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Energiewende mit Mincor

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17.02.21 14:49

9368 Postings, 3150 Tage SternzeichenEnergiewende mit Mincor

Die Energiewende beginnt und endet mit Metallen. Wenn Sie kohlenstoffarme / kohlenstoffarme Energie erzeugen, übertragen oder speichern möchten, benötigen Sie Aluminium, Kobalt, Kupfer, Nickel und Lithium. ?

Nachdem die Lithium Aktien in den letzten Tage weltweit sehr stark performten sollten nun bald auch wieder Nickel-Unternehmen in den Köpfen der Anleger nach vorne rücken. Lithium und Nickel gehören beim Thema EV einfach zusammen.

Es gehört auch FPX Nickel ( FPX Canada ) dazu wenn man woanders investieren will.

Nur mal nachgedacht und keine Kaufempfehlung!

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03.08.21 18:10

9368 Postings, 3150 Tage SternzeichenVon Minco zu BHP und dann zu Tesla

https://thewest.com.au/business/...r-revs-bhps-engines-ng-b881953269z
Diggers & Dealers 2021: Nickel a Musk buy as EV maker revs BHP?s engines
Jason MennellThe West Australian
Mon, 2 August 2021 2:00AM
Jason Mennell



Tesla?s Elon Musk signed a nickel supply agreement with BHP Nicket West last month. (Photo by Britta Pedersen-Pool/Getty Images) Credit: Pool/Getty Images, Pool

Nickel is not about to steal the limelight in a region famed for its gold.
But the base metal came close last month when BHP revealed nickel being mined in the Goldfields will play a pivotal role in the future of Elon Musk?s electric vehicle empire.
The finer details of the deal that will see BHP supplying high-grade nickel to Tesla remain to be seen.

In the meantime BHP?s spruce-up of its Nickel West division appears to have been justified.
Speculation was rife late last year that Nickel West was lining itself up for a deal with Tesla.
Mr Musk had been guaranteeing a ?giant contract for a long period of time? for an efficient and environmentally sensitive miner in a bid to head off an anticipated future supply crunch.

At last year?s Diggers & Dealers Mining Forum, Nickel West talked up its green credentials.
During the company?s charm offensive, that could have been mistaken as an audition for Tesla, it outlined plans to eliminate sulphur emissions at its Kalgoorlie nickel smelter and cut carbon emissions at its operations by 30 per cent by 2030.
That formed part of a more ambitious plan to have an operational carbon-neutral footprint by 2050.
Just days after last year?s conference, Nickel West announced a 15-year extension of its power purchase agreement with Southern Cross Energy that allows it to integrate renewable energy into its operations.
Nickel West said then that studies for renewable energy supply and a reduction in carbon emissions had also started.
That included an 18.5MW solar farm at Nickel West?s Leinster and Mt Keith operations in the northern Goldfields. A 17MW steam turbine system harnessing otherwise wasted furnace heat at the Kalgoorlie smelter was also being put under the microscope.

In February Nickel West unveiled a bold new plan to slash emissions at its Kwinana nickel refinery by up to 50 per cent after signing a landmark agreement with the owners of the Merredin Solar Farm.
The 10-year power purchase agreement will help BHP reduce electricity emissions at the refinery by up to half by 2024.
The Kwinana plant plays a pivotal role in the company?s operations where granulated nickel matte from the Kalgoorlie smelter is refined into nickel powder and briquettes containing 99.8 per cent nickel.
That is then exported to overseas markets, with about 75 per cent sold to global battery material suppliers.


BHP last month reported in a full-year update that nickel output from its Kwinana refinery had soared 11 per cent to 89,000 tonnes.
It said that reflected the strong performance from its new operations and improved operational stability following major quadrennial maintenance shutdowns during the 2019-20 financial year.
With carbon reduction plans in full swing, four-yearly touch-ups complete and production on the rise, the environment was ripe for Tesla to move in.
When the deal was announced on June 22, BHP said Nickel West was one of the most sustainable and lowest carbon emission nickel producers in the world.

And the mining giant wasted little time in lauding its green credentials.
It said in addition to the supply agreement, BHP and Tesla would collaborate on ways to make the battery supply chain more sustainable.
That will see a focus on end-to-end raw material traceability, including identifying partners who are most aligned with BHP and Tesla?s principles and battery value chains.
BHP will also collaborate with Tesla to identify opportunities to lower carbon emissions in their respective operations through increased use of renewable energy.

BHP Minerals Australia president Edgar Basto said BHP had already produced some of the lowest carbon intensity nickel in the world.

?Sustainable, reliable production of quality nickel will be essential to meeting demand from sustainable energy producers like Tesla,? he said.
?The investments we have made in our assets and our pursuit of commodities like nickel will help support global decarbonisation and position us to generate long-term value for our business.?

BHP chief commercial officer Vandita Pant said demand for nickel in batteries was ?estimated to grow by over 500 per cent over the next decade, in large part to support the world?s rising demand for electric vehicles?.
Indeed, BHP?s renewed nickel focus is not an aberration.


