Bearing Lithium (Seite 11)

[Barnin-Man]

Keine Atempause, Geschichte wird gemacht

http://www.mch.cl/editorial/cediendo-terreno-en-la-carrera-d…

und übersetzt mit Google.


Chile ist einer der Hauptakteure auf dem Weltlithiummarkt und verfügt über ein enormes Potenzial, um weiter zu wachsen. Das Land verfügt über die größten Weltreserven mit einer erstklassigen Solelagerstätte wie dem Salar de Atacama, die durch Extraktionskosten einen Wettbewerbsvorteil im Fall von äquivalentem Lithiumcarbonat (CLE) bietet.

Nach Angaben des Bergbauministeriums dürfte sich die chilenische Produktion des Minerals bis 2023 von derzeit 96.000 Tonnen CLE auf 230.000 Tonnen mehr als verdoppeln.

Diese Entwicklung ist auf den für die Mitte des nächsten Jahrzehnts geplanten starken Anstieg der weltweiten Nachfrage nach diesem Element infolge der Massivierung von Elektrofahrzeugen (VE) zurückzuführen.

Bis April dieses Jahres gab es bereits 5,6 Millionen VE auf der Welt - hauptsächlich in China -, während Analystenschätzungen zufolge die Batteriepreise bis 2025 sinken, mit denen diese Einheiten gleichgesetzt würden zu fossilen Verbrennungsanlagen im gleichen Segment.
[Auf dem kürzlich von Editec organisierten Forum of Lithium 2019 haben sich die Experten des Sektors darauf geeinigt, die Verantwortung für diese "Verzögerung der Reaktion" auf die gesetzlichen Beschränkungen zu übernehmen, die für die Gewinnung des Minerals bestehen.]



Angesichts dieses Szenarios treiben die beiden zugelassenen Hersteller des Landes, Albemarle und SQM, starke Investitionen voran, um ihr Angebot zu erhöhen. Das multinationale Chemieunternehmen arbeitet an der Fertigstellung der dritten Phase seines Werks in La Negra. Das nationale Unternehmen investiert 380 Millionen US-Dollar, um seinen Anteil an CLE (voraussichtlich 120.000 Tonnen pro Jahr) und zwei Produktionslinien zu erhöhen Lithiumhydroxid

Das Potenzial Chiles ist jedoch noch größer, da das Mineral auch in anderen Salzwelten vorhanden ist, wie dies bei Maricunga der Fall ist.

Trotz dieses attraktiven Szenarios warnen Behörden und Analysten besorgt, dass das Land zurückbleibt, um dieses Investitionsfenster zu nutzen und bereit zu sein, sein Angebot zu unterbreiten, wenn der geplante Boom im nächsten Jahrzehnt ausgelöst wird. Sie weisen darauf hin, dass das Ziel zumindest darin bestehen sollte, den derzeitigen Prozentsatz, der 29% entspricht, beizubehalten, wenn die Lithiumproduktion nach Herkunftsland erfolgt (China ist der größte Hersteller von Mineralchemikalien). Die weltweite Nachfrage wird voraussichtlich eine Million Tonnen erreichen.

Es muss klar sein, dass Lithium in der Welt nicht knapp ist und andere Länder stark und dynamischer wetten als Chile. Auf diese Weise hat Australien uns bereits als Hauptproduzenten verdrängt, und Argentinien kommt mit etwa 20 Projekten voran, wenn auch in unterschiedlichen Entwicklungsstadien.

Auf dem kürzlich von Editec organisierten Forum of Lithium 2019 haben sich die Branchenexperten darauf geeinigt, die Verantwortung für diese „Verzögerung der Reaktion“ auf die gesetzlichen Beschränkungen für die Gewinnung des Minerals und auf die Bedingungen der beiden einzigen zugelassenen Hersteller zu übernehmen. Dieses, abgeleitet von seinem „strategischen Mineral“ -Charakter, entstand in den Jahren des „Kalten Krieges“ aufgrund seiner Verbindung zur Kernenergie.

