Beiträge von Popeye82

  • Atlas Salt / SALT (TSXV)

    "...................Oil, gold, silver, sugar, soybeans, coffee, corn, and lumber all rank high on the list of commodities preferred by traders. But salt is possibly the most widely used commodity on earth. In fact, there are over 14,000 different uses for salt, and scientists are even coming closer to developing a greener alternative to the lithium-ion battery through the use of salt!


    So, surely a mineral in such high demand makes for a solid investment opportunity? It would seem so. And with the so-called salt wars heating up, timing is everything.


    Is the great North American salt war emerging?


    According to legend, the mythical Huangdi, a Chinese sovereign also known as The Yellow Emperor, presided over the first war ever fought over salt. Since then, there have been many more notable salt wars battled out around the world. Such as the San Elizario Salt War between the U.S. and Mexico.


    In recent years, supply gaps have forced North America to import much of the salt required to meet its de-icing needs. There are now concerns over security of supply and rising prices, so it should come as no surprise that private equity sees an increasing opportunity in this space right now, along with Compass Minerals (NYSE: CMP), the salt giant among publicly traded companies. A battle over market share (the new “salt war”) maybe brewing between the two.


    The pandemic is highlighting the fragility of many of the world’s supply chains 8o 8o 8o 8o 8o , and this is one of them. Having a supply close to market is a distinct advantage. So, in keeping with this line of thought, Red Moon’s undeveloped salt resource so close to key markets is exceedingly attractive.


    Acquisition target?


    Red Moon’s high-grade salt asset makes the company a potential acquisition target for aggressive private equity and venture capitalists.


    The private equity mobs are eager to fill their pension pots with profitable pure-play projects. A Great Atlantic Salt acquisition is appealing because Red Moon’s resource has longevity. With a projected 50-plus-year-lifespan, this far outperforms the usual 10-to-15-year lifespan of gold and silver mines.


    New-York listed Compass Minerals International (NYSE: CMP) is a $2.3 billion salt producer that has seen its share price soar in the past year. And on more than one occasion it’s Goderich rock salt mine in Ontario has been the M&A target of Wall Street venture capitalists.


    Not to be outdone, German chemical company K&S AG (ETR: SDF) recently sold its Americas salt business to Stone Canyon Industries for a whopping $3.2 billion. This was the culmination of a bidding war between Wall Street major players Cerberus Capital Management, oil conglomerate Koch Industries, and revered private equity investor Advent International.


    The fact so many heavyweights were keen to snap up this salt producing giant shows billions of dollars are at the ready for nurturing this most ancient resource.


    A highly attractive advanced micro-cap


    K&S produces around 15 million tonnes a year in the Americas. By comparison, Red Moon is targeting 2 to 4 million tonnes a year from Great Atlantic (subject to a positive Feasibility Study). Red Moon’s current market cap is approximately $50 million (CDN). This remains speculative but needless to say, it’s not hard to appreciate why Great Atlantic would appeal to private equity.


    And another twist in this interesting tale is the interconnected world of mining, where Rowland Howe, President of Red Moon, used to work for Compass Minerals for many years and actually developed the Goderich mine to become the largest underground salt mine in the world.


    The time will come when Red Moon captures the attention of the major industry players.


    And that’s without taking into consideration the underground renewable energy storage opportunity Red Moon is proposing to spin out to shareholders through the formation of a new company. This move, in itself, is very strategic in multiple ways, as it’ll create a “pure play” salt deal and unlock the value of an asset that’s currently overshadowed by Great Atlantic.


    Storing green hydrogen safely


    Green hydrogen is one of the most exciting energy transition projects to take shape in recent years. It is zero emission energy with the potential to play a key part of curbing climate change and could be a real game changer in the world’s energy markets.


    There are varying degrees of hydrogen and green is the most environmentally friendly. That’s because it’s produced using renewable energy and electrolysis to separate hydrogen from water......................."

  • Atlas Salt / SALT (TSXV)

    "Ketchup"flasche............................




