This discussion provides the current and future of of Li, G, NAM; H2O and more…
After Fukushima REBECCA JOHNSON 24 March 2011 https://www.opendemocracy.net/5050/rebecca-johnson/after-fukushima
LONG TSX-V: GGG $0.25 OTCQB: $GPHBF $0.19, July 28, 2016 Graphene 3D Lab Introduces New Type of Single Layer Graphene Material:
http://www.graphene3dlab.com/s/news.asp?ReportID=757543&_Type=News&_Title=Graphene-3D-Lab-Introduces-New-Type-of-Single-Layer-Graphene-Material
$GLFN – http://galenfeha.com/ and #Gummune
…
Author: arch1 Comment: http://www.stockgumshoe.com/2016/03/microblog-club-house-for-the-discussion-of-religion-politics-and-other-unmentionables-volume-5/comment-page-17/#comment-4886050 New development for battery research to make electric vehicles practical and cost competitive…
Best2You ~ Benjamin @H0U3
This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.
$FYI – Carmakers are talking about buying their own cobalt mines to ensure supply
https://stockhead.com.au/resources/carmakers-are-talking-about-buying-their-own-cobalt-mines-to-ensure-supply/?utm_medium=email&utm_campaign=Stockhead%20Morning%20Newsletter%20Wed%20Feb%206&utm_content=Stockhead%20Morning%20Newsletter%20Wed%20Feb%206+CID_9d1058c493886698b67667826bfc0684&utm_source=Campaign%20Monitor&utm_term=Carmakers%20are%20talking%20about%20buying%20their%20own%20cobalt%20mines%20to%20ensure%20supply
$ECSIF long
$FYI – Megafactories buildout could up nickel demand in batteries 19 fold—Benchmark
“Benchmark Mineral Intelligence is now tracking 70 lithium ion battery megafactories under construction across four continents, 46 of which are based in China with only five currently planned for the US. When I gave my last testimony in October 2017, the global total was at 17,” Moores said.”
http://www.mining.com/battery-megafactories-buildout-nickel-demand-19-fold-benchmark/
$FYI – The Battery Race in the US and How Lithium Plays a Leading Role
“On Monday, February 4th, investors were charged up as Maxwell Technologies, Inc. (Nasdaq:MXWL), a developer and manufacturer of energy solutions announced it has entered into an agreement to be acquired at $4.75 per share by electric car company, Tesla, Inc. (Nasdaq:TSLA). The stock traded over 18 Million shares and was up over 49% for the day.”
https://globenewswire.com/news-release/2019/02/06/1711361/0/en/The-Battery-Race-in-the-US-and-How-Lithium-Plays-a-Leading-Role.html
$CECBF lp
Informative article on Cell Cube’s targeting the UK. and partner…
https://www.energy-storage.news/news/uks-capacity-market-becomes-target-for-flow-battery-maker-cellcube
CECBF — Long…. CellCube would like to report on Regency Gold Corp. entering into a definitive agreement dated February 8th, 2019 to acquire Vanadium North Resources Inc….. https://finance.yahoo.com/news/cellcube-announces-regency-gold-enters-154000055.html ….Cowboy
$CECBF lp OK….am I the only one who doesn’t understand what is happening with this definitive agreement and what it means to CellCube holders? Does anyone really know why Regency Gold was chosen?
Given the long duration for this spin-off to take place and lack of details all along, call me suspicious. I know that I am losing it mentally, but honestly, something seems not right here.
Yo Cowboy! Long time buddy! Hope that you are back into full swing with your knee.
As I just stated above, I think that my brain is playing with me more and more. (Heh…my portfolio looks like it has played with me for years!)
Hey Brother Edski, I am with you on this deal. I have been dealing with this winter weather in Kansas and Missouri and have not had a good opportunity to dig into this like I want. I am head scratchin on this deal too ! Maybe someone can fill us in on it soon. My knee is good Brother ! Actually got a promotion after I came back, I don’t have to climb much anymore…..Just in time too ! ….Cowboy
edski/cowboy – little tidbit from mark at IKN re Regency Gold. He holds back no opinions…..
Capitalism will eat itself
Posted: 13 Feb 2019 05:56 AM PST
The silver lining to the ever-increasing cycle speed of these stupid minor metal fads is that Vancouver can’t even get the bullshit juniors out into the public sphere quickly enough before the pump falls flat. “Valley of Vanadium”? Dear Lord of All Mining Gods, save us from this pablum.
VANCOUVER, Feb. 13, 2019 /CNW/ – Regency Gold Corp (“Regency” or the “Company”) (NEX: RAU.H) is pleased to announce that it has entered into a definitive agreement (the “DA”) dated February 8, 2019, with Vanadium North Resources Inc. (“Vanadium North”), pursuant to which the Company has agreed to acquire all of the issued and outstanding common shares of Vanadium North (the “Acquisition”).