Obwohl dieser Charakter derzeit nicht gerechtfertigt ist, wurde die Diskussion zur Beseitigung dieses Hindernisses von politischen Visionen gefangen, die mit der Förderung der staatlichen Kontrolle der natürlichen Ressourcen und ihrer Ausbeutung durch öffentliche Unternehmen (Förderung einer aktiveren Rolle von Codelco, das besitzt Sachen in Salinen).

Auch die Fortschritte der Gesetzesinitiative, die vorsieht, „die Nutzung und Vermarktung von Lithium von nationalem Interesse“ zu erklären, was sogar mögliche Enteignungen zur Folge hat, geben Anlass zur Sorge.

Pablo Terrazas, kürzlich zum Executive Vice President von Corfo ernannt, erklärte auf dem Lithium-Forum, dass die Regierung beabsichtige, bis zu diesem Datum ihre nationale Lithium-Strategie bekannt zu machen, die auf eine öffentlich-private gemeinsame Anstrengung setzen würde.

Es wird gehofft, dass diese Situation so bald wie möglich mit einer langfristigen Perspektive und einem Nutzen für das Land gelöst wird, damit die notwendigen Maßnahmen ergriffen werden, um eine Steigerung der nationalen Produktion zu ermöglichen. Andernfalls werden andere Länder diese Gelegenheit für Wachstum und Entwicklung nutzen.

[schniddelwutz]

Antwort auf Beitrag Nr.: 61.300.882 von married am 20.08.19 16:20:38

Jetzt kommt neuer Schwung in die Bude ( vor allem wenn man seine Historie liest ):
hoffentlich, wird schon zeit

[married]

Antwort auf Beitrag Nr.: 61.197.944 von married am 07.08.19 15:52:34

Jetzt kommt neuer Schwung in die Bude ( vor allem wenn man seine Historie liest ):


Bearing Lithium appoints Playford as chairman of board

2019-08-20 09:13 ET - News Release

Mr. Jeremy Poirier reports

BEARING ANNOUNCES THE APPOINTMENT OF LIONORE MINING FOUNDER AS CHAIRMAN OF THE BOARD

Bearing Lithium Corp. has appointed Gil Playford to the board of directors as chairman of the board. Mr. Playford is a major shareholder owning over 10% of Bearing's issued and outstanding shares.

Mr. Playford is a seasoned senior mining executive, having spearheaded the sale of LionOre Mining to Norislk Nickel (NILSY-US) in 2007 for C$6.8 billion in cash. Mr. Playford started his professional career with Union Carbide Corp. for 25 years and various senior executive positions including Managing Director in Switzerland, Belgium and Germany. Mr. Playford also was the Chairman and CEO of Union Carbide Canada and Chief Financial Officer of Union Carbide in New York. Mr. Playford became Chairman and CEO of UCAR Carbon, a joint venture with Mitsubishi and took the partnership public as GrafTech International. Mr. Playford then went on to found a nickel and gold mining company with assets in Africa and Australia, LionOre Mining International Ltd., and served as the CEO and subsequently as Chairman. Mr. Playford was instrumental in the sale of LionOre to Norilsk Nickel, a Russian mining conglomerate, in an all-cash offer of C$6.8 billion, having trumped a rival C$6.2 billion offer from Xstrata PLC. Mr. Playford holds an Engineering Degree from McGill University in Montreal and a Masters in Business Administration from York University in Toronto.

Jeremy Poirier, Bearing's president and Chief Executive Officer, commented: "We are excited to welcome Mr. Gil Playford to the Board of Directors and as Chairman of the Board. Gil will also be representing Bearing's interest on the Board of the joint-venture operating company, Minera Salar Blanco (MSB). Gil's extensive background with multi-national companies will be invaluable as we advance the Maricunga project and Bearing through towards production. Gil's significant experience in negotiating with the world's largest mining houses will be crucial as we navigate through the upcoming project financing discussions and other potential transactions."

About Bearing Lithium Corp.

Bearing Lithium Corp. is a lithium-focused mineral exploration and development company. Its primary asset is an 18% interest in the Maricunga Lithium Brine Project in Chile. The Maricunga Project represents one of the highest-grade lithium brine salars globally and the only pre-production project in Chile. Over US$30 million has been invested in the Maricunga Project to date and all expenditures through to the delivery of a Definitive Feasibility Study have been fully-funded by the earn-in joint-venture partner.

