Ausbruchstrade! COMMERCE RESOURCES CORP. (Seite 621)

[gibgas6]

Antwort auf Beitrag Nr.: 53.398.290 von thairat am 03.10.16 16:15:05

China, Anglo American und thairat

Ach thairat, Du hast schon eine besondere „Gabe“ die Aussagen von anderen Forenmitgliedern zu verdrehen….

Ich habe nie behauptet, dass niemand Phosphat und Niob braucht. Ich habe lediglich darauf hingewiesen – ziemlich sachlich wie ich meine – dass keinerlei Gefahr besteht diese Rohstoffe würden in absehbarer Zeit zur Neige gehen.

Aus verschiedenen Gründen trennt sich Anglo American von einem Gutteil seiner Geschäftsfelder. Weltweit hat(te) Anglo so an die 160-170.000 Angestellte, davon werden in recht überschaubarer Zeit etwa 85.000 Personen „freigesetzt“. Eben eine komplette Umstrukturierung. Manche Assets sind dann relativ günstig zu erwerben, dies umso mehr in Zeiten wo die Rohstoffpreise am Boden liegen.

Die Chinesen sitzen auf einem Berg von Dollars und setzen einen Teil davon ein sich weltweit in Rohstoffprojekte einzukaufen. Anders als „westliche“ Firmen setzen die Chinesen auf sehr langfristige Strategien: 20 Jahre chinesische Dumping-Preise bei REE und dem Rest der Welt ging die Luft aus. Eine recht simple Strategie, ist aber aufgegangen. Wenn die Chinesen wollten, könnten sie den REE-Hahn jederzeit einfach wieder aufdrehen. Die Auswirkungen sind unschwer vorauszusagen.

Ein Niob-Phosphat Projekt in Brasilien passt da gut in eine langfristige Strategie. V.a. beim Niob hat die chinesische Stahlindustrie einen großen, echten Nachholbedarf. Das Phosphat werden sie sicherlich nicht von Brasilien nach China schaffen, die Transportkosten wären viel zu hoch. Das geht sicherlich in die südamerikanische Landwirtschaft.

[thairat]

Niob, Phosphat, braucht kein Mensch, hau weg den Mist:
Chinese CMOC Announces Acquisition of Anglo American’s Niobium and Phosphates Businesses for US$1.5 billion
Hoppla, China gibgas und kauft den Schrott!

"The niobium business is an important strategic addition to CMOC’s existing molybdenum and tungsten business as it is a critical value-added input for specialised alloys and steel production. The phosphates business provides strategically important diversification benefits to the Company’s metals portfolio. The phosphates sector has attractive long-term fundamentals and positive outlook due to robust demand and supply dynamics in Brazil,” the Asian firm said in a statement.

“This transaction marks a strategic milestone for CMOC, giving us a foothold in three international mining jurisdictions, Brazil, Australia and China. It demonstrates our disciplined approach to international growth of acquiring high quality assets while achieving earnings, commodity, and geographic diversification,” CMOC Chairman and Executive Director Mr. Li Chaochun commented.

http://www.mining.com/chinese-firm-buys-anglo-american-niobi…
http://www.businesswire.com/news/home/20160930005744/en/CMOC…

[Lummer-007]

Antwort auf Beitrag Nr.: 53.394.858 von thairat am 02.10.16 20:53:07

Shorties down?

Dann fehlen ja nur noch die Käufer.

[thairat]

Noch sone Nummer, shorties in Can down to 500 per 15.

15/Sep/2016 500 -700 -
31/Aug/2016 1,200 -28,900 -
15/Aug/2016 30,100

http://infoventure.tsx.com/TSXVenture/TSXVentureHttpControll…

Von der Seite kein Kummer,-)

[Lummer-007]

Antwort auf Beitrag Nr.: 53.390.754 von thairat am 01.10.16 18:26:04

Na thairat,

schönes Wochenende gehabt?

