Member Info for TrickyDicky2

MD

It made me wonder, if I posted that article, how long it would take for somebody to bite.

TDT

It makes you wonder.

https://www.mining.com/featured-article/ranked-worlds-top-10-nickel-projects/?utm_source=Battery_Metals_Digest&utm_medium=email&utm_campaign=MNG-DIGESTS&utm_content=ranked-worlds-top-10-nickel-projects

TDT

Saxondale

".....are these all in one zone do we know or just peppered all over ?"

The drill hole numbers suggest one zone. Somebody correct me if I've got this wrong but hole spacing underground for this type of deposit is usually no more than 5m.

TDT

Jaytem

You're still investing at 89 years old? Good on you.

TDT

"Faz if your engaging with a bitter ex-holder and now resident deramper best to filter. "

That one is from the Idiots Guide to Ramping.

TDT

This bit is interesting.

"Amid tougher emissions rules and fines for violating them, sales of EVs -- both battery-electric and plug-in hybrid models -- in Europe more than doubled last year to about 1.3 million units, topping China for the first time. That could reach 1.9 million this year as VW, Stellantis NV and BMW AG map out plans for new models and higher output, and Ford Motor Co. and Volvo Cars commit to going almost all-electric."

If the first three months of 2021 are anything to go by 1.9m EVs for 2021 would be a hugh disappointment.

TDT

"Sefcovic estimated the planned investments just for 2019 to be about 60 billion euros ($71 billion), triple that being spent in China. Those eye-watering totals cover the entire supply chain, from materials and cells to assembly and recycling."

https://www.bloomberg.com/news/articles/2021-04-04/the-next-electric-car-battery-champion-could-be-european

Where will they source the raw materials from, that's the question. It's all very well building plants to produce batteries but you need the supply chains for the raw materials as well.

Step up Horizonte Minerals.

TDT

March got off to a flying start in Sweden as well. 17,543 EVs for the month or 37.0% of all vehicle sales. The March figure more than doubles the total for the first quarter of 2021.

Europe looks like its on for 200k+ EVs for the month of March.

TDT

No mention of Storuman. Have they jettisoned fluorspar altogether then?

TDT

"Top 14 UBS battery metals forecasts after VW teardown.....EV adoption rate is upped from 17% to 20% by 2025 and from 40% to 50% in 2030 going from just over 3m vehicles last year to 46m. Average battery size is forecast to increase from 47kWh to 94kWh in 2030 as full electric cars take over from hybrids and range requirements increase. “Cost parity of BEV’s with ICE equivalents is now in sight”: Battery pack costs to ~$70/kWh by 2025 is achievable on cheaper cells and better pack integration."

https://seekingalpha.com/article/4417326-ev-company-news-for-month-of-march-2021?mail_subject=matt-bohlsen-ev-company-news-for-the-month-of-march-2021&utm_campaign=rta-author-article&utm_content=link-1&utm_medium=email&utm_source=seeking_alpha

TDT

Most articles on this topic have a stand out comment and the below, for me, is the stand out comment from the Telegraph article.

“It takes seven years to build a lithium mine and 24 months to build a battery plant; they live in different time zones,” says BMI’s Stephen Moores.

https://www.telegraph.co.uk/business/2021/04/02/race-heavy-metal-puts-electric-car-revolution-risk2/

It might only take 3 years to build Araguaia but Vermelho will take a bit longer than that. In other words no matter what is done now there is a looming and unavoidable materials (nickel) shortage on the horizon.

TDT

henners007

That’s was worth reading. Thanks for posting.

TDT

March got off to a flying start with France reporting 29,455 EVs for the month or 16.1% of all vehicle sales. The March figure almost doubles the total for the first quarter of 2021. If the rest of Europe reports similar figures we could see over 1.1m EV sales for the first quarter of 2021. That would be more than the totals for H1 2019 and 2020.

TDT

It’s carrots all round then :-)

TDT

"The Company will continue to place a high priority on developing the Main Ramp to enhance mine flexibility and to accelerate access to the high grade 8 Zone."

That's the carrot. Every RNS reporting under performance/achievement has one.

TDT

Look at it another way, they haven't nailed down finance or an off take agreement which, theoretically, still leaves the door open to a take over.

TDT

JoeBass

Correct. It should read.

""The Company has close ongoing relationships with some of its private shareholders."

TDT

Nice on CBS. Fortune favours the brave.

TDT

"I wouldn't be at all surprised if he worked for AMC to be honest."

Now we really are getting silly. Noloss doesn't work for Amur, he simply has a view that's different to your own. He is allowed to be positive you know even if you can't see the reasons why he should be.

TDT

"Yes, I mentioned TDT link and that's gone....."

The post is still there.

https://www.dropbox.com/s/2kvr0ud9b35y72v/screenshot%202021-03-31%20at%2014.45.48.png?dl=0

The problem is with the LSE site. Nothing is being censored various threads simply disappear for a few hours before being restored. Check back in a few hours.

TDT