Northern Minerals - heavy rare earths & Dysprosium producer
eröffnet am 18.07.20 01:11:34 von
neuester Beitrag 02.05.24 20:34:25 von
neuester Beitrag 02.05.24 20:34:25 von
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ID: 1.328.039
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ISIN: AU000000NTU4 · WKN: A0LBN5 · Symbol: NUN
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Hallo @JALA , du leistest hier ne super Arbeit , hab Northern trotz aller Kapriolen nie aus dem Auge gelassen , denn das HRE-Potential dieser Vorkommen hier ist glaub sogar weltweit Masstäbe setzend , da kommt auch Lynas Duncan-Projekt nicht ran, Ucores Bokan erst recht nicht . Das wars auch schon an den wenigen Lagerstätten mit bedeutenden HRE-Gehalten , hier zudem Xenotim ( Ytterspat) ) mit hochgradig Dy und Tb , Yb , Gd , Er plus etliche der ganz seltenen , fuer Spezialanwender extrem schwer beschaffbaren RE ( was die Chinesen da wirklich haben, verraten sie nicht , sie sind jedenfalls hier bei NM besonders auffällig hinterher ).
Ohne HREE , besonders Dy und Tb fuer u.a. Hochleistungsmagnete samt anderen fuer viele Spezialanwendungen unentbehrlichen HRE , geht in den High Tech-Industrien der Welt fast nichts mehr . Dieses Segment wird das Nadelöhr , wo man uns im worst case ohne viel Aufwand den Hahn abdrehn könnte , wenn wir in der westlichen Welt nicht endlich den technologischen Durchbruch schaffen , aus solch grossartigen eigenen Lagerstätten selbst das Zeug in bedarfsgerechten Mengen und Qualitäten herzustellen. Wenn sie das jetzt endlich mit Lynas in USA tatsächlich in den nächsten Jahren schaffen sollten , auch HRE kommerziell zu separieren , zu WEM werden sie dann kommen ??? ( Lynas muss Duncan erstmal explorieren , sind mit ihren -zig laufenden Vorhaben ohnehin "im Stress" , Ucores Bokan ist viel komplexer / schwieriger mineralisiert ) .
Ich hatte noch meine verhungerte alte free-ride Restposi im Stall , bin seit letzte Nacht mit 100 k Stck wieder dabei !
Uebrigens bin ich ,anders als manch andere user im Lynas Thread ganz zufrieden mit Nick Curtis an dominanter Position im Board , ohne IHN gäb es Lynas nicht !
Ohne HREE , besonders Dy und Tb fuer u.a. Hochleistungsmagnete samt anderen fuer viele Spezialanwendungen unentbehrlichen HRE , geht in den High Tech-Industrien der Welt fast nichts mehr . Dieses Segment wird das Nadelöhr , wo man uns im worst case ohne viel Aufwand den Hahn abdrehn könnte , wenn wir in der westlichen Welt nicht endlich den technologischen Durchbruch schaffen , aus solch grossartigen eigenen Lagerstätten selbst das Zeug in bedarfsgerechten Mengen und Qualitäten herzustellen. Wenn sie das jetzt endlich mit Lynas in USA tatsächlich in den nächsten Jahren schaffen sollten , auch HRE kommerziell zu separieren , zu WEM werden sie dann kommen ??? ( Lynas muss Duncan erstmal explorieren , sind mit ihren -zig laufenden Vorhaben ohnehin "im Stress" , Ucores Bokan ist viel komplexer / schwieriger mineralisiert ) .
Ich hatte noch meine verhungerte alte free-ride Restposi im Stall , bin seit letzte Nacht mit 100 k Stck wieder dabei !
Uebrigens bin ich ,anders als manch andere user im Lynas Thread ganz zufrieden mit Nick Curtis an dominanter Position im Board , ohne IHN gäb es Lynas nicht !
