Rohstoffthread / CCG-Hauptthread

[Rooky]

mag sein, aber PE läuft immer noch recht gut, SL bei 0,49 CAD, fast ein 100 %er.

dukezero schrieb am 03.09.2015, 21:06 Uhr[/url]"]

Rookie schrieb am 03.09.2015, 20:51 Uhr[/url]"]Tesla’s Elon Musk: More Gigafactory lithium deals to come, potentially Nevada
September 3, 2015

Tesla Motors’ CEO Elon Musk has admitted the company is pursuing lithium deals in Nevada.

Wenn der Tesla 3 an den Start geht werden einige Rohstoffe laufen! Aber nichts ist so gähnnnnnnnnnnnnn , wenn Technologien anders laufen, und BB´s uns erzählen wie der Hase läuft!

 

[greenhorn]

Guten Morgen!

09:15 - CH Verbraucherpreise August
• 10:30 - GB Handelsbilanzsaldo Juli
• 11:00 - ! EU BIP 2. Quartal
• 12:00 - ! DE Auftragseingang Industrie Juli
• 14:30 US Arbeitslosenquote August
• 14:30 US Beschäftigte ex Agrar August
• 14:30 - ! US Wochenstunden August
• 14:30 - ! US Stundenlöhne August
• 14:30 - CA Arbeitsmarktbericht Juli

 

[Rooky]

Duke,

kannst Du mal bitte bei International Lithium ILC im Orderbuch sehen ob es dort ein interessantes Verhältnis gibt?

 

[dukezero]

Rookie schrieb am 04.09.2015, 11:45 Uhr[/url]"]Duke,

kannst Du mal bitte bei International Lithium ILC im Orderbuch sehen ob es dort ein interessantes Verhältnis gibt?

Leicht BID lastig aber nicht auffällig!

 

[Fischlaender]

Ich hab da ein paar hundert k zu MK 0,0225 im Laufe der letzten Wochen genommen.

greenhorn schrieb am 03.09.2015, 20:32 Uhr[/url]"] ja immer noch........allerdings "unerwartet" tiefrot.........
na mal sehen ob das bissl Feuer unterm KSK-Hintern bringt

Rookie schrieb am 03.09.2015, 16:01 Uhr[/url]"]war nicht jemand mal hier investiert?

Kiska Metals Corp. (KSK, TSX-V) Update

“Bottom fishers” should keep a close eye on Kiska Metals (KSK, TSX-V) which we mentioned in some detail last week…tt’s during times like now, when junior exploration and mining companies are so much out of favor, that the greatest opportunities emerge for future 10-baggers, 20-baggers and even 50-baggers…

Patient investors in our view have a chance to cash in handsomely, at some point down the road, near-term or longer-term, on Kiska which is trading at only 2 cents, just above its all-time low of 1.5 cents…Kiska could survive even a greater storm than the one the junior resource sector has been through over the last 4+ years given their working capital position, their model, and their prudence…they’ve had repeat business relationships with Barrick, Newmont, AngloGold, Xstrata, Teck and most recently First Quantum…

Check last Thursday’s Morning Musings for additional information regarding Kiska…

What immediately has our attention with regard to Kiska is its Kliyul Project in north central B.C. that Teck began drilling in July…geologists at Teck are very intrigued with the 65 sq. km project which rests less than 70 km southeast of the past producing Kemess mine in the prolific Quesnel Trough…historical drilling was relatively shallow and returned very significant Cu-Au drill intercepts…this is an exceptionally promising, potentially large system as defined by alteration footprint and geophysics…importantly, it’s also adjacent to an all-weather road and a 230kV power line…

Teck can earn a 51% interest in the project by incurring cumulative aggregate expenditures of $5.5-million on or before January 31, 2018, and up to a 65% interest by incurring additional expenditures of $6.5-million ($12-million total) on or before Jan. 31, 2021…

Technically, we love this long-term chart…KSK broke out above a multi-year downtrend line in early 2014, and retraced back to that downtrend line just recently…every indicator here is looking positive for an eventual important upside move – exact timing is just uncertain…

» zur Grafik

 

[greenhorn]

RM - gestern knapp 20 Mio Aktien gelaufen, heute auch einige Blocks....offensichtlich ist Lithium wieder im kommen
z.B. Nemaska heute mit guter News und verdoppelt seit Ende Juli

greenhorn schrieb am 25.06.2015, 09:37 Uhr[/url]"]RM - doch nicht so schlimm..........

