mark2017's Commodities to Watch

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Old Aug 17, 2017, 8:09pm   #46
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Old Aug 22, 2017, 8:17pm   #47
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mark2017 started this thread Very Good Results


https://www.nsrltd.com/wp-content/up...-22-8-2017.pdf
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Old Aug 24, 2017, 8:14pm   #48
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mark2017 started this thread Aug 25 2017 at 12:15 AM
Updated Aug 25 2017 at 12:15 AM
Save article Print License article Galaxy brings Goldman into its defence orbit
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Share via Email Share on Google Plus Post on facebook wall Share on twitter Post to Linkedin Share on Reddit Galaxy Resources has brought Goldman Sachs into its tent as a defence adviser.
Richard Drew
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Sarah Thompson Anthony Macdonald Joyce Moullakis The price divergence between global and local lithium stocks has spurred some Australian listed companies into action.

Street Talk understands one of those is Galaxy Resources which has brought Goldman Sachs into its tent as a defence adviser.

This column is not suggesting Galaxy has received an approach or is about to. But against the current backdrop, it makes sense for Galaxy to shore up its advisory team.

Certainly, shares in Australian lithium players haven't experienced the same boost as their global rivals in 2017, which in theory could make this market a happy hunting ground.

Kidman Resources' market capitalisation is hovering at circa $213 million, making it easy prey for a large global predator. Galaxy's shares rallied as high as $2.46 in May this year and on Thursday were changing hands at $1.755, giving the company a market cap just shy of $700 million.

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View all announcements In March, Galaxy was among several Australian lithium aspirants named in a presentation released by US lithium giant Albemarle that ranked the asset quality of the world's lithium mines.

Albemarle and other majors, which have traditionally produced lithium from brines, have been prowling Western Australia for hard rock lithium assets they can take a stake in, or take out completely.

While brine-based lithium is cheaper to produce, sources have said Asian battery manufacturers have stated a preference for the higher quality lithium derived from hard rock assets, driving brine-based companies and upstream players to look at deals they would not have previously considered.

Chile's SQM acquired half of Kidman Resources' Earl Grey lithium project for $US110 million in July, and a number of Chinese lithium and chemicals companies have stakes in West Australian projects. Local miners have also talked of battery and car manufacturers being keen to secure supply.

Galaxy has the hard rock Mt Cattlin mine in WA but its wider geographic footprint and production diversification may broaden its appeal. It also has the James Bay hard rock development project in Canada and the Sal de Vida brine development project in Argentina.

Galaxy's chairman Martin Rowley knows the Goldman resources team well. The investment bank is also the defence adviser for First Quantum, which Rowley co-founded and was a director of until earlier this year.


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Old Aug 29, 2017, 8:04pm   #49
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mark2017 started this thread Gold up and Northern Star Resources up 4%


http://www.4-traders.com/NORTHERN-ST...062793/charts/
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Old Aug 30, 2017, 8:23pm   #50
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http://www.asx.com.au/asxpdf/2017083...1pz2037g6w.pdf
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Old Aug 31, 2017, 2:43pm   #51
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mark2017 started this thread Up 8%!!!
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Old Sep 1, 2017, 6:05pm   #52
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Presentation

http://www.asx.com.au/asxpdf/2017083...1wbtkcrwjy.pdf
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Old Sep 6, 2017, 8:53pm   #53
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mark2017 started this thread Uptrend, other 7% up!
Record lithium productión
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Old Sep 7, 2017, 7:39pm   #54
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We’re Going to Need More Lithium

There’s plenty in the ground to meet the needs of an electric car future, but not enough mines.
By Jessica ShanklemanJessica Shankleman, Tom BiesheuvelTom Biesheuvel, Joe RyanJoe Ryan, and Dave MerrillDave Merrill
September 7, 2017
Starting about two years ago, fears of a lithium shortage almost tripled prices for the metal, to more than $20,000 a ton, in just 10 months. The cause was a spike in the market for electric vehicles, which were suddenly competing with laptops and smartphones for lithium ion batteries. Demand for the metal won’t slacken anytime soon—on the contrary, electric car production is expected to increase more than thirtyfold by 2030, according to Bloomberg New Energy Finance.
https://www.bloomberg.com/graphics/2...attery-future/
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Old Sep 8, 2017, 8:57pm   #55
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mark2017 started this thread Go up!!!


