4. November 2024, 14:10
http://twitter.com/emmerson_plc?lang=de
"Emmerson PLC (@emmerson_plc) / Twitter
CEO Graham Clarke recent site visit has highlighted key advantages afforded by the project’s location. The project’s access to established infrastructure is a key differentiator from many African potash deposits, which will only continue to keep pre-production capital costs down.
[Blockierte Grafik: https://pbs.twimg.com/media/E6…B?format=jpg&name=900x900]"
Hast Du hier irgendwelche Absichten?
Will Nichts aufdrängen, habe nur Dein "Like" gesehen.
Faaaaalls Du hier auf Der "Lauer" liegen solltest,
kann/könnte man natürlich auch, erst, "Gewisse" Meilensteine abwarten,
und wenn Die zur Zufriedenheit ausfallen Die Hand anlegen..................................
Vermuuute dass Diese Meilensteine dann, gff, "rund um Finanzierung" wären.
Ich will echt Nichts aufdrängen, nur EIne Überlegung/Anmerkung.
Hast Du hier irgendwelche Absichten?
Ich bin Mitte Juni rein mit ner kleinen Position, für ca 0,6 €. Hatte lediglich die Präsentation quergelesen, da war auch das Bild mit dem Kostenvergleich drin, den Du oben in Deinem Beitrag hast. Von daher der Like, war so nach dem Motto, das Bild kenn ich doch.
Es stecken da (bisher) keine ausgefeilten Überlegungen meinerseits drin, mehr so ein Bauchgefühl, daß aus dem Laden was werden könnte, bzw. daß andere das so sehen könnten.
Ich bin Mitte Juni rein mit ner kleinen Position, für ca 0,6 €. Hatte lediglich die Präsentation quergelesen, da war auch das Bild mit dem Kostenvergleich drin, den Du oben in Deinem Beitrag hast. Von daher der Like, war so nach dem Motto, das Bild kenn ich doch.
Es stecken da (bisher) keine ausgefeilten Überlegungen meinerseits drin, mehr so ein Bauchgefühl, daß aus dem Laden was werden könnte, bzw. daß andere das so sehen könnten.
Faaaaalls man DIe Zeit hat,
Die Recherche,
@14. Juli, Post 1 ,
ist m.E. echt gut,
aber sehr lang.
Jedem Selbst überlassen, nur -nochmaliger-Hinweis.
Den, Ersten, Artikel stelle hier noch komplett rein
http://www.proactiveinvestors.co.uk/companies/news/930150/emmerson-making-rapid-progress-on-low-cost-potash-project-930150.html
Ich bin Mitte Juni rein mit ner kleinen Position, für ca 0,6 €. Hatte lediglich die Präsentation quergelesen, da war auch das Bild mit dem Kostenvergleich drin, den Du oben in Deinem Beitrag hast. Von daher der Like, war so nach dem Motto, das Bild kenn ich doch.
Es stecken da (bisher) keine ausgefeilten Überlegungen meinerseits drin, mehr so ein Bauchgefühl, daß aus dem Laden was werden könnte, bzw. daß andere das so sehen könnten.
Mal 2, 3 Sachen:
1
Was mal, m.K., sagen kann ist Dass Emmersons Khemisset Eine MENGE, MENGE (potenzielle) Vorteile hat, gegenüber "Vielen Anderen" Pottasche (Entwickler)Projekten.
Sie haben auch mindestens 1 Nachteil,
Das sind Die relativ Niedrigen "Grades",
Welche aber, m.E., durch Die schiere Anzahl an Vorteilen, Stärken Des Projekts WEIT, WEIT mehr als ausgeglichen, wettgemacht werden.
Aber trotzdem, Jeder Der Produzent werden will muss auch den GANZEN Weg gehen,
in Dem Sinn ist sicherlich "Alles rund um FInanzierung" Die Nächste Zeit Das mit Wichtigste, Aussschlaggebendste.
2
Ich will wie gesagt Nichts aufdrängeln,
aber WENN Du noch was suchen solltest:
AVZ MINERAL und BLACKROCK SILVER würde auch mal ERNSTHAFT ÜBERLEGEN mir paar Stücke zu holen.
Bei AVZ, WENN Du mit Dem Land "klarkommst".
GALENA MINING kann man m.E. auch absolut ernst drüber nachdenken.
Die haben "schon fast Alles zusammen".
Von Den Vorgestellten Firmen gibts sicher "noch paar Mehr", Die da(für) in Frage kämen,
aber Das mal 3, von Denen, Die ich, gff, ernsthaft, dafür, in Erwägung ziehen würde.