June 24, 2015 - 11:16 AM EDT

Rodinia Lithium Issues Clarifying Press Release
To Issue 33,710,085 Common Shares in Shares for Debt Settlement
TORONTO, ONTARIO--(Marketwired - June 24, 2015) -

Rodinia Lithium Inc. ("Rodinia" or the "Company") (TSX VENTURE:RM) corrects its previous disclosure dated June 23, 2014 with respect to its proposed shares for debt settlement. To confirm, Rodinia has entered into agreements to satisfy outstanding debt obligations of $1,685,504.27 through the issuance of 33,710,085 common shares of the Company (the "Shares") at a deemed price of $0.05 per Share. The conversion price represents a 400% premium to the last closing price of $0.01 and a 267% premium to the 30 day volume weighted average price of the Shares being $0.0136 on June 22, 2015. The debt consists of fees incurred for various services provided in connection with the Diablillos property and in relation to general and administrative services. The issuance of the Shares is subject to the approval of the TSX Venture Exchange. In accordance with applicable securities laws the Shares will be subject to a hold period of four months and one day from the date of completion of the debt settlement.

greenhorn schrieb am 24.06.2015, 10:28 Uhr[/url]"]leider leider.............

golden_times schrieb am 24.06.2015, 10:25 Uhr[/url]"]Krasse Dilution

greenhorn schrieb am 24.06.2015, 09:11 Uhr[/url]"]RM - Schläfer im Depot..........
Rodinia Lithium to issue 132.96 million shares for debt

 

[Rooky]

http://www.theaureport.com/pub/na/thinking-outside-the-commodity-box-benchmarks-investment-primer-for-lithium-cobalt-and-graphite

greenhorn schrieb am 04.09.2015, 16:47 Uhr[/url]"]RM - gestern knapp 20 Mio Aktien gelaufen, heute auch einige Blocks....offensichtlich ist Lithium wieder im kommen
z.B. Nemaska heute mit guter News und verdoppelt seit Ende Juli

greenhorn schrieb am 25.06.2015, 09:37 Uhr[/url]"]RM - doch nicht so schlimm..........

June 24, 2015 - 11:16 AM EDT

Rodinia Lithium Issues Clarifying Press Release
To Issue 33,710,085 Common Shares in Shares for Debt Settlement
TORONTO, ONTARIO--(Marketwired - June 24, 2015) -

Rodinia Lithium Inc. ("Rodinia" or the "Company") (TSX VENTURE:RM) corrects its previous disclosure dated June 23, 2014 with respect to its proposed shares for debt settlement. To confirm, Rodinia has entered into agreements to satisfy outstanding debt obligations of $1,685,504.27 through the issuance of 33,710,085 common shares of the Company (the "Shares") at a deemed price of $0.05 per Share. The conversion price represents a 400% premium to the last closing price of $0.01 and a 267% premium to the 30 day volume weighted average price of the Shares being $0.0136 on June 22, 2015. The debt consists of fees incurred for various services provided in connection with the Diablillos property and in relation to general and administrative services. The issuance of the Shares is subject to the approval of the TSX Venture Exchange. In accordance with applicable securities laws the Shares will be subject to a hold period of four months and one day from the date of completion of the debt settlement.

greenhorn schrieb am 24.06.2015, 10:28 Uhr[/url]"]leider leider.............

golden_times schrieb am 24.06.2015, 10:25 Uhr[/url]"]Krasse Dilution

greenhorn schrieb am 24.06.2015, 09:11 Uhr[/url]"]RM - Schläfer im Depot..........
Rodinia Lithium to issue 132.96 million shares for debt

 

[Rooky]

wahrscheinlich gehe ich ein wenig auf den Geist mit PE, aber ich hatte lange nicht mehr so einen Lauf,
SL nachgezogen auf 0,59 CAD

 

[Rooky]

 

[Rooky]

Batero Significantly Raises Offer to Acquire CB Gold

http://www.juniorminingnetwork.com/junior-miner-news/press-releases/907-tsx-venture/bat/11188-batero-significantly-raises-offer-to-acquire-cb-gold.html#.VeqsuJfLJp8

Red Eagle Mining confirms BCSC hearing for CB Gold
http://www.juniorminingnetwork.com/junior-miner-news/press-releases/555-tsx-venture/rd/11163-red-eagle-mining-confirms-bcsc-hearing-for-cb-gold.html#.Veqs65fLJp8

 

[Fischlaender]

Monatelang fällt und dümpelt da ein Wert vor sich hin und dann fangen zwei etablierte auf einmal einen solchen Bieterstreit an, da muss ja wohl irgend ein versteckter Wert in CB liegen...

