Beiträge von Popeye82
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Wie gesagt, Ivanhoe hat "meistens ein bisschen mehr zu erzählen"Ivanhoe Mines issues Q2 financial results and reviewof operations, mine construction and exploration progress
- Kamoa-Kakula Copper Mine achieved Phase 1 commercial production on July 1, 2021; first phase projected to produce approximately 200,000 tonnes of copper per year
- Kamoa-Kakula’s Phase 2 expansion, scheduled for Q3 2022, will double annual copper output to approximately 400,000 tonnes
- Ivanhoe Mines pledges net-zero greenhouse gas emissions at the Kamoa-Kakula Copper Mine
- Good progress being made on Ivanhoe’s Western Foreland exploration program, searching for DRC’s next tier-one copper discovery
- Development of the world-scale Platreef palladium, rhodium, platinum, nickel, copper and gold project in South Africa MAKING EXCELLENT PROGRESS- Kamoa-Kakula’s Phase 1 concentrator plant achieved commercial production on July 1, 2021. Kamoa-Kakula’s initial production guidance, on a 100%-project basis, is between 80,000 and 95,000 tonnes of copper in concentrate for 2021.
- Kamoa-Kakula’s Phase 2 construction is progressing slightly ahead of plan and remains on track for start-up in Q3 2022, which will see a doubling of mill throughput to 7.6 million tonnes per annum (Mtpa). Phases 1 and 2 combined are forecast to produce approximately 400,000 tonnes of copper per year.
- Study work to accelerate Phase 3 mine and concentrator expansion to at least 11.4 Mtpa is ongoing. Based on independent benchmarking, the project’s phased expansion scenario to 19 Mtpa would position Kamoa-Kakula as the world’s second-largest copper mining complex, with peak annual copper production of more than 800,000 tonnes.
- At the end of July 2021, Kamoa-Kakula’s surface ore stockpiles held approximately 3.54 million tonnes grading 4.77% copper, containing more than 168,000 tonnes of copper.
- Ivanhoe, together with its partner Zijin, is exploring the acceleration of the Kamoa-Kakula Phase 3 concentrator expansion, which includes optimization work to determine mining production capacity and costs at the various mining areas on the Kamoa-Kakula complex, including expanded facilities at the Kansoko Mine, Kamoa North (including the Bonanza Zone) and Kakula West. Kamoa Copper also is refining its longer-term downstream processing strategy, including the potential construction of a smelter or hydrometallurgical processing facility.
- In April 2021, Ivanhoe Mines Energy DRC entered into an agreement with the DRC’s state-owned power company Société Nationale d'Électricité (SNEL) to upgrade a major turbine at the Inga II hydropower facility. The upgraded turbine is expected to produce 162 megawatts (MW) of clean, renewable hydropower, providing the Kamoa-Kakula Copper Mine with sufficient, sustainable electricity for future expansions, including a copper smelter.
- In May 2021, Ivanhoe pledged to achieve net-zero operational greenhouse gas emissions (Scope 1 and 2) at the industry-leading Kamoa-Kakula Copper Mine. Since the mine already is powered by clean, renewable hydro-generated electricity, the focus of the company’s net-zero commitment will be on electrifying the project’s mining fleet with new, state-of-the-art equipment powered by electric batteries or hydrogen fuel cells. Emissions-free underground mining equipment, at the size and scale required for Kamoa-Kakula’s bulk-scale operations, is at an advanced stage of development by several of the world’s leading equipment manufacturers.
- During Q2, Ivanhoe continued its 2021 copper exploration program on its Western Foreland licences that cover a combined area of approximately 2,550 square kilometres in close proximity to Kamoa-Kakula. Drilling in the quarter was focused on the western and eastern extensions of the Makoko Discovery, as well as the northern and western extensions of the Kiala Discovery. Good progress was made on construction of critical infrastructure to access high-priority, newly-acquired westerly exploration permits, including construction of a 60-kilometre spine road across the Western Foreland and a new bridge across the Lubudi River.
- In February 2021, Ivanhoe announced that its South African subsidiary, Ivanplats, is arranging project-level financing of up to $420 million to advance development of the world-scale Platreef palladium, rhodium, platinum, nickel, copper and gold project in South Africa.
- Ivanplats has signed a non-binding term sheet with Orion Mine Finance, a leading international provider of production-linked stream financing to base and precious metals mining companies, for a $300-million gold, palladium and platinum streaming facility. Ivanplats also has appointed two prominent, international commercial banks – Societe Generale and Nedbank – as mandated lead arrangers for a senior project debt facility of up to $120 million.
- Ivanplats’ proposed financings follow the November 30, 2020 issuance of the outstanding findings of an independent Platreef Integrated Development Plan 2020 (Platreef IDP20), which consists of an updated feasibility study (Platreef 2020 FS) and a preliminary economic assessment (Platreef 2020 PEA). The initial capital cost for the phased development plan under the Platreef 2020 PEA, starting at a mining rate of 700,000 tonnes per annum (700 ktpa), is estimated at $390 million.
