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Lithium

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  1. Sprinterke 3 maart 2023 22:40
    quote:

    MisterBlues schreef op 3 maart 2023 10:32:

    [...]

    Dank voor je uitgebreide reactie. Ben het eens met je analyse. Hierbij mijn 'miners portefeuille':

    Ik heb juist de ervaring dat mijn junior lithium en - inderdaad - mijn mangaan mijn(en) (Giyani) het slecht hebben gedaan. Welke zou je nu verkopen en welke zou je bijkopen?

    Slecht gepresteerd:

    Lake Resources NL is a is a lithium exploration company. The principal activities of the company are the exploration and development of lithium brine projects and lithium hard rock projects; and exploration for minerals. The company projects include Olaroz/Cauchari, Paso, Kachi, and Catamarca Pegmatites. Marktkapitalisatie: 862 miljoen.

    Sayona Mining Ltd is a mineral exploration and development company. The principal activity of the company is the identification, acquisition and evaluation of mineral exploration assets, focusing on lithium and graphite. The company's primary focus is the development of the advanced stage Authier lithium project in Quebec, Canada. It also holds interests in East Kimberley Graphite Project and West Australian Lithium Project. Marktkapitalisatie: 2,09 mld

    Giyani Metals Corp is a Canadian battery metals company. Through its subsidiary in Botswana, the company is engaged in the advancement of its manganese prospects within the Kanye Basin in south eastern Botswana, Africa. Its Kanye Basin Prospects include the K.Hill Project, as well as Otse and Lobatse. It is engaged in the business segments of the exploration, evaluation and development of manganese and precious metal mining projects located in Botswana and South Africa. Marktkapitalisatie: 45,9 miljoen

    Goed gepresteerd / blijven liggen:

    Ivanhoe Mines Ltd is a mineral exploration and development company. The company together with its subsidiaries explores, develops and recovers minerals and precious gems from its property interests located in Africa. The group explores platinum, nickel, copper, gold, silver, cobalt, iron, vanadium and chrome. It primarily operates four projects Kamoa Kakula, Western Foreland, Platreef, and Kipushi. Marktkapitalisatie: 14,6 miljard

    Alphamin Resources Corp
    is engaged in the business of production and sale of tin concentrate from the Bisie Tin mine in the Democratic Republic of the Congo (DRC). The company considers its business to consist of one reportable operating segment, being the Extraction and Sale of Tin from its Bisie Tin Mine. Marktkapitalisatie: 1,15 mld

    Talga Group Ltd
    is a technology minerals company. Its operating and geographical segments consist of graphite exploration and development in Sweden, graphite or graphene research and development in Germany and the United Kingdom as well as Australia. The graphite projects include Vittangi, Jalkunen, and Raitajarvi. It derives a majority of revenue from the United Kingdom. Marktkapitalisatie: 518 mln
    Ik zie dat je Talga Group ook opgepikt hebt. Ik weet dat we hier meer dan een jaar geleden nog ideeën rond uitwisselden :-) Ik verwacht veel van dit aandeel. Ik heb ze destijds nog gekocht aan 35 AUD.
    Ivanhoe is een goede keuze. Ik heb ze zelf afgehouden omdat ze in Congo zijn.
    Sayona is een goede keus en een goede kanshebber. Ik vind ze wel vrij hoog gewaardeerd nu.

    Veel succes!
  2. forum rang 10 voda 6 maart 2023 09:06
    Lithium carbonate price may return to CNY 200,000/t in 2024
    486 Views

    Many predict that the battery-grade lithium carbonate price will eventually return to about CNY 200,000 ($28,960.05)/tonne in 2024, especially after CATL's "new price mechanism" was disclosed, Kallanish learns.

    In China, the average market price of battery-grade lithium carbonate dropped from CNY 424,000/t to CNY 401,000/t, a 5.42% reduction during the past week.

    According to the current trend, the price of lithium carbonate will likely drop to CNY 300,000-350,000/t in 2023 and then further decline.