Rookie schrieb am 05.09.2015, 10:51 Uhr[/url]"]Batero Significantly Raises Offer to Acquire CB Gold

http://www.juniorminingnetwork.com/junior-miner-news/press-releases/907-tsx-venture/bat/11188-batero-significantly-raises-offer-to-acquire-cb-gold.html#.VeqsuJfLJp8

Red Eagle Mining confirms BCSC hearing for CB Gold
http://www.juniorminingnetwork.com/junior-miner-news/press-releases/555-tsx-venture/rd/11163-red-eagle-mining-confirms-bcsc-hearing-for-cb-gold.html#.Veqs65fLJp8

 

[Rooky]

Faktor Zertifikat auf S&P 500 Index 8,00x Short Open End (VON)
ISIN: DE000VZ8SSP8 | WKN: VZ8SSP letzte Woche für 1,70 gekauft

Nächste Woche ist Asien wieder dabei, wird interessant.

 

[Rooky]

International Lithium gekauft zu 0,05 CAD
Asien benötigt Lithium.
Ganfeng has built one of the largest Lithium Hydroxide facilities in the world and can produce at its plant in China 6,000 T annually. It supplies among many others such notable lithium battery makers as LG Chem, BYD and Panasonic, which supplies Lithium Cells to Tesla Motors now.

Western Lithium gekauft zu 0,39 CAD
Nähe zu Tesla in Nevada,
Merger Western Lithium USA Corp. (Produktion 2019) (Clay, Produktionskosten > 4.000 USD) und Lithium Americas Corp. (günstiges Brine Projekt Produktionskosten < 3.000 USD)

Möglichkeiten nach dem Deal:
Deal mit Tesla
Posco kauft Western Lithium oder auch interessant für
Albemare Corp., FMC Lithium, SQM Lithium

Evtl. Kauf von Nemaska:
In line with the wider project to electrify the transportation sector, Quebec will extract his basement for manufacturing lithium batteries for electric vehicles. Nemaska Lithium, a young Quebec company founded in 2008, got the fire Green government authorities to go ahead with its project to extract 3475 tons per day of ore for 26 years. Construction work on the territory of James Bay, near the Cree village of Nemaska, should begin by the end of the year and the open pit mine should be running in 2018, providing 250 jobs during phase construction and 190 jobs thereafter. The company just received its certificate of authorization from the Ministry of Sustainable Development and Environment, essential to start work. This mining project was in operation since 2011. Although the mining sector through a wave of important lows in recent years, demand for lithium component for electric vehicle batteries is growing in international markets. The announcement of the Whabouchi project was made Friday by the president of Nemaska Lithium, Guy Bourassa, in the presence of the Minister for Mines, Luc Blanchette, and Natural Resources Minister Pierre Arcand. "We can now tackle the arduous task of financing the project required a global electrification of transportation, I repeat, world," commented Mr. Bourassa, in a press conference. The financial package of the project, valued at $ 200 million, is not completed, and these ministers could not say how many public funds would be injected. The Whabouchi project will be eligible to the new Hydrocarbons Mining Capital Fund, with a budget of one billion dollars. Through this fund, Investissement Qubec intends to take stakes in companies exploiting natural resources, including mining. There will be no government subsidies. But most of the funds will come from private sources. The management of Nemaska Lithium, a company based in Quebec, is looking for partners. The context is more than favorable for investing in this project, according to Mr. Bourassa, who argued that the demand for lithium has increased by over 10% in the last 18 months and that the sales prices followed the same trend , currently reaching $ 8,500 per tonne. Minister Arcand remained evasive as to the expected benefits, through royalties, waiting for the Whabouchi project. He spoke of a "catalyst project" for Qubec, which will allow the development of a new industry while contributing to the "decarbonisation" of Quebec, for its contribution to electric vehicles. According to Mr. Bourassa, lithium production in Quebec will have a leverage effect on other companies to facilitate the electrification of transport. Mining "is cyclical," said Minister Arcand, wanting to be reassuring about the future of the Plan Nord mining projects and less advanced than that of Nemaska. "There are at least a minimum of 17 current projects in the Plan Nord to companies willing to invest," he commented. "Things may well leave also," added the Minister. Except that the mining sector in recent years through a very difficult period, metal prices have plunged. Projects and investments have been delayed. A total mining investment in Quebec reached $ 4.6 billion in 2013, down nearly 11 percent compared to the previous year.