Quarterly activities report
https://wcsecure.weblink.com.au/clients/northernminerals/hea…
Es wird mega! Ich gehe dann nochmal billig einkaufen, bevor andere kommen…
QUARTERLY ACTIVITIES REPORT
For The Period Ending 31 March 2024
HIGHLIGHTS
• Continued drilling of Wolverine Mineral Resource Definition Drilling Program (Program)
• Exceptionally high-grade rare earth assays reported over wide mineralised intervals at Wolverine1
o Initial assays from the ongoing Program confirmed consistent wide, high-grade mineralised intervals across strike and down plunge, with mineralisation remaining open at depth. 2
o This Program, targeting the Inferred Mineral Resource component of Wolverine, is designed to increase geological confidence with the intention of improving the classification of Inferred Mineral Resource3 in subsequent Mineral Resource estimates.
o Significantly, structural data analysis has informed the development of a new deformation intensity spatial model for the first time.
o Thisnewstructuralassociationmodel,throughsuccessfulapplication,willinform the upcoming resource estimate, and assist with future exploration targeting across prospective tenements in WA and NT.
• Draft Definitive Feasibility Study (DFS) report completed for the Browns Range Heavy Rare Earth Project (Project) (awaiting completion of the Program and subsequent update of Mineral Resource estimate and ensuing work programs before publishing final DFS).
• SRK Consulting (Australasia) Pty Ltd progressed their review of DFS and associated project documentation as the Independent Technical Expert (ITE) for the benefit of prospective lenders.
Northern Minerals Limited (ASX: NTU) (“Northern Minerals” or the “Company”), is pleased to provide an overview of the Company’s activities for the period ending 31 March 2024 (“Quarter”, “Reporting Period”) to accompany the Appendix 5B.
Commenting on the update, Northern Minerals Executive Chair Nicholas Curtis said:
“The March quarter saw significant progress in advancing the development of the Browns Range Heavy Rare Earth Project, set to supply critical rare earth elements essential for high-speed electrification, electric vehicles, and renewable energy technologies.
The recent results from the drilling program at Wolverine are extremely encouraging, in that they highlighted numerous high grade mineralised intervals which provides confidence in the ability to improve the classification of Inferred Resource to Indicated as well contributing to a better understanding of the structural controls of the deposit which will be very useful in planning further exploration programs.
In addition, during the quarter, the Company completed drafting of the final chapters of the DFS (including the critical mining chapter) and have provided these to the ITE and Iluka for their review. This was a significant milestone for the Company with the final DFS now just awaiting input from the results of the current resource definition drilling program, a subsequent updated Mineral Resource estimate (which will feed into updated mining and production schedules) and supplementary additional flotation test work.
The Company will continue its debt and equity discussions and diligence processes whilst the final DFS is being completed.”
RESOURCE DEFINITION DRILLING
During the quarter, the Company continued the Wolverine Mineral Resource definition drilling program (Program) that commenced in November 2023. The Program aims to infill the drill spacing to a nominal 25m grid, thereby improving geological confidence in future Mineral Resource estimate updates.
The Program targets the deeper Inferred Mineral Resource, aspiring to upgrade the targeted area’s geological confidence and convert to an Indicated Resource category. The Program is targeting ~1.99Mt @ 1.25% TREO for 24,900t contained TREO. If the Program is successful in converting the Inferred Mineral Resource (or part thereof) then this may allow the Indicated Resource to convert to Probable Reserves through the application of appropriate modifying factors defined under the JORC code for the reporting of Ore Reserve estimates.
The Program’s initial design planned to drill 66 pierce points (at a nominal 25m grid spacing) for a total of approximately 18,000 metres. Adjustments to the design based on observations by the geological team has resulted in a revised program of 44 intersections (at a nominal 25m grid spacing), for a total of approximately 17,000m. Importantly, 6 drill intersections have been added below the previous maximum planned depth, albeit remaining within the Inferred Mineral Resource target. The program completion remains Q2 2024.
