Aussichtsreiche Lithiumaktie - 500 Beiträge pro Seite

[MFC500]

wer sich für Lithium interessiert, kann einen Blick auf Nemaska Exploration (NMX.V) werfen (ich beschränke mich bei meinen Ausführungen auch auf diesen Bereich, wenngleich NMX noch weitere Projekte besitzt)

Unternehmensprofil
The Corporation, a mineral exploration company, is involved in the James Bay region (Northern Quebec), Canada. Nemaska is presently focusing its efforts on two main projects: Whabouchi (lithium) and Lac Levac deposit (nickel, copper, elements of platinum group). Nemaska controls over 70 km of the Lac des Montagnes green belt polymetallic formation which is easily accessible by road.

Im Mai gab es eine erste NI 43-101 Ressourcenschätzung für das Whabouchi-Projekt. Highlights

- 9,8 Mio t @ 1,63% LI2O measured & indicated (74.000 t Li metal)
- 15,4 Mio t @ 1,57% LI2O inferred
- Resource remains open to depth and along strike to the East
ausführlich: http://finance.yahoo.com/news/Nemaska-Releases-Initial-NI-cc…

Kann sich m.E. sehen lassen, insbesondere die Grades. Dazu der CEO: "The results places our hard rock spodumene deposit as one of the largest in the world. The report confirms that the Li mineralization is wide, continuous and high grade."

(Zum Vergleich: Greenbushes lithium operations in Australia is the largest spodumene producer in the world with resources of 22,5 Mio t (M+I) @ 3,7% Li2O bzw 386.700 t Li metal).

Ausgewählte Bohrabschnitte:
- 87.5 m At 1.39% Li2O and 151 ppm Be
- 52.3 m at 1.85% Li2O and 165 ppm Be
- 92.1 m at 1.39% Li2O and 133 ppm Be
- 75.6 m at 1.94% Li2O and 173 ppm Be
- 100.8 m at 1.43% Li2O and 150 ppm Be

Erste metallurgische Untersuchungen waren ebenfalls positiv:
"These very preliminary tests on Nemaska spodumene pegmatite material yielded uncommonly good concentrate grades and recoveries and the lithium carbonate bench production tests are underway. The high extraction rate of lithium from the concentrate is most encouraging and at this stage there would appear to be no problem in producing 99+% lithium carbonate using standard technology."
mehr dazu: http://finance.yahoo.com/news/Nemaska-Exploration-Confirms-c…

Bis Jahresende soll eine Scoping Studie vorgelegt werden, d.h. der (hoffentlich positive) Newsflow dauert an. Dann werden auch erste Erkenntnisse bzgl der Wirtschaftlichkeit des Projektes vorliegen und eine besser Einschätzung der Aktie ermöglichen.

Abschließend zur Bewertung:
Derzeit stehen 49,1 Mio Aktien aus, fully diluted 70,1 Mio. Hieraus resultiert eine Marktkapitalisierung von C$19 Mio (basic) bzw C$27,3 Mio (fully diluted). Hinzu kommen noch die Aktien&Warrants aus der gestern angekündigten Kapitalmaßnahme; deren genaue Anzahl steht aber noch nicht fest. Sehr positiv hierbei: Es werden units @ C$0,40 each und flow through units @ C$0,50 each ausgegeben; der letzte Kurs lag hingegen bei C$0,39. Die Bruttoeinnahmen sollen C$5 Mio betragen.

weiterführende Informationen:

Unternehmensmeldungen http://finance.yahoo.com/q?s=nmx.v&d=t

Homepage http://www.nemaskaexploration.com/en/

Präsentation http://www.nemaskaexploration.com/documents/PPT_Corpo_26juil…

SEDAR-Filings http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issu…

[zampano111]

Antwort auf Beitrag Nr.: 40.294.330 von MFC500 am 09.10.10 18:47:46

Hallo, irgendetwas stimmt hier wohl nicht, es existiert bereits ein entsprechender
`Schräd`, oder moechtest du diese Würstchenbude ..........?

[iZock]

Wie wäre es denn, den bereits bestehenden und durchaus aktuellen und mit sehr guten Infos gefütterten Thread zu benutzen?

Hier gehts dorthin: http://www.wallstreet-online.de/diskussion/1157682-71-80/nem…


Cheers

[MFC500]

Oct. 20, 2010

Nemaska is pleased to announce that as a result of strong investor interest in the private placement announced October 8 (the "Offering"), the Corporation has decided to increase the size of the Offering to $6,500,000. The Offering is being conducted by a syndicate of agents (the "Agents") led by Dundee Securities Corporation and including Industrial Alliance Securities. The Offering is comprised of 4,250,000 common share units ("Units") at a price of $0.40 per Unit and 9,600,000 flow-through units ("FT Units") at a price of $0.50 per FT Unit. In addition, the Corporation has agreed to grant the Agents an over-allotment option, which will allow the Agents to purchase up to an additional 15% of the Offering in any combination of Units or FT Units at the respective issue price.

The Offering is being made by the Agents on a reasonable efforts basis and the closing is scheduled on or about November 2, 2010. The Offering is subject to certain conditions including, but not limited to, the receipt of all necessary regulatory approvals. The Units and the FT Units are offered to accredited investors residing in Canada or in United-States. The securities to be issued comprised in the Units and the FT Units will be subject to a hold period of 4 months plus one day in Canada.

Each Unit will be comprised of one common share of the Corporation and one common share purchase warrant (a "Warrant"). Each FT Unit will be comprised of one flow-through common share of the Corporation and one Warrant. Each full Warrant is exercisable for two years from the closing, at an exercise price of $0.55.

The net proceeds from the Units offering will be used for general working capital purposes. The gross proceeds from the FT Units offering will be used for exploration and development of the Corporation's Quebec properties. The Corporation's expenditures will qualify as "Canadian exploration expenses" (CEE) under the Income Tax Act (Canada) and will be renounced to investors for the 2010 taxation year.

The Corporation has agreed to pay the Agents a cash commission equal to 8% of gross proceeds of the Offering and issue compensation warrants equal to 8% of the FT Units and of the Units, exercisable for two (2) years following the closing at par with the Units or FT Units offered pursuant to the Offering.

http://finance.yahoo.com/news/Nemaska-Exploration-Inc-ccn-12…

[recession]

Antwort auf Beitrag Nr.: 40.361.751 von MFC500 am 20.10.10 21:49:59

Wie siehst Du lithium outlook?

The TRU view that global lithium oversupply will persist at minimum through 2013 is affirmed. Output of lithium chemicals through expansion by existing brine-based producers - SQM, FMC, Chemetall and CITIC – and new development projects in the pipeline will assure sufficient lithium supply long range.

[MFC500]

Antwort auf Beitrag Nr.: 40.373.662 von recession am 22.10.10 14:02:35

na ja, das kommt auf die technische Entwicklung an. So wie sich die Situation derzeit abzeichnet, dürfte der Lithiumverbrauch in den nächsten Jahren kontinuierlich zulegen. Inwieweit es hierbei zu Verknappungstendenzen kommen kann, vermag ich nicht zu beurteilen.

[recession]

Antwort auf Beitrag Nr.: 40.373.907 von MFC500 am 22.10.10 14:33:42

Ziemlich viel interesse. Besonders von insiders. Hab gerade @0.365 gegonnt. Market cap ist zwar ziemlich gross und erwartungen auch. Hoffentlich finden die was.

[MFC500]

Antwort auf Beitrag Nr.: 40.403.807 von recession am 27.10.10 22:45:47

Market cap ist zwar ziemlich gross und erwartungen auch.

Wie kommst du darauf, daß die Erwartungen groß sind? Das sehe ich weder mit Blick auf die Börsenumsätze, noch auf die Kursentwicklung.

Hoffentlich finden die was.

Verstehe ich nicht. Sie haben doch bereits nachgewiesene Ressourcen. Entscheidend wird sein, wie die Scoping Study ausfällt.

[recession]

Antwort auf Beitrag Nr.: 40.403.965 von MFC500 am 27.10.10 23:20:13

Ja, das weiss ich, dass einiges an resourcen schon nachgewiesen ist, doch damit ist die ganze exploration noch nicht zu ende.

Wer schon weiss wann der gunstigste Market Wert erreicht ist. Zumindest die gelistete Aktie ist nicht mal 1 jahr alt (20. jan gelistet). Den Boden habe ich leider noch nich deutlich gesehen, weil die Aktie nicht genugend stark gefallen ist. Daher finde ich, dass die moglichkeit nach unten besteht. Das einzige was haelt von Fallen ist 1) PP @0.4 und 2) Erwartungen (wie bei vielen Werten). Viele zaehlen auf insider und inst. aktivitaeten als garant, dass weniger schief gehen konnte. Daher hier ist schon gewisse erwartungen vorhanden. Vielleicht habe ich mit Wort grosse erwartungen uebertrieben (denn dafuer braucht man so eine art von rally). Ich habe auch eindruck, dass dieses Wert wenig bekannt ist. Mit staendigen news flow sollte aber upside auch moglich sein sonst geht nix. Der Grund warum ich hier investiert bin ist nicht nur das potential sonder der Glaube, dass Lithium hype noch mindestens 0.5-1 jahr andauern wird unterstutzt von der verbesserung der Wirtschaft. Obwohl hab schon fast beschlossen, dass nach verkauf von Orocobre, werde in lithium nicht investieren, weil es eine lithium Blasse ist, aber hoffentlich die hat noch genugend Luft.

[MFC500]

Oct. 28, 2010

Nemaska announced today that its Board of Directors has adopted a shareholders rights plan (the "Rights Plan") in order to promote equitable treatment of shareholders in any public offer to purchase aimed at the Corporation. The Rights Plan takes effect immediately and will grant Nemaska's Board of Directors and shareholders more time to evaluate fully any unsolicited public offer to purchase aimed at the Corporation. The Rights Plan will also provide more time to the Board of Directors to analyze other solutions or propositions in order to maximize the value of the shareholders' investment if required. The shareholders will be asked to ratify the adoption of the Rights Plan at the next annual and special meeting of shareholders, which is called on November 22, 2010 (the "Meeting"). The Rights Plan has not been adopted in response to a specific proposal aimed at acquisition of control of the Corporation, and the Corporation has not been informed of any intention in this sense.

The rights issued under the terms of the Rights Plan will be initially attached and traded with the common shares and no separate certificates will be issued unless an event triggering these rights occurred. These rights cannot be exercised except when a person, including any person related to that person, acquires or attempts to acquire at least 20% of the outstanding shares without conforming to the terms of the Rights Plan relating to "permitted bid" or without obtaining the approval of Nemaska's Board of Directors.

If an acquisition of this type is announced or takes place, each right, at the time it is exercised, allows its holder, other than the acquiring person and persons related to the acquiring person, to purchase shares at a discount of 50% compared to the market price then in effect.

Under the terms of the Rights Plan, a permitted bid is an offer that is made to all holders of shares and that can be accepted within at least 60 days. If, at the end of the 60-day period, at least 50% of the outstanding shares, other than those belonging to the initiator and to certain persons who are related to the initiator, have been deposited, the initiator may take delivery of shares and pay the price for the common shares, but he must extend the offer by 10 additional days to allow other shareholders to tender their shares in response to the offer.

The Rights Plan has a duration of nine years and its adoption is subject to the approval of the TSX Venture Exchange Inc. and to its ratification by the shareholders at the Meeting. The Rights Plan must also be re-ratified by the Corporation's shareholders every three years.

The Rights Plan is similar to other shareholders rights plans adopted recently by several other Canadian companies. A declaration of significant change and the complete text of the Rights Plan are currently being filed on SEDAR.

http://finance.yahoo.com/news/Nemaska-Adopts-a-Shareholders-…

[MFC500]

Jahresabschluß zum 30.06.10
http://www.sedar.com/GetFile.do?lang=EN&docClass=5&issuerNo=…

[MFC500]

Nemaska Announces Closing of $7,864,000 Financing
http://www.marketwire.com/press-release-canada/Nemaska-Annou…

[VodkaLemon]

Antwort auf Beitrag Nr.: 40.439.248 von MFC500 am 02.11.10 19:12:15

jetzt wo die finanzierung abgeschlossen ist kanns von mir aus so langsam los gehn mit steigeneden kursen

[MFC500]

Antwort auf Beitrag Nr.: 40.444.502 von VodkaLemon am 03.11.10 13:22:50

da wirst du dich wahrscheinlich (mindestens) bis zur Vorlage der Scoping Studie gedulden müssen. Davon unabhängig ist es jedoch sehr positiv, daß Nemaska nun vorerst keine Liquiditätssorgen mehr hat.

[VodkaLemon]

Nemaska Exploration Inc. Acquires Sirmac Lithium Property



Press Release Source: Nemaska Exploration Inc. On Friday November 5, 2010, 7:00 am

QUEBEC CITY, QUEBEC--(Marketwire - Nov. 5, 2010) - (TSX VENTURE:NMX - News)-NEMASKA EXPLORATION INC. ("Nemaska" or the "Corporation") is pleased announce that it has signed a purchase agreement with Everton Resources Inc. concerning the Sirmac Lithium property. The property is composed of 15 mining claims, covering about 645 hectares, located in SNRC sheet 32J11, province of Quebec. The property lies approximately 130 kilometres south of Nemaska's Whabouchi lithium/beryllium deposit, alongside the Route de Nord. It hosts 12 spodumene bearing pegmatites, on which historical channel sample assays have returned 4.52% Li2O over 14 m.

"This purchase is strategic move on our part to obtain a property that can produce technical-grade spodumene, opening up the glass market to Nemaska. To date, the metallurgy results from the spodumene at our Whabouchi project indicates that battery-grade lithium carbonate and lithium concentrate for ceramic applications can be produced from our ore. This purchase allows us to cover the full spectrum of the global lithium demand." commented Mr. Guy Bourassa, President and CEO of Nemaska.

After careful consideration, Nemaska has purchased 100% interest in the property for $30,000 cash and the issuance of 500,000 shares and 500,000 share purchase warrants at a price of $0.60 per share for a period of 24 months from closing. The agreement includes an adjustment clause for the number of shares to be issued in favour of Everton if the Corporation has not started the process to separate its lithium related assets from its other exploration assets on or before June 30, 2011. In such case, the Corporation will issue an additional 250,000 shares and 250,000 share purchase warrants. The property is subject to a 1% NSR royalty that can be purchased for $1,000,000. The shares and share purchase warrants to be issued will be subject to an agreed 6 month hold period from issuance. This agreement is subject to the approval of the regulatory authorities.

[MFC500]

Antwort auf Beitrag Nr.: 40.462.163 von VodkaLemon am 05.11.10 12:27:04

Klingt vielversprechend.

The agreement includes an adjustment clause for the number of shares to be issued in favour of Everton if the Corporation has not started the process to separate its lithium related assets from its other exploration assets on or before June 30, 2011.

Scheint so, als stünde in naher Zukunft ein Spin-Off oder Verkauf der Nicht-Lithium-Aktivitäten an.

[MFC500]

EARLY WARNING REPORT

Joe Dwek Management Consultants Inc. (“JDM”) has indirect control and direction over 6,244,500 common shares of Nemaska and 5,192,900 warrants to purchase shares representing approximately 20.14% of the outstanding Shares on a partially diluted basis.

ausführlich: http://www.sedar.com/CheckCode.do;jsessionid=0000pq3oHGJD5ca…

[MFC500]

Nemaska Exploration Provides Exploration Update on Non-Lithium Assets
http://finance.yahoo.com/news/Nemaska-Exploration-Provides-c…

[ktulu75]

Antwort auf Beitrag Nr.: 40.462.781 von MFC500 am 05.11.10 13:41:00

kannst Du sagen was das bedeutet..... reißt sich da jemand die Firma unter den Nagel oder wie ist das zu verstehen? oder vor was wird da gewarnt...?

[MFC500]

Antwort auf Beitrag Nr.: 40.563.114 von ktulu75 am 21.11.10 22:43:20

das ist eine Stimmrechtsmitteilung; das muß bei Über- oder Unterschreitung bestimmter Anteilsgrenzen gemeldet werden. Warum das "EARLY WARNING REPORT" genannt wird, weiß ich auch nicht.

[MFC500]

Nemaska Exploration Produces Battery-Grade Lithium Carbonate From Whabouchi

11/23/10

Nemaska is pleased to announce that lithium carbonate (Li2CO3) grading at 99.96% has been produced from its spodumene concentrate, at SGS Minerals Services (SGS) Lakefield laboratory. In July 2010, SGS commenced metallurgical testing using a one tonne sample obtained from core drilling across the Whabouchi pegmatite body. The first spodumene concentrate (see press release September 8, 2010 for results and details) was made this fall and from that concentrate, lithium carbonate was produced. The results from the lithium carbonate samples confirm that all specifications for trace elements are met and that this is a premium product, worth approximately 2.00/kg more than the standard 99.5% grade at present market prices.

Gary Pearse, principal of Equapolar Consultants Limited, an independent firm hired by Nemaska to oversee the metallurgical work and conduct a scoping study at Whabouchi commented, "The results for this laboratory test are exceptional. It shows that there are no discernible technical barriers to making top quality battery-grade lithium carbonate from Nemaska ore using "off-the-shelf" techniques."

Following up on the laboratory work, Nemaska is planning to start pilot plant metallurgical testing of a 30 tonne sample in an effort to optimize the processing techniques and create the most efficient and cost competitive method of producing lithium carbonate.

"Obviously, we are very satisfied with the results of this metallurgical test as a whole," commented Mr. Guy Bourassa, President and CEO. "This is an important milestone for the Company and a necessary step in marketing our product to end users. We now look forward to completing the Preliminary Economic Assessment (PEA) for this project."

The technical sections of this press release have been prepared by Gary Pearce, P. Eng., Geo. qualified persons as defined in National Instrument 43-101.

http://www.premiumpresse.de/nemaska-exploration-produces-bat…

[MFC500]

Nov. 30, 2010

Nemaska is pleased to provide an update on the on-going exploration program at its 100% owned Whabouchi property (about 1,716 hectares) that is located in the James Bay Region of Quebec.

Between October 12 and November 12, 2010, 16 trenches perpendicular to the mineralized zones, spaced approximately 50 m apart and totalling 1,969 m, were dug. In addition, 810 m of stripping was done along strike on 7 contact zones. A total of 670 channel samples were taken from these trenches and stripping areas and were sent for assay. Results are expected in about 6 weeks. During this period, the geological mapping of all the trenches and stripping zones was also completed.

In addition, Nemaska recently commenced a 9,000 m diamond drill program (HQ size) on Whabouchi. As of this date, 9 of the 48 holes planned have been completed for a total of 2,038 m. All the mineralized zones were intersected where expected. The objectives of this drill program are to obtain a representative sample across the deposit to be used in pilot plant metallurgical testing planned for winter 2011 and to update the initial resource estimate published on July 14, 2010 by SGS Geostat. The updated resource will include both the drill results and channel samples completed earlier this month. The drilling will also enable the Company to increase its confidence in the resource, a necessary step in moving the project into feasibility stage.

Nemaska also confirms that it has retained the services of engineering firm BBA Inc. ("BBA"), of Montreal, to design the open pit for the Whabouchi deposit as part of the Preliminary Economic Assessment (PEA) currently being prepared by Equapolar Consultants Inc.

"We continue to make excellent progress on the development of Whabouchi," commented Guy Bourassa, President and CEO of Nemaska Exploration. "This is a world class hard rock lithium deposit, ranked in the top three in the world by independent analysts, and I am eager to see the results of the PEA which are due in January. The report will determine the timeline to production and our next steps on the project."

http://finance.yahoo.com/news/Nemaska-Exploration-Commences-…

[Kaschmirkanzler]

Heute wird in Kanada aus dem Ask zu 0,5 kanadischen Cents eine Menge weggekauft:

Time Price Shares Change Buyer Seller
11:29 AM EST 0.500 26,500 0.050 079 001
11:27 AM EST 0.500 11,500 0.050 079 001
11:27 AM EST 0.500 12,000 0.050 079 001
11:24 AM EST 0.500 20,000 0.050 079 007
11:08 AM EST 0.500 7,000 0.050 079 019
11:08 AM EST 0.500 5,000 0.050 079 001
11:08 AM EST 0.500 25,000 0.050 079 080
11:08 AM EST 0.500 2,500 0.050 079 085
11:08 AM EST 0.500 36,000 0.050 079 001
10:34 AM EST 0.490 500 0.040 027 007

Käufer ist immer die 079. Diese Nummer steht für CIBC World Markts INC.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 40.730.143 von Kaschmirkanzler am 17.12.10 18:05:07

50 kanadische Cents oder 0,5 kanadische Dollar!

[MFC500]

Vielleicht kommt ja tatsächlich noch wie angekündigt die Scoping Studie.

[VodkaLemon]

Antwort auf Beitrag Nr.: 40.730.495 von MFC500 am 17.12.10 19:05:29

vll. ja noch vor weihnachten

[VodkaLemon]

Antwort auf Beitrag Nr.: 40.731.064 von VodkaLemon am 17.12.10 20:31:05

rt 0,54

[Erni09]

hallo, bin vor wenigen tagen eingestiegen der chart schaut jetzt sehr gut aus soweit ich es beurteilen kann.

[Erni09]

0,54CAD oberes Bolling Band

[MFC500]

Bei aller Freude über den steigenden Kurs wäre es schön, wenn dieser Thread nicht im WO-üblichen Dauer-Kurs-Posten versinkt. Danke

[MFC500]

Möglicherweise hat die heute von Canada Lithium veröffentlichte Machbarkeitsstudie ein paar Anleger inspiriert. Wen´s interessiert: http://finance.yahoo.com/news/CANADA-LITHIUM-ANNOUNCES-cnw-2…

Nur mal zwei Vergleichsdaten (natürlich ohne jetzt den Anspruch auf 1:1 Vergleichbarkeit zu erheben!)

Canada Li.
Measured and Indicated 47 Mio t @ 1,19% Li2O
Marktkap. C$ 188 Mio

Nemaska
Measured and Indicated 9,8 Mio t @ 1,63% Li2O
Marktkap. C$ 36 Mio

[Kaschmirkanzler]

Im November hat sich Joe Dwek Management Consultants 2007 Inc. mit Warrants zu 0,55 Can$ eingedeckt. Leider konnte ich das Verfallsdatum der Warrants nicht herausfinden.

http://www.canadianinsider.com/coReport/allTransactions.php?…

Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Nov 04/10 Nov 02/10 Joe Dwek Management Consultants 2007 Inc. Control or Direction Warrants 11 - Acquisition carried out privately 1,600,000 $0.550
Nov 04/10 Aug 23/10 Joe Dwek Management Consultants 2007 Inc. Control or Direction Warrants 00 - Opening Balance-Initial SEDI Report
Nov 04/10 Nov 02/10 Joe Dwek Management Consultants 2007 Inc. Control or Direction Warrants 11 - Acquisition carried out privately 900,000 $0.550
Nov 04/10 Nov 02/10 Joe Dwek Management Consultants 2007 Inc. Control or Direction Warrants 11 - Acquisition carried out privately 500,000 $0.550

[Erni09]

neue insider aktivitäten.

Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price

Dec 28/10 Dec 24/10 Bourassa, Guy Georges Direct Ownership Options achat d'actions 50 - Grant of options 600,000 $0.530

stehen news demnächst an?

[Erni09]

kommt ein update, ich kann die seite von nemaska momentan nicht erreichen?

[MFC500]

Antwort auf Beitrag Nr.: 40.776.672 von Erni09 am 29.12.10 23:24:38

probier´s erneut, ich war soeben auf der HP.

[Erni09]

Antwort auf Beitrag Nr.: 40.777.083 von MFC500 am 30.12.10 08:05:01

jup war gestern offline.

[Erni09]

Zitat von Erni09: neue insider aktivitäten.

Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price

Dec 28/10 Dec 24/10 Bourassa, Guy Georges Direct Ownership Options achat d'actions 50 - Grant of options 600,000 $0.530

stehen news demnächst an?

ich ergännze mal, heute wurde weiter veröffentlicht.

Dec 29/10 Dec 24/10 Baril, Michel Direct Ownership Options achat d'actions 50 - Grant of options 400,000 $0.530

Dec 29/10 Dec 24/10 Lessard, René Direct Ownership Options achat d'actions 50 - Grant of options 250,000 $0.530

[MFC500]

Jan. 4, 2011

Nemaska is pleased to announce that it has entered into a subscription agreement with a China-based Company, involved in the transformation and production of lithium products, for an initial private placement of 7,370,468 common shares (the "Shares") at a price of $0.50 per Share and 4,963,050 share purchase warrants (the "Warrants") for aggregate gross proceeds of $3,685,234 (the "Offering"). Each Warrant is exercisable for twelve months from the closing of the Offering, at an exercise price of $0.61. This subscription agreement is subject to certain conditions including, but not limited to, the receipt of all necessary regulatory approvals, including approvals from Chinese regulators. The securities to be issued will be subject to a hold period of 4 months plus one day in Canada. The parties expect to be able to obtain these approvals and close the subscription within the next 60 days.

Guy Bourassa, President and Chief Executive Officer of Nemaska commented, "This is an important milestone in the evolution of Nemaska and a great validation of the strong potential of our lithium assets. We are delighted to welcome our Chinese partner who has deep expertise in lithium products and we look forward to building upon this initial relationship as we move our projects towards the commercial production of spodumene concentrate. The Chinese market is a major consumer and producer of lithium products including vehicle batteries for hybrid and electric vehicles. Our new investor views their investment in Nemaska as part of a broad strategy to not only diversify their supply for raw materials but also to have an ownership position in a high-quality resource capable of producing battery-grade lithium carbonate."

Dundee Securities Corporation acted as the sole agent in this Offering and will receive a cash commission equal to 4.5% of the gross proceeds of the Offering and receive compensation warrants equal to 4.5 % of the Shares, exercisable for twelve (12) months following the closing of the Offering at a price of $0.50 per Share.

http://finance.yahoo.com/news/Nemaska-Exploration-Announces-…

[Kaschmirkanzler]

Zur Vervollständigung eine Nachricht vom 11. Januar 2011:

Nemaska Exploration Provides Update on Drill Program at Its Whabouchi Lithium/Beryllium Project



Press Release Source: Nemaska Exploration Inc. On Tuesday January 11, 2011, 8:48 am

QUEBEC CITY, CANADA--(Marketwire - Jan. 11, 2011) - (TSX VENTURE:NMX - News; OTCBB:NMKEF - News) - NEMASKA EXPLORATION INC. ("Nemaska" or the "Corporation") is pleased to provide an update on the on-going exploration program at its 100% owned Whabouchi property (about 1,716 hectares) that is located in the James Bay Region of Quebec.

To date, the Company has drilled 23 holes or 4,200 metres at Whabouchi. Mineralized zones were intersected where expected during the drilling thus far. The objectives of this diamond drill program are to obtain a representative sample across the deposit to be used in pilot plant metallurgical testing planned for winter 2011 and to update the initial resource estimate published on July 14, 2010 by SGS Geostat. Drilling was halted for the holiday break and resumed early last week. The Company expects to complete the drilling in early March with 48 holes planned for a total of 10,000 metres.

"Drilling is progressing rapidly at Whabouchi and we will be providing the market with drill results on a regular basis over the next few months," commented Guy Bourassa, President and CEO of Nemaska Exploration. "We are also expecting the results from our Preliminary Economic Assessment to be out in the next few weeks. This is the first step in moving the project toward feasibility."

The technical sections of this press release have been prepared by Yvan Bussieres, P. Eng. qualified person as defined in National instrument 43-101.

http://www.nemaskaexploration.com/documents/news/Nemaska_com…


... und hier noch die diese Woche anstehenden Konferenzen, an denen NMX teilnimmt (Quelle http://www.nemaskaexploration.com/en/):

Industrial Minerals Events
3rd Lithium Supply & Markets Conference
19-21 January 2011
Metro Convention Centre, Toronto
Speaker: Mr. Guy Bourassa, January 21 at 10h15


Cambridge House Vancouver
Vancouver Resource Investment Conference
23-24 January 2011
Booth 1030
Speaker: Mr. Guy Bourassa, January 23 at 15h40

[grasgruener]

IIROC: Halt, Nemaska Exploration Inc.

VANCOUVER, BRITISH COLUMBIA--(Marketwire - Jan. 18, 2011) - The following issue(s) have been halted on the TSXV today:

Company / Compagnie Nemaska Exploration Inc.
TSX-V Symbol / Symbole NMX
Reason / Motif Company request pending news
Halt Time (ET) / Heure de l'Arret 9:19 E.T.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 40.888.933 von grasgruener am 19.01.11 15:39:00

Da kann man wirklich gespannt sein, welche Nachrichten von oder über NMX anstehen.

hier noch der aktuelle Überblick:
http://www.nemaskaexploration.com/documents/NemaskaExplorati…

[Kaschmirkanzler]

Hier ist die Nachricht:

NEMASKA EXPLORATION PLANS THE PRODUCTION OF 202,000 TONNES/YEAR OF SPODUMENE CONCENTRATE FROM ITS WHABOUCHI LITHIUM/BERYLLIUM DEPOSIT
http://www.nemaskaexploration.com/documents/news/Nemaska_com…

[Kaschmirkanzler]

Um 20.30 wird der Handel wieder aufgenommen.
Zur Zeit überwiegt der Bid bei 0,58 Can$:

Investment Industry Regulatory Organization of Canada - Trade Resumption - Nemaska Exploration Inc. - NMX

Press Release Source: Investment Industry Regulatory Organization of Canada (IIROC) On Wednesday January 19, 2011, 1:52 pm

VANCOUVER, Jan. 19 /CNW/ - Trading resumes in:

Issuer Name: Nemaska Exploration Inc.
TSX-V Ticker Symbol: NMX
Resumption Time: 14:30 ET

[Kaschmirkanzler]

Interview mit Guy Bourassa, CEO der Nemaska Exploration, vom 22 Januar 2011:

http://www.wallstreetreporter.com/2010/01/nemaska-exploratio…

TRANSCRIPT:

WSR: Good day from Wall Street. This is Juan Costello, Senior Analyst with the Wall Street Reporter, and joining us today is Guy Bourassa, CEO of Nemaska Exploration. The company trades on the TSX Venture and the ticker symbol is NMX and they are a mineral exploration company involved in the James Bay region in Quebec. Thanks for joining us today Guy.

Guy Bourassa: It’s my pleasure.

WSR: Now starting off, talk about the recent update and today’s release on Whabouchi?

Guy Bourassa: Well, we recorded recently last fall, a very interesting lithium showing that we have worked in October and November, and the results that we got were so interesting that we financed a 5,000 meter drilling campaign that resumed last week and upto now, we have got the results that are unseen yet in Quebec as far as with and grades are concerned. And very interestingly, it’s close by our nickel deposit that we will be talking a little bit later but very interesting for industrial mineral, the fact that it is close to the road about 500 meters from the road, from the infrastructures, airport, electricity. So, yes it’s a very interesting situation as far as lithium is concerned.

WSR: So bring us up to speed on your purchase of Lac Levac and Lac des Montagnes from Golden Goose?

Guy Bourassa: Yes. When we started the company in 2008, we were surrounding the Lac Levac deposit belonging to Golden Goose, on which they had announced very good results and finally released 43-101 resource calculation in 2008, and we were lucky enough that they put it for sale and we put a bid on and they accepted it and then we finally closed it. Obviously, it does finance the work that we are going to be putting on this property, trying to expand depth, the actual resource, outlined there 3 million tons of nickel, that’s 1.1%, 0.6 copper, and all of the PGE element. It’s opened a depth in laterally. So with this acquisition of the Lac Lavac and Lac des Montagnes properties from Golden Goose, we now own and control 100% of 70 kilometers in length over the 40 meter green belt formation of Lac des Montagnes, which is a quite unique place to be. Very, very interesting for exploration and development, and most importantly it’s all accessible year on by road.

WSR: And so all these are 100% owned and you also have the Lac Arques property, so how well positioned is the company to take advantage of some of the market trend as far as nickel and lithium?

Guy Bourassa: Well, the market trend for the lithium presently is very, very good, very positive, all of the comparables have gained an upswing of important percentage over the past month. The fact that a lot of car companies and equipment companies have announced that they are trying to reach agreements with possible lithium producers put us in a very, very good interesting position.

WSR: And so what are some of the factors that makes Nemaska Exploration unique from some of the other players and some of the other nickel and lithium players in your sector?

Guy Bourassa: Well, if we talk about the nickel, very very few is done of the junior exploration companies that have interest in nickel properties have measured resources. It was decided by Golden Goose at the time to increase the quality of the resource instead of adding millions of tons of inferred resource category. So that gives us a lead as far as feasibility is concerned, like I said the fact that we are accessible by road year on, it makes it very unique, less costly, more interesting and for bring partners in and/or employees. I would say that the fact that we were able to make the auction agreement, purchase agreement when the price of nickel was up $4.0 – $4.50. Definitively, helps us now that the price of nickel has gone up to$8.0 – $8.50. So that’s all good things. One of the major point that makes us unique presently is the fact that we have been able to interest the Cree community of Nemaska, which is about 50 kilometers west of the center of our property to be an investor, active investor in the company. They all now own about 8% of the company and they are very, very full mining, active with us. So there is no foreseeable problem of accessibility and/or manpower there. The Cree community of Nemaska is about 700 people, quite young and they really like to work.

WSR: And so walk us through your background and experience of key and that of some of the management team at Nemaska?

Guy Bourassa: As for myself, I’m a lawyer by trade since 1983. Since 1985, I’ve been involved with mining, exploration companies. I’ve also acted as President of the gold producing mine, industrial minerals of some other kind and been involved in mostly as securities lawyer, getting listed on the Montreal Exchange at the time most of the junior exploration companies were active in Quebec. So, I have a fairly good knowledge of the game. We have a Senior Consultant with us Mr. Claude Britt, well known, renowned as a geologist. Judy Baker as an External Director, she was the former President of Canada Lithium Corporation. She is the one that brought all of the lithium expertise in CLQ last summer. She joined our Board in October and that makes the principal persons around the company.

WSR: What are some of the goals and milestones, and objectives that the team hopes to accomplish for the company over the next 12 months?

Guy Bourassa: Well, our milestones for the next 12 months are quite clear. We’ve got two major projects to advance. First, we finance the next year $3.5 million exploration budget, it’s all funded. We are going to be doing about 15,000 meters, over 50,000 feet of drilling within the next 10-12 months. First the lithium project before the end of this spring, we will have the resource calculation out, metallurgical test is underway. After we finish drilling in March on the lithium project, we are going to start increasing or proving the extension of depth of the mineralized zone of the Nisk deposit. Our goal is to double that panel, bringing it from 3 to 5 to 6 million tonnes. But the rest of the summer, and the fall we will concentrate on the 40-kilometer extension to the east of the Nisk deposit where we’ve identified already 10 additional targets that have the same signature as the Nisk deposit. So our goal obviously is to prove that at least one or two of these targets, contain economic values of nickel, copper and PGE. If we do succeed, it’s going to be the opening of a new mining camp. So, the Nisk deposit itself, already had the metallurgical test done in 2008. We will be doing an update on this metallurgical test before the end of the summer. So, with all the drilling that we are going to do on the Nisk deposit, we will have a new resource calculation out some time September, October. So our feasibility study could be out some time October, November.

WSR: So, you recently IPOed on the end of last year, and just listed on the TSX Venture today. So, why should investors consider Nemaska Exploration?

Guy Bourassa: If you just take the comparables on the lithium aspect of the company, which is may be the one that is most interesting presently on the market. We have done the IPO at about 50% discount to the closest comparable in the lithium industry presently. So, today we are still trading about 50% discount to our closest comparable. So, if somebody is interested in getting involved in a lithium project with some company, definitely you should look carefully at us.

WSR: So once again joining us today is Guy Bourassa, the CEO of Nemaska Exploration, which trades on the TSX Venture, the ticker symbol is NMX. So, before we conclude Guy, why should investors consider NMX, Nemaska Exploration as a good long-term investment opportunity?

Guy Bourassa: Because we have an advanced project in lithium, it’s going to be proving itself over the next 4-6 months. We have got the control over 70 kilometers of the very unique green belt polymetallic formation. We already have a nickel deposit that will extend, and the blue sky to find additional answers that will open a new mining camp.

WSR: Well, we certainly do look forward to continuing to track the company’s growth and report on your upcoming progress. I like to thank you for taking the time to join us today and to bring our investors up to speed on Nemaska.

Guy Bourassa: Well, thank you very much for your time.

[Kaschmirkanzler]

Joe Dwek Management Consultants 2007 Inc. verkaufen weiterhin ihre Positionen ab:

Nemaska Exploration Inc. (NMX) As of January 23rd, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Jan 21/11 Jan 19/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -90,000 $0.600
Jan 19/11 Jan 14/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -40,000 $0.530
Jan 14/11 Jan 12/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -50,000 $0.500
Jan 13/11 Jan 11/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -250,000 $0.500
Jan 10/11 Jan 06/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -75,000 $0.550
Jan 07/11 Jan 05/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -50,000 $0.570
Jan 06/11 Jan 04/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -135,500 $0.590
Jan 05/11 Dec 24/10 Baker, Judith Catharine Direct Ownership Options achat d'actions 50 - Grant of options 250,000 $0.530
Dec 29/10 Dec 24/10 Baril, Michel Direct Ownership Options achat d'actions 50 - Grant of options 400,000 $0.530
Dec 29/10 Dec 24/10 Lessard, René Direct Ownership Options achat d'actions 50 - Grant of options 250,000 $0.530

[VodkaLemon]

Antwort auf Beitrag Nr.: 40.914.191 von Kaschmirkanzler am 24.01.11 15:53:55

wieso schmeisst dieser drecksack von dwek nicht seine ganzen aktien auf einmal dann wäre endlich ruhe

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 40.917.231 von VodkaLemon am 24.01.11 22:45:01

Alles nur eine Frage der Zeit. NMX wird seinen Weg machen.

Weitere Verkäufe von Joe Dwek :
Nemaska Exploration Inc. (NMX) As of January 24th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Jan 24/11 Jan 20/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -40,000 $0.630
Jan 21/11 Jan 19/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -90,000 $0.600
Jan 19/11 Jan 14/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -40,000 $0.530

[recession]

Antwort auf Beitrag Nr.: 40.918.711 von Kaschmirkanzler am 25.01.11 10:23:03

Wirklich!!! Warum verkaufte Dwek seine shares nicht am 19, 20 januar wenn 1M volume war, dann haette das auf SP kein einfluss genommen. Er verkauft mehr an Tagen, wenn volume klein ist. Macht keinen Sinn.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 40.922.535 von recession am 25.01.11 18:21:30

am 19 Jan. hat Dwek 90.000 Aktien verkauft.
Habe mal die IR Tante von NMX auf die kontinuierlichen Verkäufe von Dwek angesetzt. Sie will dies mit dem CEO besprechen.

[Erni09]

Antwort auf Beitrag Nr.: 40.922.535 von recession am 25.01.11 18:21:30

vielleicht war er kaffe trinken.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 40.918.711 von Kaschmirkanzler am 25.01.11 10:23:03

und täglich grüßt das Murmeltier ....

Nemaska Exploration Inc. (NMX) As of January 25th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Jan 25/11 Jan 21/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -90,500 $0.610
Jan 24/11 Jan 20/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -40,000 $0.630
Jan 21/11 Jan 19/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -90,000 $0.600

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 40.925.590 von Kaschmirkanzler am 26.01.11 09:19:36

seit dem 4 Januar 2011 sind 820.500 Aktien von Dwek verkauft worden!

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 40.925.793 von Kaschmirkanzler am 26.01.11 09:42:44

same procedure as every day:

Nemaska Exploration Inc. (NMX) As of January 26th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Jan 26/11 Jan 24/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -109,500 $0.610
Jan 25/11 Jan 21/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -90,500 $0.610
Jan 24/11 Jan 20/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -40,000 $0.630

damit sind 930.000 Aktien seit dem 4 Januar 2011 von Dwek verkauft worden.

[recession]

Antwort auf Beitrag Nr.: 40.934.336 von Kaschmirkanzler am 27.01.11 11:06:14

Das konnte noch eine weile dauren bis Dwek alles verkauft. Unter 0.5 wird er nicht gehen.

[Erni09]

Zitat von recession: Das konnte noch eine weile dauren bis Dwek alles verkauft. Unter 0.5 wird er nicht gehen.

wie viele aktien hat er?

[recession]

Antwort auf Beitrag Nr.: 40.936.221 von Erni09 am 27.01.11 15:06:07

Ich weiss nicht wo ich das nachschauen kann.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 40.934.336 von Kaschmirkanzler am 27.01.11 11:06:14

zur Vervollständigung:

Nemaska Exploration Inc. (NMX) As of January 27th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Jan 27/11 Jan 25/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -25,000 $0.600

Gesamt seit 4 Jan 2011: 955.000 Aktien

[MFC500]

Man sollte aber auch nicht übersehen, daß die Aktie vorgestern trotz all seiner Verkäufe ein neues 12-Monatshoch erreichte.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 40.950.452 von MFC500 am 30.01.11 17:05:20

Richtig.
Sehe den Abverkauf durch Dwek auch nur als ein Intermezzo. Dennoch sollen hier alle Fakten dargestellt werden.

Weiterer Verkauf am 2. Februar:

Nemaska Exploration Inc. (NMX) As of February 6th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Feb 05/11 Feb 02/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -37,000 $0.580
Jan 27/11 Jan 25/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -25,000 $0.600

[Kaschmirkanzler]

NMX gute Ergebnisse von Whabouchi Lithium Projekt:

Nemaska Exploration Reports Wide High Grade Channel Samples From Whabouchi Lithium Project

35.3m at 2.05% Li2O, 39m at 1.73% Li2O, 38m at 1.63% Li2O and 43.1m at 1.58% Li2O

QUEBEC, CANADA, Feb 08, 2011 (MARKETWIRE via COMTEX News Network) --
(TSX VENTURE: NMX)(OTCBB: NMKEF) - NEMASKA EXPLORATION INC. ("Nemaska" or the "Corporation") announces the results of 45 channel samples, totalling 556 m of samples taken during the months of October and November 2010 on its Whabouchi property.

During this campaign, the Company exposed more than 1,970m of pegmatite by digging eighteen (18) trenches and mechanical stripping the area. These trenches, spaced at 50 to 100 meters apart, covered 1,050 meters laterally of the spodumene bearing pegmatite dykes.

"These trenches and channel samples confirm the exceptional grade and width of the deposit and that the grade continues to improve significantly as we move to the east where the resource remains open," commented Guy Bourassa, President and CEO of Nemaska. "To date, the density of the drilling has been concentrated on the western portion of the deposit. These results confirm the potential to find additional higher grade zones to the East."

The summary of the channels and results obtained are reproduced in the above table and the details can be found in the map that can be accessed at http://media3.marketwire.com/docs/Whabouchi.pdf:

Trench Channel From To Length Li Li2O (m) (%) (%)-----------------------------------------------------------R-125 R-125-d 0 1 1 0.92 1.98 R-125-e 0 2 2 0.98 2.10-----------------------------------------------------------R-225 R-225-b 0 3.1 3.1 0.68 1.46 R-225-f 0 14.5 14.5 0.72 1.56-----------------------------------------------------------R-275 R-275-c 1 9.2 8.2 0.85 1.83 R-275-f 1 19.9 18.9 0.89 1.92----------------------------------------------------------- R-325-a 0 6 6 0.76 1.64R-325 R-325-e 1 44.1 43.1 0.73 1.58 R-325-f 0 19 19 0.88 1.90----------------------------------------------------------- R-375-a 1.1 3.3 2.2 0.56 1.21 R-375-b 4 6.1 2.1 0.50 1.08R-375 R-375-c 0 2.6 2.6 0.80 1.73 R-375-d 0.9 5.9 5 0.73 1.57 R-375-g 0.8 34 33.2 0.68 1.46----------------------------------------------------------- R-425-a 1 6 5 0.65 1.39 R-425-b 1 9.8 8.8 0.73 1.58R-425 R-425-c 1 2.1 1.1 0.91 1.96 R-425-d 4 6.7 2.7 0.79 1.69 R-425-e 0 20.5 20.5 0.90 1.94----------------------------------------------------------- R-475-a 1 18.4 17.4 0.83 1.78R-475 R-475-b 1 14.5 13.5 0.89 1.92 R-475-d 0 19.4 19.4 0.77 1.66----------------------------------------------------------- R-525-a 1 3.4 2.4 0.85 1.84R-525 R-525-b 1 40 39 0.80 1.73 R-525-f 0 22.2 22.2 0.52 1.12-----------------------------------------------------------R-575 R-575-b 0 38 38 0.76 1.63 R-575-c 1 8 7 0.84 1.80-----------------------------------------------------------R-650 R-650-a 0 35.3 35.3 0.95 2.05 R-650-c 1 21.2 20.2 0.72 1.55-----------------------------------------------------------R-750 R-750-a 5 12 7 1.18 2.55 R-750-b 1 12.2 11.2 0.73 1.57-----------------------------------------------------------R-800 R-800-a 3 14.9 11.9 0.75 1.62 R-800-b 1 16.1 15.1 0.73 1.57-----------------------------------------------------------R-850 R-850-a 5 11.8 6.8 0.90 1.94 R-850-b 1 17.5 16.5 0.81 1.74-----------------------------------------------------------R-900 R-900-a 6 10.2 4.2 1.07 2.31 R-900-b 1 21 20 0.73 1.58----------------------------------------------------------- R-DS1a 0 7.7 7.7 0.64 1.37R-RS1 R-DS1b 1 19.4 18.4 1.01 2.18 R-DS1c 0 2.7 2.7 1.02 2.19-----------------------------------------------------------R-RS2 R-DS2b 0 8.6 8.6 0.94 2.03----------------------------------------------------------- R-DS3a 1 7 6 1.04 2.24R-RS3 R-DS3b 0 3.8 3.8 0.79 1.70 R-DS3c 0 7.8 7.8 1.13 2.43-----------------------------------------------------------R-DSNP R-DSNP 0 4.7 4.7 0.98 2.11-----------------------------------------------------------
The results obtained from this sampling add to the level of confidence of the continuity of the pegmatite zones forming the Whabouchi Deposit and confirm the consistency of the grade and the lateral continuity of the spodumene bearing pegmatite zones. In total, including the initial stripping and channel sampling work initiated in October 2009, the deposit is now covered by 34 trenches with a 50m spacing covering laterally 1,300m. To date, 63 channels have been completed and 844 samples collected.

These results, coupled with the results of the current drill program, will allow Nemaska to update the resources estimate done by SGS Geostat in May 2010. As of January 31 2011, 5,530 m of drilling was completed in 33 holes. The results of these drill holes are pending.

The samples have been shipped for preparation (crushing and pulverization) to the lab of Table Jamesienne de Concertation Miniere (TJCM) in Chibougamau. The prepared samples will then be sent by courier to the Lakefield laboratory of SGS Mineral Services in Lakefield, Ontario, for lithium, beryllium and rubidium analysis. This laboratory is recognized by industry and accredited ISO/MEC 17025: 2005 by the Canadian Council of standards. Nemaska Exploration implements a rigorous quality control protocol to its operations, including the insertion of analytical control samples, duplicates and blanks and the follow-up on the results of these assays.

The technical sections of this press release have been prepared and reviewed by Yvan Bussieres, Eng., qualified person as defined in National instrument 43-101.

About Nemaska

Nemaska Exploration Inc. is a mineral exploration company involved in the James Bay region of Quebec. Its main assets are the Whabouchi (about 1,716 hectares), Lac Levac (about 9,200 hectares), Lac Arques (about 39,470 hectares), and Lac des Montagnes (about 12,740 hectares) properties, all 100 % owned. These properties are contiguous and cover about 85 km of the Lac des Montagnes green belt polymetallic formation. They are easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and are located near the Cree community of Nemaska and the Nemiscau airport.

Neither 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.

The statements herein that are not historical facts are forward-looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward-looking statement.

Contacts: Guy Bourassa President 418-704-6038 [e-mail] Wanda Cutler Investor Relations 416-303-6460 [e-mail]

[Kaschmirkanzler]

hier ist der Link auf die Internetseite von NMX:
http://www.nemaskaexploration.com/documents/news/Nemaska_com…

[MFC500]

Antwort auf Beitrag Nr.: 41.004.988 von Kaschmirkanzler am 08.02.11 19:45:39

gute Werte. Sehr positiv ist auch, daß sich die hochgradige Vererzeung gen Osten fortzusetzen scheint

[VodkaLemon]

Antwort auf Beitrag Nr.: 41.005.038 von MFC500 am 08.02.11 19:50:54

was bringen uns aber gute news und super werte wenn sich der kurs nicht von der stelle bewegt ... sehr frustrierend sowas !

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.005.531 von VodkaLemon am 08.02.11 20:57:56

wenn man kurzfristige Sprünge erwartet, ist es frustrierend.
Wenn man etwas Zeit mitbringt, wird man hier noch Bewegung im Kurs sehen.
Irgendwann werden die Verkäufer sich den hoffentlich weiterhin guten Nachrichten geschlagen geben müssen.

