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

Passt zwar nicht ganz zu CNC aber hier noch News zu Ontario - hier entsteht was interessantes: Asahi Kasei to Build a Lithium-ion Battery Separator Plant in Canada https://www.nonwovens-industry.com/contents/view_breaking-news/2024-05-08/asahi-kasei-to-build-a-lithium-ion-battery-separator-plant-in-canada/

Crux investor Interview with Mark Selby, CEO of Canada Nickel Recording date: 2nd May 2024 Nickel bouncing around on either side of $19,000. Post our last meeting, nickel got up to $19,700 before turning back down, dropping through $19,000 last night for the first time in 2 weeks. LME inventories, after falling down to mid-70 thousand tonnes, have bounced back up to a high 70 thousand tonnes The price rally has been helped by short covering – remember back to pre-Chinese New Year – funds at the largest short position ever (which helped support my case for limiting downside and case for the rally); funds now covered those shorts and are actually positioned slightly long. Positioning pretty neutral generally helps prevent moves from getting too big. For those of you who are long copper, the green signals I saw 5-6 months ago are long gone. We still may see one more surge higher, but I think we’ve topped out for a while. Take some profits INSG put out their April forecast (they meet twice a year). World primary nickel production was 3.060Mt in 2022 and 3.356Mt in 2023, and is forecast to reach 3.554Mt in 2024. The estimates do not include an adjustment factor for possible production disruptions. World primary nickel usage was 2.963Mt in 2022 and 3.193Mt in 2023. The INSG forecasts an increase to 3.445Mt in 2024. Therefore, the implicit market balances are surpluses of 98kt in 2022, 163kt in 2023 and 109kt in 2024. This compares to forecast surpluses last October of 223kt in 2023 and 239kt in 2024. Note INSG only forecasts supply without a disruption allowance, At a 3-5% allowance, their 2024 forecast is effectively a deficit, particularly as they only have 8% demand growth (my forecast is for 10+% this year) https://m.youtube.com/watch?v=Teexayec1OE

Canada Nickel Company Concludes Successful Participation in Washington, D.C. Summit on North American Critical Minerals Strategy https://www.newswire.ca/news-releases/canada-nickel-company-concludes-successful-participation-in-washington-d-c-summit-on-north-american-critical-minerals-strategy-825190328.html

https://ceo.ca/cnc?filters%5Btop%5D=1 @Magnum314159 Meeting was at 10am today. For Netzero, they are looking at brown field sites around Timmins for the Ni and Stainless steel plants, including the old Met site. They have considered using the Kidd open pit for Reid tailings. They hope to secure funding by end of year. Mark claims that the Canadian Federal and Provincial government along with the American department of defense are supportive of the CNC projects. They are still working on the open pit design for Texmont. Uplisting to the TSX still requires some work. That's what I absorbed. Feel free to correct me if I got anything wrong. @grm9727 The Met sight is on their radar but if a deal cannot be done with Glencore than there are a number of other brown field sites they can go too. The main milling will be done at the mine site and the slurry would be sent to the processing plants. Mark and others are very confident that we will have money from the Fed's and Provincial government as well from the US Gov. before the end of the year, Mark is still in Washington for followup meetings.We should see a steady flow of drill results by next week, lag time is around 6-8 weeks if I remember correctly. How does the purchase by BHP of Anglo effect us....deeper pockets at the table. Agnico gave us the funds to drill out our sites to prove up what we have.The demand for nickel going forward is even strong then people realize. @grm9727 By having money from all level of governments it will de-risk the project completely. They are in talks with several others regarding off takes. I Asked about Honda and the comment was "everyone is looking to lock up supply before others and getting the nickel they need with out being held hostage by suppliers in the future Hier was neues aus einem kanadischem Forum

Ontario’s Minister of Mines @GeorgePirieMPP discussing how Ontario is leading Canada’s critical mineral and EV revolution, together with @FrontierLithium and @CanadaNickel at the Energy Transition Metals Summit. 🔋 ⚡️ 🇨🇦 #criticalminerals #batterymetals #lithium @northernminer https://x.com/gregorydare/status/1784959744819515604?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Ja klar aber das siecht alles so dahin. Na ja wird werden Kucke mir mal Almoty an - Wolfram kann man ja auch im Krieg gut brauchen. 🙂‍↕️

Deputy Prime Minister Chrystia Freeland told reporters that Canada and its allies are considering trade measures against Indonesia, for flooding the market with cheap nickel, and China, due to its control over many nickel operations, as reported by The Globe and Mail. The oversupply of nickel from Indonesia has already led to a significant number of nickel miners reviewing or suspending their operations. https://magazine.cim.org/en/news/2024/weekly-mining-news-recap-april-26/

Noch zu weit weg, die Zeitschiene. Abbau prognostiziert 2027. Wie du schon sagtest, wenn komplett durchfinanziert, Anlagen gekauft und mehr als die Straße im Bau ist, dann langsam Rudi, dann sollte es sich bemerkbar machen. Hach, das dauer alles noch sooooooo lange. P.S. schau dir Almonty an. Da geht bissl früher was. Da Hege ich ganz starke Hoffnungen drin.

Eigentlich schaut das für CNC sehr gut aus alles - dennoch macht sich das nicht im Kurs bemerkbar, zumeist noch nicht. Das Positive: Samsung SDi will mit Solid State Batterien raus die gut Nickel benötigen - sie haben in CNC investiert Angnico Eagle will in technische Metalle und entscheidet sich für CNC Anglo ist schon länger bei CNC dabei CNC wird Klimanegativ Nickel produzieren können Nickel Preis steigt in der letzten Zeit In Otario werden Batterie und Autofabriken entstehen die Klimaneutrale Rohstoffe haben wollen. Frag mich warum sich das noch nicht im Kurs widerschlägt??

https://www.wallstreet-online.de/nachricht/18025155-uebernahmekampf-anglo-american-lehnt-bhps-angebot-36-milliarden-euro

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.