Kobalt (aandelen, ETF's/trackers, etc.)
Re: Kobalt (aandelen, ETF's/trackers, etc.)
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alles kan beter
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Re: Kobalt (aandelen, ETF's/trackers, etc.)
First Cobalt Corp :
FIRST COBALT RECEIVES CFIUS APPROVAL FOR US COBALT ACQUISITION
ANTICIPATED THAT TRANSACTION WILL BE COMPLETED BEFORE OPENING OF MARKETS ON JUNE 4, 2018
FIRST COBALT RECEIVES CFIUS APPROVAL FOR US COBALT ACQUISITION
ANTICIPATED THAT TRANSACTION WILL BE COMPLETED BEFORE OPENING OF MARKETS ON JUNE 4, 2018
Wanneer de mensen succes hebben, wijten ze het aan hun bekwaamheden, wanneer zij falen, wijten zij het aan het toeval.
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alles kan beter
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Re: Kobalt (aandelen, ETF's/trackers, etc.)
Wanneer de mensen succes hebben, wijten ze het aan hun bekwaamheden, wanneer zij falen, wijten zij het aan het toeval.
-
alles kan beter
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Re: Kobalt (aandelen, ETF's/trackers, etc.)
Laatst gewijzigd door alles kan beter op 05 jun 2018 12:19, 1 keer totaal gewijzigd.
Wanneer de mensen succes hebben, wijten ze het aan hun bekwaamheden, wanneer zij falen, wijten zij het aan het toeval.
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alles kan beter
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Re: Kobalt (aandelen, ETF's/trackers, etc.)
Wanneer de mensen succes hebben, wijten ze het aan hun bekwaamheden, wanneer zij falen, wijten zij het aan het toeval.
-
alles kan beter
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- Lid geworden op: 03 aug 2017 08:03
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Re: Kobalt (aandelen, ETF's/trackers, etc.)
ceo first cobalt :
Dear Investor:
I am excited to mark the beginning of a new chapter for First Cobalt and I am delighted to welcome former US Cobalt shareholders to the Company.
The global fleet of electric vehicles grew 54% in 2017, however this only represents a little over 1% of global vehicle sales. The EV revolution is still in its infancy, yet cobalt production is in a deficit position and is projected to remain there for several years.
Assertions that cobalt could soon be eliminated altogether from electric vehicles are simply wrong. We are indeed moving towards an era of lower cobalt content per vehicle, but this has positive implications for cobalt producers as it lowers the price of the battery packs which in turn will accelerate mass adoption of EVs over combustion engines. Benchmark Mineral Intelligence forecasts that cobalt density in EVs will decrease by 60% from 2017-2026 and yet total cobalt EV demand will increase more than 300% as more people opt for electric vehicles.
Miners are now playing catch up and success will come to the first movers who have the right team, in the right jurisdiction, with the right assets.
Over the past year, four cobalt companies have come together under the First Cobalt banner to create a vertically integrated, North American pure play cobalt company with assets in two of the best jurisdictions in the world – Idaho and Ontario . First Cobalt has demonstrated an ability to act swiftly to build a company that can deliver meaningful cobalt supply and shareholder value in this rapidly moving cobalt environment.
As we move into the second half of 2018, some key milestones you can look forward to include:
Iron Creek Project ( Idaho, USA ) – The Iron Creek Project has a historic mineral resource estimate (non-compliant with NI 43-101*) of 1.3M tons grading 0.59% cobalt. A new resource estimate is underway based on 2017 drilling and the success of that drill campaign was key to our decision to acquire US Cobalt. We have now commenced a more ambitious drill program aimed at doubling the strike length of the known cobalt mineralization to 900 metres by the end of 2018, which will support an updated mineral resource estimate and provide us with a better understanding of the size of potential future operations. Mineralization identified to date is contained within patented property, which is advantageous for permitting. As we continue to build our team, we will share with you details of metallurgical work and other critical path items.
First Cobalt Refinery ( Ontario, Canada ) – First Cobalt owns the only permitted cobalt refinery in North America capable of producing battery materials. This is significant because most cobalt in North America is found with high arsenic, which our refinery was designed to treat – unlike cobalt refineries found elsewhere in the world. We recently initiated a study for a restart and expansion of the facility, which has been in a state of care and maintenance for three years. The refinery has the potential to treat feed material from First Cobalt's own projects, historic muckpile material in the Cobalt Camp, third party concentrates and recycled material – creating a North American supply of cobalt sulfate for the electric vehicle market.
Cobalt Camp ( Ontario, Canada ) – First Cobalt controls almost half of the historic Canadian Cobalt Camp, with more than 50 past producing mines over 100 km2. Early in our 2018 drill program, we identified a mineralized zone near Kerr Lake that now extends for over 350m . The goal is to assess near-surface mineralization that could be amenable to open pit mining. These are early days for a mining camp that has been largely forgotten for over 60 years and the upside potential from this camp is significant.