Vanadium North is a privately-owned Canadian mining company, which holds the Valley of Vanadium project (the “Valley of Vanadium”) in the Northwest Territories. The 9,600 hectare project is comprised of wholly-owned claims in addition to an option to acquire 100% of mining claims owned by Strategic Metals Ltd. (“Strategic Metals”), previously known as the Van project. Strategic Metals and Vanadium North are arm’s length parties from each other. continues here
Mind you, they’ll still find enough dumbasses to rope together and become hardcore cheerleaders. CEOca built a whole platform on the premise.
Yes Lulu. Thanks, I saw that but still can’t start to explain the idea of the “package” to me anyway. Maybe that is his way of saying so himself. But this deal has been very curious….especially since it’s selling itself as a vertically integrated company.
Maybe we’ll see what is going on soon…..maybe.
$CECBF (? for how much longer lp)
Sum-beach!………..2/20/19
I’m with ya Edski ! I really don’t have a big money position in this at all. We are in this area way early I know, so I’m gona roll with the flow ( down hill it appears ) and I’m reminded of a sayin an old wise kung fu man used to say on a TV show that I watched back in the day…Patience Grasshopper…Cowboy
$FYI – Top Cobalt Producers And Some Cobalt Juniors To Consider
by Matt Bohlsen – Includes: AEOMF, AMSLF, ARRRF, BKTPF, BRCSF, CBBHF, CMCLF, CSSQF, CTEQF, ECSIF, FTMDF, FTSSF, GLCNF, GMRSF, HLPCF, KATFF, NDENF, NILSY, NZRIF, RNKLF, SHERF, SMMYY, UMICY, VALE
Summary
An update on cobalt demand and supply.
Top five cobalt producers and other smaller producers – a brief review and update.
Cobalt juniors with a reasonable chance to be producers by 2023.
https://seekingalpha.com/article/4241938-top-cobalt-producers-cobalt-juniors-consider?isDirectRoadblock=true
$ARRRF $CLTEQ $ECSIF long
$FYI – Energy-Storage.news – 2/19/2019
Some of todays articles;
Shell to acquire battery firm sonnen
Centrica: Residential solar-plus-batteries could mean 4.5GW more flexible capacity for the UK
Philadephia Solar’s solar-plus-storage plant in Jordan is up and running
Senate examines scope and exclusivity of Solar Philippines mini-grid franchise
http://go.pardot.com/webmail/83602/433349098/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
An article from SA about electric cars market share blasting forward in 2018 https://seekingalpha.com/article/4241867-electric-car-market-share-blasted-higher-h2-2018?isDirectRoadblock=false …..Cowboy
$ECSIF – eCobalt Announces Cost Control Measures in Response to Market Conditions
“The cobalt price has fallen more than fifty percent since mid 2018 due to a current oversupply of product on the market resulting from excess cobalt production coming out of the Democratic Republic of the Congo and refined supply from China. While the long-term fundamentals for cobalt remain very strong, forecast prices for the near term have dropped as a result of this oversupply.”
https://us1.campaign-archive.com/?e=88e92dec52&u=48d6f8a3a5982db8c0c869672&id=7ef6f2ba30
ECSIF long
From GTM today…Making Flow Batteries more competitive with Lithium https://www.greentechmedia.com/articles/read/new-path-to-market-for-flow-batteries-rent-an-electrolyte?utm_medium=email&utm_source=Storage&utm_campaign=GTMStorage#gs.vacSNOWE …..Cowboy
CECBF–LP….. News release today about recent share price volatility…. https://finance.yahoo.com/news/cellcube-reports-no-material-change-143000468.html ….Cowboy
FVANF–LP…..Storage news from Vanadium Corp… https://www.vanadiumcorp.com/news/industry/novel-battery-undergoing-tests-at-aertc/ …..Cowboy
$FYI – Cobalt Miners News For The Month Of February 2019
by Matt Bohlsen @sa – Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BHP, BKTPF, BRCSF, BRVVF, CBBHF, CBLLF, CMCLF, CSSQF, CTEQF, ECSIF, FCX, FQVLF, FTMDF, FTSSF, GBLEF, GLCNF, GMRSF, HLPCF, HNLMF, IIDDY, KATFF, KBGCF, MCRZF, MLXEF, NDENF, NILSY, NMREF, NZRIF, OZMLF, PANRF, PLM, PTNUF, RGARF, RNKLF, SHERF, SMMYY, SNNAF, UMICY, USCFF, WCTXF
Summary
Cobalt spot prices fell further in February.
Cobalt market news – New DRC cobalt supply has crashed cobalt prices. Glencore says “that’s likely to be temporary.”