    The cost of producing lithium carbonate varies partly due to different extraction methods. Salt lake lithium extraction is the method with the lowest cost. The production cost is only CNY 35,000-40,000/t, followed by companies that own equity mines. This also means that when the market price of lithium carbonate drops to CNY 200,000/t, those companies extracting lithium from spodumene will have a difficult time because the production cost is likely to be higher than CNY 300,000/t.

    International Chamber of Commerce analyst Qian Yi contends that the supply of lithium carbonate is slightly greater than the demand.

    "In the first quarter, the demand is relatively sluggish, which is normal because it is not the traditional peak season. I believe it will gradually resume in the second quarter, especially given that in the past few days China has continuously released favourable policies for new energy vehicles. The recovery of new energy vehicles is better than expected, and the recovery in foreign countries is faster than in China."

    Everbright Securities thinks at present cathode material companies have basically turned losses into profits, and lithium carbonate inventories are at low levels. Lithium prices have reached the supporting line in stages. It is expected that production will rebound in April, but after the release of lithium supply in the second half of the year, the contradiction between supply and demand will appear again.

    Kallanish Asia
  3. forum rang 9 nine_inch_nerd 7 maart 2023 10:19
    quote:

    nine_inch_nerd schreef op 3 maart 2023 09:54:

    Mmm, "trading halt" ivm kapitaalwerving door het bedrijf. Normaal gaat dat ten koste van de aandelen. Ca 100 miljoen cash en geen schulden, maar toch extra kapitaal. Voor een starter is er altijd geld nodig, dus dat betekent regelmatig opofferen...
    Ben wel benieuwd waar het voor nodig is, wat ook weer positief zal zijn. geruchten op twitter volop, maar even afwachten....

    3 March 2023

    Sayona Mining Limited has lodged the following announcement with the ASX:
    "Trading Halt"


    Emerging lithium producer Sayona Mining Limited (ASX:SYA; OTCQB:SYAXF) requested today a trading halt pursuant to ASX Listing Rule 17.1, pending the release of an announcement regarding a capital raising by the Company.

    Unless the ASX decides otherwise, Sayona securities will remain in trading halt until the earlier of the commencement of normal trading on Tuesday, 7 March 2023 or when an announcement is released to the market.

    C$50M RAISING TO ADVANCE QUÉBEC LITHIUM PROJECTS
    • A$54.9 million flow-through-shares (FTS) raising to advance Sayona’s Québec lithium projects.
    • FTS to be placed at A$0.315 per share, representing a 34% premium to Sayona’s last closing price and a 41% premium to the 10 day VWAP.
    • Funds to facilitate further exploration and resource drilling at the Company’s lithium projects in Québec, as Sayona advances leading hard rock lithium resource base in North America.

    wcsecure.weblink.com.au/pdf/SYA/02640...

    Bedoeld voor: zie bijlage.

    NB: momenteel wordt de eerst Litium geproduceerd in NAL Quebec.

    "thereby minimising dilution for the benefit of our shareholders".
    Vannacht geëindigd +4%.
    Tbc.
  4. forum rang 9 nine_inch_nerd 7 maart 2023 14:33
    Weer updates Sayona. Busy!

    Electric Royalties Provides Update on Authier Lithium Royalty
    Tue, March 7, 2023 at 1:45 PM GMT+1

    finance.yahoo.com/news/electric-royal...

    VANCOUVER, BC / ACCESSWIRE / March 7, 2023 / Electric Royalties Ltd. (TSXV:ELEC)(OTCQB:ELECF) ("Electric Royalties" or the "Company") is pleased to announce that Sayona Mining Limited (ASX:SYA) ("Sayona") has voluntarily submitted its Authier Lithium Project (or "Authier") for an environmental impact assessment and review under the Québec Government's ‘BAPE' (Bureau d'audiences publiques en environnement) process. According to Sayona's news release dated February 27, 2023, its request has been accepted by Québec's Ministry of the Environment, the Fight Against Climate Change, Wildlife and Parks.

    The BAPE's mission is assist government decision-making by communicating to the environment minister findings and opinions that reflect any local concerns that are based on the principles of the Sustainable Development Act.

