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

Nickel's Perfect Storm: Western Supply Crunch Will Drive Gains https://youtu.be/YvxBtmYCA0Q?si=4WV9GQi6mU9KNZB5 *Recording date: 23rd May 2024 Nickel – lots of excitement over the past week since we saw each other in London last week to end up back at the same spot. Trading just over $20K per tonne, after climbing up to a high $21K level (nearly $10/lb) before falling back along with copper (which also hit all-time highs on LME of nearly $11K or $5/lb. LME inventories ticked up a couple of thousand tonnes during the week. After the fireworks of the last few weeks, expect nickel prices to settle into a range of $19-$20K (remember, $20K was the year-end forecast) In China, a big surge in nickel prices didn’t translate into higher stainless or sulphate prices, so we saw discounts widen. We will see where we end up this week. Geopolitically, there is still unrest in *New Caledonia*; French President Macron will visit to try to calm things down. Also, the Aussie resources minister does not sound too sympathetic to BHP – blaming their lack of investment as a primary driver of cost structure increase (remember BHP asking for help for their business) – INSG bulletin came out – reporting March 2024 numbers – monthly deficit – only 2nd time in 2 years. YTD demand up 9%, YTD production up 7%

Timmins population up to a level not seen in a decade https://www.timminstoday.com/local-news/timmins-population-up-to-a-level-not-seen-in-a-decade-8800580 "If some of the projects that are being announced and being worked on right now manage to ... become reality over the next few years then we'll definitely be seeing an increase in those numbers," she said, noting Canada Nickel, area mines expanding and junior companies poised to come online.

JV Video: Ontario eager to feed new EV plants with local mines, says mines minister Under its Building More Mines Act and Critical Minerals Strategy, Ontario has targeted $43 billion towards its electric vehicle supply chain. Im Video ab ca 6:25 erwähnt der Minister of Mines Canada Nickel! https://www.northernminer.com/regulatory-issues/jv-video-ontario-eager-to-feed-new-ev-plants-with-local-mines-says-mines-minister/1003867680/

Canada Nickel, West vs The Rest (4K) Canada Nickel is advancing the next generation of high quality, high potential nickel-cobalt projects to deliver the metals needed to power the electric vehicle revolution and feed the high growth stainless steel market. https://youtu.be/J62JYciNyBQ?si=Mo5aXrelRVmIFmEN

Massive Green Nickel Supplier to North America EVs & Stainless Steel Market Canada Nickel is advancing the Crawford nickel sulfide project, the world's second largest nickel resource The company aims to unlock the potential of the Timmins nickel district, which could be the world's largest nickel sulfide district Canada Nickel plans to publish eight nickel resource estimates and make six additional discoveries by May 2025 The company expects the Crawford project to be fully financed and permitted to start construction by the end of 2024 There is strong global demand for clean, low-carbon nickel to supply the rapidly growing electric vehicle battery market https://www.cruxinvestor.com/posts/massive-green-nickel-supplier-to-north-america-evs-and-stainless-steel-market

Junior Miners Coming Back? This is a real positive for the beleaguered junior mining sector, which investors have shunned for many years. The Canadian Venture Exchange (TSV-V) saw its highest volume in 2 years and closed at new YTD highs on Friday. Of course, the breakout in #silver, #gold and #copper prices helped a lot this week. #juniormining #mining #stocks $CDNX https://x.com/minenergybiz/status/1791772414533132480?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Rumors Rumors Rumors @Bandicoot @Magnum314159 I live around Timmins. I talk to a lot of old timers in the area. This isn’t the first time that the Canada Nickel land claims area has been drilled. Back in the early 1980’s there was a lot of drilling done in the area as well. All they found was nickel… but the market wasn’t there for that commodity. Hydro one is the company that takes of care of the power lines. Some trucks were parked outside of the Crawford location, on HWY 655… you know… where the helicopter is parked.(I’m assuming you live in Timmins from your comment) When I was in Cochrane last month I was talking to some retirees… from what I understand Timmins city council was informed unofficially that Canada Nickel is a go. It was also said that the city of Timmins will likely double in size… from 50,000 to 100,000 in the next decade and that preparations need to be made. So… has anyone contacted, or heard about if the city of Timmins has taken any initial steps toward that end.(Builders, hiring for expansion, job openings? Real estate developers) There are many more sources of information than just Canada Nickel news releases. We’re talking $30-$50/share in 5-10 years once the mines are built. https://ceo.ca/cnc?filters[top]=1

Crux Investor mit Mark Selby Supply Issues Drive Nickel to $20,000... 7-months Earlier than Predicted https://youtu.be/yNzIKNrexj0?si=fz5HKklGr5e_Afid

The world faces a shortage of minerals needed for the energy transition https://edition.cnn.com/2024/05/17/business/critical-minerals-shortage-clean-energy?cid=ios_app

Heute läuft der Laden!!!

NICKEL NEWS 📢 1. Nickel back up to the upper end of the range – up to $20,000 – at our year-end forecast already! LME inventories have levelled out over the period, and the increase in copper and LME complex has provided support. 2. It is worth pointing out one key fact that is making this broader metal price move fairly unique. Typically, when $US strong are at highs, we see pressure on $US commodity prices. In fact, many historical metal price forecast models would utilize industrial production and trade-weighted $US exchange. The ast time we saw copper/metal prices at peak was in 2007/2008, 2010 – AUD and CAD were near par. Today, they are near typical cyclical lows. The big implication is when looking at AUD or CAD copper, gold, and nickel prices – trading at all-time highs in those currencies. 3. The first week of May is a big Asian holiday. Over the past two weeks, we have seen sulphate prices tick higher, and we are now trading at a small premium. Stainless, after being strong, took a pause and saw some inventory build, and prices came off a little. Ore availability in Indonesia/China is tighter than expected, leading to higher NPI prices and expectations of further increases this month, which led to tightening of the NPI price discount. 4. Geopolitics – the US slapped tariffs 25-100% on a range of critical materials and EVs from China. Trump criticized that didn’t put them high enough – underscores that governments will keep doing whatever it takes to ensure local supply – greatly benefits those of us lucky to have a local supply 5. Indonesia – some worries that high-grade reserves may run out sooner than later – governments brushed off – but it is a real concern. Again – Nickel industries grades at their mines dropped from >2% to 1.57% in just 3 years https://x.com/CruxInvestor/status/1791466522029805813

https://www.n-tv.de/wirtschaft/der_boersen_tag/Der-Boersen-Tag-Freitag-17-Mai-2024-article24947987.html

Hoffentlich hauen die sich noch zwei Jahre lang auf die Glocke. 😁