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AMG: lithium met de laagste kostprijs

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Greedi$good
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quote:

Umi1 schreef op 24 jun 2017 om 12:11:


Lijkt idd dat het om vergevorderde gesprekken gaat...
s1.q4cdn.com/411066846/files/doc_down...
op pagina 10 zie je wat kandidaten...

Mijn gedacht;
Een bedrijf verder downstream (cathode paste/batterij producent) die op deze manier een tussenstap wil overslaan (vertikale integratie).
Ofwel kiest AMG voor zekerheid door de knowhow van een bestaand producent te combineren in de joint-venture (zie chemicals)


Thx, p10 idd.

3 augustus wordt interessant --> Lithium chemical plant investment decision (Q2 2017)
amglithium.com/mibra-milestones-phases/

Kan mooi icm bekendmaking joint-venture ter onderbouwing van je investment decision.

De voordelen zijn idd legio; zekerheid in kennis en ervaring, efficiency in de productielijn en dus nog hogere marges.

We gaan het zien
DeZwarteRidder
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quote:

Umi1 schreef op 27 jun 2017 om 21:57:


thewest.com.au/business/mining/macqua...

Macquarie Research analysts upgraded their forecasts after last year predicting an oversupply.

Macquarie Research has been forced into an embarrassing backflip over its outlook for the lithium market.

Analysts from the investment bank this week upgraded their forecasts for the lithium and cobalt price and lifted their outlook for several local lithium players after last year predicting an oversupply of the commodity.

Yesterday, Macquarie upgraded its lithium price forecasts 19 per cent in 2020-21, 29 per cent in 2022 and 17 per cent over the long term. It also upgraded the stocks of aspiring producer Pilbara Minerals and producer Galaxy Resources to “outperform” and Altura Mining, another aspiring WA lithium miner, to “neutral”.

“We believe increased Chinese electric vehicle production driven by the recently announced NEV credit system will continue to drive medium-term lithium and cobalt demand,” the Macquarie commodities team said in a research note to its clients.

The NEV (new energy vehicles) credit scheme encourages Chinese auto manufacturers to improve the fuel efficiency of internal combustion cars and promote the production of electric vehicles.

“We remain cautious that policy will immediately translate to Chinese consumer uptake, but in conjunction with the slower ramp of new entrants, we see a supply deficit extending to the early 2020s,” Macquarie said.

The analysts said demand drivers for lithium and cobalt, such as Chinese Government policy and commitments to build more electric vehicles from the big car manufacturers, were firming. “Meanwhile, new supply from both incumbents and new hopefuls is taking longer than expected to eventuate and the time scale of a deficit looks likely to extend,” they said.

“In our view, the Australian spodumene sector is the most likely to fill this deficit.”

Macquarie said lithium brine production from Chile continued to trend sideways and the ramp-up of supply from the Mt Marion project, a joint venture between Mineral Resources, Neometals and China’s Jiangxi Ganfeng, and Galaxy’s Mt Cattlin project had been slower than anticipated, leaving the door open for additional development projects such as Pilbara Minerals’ Pilgangoora project.

Macquarie’s research comes on the back of two conflicting reports on lithium from other analysts last week.

Deutsche Bank said the price was heading down because of a strong supply of direct shipping ore from Mineral Resources’ Wodgina project in the Pilbara. Canaccord said the lithium DSO potential was overstated.
Umi1
1
Niet zeker of ik deze link hier al op dit forum gepost heb (alvast niet in dit topic)
Het gaat om een interessante studie; Charging ahead
FINDING INVESTMENT OPPORTUNITIES FROM THE GREAT BATTERY TAKE-OFF

www.fundresearch.de/sites/default/fil...
DeZwarteRidder
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quote:

Umi1 schreef op 13 jul 2017 om 00:32:


Niet zeker of ik deze link hier al op dit forum gepost heb (alvast niet in dit topic)
Het gaat om een interessante studie; Charging ahead
FINDING INVESTMENT OPPORTUNITIES FROM THE GREAT BATTERY TAKE-OFF

Helaas zijn ze AMG 'vergeten' om te vermelden.
Umi1
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quote:

DeZwarteRidder schreef op 13 jul 2017 om 07:56:


[...]
Helaas zijn ze AMG 'vergeten' om te vermelden.


