Volt Resources WKN: A2AGQP ISIN: AU000000VRC9 Kürzel: VRC Forum: Aktien Thema: Hauptdiskussion

Interessant, aber leider fehlt momentan die Kohle

Volt Resources (ASX: $VRC) has received interest from an emerging graphite anode producer for its Bunyu graphite concentrate. Volt will send the future producer a sample for evaluation, as it continues to unlock the value of the Bunyu project, which has one of the largest graphite deposits in the world (461 million ton @ 4.9% TGC for 22.6 million ton contained graphite). Several North American gigafactories are expected to come on-line in the next 2 to 3 years. With the implementation of graphite export controls by China, the objective of anode producers is to comply with the Inflation Reduction Act and Critical Raw Material Act to meet automotive OEM requirements. Due to this, Volt believes that customer interest in Bunyu graphite concentrate will continue to rise.

https://panafricanvisions.com/2024/06/tanzanias-graphite-mining-sector-enters-new-era-of-growth-and-potential/

August kommt immer näher... Kommen die IRA Gelder aus USA....!?

https://hotcopper.com.au/threads/ann-corporate-presentation.8118675/ News: Hier die letzte Präsentation!

Wenn genug Kunden (vielleicht sogar der ein wirklich großer/gewichtiger) am Ende wirklich sagen, dass sie das Bunyu-Graphit brauchen/wollen, könnte das evtl. ein gutes Argument bzgl. US-Förderung sein.

Increased customer interest ASX-news von heute. As advised in ASX release of 11 June 2024 “Volt Starts Production Trials of Patent Pending High Purity and High Value precursor Anode Active Material”, our ultra- high purity (99.95%) graphite is an important part of our future activities. We are pleased to advise that a large established lithium-ion battery (LiB) graphite anode producer expressed interest in the ultra-high purity graphite product and has been sent a sample for their evaluation. While the customer evaluation is ongoing, we plan to produce additional quantities of this product, continue product development efforts, and seek additional customers for product evaluation and on product acceptance, enter into product offtake agreements to support the development of a high-purity graphite production facility. Volt Managing Director and CEO, Prashant Chintawar, said: “We are pleased to see increased customer interest in the ultra-high purity graphite products. This is a positive sign for the development of a low capital cost and high margin graphite business, leveraging our experience at producing high purity graphite products.”

Jep, etwas nördlich von Rio Tinto.

Hat Volt da nicht auch ein Grundstück?

https://www.n-tv.de/wirtschaft/Serbien-macht-Weg-fuer-Lithiumabbau-frei-article25094061.html

Volt Resources' (ASX:VRC) Bunyu project is a global scale #graphite deposit boasting 461 million ton @ 4.9% TCG for 22.6 million ton of contained graphite. Volt is planning a two-stage development strategy with Stage 1 to produce 24,780tpa flake graphite and Stage 2 increasing annual production to 170,000tpa. The projected stage 2 graphite production is enough for about 2.8 million electric vehicles per year. The Stage 1 Updated Feasibility study has demonstrated highly favourable economics with: ⌛ Significant improvements in mine life increasing from 7 to 13 years 📈 Total Net Revenue increasing to US$433m from US$268m 🕔 Payback period (before tax) of 2.9 years ⬆ IRR of 31.5% 📊 Total EBITDA increasing by 180% to USD$169m 💲 Pre-tax NPV 7.5% of US$58.9m The project is forecast to create significant benefits and value, including job creation, infrastructure development and overall economic development for the Mtwara region in #Tanzania. The Company executed two binding offtake agreements in 2023 for substantially all-natural flake graphite coarse and fine product from Stage 1 for the first 5 years with the option to extend a further 5 years. Volt Resources is actively working on securing financing to develop Stage 1 Bunyu and unlock the value of this world-class deposit in Tanzania. Learn more 👉 investi.com.au/api/announceme… @asimwe #battterymetal #electricvehicles #criticalminerals #asx #vrc $vrc #resources #mining

The Financial Times has reported that “Graphite has emerged as Washington's 'Achilles heel' in its trade confrontation with Beijing.” The article explained that “The US government was forced to acknowledge that battery makers need Chinese graphite in the short term if any vehicles are to qualify for the IRA tax credits.” "But it is firmly determined to close that loophole as soon as possible, giving companies just a few years to construct a brand new supply chain almost from scratch." Volt Resources is an established producer through its Zavalievsky Graphite mine in Ukraine and is actively developing its flagship global-scale Bunyu Graphite project in Tanzania. As momentum is rapidly building towards diversification of graphite anode supply chains to meet the needs of battery and EV manufacturers across the USA and Europe, Volt Resources believes it is well placed to support this growing demand. Learn more 👉 voltresources.com

https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvTDYL4Q%2B4yRf3v%2BFr%2FLFiGug%3D Leider nicht das, was die Überschrift vermuten lässt, aber immerhin eine Art Vertrauensbeweis.

Auch sehr interessant: https://www.reuters.com/markets/commodities/serbia-set-give-green-light-rio-tinto-lithium-mine-ft-reports-2024-06-16/