At the time of reporting, 37 drill holes were completed out of a total planned of 44, with 2 holes in progress and 5 remaining. Assays have been received for 26 intersections, with assays for 11 intersections pending.
https://wcsecure.weblink.com.au/clients/northernminerals/hea…
Es wird mega! Ich gehe dann nochmal billig einkaufen, bevor andere kommen…
QUARTERLY ACTIVITIES REPORT
For The Period Ending 31 March 2024
HIGHLIGHTS
• Continued drilling of Wolverine Mineral Resource Definition Drilling Program (Program)
• Exceptionally high-grade rare earth assays reported over wide mineralised intervals at Wolverine1
o Initial assays from the ongoing Program confirmed consistent wide, high-grade mineralised intervals across strike and down plunge, with mineralisation remaining open at depth. 2
o This Program, targeting the Inferred Mineral Resource component of Wolverine, is designed to increase geological confidence with the intention of improving the classification of Inferred Mineral Resource3 in subsequent Mineral Resource estimates.
o Significantly, structural data analysis has informed the development of a new deformation intensity spatial model for the first time.
o Thisnewstructuralassociationmodel,throughsuccessfulapplication,willinform the upcoming resource estimate, and assist with future exploration targeting across prospective tenements in WA and NT.
• Draft Definitive Feasibility Study (DFS) report completed for the Browns Range Heavy Rare Earth Project (Project) (awaiting completion of the Program and subsequent update of Mineral Resource estimate and ensuing work programs before publishing final DFS).
• SRK Consulting (Australasia) Pty Ltd progressed their review of DFS and associated project documentation as the Independent Technical Expert (ITE) for the benefit of prospective lenders.
Northern Minerals Limited (ASX: NTU) (“Northern Minerals” or the “Company”), is pleased to provide an overview of the Company’s activities for the period ending 31 March 2024 (“Quarter”, “Reporting Period”) to accompany the Appendix 5B.
Commenting on the update, Northern Minerals Executive Chair Nicholas Curtis said:
“The March quarter saw significant progress in advancing the development of the Browns Range Heavy Rare Earth Project, set to supply critical rare earth elements essential for high-speed electrification, electric vehicles, and renewable energy technologies.
The recent results from the drilling program at Wolverine are extremely encouraging, in that they highlighted numerous high grade mineralised intervals which provides confidence in the ability to improve the classification of Inferred Resource to Indicated as well contributing to a better understanding of the structural controls of the deposit which will be very useful in planning further exploration programs.
In addition, during the quarter, the Company completed drafting of the final chapters of the DFS (including the critical mining chapter) and have provided these to the ITE and Iluka for their review. This was a significant milestone for the Company with the final DFS now just awaiting input from the results of the current resource definition drilling program, a subsequent updated Mineral Resource estimate (which will feed into updated mining and production schedules) and supplementary additional flotation test work.
The Company will continue its debt and equity discussions and diligence processes whilst the final DFS is being completed.”
RESOURCE DEFINITION DRILLING
During the quarter, the Company continued the Wolverine Mineral Resource definition drilling program (Program) that commenced in November 2023. The Program aims to infill the drill spacing to a nominal 25m grid, thereby improving geological confidence in future Mineral Resource estimate updates.
The Program targets the deeper Inferred Mineral Resource, aspiring to upgrade the targeted area’s geological confidence and convert to an Indicated Resource category. The Program is targeting ~1.99Mt @ 1.25% TREO for 24,900t contained TREO. If the Program is successful in converting the Inferred Mineral Resource (or part thereof) then this may allow the Indicated Resource to convert to Probable Reserves through the application of appropriate modifying factors defined under the JORC code for the reporting of Ore Reserve estimates.