Klopt, maar is ook een rapport van 2016, voor de prijs van het lucratieve contract bekend werd. En het is niet dat AMG bij de grotere spelers hoort.
Ging mij vooral over de visie op lithium & grafiet.
Umi1
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in 2020 zal AMG instaan voor +- 3,4% van de total LCE productie. (zie p.46)

& 1 pagina verder staat het volgende;
Recent spodumene price settlements for 2017 of USD 905/t FOB Esperance (Galaxy Resources) (~USD 925/t CFR) & USD 750/t CFR China (Neometals) (SC6.0 basis)

member.afraccess.com/media?id=CMN://6...
Umi1
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DeZwarteRidder
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Brine Harvesting of Lithium vs. Hard Rock Mining
Jun 11, 2015 | Posted by: Peter Epstein

As described by the USGS, lithium brine deposits are accumulations of saline groundwater that are enriched in dissolved lithium.

Before launching into a comparison of hard rock lithium mining vs. harvesting lithium brines, it's important to point out that hard rock mining can be preferable to alternative methods, but usually only where hard rock mining is already entrenched in places like the Greenbushes mine located in south Western Australia... Also, I use the word, “lithium” loosely to describe lithium carbonate, lithium hydroxide and other forms of lithium. Please see disclosures at the bottom of this page.

Conventional wisdom suggests that hard rock lithium mining occupies a much larger environmental footprint, takes a longer time from exploration to production and is more expensive than brine harvesting methodologies.

This alone makes old fashioned hard rock mining less and less popular around the globe. Materials like lithium are undergoing a paradigm shift, (a well regarded infographic sponsored by Dajin Resources Corp. (DJI.V) (DJIFF), created by Visual Capitalist describes this topic in depth). The case in favor of hard rock mining in most extractive industries is crumbling.

A number of annual reports from consulting groups point to, "resource nationalism and a, "social license to operate" as substantial risk factors facing large-scale projects. As I hope to demonstrate, harvesting lithium brines is not only less expensive (possibly far less) it's more environmentally friendly, less energy intensive, reaches small commercial scale production faster, is preferred by locals, has more predictable op-ex and is easier to remediate at completion.

Hard Rock Mining

Starting at the early exploration stage, a geologist must begin spending time, energy and capital right away. Expensive and potentially many deep drill holes must be punched into the ground. After months of analyzing the drill data, if promising results are inferred, the best case scenario is more drilling. The goal is either a, "discovery," which could make the deposit appear economically viable. More likely, additional exploration dollars, drilling and dreaming is required. If the next drill campaign is successful (far from a sure thing) it might be followed by infill drilling to generate a resource estimate (not yet a, Preliminary Economic Assessment, "PEA").

All of this takes years to accomplish and yet the odds of an economic deposit remain surprisingly low. Once a potentially economic deposit is found, crucial metallurgical work is undertaken which can kill the, "project" on the spot. Despite tremendous capital and managerial resources, a mine is not yet economically demonstrated.... until the all important Preliminary Feasibility Study, "PFS." Even that report sometimes fails to definitively move the potential project out of the exploration stage. Astute readers see where I'm headed with this. "Every failed mine is the result of a, 'successful' Bank Feasibility Study!" (attributable to multiple parties).

With continuous headlines regarding fatalities in hard rock mining, it's clear that abandoning this archaic pursuit is not merely a dollars and cents proposition. Hard rock lithium mining entails a number of the above mentioned challenges. With the harvesting of brines, human and economic costs are mitigated. The time and cost to produce commodities and specialty chemicals is undoubtedly more onerous today than just a decade ago. Consider the myriad of challenges not even mentioned. Compliance, legal, environment baseline studies, a slew of environmental reports, permitting, wage inflation, availability of skilled labor, approval of local communities, power, water, roads, reclamation plan, permitting of tailings ponds, permits, approvals, deals with political figures and infrastructure to expand. The list goes on and on.
DeZwarteRidder
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2)
Lithium Brine Mining

As described by the USGS, (paraphrased) lithium brine deposits are accumulations of saline groundwater that are enriched in dissolved lithium. Although abundant in a nature, only select regions in the world contain brines in closed basins in arid regions, where lithium salts can be extracted at a profit. Brine, typically carrying 200–1,400 milligrams per liter of lithium, is pumped to the surface and concentrated by evaporation in a succession of ponds, each in the chain having a greater lithium concentration. After 9-12 months, depending on climate, a concentrate of 1 to 2 percent lithium is further processed in a chemical plant to yield various end products, such as lithium carbonate and lithium hydroxide.

