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100 bagger posts

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Freemoneyforever
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quote:

easy56 schreef op 7 december 2022 14:28:

www.miningweekly.com/article/glencore...

Glencore says this time is different for coming copper shortage
Hamsteren!
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quote:

Freemoneyforever schreef op 7 december 2022 15:59:

[...]
Hamsteren!
nog meer hamsterwerk:-)
Freemoneyforever
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quote:

easy56 schreef op 15 december 2022 17:52:

[...]nog meer hamsterwerk:-)
Een hapje IVN erbij, en ik breid PRYM uit (nu onder 1.90, Pierre Lassonde hamsterde die 8 maanden geleden voor ca. 3,5)
Freemoneyforever
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Gates-Backed Start-Up Seeks Zambia Copper for Green-Energy Shift

(Bloomberg) -- A Bill Gates-backed mining start-up agreed to invest $150 million in a Zambian project that will use artificial intelligence to explore for copper, a metal key to the green-energy transition.

KoBold Metals — which counts Gates’s Breakthrough Energy Ventures and No. 1 miner BHP Group Ltd. among its shareholders — will use its AI technology to process drilling data and optimize exploration for copper and cobalt at Mingomba. Located near Zambia’s border with the Democratic Republic of Congo, it’s the world’s highest-grade undeveloped large deposit of copper, according to the company.

Mining companies have been warning of looming copper deficits, driven by rising demand for the metal in wind and solar farms, high voltage cables, and electric vehicles. That green revolution is spurring competition for scarce resources, with the US playing catch-up after Chinese firms long dominated mining investment in Africa.

“We’ve seen in Zambia and across the region an intense effort by the People’s Republic of China to try to lock up access to a lot of critical minerals,” Mike Gonzales, US ambassador to Zambia, said in an interview. “And so this investment is really important.”

It’s a rare US private investment in the southern African nation’s mining industry, and a boost for Zambia’s ambitions to more than triple copper production over the next decade. The country is the continent’s No. 2 producer after Congo.

Mingomba’s average copper grades are about six times higher than those found in Chile, the world’s biggest producer. High concentrations of the metal in the earth’s crust are becoming increasingly difficult to find, and there’s growing interest in a region many big miners had neglected for decades.

“This is a perfect fit for what we do as a technology-guided exploration company,” KoBold President Josh Goldman said in an interview, as the firm announced the investment on Wednesday. “We want to get the highest quality resource developed as quickly as possible.”

KoBold is buying into what will be a joint venture with the existing owners of Mingomba, EMR Capital. That private equity company, which operates the neighboring Lubambe mine, said in 2020 the new deposit could support a mine that would cost about $1 billion to develop and produce as much as 160,000 tons of copper a year.

Those estimates — which would make it Zambia’s third-biggest copper mine — are reasonable, though the output may be even higher, according to KoBold. The project has enough copper to produce 100 million electric vehicles, according to KoBold’s Goldman.

Sam Altman, founder of Y Combinator and chief executive officer of OpenAI, has invested personally in KoBold through his Apollo Projects vehicle. So has T. Rowe Price Group Inc. and Andreessen Horowitz, known for investing in Airbnb Inc., Lyft Inc. and Slack.

KoBold, which raised $192.5 million in February, has hired software engineers from Google, Lyft and Apple Inc.

“None of them would’ve taken a call from a mining company, but they’re like: ‘Oh wait a second’,” said Goldman. “Cool technology and technology that we need to solve a really urgent societal problem. We’re either gonna have the metals or we’re not gonna have the electric cars.”

Michael Bloomberg, owner of Bloomberg News, is an investor in Breakthrough Energy Ventures, according to the company’s website.
finance.yahoo.com/news/gates-backed-s...
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nu maar afwachten wat ze in de US nog in petto hebben vanavond:-)

volatiliteit gunstig voor de handelaren onder ons

net weer IVANHOE erbij
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korte termijn speelbal sentiment,lange termijn blijven ze oa de beste copper assets hebben,en onmisbaar electrificatie wereldwijd.
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weer aardig wat opgeraapt.

das t voordeel als je regematig toch winst neemt.

maar had dit niet verwacht zo n daling.

lijkt wel een short attack zo ineens met die verhalen.
legendaries
0
quote:

easy56 schreef op 21 december 2022 15:42:

mooie handel,weer zooitje eruit
heb klein rondje meegedaan, ik stond met verbazing naar de koersontwikkeling te kijken gisteren en heb denk ik wel 6x het nieuwsbericht op verschillende sites gelezen, maar echt nieuw nieuws was er volgens mij niet? Wellicht nieuws mbt de opmerking/bevestiging van dat er een arbitragezaak loopt, maar daar lijkt Ivanhoe juist aan de goede kant te zitten, terwijl de headlines op Bloomberg totaal wat anders suggereerden... dus beetje tegen de storm in toch maar een extra pluk gekocht.

