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Global Geoscience - Rhyolite Ridge (Rare Lithium - Boron Deposit in USA)


ISIN: AU0000028946 | WKN: A2N80Y
0,144
13.11.18
Frankfurt
+11,63 %
+0,015 EUR

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Guten Tag,

ich habe im Zuge eines anders Lithiuminvestments in der Vergangenheit bereits auf Global Geoscience und deren Lithium-Boron Project "Rhyolite Ridge" in Nevada verwiesen. Im Zuge der anhaltenden Marktkorrektur habe ich mich entschlossen eine entsprechende Diskussion hier auf WO zu erstellen.

Headoffice:
Suite 203, 161 Walker Street
North Sydney, NSW 2060
Telephone: +61 2 9922 5800

"Global Geoscience is focused on developing the 100%-owned Rhyolite Ridge Lithium-Boron Project in Nevada, USA:

Strategic location: stable, mining friendly jurisdiction and close to existing infrastructure
Large and scaleable: near-surface 460 Mt Resource contains 4.1 Mt of lithium carbonate and 11.3Mt of boric acid
Advanced project: Pre-Feasibility Study is well underway.
Rhyolite Ridge has excellent potential to rapidly become a strategic, long-life, low-cost source of lithium and boron.

Global Geoscience is based in North Sydney, Australia and listed on the Australian SecuritiesExchange (ASX:GSC)."



Website:
www.globalgeo.com.au

Diese ist wirklich sehr gut gemacht und enthält sehr viele Zusatzinformationen,
die ich hier im Thread nicht in der Form abbilden kann.

Präsentationen (Stand Juni + August - unterschiedliche Aufmachungen/Slides):

Diggers and Dealers 2018 Presentation
https://www.globalgeo.com.au/files/presentation/files/180806…

Lithium Supply & Markets Conference Presentation
https://www.globalgeo.com.au/files/presentation/files/180628…

Quarterly Reports:

June 2018 Quarterly Cashflow Report
https://www.globalgeo.com.au/files/quarterly-report/files/ap…

June 2018 Quarterly Activities Report
https://www.globalgeo.com.au/files/quarterly-report/files/gs…

Direktoren:

Mr James D. Calaway, Non-Executive Chairman

Mr. Calaway is a respected business and civic leader residing in Houston, Texas, with considerable experience and success in building junior companies into successful commercial enterprises. He has played major roles in the development of both public and private companies engaged in lithium operations, oil and gas exploration and production, enterprise software and solar farm development.

Until his retirement in July 2016, Mr. Calaway served for eight years as non-executive Chairman of the Board of Orocobre Ltd, ( ASX:ORE; TSX:ORL), helping lead the company from its earliest development to becoming a significant producer of lithium carbonate and a member of the ASX 300. With Orocobre being the only other lithium company with a significant exposure to boron, his Orocobre experience ideally suits him to help lead Global to become a leader in the lithium and borates businesses.

Mr. Calaway currently serves as Chairman of the Board of Distributed Power Partners Inc, a leader in the development of clustered distributed solar power in Chile. Mr Calaway previously chaired several public and private companies including many years as the chairman of Datacert Inc, a world leader in legal operations software that was sold for US$310 million to a NYSE company.

Throughout the previous thirty years, Mr. Calaway has also played leading roles in various civic organizations, including the past chairman of the Pl Center for Houston’s Future, the greater Houston regions “think tank”, and Chairman of the Houston Independent School Districts’ Foundation. Mr. Calaway holds a MA from the University of Oxford in Politics, Philosophy and Economics, and is a graduate of the University of Texas with a BA in Economics, Phi Beta Kappa.
Bernard Rowe, Managing Director

Bernard is a qualified geologist with over 25 years international mineral exploration and corporate management experience. His early career was with global diamond miner and explorer, Ashton Mining Limited, which included five years in Scandinavia and Russia followed by two years in Mali, West Africa.

Bernard has diverse exploration experience including base metal exploration in NSW, Sweden and Finland; gold and copper-gold exploration in eastern Australia, Nevada, Arizona, Peru and Mexico; and diamond exploration in Australia, Scandinavia, Russia, West Africa and Canada. Bernard holds a BAppSc (Hons) degree in geology from the University of Ballarat and is a member of the Australian Institute of Geoscientists, the Society of Economic Geologist and the Geological Society of Nevada.

He is a founding shareholder of Global Geoscience and led the Company through its listing on the Australian Securities Exchange in December 2007.

Alan Davies, Non-Executive Director

Alan Davies is a well-known natural resources and industrial executive with a 20-year career with Rio Tinto culminating in being CEO responsible for Energy and Industrial Minerals, that includes the industry leading borax division and the Jadar lithium/borates development in Serbia. Prior to that position, Alan was CEO of Rio Tinto’s Diamonds and Minerals Product Group that included the borax, diamonds, iron and titanium, uranium and salt divisions.

