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

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.

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