Member Info for Mullins58

https://www.mining.com/

https://pv-magazine-usa.com/2021/11/16/the-energy-storage-decade-has-arrived-bnef-says/

Inflation
https://www.bbc.co.uk/news/business-59316544

Worth a read
https://www.mining.com/web/tungsten-suppliers-havent-been-able-to-profit-from-meme-fueled-cube-craze/

obs, hope all is well.
https://www.londonstockexchange.com/news-article/TRR/royalty-portfolio-update-thacker-pass-project/15213145
I have a few TRR

3.30 paid

https://www.mining.com/rise-in-battery-costs-to-keep-lithium-price-rallying-report/

https://www.mining.com/rise-in-battery-costs-to-keep-lithium-price-rallying-report/

Worth a watch
https://www.reddit.com/r/CadenceMinerals/comments/qovwag/the_frightening_economics_of_teslas_4680_cell/?utm_source=share&utm_medium=ios_app&utm_name=iossmf

https://www.mining.com/web/the-united-states-adds-nickel-zinc-to-critical-minerals-list/

https://www.bbc.co.uk/news/world-us-canada-59298981

Adam Davidson, Chief Executive Officer of Trident commented3:

"This latest update from Lithium Americas highlights continued progress at Thacker Pass, with a positive preliminary determination having been issued for the remaining three key State permits. LAC also reiterated the increased scale of the Feasibility Study and its intention to commence construction in the first half of next year. The increase in project scale is significant for Trident's royalty which, at current LCE spot prices and following an expected US$13.2 million partial buy-back payment to Trident, would see the royalty pay +US$11 million per year on the Phase 1 production profile and +US$23 million per year on the Phase 2 production profile; while we note that the original PFS contemplated a 46-year mine life."

https://www.londonstockexchange.com/news-article/TRR/royalty-portfolio-update-thacker-pass-project/15213145

The pricing of CAD$ 2.60 per share applied in the capital raise implies a pre-money valuation of Minto Metals of CAD$ 156.6 million and post money CAD$ 187.1 million. At post-money valuation of Minto Metals, Pembridge's 11.1% share in Minto Metals is valued at CAD$ 20.8 million. This is approximately £11.8 million at current exchange rates, equal to £0.133 per undiluted Pembridge share based on the Company's issued share capital of 88,965,516 shares. If all existing options and the conversion rights of the recently issued convertible loan notes were exercised, the Company would have 122,220,856 issued shares.

Impressive. ATB

https://www.reddit.com/r/CadenceMinerals/comments/qovwag/the_frightening_economics_of_teslas_4680_cell/?utm_source=share&utm_medium=ios_app&utm_name=iossmf

https://www.reddit.com/r/CadenceMinerals/comments/qovwag/the_frightening_economics_of_teslas_4680_cell/?utm_source=share&utm_medium=ios_app&utm_name=iossmf

MBW, RNS you will be the first to know ! ATB

Arthur Millholland, President & CEO, commented:



"As I have indicated previously, our Wyoming assets continue to perform well beyond our initial expectations. Unfortunately, unexpected tight supplies of NGL's in the North American markets impacted our Miscible Flood injection plan in September and October. These tight supplies also caused the price of Butane to reach seasonal historic highs during this period. Fortunately, we have approximately 1,000,000 gallons/month of Butane purchases hedged at $0.91/gallon for 2021, relative to current spot prices of $1.61/gallon. Our Butane hedge for 2022 on similar monthly volumes drops to $0.76/gallon. As we expect the North American NGL market to remain tight through the winter heating season, our hedging program will have a very positive impact on the operating results of the Company for the balance of the year and for 2022."

https://www.londonstockexchange.com/news-article/COPL/q3-2021-results-and-operations-update/15211387