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

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.

https://www.linkedin.com/feed/update/urn:li:activity:7186448194313101313?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7186448194313101313%29

NetZero Metals Awards Engineering Contracts and Advances Engineering Studies on Two Processing Facilities https://www.prnewswire.com/news-releases/netzero-metals-awards-engineering-contracts-and-advances-engineering-studies-on-two-processing-facilities-302118848.html Zu SMS Grüne Transformation bildet Grundlage für verbesserte Profitabilität Summary Großprojekte H2 Green Steel und thyssenkrupp Steel untermauern Mission von #turningmetalsgreen Dekarbonisierung bleibt Wachstumsmotor Service-Geschäft weiter gesteigert Ausstieg aus Russland-Geschäft beeinflusst Ergebnis Innovation Hub für Dekarbonisierungs-Technologien gegründet Ausblick: Deutliche Steigerung des Ergebnisses erwartet SMS feiert neben Jubiläum auch Einzug in neuen Campus

https://www.marketbeat.com/instant-alerts/cve-cnc-analyst-earnings-estimates-2024-04-19/ Schätzung erstmals Gewinn von 4 Cent die Aktie.

Ist geschäftlich - also kein Spaß dabei Sakura 🌸 nur zufällig 😎

Mh, zur Kirschblüte drüben. Der feine Herr. Sehr nice. 😃 Viel Spaß, Rudi.

LME bans Russian-origin metal after UK, US impose new sanctions https://www.mining.com/web/lme-bans-russian-origin-metal-after-uk-us-impose-new-sanctions/ Hier zum Nachlesen. Bin gespannt wie es am Montag aussieht vor allem auch wo jetzt der Angriff Irans gegen Israels erfolgte! Wünsche uns allen baldigen Frieden Schöne Grüße aus Japan

Ich kann euch auch mal die Aktie von Freeport McMoran für eine Betrachtung empfehlen. Gerade gibt es einen leichten Absacker der evtl. kaufenswert sein könnte. Freeport produziert Kupfer und Gold.

Neue Sanktionen gegen Russland. Unteranderem auch auf Nickel. 😏

Pleased to speak to our government's investment of $15 million in the Critical Minerals Innovation Fund (CMIF) through #ONBudget2024. Mark Selby, CEO of Canada Nickel Company said that Ontario's investment in the #CMIF strengthens our economy and sets up #Ontario as a top #Mining jurisdiction. https://www.linkedin.com/posts/george-pirie-mpp_onbudget2024-cmif-ontario-ugcPost-7183194536783888384-2bRu?utm_source=share&utm_medium=member_ios

The future of sustainable #mining is here. CEO, Mark Selby, participated in a roundtable hosted by @JonathanWNV & @AnitaAnandMP . #Sustainability is the driving force behind everything we do. We're thrilled to partner w/ Canada to lead the charge towards a greener mining industry. https://x.com/CanadaNickel/status/1776613338899988488

...Ein kleiner Einblick was die Regularien des IRA bedeuten und auch für uns bzw. Canada Nickel zum Vorteil ist: Ein Kriterium: 40 Prozent der „kritischen Mineralien“ einer E-Auto-Batterie, darunter etwa Lithium, Kobalt und Kupfer, müssen aus den USA oder einem Land kommen, mit dem die USA ein Freihandelsabkommen haben. Das sind aktuell nur Kanada und Mexiko. Der Anteil soll bis 2027 auf 80 Prozent steigen.

Verfolgt man die x Accounts von einigen kanadischen Leuten aus Politik und von CNC sieht man hier sehr viele Diskussionen und Meetings zusammen. Siehe hier in diesem Forum https://ceo.ca/cnc?filters[top]=1

An invite to revise critical minerals list https://www.canadianminingjournal.com/featured-article/an-invite-to-revise-critical-minerals-list/

Stantec to provide environmental consulting services for Crawford Nickel Project in Ontario https://im-mining.com/2024/03/29/stantec-to-provide-environmental-consulting-services-for-crawford-nickel-project-in-ontario/

Ontario budget bolsters critical minerals funding https://www.northernminer.com/politics/ontario-budget-bolsters-critical-minerals-funding/1003865429/ “The province’s on-going work facilitating connections between our mining sector and automakers is ensuring a robust supply chain for the materials needed to build electric vehicles right here in Ontario,” Canada Nickel (TSXV: CNC; US-OTC: CNIKF) CEO Mark Selby said in prepared remarks. “The opportunities for growth and innovation in critical minerals are unlimited.”