aus SH
Not long now till we hear news about who will finance us.
i emailed the company the other day and they said they've already been in talks with several end users about take off/selling product and about financing.

geht auch nicht nur um Tesla, das wird sich auch durchsetzen:
http://www.solarserver.de/solar-magazin/nachrichten/aktuelles/2015/kw32/ibc-solar-geht-mit-neuem-lithium-batteriespeicher-ab-august-in-serie.html

 

[Rooky]

WL Daijin Resources, auch günstige Brine Produktion

 

[Rooky]

liegt immerhin im vetas gold district, lag Galway Resources nicht in der gleichen Gegend? Galway war vor einiger Zeit ein Thema hier.

Fischlaender schrieb am 05.09.2015, 12:25 Uhr[/url]"]Monatelang fällt und dümpelt da ein Wert vor sich hin und dann fangen zwei etablierte auf einmal einen solchen Bieterstreit an, da muss ja wohl irgend ein versteckter Wert in CB liegen...

Rookie schrieb am 05.09.2015, 10:51 Uhr[/url]"]Batero Significantly Raises Offer to Acquire CB Gold

http://www.juniorminingnetwork.com/junior-miner-news/press-releases/907-tsx-venture/bat/11188-batero-significantly-raises-offer-to-acquire-cb-gold.html#.VeqsuJfLJp8

Red Eagle Mining confirms BCSC hearing for CB Gold
http://www.juniorminingnetwork.com/junior-miner-news/press-releases/555-tsx-venture/rd/11163-red-eagle-mining-confirms-bcsc-hearing-for-cb-gold.html#.Veqs65fLJp8

 

[Rooky]

Zäher Fortschritt in der ForschungPlatzt der Traum vom Super-Akku für Autos?

http://www.n-tv.de/wissen/Platzt-der-Traum-vom-Super-Akku-fuer-Autos-article15809796.html

Tesla Motors bindet Zulieferer für Lithiumhydroxid mit Fünfjahresvertrag
http://teslamag.de/news/tesla-motors-zulieferer-lithiumhydroxid-fuenfjahresvertrag-4252

Somit könnte es sein das Tesla mit seiner ersten Vereinbarung einen Lithiumlieferanten zu binden einen kleinen Hype auslöst.
Tesla wird das sicher mit mehreren Lieferanten machen, sodass Explorer, die zwischen 2016 und 2020 produzieren können weniger auf dem Markt werden.
Big Player könnten dazu übergehen das Gleiche zu tun oder sich wie Ganfeng bei International Lithium einzukaufen.

ist nur eine Überlegung

 

[Rooky]

Nemaska

S T O R M C R O W Capital

https://app.box.com/s/sofc2789u49eucilzj8k4t8mc2f83ojs

 

[Rooky]

Buffett, Musk to spark a lithium boom

http://www.usatoday.com/story/money/markets/2015/07/29/oilprice-dotcom-buffett-musk-lithium-boom/30196769/

The age of electrification across the transportation sector, the solar panel revolution, and Tesla’s battery gigafactory are igniting a battle for the cheapest battery. That will transform lithium into a boom-time mineral and the hottest commodity on the energy investor’s radar.

It has been easy to take lithium for granted. This wonder mineral is the backbone of our everyday lives, popping up in everything from the glass in our windows to our mountains of electronics.

And while investors have long appreciated the steady rise in demand for this preferred mineral, the number of new applications continues to multiply. Smart phones, tablets, laptops, and other consumer electronics demand more lithium. But the largest driver for future lithium use will be in electric vehicles and home batteries for solar panels. That has lithium on the verge a boom for which supply can no longer be taken for granted.