The Program’s initial design planned to drill 66 pierce points (at a nominal 25m grid spacing) for a total of approximately 18,000 metres. Adjustments to the design based on observations by the geological team has resulted in a revised program of 44 intersections (at a nominal 25m grid spacing), for a total of approximately 17,000m. Importantly, 6 drill intersections have been added below the previous maximum planned depth, albeit remaining within the Inferred Mineral Resource target. The program completion remains Q2 2024.
At the time of reporting, 37 drill holes were completed out of a total planned of 44, with 2 holes in progress and 5 remaining. Assays have been received for 26 intersections, with assays for 11 intersections pending.
https://wcsecure.weblink.com.au/pdf/NTU/02794103.pdf
Date of 2023 AGM, closing date for director nominations and
update on EGM
In accordance with ASX Listing Rule 3.13.1, Northern Minerals Limited (ASX: NTU) (Company) announces that:
a) the Annual General Meeting (2023 AGM) of the Company is expected to be held on Thursday, 6 June 2024; and
b) the closing date for the receipt of nominations from persons wishing to be considered for election as a director of the Company, pursuant to rule 6.4 of the Constitution, is Wednesday, 17 April 2024. Any nominations must be received at the Company’s registered office no later than 5.00pm (Perth time) on Wednesday, 17 April 2024.
The Company refers to its announcement dated 21 March 2024 in which it advised that:
• it had not received any indication that the Foreign Investment Review Board (FIRB) had concluded or otherwise ceased its investigations into the matters referred to in the Company’s announcement to the ASX on 30 October 2023 (30 October Announcement);
• the Company had applied for, and ASIC had granted, relief to the Company pursuant to section 250P of the Corporations Act 2001(Cth) (the Act) to further extend the period within which it must hold its 2023 AGM and the Company was required to hold its 2023 AGM by no later than 7 June 2024.
The Company also refers to its announcement dated 12 December 2023 in which it advised that the Supreme Court of New South Wales (Court) had made orders which in effect:
• extended the period by which the Company must call the the extraordinary general meeting requisitioned by Yuxiao Fund Pte Ltd (Yuxiao Fund) pursuant to notices under section 203D and section 249D of the Act (EGM) on the earlier date of when the 2023 AGM is called or (subject to the further order of the Court) 30 April 2024; and
• required the EGM be held on the day on which the 2023 AGM is held.
The Company announces that, on 9 April 2024, the Court made orders which extended the period of time by which the Company must call the EGM such that it must call the EGM on the earlier of the day on which the 2023 AGM is called or (subject to further order of the Court) 1 July 2024.
The Company will keep shareholders updated in accordance with its continuous disclosure obligations, including if there is any further extension of the period within which the Company must hold its 2023 AGM.
Authorised by Nicholas Curtis AM – Executive Chairman
For further information:
Northern Minerals
Nicholas Curtis AM – Executive Chairman +61 411 425 784
Date of 2023 AGM, closing date for director nominations and
update on EGM
In accordance with ASX Listing Rule 3.13.1, Northern Minerals Limited (ASX: NTU) (Company) announces that:
a) the Annual General Meeting (2023 AGM) of the Company is expected to be held on Thursday, 6 June 2024; and
b) the closing date for the receipt of nominations from persons wishing to be considered for election as a director of the Company, pursuant to rule 6.4 of the Constitution, is Wednesday, 17 April 2024. Any nominations must be received at the Company’s registered office no later than 5.00pm (Perth time) on Wednesday, 17 April 2024.
The Company refers to its announcement dated 21 March 2024 in which it advised that:
• it had not received any indication that the Foreign Investment Review Board (FIRB) had concluded or otherwise ceased its investigations into the matters referred to in the Company’s announcement to the ASX on 30 October 2023 (30 October Announcement);
• the Company had applied for, and ASIC had granted, relief to the Company pursuant to section 250P of the Corporations Act 2001(Cth) (the Act) to further extend the period within which it must hold its 2023 AGM and the Company was required to hold its 2023 AGM by no later than 7 June 2024.
