The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
gearing up for the EV big time starting 2018...... https://t.co/DRDkS1jrF3
and a hole lot more.... http://www.visualcapitalist.com/extraordinary-raw-materials-in-a-tesla-model-s/
Allan....interesting article and graphs on presentation....Tesla see hockey stick growth in EV's.....means other car manufacturers will need to come to market as quickly or suffer consequences....!
Interesting post by Groucho on BCN board....possible insolvency.....maybe a cheap asset (remaining 50% of Zinnwald) will become available....
about to go on a breakout possibly.....?? http://etfdailynews.com/2017/03/22/lithium-etf-begins-to-break-out-again/ P.s sadly the REM board seems to be fast becoming the couts troll board once again with his helpers & disrupting the good research posted by many and sucking the +ve sentiment of Investors.....lets not entertain the nasty little troll any further and either filter or simply ignore his constant barbed posts....
RH69, not at all what Kiran replied....implies that the spodumene is easier in short term, but does not provide the same margins and is at mercy of Chinese converters......(i.e. Bigger margins from clay based LCE once own processing plant in operation, which will be non Chinese with all relevant costs/politics associated)...... "The pilot plant is soley an LCE plant and BCN have clearly stated the strategy of the Company is the development of a LCE mine and mineral processing capable of 35Kt LCE per annum. The pilot plant does not produce commercial quantities it is currently designed to show to offtakers that the Sonora project can produce battery grade LCE and ship smaple to potential offtakers. You have to remember this is not a simple spodumen concentrate process, which is is easier in the short term but doe snot provide the same margins and you will be at the mercy of the chinese spodumene converters."
Tesla to make billions of the cloud......AWS to require $billions of powerpacks to store energy requirements and meet aims....... http://seekingalpha.com/article/4057078-tesla-energy-will-make-billions-cloud
Is changing fast....electric everything coming....coming to a place near you soon ...!! http://www.bbc.com/news/uk-england-coventry-warwickshire-39343519 http://www.bbc.com/news/technology-39350054
Worth noting who Cadence are following......one of which is Dr David Deak.....under Lithium Americas he is CTO & SVP Lithium Nevada Corp 100% owned Clay resource HQ in Reno Nevada...formerly with Tesla on special supply chain projects & battery engineering programs.....
Where DL is a consultant...exceptional grades.....Dofner Anzaplan.....and these statements.... "Premier is now focussed on completion of a maiden resource statement and furthering discussions with parties who have expressed an interest in participation and/or acquisition of this major project." George Roach, Premier's CEO, commented: "We are expecting results from the metallurgical test-work undertaken by international process specialists, Dorfner Anzaplan, while also focusing on the maiden resource statement and how best to understand the true scale of this world class deposit. At same time, we will continue to consider monetization of all or part of this important asset."
Cadence also provide global 'supply chain management' for their clients......are they also going more vertically integrated up to the raw materials level ......
Just up the road in Nogales....US/Mexican border......big in metals for aerospace and defence.....take a look at their client list !)
REM renamed....Cadence minerals....KDNC
Bring on the batteries.......interesting take in the growth for battery energy storage systems as well as the EV market.....will require large amounts of resources moving forward as ramp up just starting, and already affecting political decision making..... youtu.be/R5wqzsg1bQY
.....$1.2 billion.....should help with cash flow over what is a transformational year for them.....bring on the REVolution... http://finance.yahoo.com/news/tesla-raises-1-2-billion-130815230.html
Many more lithium mines to come on line......x7 for WA.....Chinese investing heavily to secure supplies..... http://mobile.abc.net.au/news/2017-02-08/chinese-investment-driving-wa-lithium-boom/8252068
Luxury car brand Bentley considering an electric version.....class is coming....warming up when the luxury makers start to consider the opportunity of a new market..... https://www.fool.com/investing/2017/03/08/how-tesla-created-an-opportunity-for-bentley-motor.aspx
1x 7.2 m delayed @ 16.07 and 1x7.4m after close @ 17.08......??
A123.....Li-ion to replace lead acid.....$1 billion contract.... http://www.idtechex.com/research/articles/here-come-the-billion-dollar-electric-vehicle-orders-00010684.asp
After sale on Manica gold project in Africa....leaves 2 other 100% owned prospective licences for Beete & Peninsula gold project in WA.....