Not since the shale boom have we seen a market transformation of such significance. Lithium has long been used for a variety of mundane purposes, and while the variety is spectacular—with applications in everything from glass, ceramics and greases to a line-up of industrial process—it has flown under the radar for most investors.

Supply has always largely managed to keep pace with steadily rising demand for lithium, and while the mineral is slated for growth with or without the ‘battery explosion’, Tesla’s gigafactory will spark a phenomenal spike in demand that will be no less exciting than the shale boom.

Not only will battery gigafactories change an already attractive lithium demand picture, but the suppliers themselves will change, making way for newer entrants—with more foresight and better technology--that will provide some of the best investment opportunities in the sector.

MORE:China doubles down on dirty fuel

The lithium story cannot be told without first telling the Tesla story. Tesla Motors (TSLA) is developing a cheaper line of electric cars for release later this decade, and to achieve this it is constructing a $5-billion gigafactory to build 500,000 electric cars with the objective of lowering the cost of batteries by at least 30 percent.

Moreover, around one-quarter of the plant’s capacity may be for Tesla’s stationary storage business, which also sells backup batteries for homes, businesses and utilities—all fueled by lithium.

According to Tesla’s brainchild, Elon Musk, demand for stationary storage batteries has skyrocketed to the point that an expansion of the gigafactory may have to be considered before it is even built.

Musk is eyeing a “complete transformation of the entire energy infrastructure of the world to completely sustainable zero carbon,” and what he’s talking about here is lithium-battery production on a mind-blowing scale. Tesla is planning to produce more lithium-ion batteries in this factory than in the entire global marketplace combined.

Lithium — the lightest and most versatile of the metals — is the backbone of this exploding battery market. Lithium is already a key part of our everyday lives, but as batteries become the rule of the day in a new global energy picture, demand for lithium is soaring—and we are only at the beginning of this curve.

Battery manufacturers across the board are moving to lithium because it has the highest electric output per unit weight. And nowhere will this demand soar more than with the production of hybrid, plug-in hybrid and electric vehicles used by everyone from Toyota (TM), Honda (HMC), Nissan (NSANY), Renault, and Mitsubishi (MSBHY), to Ford (F), Chevrolet and GM (GM). And of course Tesla Motors. Without lithium, there will be no gigafactory. In fact, this factory alone will need 15,000 tons of lithium carbonate a year just to get started.

We are on the edge of a profound competition over batteries as Tesla drives down lithium-ion battery production costs, lowers the benchmark and increases cost competition. The response will be new entrants to this market, and competing battery gigafactories.

MORE:Top factors undermining any oil price recovery

Tesla’s competitors will make this one of the biggest battles of the century — a battle the entirely depends on lithium supply. Tesla’s biggest rival will likely be Build Your Dreams (BYD), the Chinese automaker backed by Warren Buffet. Already, BYD is building electric buses on American soil and has global gigafactory ambitions. By the end of the year, according to Reuters, BYD should have 10 GWh of battery production capacity, which it expects to increase to 34 GWh by 2020 with a new factory in Brazil—about the same capacity as Tesla’s.

Other Tesla rivals rushing to the battery production scene will be iPhone manufacturer Foxconn and LG Chem, which is already one of the top three battery makers. Samsung is also hot on the trail, having just acquired Magna’s battery production division.

According to Credit Suisse, the lithium industry is “poised for significant volume growth,” which could lead to shortages of supply. As a result producers of lithium are set to enjoy significant earnings throughout the decade.

Even before Tesla’s gigafactory – and its rivals – entered the picture, global lithium consumption had doubled in the decade before 2012, driven largely by its use in lithium-ion batteries for cell phones and power tools. Then electric cars hit the scene in earnest, further boosting demand for lithium, while Tesla’s gigafactory is expected to use up as much as 17 percent of the existing lithium supply, according to Fortune magazine, citing Goldman Sachs.

For investors who are just catching on to the lithium battery revolution, the best way to play the game is to look past the traditional lithium producers. In this boom scenario, investors will be looking at companies with the lowest market caps, solid management and highly prospective deposits.

Currently, lithium is not traded as a commodity; rather, it is managed through a kind of oligopoly situation where there are three or four major suppliers globally and they have rather successfully managed supply and demand for lithium over the past decades. Because of this, everything is priced on a contract basis.

