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

https://youtu.be/9mBK7y_NVoM?si=-zQxb3ybC7XHpWfE Neues Video von Crux mit Mark Selby - The Batterie Show

https://x.com/minerdeck/status/1820069044721955310?s=46&t=CND_DF6ErYtM-d_GnIoKqA Nickel letzte Woche 2,68% im Preis gestiegen!

Hier eine interessante Meinung von einem anderen Forum! @Mikeymike426 These arguments about highways and grades are getting old. All one needs to do is look at who benefits from Crawford and who controls the permitting. We live in a capitalist society folks. Filed in March 2023 is the Cooperation plan for the Crawford Nickel Project https://iaac-aeic.gc.ca/050/documents/p83857/147106E.pdf On this document you will find that in the table on page 2 the minister of mines controls 2 categories, crown leases for mining and Mine closures and rehabilitation. You know George Pirie! But who benefits. Well, quite literally everyone from more work coming to the area for tradesmen to money in taxes coming to Timmins (who has an ambitious growth plan). Not to mention the political gains from bringing a project like this to fruition and I guess you can say that for all politicians ie ministers signing off on this, but I digress. Within the project proposal there is a 20 km section of rail. Ontario Northland will be all in favour of new extensions to the rail because it brings long term use and dépendance on rail to move ore! Win win! Then there is power supply. Does anyone think Hydro One wouldn't want this? I mean again long term business, more work and an expanded network. Win Win! On Emissions and resources? Who wouldn't back a net zero mining operation and carbon capture facility. This gets more complex with the foundary and processing facilities but Timmins needs a facelift as Glencore starts to vacate and with an am itious growth plan jobs are essential. FYI mines help build homes for the labour force ;) Environmental permitting... They are proactively working with three First Nations groups who now have a vested interest. All that and I haven't even mentioned the pull that Agnico has or Anglo for that matter, but that's a conversation on its own. From discovery to a mine is a game of chess and Mark has played a near perfect game. He has surrounded himself with all the right people and has a wealth of expertise backing him in this endeavour to advance Crawford. Just my two cents :)

Sehen Sie sich dieses Jobangebot bei Canada Nickel Company an: https://www.linkedin.com/jobs/view/3987530829 Stellen Umwelttechniker ein

Proposal to amend nickel low-carbon briquette premium Fastmarkets proposes to amend its MB-NI-0256 nickel low-carbon briquette premium, cif global to include all shapes of Class 1 nickel metal. https://www.fastmarkets.com/insights/proposal-to-amend-nickel-low-carbon-briquette-premium/

How the EV boom led Chinese companies to take over Indonesia’s nickel industry https://www.cnbc.com/2024/07/27/chinese-dominance-in-indonesias-nickel-industry-during-ev-boom.html

Canada Nickel Provides Update on Crawford Project Optimization and Commencement of Pilot Plant Operation #CEOBriefBot - Successful completion of metallurgical testing on Crawford East Zone material - High grade nickel sulphide concentrate produced from East Zone sample - 10 new open circuit variability tests showed higher nickel recoveries than feasibility study model - Pilot plant program initiated at SGS Lakefield to produce nickel and NiCr magnetite concentrate Full press release: (https://ceo.ca/@newswire/canada-nickel-provides-update-on-crawford-project-optimization)

Soweit hätte ich mir den Abverkauf auch nicht vorgestellt. Mal kucken wann sich was in die andere Richtung bewegt.

https://www.canada.ca/content/dam/nrcan-rncan/site/critical-minerals/Critical-minerals-strategyDec09.pdf "Of Canada’s 31 critical minerals, six are initially prioritized in this Strategy for their distinct potential to spur Canadian economic growth and their necessity as inputs for priority supply chains. These six minerals are lithium, graphite, nickel, cobalt, copper, and rare earth elements (Annex B)" "To enable the exploration of critical minerals, a new 30 percent Critical Mineral Exploration Tax Credit is being introduced that would be available to investors under certain flow-through shares agreements to support specified exploration expenditures incurred in Canada. This tax credit is applicable to specific critical minerals including nickel, lithium, cobalt, graphite, copper, rare earth elements, vanadium, and uranium, among others"

Is nickel down but not out? https://www.theglobeandmail.com/investing/investment-ideas/article-is-nickel-down-but-not-out/

In search of the elusive green nickel premium https://www.reuters.com/markets/commodities/search-elusive-green-nickel-premium-2024-07-23/

Canada Nickel outlines new million-tonne nickel resource near Timmins BHP's pain in mothballing Australian nickel mines is Canada Nickel's gain, says CEO Mark Selby https://www.timminstoday.com/local-business/canada-nickel-outlines-new-million-tonne-nickel-resource-near-timmins-9239495

Why some in the mining industry are calling for a two-tiered approach to pricing nickel https://magazine.cim.org/en/environment/the-green-premium-en/

Deloro Initial MRE Outlines Sizable Nickel Sulphide Resource Timothy Lee | Mining Analyst tlee@redcloudsecurities.com Development Update July 19, 2024 Impact: Positive Canada #Nickel reported an initial mineral resource estimate (MRE) for its Deloro Ni project in the Timmins area. The initial MRE outlined I&I resources of 438.8Mt at 0.25% Ni for ~1.1Mt of contained metal (at a cut-off of 0.1% Ni). In our opinion, this is a positive step for CNC. While Deloro is smaller than Crawford and has a smaller footprint than most of the other targets in CNC’s portfolio, it contains a sizeable resource. https://cdn-ceo-ca.s3.amazonaws.com/1j9kthb-20240719-CNC-Update.pdf

https://www.batterymaterialsreview.com/ourblogs/biden-administration-shows-that-a-little-knowledge-is-a-dangerous-thing/ This is a very good article that covers the challenges in the NA EV supply chain. While I am confident in MS, the issue for CNC to me remains to be the lackluster domestic demand. CNC seems to be the lone wolf in the domestic supply chain and a supply chain needs a lot more than just nickel.