- Detailed engineering is progressing on Platreef’s 700-ktpa initial mine design, 770-ktpa concentrator and associated infrastructure for the phased development plan, which is scheduled to be incorporated into an updated feasibility study by year end or early 2022. The Shaft 1 changeover is progressing well in preparation for permanent hoisting in early 2022. Construction activities on the Shaft 2 headframe also are advancing. In July 2021, Ivanplats ordered emissions-free, battery electric drill rigs and underground loaders from leading Swedish manufacturer Epiroc, for use in the mine’s underground development.
- Construction activities on Platreef’s Shaft 2 headframe also are advancing.
- At the Kipushi Mine redevelopment project in the DRC, the Kipushi Project’s draft feasibility study, and development and financing plan are being reviewed by Ivanhoe Mines together with its joint-venture partner and state-owned mining company, Gécamines. The project is maintaining a reduced workforce to conduct maintenance activities and pumping operations.
- Ivanhoe has made excellent progress in upgrading Kipushi’s underground infrastructure to allow for mining to quickly begin at the ultra-high-grade Big Zinc orebody. Resumption of production at the mine now requires the construction of a surface processing plant and other related production facilities. Discussions are continuing with Gécamines to advance a new era of production at Kipushi and it is anticipated that these discussions will be concluded with the finalization of the feasibility study and the agreement on the development and financing plan.
- At the end of Q2 2021, Kamoa-Kakula had reached 1.49 million work hours free of a lost-time injury, Kipushi had reached 3.44 million work hours free of a lost-time injury, and Platreef had reached 57,000 work hours free of a lost-time injury.
http://ivanhoemines.com/news/2021/ivanhoe-mines-issues-q2-financial-results-and-review-of-operations-mine-construction-and-exploration-progress/[/quote]Quartal Aktivitäten report
http://sedar.com/GetFile.do?lang=EN&docClass=7&issuerNo=00033595&issuerType=03&projectNo=03260131&docId=5019953 -
[Blockierte Grafik: https://news.berkeley.edu/wp-c…0x500-Cockroach-robot.gif]
[Blockierte Grafik: https://media0.giphy.com/media/3orifayeqj2oLKt5EA/source.gif]
http://interestingengineering.com/tiny-roach-inspired-robot-withstands-1-million-times-its-own-weighthttp://news.berkeley.edu/2019/07/31/you-cant-squash-this-roach-inspired-robot/
http://www.youtube.com/watch?v=UtjlbI_dIYI&t=1s
- A new insect-sized robot scurries at the speed of a cockroach and can withstand the weight of a human. (UC Berkeley video by Stephen McNally)- -
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Wer an "Medtech interessiert" ist:
An Der Firma halte auch Einige Stücke, schon länger
http://hotcopper.com.au/threads/fda-significance.5023909/page-402?post_id=54642190http://hotcopper.com.au/threads/fda-significance.5023909/page-7#post-54642190
http://hotcopper.com.au/asx/occ/?keywords=OCC
http://static1.squarespace.com…d+Report+April+3+2018.pdf
http://static1.squarespace.com…om+NDF+Research_Final.pdfhttp://static1.squarespace.com…-+Initiation_Argonaut.pdf
http://www.youtube.com/results?search_query=Orthocell
Seit glaube 2019, aber spätestens 2020, Erwerb war jedenfalls in Den "Niedrigen 0,4x oder 0,5x" AuD.
Also rein Performance-seitig "so gut wie Nichts passiert", bis jetzt.
Kann es nicht garantieren, aber Ein Take Over at SOME Point ist, m.E., vermuuuuutlich Das Wahrscheinlichste.
In Meinen Augen sehr, sehr spannend Was Sie machen, "Med" Interessierten kann nur raten sich mal anzusehen.
[Blockierte Grafik: https://i.imgur.com/YanBY.gif]
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02402507-6A1044035?access_token=83ff96335c2d45a094df02a206a39ff4 -
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Das war ein kluger Zug, den Quartalsbericht nach Börsenschluss zu veröffentlichen. Sonst wäre die Aktie noch weiter runtergerauscht...
Wenn da nicht bald wirklich News kommen, geht es noch weiter runter. Zu viele Baustellen gleichzeitig, und keine Ergebnisse. Bin da leider ziemlich hoch rein gegangen zu einem schlechten Zeitpunkt
Mal schauen, in down under ist die Stimmung am bröckelnAlso mit der Meinung, wie gesagt, gehe deutlich nicht überein, sehe klar Anders,
aber Die Ein oder Andere Schwäche habe bei Latin Res schon gesehen.Dazu:
http://hotcopper.com.au/threads/lrs-general-discussion.5665313/page-2128?post_id=55255776
"Yesterday's ANN IMO was pretty sound. And what I'd suspected in regards to Noombery BEING THE PRIMARY FOCUS NOW and IMO that's great! They as previously stated have a legitimate company making program and project instead of pissing in the wind for another couple of years . Lithium and gold would be nice but the SP has just as much chance of going to 20c on Noombery alone.The constant negativity here and management attacks are a little silly. I remember only recently when TG said the whole team was exhausted getting the JORC together. And now they're delivering at speed infill and extension drilling and fast lining the PFS.
Any further drawbacks in the SP will be short-lived now IMO as they ramp up Noombery. Low strip high potential revenue product. 2 years or less to get to market. Plus their other projects if they can get them off the ground.
