Beiträge von Popeye82

    Quartal Aktivitäten report; “The quarter has been transformational for Alpha. The Company is now set to enter commercial production via the PPF next year, and is accelerating each of the workstreams on the full scale Project


    RECURSOR PRODUCTION FACILITY (PPF) STRATEGY
    - Fast-track commercialisation of the Company’s two ultra-high purity precursor products
    - Facility to be built on HPA First Project site in Gladstone
    - $27M capex fully funded after successful completion of $50M placement
    - First production expected in July/August 2022


    LOBAL MARKETING PARTNERS IN PLACE
    - MoU with APL Engineered Materials to market Alpha’s products to Japanese and Chinese markets
    - MoU with Technologica to market Alpha’s products to Europe
    - MoUs complement existing marketing activities and expand geographical reach


    RODUCT MARKETING ACCELERATES
    - Significant additional inbound interest in the Company’s precursor products since PPF strategy launch
    - First commercial HPA sales to a German LED phosphor counterparty
    - Additional 93kg of Al-nitrate sales (Al-precursor #1)
    - 26 product test orders received and/or shipped in the quarter
    - Over 60 test orders despatched in total to over 35 end-users


    EMORANDUM OF UNDERSTANDING WITH CLEANCO QUEENSLAND
    - Potential to supply 100% of the HPA First Project electricity demand with renewable energy
    - Carbon footprint modelling of the HPA First project indicates a 59% reduction in CO2 emissions over incumbent HPA manufacturing processes


    PA FIRST PROJECT WORKSTREAMS ADVANCED
    - Worley awarded the HPA First Project Front End Engineering and Design (FEED) and also nominated as preferred ePCM contractor
    - Water supply contract signed with Gladstone Area Water Board
    - Orica Definitive Agreements scheduled for execution in late July/early August
    - Stage 1 of the Lender Engineer’s Independent Technical Expert (ITE) review completed
    http://alphahpa.com.au/wp-content/uploads/2021/07/pjn10896.pdf



    Ich denke, oder Das ist jedenfalls Mein Eindruck, Du hast Dich TEILWEISE VON FALSCHEN SACHEN, MOTIVATIONEN TREIBEN LASSEN.



    Das soll jetzt Keine Schlaumeierei sein,
    aber wenn Du an Deinem Umbau ähnlich weitermachst, könnte Das, m.E., in Zukunft deutlich Anders aussehen.
    Und dann würde Das vermutlich auch "deutlich stabiler" werden.
    Also nicht "Alle 5 Minuten Alles austauschen"(Was Warum da schon so meinte).



    Warum,
    da sprichst Du mir bisschen "aus Der Seele".


    Das wollte Minehunter "eigentlich" auch schon Früher sagen.


    Ich finde man kann Aktien verkaufen Die "sich schlecht entwickelt, schlecht performt" haben.
    No Problem.


    Aber Aktien "EINFACH NUR" zu verkaufen weil vor Der Performance Ein Minus steht, ist für Mich Kein (Wirklicher) Grund.
    Macht für Mich(!) auch KEINEN SINN.
    (ist aber Was Was ich 1.000fach in Den Foren erlebe)


    Das ist, m.E., im Prinzip Eine HUND-SCHWANZ-GESCHICHTE.
    (Huhn-Ei evt auch?)


    Also man kann Das drehen und wenden wie man will, und Tausende Sachen darüber sagen,
    aber schlussendlich,
    kurz gesagt:


    Ich würde Verkäufe nicht nach Der "Chartlage" machen, sondern nach EINSCHÄTZUNG DER OPERATIVEN LAGE.


    Wenn sich da "Was zum Schlechten" geändert hat würde ich (teilweise) auch verkaufen, sofort.
    Aber wenn sich "eigentlich gar Nichts geändert" hat(und Die Urspungs Positive Einschätzung Keinen Grund gibt zu ändern), daaaaann würde ich "eher (fast) NEVER" verkaufen.


    Also gibt Verschiedene Methoden, aber bei mir geht es (zu "wohl mindestens >95%") wirklich nach Der Fundamentalen Lage.
    Das kann dann natürlich auch trotzdem mal schiefgehen, bspw mit Highfield Res habe ich schon Eine laaaaange "Achterbahnfahrt" durch.

