Member Info for TrickyDicky2

A belated Christmas present is better than no Christmas present.

TDT

Interesting stats.

TDT

"A "conventional" 1% nickel in sulfide ore would be expected to emit less than 15 t CO2e/t Ni, and potentially under 5 t/t Ni depending on the electrical power sources at the mill and smelter, compared to NPI whose emissions are expected to be over 60 t/t Ni, and potentially close to 100 t/t Ni for lower-grade ores."

https://www.spglobal.com/platts/en/market-insights/blogs/metals/123121-nickel-supply-electric-vehicle-demand

“Next year will really be a tale of two nickels, as for high-grade nickel the situation is looking more finely balanced, with less prospect for near-term supply increases, and the likelihood of deficit growing as demand for electric vehicle batteries in particular increases,” said Timothy Harvey, Global Palladium’s head of business development."

https://capital.com/nickel-returns-to-20-000-eyes-on-fundamentals

Amen to that.

TDT

RNS

TDT

"Achieving net-zero carbon emissions by 2050 will require as much as $173 trillion in investments in the energy transition, according to BloombergNEF’s (BNEF) New Energy Outlook 2021 (NEO), the latest edition of its annual long-term scenario analysis on the future of the energy economy."

https://about.bnef.com/blog/getting-on-track-for-net-zero-by-2050-will-require-rapid-scaling-of-investment-in-the-energy-transition-over-the-next-ten-years/

TDT

"The four metals are potential bottlenecks for the energy transition. Inflation-adjusted metal prices would reach peaks similar to historical ones but for an unprecedented sustained period of roughly a decade in the IEA’s net zero emissions scenario. This would imply that real prices of nickel, cobalt and lithium would persistently rise several hundred percent from 2020 levels, while the copper price would increase more than 60%."

https://www.eurasiareview.com/09112021-metals-may-become-the-new-oil-in-net-zero-emissions-scenario-analysis/

TDT

sasa43

Echo all of that :-)

TDT

The "??????????????? ??????" in the previous message is what you get if you cut and paste Russian into this BB. You'll need to look at the table on page 196 of the link TAD posted and translate yourself.

TDT

TAD

Come on mate, this is not the first time you've posted stuff on here in Russian then over-hyped what the actual document was saying. The link you attached to your original e-mail, and thanks by the way for taking the time to do so, merely states what is already known. The table on page 196 that refers to ???-?????* (Kun Manie - Amur Minerals) has an asterisk. The asterisk relates to "??????????????? ??????" which translates to "preliminary data". The preliminary data is the 2024 date in the table which is "????????????" and stands for "exploitation". Amur Minerals has a preliminary date of 2024 to commence exploitation of Kun Manie.

This document is merely an end of year statement outlining known mineral deposits in Russia and their various stages of development together with aspirational targets. It doesn't, as far as I can establish, tell us anything new although I can't quite recall when the "exploitation" date of 2024 was first stated, probably a good 2 to 3 years ago when it seemed credible/achievable.

You just have to consider for one minute all the other "preliminary" dates we've had from Amur in the past to take this "preliminary" "exploitation" target date of 2024 with a huge pinch of salt. Sorry but this is not a Frak99 moment as much as we all might like it to be.

TDT

"A lot will depend on PoG and O'Dea."

Especially the latter.

TDT

Fun and games time ahead.

TDT

“ The Investment Agreement also contains a lock-in and standstill in relation to the Ordinary Shares whereby La Mancha has agreed (subject to certain customary exceptions) not to (i) dispose of any of its Ordinary Shares for a period of 4 months from the date of the Private Placement; and (ii) acquire any interests in Ordinary Shares, for a period of 18 months following the date of the Investment Agreement, which would cause La Mancha’s ownership interest in Horizonte to exceed 25% (on an undiluted basis).”

Folio

You do realise that the link you posted to the article on chips is 2 weeks old now?

TDT

Folio

You do realise that the link you posted to the article on chips is over 7 months old now?

TDt

I nearly dropped one when I saw this headline.

Then I opened the link.

https://seekingalpha.com/article/4476118-amcs-bears-will-have-no-way-home-in-2022?mailingid=26121505&messageid=must_reads&serial=26121505.2472581&utm_campaign=Must%2BRead%2BDecember%2B21%2C%2B2021&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads

TDT

Its all still moving in the right direction.

https://insideevs.com/news/556071/europe-plugin-car-sales-november2021/

If the chip shortage sorts itself out plugs-ins should account for close to 40% of all new cars sold in Europe in 2022.

TDT

You've obviously don't know what you're talking about hence the "speculative" and "gamble" in your post. If you did have some idea of what Tertiary and Cheetham are all about you'd know its a life style company with a string of failures as long as your arm.

There's always ifs and buts with explorers in the same way that you win some you lose some. Along the way you learn who/what to avoid as well as the warning signs you can see in most life style companies. By all means gamble away on this speculative life style company it is, after all, your money to lose.

TDT

PippiLongStockin, it looks like you're still confused. You can base your investing strategy on your favourite word "If" if you like but I don't think "If" is a particularly sound basis for investing, especially with the track recond this lot has. They've been dining out on "If" for years.

To quote George Santayana "Those who cannot learn from history are doomed to repeat it."

TDT

https://www.dropbox.com/s/9zr9i2i5franoq2/Pigs.png?dl=0

TDT

"The world’s largest automakers and battery producers are increasingly making investments further upstream in the battery supply chain, as they look to secure supplies of battery materials in Europe and the US."

https://www.benchmarkminerals.com/membership/gm-steps-up-us-battery-supply-chain-plans-with-posco-cathode-agreement/?mc_cid=e2d7e1efb1&mc_eid=d9a5a4a0be

TDT

".....they now need to build up a bit of trust."

I think that hard fact of the matter is PIs are the least of JM's worries/concerns. We've served our purpose. The only trust he'l be interesting in building is with his IIs.

TDT