Member Info for TrickyDicky2

https://cleantechnica.com/2021/07/18/bbc-electric-cars-will-be-biggest-revolution-in-motoring-since-1913/

TDT

A couple of interesting observations in this article.

https://www.livewiremarkets.com/wires/mincor-feeds-growing-investor-hunger-for-green-nickel

TDT

Woodmac:

“Those with a vested interest in metals are already enthusiastic cheerleaders for an intoxicating narrative about the energy transition and the quantum of metal that will be needed to achieve it.”

https://www.mining.com/dawn-of-a-mining-supercycle-are-you-taking-the-fizz/

"But this time, as the saying goes, it’s different. While previous cycles lavished windfalls on the entire natural resource sector, the forces shaping this nascent boom are unlike any other. For the first time hydrocarbons will be bystanders, while those metals critical to the energy transition will take centre stage with a sustained period of extraordinary demand growth."

https://www.woodmac.com/horizons/champagne-supercycle-taking-the-fizz-out-of-the-commodity-boom/?promo_name=horizonsjuly21&promo_creative=roadblock

TDT

You might find this of interest.

TDT

Renault's NCM commitment
At its recent Electropop event, Renault Group committed to using NCM (nickel, cobalt, manganese) cathode chemistries for its battery cells.

NCM cathode chemistries have grown to dominate the battery cell market and will account for a forecast 53% of global battery demand in 2021 according to Benchmark’s Lithium ion Battery Database.

Despite NCM’s growing role in the supply chain, there has been a resurgence in LFP (lithium iron phosphate) cathodes over the past two years as a lower cost —and cobalt and nickel free— alternative.

But as Renault's decision illustrates, NCM will be the predominant cathode chemistry for Western OEMs in the 2020s.

Renault cited several reasons for sticking with NCM, such as its cost-to-performance ratios, its suitability in colder climates, and the favourable economics of recycling NCM materials.

A timely reminder of just how thin the line is between success and failure.https://stockhead.com.au/resources/igo-is-on-the-hunt-for-the-new-nova-which-fraser-range-explorer-holds-the-next-nickel-elephant/?utm_medium=email&utm_campaign=Stockhead%20Morning%20Newsletter-07-15-2021&utm_content=httpsstockheadcomauresourcesigoisonthehuntforthenewnovawhichfraserrangeexplorerholdsthenextnickelelephant&utm_medium=email&utm_campaign=Morning%20ASX%20Small%20Cap%20Wrap%20Friday%20July%2016&utm_content=Morning%20ASX%20Small%20Cap%20Wrap%20Friday%20July%2016+CID_8497a7d43a20040b057b6269e60f1424&utm_source=Campaign%20Monitor&utm_term=IGO%20is%20on%20the%20hunt%20for%20the%20new%20Nova%20Which%20Fraser%20Range%20explorer%20holds%20the%20next%20nickel%20elephantTDT

Worth a read.

https://www.forbes.com/sites/woodmackenzie/2021/07/15/a-supercycle-like-no-other/?sh=7c18b83d25e9

Nothing we don’t already know but interesting to have it all laid out by Wood Mac in Forbes. The wider the audience the better.

TDT

……on a flyer this morning.

TDT

https://www.theguardian.com/business/2021/jul/15/coventry-puts-forward-mission-critical-plan-for-electric-car-battery-plant

We’re in good company MD. By 2025 the competition will be streets ahead.

Global Britain!

TDT

Encouraging.

TDT

BEM seem to be working their way through the Swedish system, why can’t TYM?

TDT

That’s big.

I wonder which way this is going to go today?

TDT

MD

Correct.

From the 1st. June 2020 RNS.

"Amur Minerals Corporation ("Amur" or the "Company"), the nickel-copper sulphide exploration and development company focused on the Kun-Manie project located in the far east of Russia, is pleased to provide results from the evaluation of generating a copper concentrate along with that of a nickel concentrate. This work was completed during Q1 and Q2 2020 by Gipronickel Institute ("Gipronickel", a subsidiary of Norilsk Nickel) has now confirmed that individual copper and nickel sulphide concentrates can be generated using industry standard sulphide flotation methods."

That announcement was made over 13 months ago. That's when they deigned to tell us but I would have thought they'd have known a good few months before then. The addition a copper concentrate would make to the bottom line would have been known well in advance of 01/06/2020 and factoring that in to the TEO should, you would think, be relatively straight forward.

I doubt the delay to the TEO has much to do with adding in the copper concentrate. If anything its likely to be down to the recent goings on with Habib and NRR (and possibly Glencore in the background as well). I think a change of plans has been forced on them.

TDT

A large overseas holder would only need to TR1 every 5% which could be as much as 85m shares. For example, at the last update on 12th. April Canaccord held 9.93% of the shares in issue. In other words a potential 83.8m shares to offload before needing to TR1.

As for the company telling you it's a PI, well they would say that wouldn't they.

TDT

soundbuy

This time round maybe not. The Chinese can only suppress the price for so long before they run out of ammunition.

https://www.nasdaq.com/articles/metals-copper-hits-7-week-low-as-china-to-sell-strategic-stockpiles-2021-06-16

TDT

Blumagnet

This might go some way to explaining why.

https://www.nasdaq.com/articles/metals-copper-hits-7-week-low-as-china-to-sell-strategic-stockpiles-2021-06-16

TDT

"CAAM forecasts the country's NEV sales will hit 2.4mn units in 2021 compared with an earlier prediction of 1.8mn units. This may in turn bolster demand for lithium-ion batteries and metal feedstocks particularly cobalt, lithium, nickel and graphite in the longer term."

https://www.argusmedia.com/en/news/2232751-chinas-june-nev-output-sales-hit-new-highs

TDT

It’s going back up again. Fickle doesn’t quite describe it.

TDT

Hammer11

Fickle nickel. It's back down again.

TDT

"Surely you must have an agenda or you're basically jobless and have nothing else to do other than comment b.s?"

A bit like yourself then Manny04?

TDT

I AmNotSpartacus

Jeremy Martin has 2,028,908 shares and 28,500,000 options. That's incentive enough don't you think?

TDT