    What do salt, green hydrogen and private equity have in common? A money-spinning investment opportunity, that’s what!

    http://www.valuethemarkets.com/2021/05/11/rock-salt-green-hydrogen-and-private-equity-a-little-known-investment-opportunity-not-to-be-missed/


    "11 May 2021 | by: Kirsteen Mackay


    [Blockierte Grafik: https://assets.valuethemarkets.com/wp-content/uploads/2021/05/RMR001-Article.jpg]


    Red Moon Resources (TSXV:RMK) has a magnificent salt deposit, glittering with pure white perfection. It’s an environmentally friendly project ideally located right at the source of where it’s needed on the Canadian Atlantic coast. But that’s not all. Among Red Moon’s other valuable assets investors have overlooked is an underground renewable energy storage opportunity with the potential to host green hydrogen, a clean resource our afflicted planet is crying out for. This micro-cap stock is perfectly positioned to respond to the green revolution, anchored by a proven management team including a president who built his career with a successful New York Stock Exchange company.


    A new name and a clever strategy


    Red Moon is planning on changing its name to better reflect the company’s core business, making it obvious to investors the potential that lies behind an incredible rock salt resource, while a planned renewable energy storage spinout of another one of its assets offers investors more ways to win.


    The salt business is big


    Private equity has completed more than $5 billion (U.S.) in acquisitions in the North American road salt market in the past year, underscoring how big this sector has become.


    Salting the roads in Canada and the United States is becoming an ever-more pressing problem and one that needs to be addressed as extreme weather events are increasing and no economic alternative to road salt has ever been found. Salt mines are ageing, and the two countries now import road salt from overseas to fill a supply gap to the tune of 8 to 10 million tonnes a year. Imports shipped over long distances from Chile and North Africa contribute to global carbon emissions


    Annual road salt consumption varies, but it’s estimated that the U.S. uses ten times as much salt on its roads than in its processed food – now that’s saying something!


    Quite simply, road salt will be in high demand for the foreseeable future, through all economic cycles, and it’s also worth noting that the chemical industry requires very high-grade rock salt for many everyday products we take for granted.


    Stepping into the picture is Red Moon which owns 100% of what’s regarded by many industry experts as the most attractive undeveloped salt resource, high-grade and relatively shallow, in eastern North America, immediately adjacent to critical infrastructure including two ports. The Great Atlantic salt deposit, with its strategic location, gives Red Moon (or a bigger player) the opportunity to serve local and regional markets in Eastern Canada and the Northeast U.S.


    An attractive jurisdiction


    According to the Annual Survey of Mining Companies, 2020, the Fraser Institute report notes Newfoundland among the top three most attractive jurisdictions for mining investment. The island, the world’s 16th largest, is currently drawing global attention for a gold rush triggered by exciting new discoveries, but this is a multi-commodity district that offers much more to resource investors including salt plus the perfect structures for underground renewable energy storage.



    [Blockierte Grafik: https://assets.valuethemarkets.com/wp-content/uploads/2021/05/RMR001-Red-Moon-Resources-Article1-Image-3.jpg]



    An ancient commodity that never gets old


    When looking to invest in commodities, you’ll be forgiven for thinking salt is rarely the first to spring to mind................................."

  • Trigon Metals / TM (TSX)


    http://www.mining-journal.com/project-finance/news/1416453/trigon-plans-financing-to-restart-kombat-in-namibia

  • "Popeye's Corner, All around"

    Zitat von Popeye82


    [Blockierte Grafik: https://i.imgur.com/Tt7jPIx.gif]
    http://www.northstarcleantech.com/solution-technology


    http://www.northstarcleantech.com/investors?tab=highlights



    [Blockierte Grafik: https://images.squarespace-cdn…QM/Home+alone+tooth+2.gif]
    http://assets.website-files.com/602b605a94315c491a4fb4b8/611ae6e2a31cc6a5d353b0b1_2021-08-16%20-%20Northstar%20Clean%20Technologies%20-%20Fact%20Sheet%20-%20v1.pdf


    http://docsend.com/view/hsqpfmyubz9izwgc

  • "Popeye's Corner, All around"



    [Blockierte Grafik: https://i.imgur.com/Tt7jPIx.gif]
    http://www.northstarcleantech.com/solution-technology


    http://www.northstarcleantech.com/investors?tab=highlights

  • BBX Minerals / BBX (ASX) -STRONG Runaway


    "The equipment, the bulk of which BBX already owns, is scheduled to be IN PLACE BY MID-SEPTEMBER with assaying to BEGIN SHORTLY AFTER. Assaying is planned to ramp up within the first few weeks to a rate that SHOULD STILL ALLOW A JORC-RESOURCE TO BE COMPLETED IN EARLY 1ST QUARTER 2022 , in line with the Company´s internal deadlines..........................................."