Good Luck
http://twitter.com/emmerson_plc?lang=de
"Emmerson PLC (@emmerson_plc) / Twitter
CEO Graham Clarke recent site visit has highlighted key advantages afforded by the project’s location. The project’s access to established infrastructure is a key differentiator from many African potash deposits, which will only continue to keep pre-production capital costs down.
[Blockierte Grafik: https://pbs.twimg.com/media/E6ztVNiWYAEcVlB?format=jpg&name=900x900]"
EMMERSON PLC Emmerson Shareholder Call
http://www.youtube.com/watch?v=e-efeSuYRtY
- Emmerson PLC
49 Abonnenten
Emmerson's primary focus is on developing the Project located in Northern Morocco. The Project has a large JORC Resource Estimate (2012) of 537Mt @ 9.24% K 2 O and significant exploration potential with an accelerated development pathway targeting a low capex, high margin mine. Khemisset is perfectly located to capitalise on the expected growth of African fertiliser consumption whilst also being located on the doorstep of European markets. This unique positioning means the Project will receive a premium netback price compared to existing potash producers. The need to feed the world's rapidly increasing population is driving demand for potash and Emmerson is well placed to benefit from the opportunities this presents. The Feasibility Study released in June 2020 indicated Khemisset has the potential to be among the lowest capital cost development stage potash projects in the world and also, as a result of its location, one of the highest margin projects. This delivered outstanding economics including a post-tax NPV 10 of approximately US$1.4 billion using industry expert, Argus', price forecasts.
Alles anzeigenEMMERSON PLC Emmerson Shareholder Call
http://www.youtube.com/watch?v=e-efeSuYRtY
- Emmerson PLC
49 Abonnenten
Emmerson's primary focus is on developing the Project located in Northern Morocco. The Project has a large JORC Resource Estimate (2012) of 537Mt @ 9.24% K 2 O and significant exploration potential with an accelerated development pathway targeting a low capex, high margin mine. Khemisset is perfectly located to capitalise on the expected growth of African fertiliser consumption whilst also being located on the doorstep of European markets. This unique positioning means the Project will receive a premium netback price compared to existing potash producers. The need to feed the world's rapidly increasing population is driving demand for potash and Emmerson is well placed to benefit from the opportunities this presents. The Feasibility Study released in June 2020 indicated Khemisset has the potential to be among the lowest capital cost development stage potash projects in the world and also, as a result of its location, one of the highest margin projects. This delivered outstanding economics including a post-tax NPV 10 of approximately US$1.4 billion using industry expert, Argus', price forecasts.
Emmerson plc webinar
http://www.youtube.com/watch?v=gtoHEpsudgo
Das ist noch Eine "generell Markt Wichtige Meldung"
http://www.worldfertilizer.com/potash/18062021/jansen-potash-project-fid-delayed/
"Jansen" ist im Prinzip "Mit Der Elephant in the Room(***), im Pottasche Markt", würde mal sagen
(*** also EIne DEEER am Meisten Beeinflussenden Sachen)
BHP APPROVES JANSEN STAGE 1 POTASH PROJECT INVESTMENT
"Published by Jessica Casey, Editorial Assistant
Global Mining Review, Wednesday, 18 August 2021 09:00
BHP has approved US$5.7 billion (CAN$7.5 billion) in capital expenditure for the Jansen Stage 1 (Jansen S1) potash project in the province of Saskatchewan, Canada.
BHP CEO, Mike Henry, said Jansen is aligned with BHP’s strategy of growing our exposure to future facing commodities in world class assets, which are large, low cost and expandable.
“This is an important milestone for BHP and an investment in a new commodity that we believe will create value for shareholders for generations,” Henry said.
Jansen is located in the world’s best potash basin and is expected to operate up to 100 years. Potash provides BHP with increased leverage to key global mega-trends, including rising population, changing diets, decarbonisation and improving environmental stewardship .
“In addition to its merits as a stand-alone project, Jansen also brings with it a series of high returning growth options in an attractive investment jurisdiction. In developing the Jansen project, BHP has had ongoing positive engagement and collaboration with First Nations and local communities, and with the provincial and federal governments. Jansen is designed with a focus on sustainability, including being designed for low greenhouse gas (GHG) emissions and low water consumption,” Henry added.
Jansen S1 is expected to produce approximately 4.35 million tpy of potash, and has a basin position with the potential for further expansions (subject to studies and approvals). First ore is targeted in the 2027 calendar year, with construction expected to take approximately six years, followed by a ramp up period of two years.
Jansen S1 includes the design, engineering and construction of an underground potash mine and surface infrastructure including a processing facility, a product storage building, and a continuous automated rail loading system. Jansen S1 product will be shipped to export markets through Westshore, in Delta, British Columbia, and the project includes funding for the required port infrastructure.