“The problem is that these three or four major suppliers have been responsible for supply and demand but they are not going to be able to meet new demand for lithium,” Dr. Andy Robinson, a Ph.D. in Geochemistry and the COO of Pure Energy Minerals (OTMKTS:HMGLF), told Oilprice.com.

As Robinson points out, however, not all lithium is equal. It’s sold in different types for different prices. For instance, lithium carbonate sells for around $6,000 per ton and is used to make some of the materials for new battery technology. However, many of the new battery technologies—particularly those used by Tesla—use lithium hydroxide as the starting material, which trades at around $2,000 more per ton than lithium carbonate.

MORE:Has the E&P industry lost touch with reality?

And lithium found in salty water, or brines, is by far the most cost effective. According to Dr. Robinson, “brine is the best way to produce lithium because it’s so cheap, as nature has done all the hard work in rendering the lithium into a form that is easy to extract from the ground. All you have to do is drill a few wells and pump the liquid brine.”

Furthermore, there are only a few places in the world where lithium is present at high enough concentrations in these salty brines and the most famous is in the Atacama Desert, in the “Lithium Triangle” of Bolivia, Argentina and Chile. Supply here is threatened by corruption and politics, making it difficult to capitalize on burgeoning demand.

When Tesla’s gigafactory comes online, everyone will be looking for cost-effective lithium sources closer to home, which brings us full circle to the state of Nevada, where Pure Energy Minerals has the only potential future brine resource in North America. The only other brine resources are located in China, are much smaller and are controlled by Chinese companies.

Lithium is increasingly the tech of choice for battery banks across the board, and when Tesla’s gigafactory is producing batteries one year from now, the winners in this emerging battery boom will be those behind the lithium, and those following the brine.

 

[Kostolanys Erbe]

Moinsen!

 

[Kostolanys Erbe]

Was ist eigentlich mit Saft Group aus Frankreich ?

Muss ja nicht immer ein Tesla sein..

Rookie schrieb am 06.09.2015, 14:35 Uhr[/url]"]Zäher Fortschritt in der ForschungPlatzt der Traum vom Super-Akku für Autos?

http://www.n-tv.de/wissen/Platzt-der-Traum-vom-Super-Akku-fuer-Autos-article15809796.html

Tesla Motors bindet Zulieferer für Lithiumhydroxid mit Fünfjahresvertrag
http://teslamag.de/news/tesla-motors-zulieferer-lithiumhydroxid-fuenfjahresvertrag-4252

Somit könnte es sein das Tesla mit seiner ersten Vereinbarung einen Lithiumlieferanten zu binden einen kleinen Hype auslöst.
Tesla wird das sicher mit mehreren Lieferanten machen, sodass Explorer, die zwischen 2016 und 2020 produzieren können weniger auf dem Markt werden.
Big Player könnten dazu übergehen das Gleiche zu tun oder sich wie Ganfeng bei International Lithium einzukaufen.

ist nur eine Überlegung

 

[Frechdax]

8GC Glencore erwägt Produktionsstop in Katanga-Mine

Baar (awp) - Derr Rohstoffkonzern Glencore erwägt einen Produktionsstopp in der Kupfer- und Kobalt-Mine Katanga in der Demokratischen Republik Kongo. Das Management der Tochter Katanga Mining habe vor dem Hintergrund der herausfordernden Marktbedingungen für Rohstoffe eine Überprüfung der Aktivitäten und insbesondere der Ausgaben angekündigt, teilte der Konzern am Sonntag mit.

Bei der Analyse werden alternative Szenarien inklusive der kompletten Einstellung der Kupfer- und Kobaltförderung erwogen, bis die geplante Erz-Laugenwaschanlage (Whole Ore Leach, WOL) im ersten Halbjahr 2017 einsatzbereit sei, wie es weiter heisst. Glencore hat Katanga zugesichert, die notwendigen Mittel für den laufenden Betrieb, die Produktionseinstellung und den Bau der WOL bereitzustellen.

Katanga Mining hatte im ersten Halbjahr einen Nettoverlust von rund 113 Mio USD verbucht, nach einem Gewinn von rund 78 Mio im Vorjahreszeitraum. Die Kupfer-Produktionsmenge betrug rund 148'000 Tonnen, das entspricht rund 22% der Konzernproduktion.