  • BBX Minerals / BBX (ASX) -STRONG Runaway

    BBX Minerals (ASX:BBX) switches assay lab partner yet again


    - BBX Minerals (BBX) is set to begin assaying some key samples from its Brazillian assets for a range of different materials


    - The company has signed a letter of intent with a new laboratory after a previous commercial lab voiced some concerns around the assay process for the samples


    - CEO Andre J Douchane says while the lab changes have been frustrating for the company, BBX now has more control over the new lab


    - Under the new deal, the samples will be assayed for gold, platinum, palladium, rhodium and iridium


    - Shares in BBX closed down 2.50 per cent at 19.5 cents on August 30
    http://themarketherald.com.au/bbx-minerals-asxbbx-switches-assay-lab-partner-yet-again-2021-08-30/


    http://yourir.info/resources/1fc7d63b502371fa/announcements/bbx.asx/6A1047799/BBX_Technical_Update.pdf

  • Atlas Salt / SALT (TSXV)

    "..................
    All Of The Upside We Are Used To
    Without The Geological Risk



    When looking for investment opportunities Warren Buffett is found of saying “I don’t look for 7-foot bars that I have to jump over, I looks for 1-foot bars that I can step over”.


    He wants the no-brainer; the easy decision.


    Buffett would be much more interested in a junior salt company like Red Moon with an obvious, permanent cost advantage in an undersupplied market….than he would be in a junior gold or precious metal exploration punt.


    Who wouldn’t opt for the opportunity that carries less risk and similar upside?


    Red Moon’s Great Atlantic Salt Project doesn’t just have proximity to market in the USA going for it. The project itself is also set-up very well to provide for low operating costs and a rapid development scenario.


    Existing infrastructure at Great Atlantic includes:


    – Nearby deep-water ports (Turf Point and Port Harmon)
    – Airport within 20 minutes of property (Stephenville)
    – Trans Canada highway and multitude of secondary roads across property
    – High voltage power line crosses the property
    – Mining-friendly jurisdiction, Newfoundland & Labrador
    – Skilled workforce with mining experience in nearby communities


    You get none of these things with a project in the Andes in South America or in a desert in Africa. Those are hard slogs.


    Again, one-foot bars folks. This one isn’t complicated. This project has a safe, secure location with roadwork in place and located right beside the ocean for easy and cheap transport down the coast.


    Not just the shortest possible supply chain but the Great Atlantic deposit is also big. Red Moon completed a National Instrument 43-101 compliant Mineral Resource Estimate on this deposit which confirmed a massive Inferred Resource of high purity salt.




    [Blockierte Grafik: https://oilandgas-investments.com/wp-content/uploads/2021/03/salt3.jpg]



    With Red Moon management expecting the project to produce at a rate of 2 million tons per year that gives it a life of WAAYY more than 50 years.


    And it’s environmentally friendly–no chemical processing. It’s a very straightforward mine, crush, screen, ship process.


    And NOBODY KNOWS this story. Now is when you get in on the ground floor.



    You Measure Junior Mining Potential
    By The People Involved


    I have a checklist for evaluating junior commodity producers.


    I want low-cost. Red Moon’s project high grade and proximity to market will give it that. All new equipment will also ensure that.


    I also want a commodity that is worth producing. Red Moon has that with salt which is going to have predictable demand as long as cars keep driving in the winter—I’d rather bet on the future of salt than I would on the future of oil.


    There aren’t billions of dollars being spent every month to transition our de-icing away from salt!!


    Most importantly I want a management team that is proven, successful and amongst the smartest in the game——which is the specific reason that Red Moon captured my full attention.


    Red Moon’s Rowland Howe knows more about salt mining than I know about my kids. I shouldn’t say that but it might be true!!


    Howe led the expansion of largest and most productive salt mine in North America for almost two decades.


