KATANGA MINING GAINS AT 39% — GOOD CHANCE OF MORE TO COME KAT Katanga Mining Ltd CHART AS OF CLOSE 11-30-18 INITIAL KAT Katanga Mining Ltd. IDEA: November 28th, 2017 KAT has been as high as $28.00 (2007); and has recently lifted from lows around $0.14 (Dec 2016). The weekly chart (left) shows […]
FUND MANAGER ALLOCATIONS TO COMMODITIES HITS 8 YEAR HIGH – NET 7% OVERWEIGHT According to the June Bank of America Fund Manager Survey and we would expect, since it is very late in the business cycle allocation to commodities has hit a new 8-year high, rising 1ppt to net 7% overweight, the highest since April 2012 when […]
IN-DEPTH LOOK AT THE JUNIOR COBALT MINERS — SOURCE: 04-17-18 Seeking Alpha, Matt Bohlsen – “A Look At The Junior Cobalt Miners In Early 2018” — Summary Cobalt spot price history and some background cobalt articles. A new look at the cobalt juniors that have a chance to make it. This idea was discussed in more depth […]
CAPITAL CONTINUES TO FLOW INTO LITHIUM ASSETS AS DEMAND RISES — SOURCE: 04-16-18 Seeking Apha, Livio Filice – “Lithium Investing: Capital Continues To Flow Into Lithium Assets As Demand Rises” — Summary Battery production continues to climb as automakers bring new options to market; new energy vehicle sales figures continue to rise. Barriers to mass technology deployment […]
NEW PLAYERS & APPROACHES EMERGE TO SUPPLY COBALT STOCKS TO WATCH American Manganese Inc. Umicore British tech startups Aceleron and Powervault Ltd. Recycling techniques can draw metal from lithium-ion batteries New source could meet 10% of car industry’s metal needs — SOURCE: 12-01-17 Bloomberg – “How to Mine Cobalt Without Going to Congo” — […]
SII: COMMODITIES – THE NATURAL CHALLENGES FOR EV – COBALT, LITHIUM & NICKEL — SOURCE: 10-20-17 RealVison.com The Hack Nickel is a base metal that is used in variety of industrial applications. It is added to steel for corrosion resistance, Often used for its bright and lustrous appearance in coins, jewelry, etc. Used in batteries, such […]
SII: COMMODITIES – ELECTRIC VEHICLES – COBALT SQUEEZE Electric vehicles – Resources squeeze With the Tesla revolution and bullish forecasts for EV sales blanketing the media, the future looks bright for a cleaner, quieter future in autos. However, with predictions of a rise in the global EV fleet from 600k today to 65 million by 2040, […]
SII: COMMODITIES – THE EV REVOLUTION – LITHIUM INVESTING The EV Revolution? – The trouble with Lithium investing The rise of electric vehicles has been nothing short of spectacular. Just a decade ago, few could have imagined the level of interest from major manufacturers in producing EVs. Much of the credit goes to Tesla – their […]