    Cypress Development Provides Update on Clayton Valley Lithium Project’s Pilot Plant and Appointment of VP, Investor Relations

    http://www.cypressdevelopmentcorp.com/news/2021/cypress-development-provides-update-on-the-clayton-valley-lithium-projects-pilot-plant-and-appointment-of-vice-president/


    "Vancouver, Canada - Cypress Development Corp. (TSX-V: CYP) (OTCQB: CYDVF) (Frankfurt: C1Z1) (“Cypress” or “the Company”) is pleased to announce that it is nearing completion of the assembly of its pilot plant; and all major components are on site including the Chemionex portion of the process. The Company is awaiting the arrival of key electrical subcomponents, delayed due to supply constraints related to Covid-19. The claystone samples have been collected and are currently undergoing preparation and analysis at Cypress’ Tonopah, Nevada site prior to its shipment to the Amargosa Valley, Nevada pilot plant site. Cypress is planning to commission the pilot plant in August .


    Cypress is also pleased to announce the appointment of Mr. Spiros Cacos as Vice President, Investor Relations effective August 1, 2021. Mr. Cacos is an Investor Relations & Corporate Communications executive with over 20 years of comprehensive experience with a primary focus in mineral companies, including grassroots, development, and production. He brings to Cypress his extended network within the financial community, together with investment advisors, portfolio managers, industry analysts, and media outlets throughout North America, the United Kingdom, and Europe. Mr. Cacos holds a Master of Arts degree in International Relations and Diplomatic Studies from Schiller International University, Paris, France and a Bachelor of Arts Degree from Simon Fraser University, Canada.


    Regarding progress associated with Cypress’ previously announced Letter of Intent (“LOI”) with Intor Resources Corp (“Intor”), a wholly owned subsidiary of Nevada Sunrise Gold Corp., for the purchase of Intor’s water rights in Clayton Valley, Nevada, the Company reports it has made the payments under the terms of the LOI, and the parties are proceeding with the preparation of the definitive agreement.


    About Cypress Development Corp.:


    Cypress Development Corp. is a publicly traded company focused on developing its 100%-owned Clayton Valley Lithium Project in Nevada, U.S.A. Exploration, and development by Cypress lead to the discovery of a world-class resource of lithium-bearing claystone adjacent to the Albemarle Silver Peak mine, North America's only lithium brine operation. The size of the resource makes the Clayton Valley Project a premier American source that has the potential to impact the supply of lithium for the fast-growing energy storage battery market.


    To find out more about Cypress Development Corp. (TSX-V: CYP), visit our website at www.cypressdevelopmentcorp.com.


    CYPRESS DEVELOPMENT CORP.
    “Dr. Bill Willoughby”
    _____________________________


    WILLIAM WILLOUGHBY, PhD., PE
    Chief Executive Officer


    For further information contact me or:
    Don Myers
    Cypress Development Corp.
    Director, Corporate Communications
    Telephone: +1 (604) 639-3851
    Toll Free: +1 (800) 567-8181
    Facsimile: +1 (604) 687-3119
    Email: info@cypressdevelopmentcorp.com"

    Vorab: Das passt bei "Allen Silica" rein.


    Also auch VRX SIlica, Metallica Minerals, Carbine Resource, usw.



    Da sind Ein "Grosser Teil Der Relevantesten, WIchtigsten Australier, Silica" drin.
    Mindestens Nummer 2-6 sind, m.E., interessant, 1 weiss nicht.


    Wer an Dem "Sektor(oder auch EInzelnen Firmen, davon) interessiert" ist, ich würde es MIR DURCHLESEN




    Australia Silica Sand Sector Research

    featured


    - Australian Silica Quartz Group
    - Diatreme Resources
    - Metallica Minerals
    - Perpetual Resources
    - Suvo Strategic Minerals
    - VRX Silica
    http://www.terrastudio.biz/site_files/4683/upload_files/blog/20210722-SilicaSandResearchReport.pdf?dl=1

    CEO Appointed as Managing Director ; Highfield Resources Chairman CEO Richard Crookes announced: “The Board is delighted to announce this appointment. Ignacio’s strong track record of building positive and robust relationships with local communities and government bodies has continued since becoming Highfield’s CEO, culminating in the recent award of the Mining Concessions for the Muga Project. The Board looks forward to continuing to work with him and his on-going energy, expertise and discipline as we advance towards building a safe, successful and sustainable operation at our world-class Muga Potash Project.” Mr Salazar commented: “I am delighted to be joining the Highfield Board as Managing Director and continuing to work with our team in Pamplona, the Board and stakeholders to progress the construction of the Muga Project and successfully transition it into a sustainable and producing asset which will create significant value for shareholders and all stakeholders”


    http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/07/HFR-ASX-CEO-Appointed-as-MD-.pdf

    grds sehr gut für Sovereign Metals, m.E., aus Letzter GBE News




    http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02399447-6A1042503?access_token=83ff96335c2d45a094df02a206a39ff4
    "The President of Malawi, H.E. President Lazarus Chakwera, has been very clear in his desire to see the Malawi mining industry become a major pillar of industrial development in Malawi and a key contributor in terms of employment, training and revenue . A vibrant mining industry is understood to be an important factor in President Chakwera’s pledge for 1 million new jobs.