    He took the Goderich, Ontario salt mine up to 7.5 million tons of production and shareholders of owner Compass Minerals (CMPS-NYSE) now enjoy a $2 billion plus valuation.


    Goderich is probably the most strategically placed mine. It has a great location by Lake Huron close to a market that uses a lot of salt and access to deep water——you cannot move salt any cheaper than by boat.


    Sound familiar? Yep….it sounds just like Red Moon’s Great Atlantic deposit.


    Howe told me that when he first saw Great Atlantic, he immediately thought that it has the same sort of DNA; the same “bones” that he was looking at in Goderich. He noticed the same access to deep water and that the salt is pretty much an even deposit just like Goderich.


    He says Great Atlantic is shallower than Goderich, which in mining is a production cost advantage.


    Now——I don’t know much about building a big, profitable salt mine in North America. But Rowland Howe knows more than likely anyone. The fact that he jumped at the chance to join Red Moon’s Great Atlantic project tells me all I need to know.


    As I will always remind you there are no guarantees in the junior mining game, but Red Moon looks like it has everything going for it.


    Location, grade, size, management and a chronically undersupplied market. Plus a fresh story that the Street will love.


    Getting in on this ground floor opportunity sounds pretty sexy to me. I am LONG!!!


    Red Moon Resources has reviewed and sponsored this article. The information in this newsletter does not constitute an offer to sell or a solicitation of an offer to buy any securities of a corporation or entity, including U.S. Traded Securities or U.S. Quoted Securities, in the United States or to U.S. Persons. Securities may not be offered or sold in the United States except in compliance with the registration requirements of the Securities Act and applicable U.S. state securities laws or pursuant to an exemption therefrom. Any public offering of securities in the United States may only be made by means of a prospectus containing detailed information about the corporation or entity and its management as well as financial statements. No securities regulatory authority in the United States has either approved or disapproved of the contents of any newsletter.
    Keith Schaefer is not registered with the United States Securities and Exchange Commission (the “SEC”): as a “broker-dealer” under the Exchange Act, as an “investment adviser” under the Investment Advisers Act of 1940, or in any other capacity. He is also not registered with any state securities commission or authority as a broker-dealer or investment advisor or in any other capacity ."

  • Atlas Salt / SALT (TSXV)



    "10.000" Zeilen Regel, also wieder "Ketchup"flaschen-mässig...........................



    RED MOON RMK-TSXV IS "THE SALT OF THE EARTH PLAY"

    http://oilandgas-investments.com/2021/investing/red-moon-rmk-tsxv-is-the-salt-of-the-earth-play/


    "By
    Keith Schaefer
    -
    March 5, 20210
    2387
    [Blockierte Grafik: https://oilandgas-investments.com/wp-content/uploads/2021/03/salt2.jpg]
    RED MOON RESOURCES–RMK-TSXV–
    Is About To Become
    The Great Atlantic Salt Company



    Red Moon Resources (RMK:TSX.V) is the chance for investors to get in on the ground floor with a company that I believe is poised to be North America’s next commodity cash cow, and major salt producer.


    Its Great Atlantic Salt Project is right at a producing industrial mineral port in Newfoundland (gypsum is already being shipped from there).


    The deposit is MASSIVE and HIGH GRADE—it has a valid 43-101 resource estimate that’s more than 900 million tons of 95% NaCl. At US$58/ton–the going rate for road salt–it’s an incredible cash cow that will attract not just retail and institutional investors, but strategic industry players.


    What major mineral producer would not want a 50+ year cash flow–and from a Canadian asset, no less—right on tidewater and with a local port that is already shipping products into eastern Canada and the US?


    In fact, Red Moon’s gypsum production has made it cash flow positive for the last three quarters.


    I honestly could not make this up if I tried! It’s one of the best set-ups I have ever seen.


    There is a $500 million market opportunity for salt in North America—the US imports 8 million tons of salt a year, and it’s worth US$58/ton.


    It comes from SO FAR AWAY—mostly Egypt and Chile.


    [Blockierte Grafik: https://oilandgas-investments.com/wp-content/uploads/2021/03/salt1.jpg]


    As I explained yesterday, North America is chronically short of salt supply. We have a permanent supply and demand mismatch—— the United States has to import MILLIONS of tons of salt from SO FAR AWAY—mainly from Egypt and Chile–thousands of miles away!