[VodkaLemon]

Antwort auf Beitrag Nr.: 41.005.690 von Kaschmirkanzler am 08.02.11 21:23:10

ja da stimme ich dir zu einfach liegen lassen und nicht immer auf den kurs kucken ... sollte man normalerweise so machen

[Kaschmirkanzler]

... es geht weiter ...

Nemaska Exploration Inc. (NMX) As of February 8th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Feb 08/11 Feb 04/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -34,000 $0.590
Feb 05/11 Feb 02/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -37,000 $0.580
Jan 27/11 Jan 25/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -25,000 $0.600

Gehe auch davon aus, dass von Dwek gestern die guten Nachrichten zum weiteren Abverkauf genutzt wurden.

Leider hat NMX die Ergenisse der Scoping-Arbeiten mit mehr als ein Monat Verspätung (zum angekündigten Zeitpunkt) veröffentlich.

[grasgruener]

Dwek ist ein kurzfrist-Investor geworden und langsam bin ich froh das er rausgeht!
ist besser für NMX!

[recession]

Antwort auf Beitrag Nr.: 41.007.530 von grasgruener am 09.02.11 09:59:37

Dwek druckt den preiss an dem tagen wenn volume klein ist. Er hat sehr wenig verkauft in den tagen wenn volume ueber 1M war. Ich hoffe er wird rausfliegen wenn kaufdruck zunimmt. Jemand weiss wieviel shares er noch hat?

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.013.955 von recession am 10.02.11 00:05:38

Habe keine Infos gefunden, wieviele Aktien Dwek noch hält.

Es geht weiter:

Nemaska Exploration Inc. (NMX) As of February 9th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Feb 09/11 Feb 07/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -25,000 $0.570
Feb 08/11 Feb 04/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -34,000 $0.590

[Kaschmirkanzler]

NMX hat eine neue Präsentation eingestellt:
http://www.nemaskaexploration.com/documents/NemaskaExplorati…

[Erni09]

aktuelle daten, wer kann dazu etwas sagen?

Nemaska Exploration Inc. (NMX) As of February 11th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price

Feb 11/11 Feb 09/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Warrants 90 - Change in the nature of ownership 390,250 $0.800

Feb 11/11 Feb 09/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Warrants 90 - Change in the nature of ownership -390,250

Feb 11/11 Feb 09/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 90 - Change in the nature of ownership 780,500

Feb 11/11 Feb 09/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 90 - Change in the nature of ownership -780,500

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.030.425 von Erni09 am 12.02.11 21:19:55

kann auch nicht genau sagen, was es für NMX bedeutet. Jedenfalls wurden Beteiligungen von Dwek an NMX geändert, z.B. von indirektem zu direktem Halten.

Um mehr über die Warrants und die Aktien zu erfahren lohnt sich eine Blick in den Prospekt vom 18 Dez 2009:

"Each A Unit consists of 1,250 common shares in the capital of the Corporation to be issued as flow-through shares within the meaning of the Income Tax Act (Canada) (the “Flow-Through Shares”) at a price of $0.64 per Flow-Through Share, 400 common shares in the capital of the Corporation (the “Common Shares”) at a price of $0.50 per Common Share and 825 common share purchase warrants.
Each B Unit consists of 1,000 Common Shares at a price of $0.50 per Common Share and 1,000 common share purchase warrants.
Each C Unit consists of 3,500 Flow-Through Shares and 1,750 common share purchase warrants."

Price:
$1,000 per A Unit
$500 per B Unit
$2,240 per C Unit

“Warrants” means the common share purchase warrants comprised in the A Units, B Units
and C Units being offered for sale under this Prospectus, each of which entitles its
holder to purchase one Common Share at a price of $0.80 at any time prior to 5:00
p.m. (Montreal time) on the date that is 24 months following the Closing Date,
subject to the acceleration provision.

http://www.nemaskaexploration.com/documents/5jan_Prospectus%…

---

NR vom 31 Dez 2009:

NEMASKA EXPLORATION CLOSES $5,226,760 WITH ITS INITIAL PUBLIC OFFERING.
Quebec City, December 31st, 2009 – NEMASKA EXPLORATION INC. (“Nemaska” or the “Corporation”) announces that it has closed today its initial public offering launched on December 18, 2009 (the “Offering”) for an amount of $5,226,760. CTI Capital Securities Inc. acted as agent (the “Agent”) in connection with the Offering, which was conducted in Alberta, British Columbia, Ontario, and Quebec. The common shares of Nemaska (the “Common Shares”) are expected to begin trading on the TSX Venture Exchange under the symbol NMX during the week of January 11, 2010. Following the Closing, the Corporation has a total exploration budget of $3,472,160 to start the year
“Due to the tight timeline we had to close the Offering, we are particularly proud of the result and foresee the next year with a feverish optimism, mainly because of the recent results on the Whabouchi property” commented Mr. Guy Bourassa, President and Chief Executive Officer. “I would also like to mention the important and essential role played by the current shareholders of the Corporation, over 130, in the success of the Offering. Due to this team work and effort, the Corporation is moving to a new level of development”.
At the closing of the Offering (the “Closing”), Nemaska issued 2,523 “A” Units, 2,500 “B” Units, and 649 “C” Units. Each “A” Unit consisted of 1,250 flow-through Common Shares (“Flow-Through Shares”) at a price of $0.64 per share, 400 Common Shares at a price of $0.50 per share, and 825 common share purchase warrants (“Warrants”). Each “B” Unit consisted of 1,000 Common Shares at a price of $0.50 per share and 1,000 Warrants. Each “C” Unit, available only for subscriptions equal to or greater than $150,000, consisted of 3,500 Flow-Through Shares and 1,750 Warrants. Subject to an acceleration clause, each Warrant entitles its holder to purchase one Common Share at any time for a period of 24 months after Closing at a price of $0.80 per share. Each Flow-Through Share entitles its holder to receive certain income tax deductions, as outlined in the Company’s prospectus dated December 18, 2009.

---

Damit sollten die Warrants letztmalig am 31 Dezember 2011 zu Can$0.80 eingelöst werden können. Der Kurs müßte damit spätestens am Ende des Jahres erheblich über Can$0.80 liegen (oder in kürzester Zeit nach der Wandlung in Aktien) erwartet werden), um diese Warrants als gutes Investment ansehen zu können. Sollten die Warrants eingetauscht werden, werden wir einen Kurs über Can$0.80 sehen. Sollten die Warrants nicht eingetauscht werden, sinkt die Verwässerung ganz erheblich.

Risiko besteht in der Umqualifizierung der Warrants, insbesondere durch geplanten Split!

[Kaschmirkanzler]

Dwek verkauft weiter:
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Feb 14/11 Feb 10/11 Joe Dwek Management Consultants 2007 Inc. Control or Direction Common Shares 10 - Disposition in the public market -87,500 $0.550

[Erni09]

Antwort auf Beitrag Nr.: 41.035.862 von Kaschmirkanzler am 14.02.11 15:46:27

danke dir.

[VodkaLemon]

Antwort auf Beitrag Nr.: 41.040.298 von Kaschmirkanzler am 15.02.11 09:42:45

bin letzte woche bei einer aktie eingstiegen bei der dwek gerade kauft habs aber gestern erst gesehn dass der da auch mit drinsteckt ... handelt sich um frontline gold - empfohlen von stockreport .

http://www.wallstreet-online.de/aktien/9042614/diskussionen

dwek deckt sich dort gerade ein seit anfang februar :

http://www.wallstreet-online.de/aktien/9042614/diskussionen" target="_blank" rel="nofollow ugc noopener">http://www.wallstreet-online.de/aktien/9042614/diskussionen


hier noch ein artikel mit meinungen über dwek :

http://www.pinnacledigest.com/blog/frank-tabbert/joe-dwek-ma…

[Kaschmirkanzler]

Dwek hat den Namen gewechselt, verkauft aber weiter:

Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Feb 17/11 Feb 15/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -50,000 $0.550
Feb 14/11 Feb 10/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -87,500 $0.550

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.030.425 von Erni09 am 12.02.11 21:19:55

jetzt kann man dazu etwas sagen:

Aus Joe Dwek Management Consultants 2007 Inc. wurde Consolidated International Investment Holdings Inc.. Dabei ist offen, ob dies durch Namensänderung oder Übertragung innerhalb einer Gruppe erfolgt ist.
Damit ist klar, dass Dwek am 9 Feb 2011 immer noch (mindestens) 780500 Aktien und weitere 390,250 Warrant, die nach mir bekannter Lage zu USD 0,80 in Aktien getauscht werden können, hielt.
Seit dem 9 Februar sind weitere 137.500 verkauft worden.

[VodkaLemon]

Antwort auf Beitrag Nr.: 41.064.385 von Kaschmirkanzler am 18.02.11 11:08:41

hm was soll man da noch sagen dazu ... falls sich bei NMX das kaufvolumen nicht deutlich erhöht hat dwek es in der hand den kurs zu kontrollieren bei der hohen stückzahl die er noch hält ... das kann noch einige monate dauern bis der alles verkauft hat ... eben schon wieder den kurs um 10% gedrückt mit über 60K ... sehr frustrierend so wird dieses aktie nie steigen.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.064.385 von Kaschmirkanzler am 18.02.11 11:08:41

Der Verkauf durch Dwek geht weiter:

Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Feb 23/11 Feb 18/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -65,000 $0.540

Seit dem 9 Februar 2011, zu dem Dwek noch (mindestens) 780500 Aktien und weitere 390,250 Warrant hielt (dazu Posting 41.064.385 vom 18 Februar 2011 11:08:41), sind insgesamt weitere 202.500 verkauft worden.

[Rokky100]

Antwort auf Beitrag Nr.: 41.100.089 von Kaschmirkanzler am 24.02.11 15:07:40

hab das gerade bei einer anderen Aktie mitgemacht, der kauft sich schön rein bei den Junior Explorern und verkauft sehr lange seine Stücke in den Markt und kontrolliert damit den Kurs.

Rokky

[oddl84]

Antwort auf Beitrag Nr.: 41.069.609 von VodkaLemon am 18.02.11 21:47:45

Über kurz oder lang wird der Kurs den Wert des Unternehmnes wiederspiegeln, egal wer jetzt noch in welchem Maß den Kurs drückt, d.h. sollte NMX seine Ziele erreichen können und Li in großen Mengen produzieren (weshalb man als Anleger ja sein teures Geld investiert) und Gewinne generieren ein niedriges KGV erreichen, so wird sich der Kurs dem anpassen. Bei übertrieben niedrigen Kursen kann man daher, sofern man überzeugt ist, beruhigt nachlegen.

[Erni09]

Antwort auf Beitrag Nr.: 41.113.707 von oddl84 am 27.02.11 16:13:48

keine frage sonst hätte sich Consolidated International Investment Holdings Inc nicht die warrants zu 0,80$ gesichert.

ich nehme an das die chinesen sogar die aktien von Consolidated International aufgefangen haben.

[Kaschmirkanzler]

Dwek hat immer noch nicht alles abverkauft:

Feb 27/11 Feb 24/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -95,500 $0.540

Damit sind seit dem 9 Februar 2011, zu dem Dwek noch (mindestens) 780500 Aktien und weitere 390,250 Warrant hielt (dazu Posting 41.064.385 vom 18 Februar 2011 11:08:41), insgesamt weitere 298.000 verkauft worden.

XXXXXX

Aus der Gerüchtekücke: Der chinesische Investor ist wohl ein bekannter Produzent von Lithium. Sollte daher positiv aufgenommen werden.

[Kaschmirkanzler]

Dwek verschiebt die Warrants innerhalb der Gruppe (verschiedene Fonds?)

Feb 28/11 Feb 25/11 Consolidated International Investment Holdings Inc. Control or Direction Warrants 90 - Change in the nature of ownership 240,000 $0.500
Feb 28/11 Feb 25/11 Consolidated International Investment Holdings Inc. Control or Direction Warrants 90 - Change in the nature of ownership 227,150 $0.640
Feb 28/11 Feb 25/11 Consolidated International Investment Holdings Inc. Control or Direction Warrants 90 - Change in the nature of ownership 90,000 $0.500
Feb 28/11 Aug 23/10 Consolidated International Investment Holdings Inc. Control or Direction Warrants 00 - Opening Balance-Initial SEDI Report
Feb 28/11 Feb 25/11 Consolidated International Investment Holdings Inc. Control or Direction Warrants 90 - Change in the nature of ownership -557,150

[Erni09]

ich bekomme bei canadianinside keinen wert mehr unter dem kürzel nmx angezeigt?????

[VodkaLemon]

Antwort auf Beitrag Nr.: 41.123.676 von Erni09 am 01.03.11 11:07:27

scheint generell nicht mehr zu funktionieren bei allen werten die man eingibt ... mal abwarten vll. gehts demnächst wieder .

[Erni09]

Antwort auf Beitrag Nr.: 41.123.822 von VodkaLemon am 01.03.11 11:25:28

ok danke.

[MFC500]

ein neuer Q.-Bericht

http://www.sedar.com/GetFile.do?lang=EN&docClass=7&issuerNo=…

http://www.sedar.com/GetFile.do?lang=EN&docClass=5&issuerNo=…

[Kaschmirkanzler]

NMX wird per Sippenhaft abverkauft. Canada Lithium hat vorgestern gemeldet, dass bei interner Überprüfung des Ressourcengutachtens nach NI43-101 herausgestellt hat, dass diese falsch ist und die Ressourcen nach unten zu korrigieren sind.

[Erni09]

Antwort auf Beitrag Nr.: 41.142.335 von Kaschmirkanzler am 03.03.11 17:38:43

hatte mich gewundert weshalb die bewertung, dort so gut lag.

bedeutet für mich einer weniger.

[Erni09]

Antwort auf Beitrag Nr.: 41.142.470 von Erni09 am 03.03.11 17:56:36

100 tagelinie wurde getestet dürfte drehen.

die warrants zu 0,80 werden sicher nicht verfallen.

[MFC500]

Antwort auf Beitrag Nr.: 41.142.335 von Kaschmirkanzler am 03.03.11 17:38:43

Sippenhaft - wäre natürlich möglich, ist aber Spekulation. Müsste man mal eine Reihe von Lithiumwerten ansehen, wie diese sich schlagen.

[Kaschmirkanzler]

Ich weiß nicht was den Kurs heute treibt, aber NMX hat heute ein überzeugendes Reversal hingelegt.
Mal sehen, was die nächsten Tage an Nachrichten bringen.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.142.744 von MFC500 am 03.03.11 18:31:10

CLQ ist heute nach einer klarstellenden Nachricht um knapp 40 % gesteigen. Deshalb wohl auch der Kursverlauf von NMX mit einem guten Finish.

[Kaschmirkanzler]

Handel ausgesetzt, vorher ist der bid auf 0,60 Can$ angezogen! Wird spannend, was es zu melden gibt.

XXXXXX

Investment Industry Regulatory Organization of Canada - Trading Halt - Nemaska Exploration Inc - NMX


Investment Industry Regulatory Organization of Canada - Trading Halt - Nemaska Exploration Inc - NMX
Canada NewsWire

VANCOUVER, March 4

VANCOUVER, March 4 /CNW/ - The following issues have been halted by Investment Industry Regulatory Organization of Canada (IIROC):

Issuer Name: Nemaska Exploration Inc.
TSX-V Ticker Symbol: NMX
Time of Halt: 8:57 E.S.T.
Reason for Halt: Company Request Pending News

[VodkaLemon]

Antwort auf Beitrag Nr.: 41.148.447 von Kaschmirkanzler am 04.03.11 15:32:46

bin gespannt und hoffe auf was positives

[VodkaLemon]

beim letzten halt war um 20.30 uhr unserer zeit die trade resumption ... könnte heute auch so sein ... gehe von guten news aus nachdem der kurs gestern vorab schon so stark anstieg

[VodkaLemon]

bisher noch keine news ... könnte auch sein dass diese erst nachbörslich oder nä. woche kommen ... warten wirs ab

[Kaschmirkanzler]

Nemaska Exploration Closes $3.7 Million Private Placement With Chengdu Tianqi Industry Group

QUEBEC CITY, QUEBEC, Mar 04, 2011 (MARKETWIRE via COMTEX News Network) --
(TSX VENTURE: NMX)(OTCBB: NMKEF)(FRANKFURT: NOT) NEMASKA EXPLORATION INC. ("Nemaska" or the "Corporation") is pleased to announce that it has closed, under escrow, a $3.7 million private placement with an absolute controlled subsidiary of Chengdu Tianqi Industry Group Co., Ltd. ("Tianqi Group" or "Tianqi"). Tianqi Group is the parent company of Sichuan Tianqi Lithium Industries Inc., the largest lithium battery material provider in China that uses ore (spodumene concentrate) as its raw material to produce, among other products, lithium carbonate. Through its subsidiaries, Tianqi has captured a significant share of the Chinese lithium market and forged long-term relationships with the majority of Chinese battery manufacturers. Simultaneously they have created an international sales network covering multiple countries, in a proactive move to expand outside China in anticipation of the growing demand for lithium batteries.

"Our team conducted extensive due diligence on Nemaska before making our investment decision and our geologist and lithium experts were very pleased with the drilling, metallurgy and technical reporting done by Nemaska to date," commented Vivian Wu, Vice President of Corporate Development of Tianqi Group. "Our customers have communicated an increasing demand for our lithium products and accordingly we sought to diversify our supply. As with our customers, we build long term relationships with our suppliers and we view this investment as a first step in strategic supply discussions with Nemaska as it progresses towards becoming a spodumene concentrate producer."

Guy Bourassa, President and CEO of Nemaska Exploration, said "With this investment, Tianqi now holds 10% of all of the issued and outstanding shares of Nemaska, a significant position in the Corporation and a validation of our business plan to be first to market with new production. We look forward to a long and productive relationship."

Under the terms of the subscription agreement previously announced on January 4, 2011, the absolute controlled subsidiary of Tianqi will receive 7,370,468 common shares (the "Shares") of Nemaska at a price of $0.50 per Share and 4,963,050 share purchase warrants (the "Warrants") for aggregate gross proceeds of $3,685,234 (the "Private Placement"). Each Warrant entitles its holder to purchase until March 5, 2012, one additional Share at an exercise price of $0.61 per Share. The TSX Venture Exchange (the "Exchange") has conditionally approved the Private Placement. The securities to be issued will be subject to a hold period of 4 months plus one day in Canada. Following closing of the Private Placement, Tianqi will indirectly become an insider of the Corporation. Therefore, the Private Placement has been completed in escrow, subject to the confirmation of the suitability of Tianqi's insiders by the Exchange, which is expected within the next three weeks.

Dundee Securities Corporation acted as the sole agent in this Private Placement and will receive a cash commission equal to 4.5% of the gross proceeds of the Private Placement and compensation warrants equal to 4.5 % of the Shares, each such warrant entitling it to purchase, until March 5, 2011, one additional Share at an exercise price of $0.50 per Share.

About Nemaska

Nemaska Exploration Inc. is a mineral exploration company involved in the James Bay region of Quebec. Its main assets are the Whabouchi (about 1,716 hectares), Lac Levac (about 9,200 hectares), Lac Arques (about 39,470 hectares), and Lac des Montagnes (about 12,740 hectares) properties, all 100 % owned. These properties are contiguous and cover about 85 km of the Lac des Montagnes green belt polymetallic formation. They are easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and are located near the Cree community of Nemaska and the Nemiscau airport.

About Tianqi Group

Chengdu Tianqi Industry Group Co., Ltd. is an integrated company group involved in three main business areas: lithium compounds, minerals and agricultural machinery. The company has its headquarters in Chengdu City, the economic hub of south-west China. With its branches, production and resource bases located in Shehong, Ya'an, Ganzi, Montreal and Amsterdam, the company has positioned itself to become a leading raw material provider for the new energy industry, and a provider of agricultural machinery with international competitiveness.

Tianqi Group is the absolute controlling shareholder of Tianqi Lithium.

About Tianqi Lithium

Sichuan Tianqi Lithium Industries Inc. (Shenzhen: 002466) is the world largest lithium chemical producer that converts from hard rock lithium concentrates. With its devotion of more than ten years to the research, production and sales of lithium compounds and chemicals, the company now offers a diverse product portfolio ranging from carbonate to lithium metal meeting almost all kinds of raw material demand of battery producers.

Tianqi Lithium holds a significant market share and is one of the most important raw material providers for the new energy industry in China. Through its international sales network the company is also on its way to respond to the increasing demand around the globe.

Neither 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.

The statements herein that are not historical facts are forward-looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward-looking statement, except as required by applicable laws.

Contacts:Nemaska Exploration Inc.Guy BourassaPresident and [e-mail] RelationsWanda [e-mail] Tianqi Industry Group Co., Ltd.Vivian WuCorporate Development+86 (28) [e-mail]
SOURCE: Nemaska Exploration Inc.

mailto:[e-mail] mailto:[e-mail] mailto:[e-mail]

Copyright 2011 Marketwire, Inc., All rights reserved.

[Erni09]

fetter investor, wir sitzen auf einer mega chance.

[MFC500]

Erfreulich, daß der Investor nun auch bekannt gemacht wurde. Warum es dazu eines TH bedurfte erschließt sich mir zwar nicht - die Kapitalerhöhung war ja bekannt - aber was soll´s. Leider gibt es keine Aussagen darüber, ob bzw ggf welche weitergehenden Pläne der neue Investor hat.

[Erni09]

Antwort auf Beitrag Nr.: 41.151.270 von MFC500 am 04.03.11 21:48:45

du scheinst recht zu haben ,ich finde jetzt erst zeit die newsa zu vergleichen, dürfte die gleiche sein nur das der inverstor jetzt dabei steht?

[MFC500]

Antwort auf Beitrag Nr.: 41.151.534 von Erni09 am 04.03.11 23:08:51

definitiv, es steht auch drin "Under the terms of the subscription agreement previously announced on January 4, 2011, the absolute controlled subsidiary of Tianqi will receive 7,370,468 common shares..."

[Erni09]

scheinbar wieder ein tradinghalt, laut forum finanzen.net???



Investment Industry Regulatory Organization of Canada - Trade Resumption - Nemaska Exploration Inc. - NMX - V

VANCOUVER, March 7 /CNW/ - Trading resumes in:


Issuer Name: Nemaska Exploration Inc.
TSX-V Ticker Symbol: NMX - V
Resumption Time: 9:30 am EST

http://micro.newswire.ca/release.cgi?rkey=1903078476&view=70…

[Erni09]

Antwort auf Beitrag Nr.: 41.159.456 von Erni09 am 07.03.11 17:09:50

das ist falsch

Trade Resumption

[Kaschmirkanzler]

Was ist denn hier los?
Nach der sehr guten Nachricht über den Einstieg eines chinesischen Lithiumherstellers wird abverkauft als ob es kein Morgen für die Aktie gäbe.

[Erni09]

die news (naja news nicht ganz) ist sehr spät gekommen, die 20 tagelinie hat die 38 und 50 gebrochen was als ein verkaufsingal ist.

[Erni09]

Antwort auf Beitrag Nr.: 41.160.667 von Erni09 am 07.03.11 19:46:21

mir scheint es hier wird mit verkaufsingnalen gespielt um die shorts zu decken, bevor sie ausbricht.

[MFC500]

der Einstieg der Chinesen war ja bekannt, also nicht neu. Lediglich der Name des Investor wurde nun bekanntgegeben. Für den gestrigen Absturz gibt es keine (bekannten) unternehmensspezifischen Gründe.

[recession]

Antwort auf Beitrag Nr.: 41.162.066 von MFC500 am 08.03.11 07:52:40

Bei solchen (schon laengst eingepreisten news) ist es logisch, dass kurs nach trading halt runtergeht. Die news waren halt nicht so big wie erwartet. Wenn der kurs bis 0.45 runtergeht werde ich zulegen.

[Kaschmirkanzler]

Dwek hat weiter verkauft:

Nemaska Exploration Inc. (NMX) As of March 9th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Mar 09/11 Mar 07/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -100,000 $0.600

[Kaschmirkanzler]

Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Mar 10/11 Mar 08/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -80,500 $0.520
Mar 09/11 Mar 07/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -100,000 $0.600

[MFC500]

Nemaska Exploration Plans to Transfer Its Non Lithium Related Assets to a Subsidiary and Nominates Yves Caron as Vice-President Exploration

17.03.11

Nemaska announces that it has created a wholly owned subsidiary, Monarques Resources Inc. ("Monarques"), with the intention of transferring all of its non lithium related assets, in exchange for shares. Monarques intends to raise its own capital to fund the exploration work on its properties. The transfer of the Lac Levac, Lac des Montagnes and Lac Arques properties is subject to regulatory authorities' approval and conditional on the closing of a financing of a minimum of $1.8M. After the transfer, Nemaska will become a pure lithium company retaining its advanced stage Whabouchi project and its highly prospective Sirmac property as well as its holding in Monarques.

The Lac Levac (about 9,200 hectares), Lac Arques (about 39,470 hectares), and Lac des Montagnes (about 12,740 hectares) properties are contiguous and cover about 85 km of the Lac des Montagnes green belt polymetallic formation in the James Bay region in the Province of Quebec. They are easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and are located near the Cree community of Nemaska and the Nemiscau airport. The Lac Levac property holds the Nisk-1 nickel-copper-PGE deposit on which resources have been released and confirmed by a NI 43-101 report.

"Nemaska is in a unique position of controlling 100 percent of about 85 km of a polymetallic greenstone belt in the Lower James Bay Region, Province of Quebec. The Whabouchi lithium project has been our main focus since the company's initial public offering and we have advanced it at a rapid pace. We believe the best way for Nemaska shareholders to realise the exploration potential of the mineral assets of the remaining properties is to create a new company that is focused on exploring them. Funds raised by Monarques will be spent on exploring a number of high priority targets including the Nisk 1 nickel deposit," commented Mr. Guy Bourassa, President and CEO of Nemaska.

Nemaska also announces the nomination of Mr. Yves Caron as Vice President Exploration. Mr Caron will act as Vice President Exploration for both Nemaska Exploration and Monarques Resources. Geologist with a Master's Degree in Earth Science, Mr. Caron has over 20 years of experience in mining exploration. Mr. Caron has served from project geologist to project manager and consultant geoscientist with numerous organizations and has designed and led important exploration campaigns for different commodities including diamond, uranium, gold and base metals. Most recently, he has acted as senior project manager with North American Palladium Ltd. at the Sleeping Giant mine. Mr. Caron is also director of the Company since October 2008.

"We are very glad to have Mr. Caron join and lead our technical team. With his extensive experience in mining exploration, Mr. Caron will bring a significant expertise to both companies. We are committed to building a permanent exploration team and to continue exploration work on all of our properties." added Mr. Bourassa

http://finance.yahoo.com/news/Nemaska-Exploration-Plans-to-c…

[MFC500]

Nemaska Exploration Confirms the Closing with Tianqi Group and Filing on SEDAR of Its Preliminary Economic Assessment on Whabouchi Project

17.03.11

Nemaska confirms that the closing of the$ 3,7M$ private placement with a subsidiary of Chengdu Tianqi Industry, announced initially under escrow on March 4, has been completed and that the Company has received payment for the placement.

Nemaska also confirms that the technical report on the preliminary economic assessment for the production of spodumene concentrate from the Whabouchi project, of which the results have been announced by press release on January 19, has been filed on SEDAR. This preliminary economic assessment has been prepared by the independent firm Equapolar Consultants Limited.

http://finance.yahoo.com/news/Nemaska-Exploration-Confirms-c…

[Erni09]

die shorts zahlen gehen runter, nachdem seit dezember letzten jahr langsam stück für stück angestiegen sind und anfang märz auf dem höchstpunkt waren.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.236.809 von Erni09 am 19.03.11 20:00:04

Kannst Du genauere Zahlen zu den Short Positionen reinstellen?
Danke.

[Erni09]

Antwort auf Beitrag Nr.: 41.240.580 von Kaschmirkanzler am 21.03.11 11:37:11

hier schau mal.

http://www.dailyfinance.com/company/nemaska-exploration-inc/…

lässt mich meinen das sie für den deal den kurs unten gehalten haben.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.240.657 von Erni09 am 21.03.11 11:46:22

danke.

CEO kaufte vorgestern 1000 NMX Aktien. Nicht viel, aber ein Anfang.

Nemaska Exploration Inc. (NMX) As of March 23rd, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Mar 23/11 Mar 22/11 Bourassa, Guy Georges Direct Ownership Common Shares 10 - Acquisition in the public market 1,000 $0.480

[Kaschmirkanzler]

Ersten (12) Ergebnisse von infill Bohrungen sind da:


Nemaska's Whabouchi Lithium Project Continues To Produce Wide High-Grade Drill Results

QUEBEC CITY, QUEBEC, Mar 24, 2011 (MARKETWIRE via COMTEX News Network) --
Nemaska Exploration Inc. ("Nemaska" or the"Corporation") (TSX VENTURE: NMX)(OTCBB: NMKEF)(FRANKFURT: NOT) is pleased to announce the initial results from 12 holes of its current 48 holes (10,000 metre) drill program on its 100% owned Whabouchi project. The Company has drilled 36 holes (7,600 metres) to date at Whabouchi and is expecting to complete the program by the end of April 2011. These results confirm the impressive width of the main mineralized zone as well as its grade and confirm the presence of parallel zones to the South. Highlights include: 76.7 m at 1.73% Li2O, 77.3 m at 1.67% Li2O, 72.7 m at 1.61% Li2O, 42.5 m at 1.80% Li2O and 28.2 m at 2.18% Li2O.

"The high-grade and exceptional width of these results are as expected and are part of an infill drill program that was recommended by independent consultants in a preliminary economic assessment of our project earlier this year," commented Mr. Guy Bourassa, President and CEO. "The results support our current NI 43-101 resource estimate prepared by Mr. Andre Laferriere, M.Sc., P. Geo. of SGS Geostat in May 2010, and should result in an increase in the measured, indicated and inferred categories. " He continued, "Unlike many lithium hard rock deposits, Whabouchi is a large straight-forward ore body with a homogeneous grade. So far, these key features have enabled us to fast track our exploration to date and rapidly move the project towards feasibility and production. With a strategic Chinese investor already involved we are also on track to market spodumene concentrate to Asian markets."

The intersections from the first 12 holes are reported in the table below:

---------------------------------------------------------------------------- Core True To length widthSection Hole From (m) (m) (m) (m) Li2O % Be ppm Rb ppm----------------------------------------------------------------------------6+75 E WHA-10-67 90.8 146.3 55.5 52.0 1.55 163 1310----------------------------------------------------------------------------6+75 E WHA-10-68 176.9 184.8 7.9 7.2 1.58 124 2236----------------------------------------------------------------------------6+75 E 192.2 200.9 8.7 7.9 1.45 112 619----------------------------------------------------------------------------6+75 E 209.7 230.1 20.4 18.6 1.65 139 1134----------------------------------------------------------------------------6+50 E WHA-10-69 169.4 232.7 63.3 52.7 1.21 112 385----------------------------------------------------------------------------6+25 E WHA-10-70 110.9 180.0 69.1 58.8 1.16 92 629----------------------------------------------------------------------------6+00 E WHA-10-71 136.5 142.3 5.8 4.0 1.48 166 1010----------------------------------------------------------------------------6+00 E 157.0 234.0 77.0 53.0 1.36 122 1333----------------------------------------------------------------------------5+75 E WHA-10-73 87.9 91.7 3.8 2.8 1.63 115 890----------------------------------------------------------------------------5+75 E 104.3 120.4 16.1 11.9 1.70 164 1298----------------------------------------------------------------------------5+75 E 136.5 174.6 38.1 28.2 2.18 163 954----------------------------------------------------------------------------5+75 E WHA-10-74 173 176.0 3.0 2.7 1.20 158 1133----------------------------------------------------------------------------5+75 E 186.7 266.0 79.3 72.7 1.61 148 1108----------------------------------------------------------------------------5+50 E WHA-10-75 103.4 107.0 3.6 3.2 1.83 157 1106----------------------------------------------------------------------------5+50 E 113.7 202.0 88.3 77.3 1.67 133 971----------------------------------------------------------------------------5+00 E WHA-10-76 79.0 85.4 6.4 5.5 1.60 124 2071----------------------------------------------------------------------------5+00 E 103.9 107.0 3.1 2.7 1.62 112 1384----------------------------------------------------------------------------5+00 E 112.7 202.0 89.3 76.7 1.73 135 1096----------------------------------------------------------------------------3+75 E WHA-10-77 8.0 10.0 2 1.8 1.62 144 1163----------------------------------------------------------------------------3+75 E 24.5 30.5 6 5.3 1.36 134 1123----------------------------------------------------------------------------3+75 E 65.5 75.0 9.5 8.4 1.56 148 1102----------------------------------------------------------------------------3+75 E 118.0 162.9 44.9 39.7 1.87 138 1312----------------------------------------------------------------------------3+75 E 169.8 176.0 6.2 5.5 2.31 145 608----------------------------------------------------------------------------3+25 E WHA-10-78 16.2 29.0 12.8 10.6 1.85 128 1276----------------------------------------------------------------------------3+25 E 65.5 74.6 9.1 7.5 1.65 109 1331----------------------------------------------------------------------------3+25 E 126.0 177.3 51.3 42.5 1.80 131 1173----------------------------------------------------------------------------4+25 E WHA-10-79 28.2 31.4 3.2 2.6 1.68 198 683----------------------------------------------------------------------------4+25 E 109.6 162.0 52.4 41.9 1.55 134 1805----------------------------------------------------------------------------
The Company has reported the intersection lengths as well as the best estimates of the true widths given the current understanding of the geology. The drill holes are aiming at an average azimuth of 330 degrees and a dip of 50 degrees. The pegmatite bands have generally an azimuth of 060 degrees and a South-East dip of 70 degrees to 80 degrees.

All samples have been shipped to the Table Jamesienne de Concertation Miniere ("TJCM") in Chibougamau, Quebec, for preparation process: inventory, drying, weigh, crushing, split and pulverization. The pulverized portions were then sent by secured courier to either the laboratory of SGS Mineral Services in Don Mills, Ontario ("SGS"), or to the ALS Chemex facilities in North Vancouver, British-Colombia ("ALS"), for lithium, beryllium and rubidium analysis by Inductively Coupled Plasma methods. These laboratories are recognized by the industry and accredited ISO/MEC 17025 by the Standards Council of Canada. In addition to the quality assurance and quality control ("QA/QC") employed by SGS and ALS, Nemaska Exploration develops a rigorous QA/QC protocol to its operations, including the insertion of analytical standard samples, duplicates and coarse silica blanks on a systematic basis. To determine the QC warning, +/-2x Std.Dev., and QC failure +/-3x Std.Dev. were used. QC results did not highlight any significant analytical bias.

The technical sections of this press release have been prepared by Yvan Bussieres, P. Eng and reviewed by Yves Caron, M.Sc., P. Geo., qualified persons as defined in National instrument 43-101.

About Nemaska

Nemaska Exploration Inc. is a mineral exploration company involved in the James Bay region of Quebec. Its main assets are the Whabouchi (about 1,716 hectares), Lac Levac (about 9,200 hectares), Lac Arques (about 39,470 hectares), and Lac des Montagnes (about 12,740 hectares) properties, all 100 % owned. These properties are contiguous and cover about 85 km of the Lac des Montagnes green belt polymetallic formation. They are easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and are located near the Cree community of Nemaska and the Nemiscau airport.

The statements herein that are not historical facts are forward-looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward-looking statement.

Neither 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.

Contacts: Nemaska Exploration Inc. Guy Bourassa President 418-704-6038 [e-mail] Investor Relations Wanda Cutler 416-303-6460 [e-mail]

SOURCE: Nemaska Exploration Inc.

mailto:[e-mail] mailto:[e-mail]

Copyright 2011 Marketwire, Inc., All rights reserved.

[MFC500]

- sehr gute Bohrergebnisse

- Aktienkauf des Vorstandes: will der die Anleger veräppeln mit seinem 480-Dollar-Investment?

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.260.558 von MFC500 am 24.03.11 15:28:22

Ob der CEO wegen Insiderwissen überhaupt kaufen durfte?
Ich sehe dies eher als eine günstige Möglichkeit des CEO an, Insiderkäufe und damit eine positive Einstellung des Managements zur Zukuft von MNX zu veröffentlichen.
Volumen hätte höher sein können, jedoch lag der Gesamtumsatz in NMX Aktien an dem Tag unter 30.000.

22. Mär 2011 0,48 0,49 0,48 0,49 29.000 0,49

[MFC500]

Antwort auf Beitrag Nr.: 41.260.957 von Kaschmirkanzler am 24.03.11 16:26:36

sorry, aber aus einem Investment von 480 Dollar kann man überhaupt nichts ableiten

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.261.084 von MFC500 am 24.03.11 16:40:31

Zur Vervollständigung (auch wenn sich die Summe diese Mal auf sensationelle 250 C$ bezieht:

Nemaska Exploration Inc. (NMX) As of March 28th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Mar 28/11 Mar 24/11 Bourassa, Guy Georges Direct Ownership Common Shares 10 - Acquisition in the public market 500 $0.500

[MFC500]

Antwort auf Beitrag Nr.: 41.281.250 von Kaschmirkanzler am 29.03.11 11:04:53

Hat er das Sparschwein seiner Kinder geknackt? Man fragt sich wirklich, was das soll. So etwas taugt weder als persönliche Investition, noch als Signal an den Markt.

[MFC500]

Nemaska Exploration to Transfer its Non-Lithium Related Assets to Monarques Resources Inc.

March 31, 2011

Nemaska announces that it has signed a Conditional Asset sale agreement (Conditional Asset sale agreement) with its wholly owned subsidiary, Monarques Resources Inc. The Conditional Asset sale agreement concerns all the non-lithium related assets held by Nemaska and are comprised of the Lac Levac, Lac des Montagnes and Lac Arques properties. The sale is conditional on the closing of a financing of a minimum of $2M and is subject to regulatory authorities' approval. This is an all share transaction. The sale price is $7.5M, payable in shares of Monarques at a price of $0.40 a share or 18,750,000 shares of Monarques. The number of shares to be received by Nemaska will be adjusted to reflect Monarques' final financing price if lower than $0.40. The $7.5M sales price represents the book value, of these assets as of the date of the closing.

Nemaska intends to distribute to its shareholders, after the closing of Monarques' IPO, 3,685,645 of the shares received from the sale of its non-lithium assets.

After the closing of the Conditional Asset sale agreement, Nemaska will retain its core assets, the Whabouchi and Sirmac properties, and its holding in Monarques. Nemaska is expected to remain the largest shareholder of Monarques, post financing.

"The signing of the Conditional Asset sale agreement is our latest step towards having the financial markets recognize the value of Nemaska's non-lithium assets," commented Mr. Guy Bourassa, President and CEO of Nemaska. "With the Monarques'IPO, we believe we will be able to raise sufficient funds to begin a more aggressive exploration program of these assets and start to realize their full potential. In addition, with respect to our Whabouchi lithium project, we have made impressive progress advancing the development of this asset. We have successfully completed a preliminary economic assessment, have begun a feasibility study and added a major China-based lithium end-user in Chengdu Tianqi Industry Group as a strategic shareholder in Nemaska. With this substantial advancement of Whabouchi, it is now an appropriate time to proceed with the Monarques'IPO to separate our non-lithium exploration projects."

Monarques Resources Inc. intends to file within the following weeks, its preliminary prospectus. The public offering will involve a minimum offering of $2M with a syndicate of agents led by Industrial Alliance Securities Inc., and including Dundee Securities Inc. (collectively, the "Agents"). The Agents are to act on a best effort basis for this offering. Details of the offering will be released on filing of the preliminary prospectus.

About the non-lithium assets to be sold to Monarques

The Lac Levac (approx. 9,200 hectares), Lac Arques (approx. 39,470 hectares), and Lac des Montagnes (approx. 12,740 hectares) properties are contiguous and cover approximately 85 km of the Lac des Montagnes green belt polymetallic formation in the James Bay region in the Province of Quebec. They are easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and are located near the Cree community of Nemaska and the Nemiscau airport. The Lac Levac property holds the Nisk-1 nickel-copper-PGE deposit on which resources have been released and confirmed by a NI 43-101 report.

http://finance.yahoo.com/news/Nemaska-Exploration-to-ccn-184…

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.296.991 von MFC500 am 31.03.11 15:22:06

Hoffentlich wird das alles so umgesetzt wie geplant. Dann sollten die NMX Aktionäre für jede 10 NMX Aktien eine Aktie der Monarques Resources Inc. bekommen.

Orderbuch sieht positiv aus.

[Erni09]

die offenen shorts gehen weiter runter.


http://www.dailyfinance.com/company/nemaska-exploration-inc/…

[Kaschmirkanzler]

Neue Präsentation:
http://www.nemaskaexploration.com/documents/PPT_Web_April_EN…

[MFC500]

09.04.11

Nemaska Exploration Live @ PDAC

Resource Intelligence Interviews Nemaska´s Guy Bourassa, President and CEO
Explore and Evaluate Nemaska Exploration's projects http://shareknow.net/companies/2724


RI: Your Whabouchi Property is a fascinating project and it's in a great location in Quebec. Would you give investors an overview of what this lithium project is and what it means to investors?

GB: We've got the third-largest lithium deposit in the world and the second richest with a 43-101 resource estimate. It is well located with existing infrastructure, it's accessible by road year-round and it has electricity with more power than we need. 700 people live about 40 kilometers west, which is the Cree community of Nemaska.

RI: It's a lithium and beryllium project. You've done a scoping study not long ago. What would the mine life be and what is the potential value of that for investors?

GB: Initially we outlined a 15 year mine life producing 1 million tonnes of ore a year, which was roughly 200,000 tonnes of concentrate per year. We're talking a value of approximately $180 million NPV.

RI: That's just the lithium and you're still looking at the beryllium to see if that could add value.

GB: Yes. Initially we concentrated our metallurgical testing on the main product which is the lithium and we will be conducting additional tests to see how we could recover a beryllium concentrate, but there is no credit in the actual net present value for any beryllium.

RI: You halted your stock on some very good news recently. A 10% interest taken up by a major player in the lithium sector?

GB: Last Friday we announced an important Chinese group, Tianqi Lithium Group, who are the third-largest lithium producers in the world with the largest transformer of lithium oxide to all of the lithium products.

RI: So, having a lithium transformer is important to Nemaska because it's essential to take the lithium ore and transform it into carbonate or other forms, and these are located primarily in China?

GB: Yes. In the world of lithium everybody talks about lithium carbonate because it is the main use for batteries. Everything is a converted into lithium carbonate equivalent and 85 percent of the lithium carbonate in the world is produced by three players in South America. The other 15 percent comes from the transformation of lithium oxide. There are six players in China that do that and they all import their product from elsewhere, mainly from Australia.

We looked at the market last year when we were realizing the size of the deposit and we decided that strategically it would be better to try to be an ally of the six Chinese players instead of being one additional competitor to 10 or 11 players around the world producing lithium carbonate and other lithium products. At the same time the Australian government announced that it has the intention of putting a 40 percent mining tax on all mining projects.

RI: In that case, you're ideally located to provide China with lithium ores, and you're also close to North American and European markets which are both buyers of the project.

GB: One of the increases for the demand of lithium products is going to be batteries and there is not presently a producer in North America for that. So geographically and politically if you want to divert your risk, Canada and Quebec is very well located for that.

RI: The Fraser Institute talks about Quebec as being one of the best mining jurisdictions in the world so you could not be better located. Explorers often smile because they get a tax refund on exploration dollars, is that correct?

GB: Yes. The flow-through shares, as we call them, where all of the cost of exploration can be rebated by up to 150 percent if you transfer the tax credit to the investor. If you are a mining company or exploration company and you do spend your own money and you don't transfer the tax rebate to your investor you get up to 42 percent from the Quebec government to help you continue exploration.

RI: What are the steps coming up to prove to investors that this is a project that you can bring through to production?

GB: Firstly, we moved the project from just historical showings in 2009 to a preliminary economic assessment in less than 15 months. We are currently finishing 10,000 metres of additional drilling that will update the current resource estimate. We will be starting a 50-tonne pilot plant metallurgical test in the third week of May to optimize the metallurgical recovery, and to be able to design the planned concentration plant. We will then be able to complete a full feasibility study in September or October of 2011. Our goal is to be able to produce, ship and sell concentrate to China by the end of 2012.

RI: How well-funded is Nemaska for future exploration?

GB: Presently, with the closing that we announced with the Chinese group, we have over $9 million available which is more than enough to complete the full feasibility study and enough money to continue exploration on the rest of the property and have general administration costs taken care of for probably two years.

RI: I see you're trading at $0.52 a share and you haven't made a lot of movement lately. What do you think investors want to see before you see another leg up on your journey?

GB: I suppose that within the next couple of days and weeks we will try to make people really understand what the association with the Tianqi Lithium Group means and how important it is. It's important because in the industrial mineral world it doesn't matter how big your deposit is, it matters if you have somebody interested in buying your product. We're showing here that we're teaming up with buyers who need supply who want to diversify. The next step may be a long-term supply agreement with our Chinese partner.


http://www.articlesbase.com/public-company-articles/nemaska-…

[MFC500]

Erneut sehr gute Bohrergebnisse:

Nemaska Continues to Report Wide High-Grade Intersections from Whabouchi Lithium Project

45.9 m at 2.13% Li2O
85.0 m at 1.69% Li2O
63.8 m at 1.44% Li2O

ausführlich mit Tabelle: http://finance.yahoo.com/news/Nemaska-Continues-to-Report-cc…

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.350.601 von MFC500 am 11.04.11 19:43:25

weiterhin gute bestätigende Bohrergebnisse.

DWEK verkauft weiter:
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Apr 11/11 Apr 07/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -80,000 $0.490
Apr 04/11 Mar 31/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -49,500 $0.490

D.h. DWEK hat am 7April etwa die Hälfte des Tagesumsatzes ausgemacht. Bin mal gespannt, wieviele der knapp 350k Stück gestern aus dem Depot von DWEK stammen.

[recession]

Antwort auf Beitrag Nr.: 41.353.241 von Kaschmirkanzler am 12.04.11 11:14:13

Ich glaube DWEK hat nicht viel von NMX common shares ins Depot. Sollte in einem Monat rausfliegen und dann ist endlich Ruhe.

[MFC500]

Nemaska Continues to Report High-Grade Intersections From Whabouchi Lithium Project

25.5 m at 2.28% Li2O, 23.0 m at 1.92% Li2O and 11.9 m at 2.36% Li2O

Apr. 20, 2011

Nemaska is pleased to continue reporting the results from 5 additional holes of its drill program recently completed on its 100% owned Whabouchi project. In total 8,909 metres have been drilled in 43 holes. The results continue to illustrate the high-grade of the main mineralized zone and confirm the presence of smaller dykes to the South of the Main zone. Highlights include: 25.5 m at 2.28% Li2O, 23.0 m at 1.92% Li2O and 11.9 m at 2.36% Li2O. The results of the initial 17 holes have been released on March 24 and April 11, 2011.

The intersections from these 5 holes are as follows:

weiter: http://tmx.quotemedia.com/article.php?newsid=40505770&qm_sym…

[MFC500]

Apr. 20, 2011

Nemaska confirms that its recently formed subsidiary, Monarques Resources Inc. ("Monarques") has obtained a receipt for its preliminary prospectus for an offering of a minimum of $2,000,000 comprised of 2,500,000 units at a price of $0.40 per Unit and 2,000,000 common shares in the capital of Monarques, to be issued as "Flow-Through Shares", at a price of $0.50 per Flow-Through Share. The aggregate value of the subscription to Units shall be equal or greater than the value of the subscription for Flow-Though Shares received. Each Unit consists of one Common Share at a price of $0.40 per Common Share and one-half (1/2) of one common share purchase warrant. Each Warrant will entitle its holder to purchase one Common Share at a price of $0.45 at the latest any time prior to 5:00 p.m. (Eastearn time) on the date that is 18 months following the closing date. This offering is made through Industrial Alliance Securities Inc. and Dundee Securities Ltd. acting as agents, on a best efforts basis, in the provinces of Quebec, Ontario, Alberta and British Columbia. You can obtain a copy of the preliminary prospectus from Industrial Alliance Securities Inc. 2200 McGill college Avenue, suite 350, Montreal (Quebec) H3A 3P8 or from Dundee Securities Ltd. 1 Adelaide East, suite 2200, Toronto (Ontario) M5C 2V9. There will not be any sale or any acceptance of an offer to buy the securities until a receipt for the final prospectus has been issued. The Corporation has also applied to list its shares on the TSX Venture Exchange.

Monarques has agreed to conditionally purchase all rights, titles and interests owned by Nemaska in the Lac Arques, Lac des Montagnes and Lac Levac properties for a purchase price of $7,500,000 by issuing, as at the closing date of its initial public offering, an aggregate of 18,750,000 Common Shares at a price of $0.40 per Common Share. Of the 18,750,000 Common Shares, Nemaska intends to distribute 3,685,645 Common Shares to its shareholders as a dividend. The closing date of the records to determine the shareholders allowed to receive the proposed dividend will not be known until the closing of Monarques' initial public offering has been completed.

http://tmx.quotemedia.com/article.php?newsid=40505140&qm_sym…

[Erni09]

die short zahlen gehen weiter runter, dachte aber es wären mehr zurück gekauft.