The Company also refers to its announcement dated 12 December 2023 in which it advised that the Supreme Court of New South Wales (Court) had made orders which in effect:
• extended the period by which the Company must call the the extraordinary general meeting requisitioned by Yuxiao Fund Pte Ltd (Yuxiao Fund) pursuant to notices under section 203D and section 249D of the Act (EGM) on the earlier date of when the 2023 AGM is called or (subject to the further order of the Court) 30 April 2024; and
• required the EGM be held on the day on which the 2023 AGM is held.
The Company announces that, on 9 April 2024, the Court made orders which extended the period of time by which the Company must call the EGM such that it must call the EGM on the earlier of the day on which the 2023 AGM is called or (subject to further order of the Court) 1 July 2024.
The Company will keep shareholders updated in accordance with its continuous disclosure obligations, including if there is any further extension of the period within which the Company must hold its 2023 AGM.
Authorised by Nicholas Curtis AM – Executive Chairman
For further information:
Northern Minerals
Nicholas Curtis AM – Executive Chairman +61 411 425 784
Trading Spotlight
Antwort auf Beitrag Nr.: 75.475.395 von commie am 18.03.24 19:32:25Wie gehts hier nun eigentlich mit den Chings weiter die sich großspurig eingekauft haben und den NTU Boss loswerden wollten… still ruht der See?!
Konsolidierter Halbjahresbericht (bis 31. 12. 2023)
CONSOLIDATED INTERIM FINANCIAL REPORT FOR THE HALF YEAR ENDED 31 DECEMBER 2023https://hotcopper.com.au/threads/ann-half-year-accounts.7903…
Umsatz / EInnahmen fast verdoppelt $2,502,179 (vgl. 2022: $1,312,261), Verluste auch verdoppelt ($14,225,565 zu $7,695,024 Dez 22).
ASX ANNOUNCEMENT
12 February 2024
Further extension of time to hold the 2023 AGM and EGM
Northern Minerals Limited (ASX: NTU) (Company) refers to its announcement dated 30 January 2024 in which it advised that:
• its Annual General Meeting (2023 AGM) was expected to be held on 26 March 2024;
• it had not received any indication that the Foreign Investment Review Board (FIRB) has concluded or otherwise ceased its investigations into the matters referred to in the Company’s announcement to the ASX on 30 October 2023 (30 October Announcement); and
• it would keep shareholders updated in accordance with its continuous disclosure obligations, including if there is any further extension of the period within which the Company must hold its 2023 AGM.
The Company notes that, as the date of this announcement, the Company still has not received any indication that FIRB has concluded or otherwise ceased its investigations into the matters referred to in the 30 October Announcement. Given these circumstances, the Company applied for, and ASIC has now granted, relief to the Company pursuant to section 250P of the Corporations Act 2001 (Cth) to further extend the period within which it must hold its 2023 AGM (Further Extension). As a result, the Company is now required to hold the 2023 AGM by no later than 6 May 2024.
The Company also refers to its announcement dated 12 December 2023 in which it was advised that the Supreme Court of New South Wales (Court) had made orders (Orders) extending the period of time by which the Company must call and hold the extraordinary general meeting (EGM) requisitioned by Yuxiao Fund Pte Ltd (Yuxiao Fund). Having regard to those Orders and the Further Extension, the Company is now required to hold the EGM by no later than 6 May 2024.
The Company stresses that no views have yet been formed on whether any of the matters referred to in the 30 October Announcement do, in fact, give rise to any breaches of the prohibition order made by the Treasurer of the Commonwealth of Australia against Yuxiao Fund on 15 February 2023 or of any Australian law.
The Company notes that, in response to its ASX announcement dated 30 January 2024, it received shareholder nominations for 4 candidates to be elected to the Board of the Company at the 2023 AGM. One of those candidates was Mr Wu Tao, whose nomination was proposed by a nominated representative of Yuxiao Fund.