We seek Safe Harbor.

© 2019 Canjex Publishing Ltd. All rights reserved.

https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aBRZ-2799…

[married]

( Per eMail erhalten )

Betrifft BRZ und LPI im Vergleich.

0.57 CAD wird als derzeit fairer Wert für BRZ ( heute 0.33 ) angesetzt im heutigen Vergleich mit LPI.
Bei einem angenommenen Kurs von demnächst 1.00 für LPI sollte somit BRZ bei 1.40 stehen

Shareholder Update
7 August 2019


Dear Fellow Shareholder,
I wanted to take this opportunity to thank you for your continued support and review the advancements we have made on the project, in addition to highlighting the value opportunity I believe exists in Bearing’s share price.
In January we announced the results of our Definitive Feasibility Study (DFS), which was the culmination of many years of exploration and development, spearheaded by WorleyParsons. The DFS supported a 20,000 tonne per year (tpy) production profile of lithium carbonate equivalent (LCE) over a 20-year life at low operating costs of US$3,772 per tonne. This places the Maricunga project as one of the highest-grade and lower cost lithium brine producers globally[1].
On August 1st we announced the signing of a non-binding Memorandum of Understanding (MOU) with the largest copper producer in the world, Chilean state-owned CODELCO. The MOU outlined the terms for the establishment of a new joint-venture company (JV Co) allowing for the development of the Maricunga Salar into a significant lithium brine producer. This joint-venture would fast-track the development of the Maricunga project, with CODELCO’s key CEOL contract and CChen permit covering the entire salar complementing our DFS-stage Maricunga project and environmental permit (expected before year-end 2019). The importance of this potential agreement is that the new joint-venture company would have all the major permits required to develop a lithium brine project spanning the entire salar, which also makes it the likely consolidator of the basin.
On the project financing front, we continue to advance discussions with a significant number of strategic partners and potential financiers. Our goal is to have the financing structure finalized and the environmental permits by year-end which would allow for construction to commence during the first half of 2020.
Noting all these advancements, we believe Bearing represents tremendous value opportunity for shareholders to participate in the next long-life, low-cost lithium brine mine to be developed. Our current share price represents a significant discount to our Australian joint-venture partner, Lithium Power International (ASX:LPI). As both companies have their primary exposure to the same underlying company, it presents the basis for the same arbitrage calculation. If we look at LPI’s current share price of A$0.41 per share, and factoring in cash and dilutive securities, we derive an implied valuation for 100% of the project of A$197 million or C$220 million. The read-through valuation from LPI’s share price for the project implies a comparable valuation of around C$0.57 per share for Bearing. This analysis highlights the value proposition for Bearing for investors to gain exposure to this world-class development-stage lithium brine project.
In summary, we look to having a very busy and exciting year, with anticipated announcements from the finalization of the new joint-venture company with CODELCO, the awarding of the environmental permits or EIA, and project funding with strategic and off-take partners by year-end 2019. We feel that this significant pipeline of newsflow coupled with a significant discount to our Australian JV partner Lithium Power International, provides a tremendous investment opportunity for new and existing shareholders alike.

Sincerely,
Jeremy Poirier,
President and CEO
Bearing Lithium Corp.

________________________________________
[1] Definitive Feasibility Study of MSB Blanco Lithium Carbonate Project dated January 17, 2019