Back to my own analysis, drilling for a lithium brine deposit involves fewer steps, roadblocks, delays, time, surprises and capital compared to hard rock. Far fewer and typically shallower holes are required. With modern imaging and mapping technologies and without nearly as much effort or expense, a possible deposit is identified. A key attribute is that delineating size, grade and composition of favorable and unfavorable elements (akin to metallurgy) can be accomplished by pumping up brine samples. Many of the detrimental things about hard rock mining alluded to are avoided.

Small cap lithium plays

Consider the following quote about lithium brine opportunities, once up and running, the op-ex and production profile of brine projects are more easy to forecast and less prone to cost inflation from ore depletion and other known unknowns. According to a Credit Suisse report,

"Lithium brine deposits typically outperform hard rock and clay lithium sources on cost, sustainability and permitting. This gap is becoming more pronounced when we take into account technological advancements in brine processing....even though lithium is relatively abundant, it's the 33rd most common element — it’s very diffuse throughout nature, meaning that collecting and concentrating it is a very difficult task."

Yes, it still takes years to go from exploration to initial production, but the cost, managerial resources and time of proving up an economically viable project is considerably less. Time is money in both methods of extraction. Dajin Resources Corp, (DJI.V) (DJIFF) is an example of an early-stage company with substantial, 100% owned lithium brine prospects in both Nevada and Argentina. In Nevada, Dajin's owns two properties, one of which is 7km from the only producing brine project in North America. In Argentina, Dajin has a large, strategic property that could be explored, especially if lithium prices continue to increase.

Funding large-scale projects of any sort, iron ore, copper, gold, etc has been a tremendous problem for the past few years. It seems that, "PEAs" done in 2010-2012 are routinely recast to show stronger economics and lower upfront costs. With large checks for huge projects nearly impossible to secure, it's no wonder companies are trying to deliver exactly what strategic and financial investors demand, lower risk projects. What makes a project less risky? Smaller scale, green, (less fossil fuel use / emissions), a predictable and sustainable plan of action to share with local communities and government agencies, a clear path from exploration to reclamation and therefore a better chance of obtaining project financing. That is exactly what Dajin Resources aims to do.

Dajin has demonstrated, solid financial backing allowing for the possibility of (Joint Venture) partnering with peers, and farming out minority interests in their 100% owned properties. Dajin has both time and options, a rare combination in this brutal natural resource downturn. Dajin trades at one of the lowest market caps of the very few viable (my opinion only) lithium plays. Those looking for pure-play lithium exposure should include Dajin on their watch lists and due diligence review. A good place to start is at Dajin's excellent Corporate Website (Dajin.ca) and their blue-skyed S&P Market Access Profile.

Traditional hard rock mining, is time-consuming, energy and cost intensive. Recall that I described a number of factors supporting a less risky project? (harvesting brines in Dajin's case) A less risky project is more attractive to potential partners and investors. Riskier projects warrant a lot more due diligence, time and money to properly evaluate. A brine project, quicker into production at an initially smaller scale, with the above mentioned attributes, would have more appeal to a wider audience of interested parties.

Disclosures

Dajin Resources (ticker DJI.V) (DJIFF) – At the time this article was written, Dajin Resources was a sponsor of EpsteinResearch.com. Mr. Epstein owns shares of Dajin Resources. Investors should consult with their own advisors before making investment decisions. Mr. Epstein is not an investment advisor. The article on this company should be viewed in this context. This company is highly speculative and not suitable for all investors.
wesmail
0

Afgelopen tijd met deel winst amg in AVZ gestapt (€ 0,07) via De Giro in Frankfurt net als deze grote KOBALT-jongen uit China die mogelijk LATER een overnamebod gaat doen op deze Lithium-explorer met veelbelovende boorresultaten o.a. ook in Kongo. Binnenkort ook nog meer resultaten van boringen en wie weet nog meer stijging. Puur speculatief. Op Hot Copper kun je de pump & dump verhalen volgen. Omdat er ook andere metalen in de grond zitten zou voor het Lithium kostprijs Au$ = 0,0 zijn. Prijs nu € 0,09. China heeft heel veel Lithium nodig om alle aangescherpte klimaat- en milieudoelstellingen te halen.

Succes








A 5 Billion dollar Cobalt company changing it's core focus to lithium. That's very bullish for lithium when you consider price and supply issues with Cobalt.

