-mineral-materials-from-tailings-dams-in-kitwe/
FYI
Should have mentioned look at Eastern limb !
HG
Good post
Hope this helps the overall picture
https://www.sfa-oxford.com/media/1144/sfa-bushveld-01.pdf
GL
...and in the meantime nickel hitting $7.75 and copper $3.53 !
Not far to that $8 mark.
Good post mikie
...and there's a ready market clamouring for for all Jubilee's products at increasing prices.
With the timely addition of copper coming onstream soon at a time of increasing demand and market deficit I agree with you, who knows where the sp will go ?
Just hope they don't expand too quickly and are able keep the team together.
Looking ahead at least us shareholders can feel more confident than the last few years.
GL
No it's not...apologies.