[Erni09]

Zitat von Erni09: die short zahlen gehen weiter runter, dachte aber es wären mehr zurück gekauft.

link vergessen.

http://www.dailyfinance.com/company/nemaska-exploration-inc/…

[Erni09]

es gibt neue einträge.

Apr 26/11 Mar 11/11 TQC Group (Netherlands) Coöperatief U.A. Direct Ownership Warrants 00 - Opening Balance-Initial SEDI Report

Apr 26/11 Mar 11/11 TQC Group (Netherlands) Coöperatief U.A. Direct Ownership Common Shares 00 - Opening Balance-Initial SEDI Report

http://www.canadianinsider.com/coReport/allTransactions.php?…

[Kaschmirkanzler]

Neue Ergebnisse von den Bohrungen auf Whabouchi:

http://www.stockhouse.com/pfolio.aspx?frame=/pfolio_v2.asp%3…

Nemaska Continues to Report Excellent Width and High-Grade Intersections From its Whabouchi Lithium Project

QUEBEC CITY, QUEBEC, Apr 27, 2011 (MARKETWIRE via COMTEX News Network) --
Nemaska Exploration Inc. ("Nemaska") or the "Corporation"), (TSX VENTURE: NMX) (OTCBB: NMKEF) (FRANKFURT: NOT) is pleased to report the results from 10 additional holes of its drill program recently completed on its 100% owned Whabouchi project. In total 8,909 metres have been drilled in 43 holes. The results continue to illustrate the high-grade nature of the main mineralized zone and confirm the presence of smaller dykes to the South of the Main zone. Highlights include: 53.5 m at 1.81% Li2O, 39.6 m at 1.56% Li2O, 13.5 m at 1.81% Li2O and 17.0 m at 1.71% Li2O. The results of the initial 22 holes have been released on March 24, April 11 and 20, 2011.

The intersections equal to or greater than 5 m from 10 holes are as follows:

-------------------------------------------------------------------------- Core True To length widthSection Hole From (m) (m) (m) (m) Li2O %--------------------------------------------------------------------------7+75 E WHA-11-90 43.8 60.9 17.1 15.0 1.68--------------------------------------------------------------------------7+75 E 70.0 75.3 5.3 4.6 1.47--------------------------------------------------------------------------8+25 E WHA-11-91 60.3 74.0 13.7 11.9 1.45--------------------------------------------------------------------------8+25 E 79.1 90.9 11.8 10.2 1.02--------------------------------------------------------------------------8+50 E WHA-11-92 62.8 78.3 15.5 13.5 1.81--------------------------------------------------------------------------8+50 E WHA-11-93 197.0 203.0 6.0 5.2 1.50--------------------------------------------------------------------------8+50 E 205.7 216.5 10.8 9.4 1.93--------------------------------------------------------------------------8+50 E WHA-11-94 110.6 117.0 6.4 5.0 1.89--------------------------------------------------------------------------8+50 E 133.0 148.2 15.2 11.9 1.57--------------------------------------------------------------------------7+50 E WHA-11-95 174.3 181.0 6.7 5.4 1.71--------------------------------------------------------------------------7+50 E 184.3 194.0 9.7 7.8 2.52--------------------------------------------------------------------------5+25 E WHA-11-96 206.6 264.0 57.4 53.3 1.81--------------------------------------------------------------------------6+50 E WHA-11-97 288.6 295.0 6.4 4.8 1.68--------------------------------------------------------------------------6+50 E 309.6 316.0 6.4 4.8 1.66--------------------------------------------------------------------------6+50 E 335.3 354.2 18.9 14.2 1.46--------------------------------------------------------------------------4+75 E WHA-11-99 158.0 163.0 5.0 4.3 1.61--------------------------------------------------------------------------4+75 E 194.9 215.1 20.2 17.4 1.71--------------------------------------------------------------------------4+75 E 218.2 264.0 45.8 39.6 1.56--------------------------------------------------------------------------3+25 E WHA-11-102 150.0 170.0 20.0 16.4 1.58--------------------------------------------------------------------------3+25 E 251.7 260.0 8.3 6.8 1.76--------------------------------------------------------------------------
The Company has reported the intersection lengths as well as the best estimates of the true widths given the current understanding of the geology. The drill holes were done at an average azimuth of 330 degrees and a dip of 50 degrees. The pegmatite bands have generally an azimuth of 060 degrees and a South-East dip of 70 degrees to 80 degrees.

All samples have been shipped to the Table Jamesienne de Concertation Miniere ("TJCM") in Chibougamau, Quebec, for preparation process: inventory, drying, weigh, crushing, split and pulverization. The pulverized portions were then sent by secured courier to either the laboratory of SGS Mineral Services in Don Mills, Ontario ("SGS"), or to the ALS Chemex facilities in North Vancouver, British-Colombia ("ALS"), for lithium, beryllium and rubidium analysis by Inductively Coupled Plasma methods. These laboratories are recognized by the industry and accredited ISO/MEC 17025 by the Standards Council of Canada. In addition to the quality assurance and quality control ("QA/QC") employed by SGS and ALS, Nemaska Exploration develops a rigorous QA/QC protocol for its operators, including the insertion of analytical standard samples, duplicates and coarse silica blanks on a systematic basis. To determine the QC warning, +/-2x Std. Dev., and QC failure +/-3x Std. Dev. were used. QC results did not highlight any significant analytical bias.

The technical sections of this press release have been prepared by Yvan Bussieres, P. Eng and reviewed by Yves Caron, M.Sc., P. Geo., qualified persons as defined in National instrument 43-101.

About Nemaska

Nemaska Exploration Inc. is an exploration and development company with lithium/beryllium properties located in the James Bay region of Quebec. Nemaska is focused on the development of its 100% owned Whabouchi lithium deposit, for which a preliminary economic assessment was filed on January 19, 2011. The Whabouchi deposit is easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska is currently undertaking an initial public offering of its subsidiary Monarques Resources Inc. and expects to be Monarques largest shareholder. Upon completion of a successful IPO, Monarques will hold 100 % of the Lac Levac (about 9,200 hectares), Lac Arques (about 39,470 hectares), and Lac des Montagnes (about 12,740 hectares) properties. These properties are contiguous and cover about 85 km of the Lac des Montagnes polymetallic greenstone belt formation.

The statements herein that are not historical facts are forward-looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward-looking statement.

Neither 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.

Contacts: Nemaska Exploration Inc. Guy Bourassa President 418-704-6038 [e-mail] Wanda Cutler Investor Relations 416-303-6460 [e-mail]

SOURCE: Nemaska Exploration Inc.

mailto:[e-mail] mailto:[e-mail]

Copyright 2011 Marketwire, Inc., All rights reserved.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.416.724 von Erni09 am 27.04.11 14:20:18

erster Eindruck (ich kann keine chinesischen Schriftzeichen lesen!), dass diese niederländische Gesellschaft den Anteil an Nemaska für die Tianqi Gruppe hält:

http://www.tianqigroup.cn/news1.php

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.416.769 von Kaschmirkanzler am 27.04.11 14:28:00

Hier noch der Link auf die NMX Internetseite bezüglich der Bohrergebnisse:

http://www.nemaskaexploration.com/documents/news/Nemaska_com…

[MFC500]

Antwort auf Beitrag Nr.: 41.416.769 von Kaschmirkanzler am 27.04.11 14:28:00

erneut gute bis sehr gute Bohrergebnisse

[Kaschmirkanzler]

Angaben über Monarques Resources Inc (Spin-off von NMX) sind über
http://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issu…
abrufbar!

[Erni09]

Antwort auf Beitrag Nr.: 41.431.785 von Kaschmirkanzler am 29.04.11 19:51:34

Danke, gibt/gab es dazu einen Stichtag?

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.431.799 von Erni09 am 29.04.11 19:53:04

Auf die Schnelle habe ich im Prospekt keine Stichtage gesehen ...

[Erni09]

Antwort auf Beitrag Nr.: 41.432.077 von Kaschmirkanzler am 29.04.11 20:36:53

danke, ich schau über das wochenende auch mal rein.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.432.101 von Erni09 am 29.04.11 20:41:05

interessant sind auch die für die Bewertung gefertigten NI43-101 für die drei Grundstücke ....

[Erni09]

Antwort auf Beitrag Nr.: 41.432.166 von Kaschmirkanzler am 29.04.11 20:53:49

soweit wird wahrscheinlich mein englisch nicht reichen, ich versuche es aber mal.

[Erni09]

Hallo, ein mir bekannter user aber nicht hier investierter user hat mir gestern den chart zugesendet, diesen möchte ich euch nicht vorenthalten.

schauen wir mal, wir kennen ja dwek und das er gerne über 0,50 verkäuft.

[MFC500]

es geht voran

Nemaska Blasts a 50 Tonnes Bulk Sample at Whabouchi Lithium Project for Pilot Plant Testing

May 5, 2011

Nemaska is pleased to announce that it has blasted a 50 tonnes bulk sample on its Whabouchi lithium project for metallurgical pilot plant testing. The 50 tonnes sample comes from the main zone and is located in the R-575 trench where channel samples returned 1,65% Li2O over 37,5 metres (see press release February 8th, 2011). In addition to the material coming from the R-575 trench, the bulk sample will also include approximately 8 tonnes of drill core material that has been collected across the deposit as part of the recently completed 8,909 metre infill diamond drill program. The diamond drill program used large-diameter HQ size core to obtain more representative material for the pilot plant process.

The goal of the program is to produce a representative sample that will be used to feed a pilot plant to be done at SGS Lakefield facilities in Ontario. An optimized flow sheet from the initial bench scale tests conducted in fall 2010 (see press releases September 8th, and November 23rd, 2010) will be used to set up the pilot plant for running approximately 58 tonnes of ore throughput for production plant design. The program will also produce the engineering data for the metallurgical portion of the feasibility study and plant design phase. The pilot plant testing is scheduled to commence by the end of May. The spodumene concentrate, lithium carbonate and lithium hydroxide, produced from the pilot plant test will be used as commercial samples in Nemaska's on-going global marketing.

"This is a major step towards completing a full feasibility study and discussing offtake agreements with potential clients," commented Guy Bourassa, President and CEO of Nemaska Exploration. "We remain on track to have the definitive feasibility study completed by Fall 2011."

http://finance.yahoo.com/news/Nemaska-Blasts-a-50-Tonnes-ccn…

[recession]

Antwort auf Beitrag Nr.: 41.350.601 von MFC500 am 11.04.11 19:43:25

Na und? Nur Kurs reagiert nicht seit langen.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 41.460.690 von recession am 05.05.11 19:41:57

Leider drohen weitere Verkäufe von DWEK:

Nemaska Exploration Inc. (NMX) As of May 4th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
May 02/11 Apr 28/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -185,000 $0.470

[MFC500]

Die Kursentwicklung ist zweifelsohne unbefriedigend. Allerdings ist das tägliche Handelsvolumen auch relativ niedrig. Letztendlich sollten sich aber die Fundamentaldaten durchsetzen; und diese sind aus meiner Sicht unverändert gut

[recession]

Dwek hat noch etwa 2M shares. Verkauft bei jeder Gelegenheit. Befurchte hier ist kein upside bis er nicht alles verkauft. 2M shares ist ziemlich viel. Nun verkauft er unter 0.5 CAD Marke. Konnte noch jahr bis halbes jahr dauern bis er fertig ist. Also es wird warterei hier ohne grosartigen potential wegen Dwek.

[XIO]

Antwort auf Beitrag Nr.: 41.473.537 von recession am 09.05.11 15:56:23

Hallo, wer ist Dwek?

[Erni09]

Antwort auf Beitrag Nr.: 41.475.790 von XIO am 09.05.11 22:47:33

Dwek = Consolidated International Investment Holdings Inc.

ein insider der günstig aktien bekommen hatte und dem wir derzeit (zukünftige) die bodenbildung bei 0,50$ zu verdanken habe.

ich meine er hält auch optionen zu 0,80$

[Kaschmirkanzler]

hier ein neuer Research Report:
http://www.eresearch.ca/_report/NMX_051011-I.pdf
Wenn der Link nicht funktioniert, registrieren.

[MFC500]

Antwort auf Beitrag Nr.: 41.485.801 von Kaschmirkanzler am 11.05.11 15:29:02

May 11, 2011

Nemaska Exploration is a junior mining exploration company with five properties, two lithium and three non-lithium, in northern Quebec.

Nemaska is in the process of spinning off its non-lithium assets into a separate company while, at the same time, it is building on its relationship with its strategic partner, China's Tianqi Group, which could jump-start Nemaska's lithium business in China. Meanwhile, Nemaska is focused on bringing its Whabouchi lithium property, which is one of the world's largest lithium deposits, into production by 2013. Tianqi could provide needed financing for this endeavour.

We are initiating coverage of Nemaska with a Speculative Buy rating, and a Target Price of $0.95. The shares are suitable only for risk-tolerant investors.

This Press Release was prepared by eResearch and was not vetted by Nemaska Exploration Inc. Further, the Recommendation and Target Prices contained in this Press Release and in the Initiating Report are strictly those of eResearch and, due to securities laws, are not endorsed by Nemaska Exploration Inc.

eResearch is a primary source for professional investment research, focused primarily on small- and mid-cap companies. Our research and analysis is of institutional quality, and has the potential for reaching millions of global investors through our extensive electronic distribution network.

Nemaska Exploration Inc. paid eResearch a fee to conduct research on the Company, on an Annual Continuous Coverage basis.

http://finance.yahoo.com/news/eResearch-Issues-Initiating-cc…

[Kaschmirkanzler]

wir brauchen wohl noch ein wenig Geduld, da DWEK weiter verkauft:

Nemaska Exploration Inc. (NMX) As of May 10th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
May 10/11 May 06/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -200,000 $0.450
May 07/11 May 04/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -50,000 $0.450
May 06/11 May 03/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -50,000 $0.470
May 02/11 Apr 28/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 10 - Disposition in the public market -185,000 $0.470

Hier noch eine Übersicht über die Optionen und Warrants aus dem Research Report:

Warrants and Options as at December 31, 2010
Warrants
Exercise Expiry Potential
Number Price Date Comment Equity
4,285,714 $0.50 December 2011 Out-of-the-Money $2,142,857
5,717,225 $0.80 December 2011 Out-of-the-Money $4,573,780
4,232,500 $0.60 June 2012 Out-of-the-Money $2,539,500
16,734,500 $0.50 November 2012 Out-of-the-Money $8,367,250
30,969,939 $17,623,387
Options
Exercise Expiry Potential
Number Price Date Comment Equity
1,375,000 $0.15 3.8 years In-the-Money $206,250
62,500 $0.38 4.2 years In-the-Money $23,750
225,000 $0.40 0.7 years In-the-Money $90,000
750,000 $0.45 1.9 years In-the-Money $337,500
62,500 $0.48 4.2 years In-the-Money $30,000
912,500 $0.50 4.2 years Out-of-the-Money $456,250
62,500 $0.51 4.2 years Out-of-the-Money $31,875
2,100,000 $0.53 5.0 years Out-of-the-Money $1,113,000
5,550,000 $2,288,625

[Erni09]

hab ich aus stockhouse, also mühe geben sie sich.

http://www.investmentpitch.com/media/884/Nemaska_Exploration…

[MFC500]

Aktueller Q-Bericht

http://www.sedar.com/GetFile.do?lang=EN&docClass=5&issuerNo=…

http://www.sedar.com/GetFile.do?lang=EN&docClass=7&issuerNo=…

[MFC500]

erneut sehr erfreuliche Bohrergebnisse

Nemaska Announces Final Drill Results From Winter Drilling Program at Whabouchi Lithium Project
42.7 m at 1.83% Li2O
42.2 m at 1.61% Li2O
39.6 m at 1.56% Li2O and
23.8 m at 1.83% Li2O

http://finance.yahoo.com/news/Nemaska-Announces-Final-Drill-…

[MFC500]

ein Nachtrag

05/31/11

Nemaska is very pleased to confirm that it has completed the purchase of the $1M convertible debenture that it had issued in favour of Golden Goose Resources Inc., on January 15, 2010 as a partial payment for the purchase of the Lac Levac and Lac des Montagnes mining properties. Nemaska has paid a total amount of $925,000 in full payment of the debenture.

"With the purchase of this debenture our balance sheet is cleared of all debt and we remain well financed to take our Whabouchi project through the feasibility stage which is scheduled for completion by the end of the year," commented Mr. Guy Bourassa, President and CEO of Nemaska.

http://finance.yahoo.com/news/Nemaska-Redeems-the-1M-iw-2230…

[Erni09]

danke dir.

im grunde läuft alles super.

[MFC500]

June 03, 2011

Monarques Obtains Receipt for its Final Prospectus for its Public Offering of a Maximum of $6,000,000

Monarques announces that it has received a receipt for its final prospectus filed with the regulatory authorities in Québec, Ontario, Alberta and British Columbia, with respect to a public offering (i) of a minimum of $2,000,000 or a minimum of 2,000,000 common shares in the capital stock of Monarques, to be issued as "flow-through shares" within the meaning of the Income Tax act (Canada) (the "Flow-Through Shares"), at a price of $0.50 per Flow-Through Share, and a minimum of 2,500,000 units (the "Units") at a price of $0.40 per Unit and (ii) a maximum of $6,000,000 or a maximum of 8,000,000 Flow-Through Shares and a maximum of 5,000,000 Units (the "Offering"). Each Unit consists of one common share (the "Common Shares") of the capital stock of Monarques, at a price of $0.40 per Common Share, and one-half of one Common Share purchase warrant. Each warrant entitles its holder to purchase one Common Share, at a price of $0.45 per Common Share, on the date that is 18 months following the closing date of the Offering.

This Offering is made through Industrial Alliance Securities Inc. ("IAS") and Dundee Securities Ltd. ("Dundee"), acting as agents, on a commercially reasonable best-efforts basis and for the securities offering under the terms of the Monarques final prospectus. You can obtain a copy of the final prospectus from IAS, 2200, McGill College Avenue, Suite 350, Montréal, Québec, H3A 3P8 or from Dundee, 1, Adelaide East Street, Suite 2800, Toronto, Ontario, M5C 2V9. Investors should read the final prospectus before making an investment decision.

Monarques has agreed, conditional upon closing of the Offering, to purchase all rights, titles and interests owned by Nemaska Exploration Inc. ("Nemaska") in the Lac Arques, Lac des Montagnes and Lac Levac properties for a purchase price of $7,500,000 by issuing, as at the closing date of the Offering, an aggregate of 18,750,000 Common Shares at a price of $0.40 per Common Share. Nemaska intends to distribute 3,685,645 of these 18,750,000 Common Shares to its shareholders as a dividend. The record date to determine the shareholders allowed to receive the proposed dividend remains to be confirmed.

Monarques has also received, on May 31, 2011, a conditional listing approval from TSX Venture Exchange Inc. for the securities included in the Offering.

http://www.marketwire.com/press-release/monarques-obtains-re…

[XIO]

http://www.businessinsider.com/daniela-desormeaux-can-lithiu…

[EmKay20]

Antwort auf Beitrag Nr.: 41.610.053 von XIO am 06.06.11 21:31:36

liest sich nicht so schlecht @XIO....

aber am Ende des Artikels...

2) The following companies mentioned in the interview are sponsors of The Energy Report: Talison Lithium Ltd., Nemaska Exploration Inc., Western Lithium USA Corp.

fragt sich nur wieviel Wahrheit dort drin steckt

[XIO]

Antwort auf Beitrag Nr.: 41.610.225 von EmKay20 am 06.06.11 21:56:57

Gegen eine faire Auftragsbewertung hab ich nicht prinzipiell was einzuwenden.
So lange alles stimmt, was da steht.

[MFC500]

Antwort auf Beitrag Nr.: 41.610.379 von XIO am 06.06.11 22:18:31

da hast du teilweise Recht. Aber nur, weil alles stimmt, was da steht, bedeutet das noch lange nicht, daß es die ganze Wahrheit ist. Das Problem dieser Konstellationen ist doch grundsätzlich, daß die Objektivität nicht gewährleistet ist.

@EmKay20

Was sie sagt, trifft zu. Ein ganz wichtiger Punkt auch aus meiner Sicht ist das frühzeitige Einbinden eines strategischen Investors aus China. Damit steht zwar noch keine Finanzierung, aber die Chancen hierfür stehen ungleich besser, zumal durch das Offtake-Agreement

[MFC500]

07.06.11

Nemaska Announces Updated Resource Estimate on Whabouchi

http://www.stockhouse.com/News/CanadianReleasesDetail.aspx?n…

Auszug: "The revised resource estimate puts Whabouchi as the largest measured resource of spodumene in the world," commented Guy Bourassa, President and CEO of Nemaska. "With 25 million tonnes in the measured and indicated categories we now have a potential of 25 years of resources to mine. By upgrading the resource into the M&I categories we have demonstrated increased confidence in the estimate and we are now proceeding to the feasibility stage. This study is due for completion in the fall of this year."

[MFC500]

eResearch Raises Target Price on Nemaska Exploration

June 8, 2011

Nemaska is a junior mining exploration company with five properties, two lithium and three non-lithium, in northern Quebec.

Nemaska is in the process of spinning off its non-lithium assets into a separate company while, at the same time, it is building on its relationship with its strategic partner, China's Tianqi Group, which could jump-start Nemaska's lithium business in China. Meanwhile, Nemaska is focused on bringing its Whabouchi lithium property, which is one of the world's largest lithium deposits, into production by 2013. Tianqi could provide needed financing for this endeavour.

Nemaska has completed an updated NI 43-10 Technical Report on Whabouchi, significantly reclassifying the bulk of its Inferred resources to Measured or Indicated. The total M+I+I resource estimate increased 13%, although the average grade of Li2O slipped slightly. On the back of this substantial improvement in the resource estimate, we have reviewed our valuation methodologies, and are increasing our Target Price 10%, from $0.95 to $1.05. The shares remain a Speculative Buy, and are suitable only for risk-tolerant investors.

This Press Release was prepared by eResearch and was not vetted by Nemaska Exploration Inc. Further, the Recommendation and Target Prices contained in this Press Release and in all eResearch research reports on Nemaska are strictly those of eResearch and, due to securities laws, are not endorsed by Nemaska Exploration Inc.

eResearch is a primary source for professional investment research, focused primarily on small- and mid-cap companies. Our research and analysis is of institutional quality, and has the potential for reaching millions of global investors through our extensive electronic distribution network.

Nemaska Exploration Inc. paid eResearch a fee to conduct research on the Company, on an Annual Continuous Coverage basis.

For FREE access to all eResearch reports and articles, go to www.eresearch.ca.

Contacts

Bob Weir, CFA
eResearch
Managing Director, Research Services
[phone] Ext 221
[e-mail]
www.eresearch.ca

[XIO]

Update:
http://shareknow.net/companies/2724

[Kaschmirkanzler]

Dundee Initiates Coverage on Nemaska Exploration
Dundee Securities initiated coverage on Nemaska Exploration (OTC Other: NMKEF; TSX-V: NMX) today with a “Buy” rating and a 12-month target price of $1.10. This target price represents a 134% increase over the Company’s current share price of $0.47. Below is an excerpt from the report, a complete copy of which is available here.

“Nemaska Exploration’s Whabouchi hard-rock lithium project appears to be well on its way to a positive Definitive Feasibility Study at the end of this fiscal year and spodumene concentrate production by year end 2012. Nemaska anticipates production of over 200,000 t of 6.5% Li2O spodumene concentrate annually at gross margins of ~50%. Capital costs are estimated at US$86 million.

We view Nemaska as a relatively low technical risk way to play the lithium market as it plans to pass the processing risk on to its buyers. The Whabouchi hard rock spodumene deposit is amenable to conventional open-pit mining and processing. It does not have those processing complexities, particularly as a lithium concentrate producer, typically seen in its brine counterparts such as brine chemistry or evaporation pond management. Located in the mining friendlyprovinceofQuebec, the company enjoys excellent infrastructure and support from the Cree Nation community of Nemaska.”

We see this project as undervalued…. Nemaska currently trades at a 33% discount or an EV of C$28.59/t LCE compared to its hard rock peer group average of C$43.00/t LCE. Our 10% DCF model provides for an NAV of $1.10/sh, most of which is derived from the DCF component. We don’t provide much value for its high-grade Sirmac pipeline project, and almost no value for its non-core non-lithium projects which are currently booked at C$7.5 MM and subject of a spin out into a new company.

http://babybulltwits.wordpress.com/2011/06/09/dundee-initiat…

Dundee Report:
http://www.babybulls.com/PDF/NMX_Dundee_Research_NMX060911.p…

[Kaschmirkanzler]

Monarques Resources Inc. Closes its Initial Public Offering of $6,000,000

QUEBEC CITY, QUEBEC, Jun 10, 2011 (MARKETWIRE via COMTEX News Network) --
MONARQUES RESOURCES INC. ("Monarques" or the "Corporation") is pleased to announce that it has closed its previously announced initial public offering (the "Offering") of $6,000,000 or 8,000,000 common shares in the capital of Monarques, issued as "flow-through shares" within the meaning of the Income Tax act (Canada) (the "Flow-Through Shares"), at a price of $0.50 per Flow-Through Share and 5,000,000 units (the "Units") at a price of $0.40 per Unit. Each Unit consists of one common share (the "Common Shares") of the capital stock of Monarques, at a price of $0.40 per Common Share, and one-half of one Common Share purchase warrant. Each warrant entitles its holder to purchase one Common Share, at a price of $0.45 per Common Share, until December 10, 2012.

The Offering was conducted through a syndicate led by Industrial Alliance Securities Inc. and including Dundee Securities Ltd., acting as agents (the "Agents"), in Alberta, British Columbia, Ontario, and Quebec. In consideration for their services, the Agents received an aggregate cash commission of $600,000 and an aggregate 910,000 compensation options to purchase up to 910,000 Common Shares at a price of $0.40 per Common Share until December 10, 2012.

Monarques has purchased all rights, titles and interests owned by Nemaska Exploration Inc. (TSX VENTURE: NMX) ("Nemaska") in the Lac Arques, Lac des Montagnes and Lac Levac properties for a purchase price of $7,500,000 by issuing to Nemaska, as of today, an aggregate of 18,750,000 Common Shares at a price of $0.40 per Common Share.

Immediately following the closing of the Offering, the number of outstanding Common Shares of Monarques is 31,750,100.

The Common Shares of Monarques are expected to begin trading on the TSX Venture Exchange under the symbol MQR on June 14, 2011.

"We are pleased that we have successfully closed the maximum offering. This will give us the opportunity to continue to valorize all of the acquired properties." said Mr. Guy Bourassa, the President and Chief Executive Officer.

ABOUT MONARQUES RESOURCES INC.

Monarques Resources Inc. is a mineral exploration company that is exploring for base metals, platinum group element (PGE) and precious metals along its 100 % owned properties in the Lower James Bay Region of Quebec. These properties are entirely underlain by the Lac des Montagnes polymetallic greenstone belt formation, which hosts multiple showings and drill ready targets in addition to the Nisk-1 nickel, copper and PGE deposit. Monarques mineral assets are comprised of 1,089 map designated claims divided in 3 properties known as Lac Arques, Lac Levac and Lac des Montagnes. The properties are accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and are located near the Cree community of Nemaska and the Nemiscau airport. Monarques was formed as a result of a spin out from Nemaska Exploration (TSX VENTURE: NMX), an advanced lithium exploration and development company. Nemaska is a major shareholder of Monarques.

The statements herein that are not historical facts are forward-looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties, as disclosed under the heading "Risk Factors" in the Monarques's periodic filings with Canadian securities regulators. Actual results could differ from those currently projected. Monarques does not assume the obligation to update any forward-looking statement.

Neither 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.

Contacts: Guy Bourassa President, Chief Executive Officer and Secretary 418-704-6038 [e-mail] Wanda Cutler Investor Relations 416-303-6460 [e-mail]

SOURCE: Monarques Resources Inc.

mailto:[e-mail] mailto:[e-mail]

Copyright 2011 Marketwire, Inc., All rights reserved.

[XIO]

Projekt Value / ROI Update:
http://shareknow.net/companies/2724

[Kaschmirkanzler]

Neue Präsentation:
http://www.nemaskaexploration.com/documents/PPT_WEB_7juin_EN…

[Erni09]

wen ich momentan auf den chart schau, scheinen auch alle indikatoren jetzt zu kommen. was dagegen steht ist das die 50 tagelinie jetzt erstmal die 200 tagelinie von oben nach unten schneidet.

[Kaschmirkanzler]

Monarques Resources Inc handelt seit gestern in Kanada an der TSX-Venture unter dem Kürzel: MQR:TSX-V

[Erni09]

Zitat von Kaschmirkanzler: Monarques Resources Inc handelt seit gestern in Kanada an der TSX-Venture unter dem Kürzel: MQR:TSX-V

http://www.stockwatch.com/Quote/Detail.aspx?symbol=MQR®io…

[Erni09]

schon bekannt?

Tucana Lithium (Formerly Known as Oteegee Innovations) Announces Agreement With Nemaska Exploration

LAS VEGAS, June 14, 2011 (GLOBE NEWSWIRE) -- Tucana Lithium Corp. (formerly known as Oteegee Innovations Inc.) (OTCQB:TUCA) wishes to announce the Company has entered into a geological and management services agreement with Nemaska Exploration Inc. to coordinate and execute the Company's Spring/Summer 2011 exploration program. The exploration campaign will be lead by geologist Yves Caron. Mr. Caron is currently Vice-President Exploration for both Nemaska Exploration and Monarques Resources and has been a member of the Ordre des Géologues du Québec since 2001.

"We are very excited and fortunate to have a strong relationship with the team responsible for the Whabouchi lithium discovery, and we are looking forward to starting our exploration campaign," stated Jordan Starkman, CEO of Tucana Lithium Corp.

The Company's main exploration focus in 2011 will be the recently acquired Abigail Lithium Property located in the James Bay, Quebec region of Canada. The property consists of 222 map-designated cells totaling 11,844 hectares within and adjacent to Nemaska Exploration's Whabouchi Lithium discovery. Nemaska recently announced an updated resource estimate on the Whabouchi deposit to 25 million tonnes in measured and indicated categories and now has the potential of 25 years of resources to mine. According to Guy Bourassa, President and CEO of Nemaska, Whabouchi's revised estimate puts Whabouchi as the largest measured resource of spodumene in the world.

Certain statements in this document that are not historical facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may be identified by the use of words such as "anticipate," "believe," "expect," "future," "may," "will," "would," "should," "plan," "projected," "intend," and similar expressions. Such forward-looking statements, involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of Tucana Lithium Corp. to be materially different from those expressed or implied by such forward-looking statements. The Company's future operating results are dependent upon many factors, including but not limited to: (i) the Company's ability to obtain sufficient capital or a strategic business arrangement to fund its current operational or expansion plans; (ii) the Company's ability to build and maintain the management and human resources and infrastructure necessary to support the anticipated growth of its business; (iii) competitive factors and developments beyond the Company's control; and (iv) other risk factors discussed in the Company's periodic filings with the Securities and Exchange Commission, which are available for review at www.sec.gov under "Search for Company Filings."

CONTACT: Tucana Lithium Corp.
Jordan Starkman, CEO
www.tucanalithium.com
1-800-854-7970

Peritus Capital

[e-mail]
416-907-2151

http://www.tradershuddle.com/20110614246001/globenewswire/Tu…

[MFC500]

Nemaska Exploration, Inc. Joins OTCQX

June 28, 2011

OTC Markets Group Inc. (OTCQX: OTCM), the financial information and technology services company that provides the world's largest electronic marketplace for broker-dealers to trade unlisted stocks, today announced that Nemaska Exploration, Inc. (TSX.V: NMX; OTCQX: NMKEF), an exploration and development company with lithium/berylium properties located in Quebec, is now trading on the highest tier of the OTC market, OTCQX®.

(Logo: http://photos.prnewswire.com/prnh/20110118/MM31963LOGO)

Nemaska Exploration began trading today on the OTC market's prestigious tier, OTCQX International. Investors can find current financial disclosure and Real-Time Level 2 quotes for the Company on www.otcqx.com and www.otcmarkets.com.

"The OTCQX platform offers investor-focused companies a winning combination of quality control, transparency, and broader visibility to U.S. investors," said R. Cromwell Coulson, President and Chief Executive Officer of OTC Markets Group. "We are pleased to welcome Nemaska Exploration to OTCQX."

Merriman Capital, Inc. will serve as Nemaska Exploration's Principal American Liaison ("PAL") on OTCQX, responsible for providing guidance on OTCQX requirements.

http://finance.yahoo.com/news/Nemaska-Exploration-Inc-Joins-…

[MFC500]

02.07.11

World’s largest lithium producer Argentina said it will consider creating an OPEC model cartel on the metal.

According to country’s Ministry of Science and Technology, Argentina, Bolivia and Chile will control the lithium market in near future and together could do it with a sort of OPEC-like arrangement.

Increased production of lithium in Argentina was marked by the opening of lithium mine in northwestern Jujuy province in late 2010. Currently lithium production in Argentina has increased from 36.000 metric tons to 38.000 metric tons after the government opened Olaroz mines.

The three countries, which Forbes magazine calls the “Saudi Arabia of lithium,” would establish “control mechanisms for the sale of lithium carbonate, avoiding the lower prices that come with overproduction.

Salta, along with the northern provinces of Jujuy and Catamarca, contain Argentina's largest lithium deposits.

Argentina has about 10 percent of the world's reserves, after Chile, with 25 percent in Atacama, in the north of the country, and Bolivia, which holds about half the world's supply in Uyuni, the world's largest salt flat.

Sales of lithium by Chile, on the other hand, represent 44 percent of worldwide revenue, followed by Australia, with 25 percent, China with 13 percent and Argentina with 11 percent.

A ton of lithium, worth $2,500 in 2004, now sells for around $6,000.

While lithium is also used for cell phone and computer batteries, experts expect its greatest use will be in electric cars.

Last year Bolivia announced a $900 million investment for lithium in three phases: production of lithium carbonate, then metallic lithium and finally, after 2014, lithium batteries.

In Argentina, Sales Jujuy, which belongs to the Australian company Orocobre and is associated with automaker Toyota, just received the go-ahead to mine lithium and potassium.

Several other companies are exploring Argentina's lithium-mining areas, including the Canadian Lithium Americas, the Australian Ady Resources and the French company Bollore et Eramet.

http://www.commodityonline.com/news/Argentina-Bolivia-Chile-…

[Kaschmirkanzler]

Monarques Resources Inc. Announces Exploration Plans

QUEBEC CITY, CANADA, Jul 05, 2011 (MARKETWIRE via COMTEX News Network) --
Monarques Resources Inc. ("Monarques" or the "Corporation") (TSX VENTURE:MQR) is pleased to announce its exploration plans for the next nine months on its 100% wholly owned properties located in the Lower James Bay Region of Quebec.

Following the closing of its initial public offering (IPO) Monarques has allocated $ 4M to the exploration of its properties. As indicted in the final prospectus of June 1st, 2011, Monarques will conduct approximately 15,000 m of diamond drilling throughout its properties starting at the end of August 2011, in addition to mapping, geological surveying, sampling and geophysics, which should begin in July.

The 1090 mining claims acquired from Nemaska Exploration, known as the Lac Arques, Lac des Montagnes and Lac Levac were redistributed and renamed to reflect the various geological settings found on them and to facilitate future reporting requirements that will comply with the updated National Instrument 43-101 rules. The Monarques claims have been divided into seven properties, namely: Bourier (291 claims, 14,506 hectares), Arques (139 claims, 6,904 hectares), Lemare (191 claims, 8,823 hectares), Nisk (190 claims, 9,850 hectares), Duval (58 claims in two blocks, 3,074 hectares), Valiquette (143 claims in two blocks, 7,579 hectares) and Caumont (78 claims in four blocks, 4,134 hectares). All of these properties are owned 100% by Monarques and are entirely underlain by the polymetallic Lac Des Montagnes greenstone belt.

A detailed map of new properties is available on the website of the Company at: http://www.monarquesresources.com/en/Properties

EXPECTED RESULTS

Assay results from 4,083 m of drilling completed by Nemaska during winter 2011 on the Nisk (2 holes 1,032 m), Arques (5 holes, 1,577 m) and Valiquette (9 holes, 1,474 m) properties are expected shortly.

WORK PLANNED

-- Nisk (Ni-Cu-PGE)

3,000 m of drilling (8 holes) will be conducted on the Nisk-1 deposit (Ni-Cu-PGE) starting mid October 2011, to establish the continuity of the previously identified mineralized zone at depth and lateral extensions. 3D modeling of the deposit will also be carried out and an updated resource estimate is planned following the results of this work. Presently ground geophysics work (Induced polarisation) is being carried over 20 km of line, covering the entire 3.5 km of the geological formation hosting the Nisk-1 deposit. Elsewhere on the property, mechanical stripping and ground magnetic surveys are also planned.

-- Bourier (Ni-Cu-Ag-Zn)

Prospecting, geological surveying and sampling will be conducted during the summer of 2011 on the eastern extension of a massive sulphide zone identified during fieldwork conducted north of Bourier Lake in summer 2010. About 1,200 m of drilling (8 holes) and mechanical trenching is planned for the fall of 2011 to test targets of interest that will be identified during fieldwork planned for this summer.

2,400 m of drilling (10 holes) will also be conducted during the fall of 2011 to establish the continuity at depth of the massive sulphide zone identified during previous fieldwork. This zone has been traced along strike for about 7.5 km.

-- Arques (REE-Nb-Ta)

2,800 m of drilling (14 holes) will be drilled during the winter of 2012 to continue exploration of this hyperalkaline intrusive identified by drilling in the winter of 2011. A radiometric survey (track-etching) is currently underway and will be completed during the summer of 2011.

-- Valiquette (Ni-Cu-PGE)

1,800 m of diamond drilling (9 holes) will de done in order to establish the lateral continuity and continuity at depth of a showing identified on surface and as a follow up of the drilling of the 2011 winter campaign. This drilling will be conducted during the winter of 2012.

-- Duval (Ni-Cu-Au-Ag)

2,800 m of diamond drilling (14 holes) to establish the lateral continuity and continuity at depth of a showing identified on surface. The showing was stripped and channel sampled in the summer of 2010. The drilling will be conducted during the winter of 2012.

-- Caumont (Ni, Cu, PGE, Au)

A helicopter-borne magnetic and electromagnetic survey (heli Mag-EM) will be conducted during the summer of 2011 on claims forming part of this property that have not been previously covered. Prospecting, geological surveying and sampling will be conducted during the fall of 2011.

-- Lemare (Ni-Cu-PGE)

1,000 m of exploration diamond drilling (4 holes) will be conducted during the 2012 winter on various targets identified during fieldwork carried in the summer of 2009 and 2010.

The technical sections of this press release have been prepared by Yves Caron, M.Sc., P. Geo., Vice-President Exploration for Monarques and qualified persons as defined in National instrument 43-101.

ABOUT MONARQUES RESOURCES INC.

Monarques Resources Inc. (TSX VENTURE:MQR) is a mineral exploration company that is exploring for base metals, platinum group element (PGE) and precious metals on its 100% owned properties in the Lower James Bay Region of Quebec. These properties are entirely underlain by the Lac des Montagnes polymetallic greenstone belt formation, which hosts multiple showings and drill ready targets in addition to the Nisk-1 nickel, copper and PGE deposit. Monarques mineral assets are comprised of 1,090 map designated claims divided in 7 properties known as Bourier, Arques, Lemare, Nisk, Duval, Valiquette and Caumont. The most advanced asset is the Nisk-1 deposit (nickel, copper, PGE) located on the Nisk property which contains a NI 43-101 compliant resource estimate prepared by Pierre Trudel, PH.D. Eng., of RSW Inc. and dated December 19, 2009. The properties are accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and are located near the Cree community of Nemaska and the Nemiscau airport. Nemaska Exploration (TSX VENTURE:NMX and OTCQX:NMKEF), an advanced lithium exploration and development company is a major shareholder of Monarques.

The statements herein that are not historical facts are forward-looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward-looking statement.

Neither 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.

Contacts: Wanda Cutler Investor Relations 416-303-6460 [e-mail] Guy Bourassa President 418-704-6038 [e-mail] www.monarquesresources.com

SOURCE: Monarques Resources Inc.

mailto:[e-mail] mailto:[e-mail] http://www.monarquesresources.com

[Kaschmirkanzler]

Management kauf weiterhin wenige Aktien zu:

Nemaska Exploration Inc. (NMX) As of July 4th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Jun 29/11 Jun 28/11 Bourassa, Guy Georges Direct Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.430
Jun 10/11 Jun 09/11 Bourassa, Guy Georges Direct Ownership Common Shares 10 - Acquisition in the public market 5,000 $0.450
Jun 09/11 Jun 09/11 Cantore, Victor Direct Ownership Common Shares 10 - Acquisition in the public market 7,000 $0.475
Jun 07/11 May 31/11 Baker, Judith Catharine Direct Ownership Options achat d'actions 50 - Grant of options 50,000 $0.480
Jun 07/11 Dec 24/10 Caron, Yves Direct Ownership Options achat d'actions 50 - Grant of options 250,000 $0.530
Jun 07/11 May 31/11 Lessard, René Direct Ownership Options achat d'actions 50 - Grant of options 50,000 $0.480
Jun 06/11 Dec 24/10 Nadeau, Steve Direct Ownership Options achat d'actions 50 - Grant of options 175,000 $0.530
Jun 06/11 May 31/11 Nadeau, Steve Direct Ownership Options achat d'actions 50 - Grant of options 35,000 $0.480
Jun 03/11 May 31/11 Caron, Yves Direct Ownership Options achat d'actions 50 - Grant of options 50,000
Jun 01/11 May 31/11 Bourassa, Guy Georges Direct Ownership Options achat d'actions 50 - Grant of options 50,000 $0.480
- Amended Filing

[Kaschmirkanzler]

DWEK (=Consolidated International Investment Holdings Inc.) hat wohl noch 2,1 Mio Aktien von NMX. Diese Zahl ergibt sich aus den DEWK zugeschriebenen Aktien der Monarques Resource, wenn man den Faktor 20 berücksichtigt. Guy hatte mir allerdings zugerufen, dass DWEK wohl keine Aktien mehr abverkaufen will. Mal sehen, ob man sich auf diese Aussage verlassen kann.

Monarques Resources Inc. (MQR) As of July 4th, 2011
Filing Date Transaction Date Insider Name Ownership Type Securities Nature of transaction # or value acquired or disposed of Unit Price
Jul 04/11 Jun 29/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 35 - Stock dividend 25,000
Jul 04/11 Jun 10/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 00 - Opening Balance-Initial SEDI Report
Jul 04/11 Jun 29/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 35 - Stock dividend 80,000
Jul 04/11 Jun 10/11 Consolidated International Investment Holdings Inc. Control or Direction Common Shares 00 - Opening Balance-Initial SEDI Report
Jul 04/11 Jun 27/11 Cantore, Victor Direct Ownership Common Shares 35 - Stock dividend 90,660
Jul 04/11 May 13/11 Cantore, Victor Direct Ownership Common Shares 00 - Opening Balance-Initial SEDI Report
Jun 30/11 Jun 27/11 Baker, Judith Catharine Direct Ownership Common Shares 35 - Stock dividend 12,576 $0.400
Jun 30/11 Jun 10/11 Baker, Judith Catharine Direct Ownership Common Shares 00 - Opening Balance-Initial SEDI Report
Jun 30/11 Jun 27/11 Lessard, René Direct Ownership Common Shares 35 - Stock dividend 9,250
Jun 30/11 Jun 10/11 Lessard, René Direct Ownership Common Shares 00 - Opening Balance-Initial SEDI Report

[Kaschmirkanzler]

heute Einbuchung der Monarque Resource (WKN:A1JGYW), allerdings viel zu wenige ....

[recession]

Heute hat kurs abgesturz fast zu mein Einstiegskurs 0.36 CAD. Schon wieder ergeben sich gute Einstiegskurse. Gibt es eigentlich ein Grund, dass NMX gegen steigendes TSX venture richtung Sueden geht?

[MFC500]

Antwort auf Beitrag Nr.: 41.757.072 von recession am 07.07.11 17:09:31

mir sind keine negativen Gründe bekannt. Die letzten Unternehmensmeldungen waren jedenfalls allesamt positiv

[Kaschmirkanzler]

Lithiumaktien entwickeln sich allesamt zurzeit nicht toll.

Hier ein guter Artikel zu knappen Rohstoffen:

http://aheadoftheherd.com/Newsletter/2011/Critical-Minerals-…

[Erni09]

July 20, 2011 10:23 ET
Monarques Resources Inc. Reports up to 2.66% Ni and 0.71% Cu in Drilling on Valiquette Showing

QUEBEC CITY, QUEBEC--(Marketwire - July 20, 2011) - Monarques Resources Inc. ("Monarques" or the "Company") (TSX VENTURE:MQR) is pleased to report the principal results of eight diamond drill holes that were completed during the winter 2011 exploration campaign on its 100% owned Valiquette property. The Valiquette property is part of Monarques 125 km long polymetallic property package, and located about 15 km South-East of the Nemiscau airport, in the James Bay region of Quebec.

The Valiquette showing, on the property of the same name, is associated with peridotite intrusions at the contact of the volcanogenic sediment of the Lac des Montagnes formation. These intrusions have a high-magnetic signature which are easily identified. The property has had very little historical work since 1960 and has not been drilled until now. The historical results of surface sampling returned up to 1.75% Ni and 1.42% Cu (grab samples).

The eight holes (1,275 m) carried out during the winter of 2011, intercepted a total of thirteen (13) mineral-bearing zones. The best intersections were 2.66% Ni and 0.71% Cu over 3.2 meters, 0.78% Ni and 0.47% Cu over 4.8 meters, 1.15% Ni and 0.39% Cu over 8.3 meters and 1.47% Ni and 0.26% Cu over 2.5 meters.

Results to date suggest the Valiquette showing consist of lenses of semi-massive to massive sulphides of magmatic type in contact with metasediments and partly remobilized. These drill results confirm that the Valiquette showing mineralization is occurring for nearly 550 m along strike and to a depth of 250 m. The Valiquette showing is contained within a strong geophysical trend measuring approximately 6 kilometres and containing numerous others targets of interest.

Following these encouraging results, the Company will begin its Phase II exploration program which includes up to 3,000 m of diamond drilling, ground geophysics (mag and InfiniTEM), stripping and pulse EM surveys. Mr Guy Bourassa, President and CEO, commented: "We obviously are very encouraged by the potential revealed by these initial results. We are eager to begin the second phase of work, including a second drill program which should help us to confirm the model of mineralisation at depth and along strike."

The technical sections of this press release have been prepared by Yves Caron, M.Sc., P. Geo., Vice-President Exploration for Monarques and qualified persons as defined in National instrument 43-101.

The samples have been shipped for preparation (crushing and pulverization) to the facilities of Table Jamésienne de Concertation Minière (TJCM) in Chibougamau. The prepared samples were then sent be sent by courier to ALS Chemex facilities of Val-d'Or in Quebec ("ALS") for analysis under methods ME-ICP61 and PGM-ICP23. This laboratory is recognized by industry and accredited ISO/IEG 17025: 2005 by the Canadian Council of standards. Monarques Resources Inc. implements a rigorous quality control protocol to its operations, including the insertion of analytical control samples, duplicates and blanks and the follow-up on the results of these assays.

ABOUT MONARQUES RESOURCES INC.

Monarques Resources Inc. (TSX VENTURE:MQR) is a mineral exploration company that is exploring for base metals, platinum group element (PGE) and precious metals on its 100% owned properties in the Lower James Bay Region of Quebec. These properties are entirely underlain by the Lac des Montagnes polymetallic greenstone belt formation, which hosts multiple showings and drill ready targets in addition to the Nisk-1 nickel, copper and PGE deposit. Monarques mineral assets are comprised of 1,090 map designated claims divided in 7 properties known as Bourier, Arques, Lemare, Nisk, Duval, Valiquette and Caumont. The most advanced asset is the Nisk-1 deposit (nickel, copper, PGE) located on the Nisk property which contains a NI 43-101 compliant resource estimate prepared by Pierre Trudel, PH.D. Eng., of RSW Inc. and dated December 19, 2009. The properties are accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and are located near the Cree community of Nemaska and the Nemiscau airport. Nemaska Exploration (TSX VENTURE:NMX)(OTCQX:NMKEF), an advanced lithium exploration and development company is a major shareholder of Monarques.

The statements herein that are not historical facts are forward‐looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward‐looking statement.

Neither 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.

http://www.marketwire.com/press-release/monarques-resources-…

[Erni09]

neue corporate presentation

http://www.nemaskaexploration.com/documents/PPT_web_juillet2…

[Erni09]

es kommen immer mehr empfehlungen, tolles interview zu lithium und über nemaska exploration inc.