    The demand for salt is driven by the heavily populated US Northeast. There are tens of millions of people living and driving every winter on roads that require salt for de-icing.


    We never talk about it, but salt is an essential commodity.


    Many believe that the salt supply situation is actually considerably worse than it seems because several of the major existing mines are aging…..BADLY. The mines are old, some dating back to the late 1800s. It wouldn’t take much for one of those mines to go down and create an even bigger North American supply hole.


    Chile and North Africa are the biggest sources of our imports and require up to 25 days of travel by sea for the salt to get here–which means major transportation costs.


    And these foreign producers have their challenges. The Chilean salt has to go through the very busy Panama Canal. North African supply presents all of the challenges that you would expect from the region where nothing is easy.


    The transportation costs required to move it from thousands of miles overseas are HUGE. That is really all the background you need to know to understand why I’m so excited about Red Moon Resources’ Great Atlantic Salt Project. This is all about location, location, location…


    It’s right beside the biggest source of salt demand on the planet——the northeastern United States.


    [Blockierte Grafik: https://oilandgas-investments.com/wp-content/uploads/2021/03/salt2.jpg]


    Perfectly situated in Newfoundland on the water with just a little skip down the Atlantic Coast to get to Boston, New York, Philadelphia, Washington and millions of winter drivers.


    How can a salt producer in Egypt or Chile situated 5,600 nautical miles away with the exact same commodity compete with one that is just a fraction of the distance away from market?


    (This is NOT a trick question. They can’t.)


    Red Moon has a very obvious opportunity to displace major tonnage of salt that is coming from far-flung places of the Earth.


    An opportunity that has attracted a management group that knows the salt business better than almost anyone——which is the most tell-tale sign of high-impact potential that a ground floor opportunity like this could ever have................................"

  • Atlas Salt / SALT (TSXV)



    LETZTE PRESENTATION


    [Blockierte Grafik: https://i.gifer.com/795a.gif]
    http://redmoonresources.com/RedMoonResources_Presentation.pdf

  • Atlas Salt / SALT (TSXV)

    Zitat von Popeye82

    Das, "Machabarstudien", ist Worum es going Forward, erheblich gehen wird,


    es ist gerade Eine "in Arbeit".


    SOLLTE Die positiv ausfallen, wird es Eine "Menge Weiterer" Entwicklungsarbeit nach sich ziehen.


    Red Moon Engages SLR For Great Atlantic Feasibility

    [Blockierte Grafik: https://tpc.googlesyndication.…39oKZKAd85A2yHF0aYTwCPL1g]
    http://redmoonresources.com/red-moon-engages-slr-for-great-atlantic-feasibility/


    "St. John’s, Newfoundland and Labrador, July 07, 2021 – Red Moon Resources Inc. (the “Company” or “Red Moon” – TSXV: RMK) is pleased to announce the engagement of SLR Consulting (Canada) Ltd. (“SLR”), a global leader in the mining and minerals advisory service, to complete a Feasibility Study (“FS”) for the Company’s flagship Great Atlantic Salt Project in western Newfoundland. By proceeding from a resource estimate directly to a Feasibility Study, given the geological nature of this relatively homogeneous and shallow high-grade deposit immediately adjacent to key infrastructure, the goal is to expedite potential development of Great Atlantic to serve the North American road salt market.


    Mr. Rowland Howe, Red Moon President who was mine manager of Compass Minerals’ (NYSE: CMP) Goderich mine during its emergence as the largest underground salt mine in the world, commented: “Great Atlantic has moved to an exciting new stage that will include a two to three-month drill program to upgrade the resource classification, combined with a series of other development initiatives. The goal is to demonstrate how this advantaged asset can be formally positioned through the FS as a potential state-of-the-art ‘salt factory’ with all the right metrics to become a long-term player in the continental East Coast road salt market that currently relies heavily on overseas imports .”


    Mr. Howe concluded, “SLR brings impressive credentials to this project. In addition, the firm has a deep familiarity with the resource sector in Newfoundland and Labrador, and has successfully spearheaded the recent expansion of a salt mine in Europe. They are well qualified to carry out an independent economic evaluation and complete this Feasibility Study on Great Atlantic.”