 

[Rooky]

warum nicht?. Die Batterien müssen sich nur besser amortisieren als bisher.
Ich kenne einige, die sich Batterien für den Hausgebrauch kaufen würden, nur lag der Preis bisher viel zu hoch.

Kostolanys Erbe schrieb am 07.09.2015, 07:02 Uhr[/url]"]Was ist eigentlich mit Saft Group aus Frankreich ?

Muss ja nicht immer ein Tesla sein..

Rookie schrieb am 06.09.2015, 14:35 Uhr[/url]"]Zäher Fortschritt in der ForschungPlatzt der Traum vom Super-Akku für Autos?

http://www.n-tv.de/wissen/Platzt-der-Traum-vom-Super-Akku-fuer-Autos-article15809796.html

Tesla Motors bindet Zulieferer für Lithiumhydroxid mit Fünfjahresvertrag
http://teslamag.de/news/tesla-motors-zulieferer-lithiumhydroxid-fuenfjahresvertrag-4252

Somit könnte es sein das Tesla mit seiner ersten Vereinbarung einen Lithiumlieferanten zu binden einen kleinen Hype auslöst.
Tesla wird das sicher mit mehreren Lieferanten machen, sodass Explorer, die zwischen 2016 und 2020 produzieren können weniger auf dem Markt werden.
Big Player könnten dazu übergehen das Gleiche zu tun oder sich wie Ganfeng bei International Lithium einzukaufen.

ist nur eine Überlegung

 

[greenhorn]

Guten Morgen!

- US Feiertag - Labor Day
• - US New York Stock Exchange geschlossen
• - US Nasdaq geschlossen
• 06:00 - JP ESRI Frühindikator Juli
• 10:30 - DE sentix-Konjunkturindex August
• 10:30 - GB Industrieproduktion Juli
• 12:00 - ! DE Produktion prod. Gewerbe Juli

 

[Rooky]

Batero increases its offer for CB Gold. Or not?

September 7, 2015

Batero Gold (BAT.V) has announced an ‘improved’ offer for the shareholders of CB Gold (CBJ.V) as shareholders now can elect to receive C$0.06 per share of CB Gold in either cash or shares.

However, there’s one small catch; Batero Gold has limited the amount of cash it’s willing to spend on buying out the CB Gold shareholders to 50% of the total purchase price, so if 75% of the CB Gold shareholders would want to receive cash, they will end up with at least 1/3rd of the equivalent in Batero shares.

If we would assume the majority of the shareholders (based on 169M outstanding shares) are expecting to receive the cash from Batero and Batero indeed has to pay 50% of the total value in cash, its cash position will be reduced by C$5.1M (84.5M shares X C$0.06) to C$6M (without taking CB Gold’s liabilities into consideration). Meanwhile the total amount of outstanding shares will increase from 88M to 156M (84.5M X 0.8), and this will reduce the net cash/share to C$0.037/share and limit the possibility to do any decent work at the Vetas project. If you’d deduct paying CB Gold’s liabilities to the tune of C$3.4M (which will be necessary, considering CB Gold’s original defense strategy was to threaten its shareholders with insolvency), the net cash position would drop to less than 2 cents per share. Enough to keep the lights on for a year, but the new Batero shareholders will immediately face more dilution as –contrary to Red Eagle Mining – Batero won’t have sufficient cash on hand for a decent-sized exploration program at Vetas. But maybe that’s exactly what the Navarro-Grau family wants as it would be able to take another Batero placement down at an even lower price.

We still think Red Eagle’s (RD.V) offer is superior as the company’s true value will surface sometime in the next 12 months. We will release an updated report on Red Eagle later this week, wherein we will focus on the importance of the crash of the Colombian Peso, which has the potential to increase the NPV/share by 28 cents to C$0.70 per share of Red Eagle.


Batero Gold Corporation gab am Freitag bekannt, dass man das Angebot für die freundliche Übernahme des Unternehmens CB Gold Inc. deutlich erhöht habe. Batero hatte bereits im Juli gemeldet, alle ausstehenden Stammaktien von CB Gold erwerben zu wollen. Nun werden den Aktionären je CB-Aktie 0,06 CAD oder 0,8 Batero-Aktien geboten.

Der Vorstand von CB Gold rät den Aktionären einstimmig dazu, das feindliche Angebot von Red Eagle Mining abzulehnen und stattdessen das erhöhte Angebot von Batero anzunehmen.