Uranium and Lithium Demand Powers Stocks

By George Mack of The Energy Report
July 21, 2011

Mining Analyst David A. Talbot remains bullish on uranium and sees growing demand for lithium. In this exclusive interview with The Energy Report, he tells us why he believes the nuclear plant building boom will continue worldwide despite the recent setback in Japan. He has positive expectations for select stocks in both arenas.

Companies Mentioned: CanAlaska Uranium Ltd. - FMC Lithium Corporation - Hathor Exploration Ltd. - Nemaska Exploration Inc. - Rockgate Capital Corp. - Rodinia Lithium Inc. - Sociedad Química y Minera de Chile S.A. - Talison Lithium Ltd. - UEX Corp. - Uranium Participation Corp.

The Energy Report: Thank you for joining us today David. You last spoke with The Energy Report in late January about the uranium market and the nuclear industry. Two months later we had Fukushima. What is your analysis of the current state of affairs with nuclear and uranium?

David Talbot: We remain bullish on the spot price of uranium. In January, we said it was all about uranium demand and it largely still is. The demand picture hasn't really changed as much as the general media portrays. We might see uranium demand decline about 5% to 10% from where we predicted, by about 2020. But, we still expect about 240 to 280 million pounds (Mlb.) of demand per year by then, which is really about an increase of 30% to 55% from here.

Worldwide, 440 reactors are in operation, 61 under construction and 154 planned. Most of the sentiment over the past several months was driven by emotion and fear and reaction to what is being shown on the news rather than reason. Take Germany, Switzerland and Italy for example. Much of the mainstream media portrays Germany's anti-nuclear stance as the death knell for the industry. People don't understand that as recently as last September, Germany was preparing to get out of the nuclear power industry and did a sudden about face at that time by extending the deadline.

Looking at the numbers, the effect of Germany's shutdown won't be as bad as most think, either. Germany's 17 reactors only use 5% of current demand. This was expected to decline to about 3% by 2020. Switzerland only has five reactors and 1.4 Mlb. of annual requirements. That's less than 1% of world uranium demand. Italy, no reactors, none under construction, none planned. We do believe there will be cancellations and delays, but many of those countries were either on the fence to begin with or really just have smaller nuclear programs.

China, India and Russia alone account for about 50% of the new reactor build and they're all on board. India just announced that its new liability laws are due by the end of the month. This will likely kick start the nuclear build in that country. Saudi Arabia had 16 proposed reactors, which was a pleasant surprise in the land of big oil. That news essentially negated Germany's news in the long-term. Plus, strong support out of the United Arab Emirates and the announcement of new build in the U.K. were positive signs.

TER: Are there really any viable alternatives to nuclear?

DT: Not when it comes to a green alternative. Coal and oil definitely have their environmental drawbacks, even with scrubbers. So does natural gas even though it's currently favored by the green movement. The other alternatives just can't handle base load like nuclear.

TER: So what do you predict for the uranium market in the coming year or two?

DT: I believe supply is more of an issue today than it might have been about six months ago. Development companies need higher prices to make their projects economic and attract the investment they require. Without higher prices we likely won't see a lot of the new mine build that is being forecasted.

We forecast uranium prices between $65 and $75/lb. over the next couple of years, particularly as the HEU Agreement (Highly Enriched Uranium), or the down-blending of Russian nukes goes offline in 2013. Spot prices should strengthen later this year from $53.75/lb. right now. Uranium's term price is still at $68/lb. according to Ux Consulting, which publishes world nuclear fuel prices. It's only off about 7% since March 11th, which is telling us that the utilities are still buying. That's really the price that we should be watching rather than the spot price.

We often use Uranium Participation Corp.'s (TSX:U) price:NAV (net asset value) ratio as a proxy for uranium market sentiment. After almost four months of trading at over a 10% discount to its NAV, we now see only about a 5% discount to that NAV. We've got a buy and a CAD$9.40 target price on Uranium Participation.

Uranium stocks sometimes lead the uranium price. We saw that during the last cycle and we're starting to see some of that again with stocks that sold off too far and are now bouncing back. The developers and the smaller stocks should rebound a bit more quickly than some of the larger caps or producers. It may take some time to get the general investors back into the sector in any meaningful way, although lately, and much to our surprise, we have noticed that many who got into the space in November 2010 after the AREVA-China contracting news are still kicking the tires on the sector. In the meantime, some resource funds may come in and target smaller companies with potential for substantial capital gains but they'll likely target the better companies first.

TER: In January, you talked about three uranium companies that were at the top of your list: Rockgate Capital Corp. (TSX:RGT); Hathor Exploration Ltd. (TSX.V:HAT) and UEX Corp. (TSX:UEX). What's the story now?

DT: Not much has changed. All three companies have very good projects. All three remain at the top of the list. Rockgate is my top pick right now with a buy and CAD$4 target price on the stock. The stock is up about 66% since June 20th when the sector turned upward. It was fairly hard hit by Fukushima. Rockgate is working on its 100%-owned Falea project in Mali. That's a uranium-silver-copper deposit. It shows amongst the highest grades, up to 6.5% U3O8, that we've seen outside of the Athabasca Basin. It has a resource of about 28 Mlb. of uranium and 41 Moz. silver, which is likely to grow through aggressive drilling. We're expecting a comprehensive preliminary assessment report this month. This should give us further comfort regarding metallurgy of this high-grade uranium-silver-copper resource with potential for low-cost, long-life uranium and silver production. We just think the stock is undervalued and see a triple from here.

Hathor is a buy here with a CAD$5.60 target price. This stock is unique on the sector. It's up significantly, almost 92% up since March, is even up 3% since before Fukushima and back to the levels that we saw last November. We still think there is more room to go. It has joined the TSX. It has a new very strong management team that has over-delivered. And it is currently buying out its partner at Roughrider to own 100% of the property. Resources for a second zone were just announced and a third zone discovered. The second resource estimate announced in May brought the entire project to about 58 Mlb. If you look at just the high-grade portions of the deposit, you can really see about 54 Mlb. grading 12%, making this the fourth-highest grade uranium deposit on the planet. That should turn some heads and, we think, essentially make Hathor a potential takeout target. That is one of the main reasons the stock has been performing so well.

For UEX Corporation, we've got a buy and CAD$3 target price on this stock. The stock is up 16% over the last two months. It was also very hard hit by Fukushima. UEX actually started to rally earlier than most of its peers. It started going up about six weeks ago. This is a tale of two stories. It's about the Shea Creek joint venture with AREVA (PAR:CEI) and the third-largest uranium deposit in the Athabasca at 88 Mlb. Mineralization is open in almost every direction and we see high potential to expand. In the east, the company wholly owns the Hidden Bay Project. This is the sixth-largest undeveloped resource in the Athabasca Basin with about 40 Mlb. The preliminary assessment came out positively. It has a modest cash operating cost and capex (capital expenditure). This company has potential to toll mill its uranium at a couple of existing uranium mill facilities, including Cameco Corp.'s (TSX: CCO; NYSE: CCJ) Rabbit Lake Mill, which is located about 4 km. away from the project. Cameco already owns about 22.6% of the company.

TER: What do you think the prospects are for a lot of these smaller companies that are out there looking for uranium? How feasible are these prospects?

DT: I think that investors are now entering the small cap companies with good projects, but some of those microcap stocks haven't started to move yet. Therein is the opportunity. For example, take CanAlaska Uranium Ltd. (TSX.V:CVV; OTCBB:CVVUF; FkftH7). CanAlaska is in our Mineral Exploration Watch List, we have a buy rating with no target price. We have been following it for quite some time and it seems to be a bargain right now with a market cap of about $14M. It is a grassroots explorer with one of the largest exploration portfolios in the Athabasca Basin. I personally like high grades and that is why I like the Athabasca. CVV has formed joint venture agreements with Japanese and Korean strategic partners, raising about $42M through such partnerships to date. It has between 25,000m and 30,000m of drilling planned through 2011. The key focus is going to be the Fond du Lac Project located on the northern edge of the Athabasca where the company recently found 0.5% over 2m. We see potential to follow-up on that hit.

TER: Another area that you've been quite hot on is lithium. That's become a popular metal here in the last several years as the electric automobile business has taken off and lithium batteries are being used in all sorts of applications. Can you give us a review of that general market and what's going to happen there?

DT: Certainly. I believe the lithium industry is fairly concentrated. About 80% of world production is in the hands of the four largest lithium companies, Sociedad Química y Minera de Chile S.A. (NYSE:SQM; SSX:SQM-B; SQM-A) Chemetall, a division of Rockwood Holdings Inc. (NYSE:ROC), Talison Lithium Ltd. (TSX:TLH) and FMC Lithium Corp. (NYSE:FMC). World production is now roughly 120,000 tons per annum (tpa) of lithium carbonate equivalent. Actual capacity is closer to 180,000 tpa. New projects scheduled to come online in the next few years could perhaps add another 100,000 tpa. As expected in any fledgling industry, technical and permitting challenges could result in postponements. So, we might see some of those newer projects encounter a little bit of difficulty getting off the ground. Lithium carbonate demand appears to be growing somewhere between 7% and 15% annually. By 2020, lithium carbonate demand might reach as high as 240,000-270,000 tpa. If electric vehicle penetration picks up as expected, primarily in Asia or China, we could see a true renaissance that might help keep up with the potential production coming online.

TER: Is there potentially more supply than there is demand?

DT: I really think that remains to be seen, but there is that risk. China right now has about 100,000 electric vehicles and the country is striving for about one million by 2012 with 5 to 10 million by 2020. It has programs that urge first-time buyers to purchase electric vehicles of all kinds—cars, motorcycles, mopeds or e-bikes. We definitely see electric vehicle use increasing in China. So, it comes down to how well a retail product is adopted by the masses. We do think it will be adopted, but to what extent? We're not quite sure. Outside of Asia, a lot of hype is going on in Europe and North America. No one knows how quickly people in those countries will adopt new electric vehicles.

TER: How does potential demand affect the price of lithium or is that a contract market worked out by suppliers and buyers?

DT: Yes. Lithium prices are based on really long-term contract pricing between the buyers and the sellers and well disseminated to the public. However, the general consensus is that prices weakened around the financial collapse and really have just started recovering in the last few months. Prices right now are bouncing around $5,000/ton of lithium carbonate equivalent (LCE). Recent announcements by two of the four large producers, FMC and Chemetall, indicated their prices are going up by about 20% starting in July to over $6,000/ton. We use about $5,500/ton LCE for our forecast, which really is at the lower end of some of the studies out there and possibly below where a couple of the large producers are selling.

TER: You wrote a report dated June 9th, on the lithium industry where you described some companies you feel have pretty good prospects. Can you talk about some of those for us?

DT: Certainly. There are two fairly small companies in particular that I like at this time. Our top pick in the lithium sector is Rodinia Lithium Inc. (TSX.V:RM; OTCQX:RDNAF), despite its $30M market cap. We've got a buy with a CAD$1 target price on this stock. RM continues to be one of the most undervalued stocks on our lithium coverage list. Rodinia is developing a brine project at its flagship Salar de Diablillos site in the Province of Salta, Argentina, about 11 km. from the world's second-largest producer, FMC's Salar del Hombre Muerto. It just reported a couple of pit samples that were about three times the average lithium grade of the deposit. Rodinia also has its Clayton Valley Project in Nevada adjacent to Chemetall's Silver Peak brine operation and the only U.S. producer of lithium. Given the company's significant resource in Argentina, good brine chemistry, lack of competition on the Salar and its three aquifers, we think now is a good entry point for investors looking to share in Rodinia's growth. Our target price suggests a triple from here.

TER: And the other one?

DT: Nemaska Exploration Inc. (TSX.V:NMX; OTCQX:NMKEF) is located in mining-friendly Québec. We've got a buy and CAD$1.10 target price on it. Nemaska's hard-rock Whabouchi Project is expected to start production in 2012. It has a high-grade resource of 29 Mt. of ore grading over 1.5% lithium oxide. So, this is one of the higher grade lithium oxide pegmatites in the world. Not as high grade as Talison's in Australia, but it definitely does the trick. Nemaska anticipates production of a 6% lithium oxide concentrate that it could very quickly export to China where it has a strategic alliance with China's largest lithium battery materials provider Tianqi Lithium, a company that already owns 10% of Nemaska. Its projected initial gross margins are estimated in the 50% range based on a preliminary estimate from earlier this year and a modest $86M capex. This project has good infrastructure, support from the provincial government, the local native community and we think this is a good way to participate in short-term lithium concentrate production potential.

TER: Do you see any technological developments on the horizon that could significantly impact the lithium market, either negatively or positively?

DT: I think most of the technical advancements are going to be positive. The term "lithium-ion battery" actually comprises a range of battery designs. Many of them are still experimental and research is underway. But really, designers are looking to improve lithium's already high-energy density, take advantage of its ability to hold a charge and its lack of memory effect that allows it to recharge over and over again. But failure to reduce costs while maintaining and improving safety and durability could hamper growth prospects for electric vehicles. That would be a negative for the industry in general. Now, beyond vehicle applications, we may start seeing some lithium batteries being used for large-scale electrical storage. Single batteries storing dozens of megawatts might power a small town or factory. That application could potentially drive demand further.

TER: Is there any competing technology on the horizon that could knock lithium out of the market at some point?

DT: Not when it comes to the smaller applications. Lithium is pretty light. It's ideal for use in iPods and laptops. And because it's light, I think it'll be used more in vehicles. When it comes to long-term storage applications, vanadium could be substituted.

TER: Do you have any final thoughts you would like to leave with our readers?

DT: To summarize, we're bullish on the prospects for the uranium sector. Because of the undeniable long-term demand, we are on course for a uranium shortage by the year 2014. We expect that uranium prices will begin to reflect that situation. Beyond that, we do see a little bit of a rally here in the uranium stocks. We think that they are definitely undervalued. And, we've seen some pretty good news lately. The U.K. is expanding its fleet of reactors, which is a very positive signal to the market, and the Indian nuclear build is finally getting its own kickstart.

In the lithium space, we're optimistic demand will continue to increase in the manufacturing of greases, glass and ceramics. But we really think it will explode in the lithium-ion battery segment where small batteries, laptops and iPods will be joined by growth in electric vehicle and large-storage batteries. We will keep an eye on supply over the next few years.

TER: So, as far as you're concerned, things generally look pretty positive and this looks like a good time for people to be buying. Is that right?

DT: Absolutely.

TER: Well, thank you very much for taking time out of your busy schedule. I'm sure that our readers will find this all very interesting and hopefully, useful.

DT: I appreciate the conversation.

Dundee Securities Senior Mining Analyst David Talbot worked for nine years as a geologist in the gold exploration industry in Northern Ontario. His field experience included three years with Placer Dome and six years managing projects for Franco-Nevada Corp. and its successor, Newmont Capital. David joined Dundee's research department in May 2003; in the summer of 2007 he took over the role of analyzing the fast-growing uranium sector, and has since launched the lithium sector. David is a member of the Prospectors and Developers Association of Canada, the Society of Economic Geologists and graduated with distinction from the University of Western Ontario with an Honours B.Sc. degree in geology.

http://www.naturalresourcesconfidential.com/Editorials_U14K.…

[Erni09]

Video: Nemaska Exploration’s Whabouchi 3D Drill Tour

die öffentlichkeitsarbeit läuft.

http://www.resourceintelligence.net/video-nemaska-exploration%E2%80%99s-whabouchi-3d-drill-tour/20737

[Erni09]

Zitat von Erni09: Video: Nemaska Exploration’s Whabouchi 3D Drill Tour

die öffentlichkeitsarbeit läuft.

http://www.resourceintelligence.net/video-nemaska-exploration%E2%80%99s-whabouchi-3d-drill-tour/20737

Video: Nemaska Exploration’s Whabouchi 3D Drill Tour

die öffentlichkeitsarbeit läuft.

http://www.resourceintelligence.net/video-nemaska-exploratio…

[MFC500]

Monarques Resources Inc. Acquires 2 Groups of Mining Claims Enclosed in the Valiquette and Arques Properties

http://finance.yahoo.com/news/Monarques-Resources-Inc-iw-420…" target="_blank" rel="nofollow ugc noopener">http://finance.yahoo.com/news/Monarques-Resources-Inc-iw-420…

[MFC500]

July 28 ( Reuters) - New lithium producers will wither or thrive according to their ability to hold down costs as they compete to supply an essential ingredient for electric car batteries.

weiter: http://uk.reuters.com/article/2011/08/01/uk-canada-lithium-i…

[recession]

Insider hat heute 10K shares gekauft. Es geht hier ja richtig runter.
http://www.tmxmoney.com/HttpController?GetPage=SearchInsider…

Guter Kauf ist hier unter 0.35 cad.

[Erni09]

Nissan CEO sieht "grüne Auto-Boom" in China
Pläne $ 7.8B Investition

Nissan Motor, die größte asiatische Autohersteller in China, plant 50 Milliarden Yuan ($ 7800000000) gibt es von Ende 2015 zu investieren, da es seine Expansion in die weltweit größte Automarkt beschleunigt.

Dongfeng Motor Co, Nissan Venture mit Dongfeng Motor Group, soll 2,3 Millionen Fahrzeuge, im Vergleich zu 1,3 Millionen Einheiten verkauft im vergangenen Jahr, sagte Nissan Chief Executive Carlos Ghosn Reportern in Peking am Dienstag.

Die China-Initiative ist wichtig, das Unternehmen vor kurzem enthüllt mittelfristigen Businessplan, ihren weltweiten Marktanteil und Gewinn-Marge auf 8 Prozent steigern innerhalb von sechs Jahren zu erreichen.

"Wir werden extrem abhängig von einem Markt ... Die Entwicklung des chinesischen Marktes für uns macht Nissan weniger abhängig von einer Region oder eines Landes oder eines Marktes eingesetzt", sagte Ghosn.

"Wir haben keine Beschränkung, kein Limit, was wir bereit sind zu tun, weltweit, werden wir es in China zu tun."

China ist bereits der größte Markt für Nissan, die ihre Präsenz dort sehr viel später als General Motors und Volkswagen.

Um sein neues Wachstum anzugehen, wird DFL über 30 neue Produkte in der Zeit zu starten, darunter ein Elektrofahrzeug unter dem Joint-Venture-Marke Venucia.

Es fügt eine leichte Nutzfahrzeug-Werk in Changzhou in der Provinz Jiangsu. Einrichtungen geplant werden und läuft im nächsten Jahr eine PKW-Werk in der südchinesischen Stadt Guangzhou und eine in Zentral-China, was schwerer Nutzfahrzeuge.

Die Zahl der DFL Händlern in dem Land, inzwischen wird erreicht 2.400 bis zum Jahr 2015 bis jetzt von 1.400.

Ghosn, der an der Spitze der Nissan seit seiner Ankunft aus den Partnerländern Renault im Jahr 1999 wurde bekräftigt, das Ziel zu einem Marktanteil von 10 Prozent in China irgendwann zu erfassen.

Im vergangenen Jahr erwischte Nissan einen Rekord von 5,8 Prozent Anteil am weltweiten Automobilmarkt. Es hat jetzt einen 6,2 Prozent Marktanteil in China, wo es sowohl Toyota Motor und Honda Motor führt.

Defying einem sich abschwächenden Marktumfeld

Chinas einst sizzling Automobilmarkt hat sich, nachdem die Regierung abgestreift meisten seiner politischen Anreize zum Ende des Jahres 2010 abgekühlt. Car ging der Umsatz zum ersten Mal in mehr als zwei Jahre im Mai.

Aber Nissan tally blieben gesund.

In der ersten Hälfte, verkauft DFL 734.440 Fahrzeugen um 13,4 Prozent über dem Vorjahresniveau, schlägt ein 3,4 Prozent klettern in der Gesamtmarkt.

Toyota verkaufte 354.400 Fahrzeuge, minus 2,2 Prozent gegenüber dem Vorjahr, während Honda sank der Umsatz um 8,9 Prozent auf 236.264 Einheiten.

Branchenbeobachter Attribut Nissan stellaren Umsatz seiner breiteres Produktangebot und flexibler Teile-Beschaffung Praktiken, die es weniger anfällig für Teile Engpässe in der Folge des tödlichen Erdbeben in Japan und dem Tsunami im März.

"Nissan ... über dem Markt. Seine Krawatte mit Renault könnte dabei hilfreich sein, wenn es um die Teileversorgung kommt", sagte Yale Zhang, Geschäftsführer der Auto Foresight, einem in Shanghai ansässigen Industrie-Beratung.

Ghosn bleibt optimistisch über Nissan das Wachstumspotenzial in China.

"Wir haben systematisch falsch über China auf die Prognose für den letzten sieben Jahren. Es gab nicht einmal einem Jahr haben wir auch nur annähernd ... Und wir waren falsch auf der konservativen Seite."

EV POTENTIAL

Zur Stärkung Chinas Energiesicherheit, hat Peking erklärte die Elektrofahrzeug-Industrie eine der obersten Prioritäten, die Zweckbindung 1500000000 $ pro Jahr für die nächsten 10 Jahre um das Land zu einem der führenden Hersteller von umweltfreundlichen Fahrzeugen zu verwandeln.

Doch die Kunden bleiben unbeeindruckt von den hohen Kosten und der begrenzten Reise Reichweite der Fahrzeuge und ein Mangel an Ladeinfrastruktur.

In Shanghai, eine riesige Metropole mit mehr als 20 Millionen Menschen gibt es nur 10 registrierte Elektroautos, während die Zahl in Hangzhou ist nur geringfügig höher bei 25, nach China Business News.

Dennoch ist Ghosn, um den Verkauf ihrer lokal hergestellte elektrische Venucia in China im Jahr 2015, Eintritt in die Gleichen von GM, Volkswagen und Daimler auf grün Chancen in das Land zu erkunden verpflichtet.

"Mit der chinesischen Regierung klar sagen, dass sie gehen, um neue Energie Fahrzeuge unterstützen ... du wirst mehr zu bieten sehen", sagte er. "Also ich erwarte in den nächsten fünf Jahren die Branche boomt weiter!"
© Copyright (c) Driving


http://translate.googleusercontent.com/translate_c?hl=de&lan…

[Erni09]

news von unserer hauptaktionärs beteiligung .


Monarques Resources Inc. Intersects Rare Earth Elements (REE) Mineralization (up to 1.50% Total Rare Earth Oxide - TREO) in the Arques Complex

QUEBEC CITY, QUEBEC--(Marketwire - Sept. 15, 2011) - Monarques Resources Inc. ("Monarques" or the "Company") (TSX VENTURE:MQR) is pleased to report the results of five diamond drill holes that were completed during the winter 2011 exploration campaign on its 100% owned Arques property. The Arques property is part of Monarques 125 km long polymetallic property package, that is located in the lower James Bay region of Quebec.

"Our 2011 winter program has provided an extraordinary surprise as it has confirmed the Arques complex as a new REE bearing unknown intrusive alkaline complex." said Guy Bourassa, Monarque's President & CEO. "Our exploration efforts will now focus on depicting the intrusion to distinguish any Rare Earth Elements, Niobium and Tantalum enriched lithologies."

Highlights:

The Arques 2011 winter drilling program was designed to explore an ellipsoidal magnetic feature modeled by a magmatic intrusion of about 8 km by 5 km. Five diamond drill holes (DDH) were positioned in a manner to intersect interpreted magnetic lineaments. All holes have mainly revealed critically undersaturated lithologies (monzonite). In addition, the hole RUP-11-05 has returned TREO values of 0.77% over 2.1 meters, 0.80% over 3.8 meters and 0.59% over 3.1 meter of which the best intersection grades 1.50% TREO over 1.0 meter.

As only the most differentiated lithologies have been sampled, the Company will review the drill core to conduct new sampling if required.

Following these encouraging results, the Company has begun its Phase II exploration program. This summer, a track-etching radiometric survey covering the entire complex (749 reading station) provided multiple high contrast anomalies. Monarques is initiating a 2,200 m diamond drilling program to follow up on these targets during the coming winter.

The technical sections of this press release have been prepared by Yves Caron, M.Sc., P. Geo., Vice-President Exploration for Monarques and qualified persons as defined in National instrument 43-101.

The samples have been shipped for preparation (crushing and pulverization) to the facilities of Table Jamesienne de Concertation Miniere (TJCM) in Chibougamau. The prepared samples were then sent by courier to ALS Chemex facilities of Val-d'Or in Quebec ("ALS") for analysis under methods ME-MS81 and ME-ICP06. This laboratory is recognized by industry and accredited ISO/IEG 17025: 2005 by the Canadian Council of standards. Monarques Resources Inc. implements a rigorous quality control protocol to its operations, including the insertion of analytical control samples, duplicates and blanks and the follow-up on the results of these assays.

ABOUT MONARQUES RESOURCES INC.

Monarques Resources Inc. (TSX VENTURE:MQR) is a mineral exploration company that is exploring for base metals, platinum group element (PGE) and precious metals on its 100% owned properties in the Lower James Bay Region of Quebec. These properties are entirely underlain by the Lac des Montagnes polymetallic greenstone belt formation, which hosts multiple showings and drill ready targets in addition to the Nisk-1 deposit. Monarques mineral assets are comprised of 1,233 map designated claims divided in 10 properties known as Arques, Amiral, Bourier, Caumont, Dumulon, Duval, Lemare, Nisk, Rosebay and Valiquette. The most advanced asset is the Nisk-1 deposit (nickel, copper, PGE) located on the Nisk property which contains a NI 43-101 compliant resource estimate prepared by Pierre Trudel, PH.D. Eng., of RSW Inc. and dated December 19, 2009. The properties are accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and are located near the Cree community of Nemaska and the Nemiscau airport. Nemaska Exploration inc. (TSX VENTURE:NMX) and (OTCQX:NMKEF), an advanced lithium exploration and development company is a major shareholder of Monarques.

The statements herein that are not historical facts are forward-looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward-looking statement.


http://www.benzinga.com/pressreleases/11/09/m1919265/monarqu…

[Erni09]

news

Nemaska Files the Notice of Project Before the COMEV for the Whabouchi Deposit and Provides Update on Work in Progress

QUEBEC, QUEBEC--(Marketwire - Sept. 19, 2011) - Nemaska Exploration Inc. ("Nemaska" or "the Company") (TSX VENTURE:NMX)(OTCQX:NMKEF)(FRANKFURT:NOT) is pleased to provide an update on the Whabouchi project, for which the most recent resource estimate confirms a total of 25,078,000 tonnes of spodumene grading 1.54% Li2O (report prepared by Mr. André Laferrière, M.Sc. P.Geo and dated July 1, 2011).

Filing of the Notice of Project before the COMEV (Environmental Assessment Committee of Northern Quebec Projects)

The Company confirms that is has filed before the COMEV, a notice of project concerning the intention to open and operate a mine producing 1,000,000 tonnes per year, with initial mining reserves of 20,000,000 tonnes, expected mine life of 20 years, and production of 202,000 tonnes per year of spodumene concentrate (lithium oxide, Li2O " the Project ". The firm EnviroCri of Rouyn-Noranda, under the management of Mrs. Anne Lamontagne, P. Eng, Ph.D, was awarded the mandate to manage the environmental aspects of the Project and to obtain the permits required. The environmental study will be completed during the month of September. An initial base line environmental study was completed in August 2010 by Genivar Inc.

Definitive Feasibility Study

In parallel, the Company has mandated BBA Inc., of Montreal to conduct the definitive feasibility study for the Project (The Feasibility study). The Feasibility study is under the supervision of Mr. Yves Dessureault, Eng, Ph. D, MBA as BBA's project manager.

BBA inc. was also involved in the Preliminary Economic Assessment on the project prepared by Equapolar Consultants Limited and dated March 5, 2011.

Appointment of Mr. Pierre Demers as Vice-President Development, Whabouchi Project

The Company is pleased to confirm that it has appointed Mr. Pierre Demers, Eng. as Vice- President Development, Whabouchi project. Mr. Demers is responsible for the progress of the Whabouchi Project and will oversee the various consultants and contractors involved in the Project and the Feasibility study. Mr. Demers is a mining engineer with over 40 years of experience in diversified mineral processing and heavy industry projects. He has managed projects from preliminary studies to feasibility and engineering and construction. Mr. Demers has served in the capacity of Project Manager for several major mining projects in Canada and abroad.


http://www.istockanalyst.com/business/news/5424436/nemaska-f…

[MFC500]

Antwort auf Beitrag Nr.: 42.105.885 von Erni09 am 19.09.11 15:18:25

da fehlt ein Teil der Meldung:

Pilot plant Metallurgical tests

Spodumene concentrate

Metallurgical testing on a 58 tonnes bulk sample, announced on May 5, 2011, is proceeding according to schedule. The first phase, a pilot plant treatment of bulk sample material to produce a spodumene concentrate using DMS (dense media separation) technology has been completed. Phase 2 will produce spodumene concentrate by flotation and will treat separately:

1. representative sample material for an all-flotation option, and
2. the fines and middling products from the DMS pilot plant for a combined DMS flotation option.

These two pilot plant phases will provide necessary metallurgical data that will be input into the Definitive Feasibility Study for production of saleable spodumene concentrate.

Production of lithium carbonate and hydroxide

The Company also confirms that it is conducting metallurgical tests to establish the definitive production process for making lithium carbonate and lithium hydroxide monohydrate from spodumene concentrate. These additional tests should be completed during the month of October 2011 and will be employed in the design of a hydrometallurgical pilot plant to generate data for a further feasibility study for the construction of a lithium carbonate and hydroxide production plant in the Province of Quebec. This latter feasibility study will be initiated as soon as the Definitive Feasibility study for production of spodumene concentrate is completed.

http://finance.yahoo.com/news/Nemaska-Files-the-Notice-of-cc…

[Erni09]

Antwort auf Beitrag Nr.: 42.106.290 von MFC500 am 19.09.11 16:14:08

oh oh entschuldige war keine absicht, auf meinen link ist leider nicht mehr.

[Erni09]

ein neues video über die lithium liegenschaft in whabouchi, läuft bei mir leider ohne ton.

http://www.b-tv.com/features/watch-now.html?clip=NemaskaExpS…

[MFC500]

BTV-Business Television Features Nemaska Exploration, Queenston Mining and Kevin O'Leary

http://www.broadcastermagazine.com/press-releases/story.aspx…

[MFC500]

Nemaska Announces It Will Retain the Services of Bay Capital Markets

Nov. 3, 2011

Nemaska is pleased to announce it will retain the services of Bay Capital Markets Inc. for the purposes of providing financial public relations services pertaining to the activities of the Corporation. In carrying out its mandate, Bay Capital Markets Inc. will establish a closer and more constant relationship between the Corporation and the financial community as well as from news media, the whole subject to the terms and conditions of an agreement to be entered into between Nemaska and Bay Capital Markets Inc (the "Agreement").

The Agreement has a term of twelve months from the date of its signature with renewal terms of six to twelve months.

In consideration for its services, Bay Capital Markets Inc. will receive a monthly service fee of $6,000. Bay Capital Markets Inc. is also entitled to the reimbursement of certain fees and expenses in connection with the services provided to Nemaska.

Upon signature of the Agreement, an option will be granted to Bay Capital Markets Inc. (the "Option") to purchase up to a maximum of 250,000 common shares of Nemaska (the "Option Shares") at a price of $0.40 per common share for a period of two years following the date of grant or for 30 days following the termination of the Agreement. The Option may not be exercised during the three months following the date of grant. Thereafter, the Option may be exercised, in whole or in part, in respect of one-fourth of the Option Shares for each subsequent quarter.

The Agreement, the payment of the service fee and the grant of the Option are subject to the approval of the TSX Venture Exchange.

Mr. Bosko Djurovic is the President, the sole director and the main shareholder of Bay Capital Markets Inc. He will be the person who will provide services to the Corporation. The registered office of Bay Capital Markets Inc. is located at 1200 McGill College, suite 110, Montreal, Quebec.

There is no prior relationship between Bay Capital Markets Inc. and Nemaska, nor is there any direct or indirect interest in Nemaska or its securities or any right or intent to acquire such an interest on the part of Bay Capital Markets Inc., except for the aforementioned Option.

http://tmx.quotemedia.com/article.php?newsid=45835479&qm_sym…

[MFC500]

November 4, 2011

Nemaska is pleased to announce that it has entered into an agreement with a syndicate of agents led by Dundee Securities Ltd. and including Industrial Alliance Securities Inc. and Fraser Mackenzie Limited (the "Agents") for a private placement of 21,875,000 common shares in the capital of the Corporation (the "Common Shares") at a price of $0.40 per Common Share (the "Offering Price") for aggregate gross proceeds of $8,750,000 (the "Offering"). The Offering is being conducted on a best efforts basis by the Agents and is expected to close on or about November 30, 2011 (the "Closing Date"). In addition, the Corporation has granted the Agents an option (the "Over-allotment Option") to offer up to an additional 15% of the Common Shares sold pursuant to the Offering, at the Offering Price, exercisable in whole or in part at any time up to 48 hours prior to the Closing Date.

Concurrently with, and as part of, the Offering, Chengdu Tianqi Industry Group Co., Ltd. ("Tianqi") has indicated that it will subscribe to a number of Common Shares that will represent, together with the Common Shares it already indirectly owns, approximately 19.9% of the issued and outstanding Common Shares of the Corporation as at the Closing Date. Tianqi currently owns, through an absolute controlled subsidiary, TQC Group (Netherlands) Cooperatief U.A. ("TQC"), an aggregate of 7,370,468 Common Shares (representing approximately 9.95% of the 74,054,674 issued and outstanding Common Shares of the Corporation) and 4,963,050 share purchase warrants. As at the Closing Date, the 4,963,050 share purchase warrants owned by TQC will be amended to provide for a limitation to the number of Common Shares that may be indirectly held by Tianqi (including the Common Shares to be issued to TQC), from the exercise of such warrants, to 19.9% of the outstanding Common Shares at any time. Excluding the Over-allotment Option, in order to own 19.9% of Nemaska's outstanding Common Shares as at the closing of the Offering, Tianqi would be required to subscribe for approximately 54% of the Offering.

"Tianqi's decision to increase their investment in Nemaska is a welcomed endorsement of this Offering as well as the merits of our Whabouchi project. We are pleased to strengthen our relationship with Tianqi. As the largest lithium battery material provider in China that uses spodumene concentrate as its key raw materials input, we view Tianqi as an important strategic and financial partner," commented Guy Bourassa, President and CEO of Nemaska Exploration. "With this financing, we remain on track to commence production in 2013 and we are continuing advanced discussions to supply spodumene concentrate to multiple suppliers. At the same time, we are also advancing discussions on becoming more vertically integrated by supplying both lithium carbonate and lithium hydroxide products to the market."

The net proceeds of the Offering will be used to complete the definitive feasibility study and obtain the required permits for the Whabouchi lithium deposit (the "Whabouchi Project"), complete pilot plant hydrometallurgical tests as well as for general corporate purposes. The Corporation has agreed to pay the Agents a cash commission of up to 7% of the gross proceeds of the Offering and issue options (the "Compensation Options") to purchase a number of Common Shares of up to 7% of the Common Shares issued pursuant to the Offering exercisable for 18 months following the Closing Date of the Offering.

The Offering is subject to certain conditions including, but not limited to, the receipt of all regulatory approvals.

The securities to be issued will be subject to a hold period of 4 months and a day in Canada.

http://www.canadianminingjournal.com/press-releases/story.as…

[Kaschmirkanzler]

Die Kapitalerhöhung wird hoffentlich vollständig platziert, sie wird allerdings nicht durch die Banken garantiert. Schön ist, dass keine Warrants oder Optionen ausgereicht werden sollten, um die Platzierung durchführen zu können. Dafür ist der Kurs der Kapitalerhöhung leider ohne Aufpreis erfolgt. Der chinesische Partner hat die Absicht bekundet, über die Kapitalerhöhung seinen Anteil an NMX auf 19,9 % zu erhöhen. M.E. insgeamt eine gute Nachricht.

[MFC500]

Die Konditionen der Kapitalerhöhung sind wirklich in Ordnung:

- keine Warrants/Optionen --> das ist selten
- kein Kursabschlag --> auch das ist selten
- der chin. Partner und Großaktionär will seinen Anteil kräftig ausbauen

[Erni09]

Antwort auf Beitrag Nr.: 42.304.055 von Kaschmirkanzler am 04.11.11 16:58:11

Tianqi Industry Group Co hatte noch zuletzt aktien zu 0,50 Cad erhalten.

[Kaschmirkanzler]

Antwort auf Beitrag Nr.: 42.305.055 von Erni09 am 04.11.11 19:55:41

Das ist nicht ganz richtig, Chengdu Tianqi Industry Group Co., Ltd. hat als Konzern für eine Aktie und einen halben Warrant auf Bezug einer Aktie 0,50 CAN$ gezahlt.

"Under the terms of the subscription agreement previously announced on January 4, 2011, the absolute controlled subsidiary of Tianqi will receive 7,370,468 common shares (the "Shares") of Nemaska at a price of $0.50 per Share and 4,963,050 share purchase warrants (the "Warrants") for aggregate gross proceeds of $3,685,234 (the "Private Placement")."

Allerdings sind die Warrant zurzeit unter Wasser, da diese bis zum 5 März 2012 zum Bezug von Aktien zum Kurs von 0,61 CAN$ berechtigen:

"Each Warrant entitles its holder to purchase until March 5, 2012, one additional Share at an exercise price of $0.61 per Share."

http://nemaskaexploration.mwnewsroom.com/press-releases/Nema…

[Erni09]

Antwort auf Beitrag Nr.: 42.310.337 von Kaschmirkanzler am 07.11.11 08:09:16

ok danke...

[Erni09]

Nemaska Exploration Inc.: Follow-Up of the Annual General and Special Meeting of Shareholders of the Corporation


QUEBEC CITY, QUEBEC, CANADA--(Marketwire - Nov. 24, 2011) - NEMASKA EXPLORATION INC. ("Nemaska" or the "Corporation") (TSX VENTURE:NMX)(OTCQX:NMKEF)(FRANKFURT:N0T) announces that it held, last November 22, its annual general and special meeting (the "Meeting") during which the shareholders of Nemaska re-elected Messrs. Michel Baril, Guy Bourassa, Yves Caron and Rene Lessard as well as Ms. Judy Baker as directors of the Corporation. Also, Ms. Vivian Wu, Vice President (Corporate Development) of Chengdu Tianqi Industry Group Co., Ltd., an integrated company group located in China involved in lithium compounds, minerals and agricultural machinery, will act as new member of the Corporation's Board of Directors. Moreover, during the Meeting, the shareholders of Nemaska voted in favour of the appointment of KPMG LLP as new external auditor of the Corporation until the next annual meeting of shareholders of the Corporation.
Adoption of a New Stock Option Plan
During the Meeting, the shareholders of the Corporation voted in favour of the adoption of a new stock option plan for the employees, officers, directors or consultants of the Corporation or any of its subsidiairies and the persons employed to perform investor relations activities (the "Plan"). The Plan is a rolling stock option plan pursuant to which a maximum of 10% of the issued shares in the capital of the Corporation being outstanding from time to time is reserved for the grant of stock options. The adoption of the Plan remains subject to the final approval of the TSX Venture Exchange.
Amendment to the Shareholder Rights Plan Agreement
The shareholders of Nemaska also adopted during the Meeting the resolution concerning the ratification of the amendment dated October 27, 2011 (the "Amendment") to the Shareholder Rights Plan Agreement entered into between the Corporation and Computershare Investor Services Inc. on October 28, 2010 and ratified during the annual general and special meeting held on November 22, 2010 (the "Rights Plan").
The Amendment allows Nemaska's Board of Directors, acting in good faith, to waive the application of the provisions pertaining to a Flip-in Event as provided in the Rights Plan in favour of a person who becomes a beneficial owner of 20% or more of the outstanding voting shares of the Corporation by way of a private placement or by a prospectus.
The Amendment remains subject to the final approval of the TSX Venture Exchange. Copies of the Rights Plan and the Amendment are available on the SEDAR web site at www.sedar.com.
Amendment to the Articles of Incorporation
Following the favourable vote of the shareholders during the Meeting, Nemaska announces that it amended its articles of incorporation for the purposes of allowing the directors of the Corporation in office to appoint one or more additional directors, who shall hold office for a term expiring not later than the close of the next annual meeting of shareholders, but the total number of directors so appointed may not exceed one third of the number of directors elected at the previous annual meeting of shareholders. This amendment to the articles of incorporation of the Corporation pertaining to the appointment of additional directors has been approved by the TSX Venture Exchange.
Furthermore, with respect to the amendment to its articles of incorporation, Nemaska has also changed its name for Nemaska Lithium Inc. The stock symbol of the Corporation will remain unchanged. The change of name is subject to the final approval of the TSX Venture Exchange.
About Nemaska
Nemaska is an exploration and development corporation involved in the James Bay region of Quebec. Nemaska intends to concentrate on the development of its Whabouchi lithium deposit and to conduct exploration work on its 100% owned Sirmac lithium project. Whabouchi deposit is easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska also owns 47.4% of Monarques Resources Inc. (TSX VENTURE:MQR).
Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.
Neither 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.

http://digitaljournal.com/pr/501939

[Erni09]

Antwort auf Beitrag Nr.: 42.395.994 von Erni09 am 24.11.11 19:13:07

Darauf habe ich schon lange gewartet und das Eyploration wegfällt.

"Darüber hinaus im Hinblick auf die Änderung seiner Satzung hat Nemaska ​​auch seinen Namen für Nemaska ​​Lithium Inc. geändert"

[brocklesnar]

hallo zusammen,
ich suche für das nächste Jahr einen guten Lithiumwert und bin nun hier gelandet.
Also was die Fachuser hier angeht, die sind sehr gut vertreten und mir bekannt

Schwanke nun zwischen Galaxy Re. (Produzent) und diesem Wert.

Was mir hier nicht gefällt ist das schwache Volumen in CAN obwohl sehr gute News in den letzten Wochen kamen.

Ich setze den Wert auf jedenfall mal auf die Watchlist.

gruß brocki

[Erni09]

Unsere Tochter Monarques Resources Inc. hat eine Hompage, ich sehe heute zum ersten mal.

http://www.monarquesresources.com/en/

[MFC500]

Nemaska Announces Amendment to Warrants

http://finance.yahoo.com/news/Nemaska-Announces-Amendment-cc…

[joy-stick]

Antwort auf Beitrag Nr.: 42.493.919 von MFC500 am 17.12.11 00:26:45

Ist das nicht gelinde gesagt eine Frechheit? Einfach die Laufzeit von Optionen zu verlängern, von denen Direktoren auch noch welche halten, empfinde ich als Angriff auf die Interessen der übrigen Aktionäre. Diese haben ein Interesse daran, dass diese drohende Verwässerung mit dem ursprünglichen Verfallsdatum beendet wird. Die "Rechtfertigung", die Marktverhältnisse hätten eine Umwandlung nicht zugelassen, halte ich für groben Unfug. Jedem Investor ist klar, dass es an der Börse keine Garantie für Kursgewinne gibt.

[MFC500]

Antwort auf Beitrag Nr.: 42.494.800 von joy-stick am 17.12.11 15:08:09

Grundsätzlich stimme ich dir zu; diese Optionen sollten verfallen. Leider sind diese "Amendments" von Optionen/Warrants derzeit recht populär. Immerhin wurden sie nur um ein halbes Jahr verlängert und - sehr wichtig! - der Bezugspreis wurde nicht abgesenkt. Insofern kann man m.E. damit leben

[joy-stick]

Dann bin ich mal sehr gespannt, was beim nächsten Auslauftermin passiert. Nicht, dass das so eine wir-machen-es-immer-wieder story wird und die Interessen der übrigen Aktionäre mit Füßen getreten werden. Was sich manches Management einfach so herausnimmt, hat mit meiner traditionellen Auffassung von Redlichkeit und Kaufmannehre etc. rein gar nichts mehr zu tun. Jeder rafft, was er kriegen kann.

[Erni09]

nuja nemaska lithium ist kein schneller zock.

[Erni09]

December 22, 2011 14:59 ET
Nemaska Announces Closing of $8,000,000 Financing

QUÉBEC CITY, QUÉBEC, CANADA--(Marketwire - Dec. 22, 2011) -

NOT FOR DISTRIBUTION IN THE UNITED STATES

Nemaska Lithium Inc. (formerly, NEMASKA EXPLORATION INC.) (the "Corporation") (TSX VENTURE:NMX)(OTCQX:NMKEF) is pleased to announce that it has closed the previously announced brokered private placement of an aggregate of 20,000,000 common shares in the capital of the Corporation (each a "Common Share" and collectively the "Common Shares"), at a price of $0.40 per Common Share for aggregate gross proceeds of $8,000,000 (the "Offering") to the Corporation.

The Offering was completed through a syndicate of agents led by Dundee Securities Ltd., and including Industrial Alliance Securities Inc., National Bank Financial Inc. and Fraser Mackenzie Limited (collectively the "Agents").

In consideration for their services rendered in connection with the Offering, the Agents received an aggregate cash commission of $367,050 and an aggregate number of 917,625 warrants (the "Broker Warrants"). The Broker Warrants entitle the Agents to subscribe for an aggregate number of 917,625 Common Shares, at a price of $0.40 per Common Share, until June 21, 2013.

Of the 20,000,000 Common Shares issued pursuant to the Offering, 11,425,000 Common Shares were issued to TQC Group (Netherlands) Coöperatief U.A., an absolute controlled subsidiary of Chengdu Tianqi Industry Group Co., Ltd. (collectively, the "Tianqi Group"). These Common Shares represent, together with the Common Shares already beneficially owned by the Tianqi Group, approximately 19.9% of the issued and outstanding Common Shares of the Corporation. Prior to the Offering, the Tianqi Group beneficially owned an aggregate of 7,370,468 Common Shares (representing approximately 9.95% of the 74,054,674 Common Shares that were issued and outstanding prior to the Offering) and 5,161,572 share purchase warrants (the "Warrants"). The 5,161,572 Warrants beneficially owned by the Tianqi Group were amended to provide for a limitation to the number of Common Shares that may be beneficially owned by the Tianqi Group to a maximum percentage of 19.9% of the outstanding Common Shares immediately after giving effect to the exercise of any such Warrant.

Each of the subscription, by the Tianqi Group, to 11,425,000 Common Shares of the Corporation and the amendment to the terms of the 5,161,572 Warrants beneficially owned by the Tianqi Group constitutes a "related party transaction" within the meaning of Regulation 61-101 respecting Protection of Minority Security Holders in Special Transactions ("Regulation 61-101") and TSX Venture Exchange Policy 5.9 - Protection of Minority Security Holders in Special Transactions. However, the directors of the Corporation who voted in favour of the Offering and the amendment to the terms of the Warrants beneficially owned by the Tianqi Group have determined that the exemptions from formal valuation and minority approval requirements provided for respectively under subsections 5.5(a) and 5.7(1)(a) of Regulation 61-101 can be relied on as neither the fair market value of the Common Shares issued to and Warrants beneficially owned by the Tianqi Group nor the fair market value of the consideration paid by the Tianqi Group for such Common Shares and Warrants exceeds 25% of the Corporation's market capitalization. None of the Corporation's directors has expressed any contrary views or disagreements with respect to the foregoing.

A material change report in respect of this related party transaction will be filed by the Corporation but could not be filed earlier than 21 days prior to the closing of the Offering due to the fact that the terms of the participation of each of the non-related parties and the related party in the Offering and the participation percentages thereof were not sufficiently confirmed.

The subscription by the Tianqi Group was made pursuant to a subscription agreement dated as of today between the Tianqi Group and the Corporation which contains standard provisions of subscription agreements as well as a right for the Tianqi Group to nominate two members on the Corporation's Board of Directors and to subscribe in the Corporation's future financings on a pro-rata basis.

The net proceeds of the Offering will be used by the Corporation to complete the definitive feasibility study and obtain the required permits for the Whabouchi lithium deposit, to complete pilot plant hydrometallurgical tests as well as for general corporate purposes.

All securities issued pursuant to this Offering are subject to a restricted period of four months and a day.

The Corporation expects to be able to file shortly all required documentation to satisfy the conditional acceptance of the TSX Venture Exchange.

The Corporation also announces that it has received offers from potential investors for an additional amount of up to $750,000 to subscribe in a subsequent tranche of the Offering subject to certain conditions being met. In such a case, a second closing is expected to occur within a few weeks. This would allow the Corporation to complete the previously announced private placement of $8,750,000.

About Nemaska

Nemaska is an exploration and development corporation involved in the James Bay region of Québec. Nemaska intends to concentrate on the development of its Whabouchi lithium deposit and to conduct exploration work on its 100% owned Sirmac lithium project. Whabouchi deposit is easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and is located near the Cree community of Nemaska and the Némiscau airport. Nemaska also owns 47.2% of Monarques Resources Inc. (TSX VENTURE:MQR).

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.

