Full disclaimer: https://capitalanalytica.com/disclaimer.html
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
AEMC's CEO at the Metals Investor Forum on the paradigm shift occurring in nickel mining and how the company's flagship project has the potential to meet future demand
To better focus on its Pocitos 1 Lithium Brine Project in Argentina, it is optioning out its Pinchi Lake Nickel Project for over $5M and 835,000 shares in Ranchero Gold Corp.
https://recharge-resources.com/news/recharge-resources-options-pinchi-lake-nickel-project-for-5-025-million-to-ranchero-gold-and-welcomes-mr-bradley-dixon-to-the-board-of-directors/
CEO, Jed Richardson, on the new commercial production at their Kombat Copper Mine in Namibia, emphasizing the potential for growth through open-pit and underground mining. He also outlines catalysts investors can look out for in 2024.
VLT's focus on oilfield brine specifically really makes them stand out + they increased their potential when they commissioned the demo plant. Now i's game on for oilfield brines across Canada and the US not just Rainbow Lake
AEMC has released a maiden Ni 43-101 MRE for its flagship Nikolia Nickel Project in Alaska showing over 1.5 Billion Lbs of contained nickel in the project's east and west Eureka zones https://alaskaenergymetals.com/news/billion-pounds-nickel-maiden-ni43101-resource/
NIILI.v has submitted an Exploration Plan for it's Nevada North Lithium Project & approval opens doors for expanded drilling, defining mineral resources, and advancing economic studies https://surgebatterymetals.com/surge-battery-metals-files-exploration-plan-of-operations-for-the-nevada-north-lithium-project/
Analysts predict a resurgence in lithium, with some advising investors to seize the opportunity during the current market dip. According to a McKinsey & Co report, the demand for lithium-ion batteries is anticipated to grow by approximately 33% annually. By 2030, it is expected to surpass a market size of $400 billion.
https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/battery-2030-resilient-sustainable-and-circular#/
Interesting article on how Gerardo Del Real from Digest Publishing sees the current lithium dip as an opportune moment for those who missed the initial run in the lithium market to gain exposure.
https://investingnews.com/gerardo-del-real-resource-market-forecast/
Shane Williams, CEO of WRLG, discusses the company's progress at its Madsen Gold Mine at the Metals Investor Forum
BWCG will be at the 121 Mining Conference in London today and tomorrow and will be at two more European conferences later in the month. Could create some good exposure for them
https://blackwolfcopperandgold.com/news/latest-news/blackwolf-announces-participation-in-three-european-conferences-121-in-london-duetsche-goldmesse-in-frankfurt-and-smi-in-zurich/
NILI Chairman, Graham Harris, on how he bought 500,000 shares of the company on the open market, and how his experience at Millennial Lithium (acquired by Lithium Americas for $490M) shows his ability to navigate and overcome lithium market fluctuations
AEMC's CEO on the company's latest drilling results including assays of 0.35% nickel equivalent + he highlights how results from 4 more drill holes are still pending
As far as lithium jrs go I've been following VLT.v for a while because of their proprietary method that can extract lithium from oilfield brines. The Canadian gov't is throwing support for E3 which is also developing DLE extraction tech, but VLT has a much smaller market cap rn. Some good info on them and their tech here if you're interested⬇️
https://www.reddit.com/r/Wallstreetbetsnew/comments/17ru854/revolutionizing_lithium_production_vlts_twostep/?utm_source=share&utm_medium=web2x&context=3
The Biden-Harris Administration has announced a $3.5 billion investment to boost domestic battery manufacturing. This is pretty good news for a lot of jrs, including AEMC
https://investornews.com/critical-minerals-rare-earths/biden-harris-administrations-3-5-billion-investment-in-u-s-battery-manufacturing-and-clean-energy-transition/
The Canadian division of E-One Moli Energy is building a $1 billion lithium-ion battery manufacturing plant in Metro Vancouver with $285M of support from the provincial and federal governments
https://dailyhive.com/vancouver/e-one-moli-energy-maple-ridge-vancouver-bc-battery-plant
More good news from WRLG's Rowan Gold Project. Looks like test work is supporting WRLG's plan to process Rowan's gold through the Madsen Mill and the operational efficiency of the extraction process.
https://westredlakegold.com/west-red-lake-gold-announces-positive-metallurgical-test-results-from-rowan-mine-deposit/
"Nuclear is 100% part of the solution. It’s clean energy.”