Why Invest in Northern Star
Highly profitable: Record half year net profit after tax of A$104.6M (US$77M), up 61%;
EBITDA margin of 53%; track record of dividends, paid A10¢ps in 2016 (up 100% from 2015)
Strong balance sheet: no debt; A$393M (US$289M) in cash & equivalents (31 March 2017)
Emphasis on financial returns: Past 5 years avg TSR* +60%, ROE of 30% and ROIC 27%
One of the few ASX-listed gold miners with critical mass and asset diversity: FY2017
production of 485koz-515koz at an AISC of A$1,000-1,050/oz (US$735-US$771/oz)
Record of strong growth – with much more to come: Focused on our Tier 1 operations to
drive increased production and a simplified business model, increasingly more valuable
Aggressive exploration strategy delivering outstanding results; Reserves grew 33% in
FY2016 (after depletion) at average cost of just US$37/oz; US$44M spend this year has the
potential to significantly increase Reserves and underpin a clear road map for the future
Committed US$51M to expansion capital this year; this will underpin growth in production
and cashflow from 2018 onwards
Strong management team, track record of delivering operational and corporate objectives
which in turn have consistently achieved sector leading returns to NST Shareholders
15 Source:* Boston Consulting Group paper on “Delivering value in t

Northern Star
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Old Sep 11, 2017, 2:07pm   #56
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mark2017 started this thread 6,5% up!!!
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Old Sep 11, 2017, 8:06pm   #57
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mark2017 started this thread Strong Buy


https://www.investing.com/equities/g...-ltd-technical
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Old Sep 12, 2017, 1:16pm   #58
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Demand Lithium


http://www.google.com/finance?q=ASX:GXY
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Old Sep 12, 2017, 3:37pm   #59
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mark2017 started this thread China’s Electric Car Switch to Rattle Industry, Drive Up Price of Lithium
Article ID: 680874

Released: 11-Sep-2017 12:05 PM EDT

Source Newsroom: Cornell University
Add to Favorites more news from this source Share Expert PitchMEDIA CONTACT
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CHANNELS
Environmental Science, Green Tech, Technology, Travel and Transportation, Local - New YorkKEYWORDS
China, Clean Energy, Car industry, Lithium Batteries, Electric Cars,
electric car batteries, Environment, Emissions, Pollution, Air Pollution,
Beijing, Chinese Government, Automotive industry
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China’s electric car switch to rattle industry, drive up price of lithium

Newswise — Chinese regulators recently announced that the government is setting up a timetable to end production and sales of petrol and diesel cars. China is following the example of other countries, such as Britain and France, that announced similar moves towards cleaner vehicles in the coming years. Arthur Wheaton, an automotive expert with Cornell University’s School of Industrial and Labor Relations, says that while the ban makes sense in a country plagued by pollution, obstacles remain.

Bio: https://www.ilr.cornell.edu/people/arthur-wheaton



Wheaton says:

“The move to alternative fuels makes sense in China, but there are many issues associated with legislating a single solution to the pollution problem. Lithium-ion batteries are the most common electric batteries for automobiles. Lithium is also in relatively short supply and is highly unstable when not manufactured correctly.

“If China does impose a full ban on internal combustion engines it will rattle the industry and make the price for lithium jump as it is already in short supply. There have been promises of hydrogen-powered fuel cells for generations but no major breakthroughs yet.

“California has tried many times to impose regulations on zero emissions vehicles and had to cancel or delay them as problems inevitably screw up the plans. Currently, the U.S. market is much less likely under the current administration to even consider this as an option. It is not fighting the same battle and has moved away from regulations to improve the environment.”



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Old Sep 12, 2017, 4:59pm   #60
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Neometals

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