The Company will keep shareholders updated in accordance with its continuous disclosure obligations, including when a new date has been chosen for the holding of the 2023 AGM and the EGM.
The Company notes that, if any shareholder has any questions about the Further Extension, they can send an email to info@northernminerals.com.au.
The release of this announcement was authorised by the Board of Directors of Northern Minerals Limited
For further information:
Northern Minerals
Nicholas Curtis AM – Executive Chairman +61 411 425 784
For media and broker enquiries:
Jane Morgan Management
Jane Morgan – Investor Relations Manager +61 405 555 618
2
https://wcsecure.weblink.com.au/pdf/NTU/02771341.pdf
12 February 2024
Further extension of time to hold the 2023 AGM and EGM
Northern Minerals Limited (ASX: NTU) (Company) refers to its announcement dated 30 January 2024 in which it advised that:
• its Annual General Meeting (2023 AGM) was expected to be held on 26 March 2024;
• it had not received any indication that the Foreign Investment Review Board (FIRB) has concluded or otherwise ceased its investigations into the matters referred to in the Company’s announcement to the ASX on 30 October 2023 (30 October Announcement); and
• it would keep shareholders updated in accordance with its continuous disclosure obligations, including if there is any further extension of the period within which the Company must hold its 2023 AGM.
The Company notes that, as the date of this announcement, the Company still has not received any indication that FIRB has concluded or otherwise ceased its investigations into the matters referred to in the 30 October Announcement. Given these circumstances, the Company applied for, and ASIC has now granted, relief to the Company pursuant to section 250P of the Corporations Act 2001 (Cth) to further extend the period within which it must hold its 2023 AGM (Further Extension). As a result, the Company is now required to hold the 2023 AGM by no later than 6 May 2024.
The Company also refers to its announcement dated 12 December 2023 in which it was advised that the Supreme Court of New South Wales (Court) had made orders (Orders) extending the period of time by which the Company must call and hold the extraordinary general meeting (EGM) requisitioned by Yuxiao Fund Pte Ltd (Yuxiao Fund). Having regard to those Orders and the Further Extension, the Company is now required to hold the EGM by no later than 6 May 2024.
The Company stresses that no views have yet been formed on whether any of the matters referred to in the 30 October Announcement do, in fact, give rise to any breaches of the prohibition order made by the Treasurer of the Commonwealth of Australia against Yuxiao Fund on 15 February 2023 or of any Australian law.
The Company notes that, in response to its ASX announcement dated 30 January 2024, it received shareholder nominations for 4 candidates to be elected to the Board of the Company at the 2023 AGM. One of those candidates was Mr Wu Tao, whose nomination was proposed by a nominated representative of Yuxiao Fund.
The Company will keep shareholders updated in accordance with its continuous disclosure obligations, including when a new date has been chosen for the holding of the 2023 AGM and the EGM.
The Company notes that, if any shareholder has any questions about the Further Extension, they can send an email to info@northernminerals.com.au.
The release of this announcement was authorised by the Board of Directors of Northern Minerals Limited
For further information:
Northern Minerals
Nicholas Curtis AM – Executive Chairman +61 411 425 784
For media and broker enquiries:
Jane Morgan Management
Jane Morgan – Investor Relations Manager +61 405 555 618
2
https://wcsecure.weblink.com.au/pdf/NTU/02771341.pdf
Covid, Ukraine usw. war/ist ja viel später. Der entscheidende Knackpunkt liegt hier:
(https://stocknessmonster.com/announcements/ntu.asx-6A860587)
zum Vergleich aus der DFS von 2015: "A reduced rare earth basket price has been used in the DFS, with average realised LOM dysprosium price lower by 5.5% to US $684/kg."
(https://stocknessmonster.com/announcements/ntu.asx-6A860587)
zum Vergleich aus der DFS von 2015: "A reduced rare earth basket price has been used in the DFS, with average realised LOM dysprosium price lower by 5.5% to US $684/kg."
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