The strategy heading into 2018 was to (1) grow through strategic acquisition, (2) create shareholder value through exploration and (3) capitalize on early cash flow opportunities. We have certainly achieved meaningful growth through the acquisition of Iron Creek and we continue to have exploration success in both jurisdictions. The refinery is key to realizing early cash flow opportunities and we continue to assess our options for this asset.
First Cobalt is well positioned to benefit from the strong cobalt market as it builds a vertically integrated, North American cobalt company. As a shareholder, my goal is to make First Cobalt the "go to" name for exposure to the cobalt space. I believe we offer everything that investors are looking for:
Industry Leading Team
Vertically Integrated, North American Cobalt Assets
Pathway to Primary Cobalt Production
On behalf of the First Cobalt team, I would like to thank you for your support. I will continue to work tirelessly for your interests, as I truly believe that our best days are ahead of us.
Regards,
Trent Mell
President & CEO
Dear Investor:
I am excited to mark the beginning of a new chapter for First Cobalt and I am delighted to welcome former US Cobalt shareholders to the Company.
The global fleet of electric vehicles grew 54% in 2017, however this only represents a little over 1% of global vehicle sales. The EV revolution is still in its infancy, yet cobalt production is in a deficit position and is projected to remain there for several years.
Assertions that cobalt could soon be eliminated altogether from electric vehicles are simply wrong. We are indeed moving towards an era of lower cobalt content per vehicle, but this has positive implications for cobalt producers as it lowers the price of the battery packs which in turn will accelerate mass adoption of EVs over combustion engines. Benchmark Mineral Intelligence forecasts that cobalt density in EVs will decrease by 60% from 2017-2026 and yet total cobalt EV demand will increase more than 300% as more people opt for electric vehicles.
Miners are now playing catch up and success will come to the first movers who have the right team, in the right jurisdiction, with the right assets.
Over the past year, four cobalt companies have come together under the First Cobalt banner to create a vertically integrated, North American pure play cobalt company with assets in two of the best jurisdictions in the world – Idaho and Ontario . First Cobalt has demonstrated an ability to act swiftly to build a company that can deliver meaningful cobalt supply and shareholder value in this rapidly moving cobalt environment.
As we move into the second half of 2018, some key milestones you can look forward to include:
Iron Creek Project ( Idaho, USA ) – The Iron Creek Project has a historic mineral resource estimate (non-compliant with NI 43-101*) of 1.3M tons grading 0.59% cobalt. A new resource estimate is underway based on 2017 drilling and the success of that drill campaign was key to our decision to acquire US Cobalt. We have now commenced a more ambitious drill program aimed at doubling the strike length of the known cobalt mineralization to 900 metres by the end of 2018, which will support an updated mineral resource estimate and provide us with a better understanding of the size of potential future operations. Mineralization identified to date is contained within patented property, which is advantageous for permitting. As we continue to build our team, we will share with you details of metallurgical work and other critical path items.
First Cobalt Refinery ( Ontario, Canada ) – First Cobalt owns the only permitted cobalt refinery in North America capable of producing battery materials. This is significant because most cobalt in North America is found with high arsenic, which our refinery was designed to treat – unlike cobalt refineries found elsewhere in the world. We recently initiated a study for a restart and expansion of the facility, which has been in a state of care and maintenance for three years. The refinery has the potential to treat feed material from First Cobalt's own projects, historic muckpile material in the Cobalt Camp, third party concentrates and recycled material – creating a North American supply of cobalt sulfate for the electric vehicle market.
Cobalt Camp ( Ontario, Canada ) – First Cobalt controls almost half of the historic Canadian Cobalt Camp, with more than 50 past producing mines over 100 km2. Early in our 2018 drill program, we identified a mineralized zone near Kerr Lake that now extends for over 350m . The goal is to assess near-surface mineralization that could be amenable to open pit mining. These are early days for a mining camp that has been largely forgotten for over 60 years and the upside potential from this camp is significant.
The strategy heading into 2018 was to (1) grow through strategic acquisition, (2) create shareholder value through exploration and (3) capitalize on early cash flow opportunities. We have certainly achieved meaningful growth through the acquisition of Iron Creek and we continue to have exploration success in both jurisdictions. The refinery is key to realizing early cash flow opportunities and we continue to assess our options for this asset.