Neither 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.



http://www.marketwire.com/press-release/nemaska-announces-cl…

[MFC500]

neuer Q-Bericht

Finanzen
http://www.sedar.com/GetFile.do?lang=EN&docClass=5&issuerNo=…

MD&A
http://www.sedar.com/GetFile.do?lang=EN&docClass=7&issuerNo=…

[Erni09]

Ein paar Berichte zusammengefasst.


http://www.theenergyreport.com/pub/co/3586

[Erni09]

Auch recht neu

http://www.theenergyreport.com/cs/user/download/co_file/2646…

[MFC500]

Antwort auf Beitrag Nr.: 42.566.422 von Erni09 am 08.01.12 20:17:44

nette Zusammenfassung; interessante Seite. Thanks

[joy-stick]

Interessante Präsentation:

http://www.objectivecapitalconferences.com/ocic/globalR2011/…

[Erni09]

mal eine info, die großen drängen in den batteriemarkt rein.


BASF erwirbt für 50 Mio USD Anteil an US-Batterie-Entwickler

LUDWIGSHAFEN (Dow Jones)--Der weltweit größte Chemiekonzern BASF festigt seine Partnerschaft mit Sion Power und beteiligt sich für 50 Mio US-Dollar an dem US-Batterieentwickler. Die Ludwigshafener erhalten nach eigenen Angaben eine Minderheitsbeteiligung und zwei Vorstandsposten. BASF und die Gesellschaft aus Tuscon im US-Bundesstaat Arizona wollen die Vermarktung einer neuartigen Batterietechnologie beschleunigen.


"Damit schaffen wir die Voraussetzung dafür, (...) den Markt für Batteriematerialien in den nächsten Jahren mit innovativer Lithium-Schwefel-Technologie zu versorgen", sagte Andreas Kreimeyer, Vorstandsmitglied der BASF SE. Die Beteiligung stelle eine Ergänzung zum BASF-Geschäft bei der Entwicklung von Elektrolyten und Kathodenmaterialien für Lithium-Ionen-Batterien dar.

http://www.maerkischeallgemeine.de/cms/beitrag/12257732/5934…

[Erni09]

Nemaska Announces Closing of Additional $700,000 Financing

January 19, 2012

QUÉBEC CITY, QUÉBEC, CANADA--(Marketwire - Jan. 19, 2012) -

NOT FOR DISTRIBUTION IN THE UNITED STATES

Nemaska Lithium Inc. (formerly, NEMASKA EXPLORATION INC.) (the "Corporation") (TSX VENTURE:NMX)(OTCQX:NMKEF) is pleased to announce that it has closed, as of January 18, 2012, a second tranche (the "Second Offering") of a brokered private placement of an aggregate of 21,750,000 common shares in the capital of the Corporation (each a "Common Share" and collectively the "Common Shares"), at a price of $0.40 per Common Share for aggregate gross proceeds of $8,700,000 to the Corporation, the first tranche of which was previously announced and closed as of December 22, 2011 (the "First Offering").

The Second Offering of an aggregate of 1,750,000 Common Shares at a price of $0.40 per Common Share for aggregate gross proceeds of $700,000 completed the First Offering which was for an aggregate of 20,000,000 Common Shares and for aggregate gross proceeds of $8,000,000.

Both the First Offering and the Second Offering were completed through a syndicate of agents led by Dundee Securities Ltd., and including Industrial Alliance Securities Inc., National Bank Financial Inc. and Fraser Mackenzie Limited (collectively the "Agents").

In consideration for their services rendered in connection with the Second Offering, the Agents received an aggregate cash commission of $48,125 and an aggregate number of 120,313 warrants (the "Broker Warrants"). The Broker Warrants entitle the Agents to subscribe for an aggregate number of 120,313 Common Shares, at a price of $0.40 per Common Share, until July 18, 2013.

Of the 1,750,000 Common Shares issued pursuant to the Second Offering, 312,500 Common Shares were issued to TQC Group (Netherlands) Coöperatief U.A., an absolute controlled subsidiary of Chengdu Tianqi Industry Group Co., Ltd. (collectively, the "Tianqi Group"). These Common Shares represent, together with the Common Shares already beneficially owned by the Tianqi Group, approximately 19.9% of the issued and outstanding Common Shares of the Corporation. Prior to the Second Offering, the Tianqi Group beneficially owned an aggregate of 18,795,468 Common Shares (representing approximately 19.96% of the 94,154,674 Common Shares that were issued and outstanding prior to the Second Offering) and 5,161,572 share purchase warrants. The 312,500 Common Shares were issued pursuant to the exercise by the Tianqi Group of a right to subscribe in the Corporation's future financings, such as the Second Offering, on a pro-rata basis that was provided for in a subscription agreement dated December 22, 2011 entered into between the Tianqi Group and the Corporation. The subscription agreement also contained standard provisions of subscription agreements as well as a right for the Tianqi Group to nominate two members on the Corporation's Board of Directors.

The acquisition, by the Tianqi Group, of 312,500 Common Shares of the Corporation in the Second Offering constitutes a "related party transaction" within the meaning of Regulation 61-101 respecting Protection of Minority Security Holders in Special Transactions ("Regulation 61-101") and TSX Venture Exchange Policy 5.9 - Protection of Minority Security Holders in Special Transactions. However, the directors of the Corporation who voted in favour of the Second Offering have determined that the exemptions from formal valuation and minority approval requirements provided for respectively under subsections 5.5(a) and 5.7(1)(a) of Regulation 61-101 can be relied on as neither the fair market value of the Common Shares issued to the Tianqi Group nor the fair market value of the consideration paid by the Tianqi Group for such Common Shares exceed 25% of the Corporation's market capitalization. None of the Corporation's directors has expressed any contrary views or disagreements with respect to the foregoing.

A material change report in respect of this related party transaction will be filed by the Corporation but could not be filed earlier than 21 days prior to the closing of the Second Offering due to the fact that the terms of the participation of each of the non-related parties and the related party in the Second Offering and the participation percentages thereof were not confirmed.

The net proceeds of the Second Offering, along with those of the First Offering will be used by the Corporation to complete the definitive feasibility study and obtain the required permits for the Whabouchi lithium deposit, to complete pilot plant hydrometallurgical tests as well as for general corporate purposes.

All securities issued pursuant to this Second Offering are subject to a restricted period of four months and a day.

The Corporation expects to be able to file shortly all required documentation to satisfy the conditional acceptance of the TSX Venture Exchange.

About Nemaska

Nemaska is an exploration and development corporation involved in the James Bay region of Québec. Nemaska is focusing on the development of its Whabouchi lithium deposit and the exploration work on its 100% owned Sirmac lithium project. Whabouchi deposit is easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and is located near the Cree community of Nemaska and the Némiscau airport. Nemaska also owns 47.2% of Monarques Resources Inc. (TSX VENTURE:MQR).

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.

Neither 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.

FOR FURTHER INFORMATION PLEASE CONTACT:
Guy Bourassa
President, Chief Executive Officer and Secretary
[phone]
[e-mail]

Bosko Djurovic
Investors Relations
[phone]
[e-mail]



http://nemaskalithium.mwnewsroom.com/press-releases/nemaska-…

[Erni09]

es gab die lezten tage wieder insider käufe.

Filing
Date Transaction
Date Insider Name Ownership
Type Securities Nature of transaction # or value acquired or disposed of Unit
Price
Feb 17/12 Feb 13/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.385
Feb 17/12 Feb 13/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 21,000 $0.400
Feb 17/12 Feb 13/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.380
Feb 13/12 Feb 3/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.360
Feb 5/12 Feb 1/12 Cantore, Victor Direct Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.375

[Erni09]

NEWS

March 19, 2012 08:47 ET
Nemaska Lithium Produces High Purity Lithium Hydroxide from Innovative Chemical Transformation Process

- Announces Full Metallurgical Results -

QUÉBEC, CANADA--(Marketwire - March 19, 2012) - Nemaska Lithium Inc. ("Nemaska" or "the Corporation") (TSX VENTURE:NMX)(OTCQX:NMKEF) is pleased to announce the results from a multiple-phase pilot program performed at SGS Lakefield on a 58 tonne bulk sample taken from the Whabouchi lithium project. The program included single and multi-stage dense media separation (DMS), flotation, pyrometallurgy, and hydrometallurgy.

The objectives were:

to produce both spodumene concentrate product and battery-grade lithium chemicals (hydroxide and carbonate) to specifications for evaluation by potential customers.

to achieve a 6% Li2O spodumene concentrate for determining the feasibility of a stand-alone commercial concentrate production project.

Hydrometallurgy

Approximately 3 tonnes of combined DMS and flotation concentrate was calcined and acid-baked in a pilot plant kiln at FEECO International in Green Bay, Wisconsin for use as feed into a hydrometallurgical pilot plant at SGS Lakefield.

The hydrometallurgical pilot plant program demonstrated innovative departures from the standard flow sheet. High purity lithium hydroxide was produced directly from lithium sulphate. This process requires no reagent chemicals resulting in significant savings on the purchase of caustic soda that would be required with the traditional process. In addition, the process eliminates the evaporation, handling and disposal of sodium sulphate that would be produced in the traditional process. Capital costs of associated equipment are also saved. This completes the first phase of the hydrometallurgical pilot plant program. Lithium hydroxide samples have been sent to potential clients.

A laboratory scale process was successful in producing battery-grade lithium carbonate directly from the high purity lithium hydroxide produced in the first phase pilot plant. This innovative process does away with the need for expensive sodium carbonate (soda ash).

Mr. Guy Bourassa, President and CEO of Nemaska, commented: "We believe this is a ground breaking achievement in the chemical transformation of spodumene concentrate into battery grade lithium hydroxide. This is a value added product and, given the successful results to date, the company is currently evaluating the feasibility of building a lithium chemicals complex in the Province of Québec and becoming a producer of lithium hydroxide and lithium carbonate. Presently the market for lithium hydroxide is expanding and the current world production capacity will not meet the expected increase in demand. It is important to note that lithium hydroxide is a premium product that sells for approximately $6,300 a tonne versus $5,300 a tonne for lithium carbonate and we have demonstrated that we can produce hydroxide at a lower cost. Furthermore, there is a limited number of hydroxide producers and clients are looking for an additional reliable source of supply as the demand continues to grow. Nemaska believes its production will be timed to meet the increase in demand as well as provide a reliable alternative source."

Spodumene concentrate

Spodumene concentrate was produced using a combination of DMS plus flotation pilot plant and an all-flotation option.

The study revealed the best flow sheet process was the DMS-flotation combination which yielded an average 6.3% Li2 O concentrate with more than 80% recovery. It should be noted that locked-cycle flotation tests on a blasted sample and a mine-representative composite yielded 6.5% Li2O concentrates with an 89% and 85% recovery respectively. A full plant scale recovery of up to 85% Li2O is thought to be possible.

The final process is still under review but will be included in the Definitive Feasibility Study on the production of spodumene concentrate presently being drafted by BBA Inc.

The technical information in this press release has been prepared by Gary Pearse, P. Eng., Geo. qualified person as defined in National Instrument 43-101.

About Nemaska

Nemaska Lithium is an exploration and development company involved in the James Bay region of Quebec. Nemaska intends to concentrate on the development of its Whabouchi lithium deposit and to conduct exploration work on its 100% owned Sirmac lithium project. The Whabouchi deposit is easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and is located near the Cree community of Nemaska and the Némiscau airport. Nemaska also owns 47.2% of its subsidiary Monarques Resources Inc. (TSX VENTURE:MQR).

The statements herein that are not historical facts are forward‐looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward‐looking statement.

Neither 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.


http://www.marketwire.com/press-release/nemaska-lithium-prod…

[Erni09]

Nemaska Lithium Eligible for Quebec Stock Savings Plan II and, Nomination of a New Director

QUEBEC CITY, CANADA -- (Marketwire) -- 03/26/12 -- Nemaska Lithium Inc. ("Nemaska" or "the Corporation") (TSX VENTURE: NMX)(OTCQX: NMKEF) is pleased to announce that Nemaska shares are now listed as "valid shares" on the list of the Autorite des marches financiers.

The Quebec Stock Savings Plan II gives qualified corporations better access to capital markets by enabling individuals who reside in Quebec to deduct the adjusted cost of a qualifying share. The program is primarily intended to increase the demand for newly issued shares of small businesses.

Nemaska announces that the number of Directors has been increased to 7 and that Mr. Gordon Gao has joined the Board of Directors. Mr. Gao is Vice President of TQC Equipment Inc. (TQCE), the Canadian subsidiary of Chengdu Tianqi Industry Group Co., Ltd. Mr. Gao is based in Laval, Quebec, where he has been working since 2010. Before joining TQCE in 2009, he worked as an international business manager of Chengdu Enwei Group Co., Ltd. (2002-2009), which is specialized in medicine and health products. From 2000 to 2002, he worked in international trade department of Sichuan Leshan Zhengjing Leather Products Co., Ltd. Mr. Gordon Gao holds a Bachelor degree of Economics of East China Normal University, Shanghai, China (2000).

About Nemaska

Nemaska Lithium is an exploration and development company involved in the James Bay region of Quebec. Nemaska intends to concentrate on the development of its Whabouchi lithium deposit and to conduct exploration work on its 100% owned Sirmac lithium project. The Whabouchi deposit is easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska also owns 47.2% of its subsidiary Monarques Resources Inc. (TSX VENTURE: MQR).

The link hereby provided is a BTV interview of Mr. Guy Bourassa, President and Chief Executive Officer, as of March 12, 2012 of our Whabouchi Resources video: http://www.b-tv.com/i/videos/NemaskaLithiumUpdateMar12.wmv

The statements herein that are not historical facts are forward-looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward-looking statement.

Neither 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.

Contacts:
Wanda Cutler
Investor Relations
416 303-6460
[e-mail]

Victor Cantore
Investor Relations
514 831-3809
[e-mail]

Guy Bourassa
President
418 704 6038
[e-mail]
www.nemaskalithium.com

http://www.premiumpresse.de/nemaska-lithium-eligible-for-que…

[Erni09]

Nemaska Lithium (NMX: TSX.V) Update

http://www.b-tv.com/features/watch-now.html?clip=NemaskaLith…

[a.mueller [wO]]

Liebe Diskussionsteilnehmer,

wir haben die aktuelle ISIN CA64045C1068 mit dieser Diskussion verknüpft und wünschen weiterhin viel Freude und Erfolg.

Viele Grüße
a.mueller

[Erni09]

Insider legen weiter nach.

Filing
Date Transaction
Date Insider Name Ownership
Type Securities Nature of transaction # or value acquired or disposed of Unit
Price
Apr 2/12 Apr 2/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.390
Apr 2/12 Mar 30/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 9,000 $0.380
Mar 27/12 Mar 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.400
Mar 27/12 Mar 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 1,000 $0.405
Mar 27/12 Mar 23/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 600 $0.400


http://canadianinsider.com/node/7?menu_tickersearch=nmx

[Erni09]

Antwort auf Beitrag Nr.: 43.009.323 von Erni09 am 05.04.12 20:29:23

es geht weiter

Apr 10/12 Apr 9/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 2,500 $0.385
Apr 10/12 Apr 9/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.390

http://canadianinsider.com/node/7?menu_tickersearch=nmx

[Erni09]

laut hompage waren sie gestern auf roadshow.

NEMASKA LITHIUM Inc. presents at
du PASQUIER Natural Resources Symposium in Paris
on APRIL 12, 2012

[XIO]

Antwort auf Beitrag Nr.: 43.034.120 von Erni09 am 13.04.12 10:05:58

sind aber nicht die riesen beträge.. von daher würd ich darauf keinen wert legen

[Erni09]

doch schon weil es geht seit monaten so. riesen stücke als einzelorder bekommst du kaum, meine order wurde damals in 5 order aufgeteilt oder du legst richtig hin.

[Erni09]

Zitat von Erni09: Insider legen weiter nach.


Apr 2/12 Apr 2/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.390
Apr 2/12 Mar 30/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 9,000 $0.380
Mar 27/12 Mar 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.400
Mar 27/12 Mar 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 1,000 $0.405
Mar 27/12 Mar 23/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 600 $0.400


http://canadianinsider.com/node/7?menu_tickersearch=nmx

Zitat von Erni09: es geht weiter

Apr 10/12 Apr 9/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 2,500 $0.385
Apr 10/12 Apr 9/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.390

http://canadianinsider.com/node/7?menu_tickersearch=nmx

nochmal

Apr 18/12 Apr 18/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.395
Apr 18/12 Apr 11/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.390
Apr 18/12 Apr 11/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 2,500 $0.385
Apr 18/12 Apr 11/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.400


http://www.canadianinsider.com/node/7?menu_tickersearch=nmx

[Erni09]

[Erni09]

Nemaska Lithium Commissions PEA for Lithium Hydroxide Plant in Quebec

April 26, 2012

QUEBEC CITY, CANADA--(Marketwire - April 26, 2012) - Nemaska Lithium Inc. ("Nemaska" or "the Corporation") (TSX VENTURE:NMX)(OTCQX:NMKEF) is pleased to announce the commissioning of a Preliminary Economic Assessment (PEA) for the development of a lithium chemical complex in the Province of Quebec. The Corporation's decision to proceed with the PEA is based on the positive results of its multi-phase pilot program for the chemical transformation of spodumene concentrate to battery grade lithium hydroxide and lithium carbonate, as described in the March 19th press release. This second phase transformation facility is fundamental to Nemaska's strategy of meeting the ever-increasing demand for lithium hydroxide, a premium product required by international battery markets.

"Nemaska's strategy is to position the Corporation to become a world leading producer of lithium hydroxide for batteries, and to maximize value for our shareholders as well as for Quebec-based communities," said Guy Bourassa, President and Chief Executive Officer of Nemaska. "Quebec will be home to the only facility outside of China capable of achieving this value-added transformation and availing international buyers, specifically North American and European customers, to this premium product."

Technical support from our strategic partner Chengdu Tianqi Industry Group/Tianqi Lithium will facilitate the implementation of this unique process as well as assist with the development of highly competent local engineers. The Corporation remains confident that it will meet its previously announced timeline to put the Whabouchi deposit into production and begin producing a spodumene concentrate by the fourth quarter of 2013. The construction of the lithium hydroxide processing facility is scheduled to be completed in 2014.

Nemaska has selected Met-chem Canada Inc. to carry out the PEA study, with results expected for publication in the third quarter 2012. The PEA will contemplate the refining metallurgical processing facilities to transform spodumene concentrate into lithium hydroxide and carbonate as well as the capital expenditures associated with the construction of this state of the art chemical transformation plant. Nemaska is currently considering the optimal location for the facility within the Province of Quebec. The location of the facility will be determined prior to the publication of the PEA results. In parallel, the Corporation is advancing the Definitive Feasibility Study on the construction of a spodumene concentrate facility and mine, which is also scheduled for publication in the third quarter of 2012.

About Nemaska

Nemaska Lithium is an exploration and development company located in the James Bay region of Quebec. Nemaska is focused on the development of its Whabouchi lithium deposit and is conducting exploration on its 100% owned Sirmac lithium project. The Whabouchi deposit is easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and is located near the Cree community of Nemaska and the Némiscau airport. Nemaska also owns 47.2% of its subsidiary Monarques Resources Inc. (TSX VENTURE:MQR).

The statements herein that are not historical facts are forward‐looking statements. These statements address future events and conditions and so involve inherent risks and uncertainties. Actual results could differ from those currently projected. The Corporation does not assume the obligation to update any forward‐looking statement.

Neither 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.

FOR FURTHER INFORMATION PLEASE CONTACT:
Guy Bourassa
President
418 704-6038
[e-mail]

Wanda Cutler
Investor Relations
416 303-6460
[e-mail]
www.nemaskalithium.com

Bosko Djorovic
514 825-3036
[e-mail]


http://nemaskaexploration.mwnewsroom.com/press-releases/nema…

[Erni09]

Zitat von Erni09:

Zitat von Erni09: Insider legen weiter nach.


Apr 2/12 Apr 2/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.390
Apr 2/12 Mar 30/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 9,000 $0.380
Mar 27/12 Mar 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.400
Mar 27/12 Mar 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 1,000 $0.405
Mar 27/12 Mar 23/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 600 $0.400


http://canadianinsider.com/node/7?menu_tickersearch=nmx

Zitat von Erni09: es geht weiter

Apr 10/12 Apr 9/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 2,500 $0.385
Apr 10/12 Apr 9/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.390

http://canadianinsider.com/node/7?menu_tickersearch=nmx

nochmal

Apr 18/12 Apr 18/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.395
Apr 18/12 Apr 11/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.390
Apr 18/12 Apr 11/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 2,500 $0.385
Apr 18/12 Apr 11/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.400


http://www.canadianinsider.com/node/7?menu_tickersearch=nmx

Apr 26/12 Apr 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.390
Apr 26/12 Apr 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 16,500 $0.380

http://canadianinsider.com/node/7?menu_tickersearch=nmx

[Erni09]

Zitat von Erni09:

Zitat von Erni09:

Zitat von Erni09: Insider legen weiter nach.


Apr 2/12 Apr 2/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.390
Apr 2/12 Mar 30/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 9,000 $0.380
Mar 27/12 Mar 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.400
Mar 27/12 Mar 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 1,000 $0.405
Mar 27/12 Mar 23/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 600 $0.400


http://canadianinsider.com/node/7?menu_tickersearch=nmx

...


nochmal

Apr 18/12 Apr 18/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.395
Apr 18/12 Apr 11/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.390
Apr 18/12 Apr 11/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 2,500 $0.385
Apr 18/12 Apr 11/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.400


http://www.canadianinsider.com/node/7?menu_tickersearch=nmx

Apr 26/12 Apr 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.390
Apr 26/12 Apr 26/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 16,500 $0.380

http://canadianinsider.com/node/7?menu_tickersearch=nmx

Apr 30/12 Apr 26/12 Bourassa, Guy Georges Direct Ownership Common Shares 10 - Acquisition in the public market 1,000 $0.385
Apr 30/12 Apr 26/12 Bourassa, Guy Georges Direct Ownership Common Shares 10 - Acquisition in the public market 500 $0.390
Apr 30/12 Apr 26/12 Bourassa, Guy Georges Direct Ownership Common Shares 10 - Acquisition in the public market 4,500 $0.380


http://www.canadianinsider.com/node/7?menu_tickersearch=NMX+…

[Erni09]

Nemaska Announces Issuance of 1,600,000 Common Shares in Payment of the Whabouchi Property

(firmenpresse) - QUEBEC CITY, QUEBEC, CANADA -- (Marketwire) -- 05/14/12 -- Nemaska Lithium Inc. ("Nemaska" or the "Corporation") (TSX VENTURE: NMX)(OTCQX: NMKEF) is pleased to announce that it has issued 1,600,000 common shares (the "Common Shares") in favour of the vendor of the Whabouchi property, pursuant to the acquisition agreement dated September 17, 2009 amended on June 11, 2010 (the "Agreement"). A schedule of payments in cash instalments and issuances of Common Shares upon attaining certain exploration work and technical studies milestones on the Whabouchi property was set forth in the Agreement. An amount of $100,000 and the issuance of 100,000 Common Shares were due to the vendor pursuant to the Agreement and an aggregate of $500,000 and 500,000 Common Shares have been settled to be paid and issued in anticipation by the Corporation. Such payments and issuances would have been due upon attaining exploration expenses of $12.5M ($100,000 and 100,000 Common Shares) and $15M ($100,000 and 100,000 Common Shares) as well as upon filing of a pre-feasibility study ($300,000 and 300,000 Common Shares). As of March 31, 2012, the Corporation had spent approximately $11.4M on the Whabouchi property and had delivered a preliminary economic study. The Corporation and the vendor agreed to replace the payment of the aggregate $600,000 by the issuance of 1,000,000 Common Shares at a deemed price of $0.60 per Common Share. Pursuant to the Agreement, a cash instalment of $500,000 and the issuance of 500,000 Common Shares remain to be paid to the vendor by the Corporation upon obtaining an independent feasibility study in respect of a commercial production on the Whabouchi property. The Corporation has no obligation under the Convention to carry out any work either on or in relation to the property.

All the Common Shares issued in favour of the vendor are subject to a restricted period of four months and a day.

About Nemaska

Nemaska is an exploration and development corporation involved in the James Bay region of Quebec. Nemaska intends to concentrate on the development of its Whabouchi lithium deposit and to conduct exploration work on its 100% owned Sirmac lithium project. Whabouchi deposit is easily accessible year round by either the Route du Nord from Chibougamau (280 km) or the Route de la Baie James from Matagami (380 km) and is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska also owns about 47% of Monarques Resources Inc. (TSX VENTURE: MQR).



Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.

Neither 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.



Contacts:
Guy Bourassa
President
418 704-6038


Wanda Cutler
Investor Relations
416 303-6460



Bosko Djorovic
Investor Relations
514 825-3036



Keywords (optional):
nemaska-lithium-inc,

further Information:
http://www.nemaskaexploration.com

http://www.firmenpresse.de/pressrelease146253.html

[Erni09]

Lithium Demand Will Rise Significantly: Mansur Khan

TICKERS: EUR53.17, BYDDF, FMC, GXY, LAC; LHMAF, LI, NMX; NMKEF, ORL; ORE, ROC, RM; RDNAF, TLH, TYHOF

Source: George S. Mack of The Energy Report (5/17/12)

Lithium is lightest of all metallic elements, with low density and high electrochemical potential. These are essential characteristics that make the element especially suitable for use in various power-storage applications, including electric vehicles (EVs). In this exclusive interview with The Energy Report, Equity Research Analyst Mansur Khan of Dundee Capital Markets talks about his favorite junior lithium stocks that he expects to be major beneficiaries of dramatic growth in lithium-ion battery demand over the coming decade.

The Energy Report: EVs don't burn gas, but power must come from some source of fuel, such as nuclear, coal, hydro, gas, solar, geo or wind. So, what is the value of an electric vehicle (EV)? How does it help?

Mansur Khan: From a societal and governmental point of view, there are a number of benefits. EVs can really help reduce carbon emissions. Their energy efficiency is very high, sometimes over three times that of conventional combustion engines. I think it can be argued that, even assuming an EV uses a power-generating mix that includes carbon-emitting sources such as coal- or gas-fired power plants, its life-cycle net carbon-emission production is significantly less—anywhere from half to one-third of that from comparable combustion vehicles. Reducing our dependence on oil is another concern, although it's more geopolitical. I think there is a top-down push to essentially steer the automotive industry into adopting electric vehicles.

Finally, from the end-consumer point of view, the operating cost of an EV is expected to be significantly less than an internal combustion vehicle. On average, they are about one-third the cost on a per-mile basis.

TER: In January, General Motors Inc. (GM:NYSE) announced that it would be producing 60,000 (60K) Chevrolet Volts per year, beginning this year. Does this signal a new wave of EV or hybrid development? How positive is this for lithium consumption?

MK: GM's commitment to the EV model is reflective of what you're seeing across the board with major auto manufacturers rolling out some form of an EV model in their lineup.

Aside from GM and Toyota Motor Corp. (TM:NYSE), Hyundai Motor Co. Ltd. (HYMLF:OTCPK), Nissan Motor Co. Ltd. (NSANY:OTCPK;7201:TYO), Volkswagen AG (VLKPY:OTCPK)—all the majors have announced their own models. And when you look on the battery side, you're seeing considerable research and development (R&D) investment going into battery manufacturing and technology development. Majors like Chinese battery and car manufacturer BYD Co. Ltd. (BYDDF:OTCBB), of which Warren Buffett owns approximately 10%, and BASF Corp. (EUR53.17:XETRA) are making inroads into the technology's development.

To answer your question, this is of course positive for lithium demand and consumption. Industry consultancy SignumBOX put out an estimate that electric and hybrid electric vehicles made up about 5% of total lithium carbonate equivalent (LCE) consumption in 2011, and that's expected to grow to about 25% by 2020. So there's quite a bit of room for growth there. The industry still has a long way to go, but in general, it's absolutely positive.

TER: Mansur, what is the lithium-ion battery industry's biggest challenge right now?

MK: The industry's main challenge is really to scale up in size, from the small consumer electronics to the larger batteries required for EVs, and to be able to do this without compromising on cost, safety and longevity. Technological development may not be happening as quickly as people had expected a few years ago, but it is certainly happening, and I think you will see these growing pains addressed over the coming years as other derivative applications are opened up.

As manufacturing capacity continues to expand, the cost of these lithium-ion batteries will come down, and that is already happening. A few weeks ago a Bloomberg report said the cost of lithium-ion batteries fell 14% year over year, and has fallen about 30% since 2009.

TER: Your February 2012 report cited a third-party consultancy firm, Roskill, which found that lithium consumption has outperformed both industrial production and GDP trends since 2002. But I don't see that reflected in equities. An index of small-cap lithium stocks shows a 40% decline over the last 10 years. A mix of larger- and small-cap companies is down 30% during the same period. Can you talk about the disconnect here?

MK: Without knowing the specifics of this particular index, I think I can make some general comments. Our view on this is that there are two aspects at play here, and both stem from the global recessionary environment that we are in.

Against this backdrop and coupled with slower technology development, we have seen a slower-than-expected uptake of lithium-ion batteries and EVs. The consensus view still holds that you're likely to see a mass adoption of EVs by about 2015 and thereafter. We argue that the equities are taking a bit of a wait-and-see approach to this, and so that would probably be one aspect of why they have not done so well. EVs currently make up only a small part of the overall lithium market, as just mentioned, but they are expected to really drive the majority of the growth over the coming decade.

The second aspect is more directly linked to equity markets in general. As you know, stock markets dislike uncertainty and volatility, and unfortunately we have plenty of both right now. In this kind of risk-averse environment, small-cap stocks can face the additional challenge of financing their exploration and development projects without causing a lot of dilution. So there's a bit of an added risk that is reflected in small-cap performance. We think these factors explain why the equity markets have not really kept pace with the underlying growth and demand for lithium that we are seeing.

TER: You've written that the lithium market is currently in a tight supply-demand balance, and that this has prompted capacity expansions by three of the four major lithium producers. You also wrote that prices have stabilized in the $5,500–6,500 per ton (/t) LCE. I realize there are different lithium compounds, but do you foresee a futures market for lithium?

MK: I think it's too early for that. You would need a market sizeable enough to maintain a spot supply inventory. Right now, what we are seeing is that most of the supply and demand is on a contract-by-contract basis, and these are typically one-year contracts. There isn't much of a spot market to speak of, and until you have a secondary market open up, you are unlikely to see a futures derivatives market develop.

TER: Looking at the lithium equities market today, do you see it as a deep-value market? Or do you see it as a growth market? Are we at the foot of a growth curve?

MK: Going to the question of growth, I think that's definitely there in our view. The majors have been reflecting that, not just in what they've reported, but also in their outlooks. If you peruse through some of the recent commentary by the majors, they are all reporting strong growth in volume and prices, and in general they expect real growth in lithium demand to continue—anywhere from 6–11% by 2020. So that's a fairly healthy growth in demand. If you look at Talison Lithium Ltd. (TLH:TSX; Not Rated), for example, it is saying that the lithium market will almost double by 2020, and that's even excluding the EV component that you hear so much about. So that's definitely positive, and there's growth absolutely happening there.

TER: What lithium equities are you recommending to investors?

MK: When you're looking at the juniors, we believe that only companies with quality assets that are in advanced stages or have strategic backing will have a reasonable chance of making it to production.

I would highlight Nemaska Lithium Inc. (NMX:TSX.V; NMKEF:OTCQX). We have it rated Buy, Speculative Risk with a $1 target price. Unlike the brine developers in Argentina and Chile, this is a hard-rock developer based in Québec. Its Whabouchi property project has a Measured and Indicated resource estimate of 25 million (M) tonnes (metric ton or mt) grading at 1.54% lithium oxide. It also has an Inferred resource of 4.4Mmt grading at 1.51% lithium oxide.

The company is envisioning a two-phase strategy. Phase one will see production of 200K tonnes per year (tpa) of lithium concentrate. This is concentrate, not carbonate, at about a 6% Li2O grade. The operating cost is about $138/t of concentrate. And the preliminary economic assessment (PEA) from last year had an initial capex of $86M for the project.

Phase two essentially envisions a chemical conversion plant that would produce higher-value downstream chemicals, and in particular they're looking at lithium hydroxide. The PEA on this option was just commissioned. It has also done some pilot-level testing that shows some innovative departures from the conventional process used to produce lithium hydroxide, and the company is going to be filing for a patent on this pretty soon. This could be an interesting development.

Both the definitive feasibility study (DFS) of the concentrate production and the PEA are expected to be out in Q3/12. The company has a strategic partner behind it, Chengdu Tianqi Industry Group Co., the largest lithium battery material supplier in China, which owns 20% of Nemaska. Tianqi recently entered into an agreement with Targray Technology for international distribution of lithium compounds in North America and Europe. We see Nemaska fitting in quite well with this strategy.

Another thing we like about Nemaska is that it's located in a mining-friendly jurisdiction of Québec, which is trying to build a world-class EV industry by supporting R&D and bringing mining companies and strategic partners together. And of course you could argue that the open-pit conventional mining process has less mining and processing risk. Also, there are a couple of upcoming milestones, the DFS and the PEA. So we like that name.

TER: Another company?

MK: Going over to the brine-developer world, I would highlight Rodinia Lithium Inc. (RM:TSX.V; RDNAF:OTCQX). We have it rated Buy, Speculative Risk, with a target price of $0.80. This is a lithium brine developer with its flagship 100%-owned Diablillos project in the province of Salta in Argentina, which hosts resources of about 5 Mmt of LCE and is adjacent to one of the largest lithium producers in the world, FMC Lithium Corp.'s (FMC:NYSE; Not Rated) Hombre Muerto project, which has been producing for decades.

Diablillos is also adjacent to Lithium One Inc.'s (LI:TSX.V) Sal de Vida project. As you know, Lithium One is currently in the process of being acquired by Galaxy Resources Ltd. (GXY:ASX; Not Rated), which has a wholly owned lithium carbonate plant in China. So that's definitely an interesting development in the area. Diablillos has high lithium and potassium grades and low impurities that could enable economic extraction, and the PEA put out last year suggests robust economics. With cash costs coming in at a bit over $1,500/t of LCE, along with a strong potash byproduct credit potential, the company is envisioning production of 15K tpa of LCE. Aside from the flagship project, Rodinia also has a brine project in Nevada adjacent to Chemetall Foote's [subsidiary of Rockwood Holdings Inc. (ROC:NYSE)] existing project there.

But despite all this, the company trades at a large discount to its brine-base developer peers. We estimate an enterprise value of about $3/t, compared to the average of about $10/t. We would say that part of this has to do with Rodinia's relatively early-stage project and tight cash position. That's a risk, given the nature of current markets. Management is being prudent with cash, but it is steadily moving the project forward. Also, it does have the Chinese company Ningbo Shanshan Co. at its side.

TER: You said your target on Rodinia was $0.80. You have just taken that down from $0.90, is that right?

MK: That's correct. We put out a commodity update at the end of every quarter where we go back to the drawing board and look at foreign exchange (FX) rates and commodity assumptions. So part of the discount was about the FX, and the other part is that we are applying a slightly higher discount to the brine developers in Argentina due to the investment climate resulting from expropriation of Argentina's largest energy company, YPF from Spain's Reposol.

TER: You mentioned Rodinia's neighbor producers. You must be implying potential M&A.

MK: Yes, and overall, what we like about this story is that the company has a salar that it is not sharing with anyone else, and it will potentially have two large lithium producers right in its backyard, FMC and potentially Galaxy, both of which have talked about expansion. The company has a strong management team, and both CEO Will Randall and head of exploration Ray Spanjers have extensive experience in managing projects. And Ray actually was previously with FMC's lithium division.

TER: Another company?

MK: The second brine company that I would highlight is Lithium Americas Corp. (LAC:TSX; LHMAF:OTCQX). We are rating it a Buy, High Risk with a target price of $2.60. Now this is a more advanced brine developer, located in the province of Jujuy. Its Cauchari project hosts a high-grade resource of 8Mmt LCE. It's had extensive pump tests, pond- and pilot-level tests, as well as hydrological work done, and the company is currently on the verge of putting out a DFS on the project. It's also interesting to note that the DFS will trigger a decision by its strategic partners, Mitsubishi Corp (8058:TYO) and Magna International Inc. (MG:TSX, Not Rated), who have the option to secure 37.5% of lithium production in exchange for financing up to 37.5% of capital costs. So that's definitely a good arrangement to have in this kind of market.

Lithium America's PEA from last year had estimated low cash costs of about $1,434 per ton, based on 20K tpa of phase one production. And of course one common theme with these brine projects is that, given their low impurities, there's strong byproduct credit potential. There's good infrastructure in place. And as I said they're currently working through the final project approval from the province of Jujuy, which should be another catalyst for the stock. By the way, the province of Jujuy had essentially designated lithium as a strategic metal last year, and both Lithium Americas and Orocobre Ltd. (ORL:TSX; ORE:ASX) are currently working out approvals here.

Orocobre will be the last one I'll mention today. We have it rated Buy, High Risk with a target price of $2.80. This is the most advanced brine development project in our universe of coverage. Immediately north of Lithium Americas' Cauchari project is Orocobre's flagship Olaroz project, which also hosts a high-grade lithium resource of 6.4 Mmt of LCE. The company already has a DFS out on the project, and the cash costs are estimated at $1,512/t of LCE, and once again, given the low impurities, there is potential for byproduct credit.

A production rate of about 16K tpa is expected by the second half of 2013, and at the end of last year Orocobre finalized terms with its strategic partner, Toyota Tsusho Group (TYHOF:OTCPK). This will essentially enable Toyota to take an equity stake of up to 25% based on the project's net present value (NPV) estimated from the DFS. This also includes debt financing by a Japanese consortium for 60% of the project capex, which is a bit over $200M. So the final sign-off on these financing agreements would occur once the Jujuy provincial approval comes through.

TER: I've enjoyed meeting you very much, Mansur.

MK: Thank you very much, George, I really enjoyed the interview as well.

Mining Analyst Mansur Khan joined Dundee Capital Markets in 2007 as an associate covering the industrial, aerospace and special situation sectors. In late 2010, he switched into Dundee's mining group, where he covers a range of exploration and production companies in the uranium and lithium sectors. Since 2012, he has been providing lead coverage on the lithium sector. Prior to Dundee, Mansur worked for a number of years at a private design engineering company on various information systems and operations projects. He holds an MBA from the Rotman School of Management, University of Toronto and a Bachelor of Commerce in systems development from Ryerson University.

Want to read more exclusive Energy Report interviews like this? Sign up for our free e-newsletter, and you'll learn when new articles have been published. To see a list of recent interviews with industry analysts and commentators, visit our Exclusive Interviews page.

DISCLOSURE:
1) George S. Mack of The Energy Report conducted this interview. He personally and/or his family own shares of the following companies mentioned in this interview: None. Streetwise Reports does not accept stock in exchange for services. Interviews are edited for clarity.
2) The following companies mentioned in the interview are sponsors of The Energy Report: Lithium Americas Corp., Lithium One Inc., Nemaska Lithium Inc., Rodinia Lithium Inc. and Talison Lithium Ltd.
3) Mansur Khan: I personally and/or my family own shares of the following companies I mentioned in this interview: None. I personally and/or my family am paid by the following companies I mentioned in this interview: None.
4) Dundee Securities Ltd. and its affiliates, in the aggregate, beneficially own 1% or more of a class of equity securities issued by companies under coverage: None.
5) Dundee Securities Ltd. has provided investment banking services to companies under coverage in the past 12 months: Nemaska Exploration Inc.
6) All disclosures and disclaimers are available on the Internet at www.dundeecapitalmarkets.com. Please refer to formal published research reports for all disclosures and disclaimers pertaining to companies under coverage and Dundee Securities Ltd. The policy of Dundee Securities Ltd. with respect to research reports is available on the Internet at www.dundeecapitalmarkets.com.

http://www.theenergyreport.com/pub/na/13395

[Erni09]

Mining Stocks News: Nemaska Lithium Inc. (TSX-V: NMX) PEA COMMISSIONED FOR LITHIUM HYDROXIDE PLANT

May 17, 2012 (Investorideas.com Mining stocks newswire) Nemaska Lithium Inc. (TSX-V: NMX) has commissioned a preliminary economic assessment (PEA) for the development of a lithium hydroxide/carbonate complex in the Province of Quebec, where spodumene concentrate would be transformed into lithium hydroxide and carbonate. The PEA will include the capital expenditures associated with the construction of the plant.

The location of the facility will be determined prior to the publication of the PEA, which is expected in Q3/2012. The facility is scheduled for completion in 2014.

The decision to proceed with the PEA was based on the positive results of Nemaska's multi-phase pilot program for the chemical transformation of spodumene concentrate to battery-grade lithium hydroxide and lithium carbonate (see eResearch's March 21, 2012 Perspective, available at www.eresearch.ca).

Definitive Feasibility Study

While the PEA is underway, Nemaska is also advancing its definitive feasibility study (DFS) on the construction of a mine and a separate spodumene concentrate facility. The location of this concentrate plant also is to be determined. Like the PEA, the DFS is also scheduled for publication in Q3/2012.

Whabouchi Production

Nemaska plans to bring the Whabouchi lithium deposit in northern Quebec into production and begin producing spodumene concentrate at the above plant by Q4/2013.

For further details, see Nemaska's April 26, 2012 news release, available on SEDAR at www.sedar.com.
http://www.investorideas.com/news/2012/mining/05171.asp

[Erni09]

Dundee ist wie am Freitag alles am Aufkaufen

Recent Trades - Last 10 of 16
Time ET Ex Price Change Volume Buyer Seller Markers
13:49:19 V 0.39 0.025 12,500 27 Dundee 33 Canaccord K
12:25:10 V 0.39 0.025 20,000 27 Dundee 33 Canaccord K
12:24:37 V 0.39 0.025 8,500 27 Dundee 33 Canaccord K
12:24:37 V 0.39 0.025 1,000 27 Dundee 39 Merrill Lynch K
12:24:37 V 0.39 0.025 8,500 27 Dundee 33 Canaccord K
11:50:16 V 0.39 0.025 11,500 27 Dundee 33 Canaccord K
11:31:10 V 0.39 0.025 2,000 27 Dundee 79 CIBC K
10:33:04 V 0.39 0.025 29,000 27 Dundee 27 Dundee K
10:29:12 V 0.39 0.025 500 27 Dundee 1 Anonymous K
09:58:44 V 0.39 0.025 7,000 27 Dundee 85 Scotia K

http://www.stockwatch.com/Quote/Detail.aspx?symbol=NMX®ion=C

[Erni09]

Zitat von Erni09: Dundee ist wie am Freitag alles am Aufkaufen

Recent Trades - Last 10 of 16
Time ET Ex Price Change Volume Buyer Seller Markers
13:49:19 V 0.39 0.025 12,500 27 Dundee 33 Canaccord K
12:25:10 V 0.39 0.025 20,000 27 Dundee 33 Canaccord K
12:24:37 V 0.39 0.025 8,500 27 Dundee 33 Canaccord K
12:24:37 V 0.39 0.025 1,000 27 Dundee 39 Merrill Lynch K
12:24:37 V 0.39 0.025 8,500 27 Dundee 33 Canaccord K
11:50:16 V 0.39 0.025 11,500 27 Dundee 33 Canaccord K
11:31:10 V 0.39 0.025 2,000 27 Dundee 79 CIBC K
10:33:04 V 0.39 0.025 29,000 27 Dundee 27 Dundee K
10:29:12 V 0.39 0.025 500 27 Dundee 1 Anonymous K
09:58:44 V 0.39 0.025 7,000 27 Dundee 85 Scotia K

http://www.stockwatch.com/Quote/Detail.aspx?symbol=NMX®ion=C

einmal linke tasche rechte tasche zum einschüchtern.

[Erni09]

die ersten patente sind eingereicht.



Nemaska Files Lithium Hydroxide and Carbonate Patent Applications: One Step Closer to a Lithium Hydroxide Plant in Quebec

(firmenpresse) - QUEBEC CITY, QUEBEC, CANADA -- (Marketwire) -- 06/05/12 -- Nemaska Lithium Inc. ("Nemaska" or the "Corporation") (TSX VENTURE: NMX)(OTCQX: NMKEF) is pleased to announce that the Corporation has filed two US provisional patent applications pertaining to its unique process to produce lithium hydroxide and lithium carbonate. On April 23, 2012, the Corporation filed US patent application 61/636,869 in order to protect Nemaska's processes for preparing high purity lithium hydroxide and high purity lithium sulphate in a low cost, environmentally friendly manner. Subsequently, on May 30, 2012, US patent application 61/653,035, was filed in order to protect Nemaska's processes for preparing lithium carbonate from lithium hydroxide. This proprietary method uses an environmentally friendly approach to prepare high-yield, high purity lithium carbonate, while keeping production costs to a minimum.

"Our lithium hydroxide production process uses electrolysis and eliminates the use of large quantities of soda ash, a major input used in the traditional conversion process," commented Guy Bourassa, President and CEO of Nemaska Lithium Inc. "The price of soda ash is constantly fluctuating, is unpredictable, and has significantly increased over the past few years. By eliminating this input and through the use of electrolysis, we are in a position to enter into long-term electricity contract in Quebec, which will reduce overall costs and improve margins over a defined period. The availability of electricity in Quebec allows for a second value added transformation process, which will maximize value for our shareholders as well as Quebec-based communities".

These promising protected technologies should position Nemaska as a world leader in the production of low cost lithium hydroxide and lithium carbonate. The Corporation views its intellectual property as a key competitive advantage. Nemaska, in conjunction with its patent agents, is currently contemplating the filing of additional patent applications.



Market for Lithium Hydroxide

As confirmed in a recent market study commissioned by Nemaska, the market for lithium hydroxide is forecast to double every five years for the next 15 years. Currently four companies are meeting demand, but have limited capacity to support the projected increase in demand. Nemaska intends to produce lithium hydroxide by 2014, in time to meet the predicted ramp up in demand for lithium hydroxide. Furthermore, lithium hydroxide currently sells at a premium of at least 25% compared to lithium carbonate.

About Nemaska

Nemaska is an exploration and development corporation that is currently involved in the development of its Whabouchi lithium deposit located in the James Bay region, Province of Quebec. Nemaska has also developed innovative processes to transform lithium minerals into valued added lithium hydroxide and lithium carbonate. Nemaska also owns 100% of the Sirmac lithium project, located about 125 km south of the Whabouchi deposit. Both projects are easily accessible year round by the Route du Nord from Chibougamau. The Whabouchi lithium deposit is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska is also an important shareholder of Monarques Resources Inc. (TSX VENTURE: MQR).

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.

Neither 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.



Contacts:
Guy Bourassa
President
418 704-6038


Wanda Cutler
Investor Relations
416 303-6460


Victor Cantore
Investor Relations
514 831-3809



Keywords (optional):
nemaska-lithium-inc,

further Information:
http://www.nemaskaexploration.com


http://www.firmenpresse.de/pressrelease153001.html

[Erni09]

die nächsten tage sind sie auf minen messen.

2nd Annual Mining Americas Summit June 6th, 2012

http://www.nemaskalithium.com/documents/images/events/annual…

Wealth management and Investing Strategies Conference June 10th, 2012

http://www.nemaskalithium.com/documents/images/events/gcff-v…

[Erni09]

die aktuellen insider daten.

Jun 5/12 Jun 5/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 4,000 $0.395
Jun 5/12 Jun 5/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.390
Jun 5/12 Jun 5/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.385
Jun 5/12 Jun 4/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.390
Jun 4/12 Jun 4/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 1,000 $0.390
Jun 4/12 Jun 4/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.395
May 24/12 May 23/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 500 $0.390
May 24/12 May 23/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 8,500 $0.385

http://www.canadianinsider.com/node/7?menu_tickersearch=nmx" target="_blank" rel="nofollow ugc noopener">
http://www.canadianinsider.com/node/7?menu_tickersearch=nmx
May 24/12 May 23/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 1,000 $0.380
May 29/12 May 18/12 Wu, Wei Direct Ownership Options achat d'actions 50 - Grant of options 50,000 $0.400

[Erni09]

Nemaska Announces Closing of $1,365,000 Financing


QUEBEC CITY, QUEBEC, CANADA -- (Marketwire) -- 06/21/12 -- NEMASKA LITHIUM INC. (the "Corporation") (TSX VENTURE: NMX)(OTCQX: NMKEF) is pleased to announce that it has closed a brokered private placement of an aggregate number of 2,730,000 flow-through units (the "Flow-Through Units") in the capital stock of the Corporation, at a price of $0.50 per Flow-Through Unit, for an aggregate gross proceeds of $1,365,000 (the "Offering").

Each Flow-Through Unit is comprised of one flow-through common share in the capital of the Corporation and one-half of one common share purchase warrant. Each whole warrant (the "Warrant") shall entitle the holder thereof to acquire one non flow-through common share of the capital of the Corporation (the "Warrant Share"), at a price of $0.65 per Warrant Share, for a period of 18 months following the closing of the Offering.

The Offering was conducted through a syndicate co-led by Industrial Alliance Securities Inc. and Casimir Capital Ltd. acting as agents (the "Agents"). In consideration for their services, the Agents received an aggregate cash commission of $95,550 and an aggregate 191,100 compensation options to purchase up to 191,100 common shares in the capital of the Corporation, at a price of $0.50 per common share, until December 20, 2013.