    Grant of the Kanyika mining licence is important to Globe and its stakeholders, but equally so for the Malawi government and the people of Malawi. Further delay in grant of the Kanyika mining licence would be disappointing on many fronts................................."

    Australien, Kaolin/Halloysite, Explorer.




    Im Vergleich zu Suvo Strat, Latin Resource, WA Kaolin usw sind Sie SEHR early.
    Also Wer für "Discovery/Early" Phase nicht offen, zu haben ist: FINGER WEG .


    M.E. sieht Diese Discovery, in Ihren ANFÄNGEN, in Ihren FRÜHindications ziemlich gut aus,
    und ich denke dass Sie, Das zu Einer Guten bis vielleicht sehr, sehr Guten Discovery, in Der Folge Ein Nachgewiesenes Deposit, führen KÖNNTE
    http://hotcopper.com.au/thread…/page-79?post_id=54503158


    http://hotcopper.com.au/thread…/page-79?post_id=54503158


    http://www.kulagold.com.au/wp-…oads/2021/07/02394700.pdf



    Also Das heisst man muss da(nn) STÜCK FÜR STÜCK (weiter)sehen, ob Das "Was Wirkliches" wird.


    Wenn es sich ins "Negative drehen" wüüüüürde, würde hier versuchen möglichst zeitnah Das zu sagen.


    Bis jetzt erwarte ich Das aber nicht.



    Kurs bei Vorstellung: 0,050 AuD.

    Also am Anfang habe ich auch noch die links überflogen, auch einiges Interessantes gefunden.
    Aber jeder wie er mag. Sozusagen Alibaba auf Steroiden
    Gut finde ich, das alles in diesem Thread konzentriert ist, dann flutet das die anderen Threads nicht.
    Man muss ja wirklich nicht alles lesen. Vieles sind auch Repetitionen.
    Jedenfalls gefällt mir so ein Thread besser, als irgendein spätpubertärer Bauch-Beine-Po Thread....



    Weisst Du Was mich in Diesen Foren oft ziemlich stört ?


    Das Die Leute -in Den Meisten Fällen- nicht mal in Den Threads, Einer Vorgestellten Firma, auftauchen, und sagen
    "Hey, ich finde Die Firma interessant.
    Ich erwäge mir vielleicht Einige Stücke zu kaufen.


    Wie sieht es denn Damit aus?
    Wann kann man Dies und Das erwarten ?
    Ist Das vielleicht ein Risiko ?
    Wie hat man Das vielleicht zu sehen, kann Das interpretieren ?
    Usw.usw."


    So wie BEISPIELSWEISE "Minehunter" macht.
    Der guckt einfach mal rein, überlegt ob es für Ihn "passen könnte".
    Und manchmal dann einfach ein paar Fragen.


    Da(nn) wird Keiner "gebissen".
    Das tut Niemandem "weh".


    Aber man muss für Sein GLÜCK SCHON AUCH SELBER WAS TUN.


    Ich weiss dass Das Viele nicht gern hören, aber Das PASSIERT BEI DEN MEISTEN NICHT.


    Stattdessen verkrauchen sich hier Sehr Viele in, Meinem Ermessen oft Selbstgerechte, Corona-, Weltuntergang (usw) Threads.


    Aber wenn sowas eher nicht passiert, ist mir auch egal, Meine Geschäfte laufen.
    Und zwar auf Full Speed.



    Ich verschwende nicht mehr gross Zeit mit Leuten Die, gar nicht, WOLLEN .


    Das ist Einer Der Grössten Zeitverschwendungen EVER.

    Ich bin noch nicht soo lange dabei, erst seit 2018, mein erstes Invest war Atlantic Gold, da habe ich Blut geleckt. Danach hatte ich Victoria, Continental, Marathon und Pure Gold.



    Wenn Das Deine Werte bis jetzt waren, "optimieren, sich weiter entwickeln kann man immer", aber dann bist Du denke ich auf Jeden Fall "grundsätzlich auf Dem Richtigen, Gutem Weg".



    "Allein wenn ich meine harten Kriterien anlege, fallen gefühlt 90% raus. Schaue ich mir dann die Team an fallen vom Rest auch nochmal 90% raus und die letzten 1% kommen auf meine Watchliste die ich mir dann genauer anschaue."


    Yep, wenn man Harte Kriterien anlegt kann mir Das, 1%, sehr gut vorstellen.