If macros support the current price range looks pretty supportive of a move north. Lets see."
Eine Der Grössten, oder vermutlich sogar Die Grösste Schwäche Meiner Wahrnehmumg nach ist dass Sie "Sehr Viele Projekte aktiv betreiben".
Zuuuuu Viele, in Meinen Augen.Ich hab es grundsätzlich immer lieber wenn man "1 bis maximal 2 Hauptprojekte hat",
und da dann VOLLDAMPF macht.
Also saaaaagen Wir mal vielleicht "mind. >80% Der Resourcen, Mühen usw" da dann reinsteckt.Das war mit Noomberry, wegen Der "zig Anderen" Projekte noch m.E. NULL möglich.
WInd pissing potentially FINISHED.

Re Hotcopper Zitat: Das war GENAUUUUU was ich gehofft hatte, dass hier passiert.
Also Mein BIGGEST Wish zu Latin im Moment, ist ERFÜLLT.
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Volkswagen EU73 billion through 2025 (includes digital technology) Mercedes EU40 billion through 2030 Stellantis EU30 billion through 2025 (includes software) GM $35 billion through 2025 (includes autonomous vehicles) Ford $30 billion by 2025
http://www.mining.com/web/mercedes-benz-to-go-all-electric-by-2030/ -
Im Bereich "Lithium" gehören Sie zu Meinem 3er Gespann, bestehend Iconic Minerals, Cypress Development und AVZ Minerals
Iconic
http://www.wallstreet-online.de/diskussion/1238865-1-10/spannende-lithium-wundertuete-starken-ppm-werten-deutschland-schirm#beitrag_69047519
"habe heute in CAN noch ein paar stücke eingesammelt - habe gehört wir sollen de PEA - VERY SOON!! sehen [Blockierte Grafik: https://img.wallstreet-online.de/smilies/smile.gif] bin gespannt. daumen drücke für uns longs""3"er Gespann muss noch korrigiert werden, ist ein "4"er, Vulcan Energy noch vergessen.
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nomma Eine Andere Sache.
Hier hat Einer geschrieben:
http://hotcopper.com.au/threads/lrs-general-discussion.5665313/page-2166?post_id=55274699
"Personally, SP means nothing to me. The MC has more relevance to the company's future and value as an investment.5 cents or $5 per share is meaningles "Das sehe auch 10.000% genauso.
BEWERTUNG plus "STORY" ist was den Speck fett macht, den Rest kannst Du -Meiner MEinung- weitgehend vergessen.
Mir ist es "prinzipiell auch total Wurscht ob man EIne Aktie zu 0,01 kauft, oder Berkshires A".
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4,000m Diamond Drill Program commences at Rosie
- 4,000m diamond drill program underway at the Rosie Nickel Project, based on guidance from the Rosie Nickel Sulphide Scoping Study- Drilling aims to:
- Increase confidence in mineralisation in the Upper North area
- Test at depth below south eastern area (previously known as Nariz)
- Collect PGE rich oxide sample for PGE recovery/metallurgical testwork from near surface- Results from this program will be incorporated into an updated nickel resource and mining model .
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02383611-6A1036351?access_token=83ff96335c2d45a094df02a206a39ff4Massive, Stringer and Blebby Sulphides in 1st Drill Hole
- First drillhole complete at the Rosie Nickel Project
- Intersected 24m of massive, stringer and blebby Ni-Cu-PGE sulphides
- Drilling continues – second hole in progress
- Assays expected in 6-8 weeks
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02388894-6A1038473?access_token=83ff96335c2d45a094df02a206a39ff4More Massive Sulphide Hits at Rosie
- Hole 6 of the program has intersected 6m of mineralisation including 70cm of massive sulphide, 1.4m of matrix/vein sulphides and 3.9m of disseminated sulphides.
- Six drillholes now completed at the Rosie Nickel Project
- Includes three holes into the oxide material for PGE metallurgical testwork
- Mineralisation intersected in all drillholes
- Drilling continues
- First batch of assays expected in 6-8 weeks
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02388894-6A1038473?access_token=83ff96335c2d45a094df02a206a39ff4Rosie Drilling Continues to Deliver
- Hole DKDD0024 of the program has intersected 12.5m of mineralisation including 70cm of massive sulphide, 1.1m of stringer sulphides and 2.8m of heavily disseminated/blebby sulphides.
- Thirteen drillholes now completed at the Rosie Nickel Project
- Mineralisation intersected in all drillholes
- Drilling continues, deep holes below the south-eastern area (previously known as Nariz) scheduled to start within the next week
- First batch of assays expected in 4 weeks
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02398486-6A1042109?access_token=83ff96335c2d45a094df02a206a39ff4 -
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Urea Manufacturing Facility Binding Heads of Agreement ; LCK Managing Director Phil Staveley commented on the DL E&C Co. Ltd. contract:“We are not bringing DL E&C Co. Ltd. as a contractor; we have engaged them as a partner for our project. Having a partner such as DL E&C for the project provides us with confidence in delivering the best outcome for the project, for the stakeholders and for our supportive shareholders.” “We are committed to moving forward towards the first integrated Australian Urea Production Project and this will be the first large scale fertiliser project in the world with zero carbon emissions as we previously committed.” “Awarding the Stage 2 construction contract moves the Leigh Creek project another major step closer todeveloping our large resource base in South Australia to be a leading supplier of urea to international markets and the Australian agriculture sector, removing many of the supply risks that currently impact Australia’s farmers, such as commodity price and exchange rate risks and timing ”
- Execution of the binding Heads of Agreement (HoA) grants DL E&C Co., Ltd. (DL E&C) an exclusive right to negotiate the terms & conditions of the proposed agreement (Agreement) by 31 May 2021.
