Krasse Story!
Hier geht es zum spannenden Interview. Credit to RollingStone.
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Sonntag, 10. Januar 2016
Sonntag, 6. September 2015
Tesla: Elektroauto-Pionier Elon Musk entfacht neue Lithium-Spekulationen, Internet-Community kurbelt Gerüchteküche an
Spezialmetall-Experte Simon Moores meldet sich auf CEO.CA mit einem aktuellen Beitrag zum neu entfachten Lithium-Hype zu Wort:
The Elon Musk Tweet That Has Everybody Talking About Lithium in Nevada
The Elon Musk Tweet That Has Everybody Talking About Lithium in Nevada
By Simon Moores, Co-Founder and Analyst at Benchmark Intelligence
Tesla Motors’ CEO Elon Musk has admitted the company is pursuing lithium deals in Nevada.
Tesla is looking to add to the conditional deal it struck with Bacanora Minerals / Rare Earth Minerals and Musk was forced to admit last night on Twitter that Nevada projects are being considered.
Last week’s lithium supply deal with Bacanora from its Sonora clay project in Mexico was the first Gigafactory raw material agreement to be announced, a situation that has gripped the junior mining sector since February 2014
The development surprised many sectors of the mining and investment industries, however. Not only because it is one of the newer lithium assets on the market but also with Tesla’s willingness to back the higher risk junior mining sector rather than striking a deal with an established producer.
But this discussion migrated into the realm of politics yesterday with an articlepublished by the Las Vegas Sun asking whether Elon Musk or the Nevada lawmakers were to blame for a Nevada-based lithium project not getting the green light.
Nevada is the only location in North America to mine lithium. Albemarle / Rockwood’s Silver Peak operation produces comparatively small amounts of lithium carbonate and lithium hydroxide to the rest of the world – the latter being the product needed by the Gigafactory.
In response to the article, Elon Musk took to Twitter to defend Tesla.
Politics Editor at the Las Vegas Sun, Scott Lucas, questioned whether Elon Musk “played” Nevada after the state gave Tesla $1.25m in tax breaks only for the company to turn to Mexico for its lithium.
Elon Musk responded by explaining that the deal with Bacanora was “not exclusive” and it was “definitely” correct to assume that Tesla is also going for Nevada sources of lithium. This confirmed Benchmark‘s expectation last week that the Bacanora deal is just the start of a series of Gigafactory raw material deals to be announced by Tesla.
Will politics influence Tesla’s next lithium call
There is no doubt that all major sources of lithium – both active and in development – have been considered by Tesla in its quest to secure the 25,000 tonnes of lithium hydroxide the Gigafactory will need at capacity. This is far more than any one producer can supply in today’s market and it will be needed as soon as 2020..
Mittwoch, 24. Juni 2015
Rohstoffbranche, Minenaktien, Junior-Mining: Aktueller Essay von Branchen-Legende Brent Cook über das Big Picture und den letzten großen Bärenmarkt
MUST READ.
What was it like Dad?
POSTED ON JUNE 22, 2015 - BY BRENT COOK - CATEGORY STORIES,
First published in Brent Cook’s Exploration Insights newsletter – June 14, 2015.
It was tough kid. We were just coming out of the most perfect spring. The fruit trees were all in blossom, streams filled with fish, deer abounded, and we were all feeling pretty right with the world—we owned it and were the chosen ones.
Then we headed out across the flats, believing the prophets that the next paradise, just over the horizon, was even better. But the horizon never came, the land turned to salt flats and dust; the temperature reached 110°, day after day after day. We burned and suffered. The roving bandits knew we were doomed and had no interest in what little we had left. Each promising oasis was a mirage and one by one we lost our way, numbed and staggering in all directions. We lost nearly everyone on that journey which began so optimistically—and naively.
It was brutal and devastating kid; I hope to never go through that again. But some of us did survive to carry on, and I’m here to tell you about it..
Link: http://ceo.ca/2015/06/22/what-was-it-like-dad/
What was it like Dad?
POSTED ON JUNE 22, 2015 - BY BRENT COOK - CATEGORY STORIES,
First published in Brent Cook’s Exploration Insights newsletter – June 14, 2015.
It was tough kid. We were just coming out of the most perfect spring. The fruit trees were all in blossom, streams filled with fish, deer abounded, and we were all feeling pretty right with the world—we owned it and were the chosen ones.
Then we headed out across the flats, believing the prophets that the next paradise, just over the horizon, was even better. But the horizon never came, the land turned to salt flats and dust; the temperature reached 110°, day after day after day. We burned and suffered. The roving bandits knew we were doomed and had no interest in what little we had left. Each promising oasis was a mirage and one by one we lost our way, numbed and staggering in all directions. We lost nearly everyone on that journey which began so optimistically—and naively.
It was brutal and devastating kid; I hope to never go through that again. But some of us did survive to carry on, and I’m here to tell you about it..
Link: http://ceo.ca/2015/06/22/what-was-it-like-dad/
Donnerstag, 12. März 2015
Aktuelles Interview mit Brent Cook über Gold, Discoveries und Klondike Gold
Hörenswert, credit to CEO.CA:
Discovery Gold Rush season ends, Klondike Gold Corp’s begins – Brent Cook live from the PDAC
Tonight is the season finale of the popular Discovery Channel program Gold Rush, and viewers are set to find out how much gold the Hoffman family dug up this season..
Freitag, 12. Dezember 2014
Gastbeitrag CEO.CA: Review Mines & Money 2014 in London
Recommended:
POSTED ON DECEMBER 11, 2014 BY TRAVIS MCPHERSON
CATEGORY EVENTS, EVY HAMBRO, FEATURED INTERVIEW, FRANK GIUSTRA, INTERVIEWS, INVESTING, MARK BRISTOW,MINES AND MONEY, MINING, MINING FINANCE, ROBERT FRIEDLAND, ROSS BEATY, SITE VISITS, STORIES, URANIUM, ZINC,
CATEGORY EVENTS, EVY HAMBRO, FEATURED INTERVIEW, FRANK GIUSTRA, INTERVIEWS, INVESTING, MARK BRISTOW,MINES AND MONEY, MINING, MINING FINANCE, ROBERT FRIEDLAND, ROSS BEATY, SITE VISITS, STORIES, URANIUM, ZINC,
BlackRock Inc.’s Evy Hambro, the most influential shareholder in mining (Photo: Mines and Money)
“Anybody who says that the super-cycle is over is an idiot, it’s just been deferred for a little bit”, mining tycoon Robert Friedland told a packed audience in London last week.
I was there for the 12th annual Mines and Money show. And if you’re in the mining business and haven’t been to London lately, the Mines and Money show is a great excuse to visit one of the world’s most colourful cities. I thoroughly enjoyed the high tea, fish and chips, pints at the pubs, and of course the conference, which was held just outside the glitzy Mayfair area.
Many of the mining industry’s leaders presented at the conference, including:
- Evy Hambro
- Clem Sunter
- Robert Friedland
- Mark Bristow
- Frank Giustra
- Ross Beaty
The event was very well attended, considering the ticket price to get in isn’t cheap (~$3,000). Not surprisingly, the crowd was made up of mostly highly motivated fund managers, investors and analysts.
Among the attendees were some of the largest money managers in the natural resources sector, including Evy Hambro of Blackrock and Neil Gregson of JP Morgan, as well as representatives from most of the bulge bracket and boutique banks..
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