First Cobalt is well positioned to benefit from the strong cobalt market as it builds a vertically integrated, North American cobalt company. As a shareholder, my goal is to make First Cobalt the "go to" name for exposure to the cobalt space. I believe we offer everything that investors are looking for:
Industry Leading Team
Vertically Integrated, North American Cobalt Assets
Pathway to Primary Cobalt Production
On behalf of the First Cobalt team, I would like to thank you for your support. I will continue to work tirelessly for your interests, as I truly believe that our best days are ahead of us.
Regards,
Trent Mell
President & CEO
Wanneer de mensen succes hebben, wijten ze het aan hun bekwaamheden, wanneer zij falen, wijten zij het aan het toeval.
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forward_into_battle
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Re: Kobalt (aandelen, ETF's/trackers, etc.)
Niet te rap panikeren. Ondertussen staat Giga Metals alweer aan 0.28 cad, met intraday stijging van 24,44%, sorry gede !Lfm schreef:Ok ja giga metals is mijn grootste fout op de beurs geweest..
De koers van Giga Metals is aan het herstellen. Waarom dit aandeel zo een extreem hoge volatiliteit heeft snap ik ook niet goed. Ik vermoed dat het te maken heeft met de minder goede berichtgeving rond Tesla. Het momentum was wat weg sedert eind vorig jaar toen Giga Metals nog de 0.80 cad aantikte. En de ene verkoop zet de andere verkoop in gang. Maar in weze was de Giga Metals van 80 dollarcent identiek hetzelfde bedrijf als dat van pakweg 20 dollarcent (1/4 van de beurswaardering op slechts een aantal maanden). Het heeft gewoon te maken met de emotionaliteit van de belegger, het heeft niks met logica of met het bedrijf zelf te maken.
Het is immers geen exploratiebedrijf dat nog alles te bewijzen heeft. Giga Metals is een development bedrijf met Turnagain als hun belangrijkste asset. Turnagain is het grootste undeveloped nickel sulfaat deposit ter wereld. Giga Metals is 100% eigenaar van Turnagain. Toen het bedrijf nog Hard Creek Nickel noemde werden er 204 drill holes uitgevoerd. Hierdoor bekwam men de 43-101 (resource estimate) van 4 miljard pond nickel en 250 miljoen pond cobalt (indicated). Deze nickel is kwalitatief onder te brengen in Class I nickel, dus geschikt voor de elektrische batterij.
In mei 2007 bereikte het toenmalige Hard Creek Nickel een market cap van meer dan 200 miljoen dollar. Een aantal jaren geleden werd er een economische studie besteld die Turnagain economisch leefbaar noemde met een nickel prijs vanaf 8 dollar en een cobalt prijs vanaf 15 dollar. Ondertussen zitten we bijna aan een nickel prijs van 7 dollar en de cobaltprijs is inmiddels ruim boven de 40 dollar gestegen. Het is inmiddels ook duidelijk dat nickel in een upward trend gekomen is. Nickel is trouwens het best presterende base metal van 2018. En als je weet dat er in een elektrische batterij voor 20 kg aan nickel zit, dan ziet het er bijzonder rooskleurig uit voor nickel. Ik vind dus dat Giga Metals met een market cap van amper 10 miljoen dollar zwaar ondergewaardeerd is. Ik denk dan ook dat je met Giga Metals een goede leverage gaat hebben met de nickel prijs.
PS : dit is geen beleggingsadvies, dit is enkel mijn persoonlijke visie over Turnagain en Giga Metals
port : GRDM, GXU, UUUU, FCU, DNN, MUX, JAG
Nuclear Power on the rise !!!
Nuclear Power on the rise !!!
-
forward_into_battle
- Forum veteraan
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Re: Kobalt (aandelen, ETF's/trackers, etc.)
En inmiddels staat Giga metals alweer op 0.34, stijging van +33.33%
port : GRDM, GXU, UUUU, FCU, DNN, MUX, JAG
Nuclear Power on the rise !!!
Nuclear Power on the rise !!!
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alles kan beter
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Re: Kobalt (aandelen, ETF's/trackers, etc.)
Blackadder liked last!
Wanneer de mensen succes hebben, wijten ze het aan hun bekwaamheden, wanneer zij falen, wijten zij het aan het toeval.
-
alles kan beter
- Forum veteraan
- Berichten: 1319
- Lid geworden op: 03 aug 2017 08:03
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- waarderingen: 489
Re: Kobalt (aandelen, ETF's/trackers, etc.)
'De analistendag in Zuid-Korea bevestigt dat Umicore UMI0,54% van drie megatrends profiteert: de schaarste aan grondstoffen (vooral kobalt), de strengere regelgeving rond de CO2-uitstoot en de opkomst van de e-auto', zegt Nathalie Debruyne van het beurshuis Degroof Petercam.
Wanneer de mensen succes hebben, wijten ze het aan hun bekwaamheden, wanneer zij falen, wijten zij het aan het toeval.