The net proceeds of the Offering will be used by the Corporation to incur exploration expenses on its properties located in the Province of Quebec.

All securities issued pursuant to the Offering are subject to a restricted period of four months and a day, ending on October 21, 2012 under applicable Canadian securities legislation. As a result, the Corporation has 100,234,674 common shares issued and outstanding.

The Corporation expects to be able to file shortly all required documentation to satisfy the conditional acceptance of the TSX Venture Exchange.

The Corporation also announces that it has received offers from potential investors to subscribe for an additional amount of up to $635,000 in a second tranche of the Offering, subject to certain conditions being met. In such a case, a second closing is expected to occur within a few weeks.

About Nemaska

Nemaska is an exploration and development corporation that is currently involved in the development of its Whabouchi lithium deposit located in the James Bay region, Province of Quebec. Nemaska has also developed innovative processes to transform lithium minerals into value added lithium hydroxide and lithium carbonate. Nemaska also owns 100% of the Sirmac lithium project, located at about 125 km south of the Whabouchi deposit. Both projects are easily accessible year round by the Route du Nord from Chibougamau. The Whabouchi lithium deposit is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska is also an important shareholder of Monarques Resources Inc. (TSX VENTURE: MQR).

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.

Neither 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.

Contacts:
Guy Bourassa
President
418 704-6038
[e-mail]

Wanda Cutler
Investor Relations
416 303-6460
[e-mail]

Victor Cantore
Investor Relations
514 831-3809
[e-mail]
www.nemaskalithium.com


© 2012 MarketWire


http://www.finanznachrichten.de/nachrichten-2012-06/23856803…

[Erni09]

Antwort auf Beitrag Nr.: 43.259.450 von Erni09 am 07.06.12 11:37:50

und wieder ein paar stücke im depot


Jun 7/12 Jun 7/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 3,500 $0.395
Jun 7/12 Jun 7/12 Lessard, René Indirect Ownership Common Shares 10 - Acquisition in the public market 6,500 $0.385

http://www.canadianinsider.com/node/7?menu_tickersearch=nmx

[Erni09]

Nemaska Announces Final Closing of a $1,615,000 Financing

June 29, 2012

QUÉBEC CITY, QUÉBEC--(June 29, 2012) - NEMASKA LITHIUM INC. (the "Corporation") (TSX VENTURE:NMX)(OTCQX:NMKEF) is pleased to announce that it has closed the second tranche of a brokered private placement of an aggregate number of 500,000 flow-through units (the "Flow-Through Units") in the capital of the Corporation, at a price of $0.50 per Flow-Through Unit, for an aggregate gross proceeds of $250,000, finalizing a $1,615,000 financing (the "Financing"), the first tranche of which was closed as of June 20, 2012 and announced as of June 21, 2012.

Each Flow-Through Unit is comprised of one flow-through common share in the capital of the Corporation and one-half of one common share purchase warrant. Each whole warrant (the "Warrant") shall entitle the holder thereof to acquire one non flow-through common share of the capital of the Corporation (the "Warrant Share"), at a price of $0.65 per Warrant Share, until December 30, 2013.

The Financing was conducted through a syndicate co-led by Industrial Alliance Securities Inc. and Casimir Capital Ltd. acting as agents (the "Agents").

In consideration for the services rendered in connection with the second tranche of the Financing, the Agents received an aggregate cash commission of $17,500 and an aggregate number of 35,000 compensation options to purchase up to 35,000 common shares in the capital of the Corporation, at a price of $0.50 per common share, until December 30, 2013.

The net proceeds of the Financing will be used by the Corporation to incur exploration expenses on its properties located in the Province of Québec.

All securities issued pursuant to the second tranche of the Financing are subject to a restricted period of four months and a day, ending on October 30, 2012 under applicable Canadian securities legislation. As a result of the Financing, the Corporation will have 100,734,674 common shares issued and outstanding.

The Corporation expects to be able to file shortly all required documentation to satisfy the conditional acceptance of the TSX Venture Exchange.

About Nemaska

Nemaska is an exploration and development corporation that is currently involved in the development of its Whabouchi lithium deposit located in the James Bay region, Province of Quebec. Nemaska has also developed innovative processes to transform lithium minerals into value added lithium hydroxide and lithium carbonate. Nemaska also owns 100% of the Sirmac lithium project, located at about 125 km south of the Whabouchi deposit. Both projects are easily accessible year round by the Route du Nord from Chibougamau. The Whabouchi lithium deposit is located near the Cree community of Nemaska and the Némiscau airport. Nemaska is also an important shareholder of Monarques Resources Inc. (TSX VENTURE:MQR).

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.

www.nemaskalithium.com

Neither 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.

FOR FURTHER INFORMATION PLEASE CONTACT:
Guy Bourassa
President
418 704-6038
[e-mail]

Wanda Cutler
Investor Relations
416 303-6460
[e-mail]

Victor Cantore
Investor Relations
514 831-3809
victor [e-mail]://nemaskaexploration.mwnewsroom.com/press-releases/nema…

[Erni09]

Six Lithium Companies Chris Berry Likes

TICKERS: GXY, LAC; LHMAF, LI, NMX; NMKEF, ORL; ORE, TLH, WLC; WLCDF

Source: The Energy Report Editors (6/28/12)

Chris Berry knows an opportunity when it is rolling toward him. The House Mountain Partners founder sees the potential demand electric vehicles—and their batteries—will bring to the lithium market. While he waits for the impact predicted automotive, energy storage and generation innovation demand will have on the space, he has been busy researching companies using his 10-Point model to determine which juniors have the best chance of making it to the finish line. In this exclusive interview with The Energy Report, Berry names the six companies that stand out from the fleet of explorers trying to stake their ground before they run out of momentum.


The Energy Report: You have been following the very crowded lithium space for some time. While predicted expanding energy storage demand (see Lithium Demand Will Spike: Daniela Desormeaux) has not yet had a big impact on prices, the number of companies in the space seems to be swelling by the month. Of the army of explorers getting into the lithium business, what are the top names in your book?

Chris Berry: I categorize earlier-stage companies into three "buckets": incubator, mature and legacy. Incubator companies are extremely early stage and offer the highest short-term upside, but we know the least about the deposit in question and management teams might not be as seasoned as we would like. Mature companies are those with some history under their belts and an understanding of the geology and metallurgy of a given deposit with more experienced management teams. These companies also typically have NI 43-101 resource estimates or feasibility studies in place, which give investors a sense of potential economics of a deposit. Mature companies are those in production and generating earnings and cash flow. A legacy company is one which is in production and is generating cash flow and earnings. Management is typically very senior and has extensive experience in the natural reource business. Examples in the lithium space would be Talison Lithium Ltd. (TLH:TSX) or Sociedad Química y Minera de Chile S.A. (SQM:NYSE; SQM-B:SSX; SQM-A:SSX).

One mature lithium company that has received a lot of attention lately is Western Lithium USA Corp. (WLC:TSX; WLCDF:OTCQX). Perhaps the biggest news here is the appointment of a new chairman of the board. John Macken will step in for Ed Flood. Ed founded Western Lithium and is handing over the reins to John, who has been on the board of Western Lithium since 2008. This should be a seamless transition, which can help strategically position the company as it moves toward a production decision. John has a multitude of experience with "majors" such as Ivanhoe Mines Ltd. (IVN:TSX; IVN:NYSE), where he served as president and CEO and focused on the development of Oyu Tolgoi in Mongolia and at Freeport McMoran Copper & Gold (FCX:NYSE) where he was involved in the development of the Grasberg Mine in Indonesia as a senior vice president of Strategic Planning.

I think John's history of advancing projects across different commodities and in various parts of the world will be a key strength of Western Lithium going forward. Junior mining companies in markets today will need to act with both a strategic and creative vision to survive. I will be watching Western Lithium closely to see John's vision unfold.

The strong economics of WLC's King's Valley clay lithium deposit speaks for itself and I won't belabor them here. This is also a U.S.-based asset in a mining-friendly state, another intangible not currently reflected in the company's share price.

Nemaska Lithium Inc. (NMX:TSX.V; NMKEF:OTCQX) is a mature lithium play I have on my watch list. The company has made some notable strides in recent months and has successfully positioned itself to be included amongst advanced development lithium plays. The company filed two U.S.-based patents for a process it has developed to produce both lithium hydroxide and lithium carbonate. This methodology has demonstrated a lower cost of production as electrolysis is used to reduce overall soda ash consumption. Input costs for mining companies are on the rise, so you must pay attention when a company is confident enough to stand up and demonstrate a method to potentially lower its cost of production. Successfully receiving these patents is a key catalyst for the company going forward.

Talison Lithium Ltd. has been and continues to be our favorite amongst the oligopoly of lithium producers. This is a legacy play that has been in the lithium business for 25 years but started publicly trading only recently. We continue to own shares in the company. It recently completed its phase 2 expansion at its Greenbushes open pit lithium mine in Western Australia. This was done both on time and on budget. This will double the company's production capacity and position it as a dominant force in an industry where it is already one of the world's largest lithium concentrate producers. In a recent Morning Note, we wrote that with the completion of this expansion project, it just got much tougher for junior mining lithium plays to break into this industry. TLH has been able to increase pricing of its products while at the same time lowering production costs. This is a key advantage. As capacity utilization of its new plant ramps up, we expect to see increased cash flow and profitability generated by the company in coming quarters. Any junior mining company looking to compete with this sort of powerful story must demonstrate some profound competitive advantages.

TLH is now researching the possibility of constructing its own lithium carbonate plant to capture additional value along the supply chain. A decision on whether or not to move forward with the plant should be forthcoming by the end of 2012. The tentative plan is for the company to produce 20,000 tons per year of lithium carbonate with plant construction commencing in 2015. There will, of course, be additional costs here should the company proceed with the project, but it is too early to speculate on those costs and how the company will choose to finance them.

Lithium One Inc. (LI:TSX.V) was my favorite amongst the advanced development stories in the lithium space. I say "was" my favorite, as its shareholders recently approved the takeover of the company by Australia-based Galaxy Resources Ltd. (GXY:ASX). The deal was recently finalized to give Lithium One shareholders 1.96 common shares of Galaxy, which equated to CA$1.55/share, a 35% premium to Lithium One's recent closing share price. The deal size was about CAD $112 million (M) and is expected to close on July 3, 2012. This deal typifies the merger and acquisition activity I expect to see pick up in coming months as I think it is complimentary to each company's shareholders. Lithium One management has built a solid story around a world-class asset and has in turn rewarded shareholders. I will be watching Lithium One management in their future endeavors as they have demonstrated the ability to reward their shareholders.

Continuing my focus on the lithium triangle in South America, Lithium Americas Corp. (LAC:TSX; LHMAF:OTCQX) is another mature lithium play I am following. The company recently released a robust definitive feasibility study (DFS), which increased the size of the measured and indicated NI 43-101 resource and cemented the Cauchari-Olaroz brine resource in Argentina as the third largest in the world. The DFS showed an NPV at an 8% pre-tax discount rate of US$738M for the first of two production phases of this project. The production plan here supports both production of lithium carbonate and potash, which should help keep cash operating costs low. I also like this as it offers the company a second product to sell should lithium carbonate demand falter. The study currently has these costs listed at US$1,332 per ton of lithium carbonate (including a byproduct credit from potash production). With lithium carbonate selling for approximately US$6,000 per ton and LAC anticipating selling 10,000 tons of lithium carbonate per year starting in 2015 (though ramping up to 15,000 tons in 2016, and then 20,000 tons in 2017 going forward), you can begin to get a rough sense of the potential economics of this project.

The company will be filing the DFS and then will begin focusing on catalysts, including the receipt of environmental permits and negotiating financing arrangements with its two strategic partners, Mitsubishi Corp. (MSBSHY:OTCPK) and Magna International Inc. (MGA:NYSE; MG:TSX). While it is true that capital expenditures for this project did rise in the DFS, the company traces it back to increases in the cost of soda ash and lime, which are two of the main reagents used in lithium carbonate production. I would expect company management to look at ways to optimize their production processes and insulate against risks associated with input costs. Also, Argentina has recently proven to be a somewhat problematic place to do business, but thus far company management has been able to navigate.

A final name in the lithium space to watch is Orocobre Ltd. (ORL:TSX; ORE:ASX). I have long regarded Orocobre as the "big brother" of the junior lithium industry as it has been involved in lithium for some time and has demonstrated to other juniors how to build a successful company through developing strategic relationships and not losing focus on developing a world-class asset. This company also has a mature lithium/potash play in Argentina and was just awarded the final permit necessary from the Expert Committee of Jujuy to move forward with the development of its flagship Olaroz low-cost lithium brine/potash project. This is a huge win for the company and puts it at the head of the pack to become one of the next major lithium producers in 2013. With the potash credit, the company anticipates a cost per ton of $1,230. As I said above, with a ton of LCE priced at approximately US$6,000, and Orocobre tentatively producing 16,400 tons LCE per year, the economics of this project are sound indeed.

As part of the permit approval, Orocobre will join forces with Jujuy Energia y Mineria Sociedad del Estado (JEMSE), which will take an 8.5% stake in the company. Jujuy Energia y Mineria Sociedad del Estado acts as the investment arm of the Jujuy provincial government. While there are those who may not like the company having to partner with a provincial government through granting an equity stake, I think it gives the Jujuy provincial government "skin in the game" and a vested interest in seeing this project through to positive cash flow. Additionally, Orocobre has strategic relationships with Toyota Tsusho, Mizuho Bank and JOGMEC, all of whom can help with the financing necessary to put this project into production. I would not anticipate more share dilution based on these relationships and the ability to attract project debt financing.

TER: Thank you for sharing those names.

With a lifelong interest in geopolitics and the financial issues that emerge from these relationships, Chris Berry founded House Mountain Partners in 2010. House Mountain firmly believes that the emerging quality-of-life cycle emanating from Asia is a "game-changer" that will affect everyone throughout the world for decades. With that in mind, the firm focuses on the intersection of three topics: 1) The evolving geopolitical relationship between emerging and developed economies; 2) The commodity space; and 3) Junior mining and resource stocks are positioned to benefit from this phenomenon. Chris spent 14 years working across various roles in sales and brokerage on Wall Street before founding House Mountain Partners. He holds an MBA in finance with an international focus from Fordham University and a BA in international studies from the Virginia Military Institute. He invites readers to receive a complimentary subscription to Morning Notes, which provides analyses of emerging geopolitical, technological and economic trends. Go to www.discoveryinvesting.com.

Want to read more exclusive Energy Report interviews like this? Sign up for our free e-newsletter, and you'll learn when new articles have been published. To see a list of recent interviews with industry analysts and commentators, visit our Exclusive Interviews page.

DISCLOSURE:
1) The following companies mentioned in the interview are sponsors of The Energy Report: Talison Lithium, Lithium One, Lithium Americas, Nemaska Lithium and Western Lithium USA. Interviews are edited for clarity.
2) Chris Berry: I personally and/or my family own shares of the following companies mentioned in this interview: Talison Lithium. I personally and/or my family am paid by the following companies mentioned in this interview: None. I was not paid by Streetwise Reports for participating in this interview.

http://www.theenergyreport.com/pub/na/13755

[Erni09]

Nemaska Lithium Selects Valleyfield Quebec, as Strategic Location for New Lithium Hydroxide Plant

July 18, 2012 10:04 AM EDT

QUEBEC CITY, QUEBEC, CANADA -- (Marketwire) -- 07/18/12 -- Nemaska Lithium Inc. ("Nemaska" or the "Corporation") (TSX VENTURE: NMX)(OTCQX: NMKEF) is pleased to announce that the Corporation has selected a site in the town of Valleyfield Quebec, for its lithium hydroxide/carbonate plant. Nemaska is currently completing a Preliminary Economic Assessment Study (PEA) for the construction of a mine and concentrator in the region of Nemaska which will feed a chemical plant that will produce lithium hydroxide and lithium carbonate, mainly for battery manufacturing.

The Town Council of Valleyfield has approved the sale of approximately 1,320,000 square feet or 122,600 square meters of land for construction of the chemical plant. The site is located in the Perron Industrial and Harbourfront Park in Salaberry-de-Valleyfield, Quebec. The site location is well serviced by existing infrastructure including rail, operated by both CN and CSX, port facilities on the St-Lawrence Seaway and natural gas. The site is also located near end users of lithium hydroxide and potential purchasers of by-products such as aluminum silicate and gypsum, both produced from the proprietary lithium hydroxide/carbonate process to be used by Nemaska.

"Our facility will be located in an established industrial park where skilled labour, services, facilities and potential customers are all at our fingertips," commented Guy Bourassa, President and CEO of Nemaska Lithium. "Our plan is to ship spodumene concentrate from the mine site in Nemaska to Chibougamau, transfer the concentrate to rail and ship it directly to our chemical plant in Valleyfield for secondary processing. Through this proprietary industry leading process, Nemaska will be delivering a value added product that is fully mined and processed in Quebec to customers globally. Our mine and chemical plant will create needed jobs in both the north and south of Quebec."

Nemaska is expecting to deliver the PEA for the mine, concentrator and chemical plant in August 2012 with a Definitive Feasibility Study by the end of the year.

About Nemaska

Nemaska is an exploration and development corporation that is currently developing its Whabouchi lithium deposit located in the James Bay Region in the Province of Quebec. Nemaska is in the process of becoming a lithium hydroxide/carbonate producer based in Quebec. The Company has filed patent applications covering its unique method of producing lithium hydroxide and lithium carbonate. Nemaska also owns 100% of the Sirmac lithium project, located about 125 km south of the Whabouchi deposit. Both projects are easily accessible year round by the Route du Nord from Chibougamau. The Whabouchi lithium deposit is located near the Cree community of Nemaska and the Nemiscau airport. The future chemical plant will be located in Valleyfield, Quebec. Nemaska is also an important shareholder of Monarques Resources Inc. (TSX VENTURE: MQR).

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.

Neither 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.

Contacts:
Victor Cantore
Investor Relations
514 831-3809
[e-mail]

Wanda Cutler
Investor Relations
416 303-6460
[e-mail]
www.nemaskalithium.com

Jeff Walker
The Howard Group
Investor Relations
888 or 403 221-0915
[e-mail]

Source: Nemaska Lithium Inc.

http://www.streetinsider.com/Press+Releases/Nemaska+Lithium+…

[Erni09]

hier kann mal etwas die ausmaße der mine sehen.

Nemaska Lithium - The Whabouchi Project


http://www.nemaskalithium.com/documents/files/nemaskalithium…

[Erni09]

Nemaska Lithium Moves Closer to Building Lithium Hydroxide/Carbonate Plant in Quebec, Press Conference and Publication of PEA Results Scheduled for October 2, 2012


(firmenpresse) - QUEBEC CITY, QUEBEC -- (Marketwire) -- 09/17/12 -- Nemaska Lithium Inc. ("Nemaska" or the "Corporation") (TSX VENTURE: NMX)(OTCQX: NMKEF) is pleased to announce that it will host a press conference in Montreal on Tuesday, October 2, 2012 to announce the results of its Preliminary Economic Assessment (PEA) study on the Whabouchi mine, concentrator and Valleyfield lithium hydroxide/carbonate plant. Earlier this year, the Corporation decided to carry out secondary processing of spodumene concentrate in order to produce battery-grade lithium hydroxide and lithium carbonate products. Following the PEA, Nemaska Lithium intends to move forward with a Definitive Feasibility Study (DFS), which is expected to be published in December 2012.

"The Whabouchi project is one of the richest lithium deposit in the world with a grade that is second only to Talison Lithium's Greenbushes project in Australia," commented Guy Bourassa, President and Chief Executive Officer of Nemaska Lithium. "With the recent announcement of Rockwood Holding's intention to acquire Talison, we are beginning to see consolidation in the lithium space. The economics of our project are sound and we are in the final stages of completing the reports required to begin production of lithium hydroxide as the market for this added value niche product is heating up in response to the ever increasing demand for lithium batteries."

Project Updates

Whabouchi Project

The environmental, social and economic impact assessment report is scheduled to be filed with the Comite d'evaluation (COMEV) in late October, 2012. Nemaska Lithium has also filed a mining lease application with the Ministere des Ressources naturelles et de la Faune du Quebec (MRNF).

Sirmac Project

Nemaska's Sirmac project is comprised of 15 claims covering a total area of 645 hectares. Sirmac is located approximately 150 kilometres northwest of Chibougamau and about 125 kilometres from the Whabouchi project. The Corporation believes that Sirmac has the potential to produce technical grade spodumene concentrate for direct use in the glass and ceramic industries. With concentrate from this project, Nemaska's objective is to sell products to a broader lithium market base.



A 3,000 metre diamond drill program is currently under way at Sirmac. To date 38 holes totalling 1,975 metres of drilling has been completed, 566 channel samples were taken from 29 channels covering 760 metres, and a stripping campaign of 13,000 m2 has been completed. The Corporation expects drilling to conclude in approximately two weeks. Upon completion of this drilling program, Nemaska expects to produce its first NI 43-101 compliant resource estimate on the Sirmac project. In addition, bench scale metallurgical testing of spodumene concentrate has been completed by SGS Minerals Services in Lakefield, Ontario. Larger pilot scale metallurgical testing for producing spodumene concentrate of technical grade, is scheduled for November and December 2012.

Finally, the Corporation wishes to announce that Mr. Yves Caron has resigned from the Board of Directors.

About Nemaska

Nemaska Lithium is an exploration and development company with its Whabouchi and Sirmac lithium deposits located in the James Bay Region in the Province of Quebec. Both projects are easily accessible year round by the Route du Nord from Chibougamau. The Whabouchi lithium deposit is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska plans to become a lithium hydroxide/carbonate producer based in Quebec and has filed patent applications for its proprietary method to produce lithium hydroxide and lithium carbonate. The Corporation's lithium hydroxide/carbonate processing plant will be located in Valleyfield, Quebec. Nemaska is also an important shareholder of Monarques Resources Inc. (TSX VENTURE: MQR).

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.

Neither 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.



Contacts:
Guy Bourassa
President
418 704-6038



Wanda Cutler
Investor Relations
416 303-6460


Victor Cantore
Investor Relations
514 831-3809


Jeff Walker
The Howard Group
Investor Relations
888 or 403 221-0915



Keywords (optional):
nemaska-lithium-inc,

further Information:
http://www.nemaskaexploration.com

http://www.firmenpresse.de/pressrelease183893.html

[hbg55]

Nemaska Lithium Inc
Symbol C : NMX
Shares Issued 162,833,574
Close 2014-04-09 C$ 0.115
Recent Sedar Documents

View Original Document

Nemaska produces 99.99% pure LiOH in electrolysis test

2014-04-10 08:45 ET - News Release

Mr. Guy Bourassa reports

NEMASKA LITHIUM CONFIRMS 99.99% LITHIUM HYDROXIDE FROM 1,000 HOUR TEST AND CONFIRMS OPERATING AND CAPITAL EXPENDITURES FOR FEASIBILITY STUDY

Nemaska Lithium Inc. has provided an update on the 1,000-hour test of its patent-pending electrolysis process. The test was successfully completed on one configuration of electrolysis cells. This electrolysis configuration has been commercially used in the sodium chloride industry for decades. Chemically speaking, lithium behaves very similar to sodium in an electrolysis environment. The test ran as expected and provided feasibility-study-level information on life cycle of the electrolysis cell membranes and its optimal operating current density and current efficiency.

During the course of the 1,000-hour test, Nemaska Lithium produced a high-purity 99.99 per cent lithium hydroxide using material (lithium sulphate) sourced from its 100-per-cent-owned Whabouchi lithium deposit. In addition, the company produced 99.99 per cent lithium hydroxide from material (lithium sulphate) taken from other sources. This purity far exceeds the specification of most manufacturers of lithium cathode materials for lithium ion batteries.

Lithium hydroxide is emerging as the preferred chemical for new lithium ion batteries rather than traditional lithium carbonate. This is due to its longer life cycle, better power density and enhanced safety features. Currently, manufactures of lithium carbonate supply the battery market with product that has 99.95-per-cent purity or less. Battery cathode manufacturers design around the impurities found in lithium carbonate produced through traditional methods. Nemaska believes its ability to supply a superior product (lithium hydroxide at 99.99-per-cent purity) presents a significant opportunity to change battery specifications and ultimately take market share from existing suppliers.

Guy Bourassa, president and chief executive officer of Nemaska Lithium, commented, "Our technology produces a very high-quality lithium hydroxide product because we remove other metals and impurities before entering the electrolysis system." He continued: "We have produced the highest-quality lithium hydroxide with a vision of being a low-cost producer. This will be further addressed in the upcoming feasibility study which we are targeting to release at the end of this month. The lithium market remains strong and recent announcements by automotive manufacturers such as Tesla suggest the demand for lithium will continue to grow well into the future."


http://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aNMX-21643…

[Rokky100]

Nemaska Lithium Receives General Certificate of Authorization for Whabouchi Lithium Mine in Quebec

http://www.juniorminingnetwork.com/junior-miner-news/press-r…

QUEBEC CITY, QUEBEC--(Marketwired - Sept. 4, 2015) - Nemaska Lithium Inc. ("Nemaska Lithium" or the "Corporation") (TSX VENTURE:NMX)(OTCQX:NMKEF) is pleased to announce that it has received the General Certificate of Authorization (CA) for the Whabouchi Project from the Quebec Ministry of Sustainable Development, Environment and The Fight Against Climate Change ("MDDELCC"). The CA is the most significant permit for mining projects in Quebec and allows Nemaska Lithium to pursue project financing discussions to start mine construction. The Corporation was granted a positive federal decision on July 29, 2015 and therefore has now obtained all basic environmental authorizations enabling it to move forward with its Whabouchi Mine Project.

"Whabouchi is the only permitted lithium project within the Eeyou Istchee James Bay territory and I would like to thank my team for their dedication and hard work over the past 3 year as they worked tirelessly to achieve this milestone," said Guy Bourassa, President and CEO. "Quebec is an excellent jurisdiction in which to build a mine, in particular the Eeyou Istchee James Bay region. Since the beginning, our project has been supported by the various Quebec exploration funds. As we move towards a construction decision, the project benefits from the recently relaunched Plan Nord program from the Quebec Government."

Bourassa continued, "We are very encouraged by the continuous strengthening in demand for lithium compounds in particular lithium hydroxide which has seen a double digit increase over the past 18 months. Also the selling price of lithium hydroxide has increased and currently sells for over $8,500/t. Analysts expect both demand and price appreciation trends to continue. These growth projections should also assist us in project financing discussions."

As per Chapter II of Quebec's Environmental Quality Act, the Environmental and Social Impact Review Committee (Committee or COMEX), an independent body composed of members appointed by the governments of Quebec and the Cree Nation, was responsible for the assessment and review of the social and environmental impacts of the Whabouchi Project. Nemaska Lithium submitted its impact assessment statement to the COMEX in 2013 and the public was given the opportunity to make submissions to the Committee. The COMEX also held public hearings in 2015 as well as other forms of consultation, enabling the Committee to consider the concerns of the people in the territory and ensure they were accounted for in the Whabouchi Project and reflected in the CA. Throughout the life of the project, Nemaska Lithium has maintained a constant dialogue with stakeholders, including the members of the Cree Nation of Nemaska, to develop a mining project that is socially and environmentally acceptable.

"The granting of the Whabouchi Mine's CA, following comprehensive social and environmental review, reflects the community support we have had for this project and for the broader development of the Eeyou Istchee James Bay region of Québec," commented Simon Thibault, Director Environmental and Social Responsibility for Nemaska Lithium. "The Crees and Jamesians have been long-time supporters of developing a mine in the region and we are delighted to see the Provincial Government has issued the CA after careful consideration of community input. The construction of the mine will employ approximately 250 people, with about 190 people employed once in operation. Our goal for this mining project is to create maximum jobs and business opportunities for the Crees, in particular the Crees of Nemaska, as well as for the Chibougamau-Chapais region."

[Rokky100]

Clausi on the lithium market and why Nemaska shares are heating up - See more at: http://investorintel.com/technology-metals-intel/clausi-on-t…

http://investorintel.com/technology-metals-intel/clausi-on-t…

[Rokky100]

Nemaska Lithium to Speak at Benchmark Intelligence Battery Raw Materials & Supply Chain 20/20 World Tour 2015

http://www.marketwatch.com/story/nemaska-lithium-to-speak-at…

[Rokky100]

https://streetwisereports.com/pub/na/vsa-capitals-paul-renke…

[Rokky100]

Nemaska Lithium Presents at 28th Annual ROTH Capital Conference on March 16, 2016

http://www.juniorminingnetwork.com/junior-miner-news/press-r…

[Rokky100]

Antwort auf Beitrag Nr.: 46.829.791 von hbg55 am 15.04.14 18:36:33

https://www.streetwisereports.com/pub/na/vsa-capitals-paul-r…

Another name we follow is Nemaska Lithium Inc. (NMX:TSX.V; NMKEF:OTCQX), which is probably the deposit in North America farthest along the path to deliver battery-grade lithium. A few months ago the company signed an agreement with London-listed Johnson Matthey (JMAT:LSE) that indicates Nemaska is closest to delivering lithium hydroxide directly to the European battery or lithium chemical markets.

TGR: Do you think that Nemaska will beat Bacanora to production?

PR: Yes. There is still metallurgical complexity to work out with Bacanora's lithium clays. The company also needs to make a decision about the size of its operation, which will have capital cost implications. Those things have already been determined for Nemaska.

TGR: Does Nemaska have sufficient financing to begin construction?

PR: Yes, it does.

TGR: How should investors handle the current gold rally?

PR: Investors should be bargain hunters. Look for companies that will see a significant improvement in their profit margin over the comparable numbers last year. And latch on to those companies that are indicating some nice grades either for potential open-pit production—in excess of 2.5 grams per ton (2.5 g/t) for an open pit, and in excess of 10 g/t for underground—because those are going to be the ones that institutional investors will be following.TGR: Thank you for talking with us today, Paul.

Paul Renken is the chief geologist and mining analyst with VSA Capital and has a broad range of experience in various aspects of the mining and minerals business. He began his career as a geologist for Canadian junior resource companies in the Western United States. Owning a stake in a private consulting firm as vice president of exploration, Renken searched for various base metals, precious metals and industrial minerals. In the U.K., he worked in the equity market media outlets of Digitallook and Hemscott before joining VSA in 2006.

[fmhbolero]

PDAC 2016 Special Report

erwähnt u.a. Nemaska Lithium >KLICK<

[fmhbolero]

[Rokky100]

Nemaska Lithium Whabouchi Updated Feasibility Study Shows a Pre-Tax NPV at 8% Discount Rate of $1.9 B (After-Tax $1.16 B) and a Pre-Tax IRR of 37.7% (After-Tax 30.3%)

http://www.juniorminingnetwork.com/junior-miner-news/press-r…

[Rokky100]

Nemaska Lithium Up 18 Percent on Updated Whabouchi Feasibility

Looking ahead, Nemaska will aim to finalize its agreement with Johnson Matthey Battery Materials (JBMM); it will include an upfront payment of US$12 million for Nemaska’s Phase 1 plant. The company has already ordered long lead items and partially completed engineering for the Phase 1 plant.

“This project will launch once the JMBM Deal has closed,” Bourassa said. Nemaska is also looking to sign an offtake agreement with JBMM for product from its commercial plant.

“Finally we are looking to secure additional offtake this year with at least one more large end user,” he added. “This should help us secure better terms for our commercial project financing.” Nemaska still needs to raise $549 million to build the Whabouchi mine. It’s anticipating some support from the Quebec government, but the majority of the project financing is expected to come from private capital.

At close of day on Monday, shares of Nemaska were up 15 percent, at $0.76. The company has traded within a 52-week range of $0.15 to $0.80 and has a market cap of approximately $153 million. Nemaska has gained 72.73 percent year-to-date and 347 percent in the past year.

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

[Rokky100]

Schon komisch, hier geht eine Aktie richtig up und keiner im Board dabei

[hbg55]

Antwort auf Beitrag Nr.: 52.131.183 von Rokky100 am 06.04.16 17:03:59

Zitat von Rokky100: Schon komisch, hier geht eine Aktie richtig up und keiner im Board dabei

du glückspilz - GLÜCKWUNSCH...........der MASSE dürfte es offenbar ähnlich ergangen sein wie
mir - bin selbst viiiiel zu früh raus gegangen

wird mir jetzt bei ILC hofftl. nicht wieder passieren - manchmal auch gaaaaanz gut mal warten
zu können

[borazon]

Ahoi,
hatte diesen Thread neulich nicht gesehen, hätte sonst keinen neuen aufgemacht.
Sieht vorbörslich gut aus.
Bin geneigt, in neue Hochs hinein weiter zu verkaufen.
Oder hat jemand vernünftige Kursziele weit über heute?

[borazon]

2/3 verkauft mittlerweile.
Nemaska hält sich toll, aber der Rest des Minensektors allgemein beginnt zu flattern.
Immer noch keiner mit Meinung dazu?

[borazon]

Sieht jetzt aus wie Plateau mit möglichem Ausbruch nach oben.
Wie nennen die Chart-Dussel sowas nochmal?

[Relax_]

Hi, ich hab auch eine kleine Position in NMX, die ich etwas länger halten möchte.
Hatte mich vorher über NMX informiert weil ich bei GTG reingegangen war, die ja die beiden Nachbarzonen erworben hat. Habe sie von 0,6 CAD auf 0.20 CAD halten können, dann hab ich verkauft.
Nach dem Hoch bei 0.24 CAD stehen wir jetzt allerdings wieder bei 0,13 CAD und ich denke ich werde heute wieder rein gehen.
Jeder der NMX ein wenig kennt kann sich vorstellen wo das Potenzial von GTG liegt.
Wobei man natürlich sagen muss das NMX 100 Schritte weiter ist, aber dennoch besitzt GTG ähnliche Gebiete.
(GTG Marktcap. 2,12Mio. CAD / NMX 372Mio. CAD)

[Relax_]

Antwort auf Beitrag Nr.: 52.523.693 von Relax_ am 02.06.16 09:40:37

Sorry, meinte natürlich 0,06 CAD auf 0,2 CAD

[newzealaender]

Nemaska sollte keine Probleme haben in Produktion zu gehen. Fette Unterstützung kommt momentan von vielen seiten.

[newzealaender]

Sehr lesenswerter Report.

Mit Nemaska!

http://www.resource-capital.ch/fileadmin/reports/2016/kw38/d…

[newzealaender]

Neue Ressourcenschätzung:

http://www.nemaskalithium.com/en/investors/press-releases/20…

[Esobi]

Ausführliches Interview mit CEO Guy Bourassa

[bacolar]

das klingt ja fast schon zu gut um das zu glauben... irgendwo muss doch ein haken sein

[newzealaender]

Naja, es geht schon wieder schlagartig los in diesem Jahr:

http://www.nemaskalithium.com/en/investors/press-releases/20…

http://www.nemaskalithium.com/en/investors/press-releases/20…

[newzealaender]

Nemaska in einer brandneuen Lithiumstudie:

https://www.resource-capital.ch/fileadmin/reports/2017/final…

[Tom987]

Antwort auf Beitrag Nr.: 54.758.620 von newzealaender am 19.04.17 11:46:50

Thread: Kein Titel für Thread 54758620
interessanter Beitrag

[newzealaender]

Es geht voran!

http://www.nemaskalithium.com/en/investors/press-releases/20…

50 Millionen eingenommen!

[Schinkenbaron]

Wegen Ausbruch über die fallende Trendlinie heute gekauft. RSI hat noch Luft nach oben, MACD pass auch. Auf dass sie steige!

Wochenchart:
http://www.tradesignalonline.com/ext/edt.ashx/wo/01039318-35…

[aktienlurch]

Zuckt!
AL

[Toni_Trade]

Ohne "Gepushe" steigt hier NMX sehr solide nach oben. Das zweitgrößte Hard-Rock Lithium Projekt der Welt hat viel Potenzial und NMX fördert bereits...

[pickuru]

Nemaska Lithium: Vortrag von Wanda Cutler vom 24. November 2017

http://aktien-boersen.blogspot.de/2017/11/nemaska-lithium-vo…

[Toni_Trade]

Glückwunsch an Alle die dabei sind, wir sind noch lange nicht fertig...

[newzealaender]

Nemaska in neuem Lithiumreport: https://www.resource-capital.ch/de/reports.html

[bonvoyage]

Interview with President & CEO Guy Bourassa

https://www.youtube.com/watch?time_continue=5&v=7DA8RIXgwpA

[Rokky100]

Nemaska Lithium delivers further 2 tonnes Li hydroxide

https://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aNMX-2553…

[Ronjo]

Lithiumaktie - für Kenner

Salute !

Nemaska Lithium wird ohne großes Getöse sein Weg nach oben nehmen, es fehlen noch die richtigen Partner , aber die werden sicherlich gefunden. Die Machbarkeitsstudie lesen und dann mit European Lithium ( Getöse ) vergleichen !!!

So long und mit der Zeit wird aus einem Gerstenkorn eine Kanne Bier !!!

[newzealaender]

Robuste Machbarkeitsstudie.

Die stark erhöhten Kapitalkosten sind nicht berauschend, dafür steigt aber auch der Output. Mal schauen, wie man es finanzieren kann.

http://www.nemaskalithium.com/en/investors/press-releases/20…

[koomai]

Was denkt Ihr? Wie wird sich die Nemaska Lithium Aktie in den nächsten 6 Monaten entwickeln?

[Kaputzenheini]

Ich bin hauptsächlich bei European Lithium schön im frühen Stadium eingestiegen, die um einiges kleiner sind und den ganzen Weg noch vor sich haben, bin aber in der letzten Woche durch die Machbarkeitsstudie auf Nemaska aufmerksam geworden. Nach dem kleinen Rücksetzer habe ich gestern bei 1,34 gekauft. Die Entwicklung in den nächsten 6 Monaten interessiert mich eher weniger, langfristig jedoch denke ich, sind 8-10 Euro drin. Im ersten Quartal wird jetzt erst einmal ein Investor präsentiert (ich denke, die wissen schon wer es ist). Solange, bis alles unter Dach und Fach ist, könnte ich mir vorstellen, dass der Kurs auf diesem Niveau bleiben soll. Man sieht ja, in Kanada sind die Umsätze recht hoch aber der Kurs bewegt sich nicht stark - Zeit zum Nachkaufen.
Dann ein paar Jahre liegen lassen. Das ist, denke ich was für langfristig orientierte Anleger.

[bcgk]

Antwort auf Beitrag Nr.: 56.740.116 von Kaputzenheini am 17.01.18 11:25:31

Wie wird Nemaska den Kapitalbedarf decken? Ich habe noch etwas Sorge für starker Verwässerung durch eine Kapitalerhöhung.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.773.773 von bcgk am 19.01.18 21:38:47

Keine Sorge, für mich steht der Investor schon lange fest. Der Kurs wird unten gehalten.
19 Mrd Ertrag in 33 Jahren Minenlaufzeit. Geringe Abbaukosten, eigene Patente für die Umwandlung.
Eine Aktie für mind. 5 Jahre, 10 Euro sind bis dahin locker drin. Lese mal die PFS, ein Traum.
Die höheren Investionskosten spielen m.E. da überhaupt keine Rolle.

[bcgk]

Antwort auf Beitrag Nr.: 56.773.956 von Kaputzenheini am 19.01.18 22:03:43

Wenn der Fest steht, warum wird es zurück gehalten?
Kurs korrigiert stark unter hohen Umsätzen. Eigentlich kein gutes Zeichen.....

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.774.007 von bcgk am 19.01.18 22:10:50

Schau dir mal das Orderbuch in Toronto an.

200/300/50/75.... Selten höhere Stückzahlen. Die Gesamtmenge mit 5 Mio ist schon seit Tagen hoch. .
Aber nur kleine Stückzahlen. Evtl. verabschieden sich die Kleinanleger. Ziel erreicht.

[bcgk]

Antwort auf Beitrag Nr.: 56.774.208 von Kaputzenheini am 19.01.18 22:37:30

Kleinanleger mit 300 Stücken machen zusammen 5 Mio Umsatz täglich und bringen den Kurs 30% runter? Habe ich das richtig verstanden?

[Ronjo]

Es muss aber ein Grund vorliegen, welcher Kleinanleger trennt sich plötzlich, wenn in Kürze ein Investor einsteigen sollte. Ich nicht !!!

[bcgk]

Antwort auf Beitrag Nr.: 56.777.022 von Ronjo am 20.01.18 15:54:41

Was denkst du wie horrenden Kosten zur Inbetriebnahme der Mine finanziert werden kann, ohne brutale Verwässerung zu verursachen?
Ich denke der Kursrückgang von knapp 30% ist mit der Angst vor Verwässerung zu erklären.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.774.232 von bcgk am 19.01.18 22:39:39

Ich habe nicht von Kleinanlegern gesprochen. Du bist doch hier der Trader, das musst Du besser wissen als ich.
Ich schaue mir vor jeder Investition die fundamentalen Daten genau an. Und ich sehe in der Machbarkeitsstudie, dass in 33 Jahren fast 20 Mrd. Ertrag stehen. Eine Umwandlungsfabrik ist schon im Bau, im nächsten Jahr sollten hier die ersten Umsätze generiert werden.
Und warum der Preis momentan auf breiter Front runter geht, konnten wir ja im EL Thread genau lesen.
(Produktionsausbau b. SQM). Aber im Bericht steht auch, dass diejenigen profitieren, die in den nächsten 24 Monaten produzieren.
Es wäre ja gelacht, wenn sich nicht ein Investor finden würde, für ein Projekt, dass sich schon nach 3 Jahren rechnet für ein Produkt, dass momentan noch knapp ist und dringend benötigt wird. Abwarten, spätestens im März wissen wir mehr.

[bcgk]

Antwort auf Beitrag Nr.: 56.780.274 von Kaputzenheini am 21.01.18 10:17:52

Mich würde deine Meinung bzw Expertise bzgl. der Finanzierung der geschätzten 600 Mio $ interessieren. Wie kann das ohne grobe Dilution funktionieren?

Ich bin übrigens kein Trader, Gott bewahre. Ich trade lediglich ab und an Werte, die sich dazu mE anbieten.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.780.298 von bcgk am 21.01.18 10:21:18

Wie Du Deine Verträge eben gestaltest.
-Du kannst Dein Lithium vorab verkaufen, der Käufer streckt Dir dann sozusagen die Abnahme für eine gewisse Tonnage vor. Nachteil für Dich als Lithiumproduzent: fester Preis, und Pech für Dich wenn der Preis steigt.

-Bankfinanzierung zu mindest zum Teil, dürfte kein Problem sein bei den Werten.

-Übernahme durch einen Giganten im Lithiumgeschäft. Da oben gibt's genug. Albemarle, SQM.

-Übernahme oder Investition mit Abnahmeverträgen durch ein Unternehmen aus der Automobilbranche, die haben oft genug davon gesprochen, z. B. VW, BMW

- Und natürlich Kapitalerhöhung, die Kapitalerhöhung, die die im Magen liegt.
Das wird aber meist nur ein geringer Teil sein, weil 700 Mio durch Kapitalerhöhung, unwahrscheinlich.

Jetzt kannst Du Dir was aussuchen. Aber ich bin der Meinung, in diesem Stadium wird das Projekt
in jedem Falle realisiert.

[bcgk]

Antwort auf Beitrag Nr.: 56.780.989 von Kaputzenheini am 21.01.18 12:39:00

Vielen Dank für deine Einschätzung.

[newzealaender]

Vor drei Tagen erreichte mich eine Frage zu Nemaska: Denkst du es ist ein guter Einstiegszeitpunkt oder sollte man die Finanzierung abwarten?

Meine ehrliche Antwort dazu lautet:

Nemaska Lithium ist einer von höchstens 5 oder 6 seriösen Lithiumproduzenten weltweit. Neben den absoluten Majors SQM, FMC, Albemarle und Tianqi ist Nemaska eine von weniger als 10 Firmen weltweit, die überhaupt Lithium fördern und zu Akku-fähigem Lithiumhydroxid verarbeiten können.
Das heißt im Klartext, dass Nemaska Lithium in einer absoluten Pole Position ist.

Inwieweit das Auswirkungen auf den Aktienkurs hat, muss sich zeigen.

Fakt ist, dass Nemaska richtig davon profitieren wird.

[skipper2004]

Antwort auf Beitrag Nr.: 56.790.415 von newzealaender am 22.01.18 16:30:48

Wie würdest du dann in punkto Seriösität OROCOBRE, ADVANTAGE, MILLENNIUM, AVZ und ICONIC einschätzen?

mfg
skipper

[skipper2004]

ups...hab PILBARA und TAWANA vergessen

[bcgk]

Antwort auf Beitrag Nr.: 56.791.084 von skipper2004 am 22.01.18 17:28:46

Nemaska wird mit 1200$/t bewertet. Doppelt so hoch wie Pilbara zB.
Orocobre gefällt mir auch gut. Durch den Einstieg von Toyota kann man sich hier ziemlich sicher sein, dass der aktuelle Preis kein Mondpreis ist.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.791.144 von bcgk am 22.01.18 17:33:00

Über Pilbara werde ich mich jetzt nicht einlesen. Ich kann nicht in jeden Wert mein Geld stecken. Das kostet mir zuviel Zeit. Allerdings glaube ich zu wissen, dass Nemaska mit der Produktion ab 2019 der nächste Kandidat ist, der durch die Förderung Umsatz generiert. Hier geht's jetzt um Schnelligkeit, vorrangig ist hier nicht die Größe des Projekt, obwohl das bei Nemaska schon ganz ordentlich ist, und das Tempo wird hier vom Management ganz schön vorangetrieben. Übrigens auch bei EL, der wohl in 2020 der nächste ist, wenn auch mit einer kleineren Ressource. In 2025 wird der Höhepunkt des Lithiumpreises erreicht sein, wer bis dahin noch gut verkaufen kann, wird meiner Meinung nach keine Probleme kriegen. Es kann natürlich auch sein, dass auch danach die Nachfrage schneller steigt als das Angebot, wer weiß es.

[Ronjo]

Salve !
Sieht ja so aus, als wenn ein Investor in den Startlöchern steht ! Umsatz in Toronto noch nicht der Hammer, aber es sieht grün aus !!!

[Kaputzenheini]

Durch die SQM-Nachricht ist auch Nemaska unter Druck gekommen. Der Markt hat sich beruhigt,
ich denke jetzt gehts nach der starken Übertreibung nach unten wieder zügig hoch.

[Ronjo]

Toronto 1,99 CAD !!!
Hoffentlich nachhaltig !

[Ronjo]

Das wirft Fragen auf, vorgestern wurden vorbörslich über 10 Millionen Aktien in der Spanne von 1,95 bis 2,00 CAD gehandelt. Dann gestern der Absturz auf 1,75 CAD. Wer hat eine Antwort ???

Best Regards !

[AliBabar1]

Antwort auf Beitrag Nr.: 56.884.736 von Ronjo am 31.01.18 12:00:22

Gestern waren viele Lithium und Kobalt Aktien mit großem Volumen im Keller.

Vielleicht war das der Grund
http://www.it-times.de/news/tesla-in-gesprachen-mit-sqm-uber…

Aber nur Spekulation...

[Rokky100]

Antwort auf Beitrag Nr.: 56.884.967 von AliBabar1 am 31.01.18 12:15:17

Weiter geht es in Australien, heute wieder Lithium und Kobaltwerte im Minus

[Ronjo]

Und schon wieder über 300.00 Stücke bis 15.05 Uhr zu 1,89 CAD , nach Schlusskurs von 1,76 CAD gestern. Sehr bemerkenswert.

[Ronjo]

Meine Meinung ist die 1,60 CAD halten, habe heute noch mal zu 1,08 € gekauft .

So Long !!!

[bcgk]

Antwort auf Beitrag Nr.: 56.902.127 von Ronjo am 01.02.18 17:38:48

Zitat von Ronjo: Meine Meinung ist die 1,60 CAD halten, habe heute noch mal zu 1,08 € gekauft

Jetzt bei 0,96€.

Leute, Nemaska ist einfach zu teuer. Nochmal 30% runter und dann passt es im Vergleich mit PLS, ORE und Co.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.928.083 von bcgk am 04.02.18 19:33:32

Schaut euch seine Kommentare im European Lithium Thread an - er will nur günstiger rein.
Bei der Machbarkeitsstudie wird das Unternehmen seinen Weg machen, vor allem weil in Kürze
abgebaut wird. Weiterhin eine gute Langfristanlage.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.928.083 von bcgk am 04.02.18 19:33:32

Alle Lithiumwerte sind unter Druck gekommen, also locker bleiben.

[bcgk]

Antwort auf Beitrag Nr.: 56.928.548 von Kaputzenheini am 04.02.18 20:58:44

Nemaska steht nicht auf meiner Watchlist.
So viele Lithiumaktien kann ich gar nicht kaufen, bis Nemaska an der Reihe wäre.