Metal Firm Huayou Cobalt Eyes Lithium Resources, Agrees to Acquire 11.2% Stake in AVZ Minerals


Yicai Global) Aug. 14 -- Chinese non-ferrous metal producer Zhejiang Huayou Cobalt Co. [SHA:603799] will acquire an 11.2-percent stake in AVZ Minerals Ltd. [ASX:AVZ] for USD10.2 million (AUD13.0 million).

Zhejiang Huayou Cobalt said yesterday that its wholly-owned subsidiary, Huayou International Mining (Hong Kong) Ltd., has signed an equity purchase agreement with AVZ to buy 186 million new AVZ shares for AUD0.07 apiece. The deal includes an option to buy an additional 186 million shares at a strike price of AUD0.1 in 20 months.

AVZ floated on the Australian Securities Exchange in September 2007 and is mainly engaged in mineral exploration in Africa, Zhejiang Huayou Cobalt said. AVZ owns a 60-percent interest in the Congo’s Manono lithium mine project, which is in the exploration phase and may contain lithium resources.

Zhejiang Huayou Cobalt said it will focus on lithium new energy materials as a core business and that the purchase of AVZ shares will help it promote its resource development strategy in Africa and secure materials for advancing its lithium new energy material business.
Alex W
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DeZwarteRidder
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quote:

Alex W schreef op 16 aug 2017 om 10:27:


Ik kan AVZ niet vinden bij Frankfurt/de giro.
Wat is de zoekcode?

Het is heel dom om dit soort flutaandelen in Frankfurt te kopen, vanwege de minimale omzet daar.
Kopen lukt meestal wel, maar verkopen is een ander verhaal.

AVZ zal waarschijnlijk nooit een producerende mijn worden.
bogie
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quote:

DeZwarteRidder schreef op 16 aug 2017 om 10:34:


[...]
Het is heel dom om dit soort flutaandelen in Frankfurt te kopen, vanwege de minimale omzet daar.
Kopen lukt meestal wel, maar verkopen is een ander verhaal.

AVZ zal waarschijnlijk nooit een producerende mijn worden.


Niet slim van jou om daar dan zelf te kopen :)
DeZwarteRidder
0
quote:

bogie schreef op 16 aug 2017 om 10:46:


[...]Niet slim van jou om daar dan zelf te kopen :)

Ik koop nooit flutaandelen in Frankfurt.....

Als ik flutaandelen koop dan doe ik dat op de plek met de meeste omzet....
wesmail
0
Zwarte Ridder, bedankt voor je waarschuwing. Je hebt vast gelijk. Ik beleg speculeer in ieder geval zo in € en niet in Aus$. Bovendien handel ik liever op normale tijden ipv Australische tijden. En het is gratis geld dankzij AMG. Voor mij is het kopen van AVZ impulsief handelen nadat ik het aandeel een tijdje heb gevolgd.

Mijn gedachte is 100% overnamebod door de grote Chinees de komende weken/maanden en dan kan ik ze altijd kwijt in frankfurt of ik verkoop ze de komende weken weer en dan maar met iets minder % winst. Er worden elke dag wel 1.000.000 stuks verhandeld in Frankfurt (en zoveel heb ik er niet).
Chinese bedrijven zijn welkom in Kongo, bouwen spoorlijnen voor transport van erts. Het feit dat ze zo groot instappen geeft mij vertrouwen en geeft voedsel voor speculaties voor overname. Als iemand als Klaus Eckhof zijn naam verbindt aan dit bedrijf dan is dat voor mij ook een hele grote plus. Een echte explorer die veel geld heeft verdiend door zijn bedrijven steeds te laten overnemen. AVZ gaat dus inderdaad nooit produceren. De grote Chinees heeft nu al 10% van de aandelen verworven met optie voor nog 10%. Er komen zeer binnenkort nog meer boorresultaten, de 1e van eind juli waren zeer goed.

Nogmaals ... speculaties en de wens om weer een keer de bingo te treffen.

Succes.
DeZwarteRidder
0
quote:

wesmail schreef op 16 aug 2017 om 12:16:


Zwarte Ridder, bedankt voor je waarschuwing. Je hebt vast gelijk. Ik beleg speculeer in ieder geval zo in € en niet in Aus$. Bovendien handel ik liever op normale tijden ipv Australische tijden. En het is gratis geld dankzij AMG. Voor mij is het kopen van AVZ impulsief handelen nadat ik het aandeel een tijdje heb gevolgd.