Nu weer terug op de oudere lange termijn positie, blijft natuurlijk Congo en daarmee risicovol (ondanks alle goede efforts van Ivanhoe zijde)
legendaries
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quote:

legendaries schreef op 21 december 2022 21:53:

[...]

heb klein rondje meegedaan, ik stond met verbazing naar de koersontwikkeling te kijken gisteren en heb denk ik wel 6x het nieuwsbericht op verschillende sites gelezen, maar echt nieuw nieuws was er volgens mij niet? Wellicht nieuws mbt de opmerking/bevestiging van dat er een arbitragezaak loopt, maar daar lijkt Ivanhoe juist aan de goede kant te zitten, terwijl de headlines op Bloomberg totaal wat anders suggereerden... dus beetje tegen de storm in toch maar een extra pluk gekocht.

Nu weer terug op de oudere lange termijn positie, blijft natuurlijk Congo en daarmee risicovol (ondanks alle goede efforts van Ivanhoe zijde)
kijk aan: Ivanhoe heeft blijkbaar dat ook opgemerkt ;)
finance.yahoo.com/news/ivanhoe-mines-...
Freemoneyforever
0
quote:

legendaries schreef op 21 december 2022 22:25:

[...]
kijk aan: Ivanhoe heeft blijkbaar dat ook opgemerkt ;)
finance.yahoo.com/news/ivanhoe-mines-...
Ik had op de dip ook weer een plukje gekocht, ja, Congo, zouden ze een militie betalen (en/of steekpenningen-smeergeld, zoals bij buitenlandse transacties van de eerste werkgever van mijn broer) om de boel te beschermen? Ze zitten ook in Zuid Afrika.

Van youtubers had ik ook Russische miners aanbevolen gekregen, goed dat ik daar niet in durfde.
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ceo.ca/@globenewswire/erdene-complete...

Erdene Completes $7m Private Placement Led by Investment From Eric Sprott

ceo.ca/@globenewswire/erdene-complete...
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www.mining.com/prices-will-fall-acros...

Prices will fall across metals and mining in 2023 – Woodmac
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zou zomaar kunnen doch lange termijn electrificatie verhaal onomkeerbaar.
DeZwarteRidder
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quote:

easy56 schreef op 23 december 2022 09:36:

www.mining.com/prices-will-fall-acros...

Prices will fall across metals and mining in 2023 – Woodmac
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zou zomaar kunnen doch lange termijn electrificatie verhaal onomkeerbaar.
Things aren’t looking up for mining and metals in 2023. Stock image

Wood Mackenzie in a new report makes ten predictions for 2023, including that world oil demand growth will bounce back, carbon capture, use and storage will go mainstream and that developed countries will follow the US Inflation Reduction Act and step up their own policy support for low carbon energy. 

Mining, particularly battery metals, will receive a boost if other predictions from the Edinburgh-headquartered commodity market specialists pan out, including forecasts of a recovery in US solar installations, surging electric vehicle sales and IRA-like policies outside the US – but overall the outlook for the sector next year is dim.    
Sign Up for the Copper Digest

Nick Pickens, Woodmac’s Research Director – Copper, says softening demand, stronger supply and weaker sentiment point to a year-on-year decline in average prices across the metals and mining industries in 2023:

“The construction sector, a key area for iron ore, steel and base metals, will be a drag on global demand, with the Chinese real estate market in particular remaining sluggish. 

“Meanwhile, supplies of copper, aluminium, lead, zinc, iron ore and steel, among others will all post higher growth rates than in 2022. The production of battery materials – nickel, cobalt and lithium – will continue to forge ahead, following double digit-growth in 2022.”

Pickens does point out that there are some upside potential on the demand side next year, but “overall, we think the prevailing tendency in prices will be downwards”:

“Inflationary pressures are showing signs of easing, and so are supply-chain constraints. That could mean the global economic slowdown is less severe than expected. A recovery in the automotive sector and in low-carbon energy could help offset some of the demand weakness in other consumer-led segments. 

Copper price direction is down

FocusEconomics, a Barcelona-based independent research company, says demand for copper and industrial metals should stay fairly limp during the first half of next year “as global interest rates peak and China’s economy likely stays weighed down by the property crash and covid-19.”

The consensus forecast for average copper prices in 2023 is below current levels at around $7,660 per tonne, according to FocusEconomics with the lowest prediction at just $5,430 per tonne and the top end at an uninspiring $8,775 per tonne. 

In 2024 prices are expected to average $8,000 per tonne – with the most bearish prediction pegged at below $5,000 and the highest at $10,750 per tonne. 
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www.youtube.com/watch?v=_9GCX48Uy24

Robert Friedland, legendary financier and founder & chairman of Ivanhoe Capital, sat down with AJ Scaramucci at SALT iConnections Asia to discuss his storied career in the mineral resources industry. Friedland lays out the key points of consideration as we mine resources that will service a renewable energy revolution
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Iedere keer als ik naar RF luister wil ik Ivanhoe aandelen kopen,zeer aanstekelijk verhaal.

Straks maar weer eens kijken naar koers verloop.

Ga ervanuit dat recente aantijgingen meevallen,en koersdaling nu buitenkans is goedkoper terug tekopen.

Al heb je nooit geen zekerheid natuurlijk,maar iig hebben ze nog steeds 3 zeer goede assets.
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