Stell dich den Fakten und versuche nicht jedes Argument mit "der will nur billiger rein" abzuwiegeln. Ist wenig überzeugend.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.928.983 von bcgk am 04.02.18 22:40:01

Was machst Du dann hier, wenn sie nicht mal auf Deiner Watchlist steht?
Dass Du den ELThread vollmüllst, reicht doch schon, oder nicht?
Befasse Dich gründlich mit dem Unternehmen, dann kannst Du auch mitreden.

[bcgk]

Antwort auf Beitrag Nr.: 56.930.435 von Kaputzenheini am 05.02.18 08:47:04

Hättest du dich gründlich mit Nemaska beschäftigt oder auf mich gehört, hättest du nicht bei 1,2€ gekauft.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.930.450 von bcgk am 05.02.18 08:48:24

Ich bin nicht unzufrieden. Ich habe nix dagegen, wenn sie weiter fällt. Manch andere Aktien hat es schwerer erwischt.
Jetzt erstmal warten, bis sich die Lage am Lithiummarkt wieder geändert hat, und dann kaufe ich erstmal den größeren Teil nach. Dann habe ich einen Super-Einstiegskurs für ein Unternehmen, das in Kürze Lithum produziert. Also immer locker bleiben, auch wenns mal runter geht.

[Chaecka]

Antwort auf Beitrag Nr.: 56.930.588 von Kaputzenheini am 05.02.18 09:01:18

Da gebe ich dir total Recht!
Bei mir lösen auch die Aktien die grösste Freude aus, die kurz nach meinem Kauf um 40% einbrechen.

[Ronjo]

Leichte Erholung, aber nach diesem Absturz auch kein Wunder !

[Kaputzenheini]

Antwort auf Beitrag Nr.: 56.944.697 von Chaecka am 06.02.18 09:20:57

Ob du es glaubst oder nicht. Ich habe gehofft, dass sie noch runter geht, da ich jetzt erst 2.000 Stk.
habe. Und unter 5.000 Euro macht zumindest für mich eine Langfristanlage keinen Sinn. Ich habe die erste Position nur gekauft, um schon einmal dabei zu sein, bis ich dann richtig aufstocken kann. Aber nicht, weil ich dachte, dass es hier knallt, sondern einfach weil ich jetzt erst nochmal sparen musste, bis ich mir den Rest kaufen kann. 10 Euro packt die Aktie auf Sicht von 3 Jahren meiner Meinung nach bestimmt.

[Ronjo]

Salute !

In Toronto geht die Post ab, 1,87 CAD mit hohen Umsätzen, gestern Schlusskurs 1,62 CAD !!!

[Ronjo]

Sehr guter Start , 1,71 CAD + 6% !!!

[Ronjo]

Vorbörslich schon wieder über zwei Millionen Aktien für 1,69 CAD gehandelt. Wer kauft da ??? Vor allen Dingen immer zu höheren Kursen wie nach der Eröffnung !

[bcgk]

Antwort auf Beitrag Nr.: 56.953.787 von Kaputzenheini am 06.02.18 20:06:14

Zitat von Kaputzenheini: 10 Euro packt die Aktie auf Sicht von 3 Jahren meiner Meinung nach bestimmt.

Nemaska bei 10€? Das wären Gilly diluted knapp 10 Mrd Euro MK. So viel Grad kann man gar nicht rauchen, um darauf zu kommen.

Aber gut, wenn Nemaska mit ihrer Miniressource, hohen Abbaukosten und einer derzeitigen Bewertung von 1200€/t mal 10 Mrd wert ist, müsste AVZ bei extrem geringen Abbaukosten und extrem günstiger Bewertung pro Tonne und zig mal grösserer Ressource mindestens 100 Mrd wert sein. Mindestens. Dann wäre das ein Kurs von ca. 50€. Dann wäre meine Position 16,65 mio Euro wert.

Vielleicht merkst du jetzt was für einen Nonsens du hier verzapfst.....

[Ronjo]

Zwei Tage im "im grünen" wäre ja mal echt gut , Shareholder Meeting mit guten Resultaten.

[octop]

Gibt es die Firma noch oder was machen die im Moment

[Ronjo]

Leerverkäufer in Toronto am wirken. Solange keine positiven Meldungen kommen wird es wohl schwer.

[Kaputzenheini]

Hier wird schon kräftig daran gearbeitet, in Produktion zu kommen.
Wenn ich Geld übrig habe, kaufe ich immer wieder mal nach. Ich habs nicht eilig.
Für mich ist Nemaska ein Top Unternehmen.

[Ronjo]

Reichlich Umsatz vorbörslich, lauter 100k Blöcke zu 1,33 CAD. Bekommen die Short-Seller kalte Füße ??

[octop]

Antwort auf Beitrag Nr.: 57.298.876 von Kaputzenheini am 16.03.18 13:22:12

Haben die nicht schon 2000t verschickt oder vertue ich mich ?
Und laut Machtbarkeitsstudie für 2018 ja:

20 Prozent höhere Produktionskapazität der Hydromet-Anlage, eine auf 33 Jahre verlängerte Minenlebensdauer, Nachsteuerrendite von 31 Prozent, höherer Kapitalwert von 2,4 Mrd. CAD nach Steuern

Müste sich da nicht der Kurs in die andere Richtung bewegen.
Hängt bei mir mit ganz schön dickem minus drinn

[Ronjo]

8 Millionen Shares in Toronto gehandelt und ein Plus von 6 % !!! Das riecht nach Trendumkehr bei guten Nachrichten. So Long

[Ronjo]

Vorbörslich in Toronto 1,50 CAD und wieder Blöcke zu 125 k !!! Das geht Richtung Norden !!!

[bcgk]

Antwort auf Beitrag Nr.: 57.318.674 von Ronjo am 19.03.18 13:30:27

Ganz knapp daneben.

8% im Minus.

[bcgk]

Antwort auf Beitrag Nr.: 56.805.022 von Kaputzenheini am 23.01.18 19:47:24

Zitat von Kaputzenheini: Durch die SQM-Nachricht ist auch Nemaska unter Druck gekommen. Der Markt hat sich beruhigt,
ich denke jetzt gehts nach der starken Übertreibung nach unten wieder zügig hoch.

Seit meiner Warnung bzgl. Nemaska hat der Wert übrigens 30% verloren. Tendenz weiter fallend. Bewertung wie bereits damals vorgerechnet deutlich zu hoch im peer group Vergleich.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.335.048 von bcgk am 20.03.18 20:20:30

Abwarten und jeden Monat nachkaufen. Ich habe Zeit und bleibe dabei.
Pilbara läuft auch nicht besser. Du hängst Dich ganz schön rein, dafür, dass Du die Aktie nicht hast!

[bcgk]

Antwort auf Beitrag Nr.: 57.336.230 von Kaputzenheini am 20.03.18 22:33:15

Reinhängen? Erster Beitrag seit 4(?) Wochen.

[Totho]

Antwort auf Beitrag Nr.: 57.336.365 von bcgk am 20.03.18 22:49:27

Die News heute haut so richtig rein
Wer bleibt dennoch mit dabei?

[bcgk]

Antwort auf Beitrag Nr.: 57.336.230 von Kaputzenheini am 20.03.18 22:33:15

Tut mir ja leid, aber genau das habe ich hier prognostiziert. Die unglaublich hohen Kosten werden den Kurs so enorm verwässern, dass einem Angst und Bange werden kann.

[Totho]

Antwort auf Beitrag Nr.: 57.412.943 von bcgk am 28.03.18 17:11:59

Trotzdem maßlos übertrieben der Abschlag wie ich finde. Das sind ja eigentlich keine komplett neuen News. Es war ja zu erwarten, daß hier finanziert werden muß.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.412.874 von Totho am 28.03.18 17:08:48

Es gibt keinen Grund, nicht dabei zu bleiben. Das Unternehmen treibt alles gut voran. Es gibt ja schon zwei Kunden, mit denen man Offtake-Agreements abgeschlossen hat. Jetzt wird hier beteuert, dass weitere Interessenten da sind. Und wie du schon sagst, Fremdfinanzierung ist bei Explorern immer nötig. Die heutige Nachricht ist durchaus positiv zu bewerten meiner Meinung nach. Die Banken haben hier auch das Vertrauen, was wollen wir mehr. Gegenüber anderen Mitbewerbern ist Nemaska glänzend aufgestellt. Ich kaufe hier monatl. zu, die Gebühren interessieren mich da nicht. So ist das für mich wie ein Fonds. Mein Einstandspreis geht damit auch runter. Ich glaube an das Unternehmen. Basta. Und ich recherchiere auch regelmäßig. Die Frage ist ja auch immer, ob sich ein Unternehmen in einem gewissen Stadium komplett übernehmen lässt (evtl. nach PFS oder DFS). Hier sieht es wohl so aus, dass man alleine das Ding durchzieht.
Die Kosten von 3.500 US-Dollar sind absolut im unteren Rahmen anzusiedeln bei Hard Rock Abbau.
Tiefer gehts fast nimmer. Außer vielleicht mit dem Salzsee-Gedöns.

Über bcgk kann ich dir nur sagen, lese dich mal bei European Lithium ein oder bei Cape Lambert.
Vor allem frühere Beiträge von ihm sind völlig haltlos. Wenn man ihn auffordert, seine angeblich schriftlichen Kontakte zum MM einmal zu posten, hört man nix mehr. Je nachdem ob er gerade drin ist oder nicht oder rein will, gibt er seine Meinung zum Besten, wie das Fähnchen gerade weht.
Heiße Luft eben.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.413.237 von Totho am 28.03.18 17:31:25

Du solltest dir auch mal den gesamten Lithiummarkt anschauen. Heute geht da alles weiter abwärts.
Die Flaggschiffe Albemarle, Orocobre, Lithium Americas, Pilbara, alles rot.
Locker bleiben, Lithium ist zwar nicht knapp aber es gibt nur 5 Unternehmen, die es fördern.
Und die nächsten zwei bis drei Jahre wird sich daran nix ändern.

[bcgk]

Antwort auf Beitrag Nr.: 57.415.805 von Kaputzenheini am 28.03.18 20:38:12

Alles heiße Luft.....so wie die 50% Minus hier seit meiner Einschätzung zu Nemaska.....

Und wenn du jetzt 3.500$/t als günstig einstuft, ist das der Gipfel der Blauäugigkeit.

[Kaputzenheini]

https://oilandgas-investments.com/2017/top-stories/lithium-p…

Ein bisschen runterscrollen, dann siehst Du die Kosten von den anderen Unternehmen in versch. Ländern. 3.500 Dollar für Hard Rock ist eine Spitzenleistung. Es gibt mit Sicherheit noch bessere Charts, aber das reicht erstmal für Dich. Teilweisse noch billiger als die Salzsoße.Du hast absolut keine Ahnung. Übrigens wird European Lithium über 4.000 USD benötigen, was noch völlig i.O. ist. Leider bringst Du nie Fakten und trägst nichts zur Information bei. Stattdessen haust Du nur drauf, bist halt nur ein Dampfplauderer.
Was willst Du hier, billiger rein?

[bcgk]

Antwort auf Beitrag Nr.: 57.417.053 von Kaputzenheini am 28.03.18 22:22:31

Zitat von Kaputzenheini: https://oilandgas-investments.com/2017/top-stories/lithium-p…

Ein bisschen runterscrollen, dann siehst Du die Kosten von den anderen Unternehmen in versch. Ländern. 3.500 Dollar für Hard Rock ist eine Spitzenleistung. Es gibt mit Sicherheit noch bessere Charts, aber das reicht erstmal für Dich. Teilweisse noch billiger als die Salzsoße.Du hast absolut keine Ahnung. Übrigens wird European Lithium über 4.000 USD benötigen, was noch völlig i.O. ist. Leider bringst Du nie Fakten und trägst nichts zur Information bei. Stattdessen haust Du nur drauf, bist halt nur ein Dampfplauderer.
Was willst Du hier, billiger rein?

Das hast du zuletzt gesagt, als die Aktie bei 1,4€ (!!!) stand und du meine Beweisführung nicht verstanden hast. Du bist wirklich köstlich.

Bzgl. der Bewertung von Lithium-Playern eine kleine Tabelle aus Januar. Kannst du mal ausrechnen wo Nemaska da stünde. Kleiner Tipp......gaaaaaaaaaaaaanz rechts am Rand. Und nun frag dich mal warum die Aktie seit geraumer Zeit von 2,5$ auf vorgestern 1,05$ gefallen ist.....Hättest du dir ersparen können und die Tage bei 0,70 einsteigen können.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.427.238 von bcgk am 29.03.18 20:00:06

Jetzt kommst Du wieder mit Deinem Peer-Group-Vergleich. Ich halte mich komplett an die PFS, die ganz klar die Rentabilität des Projekts bestätigt. Durch den frühen Produktionsstart wird man noch von hohen Lithiumpreeisen profitieren. Wenn Du das anders siehst, solltest Du auch aus European Lithium sofort aussteigen, die stehen noch weiter rechts. Fakt ist, dass hier schon Kunden als Investoren eingestiegen sind. Die Fremdfinanzierung hat wohl gestern auf den Kurs gedrückt, was ich aber schon erwähnt habe, das Vertrauen auch von den Banken ist da. Die Umwandlungsfabrik wird schon gebaut, glaubst Du im Ernst, hier wird noch was scheitern?
Ich habe von Anfang an gesagt, 5000 Euro hier investieren zu wollen, davon ist gerade mal die Hälfte drin, am Dienstag kommt wieder was dazu. Mein Durchschnittspreis ist jetzt bei 1,17, dann wahrscheinlich bei einem Euro oder knapp darüber.
Vielleicht können wir uns darauf einigen, Du bist ein Trader, ich bin langfristig orientiert.
Die Grill- u. Gartensaison beginnt bald wieder, da ist es mir zu blöde, ständig auf die Kurse zu schauen und herumzutraden. Da habe ich Besseres zu tun. Jeder wie er will und kann.
Ich habe Nemaska gewählt, weil ich gründlich recherchiert habe und dem MM vertraue. Basta.

[bcgk]

Antwort auf Beitrag Nr.: 57.427.487 von Kaputzenheini am 29.03.18 20:29:09

Mir geht es nicht um die langfristige Perspektive des Unternehmens. Ich will nicht bestreiten, dass man von heutigen Kursen evtl. Geld verdienen kann. Es geht mir nur darum, dass der Kursverlauf - ohne Profi zu sein - quasi vorhersehbar war. Die damalige Überbewertung war offensichtlich, der extrem hohe Finanzierungsbedarf war offensichtlich, der Verkaufsdruck nach (!) der PFS ein weiteres Signal etc. Du hast hier de facto Geld verschenkt. Das ist alles worum es mir geht. Und du stellst dich jetzt hin und nennst mich ahnungslos. Das wirkt schon leicht bizarr.

Schnitt 1,17€. Heute 0,77€. Du brauchst jetzt also schon 52% Kursanstieg zum Einstand. Herzlichen Glückwunsch.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.427.526 von bcgk am 29.03.18 20:35:55

Mich interessiert Verkaufsdruck und Charttechnik nicht. Davon habe ich keine Ahnung. Du magst als Trader weit mehr Erfolg haben als ich. Ich beschäftige mich fundamental mit mehreren Unternehmen, bevor ich mir eines als Investment aussuche. Ich entscheide nicht nach Bauchgefühl oder Charttechnik, sondern nach den Fakten. Natürlich habe ich bei Nemaska bei 1,60 noch gewartet, bis sie zurückkommt und irgendwann bin ich halt mit einer kleinen Menge erstmal rein. Den günstigsten Einstiegszeitpunkt zu erwischen, ist ohnehin unmöglich. Und in ein paar Jahren ist mir Wurst, ob ich 500 Euro mehr oder weniger herausbekomme. Ich schaue mir gleichzeitig den ganzen Sektor an, hier hat es so viele Werte
noch deutlicher erwischt. Schaue dir mal die großen Orocobre, Albemarle, Pilbara an. Da kannst Du die Charts übereinander legen und wirst keinen Unterschied zu Nemaska sehen. Fakt ist, die Nachfrage nach Lithium wächst in den nächsten 3-5 Jahren schneller als das Angebot und der ganze Sektor wird sich wieder erholen.

[Totho]

Antwort auf Beitrag Nr.: 57.428.261 von Kaputzenheini am 29.03.18 21:52:59

Zumindest ein sehr gutes Zeichen dass der starke Abverkauf genau stark wieder zurückgekauft wurde. Hier dürfte der Boden gefunden sein. Hab noch schnell verbilligt zu 0,66 und jetzt warte ich auf die schönen Zeiten und lass es liegen.

[enjey]

Antwort auf Beitrag Nr.: 57.427.238 von bcgk am 29.03.18 20:00:06

Kannst du das mit der verwässerung mal bitte etwas näher erklären? Ich dachte Nemaska hat schon alles an Kapital eingesammelt und sitzt nun auf guten 775Mio, oder habe ich da etwas komplett durcheinander gebracht? Ich dachte das es deswegen zu keiner weiteren Aktienverwässerung kommt.
Und auf den Jahresgewinn bezogen...wenn PLS ihre stufe 2 erreicht hat und 564kt 6% ausgeben, bei total operation costs von gut 280US$ und einem prognostizierten Verkauf von ca 900$ die tonne kommt man auf gute 350Mio Gewinn, der Spondum Preis soll jedoch relativ stark absinken in den darauf folgenden Jahren ( zumindest laut "Analysten"). Und die Stufe 2 wird wohl kaum vor 2020/2021 ausgebaut sein. In der ersten Stufe sind wir bei 321kt, bei 299 total cost kommt man rein theoretisch die ersten 2-3 Jahre auf ca 200Mio Jahresgewinn.

bei Nemaska geht man ab 2020/2021 von 23kt hydroxid und 11kt carbonat Jahresproduktion aus,
bei geschätzten Kosten von 2811US$ Hydroxid bei einem verkauf zu 14kUS$, sowie 3403US$ kosten pro tonne carbonat zu geplanten 9500US$(laut präsentation) währen das immerhin 325Mio Jahresgewinn.

Und schon ist der unterschied gar nicht so gravierend oder verstehe ich etwas falsch?

[bcgk]

Antwort auf Beitrag Nr.: 57.438.683 von enjey am 01.04.18 12:00:51

Es ging mir darum, dass ich vor Monaten - nach der PFS - prognostiziert habe, dass die ca 800 Mio $ aufgebracht werden müssen und dies zwangsläufig zu enormer Verwässerung führen muss. Der Kursverlauf hat dies zumindest bestätigt (-60%).

Wenn NMX komplett durchfinanziert ist, dann wäre das Thema Dilution erst mal ad acta gelegt.

[enjey]

Antwort auf Beitrag Nr.: 57.440.294 von bcgk am 01.04.18 19:46:23

Achso, also geht die Finanzierungsrunde gerade erst los? Kann man schon irgendwo entnehmen oder abschätzen in welchen Bereich die verwässerung geht? Bei 800Mio benötigten Kapital wird man ja sicher locker über 1MRD Shares kommen müssen? :o inwieweit ist denn schon was zu oftakes oder Krediten bekannt? Würde mich über eine kurze Einschätzung freuen, mir fehlt leider gerade komplett die Zeit mich ordentlich einzulesen.

[bcgk]

Antwort auf Beitrag Nr.: 56.790.415 von newzealaender am 22.01.18 16:30:48

Darf ich fragen, ob du das immer noch so siehst?

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.440.402 von enjey am 01.04.18 20:20:12

https://www.resource-capital.ch/fileadmin/reports/2017/final…

Hier mal ein etwas älterer Bericht, einfach runter zu Nemaska scrollen.
Johnson Matthey ist hier recht engagiert. Auch mit FMC hat man ein Offtake.
Lt. letzter News hat man einen Verkaufsprospekt für eine Finanzierung von 500 Mio eingereicht. 350 Mio. möchte man jetzt durch eine Fremdfinanzierung eintreiben. Dies wird erst einmal reichen. Es kann durchaus nochmal eine weitere Kapitalerhöhung geben, allerdings denke ich nicht, dass diese in den nächsten 12 Monaten kommt. Schon gar nicht bei diesem Kurs und bei diesem Umfeld. Ob Orocobre, Albemarle, Pilbara, Lithium Americas..., momentan ist alles tiefrot. Ich denke hier nicht mehr, dass man in diesem Stadium finanzielle Schwierigkeiten bekommt. Gut 50 Mio Optionen dürften noch fällig werden.

[bcgk]

Antwort auf Beitrag Nr.: 57.444.854 von Kaputzenheini am 02.04.18 20:43:50

Der Rebound war wohl nur eine technische Gegenreaktion. Sind wieder in der Nähe des Tiefs. NMX geht jetzt auf meine WL.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.451.763 von bcgk am 03.04.18 18:26:10

Lieber bcgk, nimm mich an die Hand und sage mir wann ich den Rest investieren soll (ernst gemeint).
Soll ich noch zuwarten, oder denkst Du das wars jetzt nach unten?

Ich bleibe dabei, ein Top Unternehmen!

[bcgk]

Antwort auf Beitrag Nr.: 57.455.966 von Kaputzenheini am 04.04.18 09:13:05

Da bin ich der falsche Ansprechpartner. Ich habe mich viel zu wenig en detail mit NMX beschäftigt, um hier langfristig einen Fair Value berechnen zu können. Kurzfristig scheint das letzte Tief bei 0.65 eine Marke zu sein. Allerdings eher zum Traden eines Rebounds. Du willst hier Jahre lang dabei bleiben, das verändert die Herangehensweise radikal. Wo das Tief sein wird, ist völlig offen. Eine weitere Korrektur bis auf 0.4€ würde ich nicht ausschließen.

Eine ORE steht bei 3.05€. Die Korrektur ist in vollem Gange...Wünsche dir ein gutes Händchen.

[HK12]

Japan’s SoftBank to acquire 9.9% stake in Canada’s Nemaska Lithium

https://www.dealstreetasia.com/stories/japans-softbank-to-ac…

[Kaputzenheini]

Nemaska: Gewinn lt. PFS ca. 16 Mrd.:30 Jahre=530 Mio im Jahr: 450 Mio Aktien incl. Optionen= 1,18 USD/=ca. 1 Euro je Aktie / Kurs momentan 0,77 E (wenn schon Gewinne da wären, KGV von 1, nur rein von einem Jahresgewinn ausgehend)
Das hatte ich vorhin bei EL geschrieben. Passt eigentlich gut hier herein. Hier sieht man mal, wie stark unterbewertet die Aktie momentan ist. Und das bei nach und nach gesicherter Finanzierung, Vertrauen von den Banken, Offtake-Vereinbarungen vorhanden, Umwandlungsfabrik schon im Bau ...., mit hoffentlich baldiger Besserung im Lithiumsektor wird die Unterbewertung ausgeglichen.

[Kaputzenheini]

Stück für Stück wird die Finanzierung gesichert siehe Bericht vom 13.4. Die machen einen sehr guten Job.
Was soll eigentlich noch passieren, damit der Kurs steigt?

[Sylt1204]

Ich vermute mal, wir werden hier bald Videos, Presse, PR usw. bekommen, genau dies ist die Aufgabe von Hr. Cantore (Nemaska Lithium macht einen seriösen Eindruck, genauso wie Hr. Cantore) Und nun kommt Tantalex Resources neu dazu....

https://www.google.de/search?client=safari&hl=de&biw=768&bih…

Lithiuminvestor@ CantoreVictorMontréal, Québec
https://mobile.twitter.com/cantorevictor?lang=de


Nemaska Lithium
http://www.nemaskalithium.com/en/investors/

Nemaska Lithium Inc. Mr. Victor Cantore Investor Relations 514 831-3809 victor.cantore@ nemaskalithium.com

Tantalex Resources
September 28, 2017 - Victore Cantore joins the Tantalex Advisory Board

https://static1.squarespace.com/static/577c05a95016e168f25b1…

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.650.034 von Sylt1204 am 27.04.18 21:38:46

Ich werde mir dochmal die Zeit nehmen, über Tantalex zu recherchieren. Glaubst Du, dass Hr. Cantore jetzt einfach nur beide Unternehmen betreut? oder eine Übernahme?.
Wie weit ist eigentlich Tantalex u. wie groß ist die Ressource?

[Sylt1204]

Alles am Anfang und alles nicht bekannt, aber da kommt etwas, da wird etwas aufgebaut, inwiefern die Firmen durch die Verbindung Hr. Cantore kooperieren ist offen, aber die Erfahrung von Nemaska wird sicherlich bei Tantalex einfließen.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.652.110 von Sylt1204 am 28.04.18 13:00:03

Eigentlich passt da nix. Der eine ist im Kongo, der andere direkt in Kanada.
Sonst würde ich noch sagen, Tantalex lässt seine Spodumen bei Nemaska veredeln. Aber das Zeug nach Kanada karren, eher unwahrscheinlich. Vielleicht möchte Tantalex das Patent von Nemaska nutzen.

[newzealaender]

Nemaska ist in einem neuen Report namens Battery Metals zu finden:

https://www.resource-capital.ch/de/reports.html

[Kaputzenheini]

Das Ding wird in Toronto geshortet bis zum Anschlag. Wenns nochmal auf 0,70 runtergeht, wird nachgekauft, aber richtig fett. Top Unternehmen nach wie vor.

[Kaputzenheini]

Au weh. Aktie ist wohl ausgesetzt. Weitere Kapitalerhöhung 360 Mio neue Aktien. Wird nochmal ne gute Gelegenheit zum Nachkaufen.

[Kaputzenheini]

https://globenewswire.com/news-release/2018/05/22/1510397/0/…

Hier nochmal die Nachricht zur Kapitalerhöhung.
Sicher hat mir das kräftig gestunken, als ich gestern abend die Nachricht gelesen habe.
Auch wenn das nicht gut ist für die Aktionäre, die noch nicht solange dabei sind, wie ich auch, ist dabei zu bedenken, dass Nemaska über 800 Mio CAD aufbringen musste für den Bau der Umwandlungsfabrik und die Minenkonstruktion. Ein paar Offtakes gibt es ja schon, allerdings sehe ich ein, dass man nicht alles über Offtakes finanzieren kann. Das würde natürlich den Ertrag später gewaltig schmälern. Immerhin ist die Finanzierung jetzt durch, sodaß zügig weitergebaut werden kann. Auch das mit den Anleihen für 11,25% Zins hört sich zwar auf den ersten Blick katastrophal an, allerdings beginnt die Rückzahlung erst in 3 Jahren u. das Unternehmen wird keine 5 Jahre brauchen, um die Summe von 350 Mio CAD zurückzuzahlen.
Ich beobachte Nemaska und deren Fortschritte schon länger und muss sagen, hier wird professionnell gearbeitet. Der Kapitalwert der Mine liegt b. ca. 3 Mrd. CAD, die Abbaukosten extrem niedrig und Nemaska wird einer der nächsten sein, die sich Produzent nennen dürfen und Umsätze und Gewinne generieren. Ich lasse den Kurs jetzt erst einmal schön abkotzen, und werde dann kräftig zupacken. Hier ist noch viel Luft nach oben.Meiner Meinung nach ist das eine große Chance.

[Tom987]

Antwort auf Beitrag Nr.: 57.818.132 von Kaputzenheini am 23.05.18 20:51:09

@Kapuzenheini
das Unternehmen wird keine 3 Jahre brauchen, um die Summe von 350 Mio CAD zurückzuzahlen.

Woher nimmst du die Zuversicht, das Nemaska so eine große Summe so schnell zurückzahlen kann.

Lass bloß mal den Produktionsstart erneut nach hinten verschieben oder Probleme, gerade am Anfang der Produktion auftreten, was schon fast normal ist.

Die hohen Zinsen werden dann schnell zu einem großen Problem. Risiko ist derzeit bei NMX trotz Kursrückgang m.M.n. immer noch zu hoch vor diesem Hintergrund.

[Tom987]

Antwort auf Beitrag Nr.: 57.818.312 von Tom987 am 23.05.18 21:10:47

sorry meinte Keine 5 Jahre.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.818.348 von Tom987 am 23.05.18 21:12:39

Anbei nochmal die DFS:
https://www.wallstreet-online.de/nachricht/10186547-nemaska-…

Du hast eigentlich recht mit den 3 Jahren. Das ist das tatsächliche Ziel des Unternehmens. Ich denke nur, das ist sehr ambitioniert, da sie jetzt mehr aufgenommen haben als in der DFS steht.
Auch in der DFS ist eine Amortisation nach 2,9 Jahren angegeben. Und das für die gesamte Capex. Wenn Du über 500 Mio CAD Gewinn machst im Jahr, sollte das kein Problem sein.
Verzögerungen entstehen meistens dadurch, dass wieder Geld in die Kasse kommen muss. Das Problem sollte für Nemaska jetzt erstmal erledigt sein. Die Rückzahlung der Anleihe beginnt außerdem erst im Jahr 2021. 2019 ist schon Generierung von Umsatz möglich durch Verkauf von Spodumen. Von der technischen Seite wüsste ich nicht, was hier an Überraschungen kommen könnte. Erst die letzten 10 Jahre wird übrigens Untertage abgebaut.
Wenn Du Dich mal mit dem Aufbau des Unternehmens befasst, wirst Du sehen, dass hier alles durchdacht ist und nichts dem Zufall überlassen wird.

Wenn man als Aktionär aber immer mit dem schlechtesten rechnet, sollte man lieber in einen Wert investieren, wie Albemarle oder SQM, da ist man halt auf der sicheren Seite. Allerdings wird hier kein so hoher Anstieg mehr möglich sein, wie bei Nemaska.

[Kaputzenheini]

Die durchschnittlichen Lithiumhydroxidkosten sind hier übrigens mit 14.000 USD über die ges. Minenlaufzeit angegeben. Da lehnen sich andere Explorer schon weiter aus dem Fenster aufgrund höherer Kosten, damit unter dem Strich auch wirklich noch was übrig bleibt.
Namen habe ich jetzt vergessen.

[abgemeldet-620128]

Eigentlich hätte man sich durch die KE einen noch massiveren Kurssturz erwarten können. Es hat den Anschein, dass dieser sich stabilisiert.
Oder kommt da noch was?

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.818.942 von abgemeldet-620128 am 23.05.18 22:19:56

Es wurde die letzten Tage schon geshortet, was das Zeug hält. Ich hab daraus wieder viel gelernt.
2.000 Euro schieße ich nochmal nach, dann ist Schluss. Ich halte Nemaska einfach für den vernünftigsten Wert in meinem Depot. Jetzt brauchts eben Geduld über die Produktion hinaus. Für die Hälfte habe ich zu 0,675 heute nochmal nachgekauft. Der Rest, wenns nochmal schön runtergeht. Das will ich nicht ausschließen. Beim Kurs 1CAD bei der heutigen Kapitalerhöhung muss nicht unbedingt schon der Boden sein. Aber irgendwann erkennt der Markt wieder das Potential.
Über 3 Mrd CAD Kapitalwert, gut 500 MRD Jahresgewinn, Minenlaufzeit über 30 Jahre und Start in absehbarer Zeit. Dazu noch fast unschlagbare Abbaukosten. Selbst wenn der Lithiumhydroxidpreis in einigen Jahren richtig verprügelt wird, gibts hier noch Gewinne. Alles Gründe für mich, die Aktie ein paar Jahre zu halten.

[Kaputzenheini]

Nemaska hat ca. 400 Mio Aktien im Umlauf+Optionen ca. 50 Mio, +Softbank ca. 90 Mio (mit Recht auf ca. 200 Mio zu erhöhen), +360 Mio neue Aktien. Also ca. 900 Mio CAD Marktkapitalisierung=597Mio Euro. 3,3 Mrd CAD Kapitalwert (2,2Mrd Euro), mittlere 3 dreistellige Millionengewinne pro Jahr bei eher niedrig angesetztem Litihiumhydroxidpreis gegenüber anderen Unternehmen.
Nachdem die Finanzierung jetzt gesichert ist, wird man sich weiterhin mit Hochdruck um Bau und Weiterentwicklung von Phase 2 kümmern.
Auch wenn der Wert noch etwas nachgibt. Die Shorter werden jetzt verschwinden und es wird Ruhe einkehren, wahrscheinlich hat man deshalb jetzt auch die Kap.erhöhung durchgezogen. Der Markt wird sich an den wahren Wert anpassen und die Aktie langsam aber sicher nach oben bewegen. Es wird richtig langweilig werden, ganz mein Geschmack.

[Chaecka]

Antwort auf Beitrag Nr.: 57.818.942 von abgemeldet-620128 am 23.05.18 22:19:56

Kurssturz

Also für meinen Geschmack war dieser Kurssturz mehr als ausreichend in seiner Höhe.
Im Gegenteil, von mir aus könnten wir auch gerne einmal eine "Kursexplosion" erleben. (das ist dann wenn ein Kurs auf einmal ganz hoch steigt)

Es nutzt ja nun nichts, Anteilseigner eines Unternehmens zu sein, das immer dann, wenn Gewinne erwartet werden, die Anteile an andere vergibt...
Ich bin schon ein Freund von Bezugsrechten für Altaktionäre.

[Kaputzenheini]

https://themoneynarrative.wordpress.com/2018/05/23/nemaska-l…

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.828.203 von Kaputzenheini am 24.05.18 23:10:04

Interessant hier vor allem der letzte Beitrag.

[bcgk]

Antwort auf Beitrag Nr.: 57.828.326 von Kaputzenheini am 24.05.18 23:42:48

Zum zocken eignet sich die Aktie mMn nicht. Das derzeitige Niveau sieht optisch attraktiv aus, dürfte aber erfahrungsgemäß nicht das Ende der Abwärtsbewegung darstellen. Für langfristige Anleger, die an Lithium und ElektroMobility glauben, ist das allerdings jetzt ein spekulativer Kauf. Falls NMX die Produktion ohne nennenswerte Verzögerungen starten sollte, wird sich die MK Richtung Nachsteuer-NPV (2.4b$) bewegen. Das wäre ein Kurs von 2.4$, also 140% Luft. Allerdings sollte man da realistisch sein.....Geduld bis mindestens Q3/20 Ist hier nötig.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.828.773 von bcgk am 25.05.18 07:21:52

Softbank ist hier zu 1,12 CAD eingestiegen und die werden schon gewusst haben, dass noch eine Kapitalerhöhung nötig sein wird. Ich hoffe doch, dass die Aktie sich schon in den nächsten Monaten dem Kapitalwert annähert. In 2019 wird man schon erste Umsätze generieren können mit dem Verkauf von Spodumen. Dass es hier noch Verzögerungen geben soll, kann ich mir nicht vorstellen, da Verzögerungen meistens durch fehlende Genehmigungen und bei Finanzierungsangelegenheiten stattfinden, was hier nicht mehr der Fall ist. Die Verträge mit den Kunden sind knallhart gestaltet, Verzögerungen kann und wird man sich nicht leisten.
Man hat jetzt über 1 Mrd CAD eingesammelt, mehr als lt. DFS benötigt wird.
Schauen wir mal, wie sich der Kurs bis Ende nächster Woche entwickelt, wenn die neuen Aktien draußen sind. Es wird noch die ein oder andere Gelegenheit zum Nachkaufen geben.

[abgemeldet-620128]

Bin gestern auch mal eingestiegen. Aber nicht mit 100% sondern 50%. Den Rest hebe ich mir für Nachkäufe auf.

Ein wirklich interessantes Projekt. Vor allem ist Nemaska da angekommen, wovon viele andere Explorer heute noch träumen.
Danke an @Kaputzenheini und @bcgk für die sachlichen Postings und Berechnungen.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.830.129 von abgemeldet-620128 am 25.05.18 10:00:50

Schön, dass Du dabei bist. Ich stelle mal den Imagefilm von Nemaska ein. Hier kann man gut sehen, was alles dahinter steckt, wenn man Lithiumhydroxid verkaufen will.

https://www.youtube.com/watch?v=4-Ksd38YB-A

[abgemeldet-620128]

Antwort auf Beitrag Nr.: 57.830.177 von Kaputzenheini am 25.05.18 10:06:42

ja - hier kann man mal sehen welch hoher finanzieller Aufwand und welche enorme Technik notwendig ist um effektiv abbauen zu können.
Wie gesagt - andere träumen von diesem hier gezeigten Status und sind noch Lichtjahre davon entfernt.



Hoffe, das Video wird nun direkt angezeigt.

@Mods:
vielleicht könnte man sich mal die Programmierung der Forensoftware ansehen. Eine Adaptierung einer Direktverlinkung ist sicherlich technisch machbar. Ein Manko, dass ich seit meiner Anmeldung immer wieder sehen ist, dass Links nur bei Verwendung der Einbettung klickfähig sind. Das kann man technisch auch anders lösen. Vielen Dank

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.830.345 von abgemeldet-620128 am 25.05.18 10:26:39

Ja, so geht's auch
Man beachte, die Aussage im Video, dass man 2009 begonnen hat.

[Sylt1204]

Wollte euch nur schreiben, das ihr hier auf dem richtigen Weg seit, Nemaska wurde gerade im englischen Forum eines Lithium Explorer´s in Portugal, als Vergleich gezogen....u.a. folgende Meinung zur KE..

"Nemaska ​​hat die bestehenden Aktien praktisch verdoppelt, hat jetzt aber 360 Millionen Dollar (plus Kredite für insgesamt 800 Millionen Dollar) und wird in zwei Jahren eine Mine und eine Fabrik für chemische Produktion haben. Wie denken die Leute, dass sie ohne Verdünnung zur Produktion kommen würden? War es das wert? Es wird nicht für die Suche nach Ressourcen verschwendet, sondern es wird hartes Geld verwendet, um mehr Geld zu verdienen."

[bcgk]

Heute direkt nach Eröffnung in Toronto nochmal zugelangt. Aktie ist eigentlich komplett derisked. Jetzz lassen wir NMX mal in Produktion gehen.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.835.613 von bcgk am 25.05.18 20:27:34

Ich warte mit dem Rest noch, bis die neuen Aktien draussen sind. Sicher ist sicher. Du kannst entspannt sein, ich muss meinen Durchschnitt 0,93 noch ein bisschen runterdrücken, damit ich zumindest im Herbst im Grünen bin.

[bcgk]

Antwort auf Beitrag Nr.: 57.835.748 von Kaputzenheini am 25.05.18 20:43:51

Was soll das ändern, wenn sie draußen sind? Weiß jeder, dass sie kommen. Verkaufen wird sie auch niemand. Was genau übersehe ich?

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.835.946 von bcgk am 25.05.18 21:16:11

280 Mio. Stück niemand verkaufen?
Ausserdem korrigiert der ganze Sektor gerade wieder.

[bcgk]

Antwort auf Beitrag Nr.: 57.836.102 von Kaputzenheini am 25.05.18 21:35:50

Die zahlen 1CAD und verkaufen eine Woche später mit Verlust? Wohl kaum....

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.836.486 von bcgk am 25.05.18 22:26:00

Es gibt noch genügend Altaktionäre, die aufgrund der Kapitalerhöhung jetzt aussteigen.
Und dann hätten wir noch die Shorter, die sich sicher noch austoben, bis die neuen Aktien
kommen. Ruhe kehrt hier meiner Meinung nach erst übernächste Woche ein.

[bcgk]

Antwort auf Beitrag Nr.: 57.837.674 von Kaputzenheini am 26.05.18 09:24:51

Hast du Belege für Leerverkäufer? Halte ich für unwahrscheinlich.

Altaktionäre haben längst Kasse gemacht oder machen es später, aber sicher nicht auf dem aktuellen Niveau. Wir stehen derzeit auf dem Niveau vom Q1/2016. Aktie ist derisked, weil komplett finanziert.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.837.935 von bcgk am 26.05.18 10:53:12

Im Stockhouse Forum habe ich vor ein paar Wochen vor meinem letzten Nachkauf einen Link gefunden, der die Leerverkäufe anzeigt. Die Seite habe ich ein paar Tage lang täglich angeschaut. Ich finde sie leider nicht mehr, wenn jemand die Seite hat, würde ich mich freuen, wenn er sie hier wieder einstellt. Das Stockhouse Forum lese ich übrigens täglich, hier wurde bereits viel darüber berichtet und der Link eingestellt.
Man konnte es aber hier bei w:o gut verfolgen, wenn man sich den Kurs in Kanada angeschaut hat.
Hunderte von Transaktionen ein paar Tage lang hintereinander, mit mehreren Millionen Volumen.
Allein am Tag der Kapitalerhöhung wurden über 200 Mio Aktien gehandelt. Das ist gut die Hälfte
des kompletten Aktienbestandes.

[bcgk]

Antwort auf Beitrag Nr.: 57.838.694 von Kaputzenheini am 26.05.18 14:27:05

Der Preis der KE sollte durchaus der Boden sein. Wir sind auf dem Niveau von 2016. Da war NMX meilenweit von Produktion entfernt. Softbank hat gar 1.25 bezahlt. Ich rechne hier mit 2 CAD bis Produktionsstart.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.839.444 von bcgk am 26.05.18 19:42:26

Softbank hat 1,12 Cad bezahlt. Aber du siehst es genauso wie ich, das wird ein guter 3bagger für dich, für mich nicht ganz. Und das mit wenig Risiko. Wobei ich da etwas optimistischer bin. Mit einem Jahresgewinn von gut 400 mio nach Steuern bei einem Kgv von 8 sollten schon 4 cad herauskommen = die Summe des Kapitalwertes lt. DFS.
Die arbeiten wirklich professionell. An Verzögerungen glaube ich hier nicht mehr.

[bcgk]

Antwort auf Beitrag Nr.: 57.839.852 von Kaputzenheini am 26.05.18 22:40:51

Ich bleibe immer und überall skeptisch. Mein Ziel lautet 2 CAD. Dann sehen wir weiter.

[bcgk]

Antwort auf Beitrag Nr.: 57.840.869 von bcgk am 27.05.18 10:23:56

NMX.TO stock should continue trading high volumes in the $1.00 range until the closing occurs at the end of the month (May 2018). After that, the stock will be heavily influenced by all of the new players, some of whom are short and have an interest in further share price weakness. Sector and overall market sentiment will also play a role in the months ahead. Of course, the biggest factor is the two year period in which construction is taking place. The real gain in value will likely occur closer to commencement of revenues, although we still believe that there will be a significant move upwards in the stock after the financing has been concluded (so far it is only announced) and investors (including new institutional players) focus on updated reports analyzing the value of the company as a function of future revenues (market price of several dollars per share in 2020, in our opinion). On Friday, May 25, 2018, our $0.98 buy order was placed in the morning but did not fill until moments before closing. There is a great volume of cross-trading activity taking place concurrent with the financing share issuance. A buy below $1.00 is a great entry point, and even if the stock dips a little lower, buyers (other than short-term traders) should not be obsessed with trying to time the bottom. In any event, this may be the bottom. Regardless of whether it is or isn’t, in 2020 when the shares are several times their current price, investors will not be quibbling over a few cents. You are absolutely right, Michael, about the energy, transport and tech revolution, which is indeed an opportunity that cannot be missed (and the historic significance of which is still not fully appreciated by many investors and commentators).

https://themoneynarrative.wordpress.com/2018/04/11/reliq-hea…

[bcgk]

Antwort auf Beitrag Nr.: 57.841.150 von bcgk am 27.05.18 11:14:05

Die Blogger gegen davon aus, dass NMX in 2020 bei einem Vielfachen des heutigen Kurses steht. Da gehe ich mal mit. Überlege sogar kommende Woche nochmal nachzulegen.

[bcgk]

Antwort auf Beitrag Nr.: 57.819.152 von Kaputzenheini am 23.05.18 22:46:47

Wie kommst du auf 500m Reingewinn? Welche Währung?

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.841.706 von bcgk am 27.05.18 13:40:40

Es werden m.E. ca. 400 Mio sein.
1.131.000 t Carbonat und Hydroxid x durchschn. 14.000 CAD = 15,834 Mrd.: 33 Jahre= 479 Mrd. auf die Schnelle grob zusammengefasst. Steuersatz in Kanada kenne ich nicht, aber 400 Mio Gewinn nach Steuern könnten schon rauskommen. Und der Preis für Carbonat und Hydroxid zusammen lt. PFS ist schon konservativ angesetzt.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.843.522 von Kaputzenheini am 28.05.18 00:10:33

Alles in CAD.

[bcgk]

!

Dieser Beitrag wurde von FairMOD moderiert. Grund: auf eigenen Wunsch des Users

[bcgk]

Antwort auf Beitrag Nr.: 57.843.522 von Kaputzenheini am 28.05.18 00:10:33

Zitat von Kaputzenheini: Es werden m.E. ca. 400 Mio sein.
1.131.000 t Carbonat und Hydroxid x durchschn. 14.000 CAD = 15,834 Mrd.: 33 Jahre= 479 Mrd. auf die Schnelle grob zusammengefasst. Steuersatz in Kanada kenne ich nicht, aber 400 Mio Gewinn nach Steuern könnten schon rauskommen. Und der Preis für Carbonat und Hydroxid zusammen lt. PFS ist schon konservativ angesetzt.

Für eine solide Rechnung, solltest du zumindest die richtigen Preise ansetzen, die Abbaukosten nicht vergessen und die finanzielle Situation des Unternehmens nicht außer Acht lassen.

Ich rechne dann mal mit Daten aus der Feasibility Study:

Pro Jahr:

23.000t Hydroxid x 10.345$ (14000-3655) = 238m$ Gewinn
11.000t Carbonat x 7276$ (11700-4424) = 80m$ Gewinn

Pro Jahr entstehen also unter Annahme der in der Feasibility Study geschätzten Preise für Carbonat und Hydroxid Gewinne in Höhe 318m$. Das sind umgerechnet 413,4m CAD per annum.

Die Capex wurden durch OTAs, Verkauf von Aktienpaketen, einer KE und Bonds finanziert. Schuldenlast dürfte bei 350m CAD liegen. Auf ein Jahr macht das dann mit Zinsen grob 15Mio CAD. (ist extrem vereinfacht)

Bleiben also ca. 400m CAD Gewinn vor Steuern. Der Steuersatz liegt in der Provinz Quebec bei 27%.

Gewinn per annum nach Steuern durchschnittlich: 292m CAD.

Und das passt im Übrigen auch fast 1:1 mit der in der Feasiility Study genannten After-Tax Net Undiscounted Cash Flow von 9.6 Billion CAD. (290,5m CAD per annum)


Ich unterstelle mal grob 1 Milliarde Aktien. Bleiben also 0,29 CAD Gewinn pro Aktie pro Jahr.

Derzeit wird Nemaska also mit einem zukünftigen KGV von 3,4 gehandelt. Ein KGV von 8-10 sollte konservativ durchaus unterstellt werden dürfen. Demnach also ein Kurs zwischen 2,4-3 CAD.

Nemaska Lithium ist eine erstklassige Geldanlage auf diesem Niveau. Das Unternehmen ist komplett durchfinanziert, hat das zweitgrößte Hard Rock-Vorkommen der Welt und befindet sich technisch auf "world class level". Wer auf Elekromobilität setzt, kommt an Nemaska nicht vorbei.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.844.257 von bcgk am 28.05.18 08:35:34

Hast ja recht. Aber mir fehlt gerade die Zeit. Deshalb nur grob von mir. Danke für die detaillierte Rechnung. Fazit: Nachkaufen.
Die nächsten Tage packe ich nochmal zu.

[abgemeldet-620128]

Danke @bcgk für diese ausführliche Darstellung.
Auch für mich heißt es die nächsten Tage nochmals nachkaufen. Bin davon überzeugt, dass wir hier richtig liegen.

[bcgk]

Antwort auf Beitrag Nr.: 57.846.066 von abgemeldet-620128 am 28.05.18 12:01:16

Es gilt hier lediglich die Nerven zu bewahren, auch wenn es nochmal 10% runter gehen sollte.
Für alle Glücklichen, die Nemaska bisher nur auf der Watchlist hatten, ergeben sich gerade mittel- und langfristig betrachtet herausragende Kaufkurse mit exzellentem Chance-Risiko-Verhältnis.

[dosto]

ich verzichte-trotz Angebot- auf deren Bonds

[Atompuls]

Ich wäre vorsichtig bei dem Kurs da kommen noch öffentl. unbekannte Nachwirkungen.

[bcgk]

Antwort auf Beitrag Nr.: 57.849.726 von Atompuls am 28.05.18 19:00:53

Könntest du bitte unbekannte Nachwirkungen näher definieren oder sind diese Nachwirkungen auch dir unbekannt?

[OliverZ]

Antwort auf Beitrag Nr.: 57.848.670 von dosto am 28.05.18 17:09:59

was für ein angebot hast den bekommen bezüglich der bonds... ich wäre da schon interessiert

[bcgk]

Gerade über den Ticker gelaufen:

NEMASKA LITHIUM SIGNS SUPPLY AGREEMENT FOR SPODUMENE CONCENTRATE

Québec, Québec, Canada, May 29, 2018. Nemaska Lithium Inc. (“Nemaska Lithium” or the “Corporation”) (TSX: NMX) (OTC: NMKEF) is pleased to announce the signing of a supply agreement (the “Agreement”) of spodumene concentrate with Hanwa Co., Ltd. (“Hanwa”) acting as agent for General Lithium Corp. (“GLC”), the latter having signed the Agreement as intervenor.