- Under the HoA, DL E&C and LCK agree to settle the Agreement terms by which DL E&C will become the Engineering, Procurement, Construction, and Commissioning (EPCC) contractor.
- Under the Agreement DL E&C will be contracted for the Feasibility, Front End Engineering & Design (FEED) stages, the EPCC contract and start-up of the urea manufacturing facility will be exclusively negotiated between the two parties.
- Under the Agreement, DL E&C with LCK’s assistance will arrange the required finance for the turnkey price of the urea manufacturing facility from mainly Korean financial institutions.
- DL E&C is a leading global engineering, procurement and construction contractor with deep technical expertise and corporate capability to partner with LCK.
- Once the Agreement is finalised LCK will retain 100% ownership of the Leigh Creek Energy Project (LCEP) .
- The LCEP will be the ONLY fully integrated urea production facility in Australia, with ALL inputs for low carbon urea production on-site . The project has strong economics with a Pre-tax leveraged Net Present Value (NPV) of A$3.4 billion, and an Internal Rate of Return (IRR) of 30%.
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02370984-2A1296133?access_token=83ff96335c2d45a094df02a206a39ff4http://www.dlenc.co.kr/eng/main.do
http://www.oilandgastoday.com.au/leigh-creek-locks-in-production-contract-for-sa-project/
Commercial Urea Production Contract Awarded; LCK Managing Director Phil Staveley commented as follows:“This HoA is a major milestone for LCK as we are partnering with a leading global organisation with huge experience. We have chosen DL E&C from a pool of contenders as we are confident that they can deliver a first class urea production facility which will employ the latest innovative technology and that they will be a reliable partner.Construction of the LCEP plant will create thousands of South Australian jobs during construction, commissioning and operation ”
- LCK has awarded the Engineering, Procurement, Construction, Commissioning and Finance (EPCCF)contract to leading global engineering, procurement and construction contractor, DL E&C Co. Ltd.
- The contract is for development of the full commercial stage of the Leigh Creek Energy Project (LCEP), consisting of a 1mtpa zero carbon urea production facility in South Australia .
- Letter of support from a major South Korean bank has been issued to provide debt finance for up to 70% (or approximately AUD 1.5 Billion) of the stage 2 project costs .Key Terms of the Contract
- DL E&C Co. Ltd, will manage the LCEP Bankable Feasibility Study (BFS) and Front End Engineering & Design (FEED) stages, ahead of the Final Investment Decision .
- Once Final Investment Decision is achieved and all relevant key engineering data and project execution documents are finalised with LCK, then DL E&C Co. Ltd, will perform the engineering, procurement construction and commissioning of the urea production facilities .
- Under the contract the turnkey price of the EPCCF will be approximately 70% (or approximately AUD 1.5Billion) debt funded, the major portion of which will be funded by South Korean banks but with the potential for involvement of other multi-national banks. The finance will be provided subject to usual commercial terms and is stage-gated by a positive FID. The remaining 30% will be funded by a mixture of debt and equity .Next Steps
DL E&C Co. Ltd. will make an immediate start on the BFS. The Front End Engineering Design follows rapidly and leads to the expected Final Investment Decision in late 2022 .
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02390346-2A1306965?access_token=83ff96335c2d45a094df02a206a39ff4http://www.aumanufacturing.com.au/leigh-creek-progresses-urea-plant-with-new-contracts
Leigh Creek Energy "hails award of commercial urea production contract"
http://www.youtube.com/watch?v=ZO97bRBsZk8- Leigh Creek Energy Ltd's (ASX:LCK) (FRA:LVT) Justyn Peters speaks to Proactive's Andrew Scott soon after awarding the Engineering, Procurement, Construction, Commissioning and Finance (EPCCF) contract for its flagship urea project to leading South Korean engineering and constructioncompany DL E&C Co. Ltd. The contract is for development of the full commercial stage of the Leigh Creek Energy Project which consists of a 1mtpa zero carbon urea production facility in South Australia. -
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as said(Das bedeutet NICHT dass Rhöngold Das behauptet hätte!)............................QUartals AKtivitäten report ; LCK Managing Director Phil Staveley commented on the June 2021 quarter’s activities: “Momentum has progressed for the AUD 2.6 Billion LCEP downstream Urea plant, which will be ONE OF THE BIGGEST INFRASTRUCTURE PROJECTS OF ITS TYPE IN AUSTRALIA and the only fully integrated urea production facility in the country . “Initial work is underway on upstream (Stage 1) gas production. We have awarded the Engineering, Procurement, Construction, Commissioning and Finance (EPCCF) contract for the downstream (Stage 2) urea manufacturing plant to South Korean-based multinational engineering company DL E&C, a global leader in the construction of similar facilities in 35 countries. We have also secured debt finance from a major South Korean bank for up to 70% (approximately AUD $1.5 Billion) of the Stage 2 project costs, which significantly de-risks the project. “This integration of all production onsite is key to our competitive advantage. It allows us to be one of the lowest-cost producers of urea in the world. For the Australian agricultural sector it provides additional sovereign security to a critical product and allows our farmers to avoid supply-side risks associated with commodity prices, exchange rates, shipping and import logistics. “We remain focused on furthering urea offtake discussions with several prospective customers, finalising the EIR, SEO and field development plans for Stage 1 gas production through our recent $18 million capital injection which keeps us well capitalised ”
- Engineering, Procurement, Construction, Commissioning and Finance (EPCCF) contract awarded to leading South Korean global engineering, procurement and construction contractor, DL E&C Co. Ltd .