BHP anticipates that demand growth will progressively absorb the excess capacity currently present in the industry, with opportunity for new supply expected by the late 2020s or early 2030s. That is broadly aligned with the expected timing of first production from Jansen. Beyond the 2020s, the industry’s long run trend prices are expected to be determined by Canadian greenfield solution mines. In addition to consuming more energy and water than conventional mines like Jansen, solution mines tend to have higher operating costs and higher sustaining capital requirements.
At consensus prices, the go-forward investment on Jansen is expected to generate an internal rate of return of 12 – 14%, an expected payback period of seven years from first production and an underlying EBITDA margin of approximately 70% given its expected first quartile cost position.
The company have previously acknowledged the US$4.5 billion (pre-tax) of capital invested to date has resulted in a significant initial outlay and that the approach would be different if considering the project again today. The investment to date includes construction of the shafts and associated infrastructure (US$2.97 billion scope of work), as well as engineering and procurement activities, and preparation works related to Jansen S1 underground infrastructure. The construction of two shafts and associated infrastructure at the site is 93% complete and expected to be completed in the 2022 calendar year. To date approximately 50% of all engineering required for Jansen S1 has been completed, significantly de-risking the project. If the investment to date were to be included, the full cycle project would yield a much lower internal rate of return .
As part of its 2021 financial results, the company have assessed the carrying value of the existing potash asset base as at 30 June 2021 and have recognised a pre-tax impairment charge of US$1.3 billion (US$2.1 billion after tax). The impairment charge against the potash assets reflects an analysis of recent market perspectives and the value that we would now expect a market participant to attribute to the investments to date. "
Alles anzeigen"Jansen" ist im Prinzip "Mit Der Elephant in the Room(***), im Pottasche Markt", würde mal sagen
(*** also EIne DEEER am Meisten Beeinflussenden Sachen)
BHP APPROVES JANSEN STAGE 1 POTASH PROJECT INVESTMENT
Getting to the Root of BHP’s Potash Move
[Blockierte Grafik: https://www.sharecafe.com.au/wp-content/uploads/2021/08/Potash-mine.png]http://www.sharecafe.com.au/2021/08/20/getting-to-the-root-of-bhps-potash-move/
http://globalnews.ca/video/8121748/bhp-moving-ahead-with-jansen-potash-mine-in-saskatchewan
Alles anzeigenGetting to the Root of BHP’s Potash Move
[Blockierte Grafik: https://www.sharecafe.com.au/w…s/2021/08/Potash-mine.png]http://www.sharecafe.com.au/2021/08/20/getting-to-the-root-of-bhps-potash-move/
http://globalnews.ca/video/8121748/bhp-moving-ahead-with-jansen-potash-mine-in-saskatchewan
[Blockierte Grafik: https://c.mql5.com/31/631/who-…eak-logo-200x200-8613.png]
http://smallcaps.com.au/bhp-commitment-developing-jansen-points-strong-potash-outlook/
[Blockierte Grafik: https://www.redbug-home.com/wp…-it-hed-2013-1080x360.jpg]
http://omny.fm/shows/dig-deep-the-mining-podcast/understanding-the-potash-industry-with-graham-clar?in_playlist=dig-deep-the-mining-podcast!podcast
- Understanding The Potash Industry - with Graham Clarke
In this episode we chat to Graham Clarke, CEO of Emmerson Plc who are a potash development company focused on the development of the Khemisset Potash Project in Northern Morocco.
Graham is a senior executive of over 30 years with an expertise in potash and polyhalite working for the likes of Cleveland Potash and Sirius Minerals so is someone who understands the industry inside out and I’m interested as you to learn more about the potash industry. Graham talks about the potash industry as a whole and what Emmerson’s plans are moving forward through to construction and production.
KEY TAKEAWAYS
BEST MOMENTS
'Every plant in the world needs six macronutrients'
'There's around 80 million tons of potash sold every year'
'We globally have to produce 60% more food by 2050, than we produce today'
'We're very strong on the environment'
VALUABLE RESOURCES
Dig Deep – The Mining Podcast on iTunes
Graham Clarke LinkedIn - https://www.linkedin.com/in/gr…544/?originalSubdomain=uk
ABOUT THE HOST
Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight to peoples experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.
Rob is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first world to third world countries from Africa, Europe, Middle East, Asia and Australia. We source, headhunt and discover new and top talent talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients organisation in any mining discipline or level. Mining International provides a transparent, informative and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.
CONTACT METHOD
https://www.linkedin.com/in/rob-tyson-3a26a68/
https://twitter.com/MiningConsult
https://www.facebook.com/MiningInternational.org
