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

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.

Canada Nickel (TSXV:CNC) - 1st Resource of 7 New Resources All By Q1/25 https://youtu.be/FuAq2wt3gqw?si=ihb94Al6SvjlX7t9 Letztes Crux Video

Mein EK ist höher Um 0,65 € könnte ein guter Kurs sein zum Aufstocken - wenn ein Boden da ist

meinst du auch zum nachkaufen bin noch auf EK 0,88 überlege aber stark bei unter 0,65 nochmals zuzuschlagen um auf 1%-1,5% Depotgewichtung zukommen

Zur Zeit ist der Kurs Scheiße

Canada Nickel Company (TSX-V: CNC) Announces Initial Deloro Nickel Sulphide Project Resource Highlights: 🔹First of seven new nickel resources expected to be published by end of the first quarter of 2025 demonstrating the potential scale of the Timmins Nickel District 🔹Initial Deloro indicated Resource of 81 million tonnes grading 0.25% nickel containing 202kt of nickel plus a further Inferred Resource of 357 million tonnes grading 0.25% nickel containing 885kt of nickel 🔹Seven exploration rigs currently drilling across the Timmins Nickel District The Deloro Nickel Sulphide Project is located in the heart of the prolific Timmins-Cochrane mining camp in Ontario, Canada, and is adjacent to well-established, major infrastructure associated with over 100 years of regional mining activity. The Deloro project is accessible year-round by road, is located just 8 km south of Timmins, 7 km southwest of the Dome Mine-Mill Complex and less than 2 km from existing powerlines. Mark Selby, CEO of Canada Nickel commented, "We are very pleased with the size of this initial resource on Deloro particularly given the relatively small scale of the target footprint relative to the 20+ targets in our portfolio. Deloro has an advantageous location near both Timmins and the mining and processing infrastructure at the Dome Mill, and benefits from a relatively low overburden of an average of just 9 metres."

BHP to place Nickel West on care and maintenance until at least 2027 after downturn in industry https://thewest.com.au/business/mining/bhp-to-place-nickel-west-on-care-and-maintenance-until-at-least-2027-with-3300-jobs-to-go-c-15305316

https://insidexploration.com/canada-nickel-closes-previously-announced-us15-million-loan-facility-with-auramet-international-inc/ Canada Nickel Closes Previously Announced US$15 Million Loan Facility with Auramet International, Inc.

Beyond 2024, nickel prices to increase steadily to 2028: Fitch https://www.mining.com/beyond-2024-nickel-prices-to-increase-steadily-to-2028-fitch/

https://x.com/minerdeck/status/1806297481212211532?s=46&t=CND_DF6ErYtM-d_GnIoKqA Schöner Chart mit Nickel Intercepts

Benchmark Mineral Intelligence forecasts small lithium surpluses then deficits for lithium, nickel & cobalt to increase from 2027 onwards.

Spannend wird nochmal die Finanzierung der nötigen Investitionen in 2026/27.