- Completion of an institutional placement for AUD 18 million supported by sophisticated and institutional investors.
- The Company remains focussed on progressing the LCEP to provide low-cost nitrogen-based fertiliser for local and export agriculture markets. The LCEP will be the only fully integrated urea production facility in Australia and delivers a pre-tax leveraged Net Present Value (NPV) of AUD 3.4 billion with an Internal Rate of Return (IRR) of 30%.
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02399366-2A1311901?access_token=83ff96335c2d45a094df02a206a39ff4Urea Manufacturing Facility Binding Heads of Agreement ; LCK Managing Director Phil Staveley commented on the DL E&C Co. Ltd. contract:“We are not bringing DL E&C Co. Ltd. as a contractor; we have engaged them as a partner for our project. Having a partner such as DL E&C for the project provides us with confidence in delivering the best outcome for the project, for the stakeholders and for our supportive shareholders.” “We are committed to moving forward towards the first integrated Australian Urea Production Project and this will be the first large scale fertiliser project in the world with zero carbon emissions as we previously committed.” “Awarding the Stage 2 construction contract moves the Leigh Creek project another major step closer todeveloping our large resource base in South Australia to be a leading supplier of urea to international markets and the Australian agriculture sector, removing many of the supply risks that currently impact Australia’s farmers, such as commodity price and exchange rate risks and timing ”
- Execution of the binding Heads of Agreement (HoA) grants DL E&C Co., Ltd. (DL E&C) an exclusive right to negotiate the terms & conditions of the proposed agreement (Agreement) by 31 May 2021.
- Under the HoA, DL E&C and LCK agree to settle the Agreement terms by which DL E&C will become the Engineering, Procurement, Construction, and Commissioning (EPCC) contractor.
- Under the Agreement DL E&C will be contracted for the Feasibility, Front End Engineering & Design (FEED) stages, the EPCC contract and start-up of the urea manufacturing facility will be exclusively negotiated between the two parties.
- Under the Agreement, DL E&C with LCK’s assistance will arrange the required finance for the turnkey price of the urea manufacturing facility from mainly Korean financial institutions.
- DL E&C is a leading global engineering, procurement and construction contractor with deep technical expertise and corporate capability to partner with LCK.
- Once the Agreement is finalised LCK will retain 100% ownership of the Leigh Creek Energy Project (LCEP) .
- The LCEP will be the ONLY fully integrated urea production facility in Australia, with ALL inputs for low carbon urea production on-site . The project has strong economics with a Pre-tax leveraged Net Present Value (NPV) of A$3.4 billion, and an Internal Rate of Return (IRR) of 30%.
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02370984-2A1296133?access_token=83ff96335c2d45a094df02a206a39ff4http://www.dlenc.co.kr/eng/main.do
http://www.oilandgastoday.com.au/leigh-creek-locks-in-production-contract-for-sa-project/
Commercial Urea Production Contract Awarded; LCK Managing Director Phil Staveley commented as follows:“This HoA is a major milestone for LCK as we are partnering with a leading global organisation with huge experience. We have chosen DL E&C from a pool of contenders as we are confident that they can deliver a first class urea production facility which will employ the latest innovative technology and that they will be a reliable partner.Construction of the LCEP plant will create thousands of South Australian jobs during construction, commissioning and operation ”
- LCK has awarded the Engineering, Procurement, Construction, Commissioning and Finance (EPCCF)contract to leading global engineering, procurement and construction contractor, DL E&C Co. Ltd.
- The contract is for development of the full commercial stage of the Leigh Creek Energy Project (LCEP), consisting of a 1mtpa zero carbon urea production facility in South Australia .
- Letter of support from a major South Korean bank has been issued to provide debt finance for up to 70% (or approximately AUD 1.5 Billion) of the stage 2 project costs .Key Terms of the Contract
- DL E&C Co. Ltd, will manage the LCEP Bankable Feasibility Study (BFS) and Front End Engineering & Design (FEED) stages, ahead of the Final Investment Decision .
- Once Final Investment Decision is achieved and all relevant key engineering data and project execution documents are finalised with LCK, then DL E&C Co. Ltd, will perform the engineering, procurement construction and commissioning of the urea production facilities .