    Sayona also reported that its nearby North American Lithium ("NAL") operation in Québec, Canada, is on track to recommence spodumene (lithium) production in March 2023. The start-up of process operation was reportedly successful, and comprises the circulation of mineralized material through the entire system, from crushing through sorting, grinding and separation. Authier is envisioned by Sayona to become a source of spodumene feed for the NAL concentrator.

    As a result, the Authier Project no longer requires its own concentrator or tailings storage, and the planned daily output below the 2,000-tonne threshold has resulted in a considerably reduced environmental impact compared to the original regulatory submission.

    Electric Royalties holds a 0.5% gross metal royalty on the Authier Lithium Project.

    David Gaunt, P.Geo., a Qualified Person who is not independent of Electric Royalties, has reviewed and approved the technical information in this release.

    About Electric Royalties Ltd.
    Electric Royalties is a royalty company established to take advantage of the demand for a wide range of commodities (lithium, vanadium, manganese, tin, graphite, cobalt, nickel, zinc and copper) that will benefit from the drive toward electrification of a variety of consumer products: cars, rechargeable batteries, large scale energy storage, renewable energy generation and other applications.

    Electric vehicle sales, battery production capacity and renewable energy generation are slated to increase significantly over the next several years and with it, the demand for these targeted commodities. This creates a unique opportunity to invest in and acquire royalties over the mines and projects that will supply the materials needed to fuel the electric revolution.

    Electric Royalties has a growing portfolio of 21 royalties, including two royalties that currently generate revenue. The Company is focused predominantly on acquiring royalties on advanced stage and operating projects to build a diversified portfolio located in jurisdictions with low geopolitical risk, which offers investors exposure to the clean energy transition via the underlying commodities required to rebuild the global infrastructure over the next several decades towards a decarbonized global economy.
  5. forum rang 9 nine_inch_nerd 7 maart 2023 15:13
    quote:

    nine_inch_nerd schreef op 7 maart 2023 13:26:

    On we go, Sayona

    Jourdan Resources and Sayona Mining Announce Plans for Extensive Drilling Program at Vallee Lithium Property
    Tue, March 7, 2023 at 11:00 AM GMT+1

    finance.yahoo.com/news/jourdan-resour...
    Jourdan and Sayona plan to undertake the largest lithium drill program in Quebec set to start in May 2023

    www.globenewswire.com/en/news-release...
  6. forum rang 9 nine_inch_nerd 8 maart 2023 08:47
    De productie loopt!
    En zoals gisteren al gecommuniceerd extra veel acties voor uitbreiding rond Quebec. De grootste en enige Noord Amerika producent!

    8 March 2023
    FIRST LITHIUM CONCENTRATE PRODUCED AT NAL

    • First spodumene (lithium) concentrate produced at North American Lithium (NAL) operation in Québec; commissioning proceeding on schedule and within budget
    • Large scale drilling program planned with Jourdan Resources of over 50,000m at NAL and Jourdan’s adjacent Vallée Lithium Project (earn-in claims)
    • New drilling program one of the largest in Québec in 2023, targeting defining larger resource base capable of supplying more tonnes and enhanced material quality to NAL concentrator.


    wcsecure.weblink.com.au/pdf/SYA/02641...

    Ik zal van nu af alleen over Sayona communiceren op dit draadje: www.iex.nl/Forum/Topic/1392394/Gronds...
    Anders genoeg overkill op dit draadje.
  7. forum rang 9 nine_inch_nerd 10 maart 2023 11:11
    Recycling wordt het toverwoord: Electra Battery Materials Corporation
    electrabmc.com/electra-achieves-first...

    Citaat Trent Mell:
    "Delighted to host 5 battery supply chain companies from Japan and Korea at our recycling plant"
    twitter.com/TrentMell/status/16339774...