[thairat]

Commerce Resources advances Ashram and samples high-grade Niobium at Eldor

on 26 September, 2016 in Blog, Zimtu Capit



...As the Miranna zone is extremely close to Ashram and its planned open pit, there could be a lot of synergy advantages that could make the development of Miranna worthwile, as the infrastructure expenses will already have been incurred by Commerce when it plans to develop Ashram. Of course, a lot more work needs to be done, and it will be very important to see if a drill program can confirm the existence of a wide-spread Niobium-Tantalum-Phosphate zone...

https://www.caesarsreport.com/blog/commerce-resources-advanc…

[thairat]

Da schau her:

Quebec erwartet Ashrams Prefeasibility Study in 2016:

In Nunavik, 130 kilometres south of Kuujjuaq, the aim of the Ashram (Eldor) project of Commerce Resources Corp. is to extract rare earths from a carbonatite. The project involves the mining and on-site concentration of the rare earth ore followed by off-site processing at a hydrometallurgical plant in southern Qubec to produce a mixed rare earth carbonate concentrate. Work in support of a prefeasibility study is already underway, and the study is expected in 2016.

Gouvernement du Qubec
Ministre de l’nergie et des Ressources naturelles
September 2016
https://mern.gouv.qc.ca/english/publications/mines/mining-se…

[thairat]

Antwort auf Beitrag Nr.: 53.387.184 von thairat am 30.09.16 20:49:00

Zur Verteilung der milden Gaben gibts dann wohl eine

The grants were announced at a news conference held by the Hon. Pierre Arcand, Minister of Natural Resources and Minister Responsible for Plan Nord.

http://www.financialpost.com/news/mining/releases/detail.htm…

[thairat]

Antwort auf Beitrag Nr.: 53.386.974 von thairat am 30.09.16 20:20:02

Zitat von thairat: Meet and greet at mines and money

Commerce Resources has been part of the "Quebec Delegation” at the Mines and Money and this gave Chris some good chances to communicate a little longer with the new Minister of Mines, Pierre Arcand, who is also the Minister for Plan Nord. Monsieur Arcand said to Chris and several times in his public speeches, that REE’s and lithium are two main focuses of the government now...

Man sehe und staune was Quebecs Minister Arcand geben kann:

The Québec Government Awards Stria Lithium $114,400 in Grants for Prefeasibility Study

Minister Arcand said the prefeasibility study was a first step that might lead to a total investment of $20 million in Baie Comeau and lead to the creation of some 30 direct jobs.

He said the Stria technology and manufacturing project dovetailed with Plan Nord’s development objectives in terms of business diversification in the Northern Québec region.

“The pre-feasibility study that will lead Stria Lithium into this region meets one of the (government’s) objectives for Plan Nord 2035,” said Minister Arcand. “And that is to support promising projects with a view to the diversification through enhanced mineral processing, in particular, minerals such as diamond, apatite, ilmenite, lithium, graphite and rare earths. ”

http://investingnews.com/daily/resource-investing/energy-inv…

[thairat]

Meet and greet at mines and money

Commerce Resources has been part of the "Quebec Delegation” at the Mines and Money and this gave Chris some good chances to communicate a little longer with the new Minister of Mines, Pierre Arcand, who is also the Minister for Plan Nord. Monsieur Arcand said to Chris and several times in his public speeches, that REE’s and lithium are two main focuses of the government now.

Additionally, Chris had several good conversations with the Chairman of the Societe du Plan Nord, Robert Sauve, on connecting Eldor with the rest of the world.

Chris was although seen talking to Constantine Karyanopolous the President of Neo Performance Materials, which is to say, the man who used to be the Chairman of Molycorp, and the former president of Neo Materials before it was bought by Molycorp.

Neo Performance Materials own Silmet, in Estonia, which of course not only processes REE’s but also tantalum/niobium feed from Brazil – and additionally they are proud of not buying African spot market tantalum. We should suggest Chris to send Silmet a sample from the Blue River project,-)

Read more at http://www.stockhouse.com/companies/bullboard#vw5RM1hv3oPECo…