Canada Nickel Company WKN: A2P0XC ISIN: CA13515Q1037 Kürzel: CNC Forum: Aktien Thema: Hauptdiskussion

Dieses krankhafte EU Gesetz war mir auch neu. Ist aber positiv für Canada Nickel, da emissionsfreie Produktion 👀 Europäische Unternehmen müssen künftig ermitteln, wie viel CO₂ ihre Wirtschaftspartner erzeugen. Manager in fernen Teilen der Erde sollen dafür Hunderte Seiten dicke Dokumente der EU durcharbeiten. Bereits jetzt sind viele von den künftigen Regeln überfordert. https://www.welt.de/wirtschaft/energie/plus251205252/EU-Bruessels-Klima-Zoll-frustriert-die-Wirtschaft-und-den-Rest-der-Welt.html?source=puerto-reco-2_ABC-V38.1.B_sameplusquota

Exciting news! At Canada Nickel Company we’re thrilled by Honda's latest investment in electric vehicle manufacturing in Ontario and the government’s continued commitment to a clean energy economy. This move not only advances the shift towards zero emissions but also emphasizes the importance of a sustainable and clean supply chain. Our Crawford project and Timmins Nickel District are poised to deliver NetZero Metals, crucial for the batteries and EVs of the future. It's clear that the demand for nickel in North America is set to skyrocket, and we are ready to help make our economy cleaner.” – Mark Selby Auch bei linked in

https://www.elektroauto-news.net/news/asahi-kasei-honda-zusammenarbeit-kanada

Fokus der Beschaffung soll auch auf Umweltaspekte gelegt werden. CNC jubiliert schon bei LinkedIn. So abwegig ist es gar nicht. Da wächst was heran. https://www.electrive.net/2024/03/07/mitsubishi-corporation-steigt-bei-kanadischer-lithium-mine-ein/

Ja das ist natürlich schon ein riskantes Geschäft - wie du und ich wissen - aber ich erhoffe mir für dieses Risiko auch entsprechende Rendite.

Dito. Das hoffe ich auch. 🥴 Im Grunde bin ich All In bei allem was Rohstoffe, Junior Miner und Explorer betrifft.

Und das sich hier der Westen bewegt darauf ist meine Aktienstrategie ausgelegt. Hoffe es geht auf 🫣

Da steige ich ein. Netter Artikel zur strategischen Ausrichtung mehrerer Länder. Bevorzugung eigener Lieferketten inkl. deren Ausbau. https://www.miningscout.de/blog/2024/04/25/preismanipulation-bei-kritischen-mineralien-fuenf-staaten-wollen-dagegen-vorgehen/

https://x.com/northon/status/1782410554369274308?s=46&t=CND_DF6ErYtM-d_GnIoKqA Auch ganz schön zu lesen

$57 billion to EV automakers: good investment or risky gamble? https://thehub.ca/2024-04-25/40-billion-to-ev-automakers-good-investment-or-risky-gamble/ Ford said that Honda plans would help to realize a start-to-finish EV supply chain, starting with the mining of critical minerals like lithium and nickel below the Ring of Fire located in northern Ontario, and ending at EV vehicle assembly plants in southern Ontario. 😃😎

Honda to Build Canada’s First Comprehensive Electric Vehicle Supply Chain, Creating Thousands of New Jobs in Ontario https://news.ontario.ca/en/release/1004485/honda-to-build-canadas-first-comprehensive-electric-vehicle-supply-chain-creating-thousands-of-new-jobs-in-ontario

Bis 2027 ist noch ein langer Weg aber sollte nichts komisches an Infos kommen, werde ich bei Schwankungen dezent ab und an nachlegen. Wie bei einer zarten Sparrate auf ein Sparbuch. 😁

BHP hat wohl ein Übernahmeangebot für Agnico abgegeben. Sollte dies zustande kommen, bin ich gespannt wie anschließend mit den Beteiligungen von Agnico umgegangen wird.

Danke für die Infos, die hier geteilt werden. Das sieht doch für die zukünftige Entwicklung ganz gut aus.

https://m.youtube.com/watch?si=TznNqkTLl7zSjuS6&v=gSTBWa6Jd1I&feature=youtu.be

A weekly Nickel market review with Mark Selby Nickel Market commentator and CEO of Canada Nickel Corp. Recording date: 18th April 2024 The nickel price has surged by a significant margin, climbing another couple of percent to reach $18,200. This marks a substantial retracement from the previous high of $18,000s. Additionally, LME inventories have seen a 3% decrease over the past week, a factor that is expected to bolster market sentiment. Nickel and stainless prices in China pushed higher, which squeezed sulphate premiums as sulphate prices ticked a little lower – we should see this premium continue to compress back to a small premium/discount. NPI prices ticked a little higher, but discounts widened with a spike higher in nickel prices European stainless steel prices have experienced an upward trend due to strikes at key plants. This development is likely to have a significant impact on the market, influencing future price movements. Rho Motion reported that Global EV sales were up 21% in Q1 y-o-y, with March sales up 12%. However, slow sales in Germany, where subsidies were cut, hurt overall growth rates. Q1 2024 vs Q1 2023: +21% Global +7% EU & EFTA & UK +31% China +13% US & Canada +21% RoW Company News Horizonte Minerals – unfortunately, another leg down – announced the inability to secure financing to continue construction on the project. The position is now where lenders can enforce security on all the company’s assets leaving investors at zero. Aston Minerals announced an updated resource. The Indicated Mineral Resource is 231 Mt at 0.27% Ni, 0.011% Co (0.30% NiEq1), a significant 44% increase. Inferred Mineral Resource is 1,039 Mt at 0.27% Ni, 0.011% Co (0.30% NiEq1), a 17% increase to Inferred tonnes compared to the February 2023 initial resource. Canada Nickel made two announcements: awarding the FEED contract to Ausenco and a team of engineering firms that delivered FS to continue to advance Crawford towards the mid-2025 construction decision. Its subsidiary NetZero Metals announced industry-leading engineering firms SMS and Metso for steel plant design and nickel plant design. Premium Nickel more assays from Selebi deposit – some good nickel (not ni-eq) grades and some step-outs from it's existing resource. Highlights include: SNUG-23-070 (South Limb, within historic resource): 15.95 metres of 2.05% NiEq (1.32% Ni, 1.20% Cu, 0.07% Co)incl. 8.80 metres of 3.03% NiEq (2.07% Ni, 1.53% Cu, 0.11% Co) SNUG-24-077 (South Limb, 26 metres down plunge of historic resource): 6.70 metres of 3.74 % NiEq (2.43% Ni, 2.19% Cu, 0.12% Co) SNUG-24-086a (South Limb/N2, 245 meters down plunge of N2 historic resource): 9.50 metres of 1.40% NiEq (1.15% Ni, 0.29% Cu, 0.06% Co)7.05 metres of 1.73% NiEq (1.45% Ni, 0.33% Cu, 0.07% Co) Denarius Metals – first time talking about it. The multi-asset developer announced a PFS on the restart of the Aguablanca mine previously run by Lundin. Over its 6-year life in the PFS, a total of 4.8 million tonnes will be processed from the Aguablanca underground mine, resulting in a projected life-of-mine net revenue of $480.3 million and LOM after-tax Project cash flow of $105.7 million. The PFS delivers a robust NPV5 of $83.1 million with an after-tax IRR of 213% and a payback period of 1.2 years. Potential to leverage the 5,000 tpd processing plant to recover a variety of metals, and the exploration potential, not only from the Aguablanca Project but also our nearby Lomero Project.