- Under the contract the turnkey price of the EPCCF will be approximately 70% (or approximately AUD 1.5Billion) debt funded, the major portion of which will be funded by South Korean banks but with the potential for involvement of other multi-national banks. The finance will be provided subject to usual commercial terms and is stage-gated by a positive FID. The remaining 30% will be funded by a mixture of debt and equity .Next Steps
DL E&C Co. Ltd. will make an immediate start on the BFS. The Front End Engineering Design follows rapidly and leads to the expected Final Investment Decision in late 2022 .
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02390346-2A1306965?access_token=83ff96335c2d45a094df02a206a39ff4http://www.aumanufacturing.com.au/leigh-creek-progresses-urea-plant-with-new-contracts
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Das ist noch EIne Firma/Projekt Die ich schon laaaaange im Blick habe,
KÖNNTE noch was für Mich werden,
nicht ausschliesslich, aber WEITESTGEHEND basierend auf Dem LIMESTONE PROJEKT
http://www.investi.com.au/api/announcements/mrl/7856caf7-286.pdfhttp://www.investi.com.au/api/announcements/mrl/7eadc148-7fd.pdf
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Nickel/Copper/PGMs, Entwickler, Australien .
50% Increase to Rosie Nickel Resource
- Updated Rosie Nickel Mineral Resource Estimate completed
- Rosie Nickel Resource increases to 2.56 Mt @ 2.9% NiEq
- Updated Mineral Resource reports 49,100 tonnes contained nickel, 10,600 tonnes contained copper and 205,000 ounces of contained PGEs
- 66% of the Rosie Mineral Resource is in the Indicated category
- An increase of 50% contained nickel metal compared to the previous mineral resource estimate
- Updated Resource now includes the Nariz mineralisation
- Mineralisation remains open in all directions
- Total combined JORC resource for Rosie & C2 is now 87,100 nickel tonnes, 12,900 copper tonnes and 205,000 ounces PGE’s
- Next steps will include a Mining Study at Rosie, planned for H2 2020
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02349796-6A1023100?access_token=83ff96335c2d45a094df02a206a39ff4Zur "Grundstory" komme ein "paar Postings SPÄTER".
4,000m Diamond Drill Program commences at Rosie
- 4,000m diamond drill program underway at the Rosie Nickel Project, based on guidance from the Rosie Nickel Sulphide Scoping Study- Drilling aims to:
- Increase confidence in mineralisation in the Upper North area
- Test at depth below south eastern area (previously known as Nariz)
- Collect PGE rich oxide sample for PGE recovery/metallurgical testwork from near surface- Results from this program will be incorporated into an updated nickel resource and mining model .
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02383611-6A1036351?access_token=83ff96335c2d45a094df02a206a39ff4 -
Da will aber nochmal dazufügen: Das Projekt ist nicht gerade Das "kleinste Furz-0815-Keinen-interessierts"-Projekt.Sondern, m.E., dürfte Das wahrscheinlich Eines of NATIONAL INTEREST/RELEVANCE sein..................
as said(Das bedeutet NICHT dass Rhöngold Das behauptet hätte!)............................
QUartals AKtivitäten report ; LCK Managing Director Phil Staveley commented on the June 2021 quarter’s activities: “Momentum has progressed for the AUD 2.6 Billion LCEP downstream Urea plant, which will be ONE OF THE BIGGEST INFRASTRUCTURE PROJECTS OF ITS TYPE IN AUSTRALIA and the only fully integrated urea production facility in the country . “Initial work is underway on upstream (Stage 1) gas production. We have awarded the Engineering, Procurement, Construction, Commissioning and Finance (EPCCF) contract for the downstream (Stage 2) urea manufacturing plant to South Korean-based multinational engineering company DL E&C, a global leader in the construction of similar facilities in 35 countries. We have also secured debt finance from a major South Korean bank for up to 70% (approximately AUD $1.5 Billion) of the Stage 2 project costs, which significantly de-risks the project. “This integration of all production onsite is key to our competitive advantage. It allows us to be one of the lowest-cost producers of urea in the world. For the Australian agricultural sector it provides additional sovereign security to a critical product and allows our farmers to avoid supply-side risks associated with commodity prices, exchange rates, shipping and import logistics. “We remain focused on furthering urea offtake discussions with several prospective customers, finalising the EIR, SEO and field development plans for Stage 1 gas production through our recent $18 million capital injection which keeps us well capitalised ”
- Engineering, Procurement, Construction, Commissioning and Finance (EPCCF) contract awarded to leading South Korean global engineering, procurement and construction contractor, DL E&C Co. Ltd .
- Completion of an institutional placement for AUD 18 million supported by sophisticated and institutional investors.
- The Company remains focussed on progressing the LCEP to provide low-cost nitrogen-based fertiliser for local and export agriculture markets. The LCEP will be the only fully integrated urea production facility in Australia and delivers a pre-tax leveraged Net Present Value (NPV) of AUD 3.4 billion with an Internal Rate of Return (IRR) of 30%.
http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02399366-2A1311901?access_token=83ff96335c2d45a094df02a206a39ff4 -
Ich bins Pop. Hab hier mehrere Accounts. Alles von damals, als ich bei physisch Ag/Au aktiver war.War falsch angemeldet grade. Alles ziemlich unübersichtlich hier wie ich finde.
