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easy56 schreef op 13 november 2022 11:46 :
app.webinar.net/YvWzpn3maEn Title: Ivanhoe Mines Q3 2022 Financial Results
Date: Monday, November 14, 2022
Time: 7:30 AM (GMT-08:00) Pacific Time - Vancouver
Duration: 60 minutes
Add webcast to your calendar
we zitten klaar:-)
easy56 schreef op 13 november 2022 11:46 :
app.webinar.net/YvWzpn3maEn Title: Ivanhoe Mines Q3 2022 Financial Results
Date: Monday, November 14, 2022
Time: 7:30 AM (GMT-08:00) Pacific Time - Vancouver
Duration: 60 minutes
Add webcast to your calendar
goed verhaal weer. eind 2024 alle 3 grote projecten in produktie... komt steeds dichterbij en beurskoers zal daar m.i niet minder op worden.... Al zullen er ongetwijfeld soms rare dalingen tusse zitten door computerhandel.
www.miningweekly.com/article/opinion-... Opinion: African minerals are critical for the green energy transition
www.youtube.com/watch?v=xVJNSXbqalU Ivanhoe Mines Sees Long-Term Shortage of Critical Metals: Chairman RF
easy56 schreef op 16 november 2022 21:12 :
www.youtube.com/watch?v=xVJNSXbqalU Ivanhoe Mines Sees Long-Term Shortage of Critical Metals: Chairman RF
Wachten wanneer ik verder instap? Een andere mogelijkheid om op de verduurzaming in te spelen, is in kritieke zeldzame mineralen, zoals neodymium (nodig voor windmolens en EVs), waarvan de markt door China wordt gedomineerd. Daarom ben ik met een startpositie begonnen van Lynas Rare Earths (LYC: ASX) Lynas Rare Earths is only one of two companies in the world who have rare earth processing capacity that is not located in China. Other companies are looking at significant investments to build more global processing capacity, but this will take time and hundreds of millions (if not billions) of dollars, never mind that ore supplies that are currently under contract to be processed in China. Lynas also recognizes this and has announced construction of additional rare earths processing centre in western Australia. Note that all of the Lynas processing capacity is currently located in Malaysia. Recall the issues that Lynas had before the facility was fully commissioned. While there is no reason to suspect future problems, we all know of the ongoing societal unrest in the country. Volgens mij staan zij er sterk voor...., net als Ivanhoe breiden ze uit, en verdienen ze geld. De andere is Materials (NYSE: MP) Hun financiële positie trekt mij niet aan.investorintel.com/critical-minerals-r...
DeZwarteRidder schreef op 18 november 2022 10:25 :
[...]
Lynas is belachelijk duur.
Ga short! (Waar baseert u deze opmerking op, ze hebben een KW van ca. 15, en zitten in de juiste mineralen........)
Freemoneyforever schreef op 18 november 2022 10:26 :
[...]
Ga short!
(Waar baseert u deze opmerking op, ze hebben een KW van ca. 15, en zitten in de juiste mineralen........)
Sorry, het was een vergissing.
oilprice.com/Alternative-Energy/Renew... Wind Megaprojects Are Coming Online Across The Globe
www.gowebcasting.com/events/precious-... Pierre Lassonde in Conversation with Anthony Vaccaro Sponsored by The Northern Miner- -------- altijd goed verhaal.
www.miningweekly.com/article/platinum... Platinum moving into meaningful deficit amid emergent source of new end-demand
easy56 schreef op 22 november 2022 10:25 :
www.miningweekly.com/article/platinum... Platinum moving into meaningful deficit amid emergent source of new end-demand
Interessant artikel. Iemand hier een aanbeveling voor platinummijnen?
Freemoneyforever schreef op 22 november 2022 13:59 :
[...]
Interessant artikel.
Iemand hier een aanbeveling voor platinummijnen?
Er is er eigenlijk maar een en dat is Sibanye.
Dubai heeft de goudmarkt voor eeuwig veranderd. De grondstofautoriteit van Dubai gaat de goudhandel digitaliseren door het edelmetaal te linken aan tokens op blockchain. Waarom is dit belangrijk? Door elke goudstaaf te verbinden aan een digitale entiteit op blockchain, dreigt de manier waarop goud verhandeld wordt voor eeuwig te veranderen. Dit zou de goudhandel democratischer zou maken door elke token een gram goud te laten representeren.businessam.be/dubai-goudmarkt/
Valuations for mining stocks are a steal. Wouldn’t surprise me if these stocks lead the market in the next 12 months.twitter.com/TaviCosta/status/15951335...
DeZwarteRidder schreef op 22 november 2022 14:12 :
[...]