    SLR will initially formulate a mining optionality assessment through an evaluation of all existing data and the acquisition of fresh geotechnical information from the upcoming drill program. The second stage of the FS, expected to be completed during the first half of 2022, will include the design of a mining method, processing parameters, related infrastructure, environmental screening and an economic evaluation.


    Mr. Patrick Laracy, Red Moon CEO, stated: “We are now into the MOST ACTIVE PERIOD IN RED MOON HISTORY, IN TERMS OF PROJECT DEVELOPMENT, led by Great Atlantic, and this will be reflected by our news flow .”


    Great Atlantic Project Map


    [Blockierte Grafik: https://redmoonresources.com/w…icProjectMap-1024x579.jpg]


    About SLR


    SLR Consulting (Canada) Ltd., through its world leading mining and minerals advisory business, has teams in Canada, the United States, the United Kingdom, Europe, Australia and South Africa. The technical team incorporates the former Roscoe Postle Associates Inc. and provides a comprehensive suite of mining services that extends through the life cycle of projects including exploration programs, resource estimation, environmental/social assessments to value recognition through reserve development, feasibility studies, transactional support and critical decision making. SLR draws upon a wealth of experience including professionals with extensive knowledge of the salt mining business.


    About Red Moon Resources


    Red Moon Resources Inc. is an emerging commodities leader in Atlantic Canada, focused on Newfoundland and Labrador, with 100% working interest ownership of the Great Atlantic salt deposit in addition to a producing gypsum mine and an early-stage nepheline discovery.
    We seek Safe Harbor.


    For information, please contact:


    Patrick J. Laracy, CEO
    (709) 754-3186
    laracy@redmoonresources.com
    RedMoonResources.com


    MarketSmart Communications Inc.


    Adrian Sydenham
    Toll-free: 1-877-261-4466
    Email: info@marketsmart.ca


    Not for release in the United States or to U.S. newswire services
    The TSX Venture Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of this release. This release may contain certain forward-looking statements. Actual events or results may differ from the Company’s expectations. Certain risk factors beyond the Company’s control may affect the actual results achieved. Accordingly, readers are advised not to place undue reliance on forward-looking information. Except by law, the Company undertakes no obligation to publicly update or revise forward-looking information. "

  • Atlas Salt / SALT (TSXV)

    Salz/Entwickler/Kanada .


    Die Vormalige "Red Moon Resources",
    haben Eine "Sehr Signifikante" (Salz)Resource nachgewiesen(">1 Billion Tonnes", potenziell "100+ Years Mine Life"),
    Eines Der, m.E. Wenigen International Relevanten, "Salz" Entwicklerprojekte,
    ich halte Stücke, schon Ein Weilchen.
    Hatte Die schon bei "BCI Minerals" erwähnt,
    ich denke dass Das Ein SEHR, SEHR Interessantes Entwicklungs Projekt ist,
    was sich aber TROTZDEM noch beweisen, unter Anderem durch "Machbarstudien", muss.




    [Blockierte Grafik: https://redmoonresources.com/w…icProjectMap-1024x579.jpg]
    http://redmoonresources.com/Deposit/


    http://redmoonresources.com/great-altantic-salt-project/


    http://oilandgas-investments.com/2021/investing/red-moon-rmk-tsxv-is-the-salt-of-the-earth-play/


    http://investingwhisperer.com/the-salt-of-the-earth-is-much-more-valuable-than-you-think/



    Ist M.E. Ein DIREKTER Konkurrent, oder auch "Mitanwärter" ZU BCI MINERAL
    (sogar, nochmal deutlich, grösser als Mardie)
    , aaaaaber; "noch Viel Früher", Stadium/Entwicklungsstand.


    Das Projekt/Deposit hat, m.E., EINIGE "potenziell" SEEEHR Gute/günstige Vorteile
    , auf Die werde NOCH ZURÜCKKOMMEN.



    Das, "Machabarstudien", ist Worum es going Forward, erheblich gehen wird,
    es ist gerade Eine "in Arbeit".


    SOLLTE Die positiv ausfallen, wird es Eine "Menge Weiterer" Entwicklungsarbeit nach sich ziehen.