Mijn gedachte is 100% overnamebod door de grote Chinees de komende weken/maanden en dan kan ik ze altijd kwijt in frankfurt of ik verkoop ze de komende weken weer en dan maar met iets minder % winst. Er worden elke dag wel 1.000.000 stuks verhandeld in Frankfurt (en zoveel heb ik er niet).
Chinese bedrijven zijn welkom in Kongo, bouwen spoorlijnen voor transport van erts. Het feit dat ze zo groot instappen geeft mij vertrouwen en geeft voedsel voor speculaties voor overname. Als iemand als Klaus Eckhof zijn naam verbindt aan dit bedrijf dan is dat voor mij ook een hele grote plus. Een echte explorer die veel geld heeft verdiend door zijn bedrijven steeds te laten overnemen. AVZ gaat dus inderdaad nooit produceren. De grote Chinees heeft nu al 10% van de aandelen verworven met optie voor nog 10%. Er komen zeer binnenkort nog meer boorresultaten, de 1e van eind juli waren zeer goed.
Nogmaals ... speculaties en de wens om weer een keer de bingo te treffen. Succes.

Er komt geen bod van die Chinees; hoogstens nemen ze de tent over als AVZ failliet is.
En je belegt toch echt in AUD, want de koers wordt dagelijks aangepast aan de valutakoers.

Klaus Eckhof is betrokken bij meer dan 20 flutbedrijfjes in de exploratiesector; deze man leeft op de portemonnee van z'n aandeelhouders.

www.bloomberg.com/profiles/people/182...
DeZwarteRidder
1
Prices of lithium carbonate, the primary base-chemical produced by the industry, more than doubled in the five years to 2016, according to UBS Group AG. The material advanced about 5 percent to average $14,250 a ton in July from June, according to Benchmark Mineral.

With demand expected to keep rising as electric cars gain a bigger share of the global auto fleet, Argentina and Chile are attracting interest from mining companies because it costs about $2,000 to $3,800 a ton to extract lithium from brine, compared with $4,000 to $6,000 a ton in Australia, where lithium is mined from rock.

Still, most projects are expected to struggle to get off the ground.

Of the 39 lithium ventures tracked by CRU, only four have firm commitments, and all of those are in China, adding about 24,000 tons of annual supply. Another 10 projects representing 400,000 tons are rated “probable” -- in Canada, Chile, China, Mexico, Argentina and Australia -- but probably only about 30 percent will make it into production, CRU said.

www.bloomberg.com/news/articles/2017-...
DeZwarteRidder
0
OROCOBRE LTD NPV (OTCMKTS:OROCF) Breaks Higher on Strong Data
By Jermaine Farmer -
September 1, 2017

OROCOBRE LTD NPV (OTCMKTS:OROCF) is a very interesting player in the commodities space. OROCF just popped on a strong breakout move that constituted a true breakout above the key, major moving averages (the 50-day, 100-day, and 200-day) all at once, and on strong volume. The catalyst was quite clear: OROCF just announced its financial results, highlighted by a profit of US$19.4 million impacted by impairment of Borax Argentina of US$8.1 million, and sale of assets of US$14.8 million. That compares with a prior year fiscal loss of $22M.

OROCF Managing Director and CEO, Richard Seville said: “In 2017, Orocobre came to the fore as a mainstream, profitable, low-cost producer of lithium carbonate. We continued to develop and expand our customer base as we produced 11,682 tonnes of lithium carbonate (~5-6% of global supply) from one of the lowest cost bases in our industry.” With such excitement emerging about the lithium market once again this year, the company’s positioning and newfound success stoked traders into action this week, driving shares of the stock higher.

OROCOBRE LTD NPV (OTCMKTS:OROCF) trumpets itself as a company building a substantial Argentinian-based industrial minerals company through the construction and operation of its portfolio of lithium, potash and boron projects and facilities.

OROCF explores for and develops lithium, potash, and salar mineral properties primarily in Argentina. Its flagship project is the Salar de Olaroz lithium project that covers 63,000 hectares of tenements located in the northwest province of Jujuy.

The company also produces boron minerals and refined chemicals. Orocobre Limited is headquartered in Milton, Australia.

According to company materials, “Orocobre Limited (Orocobre) is a dynamic global lithium carbonate supplier and an established producer of boron. Orocobre is dual-listed on the Australia and Toronto Stock Exchanges (ORE.AX), (ORL.TO). Orocobre’s operations include its Olaroz Lithium Facility in Northern Argentina, Borax Argentina, an established Argentine boron minerals and refined chemicals producer and a 35% interest in Advantage Lithium.”
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