    Quartal Aktivitäten bericht ; Boab Managing Director and CEO, Simon Noon, stated: “The quarter has seen the Company leverage off a significantly de-risked Sorby Hills Mineral Resource Estimate into an exciting Phase V drilling program aimed at high impact opportunities to extract maximum value from the deposit for purposes of the DFS. We look forward to providing results from the Phase V program as they come to hand together with other significant Project developments over the coming months as we advance towards a Decision to Mine at Sorby Hills”


    - Measured Resources at Sorby Hills increased by 4Mt (56%) following an update to the Sorby Hills Mineral Resource Estimate.
    - Phase V Drilling Program commenced, targeting high impact opportunities to expand the Sorby Hills mining inventory and production capacity for the Definitive Feasibility Study.
    - New and extended mineralisation observed in Phase V drilling completed to date, including shallow intersections of Lead and Zinc mineralisation 500m to the west of the Norton deposit.
    - Additional holes have been added to Phase V drilling program, to further investigate encouraging preliminary observations.
    - Boab Metals takes on naming right sponsorship of the Ord Valley Muster.
    - Strategic acquisition of the Manbarrum Zinc-Silver-Lead Project located 25km east of Sorby Hills announced post quarter end.
    - The Company has a cash balance of A$12.95m as of 30 June 2021, and is well funded to continue executing DFS workstreams and focussing on further de-risking, value-adding and exploration opportunities aimed at progressing Sorby Hills to a Final Investment Decision.
    http://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02399252-6A1042427?access_token=83ff96335c2d45a094df02a206a39ff4

    Bzgl. der Margin of Safety halte ich es gerne sehr einfach: Einkauf <= 50% vom abgezinsten Kapitalwert der Mine.



    Hat Alles Seine Vor- und Nachteile.


    Aber wenn Du FIX "<= 50% " nimmst,


    schliesst Du natürlich sämtliche Weitere Unterscheidungsmerkmale, Verschiedener Projekte, aus.
    (Beispiel "2 Projekte, Beide "total gleich", nur Eines im Sudan, Das andere Australien" -macht Das SInn Die so gesehen "gleich" zu werten?)


    "nur 2 im Depot",


    ich finde Das schon mutig sooooo (hoch)konzentriert anzulegen, aber wenn es für Dich funktioniert, Gratulation,


    tut Mich mal interessieren:



    Wie ist damit so Deine Erfahrung über Die JAHRE, langfristig ?

    Realising the repercussions of deep-sea mining ;
    July 28, 2021 0 Researchers from MIT have begun unprecedented studies into the environmental effects of sediment plumes from deep-sea mining


    http://www.australianmining.com.au/news/realising-the-repercussions-of-deep-sea-mining/


    "Researchers from the Massachusetts Institute of Technology (MIT) have begun unprecedented studies into the environmental effects of sediment plumes from deep-sea mining.


    While deep-sea mining is a scarcely understood practice, it is known that around 4500 metres below the ocean’s surface, there are rocks known as “polymetallic nodules” rich in nickel and cobalt.


    To “mine” these nodules, some proposals involve large underwater vehicles which are developed to collect the nodules along with all the sediment below.


    The issue – which MIT researchers have performed scientific modelling on – is the environmental impact the redistribution of this sediment has on marine flora and fauna.


    MIT professor of mechanical engineering Thomas Peacock commented on the study and the feasibility of deep-sea mining.


    “There is a lot of speculation about (deep-sea-mining’s) environmental impact,” he said.


    “Our study is the first of its kind on these midwater plumes, and can be a major contributor to international discussion and the development of regulations over the next two years.”


    The modelling assessed how the sediment plumes interact with ocean currents, predicting size, concentration and evolution of the plumes under a range of conditions.


    The researchers hoped the plumes would conglomerate and stick much faster than they did.


    “There was speculation this sediment would form large aggregates in the plume that would settle relatively
    quickly to the deep ocean,” Peacock said.


    “But we found the discharge is so turbulent that it breaks the sediment up into its finest constituent pieces, and thereafter it becomes dilute so quickly that the sediment then doesn’t have a chance to stick together.”


    The research could now be used to inform future deep-sea mining regulations in regard to sediment discharge and concentration, as the practice becomes more common and understood.


    Peacock said more than one simple study will be needed to fully understand the implications of deep-sea mining, and many faculties of research will need to be involved.


    “At the heart of the environmental question surrounding deep-sea mining is the extent of sediment plumes,” Peacock said.


    “It’s a multiscale problem, from micron-scale sediments, to turbulent flows, to ocean currents over thousands of kilometres.


    “It’s a big jigsaw puzzle, and we are uniquely equipped to work on that problem and provide answers founded in science and data.” "