Member Info for TrickyDicky2

I think I'll give up guessing.

TDT

"The German's are going after Musk's lunch and Supper."

They're going to have toruble doing that. Its not the units Tesla has sold that puts them way out in front but all of the real time data they've collected for the next stage of the disruption. On that front Tesla is 8 to 10 years ahead of the competition and I can't see anybody catching them.

TDT

"The transaction will see the US mining giant buying the remaining 85.1% of common shares of GT Gold it doesn’t already have for C$3.25/share in cash. The figure represents a 38% premium to the 20-day volume-weighted average price of GT Gold’s shares on the Toronto Stock Exchange as of March 9."

".....eye-popping multiples"

38%! Eye popping! Really?

TDT

We should see a decent uplift this morning at the open. £1.14 to £1.17 would be my guess.

TDT

Interesting read.

https://www.rethinkx.com/energy-lcoe-executive-summary

TDT

Negotiated Trade.

TDT

Luke 2

Good article. Andy Home usually has a good take on what's happening out there. I particularly liked his sign off.

"We’re about to find out if they are right because, with Europe now joining China in the EV revolution, demand is only going to go one way."

TDT

skermernator

I have a load of stuff on file on Nautilus and sea bed mining. If you want any of it let me know and I'll put it in Drop Box and post a link here.

TDT

".You are of course right-expectations have been scaled back......"

Mine haven't. On the contrary. Once it becomes clear to the market what is behind Tsingshan's recent announcement I think we will see a very robust rebound, a combined sentiment and fundamentals rebound.

TDT

Deep sea mining is not green and is as old as the hills or at least the intention to deep sea mine is as old as the hills.

https://www.dropbox.com/s/zu80q1v1sbtaveq/mining-system1%20copy.pdf?dl=0

Nautilus Minerals tried deep sea mining in the Pacific many years ago but they went bust after spending hundreds of millions of dollars. Under water thermal vents are mineral rich but retrieving them is technically very difficult.

https://www.dropbox.com/s/vnnj3qcwr43ssuu/nat008_nautilus_ni_43-101_technical_report_2011%20copy.pdf?dl=0

I'm also not sure you can do this sort of thing within wrecking havoc on the marine environment.

TDT

faz7475

"Trolls will be gritting their teeth now .. hahaha"

Chickens, count, hatch.

Hint, its a well known saying.

TDT

Thanks to Curtis12 over on the Horizonte BB.

https://drive.google.com/file/d/1H-DlWqbja_b1UQ_-WjLuTJyqq4CTYmDt/view?usp=drivesdk

Conclusion
"Producing nickel matte from NPI is technically feasible, but a very GHG-intensive route that does not support the ultimate goals of decarbonization. Sulphide sources, regardless of grade, offer much lower carbon footprints and are expected to be preferred by EV companies concerned about ESG impacts."

TDT

I'm not so sure that is the key take away. In the long term I suspect this is what will propel Horizonte up there and make they a star performer/target.

"With its acquisitions of battery metal supply and processing capabilities, China doesn’t just want a robust domestic market, it intends to dominate the world market. They have the opportunity here to end up with a double-win, which is to reduce nickel prices for long enough to put off Western investment in new nickel production so that Western manufacturers will have no choice but to be utterly reliant on Chinese materials and Chinese batteries. China wants to be the “Silicon Valley” or modern Detroit for batteries, electric vehicles and the related supply chain as a whole."

There is real concern out there, America in particular, that China will come to dominate both battery and EV manufactuing worldwide. They already dominate the supply of a whole series of critical metals. With their State backed anti competitive practises Chinese companies have a huge advantage over the competition. America and the EU either wakes up to that or they become compliant markets for Chinese produced EVs.

In the long term Horizonte, as a shovels ready, cost competitive alternative to Chinese hegemony is perfectly positioned. Araguaia first then Vermelho a year or two after.

TDT

Lanstead were one of the options they had at the time. They went for Crede despite having a positive experience with Lanstead and despite the fact that Lanstead were keen to fund a second time. The reason why they didn't go with Lanstead was because of the negative postings of which you were one of the main instigators.

TDT

This is the interesting take-away from this article.

"This makes nickel sulphide development projects like those found in Western Australia and like Giga Metals’ Turnagain project in Canada so attractive, with their straightforward metallurgy and low carbon intensity per tonne nickel produced."

https://www.northernminer.com/commentary/has-china-shattered-battery-nickels-supply-chain-bottleneck/1003828913/

Talking his own book but I'm sure you can see the parallels.

TDT

3noddy

Anthony Milewski the chairman of Nickel 28 Capital Corp. said something similar when he suggested:-

"With its acquisitions of battery metal supply and processing capabilities, China doesn’t just want a robust domestic market, it intends to dominate the world market. They have the opportunity here to end up with a double-win, which is to reduce nickel prices for long enough to put off Western investment in new nickel production so that Western manufacturers will have no choice but to be utterly reliant on Chinese materials and Chinese batteries. China wants to be the “Silicon Valley” or modern Detroit for batteries, electric vehicles and the related supply chain as a whole."

And

"With the increasingly ESG-conscious Western market that would be expected to cause pushback from manufacturers and consumers, but then again, these new matte units are not destined for the rest of the world, even though they impact the global market."

https://www.northernminer.com/commentary/has-china-shattered-battery-nickels-supply-chain-bottleneck/1003828913/

TDT

S44DYK

Don't forget it was CT who, along with others, lobbied against Lanstead, despite the fact that the deal we had with them very much worked in out favour. The negative comments on this BB surrounding Lanstead resulted in the BoD feeling they couldn't go with them again which was instrumental in us ultimately going with Crede.

PIs might move/influence things but then don't always do so for the good.

TDT

Theodoros

No.

TDT

You would have to expect them to highlight the negatives but in reality there's nothing here we didn't already know/suspect plus some.

https://www.businesswire.com/news/home/20210308005184/en/Nickel-28-Comments-on-Tsingshan’s-Nickel-Matte-Plans

TDT

bluebudgie

The EU might have made what they want to to do clear. The one thing they haven't done is clarified how they're going to achieve it. That's the hard part.

TDT