Cobalt miners news – Glencore announces $3 billion buyback plan.
https://seekingalpha.com/article/4243918-cobalt-miners-news-month-february-2019?isDirectRoadblock=true
$FYI – Lithium Miners News For The Month Of February 2019
by Matt Bohlsen – Includes: AISSF, ALB, ALTAF, AMVMF, ARYMF, AZZVF, BCRMF, CR
Summary
Lithium carbonate and spodumene prices were basically flat in February.
Lithium market news – Albemarle bullish on lithium outlook. OilPrice.com reports – “Oversold lithium could be about to rally.”
Lithium company news – Nemaska Lithium shocks the market announcing they need C$375m more funds.
https://seekingalpha.com/article/4243993-lithium-miners-news-month-february-2019?isDirectRoadblock=true
$FYI – Lithium Junior Miner News For The Month Of February 2019
by Matt Bohlsen @sa – Includes: AAL, ABEPF, AISSF, ARYMF, AVLIF, AVLNF, AVNLF, AZZVF, BCLMF
Summary
Lithium carbonate and spodumene prices were flat in February.
Lithium market news – Benchmark Minerals – Battery demand for lithium is forecast to increase 9x in the next decade.
Junior lithium miner company news – The lithium juniors are progressing well with good drill results, resource upgrades, and progress on feasibility studies.
https://seekingalpha.com/article/4244308-lithium-junior-miner-news-month-february-2019?isDirectRoadblock=true
$FYI – Little Uncertainty Remains at NREL, Thanks to Improvements in PV Performance Measurement
If you were wondering who and how solar modules were rated this article gets into that and NREL is number one accredited.
https://www.nrel.gov/news/features/2019/little-uncertainty-remains-at-nrel-thanks-to-improvements-in-pv-performance-measurement.html?utm_source=NREL+News&utm_campaign=f51c0a8f60-EMAIL_CAMPAIGN_2019_02_25_03_10&utm_medium=email&utm_term=0_807f77e7f4-f51c0a8f60-289507707
$VRB.V – National Entry Phases Filed in South Africa, India and the United States for VanadiumCorp-Electrochem Processing Technology (VEPT)
I don’t know what the time frame is for patent approval but this could be a start when this happens.
https://www.vanadiumcorp.com/releases/national-entry-phases-filed-in-south-africa-india-and-the-united-states-for-vanadiumcorp-electrochem-processing-technology-vept/
VRB np but looking
$FYI – THEnergy Newsletter
“Here is the February edition of our newsletter. You will find the following topics:
New THEnergy-Voltalia report
Energy and Mines Australia Summit – 20% discount for newsletter subscribers
New renewable energy projects in mining
Telecom Towers: A USD100 Billion+ Market Potential for Onsite Renewables & Energy Storage
Top 5 Hybrid Energy News featuring Resolute Mining, Ignite Energy, Wärtsilä, ContourGlobal, Unity Bank, Daystar Power, Nama Holding, Tanweer, GoviEx, and Windiga
Press review”
https://mailchi.mp/ed8c73484334/th-02-19?e=99e20dc568
$FYI – Graphite Miners News For The Month Of February 2019
by Matt Bohlsen @sa – Includes: AMVMF, APMFF, BSSMF, CYLYF, CZSVF, DMNKF, ECORF, FCSMF, GLKIF, GPHOF, GRXXF, IMYSF, KBBRF, LEMIF, LMRMF, MGPHF, NGPHF, NMGRF, NSRCF, SRHYY, SYAAF, TLGRF, URNXF, WWR, ZENYF
Summary
China Graphite flake spot prices were down in February.
Graphite market news – Benchmark Minerals forecast graphite anode demand is set to go up 9 times in the next decade.
Graphite company news – Syrah Resources achieved >100kt production in the first year of operations.
“In my January 30, 2018 Trend Investing Interview with Benchmark Minerals Simon Moores said about graphite:
Spherical graphite anode plants, predominately based in China, were traditionally 5-10,000 tpa but now we are tacking four megafactories are looking to produce 60,000 to 100,000 tpa from 2020 onwards.”
https://seekingalpha.com/article/4244772-graphite-miners-news-month-february-2019?isDirectRoadblock=true
$FYI – Vanadium Miners News For The Month Of February 2019
by Matt Bohlsen @sa – Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, DMNKF, GLCNF, LGORF, PCY, PNTZF, PRPCF, RDRUY, RRSSF, SRHYY, SYAAF, UUUU, VDMRF, WSTRF
Summary
Vanadium spot prices started to recover rising slightly in February.
Vanadium market news – Restarted vanadium producer tips ongoing price support.
Vanadium company news – Energy Fuels has commenced vanadium production.
https://www.stockgumshoe.com/2016/07/microblog-storage-of-electricity-batteries-big-image/
#VONE $ASX:AVL $ASX:TMT $ASX:AEE $TSXV:VONE