Greenland Minerals -112Mio lb U3O8 Inferred (Seite 243)
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Antwort auf Beitrag Nr.: 61.266.096 von Popeye82 am 15.08.19 15:09:37http://www.nst.com.my/world/2019/08/513141/chinas-minmetals-…
Jetzt auch auf Spiegel online.... https://m.spiegel.de/wirtschaft/soziales/donald-trump-erwaeg…
Antwort auf Beitrag Nr.: 61.271.559 von Ramses21 am 16.08.19 07:02:43
Hmm, ich denke im "Wors-case" nimmt er sich einfach Grönland bzw. besetzt es mit den Truppen, da wird keiner was machen (können).
Zitat von Ramses21: Muss er aber einen i Preis zahlen. Soll er bei den Aktien von Greenland Minerals anfangen. Meine bekommt er für € 3,00.🤠
Hmm, ich denke im "Wors-case" nimmt er sich einfach Grönland bzw. besetzt es mit den Truppen, da wird keiner was machen (können).
Antwort auf Beitrag Nr.: 61.271.511 von Tirolesi am 16.08.19 06:41:06Muss er aber einen i Preis zahlen. Soll er bei den Aktien von Greenland Minerals anfangen. Meine bekommt er für € 3,00.🤠
Antwort auf Beitrag Nr.: 61.271.511 von Tirolesi am 16.08.19 06:41:06https://www.huffpost.com/entry/donald-trump-buying-greenland…
Trading Spotlight
Seite 15:
http://hallgartenco.com/pdf/RareEarths/REE_Outlook_June2019.…
Greenland Minerals (GGG.AX)
The focus here is the development of the Kvanefjeld rare earth project in south west Greenland (a Danish dependency). The resource contains one of the largest inventories of REEs and Uranium globally (11.1 million tonnes of rare earth oxide, 593 million pounds U3O8). Therein lies the rub. To further complicate matters access is terrible and the site is located on a rugged fjord. The capex at USD$832mn is one of the largest out there.
The company has the Chinese group Shenghe as the largest shareholder.
We never liked this story back in the day and see even less reason to like it now. Below is a chart comparing recent performance versus a “real” story, Neo Performance Materials. A joke..
Seite 10 + 11 :
Rare Element Resources (REEMF)
Arguably this has been the biggest mover in the space on the talk of Chinese export bans.
The fall from grace of Rare Element Resources has been one of the most brutal. This stock was rated in the top five of REE players at the turn of the decade (though not by us). It eventually had to surrender its Canadian listing and went into a netherworld of the bulletin boards. We had thought it had died entirely and its project gone to creditors. But, lo and behold, it lives!
The Bear Lodge project in Wyoming is located in the northwestern portion of the Black Hills uplift. The property is situated immediately near and east of the crest of the Bear Lodge Mountains, a relatively small northwesterly trending range. The project area is flanked to the west by the Powder River Basin, well-known for its extensive coal mines, and is surrounded by the Great Plains.
Between 2004 and 2013, a total of more than 50,000 metres of drilling was completed in over 200 core holes that range in depth from 88 to 1,886 feet. A NI43-101 compliant pre-Feasibility Study was published in October 2014. Initial CapEx was stated as USD$290. The study mooted average annual production of 7,510 tons (6,813 tonnes) of TREO concentrate from 423,000 tonnes of ore mined.
The proposed facilities included:
a small surface mine, a Physical Upgrade (PUG) Plant located adjacent to the mine for mineral pre-concentration, and a Hydrometallurgical (Hydromet) Plant for further concentration, impurity removal and recovery of the rare earth oxides from the mineral pre-concentrate, located in Upton, Wyoming.
The grade at 3.7% was also far healthier than most REE plays in the first go-around.
As can be noted below the company went soaring on speculation about a Chinese REE export ban and was thus the best performer of all the movers. Well it should, as it’s the best project in the US by a long way and the capex was not as frightening as that of most of the other soup-to-nuts pretenders. Bear Lodge can be built. It’s a shame it wasn’t built the first time around and instead a vast multiple of this project’s capex was sent up in smoke by Molycorp at Mountain Pass.
…. denkt einmal darüber nach... M-F
http://hallgartenco.com/pdf/RareEarths/REE_Outlook_June2019.…
Greenland Minerals (GGG.AX)
The focus here is the development of the Kvanefjeld rare earth project in south west Greenland (a Danish dependency). The resource contains one of the largest inventories of REEs and Uranium globally (11.1 million tonnes of rare earth oxide, 593 million pounds U3O8). Therein lies the rub. To further complicate matters access is terrible and the site is located on a rugged fjord. The capex at USD$832mn is one of the largest out there.
The company has the Chinese group Shenghe as the largest shareholder.
We never liked this story back in the day and see even less reason to like it now. Below is a chart comparing recent performance versus a “real” story, Neo Performance Materials. A joke..
Seite 10 + 11 :
Rare Element Resources (REEMF)
Arguably this has been the biggest mover in the space on the talk of Chinese export bans.
The fall from grace of Rare Element Resources has been one of the most brutal. This stock was rated in the top five of REE players at the turn of the decade (though not by us). It eventually had to surrender its Canadian listing and went into a netherworld of the bulletin boards. We had thought it had died entirely and its project gone to creditors. But, lo and behold, it lives!
The Bear Lodge project in Wyoming is located in the northwestern portion of the Black Hills uplift. The property is situated immediately near and east of the crest of the Bear Lodge Mountains, a relatively small northwesterly trending range. The project area is flanked to the west by the Powder River Basin, well-known for its extensive coal mines, and is surrounded by the Great Plains.
Between 2004 and 2013, a total of more than 50,000 metres of drilling was completed in over 200 core holes that range in depth from 88 to 1,886 feet. A NI43-101 compliant pre-Feasibility Study was published in October 2014. Initial CapEx was stated as USD$290. The study mooted average annual production of 7,510 tons (6,813 tonnes) of TREO concentrate from 423,000 tonnes of ore mined.
The proposed facilities included:
a small surface mine, a Physical Upgrade (PUG) Plant located adjacent to the mine for mineral pre-concentration, and a Hydrometallurgical (Hydromet) Plant for further concentration, impurity removal and recovery of the rare earth oxides from the mineral pre-concentrate, located in Upton, Wyoming.
The grade at 3.7% was also far healthier than most REE plays in the first go-around.
As can be noted below the company went soaring on speculation about a Chinese REE export ban and was thus the best performer of all the movers. Well it should, as it’s the best project in the US by a long way and the capex was not as frightening as that of most of the other soup-to-nuts pretenders. Bear Lodge can be built. It’s a shame it wasn’t built the first time around and instead a vast multiple of this project’s capex was sent up in smoke by Molycorp at Mountain Pass.
…. denkt einmal darüber nach... M-F
Antwort auf Beitrag Nr.: 61.265.373 von Popeye82 am 15.08.19 14:14:57http://www.benchmarkminerals.com/membership/ev-market-in-201…
Antwort auf Beitrag Nr.: 61.247.685 von Popeye82 am 14.08.19 05:33:46http://www.mining-journal.com/from-the-capital/opinion/13695…
Hallgarten Company
Rare Earths Sunset for China’s REE Dominance:
http://hallgartenco.com/pdf/RareEarths/REE_Outlook_June2019.…
Rare Earths Sunset for China’s REE Dominance:
http://hallgartenco.com/pdf/RareEarths/REE_Outlook_June2019.…
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Greenland Minerals -112Mio lb U3O8 Inferred