    Ooit een draadje hier gecreëerd: www.iex.nl/Forum/Topic/1392426/Gronds...
  8. forum rang 9 nine_inch_nerd 14 maart 2023 10:47
    Kan iets voor deze bedrijven betekenen: Sayona, Electra Battery en Nano One. ;)

    Volkswagen kiest Canada voor bouw van eerste batterijcellenfabriek buiten Europa

    Volkswagen koos Canada om zijn eerste batterijcellenfabriek buiten Europa te bouwen, waardoor zijn auto's toegang krijgen tot zowel Canadese als Amerikaanse subsidies. De groep werkt op die manier verder aan het lokaal maken van de productieketen van elektrische voertuigen. De Canadese federale minister van innovatie noemde de batterijfabriek een “home run voor Canada” en zei dat het “de grootste afzonderlijke investering in de autosector in de geschiedenis van Canada” was. Niet toevallig heeft Canada een grote mijnbouwsector voor mineralen als lithium, nikkel en kobalt.
  9. forum rang 10 DeZwarteRidder 14 maart 2023 11:18
    quote:

    nine_inch_nerd schreef op 14 maart 2023 10:47:

    Kan iets voor deze bedrijven betekenen: Sayona, Electra Battery en Nano One. ;)

    Volkswagen kiest Canada voor bouw van eerste batterijcellenfabriek buiten Europa

    Volkswagen koos Canada om zijn eerste batterijcellenfabriek buiten Europa te bouwen, waardoor zijn auto's toegang krijgen tot zowel Canadese als Amerikaanse subsidies. De groep werkt op die manier verder aan het lokaal maken van de productieketen van elektrische voertuigen. De Canadese federale minister van innovatie noemde de batterijfabriek een “home run voor Canada” en zei dat het “de grootste afzonderlijke investering in de autosector in de geschiedenis van Canada” was. Niet toevallig heeft Canada een grote mijnbouwsector voor mineralen als lithium, nikkel en kobalt.

    Nano One is een waardeloos bedrijf.
  10. forum rang 9 nine_inch_nerd 16 maart 2023 10:11
    Sayona

    1,200 TONNES SALEABLE LITHIUM CONCENTRATE PRODUCED AT NAL Highlights
    • First saleable (commercial grade) spodumene (lithium) concentrate produced at North American Lithium (NAL) operation in Québec, Canada
    • Approximately 1,200 tonnes produced including SC6 (6% lithium grade), demonstrating ability to produce commercial concentrate in new milestone for NAL restart
    • Sayona on track to become North America’s leading hard rock lithium producer, contributing to Québec’s electrification drive amid continuing battery/EV investment surge.


    NAL’s restart continues to proceed on schedule and within budget, with the first lithium shipment expected to occur in July 2023. Sayona is targeting total production between 85,000 tonnes and 115,000t during the first half of fiscal 2024 (refer ASX release 17 February 2023).

    wcsecure.weblink.com.au/pdf/SYA/02644...
  11. forum rang 10 DeZwarteRidder 17 maart 2023 15:50
    quote:

    nine_inch_nerd schreef op 16 maart 2023 10:11:

    Sayona

    1,200 TONNES SALEABLE LITHIUM CONCENTRATE PRODUCED AT NAL Highlights
    • First saleable (commercial grade) spodumene (lithium) concentrate produced at North American Lithium (NAL) operation in Québec, Canada
    • Approximately 1,200 tonnes produced including SC6 (6% lithium grade), demonstrating ability to produce commercial concentrate in new milestone for NAL restart
    • Sayona on track to become North America’s leading hard rock lithium producer, contributing to Québec’s electrification drive amid continuing battery/EV investment surge.


    NAL’s restart continues to proceed on schedule and within budget, with the first lithium shipment expected to occur in July 2023. Sayona is targeting total production between 85,000 tonnes and 115,000t during the first half of fiscal 2024 (refer ASX release 17 February 2023).

    wcsecure.weblink.com.au/pdf/SYA/02644...
    En dat gaat nu naar China om er accu-geschikt lithium van te maken.
  12. forum rang 10 DeZwarteRidder 17 maart 2023 15:52
    quote:

    nine_inch_nerd schreef op 15 maart 2023 14:21:

    Trent Mell, Electra Battery Materials CEO
    Our battery recycling refinery doesn’t stop at lithium, nickel and cobalt - we also recover copper, graphite and, yes, manganese. ?
    twitter.com/TrentMell/status/16358102...
    Recycling van lithium wordt pas van belang over laten we zeggen 10 of 15 jaar.
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