Aandeel AMG Critical Materials N.V. AEX:AMG.NL, NL0000888691

quote:

Alpen schreef op 28 mei 2023 12:36:

(1/2)
Na mijn ochtendwandeling, dit keer rond het meer in de heuvels een paar honderd meter verderop, daar waar de Alpen dus zo'n beetje beginnen, deed ik een eerste poging om te zien wat de laatste versie van Bing (uitgerust met ChatGPT, de kunstmatige intelligentie software ontwikkeld door OpenAI/Microsoft), me zoal wist te vertellen over AMG.
Ik gaf het de volgende informatie mee:

Can you give me an example of a story about AMG Critical Materials using the following elements:

• Genre: non-fiction, case study;

• Audience: Potential investors;

• Purpose: to showcase the company's Clean Energy Materials growth strategy, taking inconsideration:

1) insufficient availability of lithium resources to satisfy the need for lithium-based batteries due to an explosive worldwide growth of electrical vehicle sales in the next decade;
2) the foreseen growth in vanadium usage in vanadium redox flow batteries;
3) the highly profitable vanadium, lithium, and tantalum value chains, resulting in a significant growth in EBITDA in the next years;
4) investments in the Mibra mine in Brazil to increase spodumene production from 90.000 ton per year to 130.000 ton per year and tantalum production from 260.000 pounds per year to 370.000 pounds per year;
5) investments to construct a 16.500 ton technical-grade lithiumhydroxide facility near the Mibra mine in Brazil;
6) investments to construct an battery-grade lithiumhydroxide facility in Bitterfeld, Germany, which will have five modules of 20.000 ton each, the first module will be operational in Q4 2023, and the EBITDA for each module will generate an EBITDA between 60 million US$ and 200 million US$;

• Character: shareholder of AMG Critical Materials which would like to share information about the company to people that might be interested in becoming shareholder;

• Style: Third-person perspective, present tense, formal and technical language?

quote:

am1993 schreef op 28 mei 2023 13:13:

@Alpen. AB. Ik vind dit sowieso indrukwekkend. Zo'n artikel binnen de minuut! Veel, zichzelf analisten noemende personen, zenden berichten de wereld in met veel minder en meer onjuiste informatie. ChatGPT gaat veel analisten, tekstschrijvers, e.d. hun baan kosten blijkbaar. Ook al zitten er, volgens DZR, fouten in het artikel, vind ik het toch aardig volledig en vooral heel "wervend". Was leuk om te lezen. Bedankt en prettig weekend. AM1993

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Mrs. Smith schreef op 28 mei 2023 14:53:

www.linkedin.com/posts/dr-volker-k%C3...

LIVA

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PJF schreef op 28 mei 2023 15:51:

[...]

Ik denk dat we allemaal de potentie van deze business van AMG onderschatten. Het zou fijn zijn als we vanuit AMG meer duidelijkheid zouden krijgen over projecten, investeringen en revenuen die we op termijn mogen verwachten.

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Blanco rolling schreef op 28 mei 2023 17:37:

Ik kreeg vandaag idd 15 cent toe tussen 13:00 en 14:00 en dat is ns 15 cent energiebelasting. Dus de leveranciers gaven maar liefst 30 cent per kwh.

Ik hen een variabel dynamisch contract waarbij per uur de prijzen wijzigen

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DeZwarteRidder schreef op 28 mei 2023 12:49:

Er staan domme fouten in:

ferrovanadium plants: one in Ohio, USA and one in Cambridge, UK

AMG Critical Materials has invested in building two state-of-the-art lithium hydroxide facilities: one in Brazil and one in Germany.

quote:

Alpen schreef op 28 mei 2023 12:36:

(1/2)
Na mijn ochtendwandeling, dit keer rond het meer in de heuvels een paar honderd meter verderop, daar waar de Alpen dus zo'n beetje beginnen, deed ik een eerste poging om te zien wat de laatste versie van Bing (uitgerust met ChatGPT, de kunstmatige intelligentie software ontwikkeld door OpenAI/Microsoft), me zoal wist te vertellen over AMG.
Ik gaf het de volgende informatie mee:

Can you give me an example of a story about AMG Critical Materials using the following elements:

• Genre: non-fiction, case study;

• Audience: Potential investors;

• Purpose: to showcase the company's Clean Energy Materials growth strategy, taking inconsideration:

1) insufficient availability of lithium resources to satisfy the need for lithium-based batteries due to an explosive worldwide growth of electrical vehicle sales in the next decade;
2) the foreseen growth in vanadium usage in vanadium redox flow batteries;
3) the highly profitable vanadium, lithium, and tantalum value chains, resulting in a significant growth in EBITDA in the next years;
4) investments in the Mibra mine in Brazil to increase spodumene production from 90.000 ton per year to 130.000 ton per year and tantalum production from 260.000 pounds per year to 370.000 pounds per year;
5) investments to construct a 16.500 ton technical-grade lithiumhydroxide facility near the Mibra mine in Brazil;
6) investments to construct an battery-grade lithiumhydroxide facility in Bitterfeld, Germany, which will have five modules of 20.000 ton each, the first module will be operational in Q4 2023, and the EBITDA for each module will generate an EBITDA between 60 million US$ and 200 million US$;

• Character: shareholder of AMG Critical Materials which would like to share information about the company to people that might be interested in becoming shareholder;

• Style: Third-person perspective, present tense, formal and technical language?

quote:

Pokerface schreef op 28 mei 2023 14:44:

[...]

Ben heel benieuwd wat er gebeurd was als je als genre: fiction had gekozen. Of SF, of p0rn...

quote:

DeZwarteRidder schreef op 28 mei 2023 18:08:

[...]

Als de eletraprijs negatief is, is de energiebelasting toch ook negatief...???

quote:

DeZwarteRidder schreef op 28 mei 2023 12:49:

Er staan domme fouten in:

ferrovanadium plants: one in Ohio, USA and one in Cambridge, UK

AMG Critical Materials has invested in building two state-of-the-art lithium hydroxide facilities: one in Brazil and one in Germany.

quote:

Calendar schreef op 28 mei 2023 23:19:

Edge: AMG joint venture with Glencore in South Africa.

- AMG is a global leader in the production of critical materials and specialty metals, with a focus on sustainability and innovation.
- Glencore is one of the world's largest diversified natural resource companies, with operations in over 35 countries and a commitment to responsible sourcing and environmental stewardship.
- AMG and Glencore have entered into a joint venture agreement to develop and operate a new ferrochrome smelter in South Africa, with an annual capacity of 600,000 tons.
- The joint venture will leverage AMG's expertise in advanced metallurgical technologies and Glencore's extensive marketing network and supply chain capabilities to produce high-quality ferrochrome for the global stainless steel industry.
- The joint venture will also create significant economic and social benefits for South Africa, including job creation, skills development, local procurement and community investment.
- The joint venture is expected to start construction in 2024 and commence production in 2026, subject to regulatory approvals and market conditions.