From 2012 until 2016, Alan served as a member of Rio Tinto’s Executive Committee. Alan has led and run mining operations and development projects across the globe, including USA, Canada, South America, India, Africa, China, Europe and Australia, and across commodities, including in iron ore and energy, and a full suite of industrial minerals including borax, trona, salt, titanium dioxide, ilmenite, metal powders, and zircon, and lithium/boron development in Serbia.

Alan was also a non-executive director of the aerospace, engineering and industrial business Rolls Royce Holdings plc. Alan is currently an investor in and CEO of Zambian copper development company Moxico Resources plc,as well as being a global strategy advisor to the Indian and Finish gold developer, and fintech company Lionsgold Limited.

Patrick J. D. Elliott, Non-Executive Director

Patrick Elliott is a company director specialising in the resources sector with over 30 years experience in investment and corporate management.

Patrick’s early career was at Consolidated Gold Fields Australia Limited and covered investment analysis and management, minerals marketing (copper concentrates, tin concentrates, rutile and zircon). In 1979 he went into investment banking and became Head of Corporate Finance for Morgan Grenfell Australia Limited in 1982.

He subsequently became Managing Director of Natcorp Investments Ltd in 1986 which owned a number of manufacturing businesses. After its takeover he became an active early stage venture capital investor with an emphasis on resources.

Patrick is Chairman of Argonaut Resources NL, Cap-XX Limited, Tamboran Resources Limited and Variscan NL and a director of a number of privately owned companies. Patrick holds an MBA in Mineral Economics (Macquarie University) and a B.Comm. (University of NSW).

John Hofmeister, Non-Executive Director

John Hofmeister brings to Global Geoscience many years of executive experience at General Electric, Northern Telecom, AlliedSignal/Honeywell International and Royal Dutch Shell, where he retired as Shell Oil President in 2008. Shell Oil Company is the US-based wholly owned subsidiary of Royal Dutch Shell.

Since 2008 he has served on the boards of Lufkin Industries, Hunting, plc., Applus Services, Inc., and Chairman of Erin Energy Corporation. John has Bachelor’s and Master’s Degrees from Kansas State University. John has also served as the Chairman of the National Urban League in the US and was formerly Chairman of the Greater Houston Partnership.

He currently teaches at Arizona State University, University of Houston and Kansas State University and is the Founder and CEO of Citizens for Affordable Energy, a not-for-profit NGO headquartered in Washington, D.C. An American living in Houston, Texas, he has also lived and worked in Hong Kong, London and The Hague.

Technical Team:

Matthew Weaver
Senior Vice President of Engineering and Operations


Matt manages all engineering and operational aspects of the Rhyolite Ridge Project. He has more than 30 years‘ experience working on both small and large-scale development projects at BHP, Rio Tinto and Newmont, as well as for several smaller mining companies.

Michael Le Page
Commercial Director – Sales & Marketing


Michael’s experience includes nearly 20 years with the Rio Tinto Group where he worked in various Chief Commercial Officer, Vice President and General Manager roles, principally in the Industrial Minerals area. Michael has an in depth knowledge and experience of global sales, marketing and supply chain in borates, salt, gypsum and talc plus project work in lithium and potash.

Yoshio Nagai
Sales & Business Development Director


Yoshio’s experience includes more than 10 years with the Rio Tinto Group, primarily in Asia and USA as Sales Vice President accountable for borates, salt and talc products. Yoshio is a highly experienced senior sales and marketing executive with a strong focus on customer relationships.

Peter Ehren
Lead Process Engineer


Chemical engineer with extensive experience in process development and optimization for lithium, boron and potassium including with SQM and Orocobre.

Silvio Bertolli
Consulting Chemical Engineer


Chemical engineer with over 40 years of experience in process design and technology development in the chemicals and metallurgical industries for lithium, uranium, base and rare metals.

Metallurgy Infographic:









Interview with Global Geoscience MD Bernard Rowe on CommSec Executive Series
2 August 2018 - Global Geoscience (ASX:GSC) MD Bernard Rowe provides an overview of the Company's Rhyolite Ridge Lithium-Boron Project in Nevada, USA.



Products From Rhyolite Ridge - MD Bernard Rowe
14 June 2018 - Global Geoscience (ASX:GSC) MD Bernard Rowe provides an overview of the lithium carbonate and boric acid products to be produced at the Company's Rhyolite Ridge Lithium-Boron Project



Global Geoscience Chairman outlines strategic importance and scale of Rhyolite Ridge
14 June 2018 - Global Geoscience (ASX:GSC) Chairman James D Calaway summarises why the Company's Rhyolite Ridge Lithium-Boron Project in Nevada, USA is very strategic and has the potential to be a major, long-life producer of lithium and boron products






Disclaimer:
Dies stellt keine Empfehlung meinerseits dar und ich halte selbst zum jetzigen Zeitpunk keine Anteile an GSC.