FOR FURTHER INFORMATION PLEASE CONTACT:
Jeremy Poirier-- President and CEO Bearing Lithium - Telephone: [phone]
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Cautionary Statements Regarding Forward Looking Information
This press release includes certain "forward-looking information” and "forward-looking statements” (collectively "forward-looking statements”) within the meaning of applicable Canadian and United States securities legislation including the United States Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, included herein, without limitation, statements relating the future operating or financial performance of the Company, are forward-looking statements.
The words "expect", "target", "estimate", "may", "will" and other similar expressions identify forward-looking statements. These forward-looking statements relate to, among other things, the Company’s ability to reach a definitive agreement with CODELCO, and the future prospects of the Maricunga Project. Forward-looking statements involve known and unknown risks, uncertainties and other factors which are beyond Bearing’s ability to predict or control and may cause Bearing’s actual results, performance or achievements to be materially different from any of its future results, performance or achievements expressed or implied by the forward-looking statements. These risks, uncertainties and other factors include, but are not limited to, strategic, legal, planning and other risks, the impact of changes in, or to the enforcement of, laws, regulations and government practices, potential defects in title to the Maricunga Project that are not known as of the date hereof, the occurrence of unexpected financial obligations, fluctuations in the price of lithium and other commodities, fluctuations in the currency markets, changes in national and local government, legislation, taxation, controls, regulations and political or economic developments, risks and hazards associated with the business of mineral exploration, development and mining (including environmental hazards, industrial accidents, unusual or unexpected formations, pressures, cave-ins and flooding), risks related to operational matters and geotechnical issues, the success of future exploration and development activities, the occurrence of any labour unrest, the ability to accurately predict decommissioning and reclamation costs, the risk of budget and timing overruns, potential opposition to the Maricunga Project by local communities and the ability to secure construction financing. Such forward-looking statements are also based on a number of assumptions which may prove to be incorrect including changes in Maricunga Project parameters as plans continue to be evaluated as well as those factors disclosed in the Company's documents filed from time to time with the securities regulators in the Provinces of British Columbia and Alberta. Accordingly, readers should not place undue reliance on forward-looking statements. Bearing undertakes no obligation to update publicly or otherwise revise any forward-looking statements contained herein whether as a result of new information or future events or otherwise, except as may be required by law.
Lithium Power International | 0,253 €

[married]

Nach + 70 % in zwei Handelstagen habe ich heute mit Gewinnmitnahmen gerechnet.

Es scheint aber weiter zu laufen.

Falls das genannte ( erste ? ) Kursziel von 2.00 Can.Dollar aber tatsächlich eintreffen sollte, wären die jetzgen 0.36 natürlich immer noch ein Schnäppchen.

Einfaches Einfügen von wallstreetONLINE Charts: So funktionierts.

[married]

Einfaches Einfügen von wallstreetONLINE Charts: So funktionierts.

.

[married]

Gestern + 33,3 %
heute ( bis soeben ) weitere + 30 %

Da könnte man doch nach und nach etwas davon umschichten
in unseren Projektpartner aus Australien der bislang nur + 14 % gemacht hat ?





.

[married]

Nachtrag ( der news ):

Codelco, Salar Blanco to develop lithium project in Chile’s north

Chile’s Codelco, the world’s top copper miner, has signed a non-binding agreement with foreign-backed miner Salar Blanco to develop a joint lithium project at the little-known Salar de Maricunga salt flat, in the country’s north.

The move, said the state-owned miner, is part of the country’s plan to launch a third local lithium operation amid favorable market conditions for the mineral, a key ingredient for batteries that power electric vehicles (EVs).

Salar Blanco, 50% owned by Australia’s Lithium Power International (ASX: LPI) with smaller stakes held by Canada’s Bearing Lithium (TSX-V: BRZ) and Chilean magnate Martín Borda, sued Codelco last year, alleging the copper giant was constitutionally barred from mining lithium.

Construction on the joint project is expected to begin in 2020 or early 2021, after all permits are obtained and financial structure is finalized

The company withdrew the suit after the Chilean government granted it a permit to extract lithium from Maricunga, where it owns 18% of the mining rights at a 145 square kilometre site (90 square miles). The small size of the area, however, pushed it to seek out its neighbours, including Codelco, as partners.

Construction on the joint project is expected to begin in 2020 or early 2021, after all permits are obtained and the financial structure is finalized, Codelco said.

“The companies will negotiate the definitive terms of the association that allow them to carry out this initiative, combining the experience that both have in the area in order to maximize the value for Codelco and MSB,” the miner said.

The announcement comes a week after China’s Fulin Transportation Group ditched plans to build a lithium battery plant in the country’s north, shattering Chile’s hopes of jumpstarting its own domestic lithium battery industry instead of just exporting the raw material.

The South American nation contains more than half of the world’s most “economically extractable” lithium reserves, according to the US Geographical Survey (USGS). It is also the world’s lowest-cost producer, thanks to an efficient process and the country’s climate.

