The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Did someone mention Copper?
A neighbour in need
To go electric, America needs more mines. Can it build them?
https://mobile.reuters.com/article/amp/idUSKCN2AT39Z?__twitter_impression=true
Hi all. I'm new to RMM and this BB. Seems to have a good positive vibe on here with some great posts. I have been adding over the last 2 weeks. Now holding 10.75 million at around .34 average(All in my ISA). Will definitely look to add especially on any drops.
Exciting times ahead.
This surely is a good sign for our pozzolan.
One news story to note recently has been Cemex’s decision to recommission a kiln in Mexico to address cement shortages in the southwest US. In early February 2021 the Mexico-based producer said it was spending US$15m to restart a 1Mt/yr kiln at its CPN cement plant in Hermosillo, Sonora. The unit is over 250km from the US border but Cemex said it was making the investment to cope with cement shortages and project delays in California, Arizona and Nevada. At present it supplies over 3Mt/yr to California, Arizona, and Nevada from its integrated plant in Victorville, California and via sea-borne imports. Efficiency improvements at Victorville and other unspecified supply chain changes are also planned.
https://www.globalcement.com/news/item/12024-cement-shortages-in-arizona
Nice one Dubs.
Is this another one of PC's little hints?
I just wonder if CS will be sold to a Cement company and the resources used solely for pozzolan. New Perl and Jackson Wash will then be used solely for Perlite.
I'm sure we have perlite off take deals ready to be signed but the Pozz Ash will take precedence as 500k tons v 100k tons per year is a no brainer
It is estimated that 25 tons of pozzolan can be hauled in each truckload, yielding an estimated total of 80 loaded trucks leaving, and 80 empty trucks entering, the site each day (on a 5-day week) at the 500,000 ton annual volume. Truck counts are directly proportional to shipping volumes, so a 100,000 ton annual forecast, for example, would yield approximately 16 truckloads leaving the site daily, Monday through Friday.
Hi SJ, Looks like CR Minerals are a supplier of Pumice and Pozzolans. Will probably be 1 of the other companies.
https://www.concreteconstruction.net/business/producers/top-10-concrete-producers-in-north-america_o
https://www.thomasnet.com/articles/top-suppliers/cement-companies-suppliers/
Just in time for when we get news lol. Only joking.
Pozzolan Market to attain valuation of US$ 90 Bn by 2027
https://ksusentinel.com/2021/02/11/pozzolan-market-to-attain-valuation-of-us-90-bn-by-2027/
Min, Don't forget about the high quality Pozz Ash (HQNP). We have a huge amount of that. The end of fly ash is upon us.
A list of all USA coal fired power stations, some with closure dates. I suspect many of those dates to be brought forward.
https://en.wikipedia.org/wiki/List_of_coal-fired_power_stations_in_the_United_States
Hey Min, I wasn't having a go at you, quite the opposite really. As for theAviator, He is what he is. Borderline Narcissist. Its a shame really because he could offer so much but folk don't want to read his self proclamations, I certainly don't.
Min, I'm pleased for anyone that is making money, I'm also pleased for you and the TYM holders. Hope it keeps going.
Great potential here as we all know. Just a little more patience required and that definitely includes from a waivering me lol.
Have a good weekend all, roll on Monday ;)
Hi Min, Dont worry about posting articles. Only idiots will mix up research as ramping. Nice article, bit of a shame its so old (2010). Would of been nice to get up to date figures. We all no we have the quantity and we certainly know its quality. The pozz Ash isn't abbreviated as "HQNP" (High Quality Natural Pozzolan) for no reason. It's as good as anything that's out there. Research not ramping! Fact!!
Roll on Next week and news