Gruß phobieeee
Einen Punkt möchte ich an dieser Stelle noch adressieren:

14-Jun-2018 Successful Completion of A$53 Million Placement
https://www.globalgeo.com.au/files/announcement/files/180614…

13-Jun-2018 A$53 Million Fully Underwritten Placement to Advance Rhyolite Ridge Lithium-Boron Project
https://www.globalgeo.com.au/files/announcement/files/180613…

Dieses letzte überzeichnete Placement wurde zu A$0.41 durchgeführt (keine Warrants) und somit deutlich über dem aktuellen Kurs von A$0.275. Gem. dem letzten verlinkten Video verfügt GCC aktuell über Barmittel von ca. A$80 Millionen (ab min 6:47) die ausreichend sein werden bis zur Produktionsentscheidung, sprich Abschluss der PFS sowie DFS. Es ist somit von keiner zusätzlichen Verwässerung auszugehen.



Gruß phobieeee
Final List of Critical Minerals 2018
https://www.federalregister.gov/documents/2018/05/18/2018-10…

Auch wenn Boron - anders als Lithium - in dieser Liste nicht als solches geführt wird (für die heimische US Wirtschaft nicht von großer Bedeutung), so stellt das Vorhandensein dennoch eine Besonderheit für das Projekt dar. Defakto handelt es sich in diesem Fall nicht um ein Beiprodukt im klassischen Sinne, sondern vielmehr nimmt Boron die Rolle eines Koproduktes ein = "a two product project".

"Boron may not be well-known, but it can still be found in pretty much everything."

Ich möchte hier auf die auf der Website zur Vefügung gestellten Informationen verweisen.
https://www.globalgeo.com.au/products/boron

"Supply of Boron / Demand of Boron

Boron is widely distributed but rarely found in economic concentrations.

Deposits of borates are associated with volcanic activity and arid climates, with the largest economically viable deposits located in the Mojave Desert of the United States, the Alpide belt in southern Asia, and the Andean belt of South America.

The supply of boron is dominated by two companies:

- Rio Tinto plc from the Boron Mine in California (the only major mine in production in the USA)
- Eti Maden AS from several mines in Turkey (with exclusive, nation-wide rights to mining borates)


Rio Tinto and Eti Maden each have an approximately a 40% share or more of the boron market. The balance of production is mostly from various suppliers in China, Argentina, Chile and Russia. None of these suppliers is capable of dramatic expansions in production capacity.

With Turkey having roughly 73% of global boron reserves, Eti Maden is likely to remain the leader in the borates industry.



Geographically, boron demand is dominated by Asia (46%) and North America (32%)."

***

Further Information on Boron

For an interesting summary of boron, see the infographic on the Visual Capitalist website “Boron: Making Modern Life Possible”. http://www.visualcapitalist.com/boron-making-modern-life-pos…

Or you can listen to very informative short (23 minute) podcast https://www.bbc.co.uk/programmes/p0380gs4 or longer (43 minute) podcast https://www.bbc.co.uk/programmes/p02tfc07 on boron produced by the BBC World Service.

Good information on the distribution of boron deposits and geology is available in “Borates in a Nutshell" http://www.mininggeologyhq.com/borates-in-a-nutshell/ from MiningGeologyHQ.com.

***

Was den Boron Markt betrifft, so kann man von einem Oligopol sprechen, sprich einem Markt der von einigen wenigen Großunternehmern beherrscht wird. Ich würde nicht ausschließen, dass Global Geoscience zu einem Zeitpunkt X ein Übernahmeziel von Rio Tinto werden könnte - wenn PFS/DFS entsprechend positiv ausfallen. Dies nicht zuletzt auch wegen der geographischen Nähe zum bestehenden Betrieb in CA. Eine Distanz von 400km ist für amerikanische Verhältnisse als gering einzuschätzen. Das Distributionsnetzwerk u.a. über den Hafen Los Angeles/Long Beach ist vorhanden.



Weitere nützliche Informationen sind auf https://www.borax.com/ zu finden.