Moin Stuhls,
4 Sachen erstmal noch kurz:
1) Wäre wirklich gut wenn Du BIS AUF EINEN ALLE DEINE (ANDEREN) "IDs" LÖSCHEN WÜRDEST denke.
2) Es gibt natürlich "noch VIel mehr Zeug",,
aber Suvo Strat
http://www.goldseiten-forum.com/thread/23891-suvo-strategic-minerals-suv-asx/?pageNo=1Blackrock Silver
http://www.goldseiten-forum.com/thread/23949-blackrock-silver-brc-tsxv/und Minbos Res
http://www.goldseiten-forum.com/thread/24020-minbosh-resources-mnb-asx/?pageNo=1würde ich eeecht SCHAAAAARF drüber nachdenken mir ein paaar Stückerl ins Depot zu legen.
Und, wenn, auch eeeher LOOOOONGER.
Das sind 3 potenziell SUPERSCHARFE Teile in MEINEN Augen.Falls Du noch "paar mehr" willst/brauchst, Das dürfte "relativ problemslos" gehen.
3) Wir hatten ja jetzt schon "1-2 Jahre "kommunikativ recht Grosse Probleme".
Muss nicht ausführen, aber gibt GRÜNDE dafür mal dazugesagt.Deswegen, Frage:
Wenn Du nicht willst, voll OK,
aber würdest Du hier vielleicht noch eiiinmal Deine Depotpositionen, mit Namen, KOMPLETT aufführen ?Und weeeeenn es Dich nicht stört auch mit Kauf/Durchschnittskurs ?
4) Habe noch EINIGES Anderes Sachen Die Dir (noch) sagen will,
aber Das, Die, mal Stück FÜR Stück.......................Halt Die Ohren steif,
Storms are COMING............................[Blockierte Grafik: https://josephmallozzi.com/wp-content/uploads/2018/08/i.gif]
[Blockierte Grafik: https://i.imgur.com/XHCpwWG.gif]
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Ich habe nicht geschrieben, dass deren UCG Projekt in der stillgelegten Braunkohlemine von Leigh Creek ein "Furz" ist sondern, dass sie jeden "Furz" - und dazu zähle ich z.B. die Veröffentlichung einer neuen Unternehmenspräsentation - via ASX kommunizieren. Für mich das zu viel Promotion und macht mich skeptisch. Die Technologie ist hochumstritten. QLD hat deren Einsatz mittlerweile verboten. Ob die Produktion von "Harnstoff" im nationalen Interesse ist vermag ich nicht zu beurteilen. Wieviel Gas haben sie denn mittlerweile produziert und verkauft ?
Ist OK,
wie gesagt, Wir werden ES, letztlich, SEHEN."Davon mal abgesehen ist Underground Coal Gasification kein Selbstläufer in Oz - siehe CNX (r.i.p.) und Linc Energy (r.i.p.). Die Aussies sind nicht zimperlich wenn es da im Ansatz Ungereimtheiten bei der Grundwassergefährdung o.ä. kommen sollte"
Aber erstmal EIne Frage noch:
Weisst Du(noch) WORAN Linc und CNX, letztlich, gescheitert sind ??
Also ich meine nicht "hat nicht funktioniert".
Sondern KONKRET.Zum "technischen" Aspekt, Dieses Verfahrens/Projekts, werde voraussichtlich auch noch rauf zurückkommen,
Das "bissl aufdröseln", aber Eine Garantie, das Das funktioniert, wird es -trotzdem- nicht geben. -
Alles anzeigen
Executive Chairman Interview
http://www.youtube.com/watch?v=7Uft27A1Snw- SS Insight Australasia
11 AbonnentenSenior Advisor with Pulse Markets interviewed Justyn Peters, Exec Chairman of Leigh Creek Energy Limited (ASX: LCK)
Content and timestamps:
- LCK recently announced that it had completed a capital raise of up to $18m.
- Discussion on how the raise was structured at 0min:00seconds
- LCK retains the option to not complete tranches 2 and 3 @ 3:50
- LCK has the ability to pay the investor with cash rather than issuing shares @ 4:30?