Er is er eigenlijk maar een en dat is Sibanye.
Vergeleken met andere miners. Een positie ingenomen, lange termijn. Sibanye lijkt me de meest aantrekkelijke, inderdaad.
www.mining.com/codelco-sees-copper-de... Codelco sees copper deficit at 8 million tonnes by 2032
Copper Mining Grows at Last But Now Smelters Can’t Keep Up (Bloomberg) -- Copper miners are boosting output at last after several years of anemic performance. But it may not be enough to meaningfully lift stockpiles from historically low levels, keeping supplies tight in a market critical to the energy transition. The reason is a bottleneck in capacity at the world’s smelters, whose role turning ore into metal makes them a crucial cog in the supply chain between miners and the manufacturers of products from mobile phones and air-conditioning units to electric vehicles. “There isn’t enough smelting capacity around,” said Ye Jianhua, an analyst at Shanghai Metals Market. A surplus of mine production would “hardly alleviate the tightness associated with low refined copper inventories next year,” he said. The prospect of a wave of supply being met by insufficient conversion capacity is being reflected in a surge in fees to turn semi-processed ores, or concentrates, into refined metal. The levies, known as treatment and refining charges, are deducted from the price of concentrates and are a key driver of profitability for smelters as well as for many traders. Benchmark annual smelting fees jumped 35% to the highest in six years when they were agreed on Thursday by US miner Freeport-McMoRan Inc. and Chinese smelters at an industry gathering in Singapore. China accounts for about half of global copper consumption and its smelting industry is the world’s largest. Numerous traders, miners and analysts said they are expecting a build-up of copper concentrates over the next year. Some are expecting an increase of global inventories of the ores of 500,000 tons of copper content or more. But the smelter bottleneck means that most expect the market for copper metal -- the form that sets the price on the London Metal Exchange -- will see much less of a surplus, if at all. On one side, copper ore supply will grow at the fastest rate in seven years, according to the International Copper Study Group, with production rising in Africa and Latin America, as several new mines -- including Anglo American Plc’s Quellaveco mine in Peru and Teck Resources Ltd.’s Quebrada Blanca 2 project in Chile -- ramp up capacity. On the other, global smelting capacity will expand more slowly. China has largely driven increases in recent years, and while its output is expected to rise next year, it likely won’t keep pace with the increase in mine supply. Even existing capacity has been constrained. Chinese smelters have experienced increasing disruptions in recent years, including from power outages and government efforts to reduce energy intensity and consumption, said Xu Yulong, deputy general manager at China Copper International Trading Group. When Chinese smelter representatives met executives at top mining companies this week in Singapore to negotiate next year’s supply agreements, officials from China Copper highlighted the ongoing disruptions, including a scheduled cut in processing due to a planned relocation of a smelter in the Yunnan province, according to two people familiar with the talks. Energy Transition The consensus that mine supply and smelting capacity will be mismatched for some time to come could still turn out to be wrong -- and it wouldn’t be the first time that traders have been wrongfooted by what seemed a sure thing in the copper market. Miners could face unforeseen difficulties raising production. China’s smelters may be able to process more than anticipated. A sharp global economic downturn would hit demand for copper and leave smelters idle. And even if the short-term outlook is for plentiful supplies of copper ore, few are expecting the mismatch to last. Three major new smelters outside China are planned for the second half of 2024, by Adani Enterprises Ltd. in India, Freeport McMoRan in Indonesia and Ivanhoe Mines Ltd. at its Kamoa-Kakula mine in Democratic Republic of Congo. Big miners, meanwhile, are warning of a significant supply shortfall starting around the middle of the decade, with not enough new projects to keep pace with demand that is projected to boom thanks to the energy transition away from fossil fuels. In a speech at a gala dinner in Singapore this week, Maximo Pacheco, chairman of Chile’s state copper company Codelco, said he expects a surplus in the short term. But he warned: “Over the medium term the reality will be the opposite -- demand will far outstrip supply.” --With assistance from Archie Hunter and Mark Burton.finance.yahoo.com/news/copper-mining-...
www.zerohedge.com/economics/californi... California Mulls Ban On All Gas And Diesel Truck Fleets
Dat er een tekort is aan kopersmelters, en ivn smelt zelf, dus ga ik een deel van vale, die smelten uitbesteedt, overzetten naar ivn. Ivn pakt zo zelf de hoge smeltmarges.
G1, graphite and anodes: all overlooked pieces of the EV battery supply chain – Richard Millsaheadoftheherd.com/g1-graphite-and-an... GPH - Graphite One Inc, met een grafietpositie in Alaska, aangekocht, voor de lange termijn. Tekort aan grafiet voor EVs verwacht dit decennium.
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