The Maricunga salt flat is far smaller than the vast Salar de Atacama (less than 5% Atacama’s size), where top lithium producers US-based Albemarle and Chile’s SQM dominate.

http://www.mining.com/codelco-salar-blanco-to-develop-lithiu…

[married]

Nach den gestrigen news wird nun folgende - untenstehende - ( Milliarden-) Rechnung aufgemacht ( die von den Analysten der Investmenthäuser nächste Woche erst noch errechnet werden muß )

Falls die Analysten zum gleichen Schluß kommen und aus dem MOU eine feste Vereinbarung mit der staatlichen CODELCO wird
kann BRZ mit ihren 18% am Projekt locker Richtung 2.00 CAD ( heute 0.24 ) beim Aktienkurs laufen.

( Zur Erinnerung, die derzeitige Mkpt. von BRZ liegt bei 15 Mio. ).

Meinungen ?



Maricunga entire project (ie all 4 partners) now becomes a USD$ 2,813,337,500 project

Lithium Carbonate Equivalent = 6,230,700 Tonnes
Price Li2CO3 = $12,400 /Tonne
20-year life span of mine LOM = 20 Years
Life of mine Gross value = $77,260,680,000

Tonnes production 100% capability per year = 312,000 Tonnes
Tonnes production 99.4% w/Conversion per Yr = 310,128 Tonnes click here
Tricky Dicky Fudge Packer factor (SUBTRACT) = 80.7% click here
Tonnes LCE production capability per year = 60,000 Tonnes
KCL production, Nil first 3 years 0 Tonnes
Mine gross revenue per year = $744,000,000 *

Operating Expenses per Tonne itemized
Chemicals & reagents $1,040 /MT
Salt Removal $486 /MT
Energy $1,028 /MT
Manpower $458 /MT
Employee services $105 /MT
Maintenance $295 /MT
Transport & sales $237 /MT
G&A $123 /MT
Operating Expense per tonne Li2CO3 $3,772 = ($226,320,000) *
Operating Expense KCl/mt for 222,000 mtpa $145 = ($32,190,000) *

Capital Costs
1000 Brine Extraction Wells $39,400,000
2000 Evaporation Ponds $115,300,000
2500 Massive Soil Movement $0 ____was $6.25M
3000 KCL Plant $0 ____was $23.4M Note: NO Potash sales first 3 years (222,000mtpa after 3 years)
5000 Salt Removal $66,400,000
6000 Lithium Carbonate Plant $71,600,000
8000 Genral Services $103,300,000 Includes 600 staff/workers
9000 Infrastructure $60,000,000
Total Direct Costs $456,000,000
Total Indirect Costs 9.82% $44,779,200
Contingency 12.50% $62,597,400
Total Capital Cost $563,375,600
Depreciate Capex of $563M over 20 years = ($28,169,000) *___ To be fully paid by Codelco JV partner
Revenue after expenses ST = $457,321,000 *
National Royalty (ref 1932 Chilean law) 3% = ($13,811,000)
Local royalties / community payment / Tax 7.5% = ($34,299,000) (page 9 of PEA)
EBITA = $409,211,000

[married]

Antwort auf Beitrag Nr.: 60.385.234 von married am 18.04.19 15:33:24

In den letzten Tagen hat er also diese Insiderkäufe gemeldet:

Apr 18/19 Apr 16/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 59,500 $0.230
Apr 17/19 Apr 12/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 40,000 $0.230
Apr 17/19 Apr 10/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 9,500 $0.230
Apr 17/19 Apr 10/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 110,000 $0.229
Apr 17/19 Apr 9/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 6,000 $0.230
Apr 17/19 Apr 9/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 75,000 $0.229
Apr 17/19 Apr 3/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 153,500 $0.265
Apr 17/19 Apr 2/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 167,500 $0.265
Apr 17/19 Apr 1/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 17,500 $0.260
Apr 17/19 Apr 1/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 87,000 $0.265
Apr 17/19 Mar 29/19 Playford, Gil Control or Direction Common Shares 10 - Acquisition in the public market 600,000 $0.263