- The FIRB implications on the capital raise now that LCK has a production Licence @ 4:45
- The safety provisions to prevent the investor doing a potential takeover @ 8:00
- The trading restrictions on the investor @ 9:30
- How the Strike Energy announcement (that they hope to produce UREA out of WA) impact the LCK project @ 10:10
- Why this raise is so important for LCK @ 13:15
- The next steps for LCK: Off take agreements, A strategic partners & funding the project @ 17:30
- How fast until Stage 1 can be completed @ 20:00
- How Stages 1 & 2 are parallel projects @ 21:30
- Potential Share Price triggers in the near term @ 23:00
- Milestone achievements by LCK @ 24:00
- Fast tracking 5mw power plant using existing PCD equipment @ 25:30
- Drilling and operational lead times @ 27:45
- Revenue Break Event points @ 28:30
- 5mw is ample power to go into Stage 2 @ 29:50
- Timeline to producing electricity @ 30:30
- Comment about obtaining $1b funding in 2020 (to make significant acquisition) @ 31:30
- Confidence on raising (large capital) going ahead @ 33:10
- Interviewer and their Buy Recommendation on LCK securing a funding runway for 2021 @ 34:00Interview conducted 16 January 2021. Please note disclaimer at end of presentation- this is provided for information purposed only and no responsibility is taken for any actions taken from viewing this interview. Please ensure to consult professional licensed advice before making any investment decisions. -
Part 2: Audience Q&A with LCK Chairman - August 2021
http://www.youtube.com/watch?v=RDEJChYR0Fk
- SS Insight Australasia
11 AbonnentenPart 1 – “Presentation” can be watched at https://youtu.be/jRpe446HlIU
DAELIM, FUNDING, CONSTRUCTION, OFFTAKE
- Who is Daelim? What do they know about fertiliser? 22:00
- Funding Options/do have to accept the 70% finance option? 25:45
- How do the drawdowns work with the interest payments? 26:50
- When do we hear the Korean banking institutions names? 27:40
- Where do you see other 30% funding coming from? 28:00
- Funding supported by Offtake offers 29:30
- Why did LCK reject an offtake agreement for all of its gas? 30:10
- Alternative funding methods for the remainder of Stage 1? 32:00
- Financial support from the government for the project? 33:00
- Quality controls over the contractor? 35:10
- Is there an off-take coming? 37:00
- When will Daelim and LCK start? (inc Covid19 and logistics) 37:45UREA AND DISTRIBUTION
- LCK setting up its own distribution network with Daelim? 39:15
- Dialogue at federal level re importance of Urea production 41:35
- LCK engaging with farmers federations & urea end users 43:15
- Urea price since the feasibility financial study? 45:10
- What kind of revenue potential does a 100m tpa project have? 47:15MESSAGING SINCE CONSTRUCTION AND FUNDING ANNOUNCED
- How has message being presented to investors changed? 49:00
- How has interest in the company changed? 49:50
- What is the current focus on IR? (Tony Lawry) 49:50
- Why do you think the market is not supporting the share price? 53:20INDIGENOUS, ENVIRONMENTAL and COVID
- How is the relationship with the local First Peoples? 57:45
- Why is LCK exempt from Native Title over its PPL? 58:30
- Is EIS approval required to conduct further drilling? 59:00
- What EIS and approvals are required for Stage 2? 1:01:00
- LCK getting govt approvals to go to Korea? 1:02:45OTHER PARTS OF LCK BUSINESS
- Update on JV with Bridgeport/ progress on Cooper Basin relationships 1:04:00
- Long list of accomplishments by LCK 1:05:20
- What drives the people at LCK to keep working hard at this? 1:06:20
- Comments on timeline over the next periods 1:09:00Please ensure to read the disclaimer for each of LCK and Pulse Markets. This is provided for information purposes only consult professional advice before making any investment decisions."
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Dr. Quinton Hennigh transitions to Executive role with Condor Strategic Shareholder
http://www.condorresources.com…h-Condor-Strategic-Sha..."Vancouver, B.C., August 10, 2021 - Condor Resources Inc. - ("Condor" or the "Company") (TSXV:CN) is pleased to congratulate Dr. Hennigh on his appointment as a full time executive Geologic and Technical Advisor for Crescat Capital LLC. ("Crescat") With Dr. Hennigh's new role at Crescat, a strategic and significant shareholder of Condor Resources, Dr. Hennigh has tendered his resignation from the Condor Board of Directors effective August 6, 2021.
In conjunction with the above, Condor has entered into a Strategic Shareholder Agreement with Crescat under which Dr. Hennigh will continue to provide geologic expertise on exploration activities of the Company's projects.
"It has been a delight to act as director of Condor over the past year," commented Quinton Hennigh. "Condor is uniquely positioned with a portfolio of exceptional Peruvian projects being advanced by a highly skilled exploration team. Crescat and I look forward to remaining supportive shareholders as Condor advances key projects, including Pucamayo's maiden drilling campaign."
Lyle Davis, Condor's President and CEO, noted "I would like to thank Dr. Hennigh for his contributions at the board level over the past year, and am delighted that he has agreed to remain involved as an advisor to Condor via Crescat. Quinton's knowledge and experience has been of great benefit to the Company and its shareholders, and will continue to be in his new role".
Crescat is a global macro asset management firm headquartered in Denver, Colo. Crescat's mission is to grow and protect wealth over the long term by deploying tactical investment themes based on proprietary value-driven equity and macro models. Crescat's goal is industry-leading absolute and risk-adjusted returns over complete business cycles with low correlation to common benchmarks. Crescat's investment process involves a mix of asset classes and strategies to assist with each client's unique needs and objectives, and includes global macro, long/short, large cap and precious metals funds.
Condor is an active explorer focused exclusively on Peru, supplemented by a project generator and royalty model designed to generate exploration capital whilst minimizing shareholder dilution. Our objective in advancing our portfolio of projects is the discovery of a major new precious metals or base metals deposit in Peru. Project acquisition and exploration activities are managed by the Company's Lima based exploration team.
ON BEHALF OF THE BOARD
Lyle Davis,
President & Chief Executive OfficerFor further information please contact the Company at 1-866-642-5707, or by email at info@condorresources.com"