Gruß phobieeee
3-May-2018 Optimisation Success Leads to Further Significant Reductions in Leach Time and Acid Consumption
https://www.globalgeo.com.au/files/announcement/files/180503…

23-May-2018 Successful Completion of Phase 1 of Rhyolite Ridge PFS
https://www.globalgeo.com.au/files/announcement/files/180523…

6-June-2018 Development Plans Unveiled for the Rhyolite Ridge Lithium-Boron Project
https://www.globalgeo.com.au/files/announcement/files/180606…

"The critical trade-off studies demonstrate a clear path forward for the project, and highlight the potential for Global Geoscience's (GSC) Rhyolite Ridge to be a major, low-cost producer of lithium and boron in an environmentally sustainable manner that uses self-generated, zero-carbon power and minimises both water useage and surface disturbance. According to the company and with the critical trade-off analysis completed, the Pre-Feasibility Study is on track to be completed in mid-2018 with the outcomes scheduled to be released in Q3 2018"



***

13-June-2018 Equity Raising Presentation
https://www.globalgeo.com.au/files/presentation/files/180613…

Diese Präsentation zur letzten KE hat noch mal einen ganz anderen Aufmachung als die beiden im ersten Beitrag verlinkten.

***

Intraday


6 Monate


1 Jahr


2 Jahre


Gruß phobieeee
3-August-2018 Start-up Phase of Mining to Target Higher Lithium Grades to Increase Cashflow in Early Years
https://www.globalgeo.com.au/files/announcement/files/180803…

"Recently completed work has focused on optimising for early cashflow by exploiting shallow, higher lithium grades in the start-up phase of mining and has subsequently identified a potential south start-up pit that has significant advantages over the north start-up option."



Wie in der vollständigen Mitteilung genannt, ist dies alles nicht final und kann sich im Laufe der weiteren Studien und auf Basis weiterer Information ändern. Dennoch schätze ich es, dass man die Aktionäre über aktuelle Entwicklungen und Erkenntnisse informiert. So bevorzugt man, anders als in meinem ersten Post dargestellt, inzwischen auch Vat Leaching gegenüber Heap Leaching aufgrund der höheren Gewinnungsraten, Zeitersparnis und besser Steuerbarkeit des Leaching Vorgangs.

Auf HotCopper war vor einer Weile die Rede davon, dass die PFS in der 1. Septemberwoche veröffentlicht werden soll, jedoch ließ man offen woher diese Information stammt. Insofern ist diese Aussage mit Vorischt zu genießen. Ich gehe aber davon aus, dass diese auch tatsächlich im Q3 2018 veröffentlicht wird was einen wichtigen Meilenstein darstellt für GSC.

Gruß phobieeee
Antwort auf Beitrag Nr.: 58.484.292 von phobieeee am 19.08.18 19:57:05Schöne Zusammenfassung....

spannend: Insiderbeteiligung, institutionelle Anleger, USA

Marketcap von 382 Mio. $ ist aber sportlich und klarer Abwärtstrend

geht auf die WL

Gute Trades!
Antwort auf Beitrag Nr.: 58.484.406 von N.Y. am 19.08.18 20:27:27Danke dir @N.Y. ! Es freut mich zu hören, dass dir meine Vorstellung des Wertes gefällt.

Nach der schönen Gegenbewegung gestern ist der Kurs heute in Australien wieder etwas unter Druck geraten. Wichtig wird es sein die A$ 0.30 zu halten bzw. auf diesem Level zu konsolidieren und einen neuen Boden einzuziehen bis zur Veröffentlichung der PFS.

Ich hatte vor Handelseröffnung am Montag zwei Kauforder an der ASX eingestellt zu A$0.27 bzw. A$ 0.28, welche ich jedoch dann in anbetracht der exorbitant hohen Orderkosten meines Brokers wieder gestrichen habe. Ausgeführt worden wären diese jedoch auch nicht, da der erste Kurs bei $0.285 lag und seither auch nicht unterschritten wurde.

Bitte informiert euch vorher über die Konditionen eures Brokers beim Kauf an der ASX.

Gruß phobieeee
Antwort auf Beitrag Nr.: 58.484.406 von N.Y. am 19.08.18 20:27:27Ein Punkt der im Zusammenhang mit Nevada immer wieder thematisiert wird sind die Wassernutzungsrechte. Global Geoscience hat sich diese bereits im September 2017 für 20 Jahre gesichert mit entsprechender Option auf Verlängerung bzw. Erwerb selbiger.

GSC secured water rights for the Rhyolite Ridge project in September 2017. The company has entered into an exclusive 20 year lease for 1.2+ gigalitres of water per year. GSC has the right to renew the lease for an additional 79 years after the initial 20 year period, and also has an option to purchase the rights at any time.

The allotment of 1.2 gigalitres of water per year is equivalent to 38 litres of water per second, and will provide more than sufficient capacity for the proposed production options. For context, a brine operation producing 20,000 tonnes of lithium carbonate per annum typically requires 20 litres of water per second.

Gruß phobieee
Antwort auf Beitrag Nr.: 58.501.278 von phobieeee am 21.08.18 19:51:52Geh zu Interactive Brokers oder Lynx (ist auch Interactive Brokers) aber mit deutscher Betreuung. Solche Werte kann man nicht über die deutschen Anbieter und Börse kaufen, da oft illiquide und Monsterspreads


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