The nickel price tells a story.
It has moved from about US$6.90/lb at this time last year to about US$8.80/lb at the end of last month.
But while the nickel price charts some of the optimism surrounding the base metal, so too does the renewed interest in the commodity in the Goldfields.

Mincor Resources? reawakening of the Kambalda nickel district has seen it forecast first nickel concentrate late in the March quarter.
Having signed an offtake agreement with BHP in 2019, Mincor boss David Southam said Nickel West?s landmark nickel supply arrangement with Tesla showed how important sustainable nickel is to the future growth of the EV battery industry.
In the meantime Mincor is forging ahead with its Woodall decline at its greenfields discovery at its cornerstone Cassini deposit while also hailing promising nickel hits on a 1.1km stretch of untested ground between its historic Long and Durkin North mines.

 

04.09.21 13:42

9368 Postings, 3150 Tage SternzeichenMincor vergleich mit andere Nickelproduzenten

Mincor
Marktkap. 381,6 Mio. ?

Panoramic Resources
WKN: A0Q29H
ISIN: AU000000PAN4
Marktkap. 214,4 Mio. ?

POSEIDON NICKEL
WKN: A0MXJ7
ISIN: AU000000POS4
Marktkap. 214,4 Mio. ?




Die beiden zukünftig Nickelproduzenten aus Australien.

Nun, dann lasst uns mal MCR gegen PAN gegen POS richtig vergleichen, sollen wir -

Aktuelle Produktion tpa - 0 v 0 v 0
geschätzte Jahresproduktion Juli 2022 - 11 kt v 9 kt v 20 kt (CEO angegeben)
geschätzte Jahresproduktion Juli 2024 - 16 kt v 9 kt v 43 kt (3 Mühlen)
Investitionsaufwand - 97 Mio. v 45 Mio. v 37 Mio.
JORC ??reserviert jetzt 71 kt vs 94 kt vs 28 kt
JORC-Ressourcen jetzt - 196kt v 226kt v 395kt
(GESAMT 256.000 3,7 4.049.000 3,7 676.000 4,1 4.981.000 3,8 187.800
Anmerkung - Cassini 1.092.000 4,0 162.000 4,3 1.254.000 4,0 50.400)
JORC-Ressourcen der ersten abzubauenden Minen - 34 kt vs 91 kt vs 16 kt + 20 kt (Sept.)
JORC ??Reserven der ersten abzubauenden Minen - 34 kt vs 94 kt vs 7 kt + GS est 20 kt (Sept.)
JORC ??kombinierte Reserven/Ressourcen bei den ersten geplanten Minen - 34 kt vs 185 kt vs 16 kt SS + GS 20 kt (Sept.)
dh Cassini 1.050.000 3,3 1.050.000 3,3 34.300

Anzahl der Minen mit gebauter Mine sinkt direkt zum Erzkörper - 1 gegen 1 gegen 7
gebaute Verarbeitungskapazität Tpa - 0,00 Mio. v 1,5 Mio. v 3,7 Mio
Anzahl der eigenen gebauten Ni-Konzentratoren - 0 v 1 v 3 (2 Kreise in der BS-Mühle)
Anzahl der gebauten Landebahnen - 0 v 0 v 3
Anzahl der gebauten Minenlager - 1 gegen 1 gegen 3
Anzahl der gebauten Toiletten in allen Minenlagern - 10 v 8 v 27
durchschnittliche Gehalte der ersten geplanten Minen - 3,3% Cassini vs. 1,23% Sav vs 6,3% GS & 9,5% SS

hochgradige Minenausfälle - 3,3% Cassini vs. 1,23% Sav vs 9,1% SS/5,1% EA/6,3% GS

Mcaps ? 623 Mio. $ vs. 420 Mio. $ vs. 367 Mio. $



Cassini mit 34 kt ziemlich klein und mit 3,3% ein viel geringerer Gehalt im Vergleich zu Silberschwan von 9,5%, der das Dreifache des Gehalts ist. Die  MCR-Infrastruktur viel kleiner als PAN POS, daher die wesentlich höheren Investitionen.

Die Reserven und Ressourcen von PANs übersteigen die Summe von MCRs und POS verdoppelt sich, aber beide andere Minen PAN POS sind nur die Hälfte der MCap von MCR!


Größere Investitionen, niedrigere Gehalte der tatsächlich abzubauenden Minen, die Hälfte der Ressourcen, die Hälfte der Produktion, geringe Infrastruktur und überhaupt keine Verarbeitungsanlage zu exorbitanten BHP-kontrollierten Maut- und Transportgebühren.

Und dann ist Mincor das ist das Doppelte wert gegenüber der Konkurrenz?

Es sieht so auch als ob es bei den Nickelminen gerade eine Blase gibt und daher Vorsicht geboten ist.

Und Sie sitzen gerade auf diesen Höhen.

Dies  alles soll keine Kaufempfehlungen sein und es ist geboten auch hier eigene Recherchen zu machen und es wäre schön von andere, deren Sichtweise etwas zu lesen.

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