Rookie schrieb am 06.09.2015, 00:11 Uhr[/url]"]liegt immerhin im vetas gold district, lag Galway Resources nicht in der gleichen Gegend? Galway war vor einiger Zeit ein Thema hier.

Fischlaender schrieb am 05.09.2015, 12:25 Uhr[/url]"]Monatelang fällt und dümpelt da ein Wert vor sich hin und dann fangen zwei etablierte auf einmal einen solchen Bieterstreit an, da muss ja wohl irgend ein versteckter Wert in CB liegen...

Rookie schrieb am 05.09.2015, 10:51 Uhr[/url]"]Batero Significantly Raises Offer to Acquire CB Gold

http://www.juniorminingnetwork.com/junior-miner-news/press-releases/907-tsx-venture/bat/11188-batero-significantly-raises-offer-to-acquire-cb-gold.html#.VeqsuJfLJp8

Red Eagle Mining confirms BCSC hearing for CB Gold
http://www.juniorminingnetwork.com/junior-miner-news/press-releases/555-tsx-venture/rd/11163-red-eagle-mining-confirms-bcsc-hearing-for-cb-gold.html#.Veqs65fLJp8

 

[Rooky]

A Cost Comparison: Lithium Brine vs. Hard Rock Exploration

http://www.visualcapitalist.com/a-cost-comparison-lithium-brine-vs-hard-rock-exploration/

The Lithium-Ion Battery Megafactories Are Coming [Chart]

http://www.visualcapitalist.com/the-lithium-ion-megafactories-are-coming-chart/

Lithium: The Key Ingredient Powering Today’s Technology

http://www.visualcapitalist.com/lithium-key-ingredient-powering-todays-technology/

 

[greenhorn]

Guten Morgen!

01:50 - JP BIP 2. Quartal
• 07:45 - CH Arbeitsmarktdaten August
• 08:00 - ! DE Umsatz verarb. Gewerbe Juli
• 08:00 - ! DE Außenhandel Juli
• 08:00 - DE Arbeitskostenindex 2. Quartal
• 08:45 - FR Handelsbilanz Juli
• 11:45 - US ICSC-UBS Index (Woche)
• 13:55 - US Redbook (Woche)
• 21:00 - ! US Verbraucherkredite August

 

[Fischlaender]

Ich ueberleg, ob ich mir jetzt nach dem Merger ein paar Oban Mining TSX:OBM reinlege. Konsolidiert, notieren an Cash, haben mit Windfall Lake eines der hoehergradigen Projekte und in der momentanen Situation mit derart viel Cash einiges an Moeglichkeiten, guenstig strauchelnde Werte zu uebernehmen...

 

[greenhorn]

bei Oban denk ich immer an was anderes....auch hoher"gradig"

http://www.whisky.de/shop/Schottlan...tle-Bay.html?listtype=search&searchparam=oban

Fischlaender schrieb am 08.09.2015, 11:29 Uhr[/url]"]Ich ueberleg, ob ich mir jetzt nach dem Merger ein paar Oban Mining TSX:OBM reinlege. Konsolidiert, notieren an Cash, haben mit Windfall Lake eines der hoehergradigen Projekte und in der momentanen Situation mit derart viel Cash einiges an Moeglichkeiten, guenstig strauchelnde Werte zu uebernehmen...

 

[duncan]

Empfehlung? Brauche noch etwas für unseren Winterurlaub

greenhorn schrieb am 08.09.2015, 12:03 Uhr[/url]"]bei Oban denk ich immer an was anderes....auch hoher"gradig"

http://www.whisky.de/shop/Schottlan...tle-Bay.html?listtype=search&searchparam=oban

 

[greenhorn]

kommt auf deinen Geschmack an, lieber was mildes, fruchtiges oder was kräftiges, rauchiges, torfiges

duncan schrieb am 08.09.2015, 14:17 Uhr[/url]"]Empfehlung? Brauche noch etwas für unseren Winterurlaub

greenhorn schrieb am 08.09.2015, 12:03 Uhr[/url]"]bei Oban denk ich immer an was anderes....auch hoher"gradig"

http://www.whisky.de/shop/Schottlan...tle-Bay.html?listtype=search&searchparam=oban