- US Special Presidential Envoy for Climate
Safe to say the news bodes well for explorers like SYH and the uranium market as a whole
https://www.bloomberg.com/news/articles/2023-11-14/us-uk-to-push-pledge-to-triple-nuclear-power-by-2050-at-cop28
Great piece on WRLG, which highlights their recent drilling success and upsized PP.
https://news.marketersmedia.com/west-red-lake-golds-wrlgv-rowan-deposit-how-deep-does-it-go/89113167
Interesting article on how some analysts are expecting lithium to rebound. With some calling for investors to BTD https://oilprice.com/Energy/Energy-General/Time-To-Buy-The-Dip-As-Lithium-Stocks-Tank.html
SPGTF's CEO on the company's mission to create shareholder value while providing long-term security for American farmers through its estimated 280 million ton potash resource
AEMC's CEO breaks down the company's Nikolai Nickel Project in central Alaska, exploration results, and exploration plans (including drilling)
Frank Giustra highlights his investment in gold junior BWCG.v and their recent drill assays at Red Cloud's Fall Mining Showcase
AEMC.v scores immediate buy from The National Investor's Chris Temple⬇️
https://www.streetwisereports.com/article/2023/11/09/metals-co-striking-it-rich-in-alaska.html
Great breakdown of SSVR's latest investor presentation for those who missed it https://www.reddit.com/r/PennyStocksCanada/comments/17sk99m/summa_silver_ssvrv_ceo_presentation_highgrade/
CEO Greg Beischer on how AEMC is making significant strides at its Nikolai Project, a vast, homogeneous nickel deposit in Alaska.
$TM's Kombat #Copper Mine in Namibia produced 901 tonnes of concentrate with a copper grade of 29.2% and 241 g/t of silver last month, exceeding expectations$PNTZF $TM.v @trigonmetals https://t.co/4T8xb2f82t
— The TSX Dude (@TheTSXDude) November 9, 2023
$WRLG is set to raise $13M for #gold exploration at its Red Lake Gold District Projects
— The TSX Dude (@TheTSXDude) November 9, 2023
Madsen Mine = 1.65M gold oz @ 7.4 g/t indicated/ 0.37M oz @ 6.3 g/t inferred
Rowan Property = 827,462 inferred oz @ 9.2 g/t$WRLG.v $WRLGF @WestRedLakeGoldhttps://t.co/QOznhjj6wW
"The global aerospace industry's recovery is driving up demand for nickel, leading to increased prices and longer lead times, which impacts the energy industry" while AEMC is reporting big progress at its Nikolai Nickel Project https://oilprice.com/Energy/Energy-General/LNG-And-Offshore-Energy-Projects-Face-Delays-As-Nickel-Prices-Soar.html
"Silver remains intriguing for investors in 2023, especially during economic uncertainties"
https://www.livemint.com/money/personal-finance/precious-metals-assessing-the-investment-potential-of-silver-in-2023-11698659222633.html
AEMC is set to start an investor awareness campaign. Timing aligns well with development underway at their Nikolai project.
https://alaskaenergymetals.com/news/alaska-energy-metals-announces-marketing-and-investor-awareness-campaign/
RR's neighbour Rock Tech has secured a 5-year partnership with Mercedes-Benz, valued at 1.5 Billion Euros. RR's MC is $12.6M while Rock Tech's about 10x that.
https://recharge-resources.com/news/recharge-completes-reconnaissance-program-at-georgia-lake-north-lithium-project-with-drilling-and-resource-estimate-pending-at-pocitos-1/
VLT is getting ready to apply its Direct Lithium Extraction tech to brines from across North America
https://voltlithium.com/wp-content/uploads/2023/10/23-10-24-Press-Release-N.-America-Brines-Expansion-FINAL-CLEAN.pdf
AEMC hit a new 52-week high last Monday after drilling results from its Nikolai Nickel Project. Other valuable elements like copper, cobalt, and precious metals were also intersected
https://www.baystreet.ca/articles/breakoutstocks/91993/Alaska-Energy-at-52-Week-High-on-News
Metals Focus, a precious metals research consultancy, predicts that the growing need for AI chips will lead to greater demand for various precious metals, including gold, silver, platinum, and palladium. This demand will be fueled by AI servers and switch production to support evolving AI algorithms.
https://schiffgold.com/key-gold-news/ai-boom-could-boost-demand-for-precious-metals/
"The way things are potentially going, demand for lithium will outstrip supply by 46 per cent." Great article that directly addresses the lithium bears.
https://www.goldcoastbulletin.com.au/business/stockhead/high-voltage-battery-metal-bears-out-in-force-but-lithium-demand-is-absolutely-there-says-pls-boss/news-story/fbe89cbc8a9293d7f59f0b33280d18ba