Under this Agreement and through its wholly-owned subsidiary Nemaska Lithium Whabouchi Mine Inc., Nemaska Lithium will supply a significant quantity of spodumene concentrate on a take-or-pay basis at a market priced-based formula, at the time of delivery. The supply period will commence after the construction of the Whabouchi Mine and continue up to the full ramp-up of the electrochemical plant in Shawinigan.

“We are very pleased to conclude this commercial relationship with Hanwa, a leading, Japan-based, global trading company, and GLC, a China-based company specialized in R&D, production and sales of lithium products and one of the top class spodumene converters in China”, declared Guy Bourassa, President & Chief Executive Officer of Nemaska Lithium.

Bourassa continued, “Our business plan remains to be vertically integrated and to sell lithium hydroxide and lithium carbonate from our electrochemical plant in Shawinigan; however, given that the Whabouchi mine will be in production about a year before the electrochemical plant is ready to be commissioned, we decided to be opportunistic and sell spodumene concentrate in the interim, effectively enabling us to generate revenue by the last quarter of 2019.”

[408d0fe3]

Solche Meldungen schaffen Vertrauen in die Firma.Die ersten Abnahmeverträge noch bevor die Mine in Betrieb geht,anscheinend läuft alles nach Plan.Der Kurs wird jetzt reagieren.

[Kaputzenheini]

http://www.stockhouse.com/news/press-releases/2018/05/30/vis…

Gute Neuigkeiten vom Sirmac Projekt, das Nemaska an Vision Lithium verkauft hat. Nemaska ist durch den Verkauf größter Aktionär bei Vision Lithium. Wo wohl das Lithiumhydroxid von dort einmal hergestellt wird?

[bcgk]

Antwort auf Beitrag Nr.: 57.866.364 von Kaputzenheini am 30.05.18 13:28:59

Zu 0.96 in Toronto nachgelegt.

[nicolani]

https://web.tmxmoney.com/article.php?newsid=5055429442802771…

war mir ein erster einstieg wert!

[nicolani]

Hummm...hier sind definitiv zu viele kleinanleger drin... also geht's noch tiefer...syphon-injection!

[nicolani]

na gut! mit einer derartigen press release hätte der markt locker 20-30% gegeben! we will see!!!

[bcgk]

Antwort auf Beitrag Nr.: 57.870.948 von nicolani am 30.05.18 20:43:26

Könntest du deinen Zeilen etwas mehr Sinnhaftigkeit und Zusammenhang gönnen? Die Leserschaft wäre glücklich.

[nicolani]

IST JA SCHLIESSLICH NE HAUS-NUMMER 1,1 MRD!!!

[nicolani]

Antwort auf Beitrag Nr.: 57.871.038 von bcgk am 30.05.18 20:52:28

was weisst du denn nicht, oder was willst du denn von mir wissen?

[nicolani]

ich weiss gar nichts, bin seit heute hier investiert zu 0,96 cad, okay!

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.871.584 von nicolani am 30.05.18 21:58:00

Und man bedenke, dass das jetzt das Geld ist, was man in der Kasse hat für den Bau und die weitere Entwicklung. Und es ist ja schon einiges an Vermögenswerten, Patenten usw. vorhanden.Die neuen Aktien wurden heute ausgegeben. Insg. liegen wir bei ca. 730 Mio Stück., dies ist jetzt die Marktkapitalisierung. Natürlich stehen noch Optionen aus. Insgesamt hat man mit Anleihe, Offtakes usw. 1,1 Mrd CAD in der Kasse zur weiteren Entwicklung. Veranschlagt waren ca. 850 Mrd CAD in der DFS. Selbst wenn es Verzögerungen geben sollte, ist der Laden komplett durchfinanziert bis zur Produktion. Gestern noch das Offtake für die Spodumenlieferung ab 2019 um erste Umsätze zu generieren. Alles voll durchdacht. Hier ist noch viel Luft nach oben. Und für die Leerverkäufer gibt's hier bald nix mehr zu holen. Im Gegenteil, die werden sich einiges von den neuen Aktien holen müssen, um ihre Positionen zu decken.

[Tom987]

Antwort auf Beitrag Nr.: 57.871.617 von nicolani am 30.05.18 22:03:07

@nicolani
ich weiss gar nichts, bin seit heute hier investiert zu 0,96 cad, okay!

Das sind ja beste Vorraussetzungen, um in eine Aktie zu investieren.

Etwas sollte man eigentlich schon recherchieren und bescheid Wissen, in was man sein Geld steckt, sonst kann man eines Tages sehr böse aufwachen und sich wundern, wo sein Geld geblieben ist.

Über das ABC der Börse weißt du aber schon bescheid? Nur ein gut gemeinter Rat von einem langjährigen Börsianer.

[bcgk]

Antwort auf Beitrag Nr.: 57.871.791 von Kaputzenheini am 30.05.18 22:22:57

Heute weiter deutlich aufgestockt zu 1,01$ und 0,679€. Wenn der CAD nachhaltig überwunden wird, dürfte die stete Rallye Richtung 2020 starten.

[bcgk]

Antwort auf Beitrag Nr.: 57.871.872 von Tom987 am 30.05.18 22:30:12

NMX.TO’s market capitalization is currently LESS THAN the financing capital raised. That tells you that there is (for now, but likely not for long) no value allocated to the future earnings stream of the company. In themoneynarrative’s experience, that confirms how exceptional the investing opportunity is at the current share price.

Habe weitere Order im Markt. 100k ist das Ziel.

[dosto]

Antwort auf Beitrag Nr.: 57.852.240 von OliverZ am 29.05.18 07:34:02

wenden Sie sich an

paretosec-no

[bcgk]

Antwort auf Beitrag Nr.: 57.878.640 von bcgk am 31.05.18 16:41:01

15 Mio Stücke Umsatz. 6,5% im Plus. Bei 1,04$ geschlossen. Ich rechne bis Ende Juni mit Kursen von 1,25-1,30 CAD.

[bcgk]

Antwort auf Beitrag Nr.: 57.881.763 von bcgk am 31.05.18 22:17:00

https://www.theglobeandmail.com/investing/markets/inside-the…

(leider kostenpflichtig)

Quintessenz:

National Bank Financial analyst Rupert Merer upgraded Nemaska Lithium Inc. (NMX-T) to “outperform” from “sector perform” with a $1.90 target.
Read more at http://www.stockhouse.com/companies/bullboard#MtzAhoWuo6yIT5…

Es werden jetzt jede Menge Analysten kommen. Die Angebotsseite wird austrocknen.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.881.763 von bcgk am 31.05.18 22:17:00

Hoffen wir mal, dass Du Recht hast. Bei Deinen Prognosen wäre ich dann schon leicht im Plus
Mein Durchschnitt nach den Nachkäufen am Donnerstag ist bei 0,845 Euro.

Übrigens: Victor Cantore von Nemaska ist auch bei Vision Lithium im Vorstand. Beim Verkauf des Sirmac Projekts hat man das Recht auf Produktion auf der Anlage in Shawinigan ausgehandelt. Wie man bei Nemaska beobachten kann, stampft man eine Verarbeitungsfabrik nicht so einfach aus dem Boden. Weitere Projekte in Nordamerika kommen deshalb bezüglich der Weiterverarbeitung ihrer Lithiumvorräte an Nemaska nicht vorbei. Die Weiterverabeitungsfabrik ist weit mehr wert, als die Vorräte in der Mine selbst.

[bcgk]

Antwort auf Beitrag Nr.: 57.882.252 von Kaputzenheini am 31.05.18 23:47:25

Damit sprichst du einen wesentlichen Punkt, der allerdings erst langfristig von elementarer Bedeutung sein kann. In der Region Quebec gibt es Juniors, die Interesse zeigen dürften Nemaskas Kapizitäten - physische und geistige - zu nutzen. Nemaska selbst könnte sich mMn im nordamerikanischen Raum zu einer Institution im Bereich Lithium und Rohstoffveredlung mausern.

Lass uns das aber lieber in 2019/2020 debattieren, wenn mehr harte Fakten auf dem Tisch liegen. Erfreuen wir uns an den heutigen Fakten.

MK 800m CAD
Cash 1.1b CAD
Zweitgrößtes Hard Rock Vorkommen der Welt
Hydroxidanlage bis Q2/3 2020 geplant
Spodumen offtake für Übergangszeitraum
Kurz- und langfristig massives Erholungspotential der Aktie
Perfektes Chartbild


Have fun.......

[dosto]

Hey, ihr Beiden

kann es sein dass Ihr etwas die Bodenhaftung verliert.
oder ist das nur ein kleiner vorübergehender Rausch.

[bcgk]

Antwort auf Beitrag Nr.: 57.884.739 von dosto am 01.06.18 10:37:59

Ich liefere hier Informationen und persönliche Einschätzungen. Als derjenige, der hier zwischen 1,60 und 0,80€ vor zu hohen Einstiegskursen gewarnt hat, weil es aufgrund der FInanzierungs- und Verwässerungsproblematik noch weiter runtergehen musste, darf sich erlauben nun die Fakten und die derzeitige Situation entsprechend einzuordnen. Des Weiteren sind User auch dankbar hier Informationen aus anderen Quellen (moneynarrative etc) vorgesetzt zu bekommen.

Es geht weniger um einen Rausch - ein Stück weit euphorisch bin ich zugegebener Maßen schon - sondern um die zentrale Erkenntnis auf gestrigem und vorgestrigem Niveau aus meiner Sicht einmalige Kaufgelegenheiten (hoffentlich) genutzt zu haben.

Grundsätzlich ist jeder für sein Handeln verantwortlich, daher alles JMO und bitte DYOR. Allerdings besteht bei NMX heute nur noch ein Risiko - Preisverfall für Lithium, weil in den nächsten 24 Monaten die Elektromobilität revolutioniert wird. Risiko aus meiner Sicht 0,01 zu 99,99.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.884.739 von dosto am 01.06.18 10:37:59

Das sind Fakten, lieber desto, Fakten.
Es ist aber auch gerne Kritik erlaubt.

[centucky]

boden ist noch dünn.. mittelfristig aber gute einstiegskurse, denke ich. warte noch etwas ab

[bcgk]

Antwort auf Beitrag Nr.: 57.885.357 von centucky am 01.06.18 11:24:26

Sehr mutig hier noch zu warten.....sehe kaum Gründe, warum wir nochmal signifikant unter die letzte KE-Schwelle von 1 CAD fallen sollten. Aber es braucht auch noch Käufer bei 0,70€, 0,80€, 1€ etc....






Und hier mal in CAD

[bcgk]

Antwort auf Beitrag Nr.: 57.885.573 von bcgk am 01.06.18 11:45:20

Erstes Ziel ist hier das bei 1,25$ entstandene Gap. Wären umgerechnet 0,83€.

[dosto]

ich habne nichtsd gegen ein Engagement der User

Aber erst steht mal für diese Firma 1Jahr der Macher an und die müssen
anhand deren Leistung kontrolliert werden. Was die machen müssen
ist schließlich kein Zuckerlecken.

Gleichzeitig gilts die weltweite Lithiumproduktion im Auge zu behalten,m was ja gar nicht einfach ist.
In Australien sinds die Firmen Pilbara (kommt) Galaxy ist schon da, die Brin en in Südamerika
sind auch nicht von Pappe.
Die Welt ist global. Gekauft wird dort und bei dem der den besten Preis bietet.

Es gibt auch die These: der Lithiummarkt wird langsamer wachsen als geschrieben
und die Produktion kann schneller wachsen als man es uns jetzt darstellt.
Dazwischen wäre dann für die späterkommenden viel verlorenes Geld.

[bcgk]

Antwort auf Beitrag Nr.: 57.885.873 von dosto am 01.06.18 12:15:50

Zitat von dosto: Es gibt auch die These: der Lithiummarkt wird langsamer wachsen als geschrieben
und die Produktion kann schneller wachsen als man es uns jetzt darstellt.

Es gab auch mal die These von Gottlieb Daimler:

„Die weltweite Nachfrage nach Kraftfahrzeugen wird eine Million nicht überschreiten - allein schon aus Mangel an verfügbaren Chauffeuren.“


Nemaska wird der nächste richtig große Produzent von Lithiumhydroxid. Alle Bedingungen und Vorraussetzungen diesbzgl. sind erfüllt und es gibt wenig Zweifel, dass NMX plötzlich mit dem Cash wegläuft und irgendwo sinnlos versenkt. Lithiumhydroxid und das entsprechende Highend Chemical Plant ist qualitativ auf ganz anderem Niveau als die Gegebenheiten bei Brines (Salzsoße) oder der reinen Spodumenproduktion (PLS).

Daher auch mein Nachsatz - Risiko bei NMX bleibt, dass Lithium plötzlich nicht mehr benötigt wird. Wer daran glaubt, lässt die Finger davon. Hier soll und muss niemand überredet werden. Die Kurse werden nicht in Deutschland gemacht.

[bcgk]

Antwort auf Beitrag Nr.: 57.886.092 von bcgk am 01.06.18 12:46:32

Befürchtungen statt Zweifel

[bcgk]

Antwort auf Beitrag Nr.: 57.885.873 von dosto am 01.06.18 12:15:50

Zitat von dosto: Es gibt auch die These: der Lithiummarkt wird langsamer wachsen als geschrieben
und die Produktion kann schneller wachsen als man es uns jetzt darstellt.

https://www.cnbc.com/2018/05/30/electric-vehicles-will-grow-…

Electric vehicles will grow from 3 million to 125 million by 2030, International Energy Agency forecasts

The number of electric vehicles on the road around the world will hit 125 million by 2030, the International Energy Agency forecasts.
The world's fleet of electric vehicles grew 54 percent to about 3.1 million in 2017.
The IEA says government policy will continue to be the linchpin for electric vehicle adoption.

[dosto]

bitte prüfen Sie Ihre Fremdthesen selbst.
Sie sollten am Ball bleiben.

Und die Zeit des

compare your self, you are the better man,

wird eh kommen.

aber zuerst gehen sie mit Nemaska erstmal in den Tunnel.
Sie scheinen sich genügend zu leuchten, ich will das gar nicht ändern.

[bcgk]

Antwort auf Beitrag Nr.: 57.886.284 von dosto am 01.06.18 13:12:02

Kann deinen kryptischen Zeilen wenig Sinnstiftendes entnehmen. Sehe aber, dass du bei Pollingers Altiplano Minerals superbullisch bist. Das erklärt bzw relativiert dann einiges

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.885.873 von dosto am 01.06.18 12:15:50

Aber erst steht mal für diese Firma 1Jahr der Macher an und die müssen
anhand deren Leistung kontrolliert werden. Was die machen müssen
ist schließlich kein Zuckerlecken.

Nemaska hat im Jahre 2009 mit dem Projekt angefangen. Ich befasse mich seit ca. einem Jahr damit, Präsentationen, Fortschritte auf Twitter, Youtube-Videos, Interviews mit den Vorständen zu beobachten. Meiner Meinung nach ist dieses Unternehmen professionellst aufgestellt, hat eigene Patente, die Phase 1 in der Entwicklung schon durch, Phase 2 ist voll im Gange. Nur mal so nebenbei: Während des Aufbaus zur Produktion arbeiten ca. 1.000 Bauarbeiter an der Mine sowie an der Verarbeitungsanlage in Shawinigan.

Gleichzeitig gilts die weltweite Lithiumproduktion im Auge zu behalten,m was ja gar nicht einfach ist. In Australien sinds die Firmen Pilbara (kommt) Galaxy ist schon da, die Brin en in Südamerika sind auch nicht von Pappe. Die Welt ist global. Gekauft wird dort und bei dem der den besten Preis bietet.


Pilbara hat jetzt erst einmal beschlossen, eine Umwandlungsfabrik zusammen mit Südkoreanern zu bauen. In den nächsten Jahren werden da nur Spodumen verkauft. Das Lithium aus dem Hardrock-Verfahren ist weit besser und günstiger zu Lithiumhydroxid zu verarbeiten, als aus den Salzseen, da von vornherein schon viel reiner.

Es gibt auch die These: der Lithiummarkt wird langsamer wachsen als geschrieben und die Produktion kann schneller wachsen als man es uns jetzt darstellt. Dazwischen wäre dann für die späterkommenden viel verlorenes Geld.
[/i]
Ich bin bei Nemaska investiert, weil ich einen Lithiumhersteller mit Umwandlungsfabrik haben wollte. Warum? Weil ich davon ausgehe, dass in 15 Jahren spätestens alle Neuwagen in Deutschland elektrisch angetrieben werden. Ob ich das für gut befinde, ist eine andere Sache, aber meiner Meinung nach wird das so sein. China möchte in 2020 schon 5 Mio Elektroautos am Start haben. Volvo möchte keine Verbrenner mehr bauen usw....
Selbst wenn irgendwann in 8-10 Jahren der Preis runtergeht, ist Nemaska bestens aufgestellt, da sie erst einmal zu äußerst günstigsten Preisen produzieren können (nicht einmal 3.500 US-Dollar p. Tonne), zum anderen, das hatte ich gestern erwähnt, in Nordamerika auch bei anderen Explorern mit ihrer Umwandlungsfabrik eine große Rolle spielen werden.
Nemaska ist für die Zukunft bestens aufgestellt.

Die Welt ist global. Gekauft wird dort und bei dem der den besten Preis bietet.

Das stimmt so nicht ganz. Es gibt zwar keine Börse für Lithium, allerdings ist ein Richtpreis angegeben, an dem sich die Hersteller und Kunden orientieren.
Und hier haben wir wieder die niedrigen Abbaukosten. Nemaska ist einmal früh dran und kann von den derzeit hohen Preisen bald profitieren, zum Anderen, wenn die Preise wirklich mal massiv fallen, bleibt noch genügend Marge.

[bcgk]

Antwort auf Beitrag Nr.: 57.887.307 von Kaputzenheini am 01.06.18 15:48:26

Insiderkauf:

Paul-Henri Couture (Director) hat gestern für ca. 90.000$ Aktien bei 1,04$ und 1,05$ gekauft.

[Tom987]

Antwort auf Beitrag Nr.: 57.887.868 von bcgk am 01.06.18 16:58:11

@bcgk

Denke mal, wenn Insider eigene Aktien kaufen bzw. vom eigenen Unternehmen überzeugt sind (da mehr Einsicht als unsereins) kann man schon mal eine überschaubare Summe investieren.

Hoffe hier nicht komplett zu diesen Preisen falsch zu liegen. Gehe auch von anhaltenden hohen Preisen für Hydroxid sowie Carbonat aus, daher gehe ich die Restrisiken, (die ja bei Nemaska durchaus noch vorhanden sind) ein.

Etwas Kopfzerbrechen macht mir der sehr hohe Zins v. 11,25%. Auch denke ich, das die sehr niedrig angesetzten Produktionskosten nicht eingehalten werden können, vor allem die ersten Jahren nach Produktionsstart, wo es erfahrungsgemäß immer Kinderkrankheiten gibt. Daher werde ich auch nicht zu viel hier riskieren.

Übrigens bcgk, dein vergleich Hydrxid gegen Salzsole hinkt etwas, da Orocobre zu über 80% (künftig steigend) auch Lithiumkarbonat herstellt und künftig auch Hydroxid. Es wird kaum minderwertiges Lithium bei Ore verkauft.

[dosto]

Es gibt kein Minderwertiges Lithium

es hat schon immer Lithium gegeben das dünn war und in den Chemie-Anstalten landete
und es wird weiterhin so verfahren.
Die deutschen Chemiebuden sind nicht auf die Prozesse von Nemaska angewiesen.
Und auch die Chemiebuden erweitern ihre Kapazitäten und werden den Rohstoff an
Land ziehen.
Wer nachher wirklich im Vorteil ist, das muß sich erst herausstellen.
Vielleicht sind ja nachher die reinen Miner besser aufgestellt, was dann?

[Kaputzenheini]

Macht euch um die Zinsen keine Sorgen, das Unternehmen plant, die Anleihe in 3 Jahren zurückzuzahlen. Sollte bei 300 Mio Jahresgewinn kein Problem sein.

[dosto]

Der Zinssatz weist darauf daß er als

JUNK BOND

eingestellt ist.

[dosto]

hier wird alles locker übern Hocker abgehandelt.


94,5 Mill Zinsen über 3 Jahre sind Peanuts.

Sollten die noch im Zinseszinsverfahren abgewickelt werden wirds noch heftigter.

[bcgk]

Antwort auf Beitrag Nr.: 57.888.627 von Tom987 am 01.06.18 18:27:39

Zitat von Tom987: @bcgk
Denke mal, wenn Insider eigene Aktien kaufen bzw. vom eigenen Unternehmen überzeugt sind (da mehr Einsicht als unsereins) kann man schon mal eine überschaubare Summe investieren.

Überschaubar ist relativ. Ich habe mittlerweile 100k Stücke zu durchschnittlich 0,672€. Du siehst also, dass ich recht optimistisch den Dingen entgegen blicke.

Zitat von Tom987: @bcgkHoffe hier nicht komplett zu diesen Preisen falsch zu liegen. Gehe auch von anhaltenden hohen Preisen für Hydroxid sowie Carbonat aus, daher gehe ich die Restrisiken, (die ja bei Nemaska durchaus noch vorhanden sind) ein.

Die Preise müssen eigentlich nur die nächsten 18 Monate hoch bleiben. Bis dahin sollte NMX mindestens 100% gelaufen sein. Gewinner der harten Lithiumbranche sind mMn aber nur Hydroxidgiganten, also Unternehmen, die in der Lage sind extrem hochqualitatives Battery Lithium herzustellen. Wenn das dann - wie bei NMX - aus einer Hand kommt - umso better

Zitat von Tom987: @bcgkEtwas Kopfzerbrechen macht mir der sehr hohe Zins v. 11,25%. Auch denke ich, das die sehr niedrig angesetzten Produktionskosten nicht eingehalten werden können, vor allem die ersten Jahren nach Produktionsstart, wo es erfahrungsgemäß immer Kinderkrankheiten gibt. Daher werde ich auch nicht zu viel hier riskieren.

Der ist nicht wegzudiskutieren, zeigt aber auch wie schwierig es ist Kapital aufzutreiben. Fakt ist aber dass die Rechnung aufgehen wird, sollten alle Parameter konstant bleiben. Die Zinslast über 3 Jahre stellt gerade mal ein Drittel des durchschnittlich prognostizierten Jahresgewinns dar.

Zitat von Tom987: @bcgkÜbrigens bcgk, dein vergleich Hydrxid gegen Salzsole hinkt etwas, da Orocobre zu über 80% (künftig steigend) auch Lithiumkarbonat herstellt und künftig auch Hydroxid. Es wird kaum minderwertiges Lithium bei Ore verkauft.

Es steht mir fern deinen Liebling - darf ich das so sagen? - zu diskreditieren. Aber es ist doch common sense, dass der Aufwand aus Salzsoße Batteriequalität herzustellen extrem aufwändig und deutlich teurer ist. Dahingehend zielte mein Vergleich ab.

Nemaska ist mittlerweile keine Glaubensfrage mehr (wir unterstellen, dass Elektromobilität weiter akutes Thema bleibt) - hier sind alle Rahmenbedingungen geschaffen. Weder die Instis, die 280m$ für Aktien zu 1CAD bezahlt haben, noch Softbank, die 90m$ für Aktien zu 1,12$ gezahlt haben, noch die Insider, die knapp 100k$ zu 1,05$ hingelegt haben, werden sich als Ziel gesetzt haben steuerwirksame Verluste kreieren zu wollen. Es ist - Zitat themoneynarrative - eine "exceptional" Möglichkeit zu diesen Kursen einzukaufen.

Nochmal:

NPV 3.3b $ (vor Steuer)
NPV 2.4b $ (nach Steuer)
Cash 1.1 b$
MK 770m $
Prognostizierter Jahresgewinn nach Steuern: ~ 300m CAD (derzeit fast 0,35 CAD pro Aktie)

Und all das unter der Prämisse relativ konservativer Schätzungen für Hydroxid- und Carbonatpreise.

JMO. DYOR.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.888.969 von dosto am 01.06.18 19:02:48

Es dürfte Dir hoffentlich auch einleuchten, dass ein Explorer niemals einen normalen Bankkredit bekommen würde wie ein Häuslebauer zu 2 %.
Die Gläubiger der Anleihe machen ihre Risikobewertung und müssen mit einrechnen, dass das Unternehmen erst in 3 Jahren den vollen Umsatz und Gewinn generieren kann. Dazu beginnt die Rückzahlung erst in 3 Jahren eben aus diesem Grund. Was meinst Du, warum so viele Explorer auch Kapitalerhöhungen durch die Ausgabe neuer Aktien machen um eben Kapital zum Arbeiten einzusammeln? Ich erinnere mich immer wieder an das Beispiel von Heidelberger Druckmaschinen, die im Jahr 2008 in Schieflage geraten sind, im Zuge der Wirtschaftskrise. Wenn Sie da hätten keine hochverzinslichen Anleihen herausbringen können, wäre so ein klasse Unternehmen schon weg vom Fenster und die Technik nach China verramscht worden. Und so gibt es etliche Beispiele. Alle großen Lithium-, Kobalt- oder andere Rohstoffproduzenten haben so angefangen. Natürlich gibt es auch schwarze Schafe dabei, meine Aufgabe als Anleger ist es dabei, versuchen zu erkennen, ob das Unternehmen, in das ich investiere, das auch stemmen kann. Und bei Nemaska bin ich eingestiegen, weil ich der Überzeugung bin, dass das Unternehmen so gut aufgestellt ist, um das zu packen.
Wenn Dir das allerdings zu risikoreich ist, investiere doch in Albemarle oder SQM, da kriegst Du Dividende und hast nur das Risiko eines Lithiumpreisverfalls.

[dosto]

Antwort auf Beitrag Nr.: 57.889.464 von Kaputzenheini am 01.06.18 20:08:37

Ich bin entzückt,
Sie unterhalten sich mit einem Menschen der in 80er Jahren professionelller Bondhändler
war, etliche Millionenbeträge bewegt hat. Ich denke jetzt sollten Sie darüber nachdenken,
wie Sie Bondmäßig zukünftig mit mir debattieren wollen.

Ganz Kurz, Sie haben hier einen 72 jährigen, beruflich also montär erfolgreichen, lebenslustigen,
kulturfreundlichen, der außerordentlich gut vom Leben versorgt wurde, vor sich.
Da erübrichen sich viele Hinweise die Sie gut finden.
Hier ist dicke Lebenserfahrung vorhanden.

[dosto]

und nochwas.

Aus der letzten Kapitalerhöhung

nach der Haltefrist

keiner muß seine Shares halten
keiner muß seine Bonds halten (auch die sind handelbar)

alles ist marktfähige Ware und kann in den Markt fließen und wird es auch.
Wie weit das evt. den Markt sättigen kann wird sich zeigen.

Dass es keinen Einfluß auf den Aktienmarkt haben kann ist unfug.

[Tom987]

Antwort auf Beitrag Nr.: 57.888.807 von dosto am 01.06.18 18:46:45

@dosto

meinte mit minderwertigen Lithium den Reinheitsgrad des Lithiums. Es wird in mehreren Reinheitsgraden unterschieden.
>99,5% battery grade
>99% technical grade
>96% industry grade

Je nach Reinheitsgrad schwanken die Preise erheblich.

[Tom987]

Antwort auf Beitrag Nr.: 57.889.407 von bcgk am 01.06.18 20:02:41

bcgk

in der Regel ist der Abbau und Herstellung aus Hard Rock teurer. Auch hochwertige wie battery grade, da sehr Energieintensiv.
Hier bildet Nemaska eher eine Ausnahme, da Abbau an der Oberfläche erfolgt.

In der Brine-Methode erledigt vieles die Sonne, was natürlich auch Wetterabhängiger macht und der Prozess sich über 1 Jahr hinzieht. Daher die großflächigen Pools.

Daher ist in der Brine-Methode der Kostenpunkt für Aufbau teurer aber nicht der eigentliche Prozess für die Herstellung von Lithiumkarbonat (battery grade).

[dosto]

Für einen Miner kann es einen ganz einfachen Weg geben.

Er sendet seine Muster von Spodumene an einen Verarbeiter, dieser zahlt einen
Preis für die etsprechende Qualität. Der miner hat mit dem anschließenden Prozess nichts zu tun.
Cer Verarbeiter handelt seine Ware an einen Händler oder hat einen Großabnehmer.

Sollte der Miner den kompakten Vorgang allein erledigen wollen,
hat er zwei Industrieprozesse zu behaltigen. Eine Mine wird nicht so organisiert wie eine Chemiefabrik.
Die Firma muß also erstmals beweisen und stellen daß sie beide Prozesse anstandlos kann.
dazu bedarf es wohl auch der entsprechenden Facharbeiter und 2 Management Gruppen.
Dass die Anforderungen damit viel andere sind, dürfte doch klar sein.
Der bessere weil hier wohl höhere Preis muß wirtschaftlich nicht
unbedingt der bessere Preis sein, bevor das nicht in der Praxis bewiesen wird.

Auch Nemaska wird nicht ohne Grund Spodumene verkaufen und wird es wahrscheinlich immer wieder tun.

[dosto]

Fabriken die Spodumene verarbeiten sind über die Welt verteilt.

Lithium ist absolut kein seltener Rohstoff, ganz im Gegenteil.
Daß Lithiumbis vor 5 Jahren keine Rolle spielte wie bei W.O. einer behauptete ist auch nur
Puscherquatsch.
Der Markt für Lithium war bis vor Jahren einfach sehr klein und wurde spielend von
wenigen Playern dominiert und zwar so,
daß sich neue Investionen oder des Eindringen von Fremdfabrikaten einfach durch
Preiskampf bis dahin verhindert wurde.

>Jetzt ist der Weg frei und es herrscht Wild West,.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.889.728 von dosto am 01.06.18 20:44:22

Dann freue ich mich, hier jemanden kennenzulernen, von dem ich noch richtig was lernen kann.
Dann mal eine direkte Frage von mir:
Würden Sie bei den Rahmenbedingungen hier einsteigen oder macht es für Sie keinen Sinn?

[dosto]

Ich hab ja nicht.
Es war mir ja möglich an der Kapitalerhöhung teilzunehmen, auch an den Bonds.

Das wird Ihnen jetzt gar nix nützen.

Nützen könnte ich Ihnen vielleicht damit, hätte ich an der Kapiterhöhung teilgenommen,
wurde ich 1,25 cent sofort meine Anteile veräußern

Also sollte es so kommen,l wie ihr Freund es prognostiziert daß demnächst 100 % drin sind.
Dann gebe ich Ihnen die Garantie daß minimum 80 % die bei 1 Dollar die Kapitalerhöhung mitgemacht haben ihre Shares in den Markt schmeißen
und das sollen nicht wenige sein -oder-

Im Prinzip reicht für die Ivestoren aber bereit 30 % in einem Jahr um einen riesen Deal gemacht zu haben.
Also vielleicht ein bißchen Bescheidenheit bei den Kursen, denn die Aktie ist jetzt ganz schön schwer geworden und kann auch durch kleinen Kurssprünge viel Geld bewegen.

[bcgk]

Antwort auf Beitrag Nr.: 57.889.926 von dosto am 01.06.18 21:14:22

Zitat von dosto: Auch Nemaska wird nicht ohne Grund Spodumene verkaufen und wird es wahrscheinlich immer wieder tun.

Hätte sich der 72-jährige vom Leben geküsste Ex-Bond(s)-Händler mehr mit NMX beschäftigt, würden ihm nicht solche Fauxpas unterlaufen.

NMX vertickt das Spodumenzeuchs exakt solange bis das Chemical Plant fertiggestellt ist. Ist i.Ü. alles in offiziellen Mitteilungen nachzulesen.

[abgemeldet-620128]

Manche User sollten besser bei Altiplano bleiben. Top Aktie mit viel Potential.

[bcgk]

Short List Report zeigt 59,5 Millionen Aktien zum 31.5.18.

[bcgk]

Antwort auf Beitrag Nr.: 57.891.045 von bcgk am 02.06.18 08:04:34

Share Price Projections and Sensitivities

The analysis immediately above provided operating cash flow projections for various production volumes and product market prices separately. Now, share price projections are calculated for various combinations of future product price assumptions and production volumes and cash flow multiples of: 7.5x, 10x and 12.5x. Note that the following share price projections are assumed to be at the point in time when Nemaska is in full operation (mid-2020).




image: https://static.seekingalpha.com/uploads/2018/5/31/16056452-1…

image: https://static.seekingalpha.com/uploads/2018/5/31/16056452-1…


Conclusions

This analysis indicates that NMX’s operating cash flow will be running at an ANNUALIZED rate of US$293.7M/year, or US$0.31/share, when operating at full capacity in late 2020. Assuming a 10x cash flow multiple, this translates into a future share price of US$3.10/share. Some investors may wish to discount this future estimated share price, at say a discount rate of 10%/year, which translates into a present value of US$2.44/share.

Long-term investors should focus on a company’s FCF generation capabilities since FCF permits management the flexibility to do all or any of the following shareholder friendly activities: share buybacks, repurchase debt, paying a dividend, funding capex, and finding acquisitions.

Investors should note that the operating cash flow will approximate FCF (since sustaining capital needs are forecast to be very low in the first few years, and the combination of tax loss carry-forwards and currently low income tax rates for mining companies in the province of Quebec, will lead to minimal cash income tax payments in the first few years).

Accordingly, with its first full year operating cash flow, NMX could repurchase up to US$293.7M, or 84% of its outstanding bonds! Practically speaking, NMX could be essentially debt-free by the end of its second year of full operations.

In addition, it is noteworthy to mention that NMX has announced the sale of 100,000-140,000 tonnes of spodumene concentrate starting in Q4-2019 at a formula-driven market price. The table below provides the calculation of the operating cash flow resulting from this sale.






This translates into an operating cash flow of approximately US$95M. Since NMX’s financial forecast and financing did not incorporate the cash flow generated by the sale of the spodumene concentrate, these funds could also be used to pay down the outstanding debt.

Note this analysis did not include two other potential sources of revenue for NMX. First, if it expands beyond its 33,000 t/y plant capacity, it could have spare capacity to contract mill spodumene for competitors. Second, due to its favourable operating costs, NMX may have the opportunity to license its patented electrochemical process to competitors.

Read more at http://www.stockhouse.com/companies/bullboard#yTghGKmevcJ7lr…



Einfach nur

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.893.811 von bcgk am 02.06.18 18:36:39

Nur ein Satz übersetzt aus Deinem Bericht übersetzt:
Dementsprechend könnte NMX mit seinem ersten operativen Cash Flow im Gesamtjahr bis zu 293,7 Mio. USD oder 84% seiner ausstehenden Anleihen zurückkaufen! Praktisch gesehen könnte NMX bis zum Ende des zweiten vollen Betriebsjahres im Wesentlichen schuldenfrei sein.

Und geplant hat Nemaska 3 Jahre. Die wissen genau, was sie tun.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.888.840 von Kaputzenheini am 01.06.18 18:50:38

Zitat von Kaputzenheini: Macht euch um die Zinsen keine Sorgen, das Unternehmen plant, die Anleihe in 3 Jahren zurückzuzahlen. Sollte bei 300 Mio Jahresgewinn kein Problem sein.

Eben!

[bcgk]

Antwort auf Beitrag Nr.: 57.894.423 von Kaputzenheini am 02.06.18 21:08:21

Weiteres Highlight:

Nemaska Lithium (NMX.TO) – Quebec government support

We now (June 1, 2018) have confirmation that the Quebec government, through its agent Ressources Québec, has invested $50 million in bonds and $80 million in shares issued pursuant to NMX.TO’s $1.1 billion financing.

Themoneynarrative applauds the decision of the government to support a new technology venture that is creating jobs and enhancing economic prosperity. NMX.TO benefits from its location in Quebec in that its process uses readily-available and low cost hydroelectric power, quite apart from its proximity to North American markets. Quebec is already a world-leading jurisdiction in electric power, with research excellence in its universities and at Hydro-Québec, the Province’s electric power provider. The opportunities for further developments within the green sector are exciting, and NMX.TO is well situated to benefit along with the government and people of Quebec.

https://themoneynarrative.wordpress.com/2018/06/01/nemaska-l…

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.896.822 von bcgk am 03.06.18 12:47:58

13 % der ganzen Investitionssumme vom Staat. Das ist ne Hausnummer. Und mit den Anteilen wird schon mal nicht wie wild rumgezockt.
Eine Frage: Denkst Du, die 80 Mio. wurden von den neuen Aktien (280 Mio Stück) gekauft oder sind das die neu ausgegebenen Stammaktien?

[bcgk]

Antwort auf Beitrag Nr.: 57.897.645 von Kaputzenheini am 03.06.18 17:17:11

Zweiteres.

Nemaska Lithium Inc. (“Nemaska Lithium” or the “Corporation”) (TSX:NMX) (OTCQX:NMKEF) (FRANKFURT:N0T) is proud to announce that it has completed its overall CAD 1.1B (USD 849M) financing package (the “Project Financing Package”) with the closing today of i) a CAD 280M public offering of common shares on a bought deal basis (the “Public Offering”), ii) a CAD 80M concurrent private placement of common shares with Ressources Québec Inc., acting as mandatory for the government of Québec (“Ressources Québec”) (the “Contemporaneous Private Placement”)

[bcgk]

Antwort auf Beitrag Nr.: 57.897.645 von Kaputzenheini am 03.06.18 17:17:11

Hier noch mehr Infos:

In Canadian dollars, $1,104 million is planned to be used as follows:

• $239 million – remaining Whabouchi mine capex;
• $30 million – Whabouchi mine capex contingency;
• $462 million – remaining Shawinigan electrochemical plant capex;
• $70 million – Shawinigan electrochemical plant capex contingency;
• $128 million – interest costs;
• $40 million – cost overrun account;
• $48 million – transaction costs;
• $87 million – working capital.

Of this total ($1,104 million), $303 million covers fees related to the financing ($48 million) and interest costs on the debt for 2.5 years ($128 million), plus, as required by the financing parties, a cost overrun amount ($40 million) and working capital ($87 million).


Alles bis ins letzte Detail durchdacht. Wenn der Lithiumpreis nicht abschmiert und in Quebec keine Eiszeit ausbricht, wird das hier ein ganz entspannter Ritt gen Sonne.....

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.896.822 von bcgk am 03.06.18 12:47:58

Stimmt, hab ich wohl damals nicht richtig gelesen.

We now (June 1, 2018) have confirmation that the Quebec government, through its agent Ressources Québec, has invested $50 million in bonds and $80 million in shares issued pursuant to NMX.TO’s $1.1 billion financing.

Hier steht, dass man 50 Mio in Bonds investiert hat

http://www.stockhouse.com/companies/bullboard/t.nmx/?postid=…
Lt. dieser Tabelle hat die Regierung von Quebec ca. 153 Mio Aktien.
Dann hat man wohl nur Aktien und keine Bonds. Aber die Höhe ist natürlich ne Hausnummer.

Insgesamt hat Nemaska voll verwässert mit allen Optionen usw. ca. 953 Mio Aktien und ist mit
Puffer voll durchfinanziert. Weit unter 1 CAD sollte die Aktie nicht mehr gehen.

[enjey]

Antwort auf Beitrag Nr.: 57.897.840 von bcgk am 03.06.18 17:57:04

Ich habe leider keine Erfahrungen wie sich KGV über Jahre hin verhält bei solch Unternehmensgrößen. Was denkt ihr konservativ gesehen in welche Bereiche es Nemaska vielleicht schaffen kann? Mich würde sehr eure persönliche Meinung interessieren da ihr mittlerweile definitiv mehr in der Thematik nemaska steckt als ich

[bcgk]

Antwort auf Beitrag Nr.: 57.903.459 von enjey am 04.06.18 15:17:04

Einfache Rechnung:

Annualized Gewinn pro Jahr 292m CAD

Derzeit 850m Aktien ---> 0,34 CAD pro Aktie


KGV 8: 2,72 CAD
KGV 10: 3,40 CAD

Orecobre hat derzeit ein 2019er KGV von 21. Das würde bei NMX einen Kurs von 7,14 CAD bedeuten.


Egal was und wie du es rechnest - bei heutigen Kursen ist das eine einmalige Kaufgelegenheit, wenn du daran glaubst, dass Lithium in den nächsten 3 Jahren nicht an Bedeutung verliert.

[enjey]

Antwort auf Beitrag Nr.: 57.903.498 von bcgk am 04.06.18 15:21:45

Ah ok danke, also wird das KGV jährlich erhöht?
Könnte da NMX ein KGV wie Orocobre bis 2025 haben?
Und rechnet sich ein vielleicht zusätzlicher Lithium Boom noch positiv auf das KGV aus?

Ich danke dir für deine Antworten, da fehlt es mir komplett an Erfahrungen und Verständnis wie das ganze auf lange Sicht einzuordnen ist

[bcgk]

Antwort auf Beitrag Nr.: 57.903.537 von enjey am 04.06.18 15:26:23

Das KGV wird nicht jährlich erhöht. Es sind nur unterschiedliche Annahmen, um Kurse zu skizzieren. Kein Mensch weß vorher mit welchem KGV Nemaska bewertet wird. Aber alles zwischen 8 und 15 erscheint mir realistisch (Übertreibungen nach oben und unten natürlich temporär immer möglich)

[bcgk]

Francois Biron (Nemaska Board of Directors) buys ONE MILLION shares in the open market at $1.04


Auch mal ein Statement.

[bcgk]

Antwort auf Beitrag Nr.: 57.905.331 von bcgk am 04.06.18 18:49:54

Price target 2.5 CAD

https://themoneynarrative.files.wordpress.com/2018/06/eight-…

[centucky]

klingt sehr gut . wenn die produktionskosten nur nicht zu tief angesetzt worden sind.

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.906.564 von centucky am 04.06.18 21:02:55

Schau mal in die aktualisierte Machbarkeitsstudie vom 9.1. Dort wurden die Kosten nochmal erhöht um gut 1.000 CAD je Tonne.
Übrigens, Nemaska rechnet mit einem Lithiumcarbonatpreis von konservativen 14.000 USD im Durchschnitt, andere gönnen sich 18.000.

[bcgk]

Antwort auf Beitrag Nr.: 57.907.053 von Kaputzenheini am 04.06.18 22:08:20

Lithiumhydroxid.

[bcgk]

!

Dieser Beitrag wurde von MODelfin moderiert. Grund: auf eigenen Wunsch des Users

[bcgk]

Stock market investing experience teaches that anything is possible, but we would be very surprised to see the share price dip and remain below $1.00. While it is understandable that some investors might choose to take advantage of other opportunities where they see more immediate prospects for gains, our view is that NMX.TO’s derisked project has tremendous potential for stock appreciation in the next couple of years. As we have said previously, we believe that the share price will increase to several times its current value by the time revenues are flowing from a fully operational electrochemical plant (currently scheduled for 2020). With so little downside risk now, NMX.TO is a great investment to be holding for the longer term.

[Kaputzenheini]

Hoher Besuch bei der Mine.

http://www.fil-information.gouv.qc.ca/Pages/Article.aspx?idA…


NEMASKA, QC, 5. Juni 2018 / CNW Telbec / - Der stellvertretende Ministerpräsident, Minister für Wirtschaft, Wissenschaft und Innovation und Minister für die Digitale Agenda, Dominique Anglade, und der Abgeordnete Ungava und Parlamentarische Assistentin des Ministers für Wälder, Wildtiere und Parks, Herr Jean Boucher, hat heute eine Führung durch die Nemaska ​​Lithium Whabouchi Mine gemacht, um den finanziellen Beitrag der Regierung zu diesem Projekt zu wiederholen. Anwendungsbereich.

Besuch der Nemaska ​​Lithium Whabouchi Mine (CNW Group / Büro des stellvertretenden Premierministers, Finanzminister)

Letzte Woche kündigte die Regierung von Québec Investitionen in Höhe von insgesamt 130 Millionen US-Dollar als Teil einer Gesamtfinanzierung von 1,1 Milliarden US-Dollar an, um dieses Projekt umzusetzen.

Die Whabouchi-Mine, die allein eine Investition von 269 Millionen Dollar darstellt, wird eine hochgradige Spodumen-Lagerstätte in der Eeyou Istchee James Bay, 30 Kilometer östlich des Dorfes Nemaska, betreiben. . Der Bau und die Inbetriebnahme der Mine werden in 15 Monaten abgeschlossen sein. Zusätzlich werden rund 200 direkt spezialisierte Arbeitsplätze für den Betrieb des Standortes geschaffen, der für eine Mindestdauer von 33 Jahren geplant ist, zusätzlich zu der Einstellung von etwa dreißig Truckern für den Transport von Erz.

Die Aussichten für den Lithiummarkt sind hervorragend. Derzeit besteht weltweit eine sehr hohe Nachfrage nach Lithiumsalzen für Batteriesäure, insbesondere in Bezug auf das Eindringen von Elektrofahrzeugen in den asiatischen Markt. Bis 2026 soll der Lithiumverbrauch jährlich um 17% steigen. Für hochreines Lithiumhydroxid, das in Elektrofahrzeugen eingesetzt wird, sind weltweit nur sieben Hersteller aktiv. Die wirtschaftliche Situation ist daher günstig für den kommerziellen Start der Aktivitäten von Nemaska ​​Lithium.

Zitate:

"Unsere Regierung beschleunigt weiterhin ihren großen Wandel, um die nachhaltige Entwicklung unserer Wirtschaft und den Kampf gegen den Klimawandel zu unterstützen und gleichzeitig das regionale Wirtschaftswachstum zu unterstützen. Dank der Innovation von Nemaska ​​Lithium wird dieses Projekt einen bedeutenden Strukturierungseffekt haben, da es den Québecer Herstellern, die sich auf die Herstellung von Batterien für Elektrofahrzeuge spezialisiert haben, den Zugang zu Lithiumprodukten erleichtern wird. Mit der Entwicklung von Technologien für die Elektrifizierung des Verkehrs schließt sich das Unternehmen den Leitlinien des Aktionsplans zur Elektrifizierung des Verkehrs 2015-2020 an, der insbesondere den CO2-Fußabdruck des Verkehrssektors verringern soll. "

Dominique Anglade, stellvertretender Ministerpräsident, Minister für Wirtschaft, Wissenschaft und Innovation und Minister für die Digitale Agenda

"Die Region Nord-Du-Québec, die an der Spitze der Exploration und Erschließung von Mineralvorkommen steht, repräsentiert das höchste Explorations- und Entwicklungspotenzial in Quebec. Und es ist unbestreitbar, dass dieses Projekt der jungen Generation in Quebec, zu der viele Aborigines-Jugendliche gehören, die Möglichkeit bietet, Fachwissen in diesem Schlüsselsektor der Wirtschaft zu entwickeln. "

Jean Boucher, Abgeordneter für Ungava und parlamentarischer Assistent des Ministers für Wälder, Wildtiere und Parks

"Die gegenwärtige Erholung verspricht gute Jahre für die Bergbauindustrie in Quebec, und es gibt keinen besseren Zeitpunkt, um in diesen Sektor zu investieren. Das Projekt Nemaska ​​Lithium ist Teil des Plans der Regierung, den Plan Nord durch die Entwicklung der Bergbauindustrie, wie sie im Plan Nord und in der strategischen Vision für Bergbauentwicklung in Quebec definiert ist, zu fördern. während wir die Ausbeutung und Umwandlung unserer natürlichen Ressourcen fördern. "

Pierre Moreau, Minister für Energie und natürliche Ressourcen, Minister für den Nordplan und Minister für die Region Gaspésie-Îles-de-la-Madeleine

"Mit dem Capital Mines Hydrocarbures-Fonds bekräftigt unsere Regierung ihr Engagement, die verantwortungsvolle Nutzung natürlicher Ressourcen zu fördern, damit sie allen Quebeckern zugute kommen. Die Inbetriebnahme der Whabouchi-Mine wird erhebliche wirtschaftliche Vorteile bringen, da 200 Arbeitsplätze geschaffen werden. Ich freue mich auf die Arbeiter von Nord-du-Quebec und ihre Familien. "

Luc Blanchette, Minister für Wälder, Wildtiere und Parks, Minister für die Region Abitibi-Témiscamingue und die Region Nord-du-Québec

"Diese Investition passt perfekt zur angestrebten Strategie von Ressources Québec
Besuch

[centucky]

möchte ja gern kaufen, aber der Kurs in Toronto springt nicht an ..

[Kaputzenheini]

Antwort auf Beitrag Nr.: 57.919.779 von centucky am 06.06.18 12:02:00

Kursfristig reich kann man hier nicht werden. Das ist allerdings die Gelegenheit, einzusteigen bzw. nachzukaufen. Mein erster Kauf war leider etwas zu früh, sodaß ich jetzt mit einem Durchschnittspreis von 0,8 leben muss.
Die Finanzierung ist durch, es wird kräftig gebaut, die Politik ist mit an Board und ab dem nächsten Jahr können erste Umsätze durch Verkauf von Spodumene (ca. 1.000 USD/Tonne) generiert werden.
Der nächste Lithiumproduzent rollt gerade zur Startbahn.

[centucky]

~ 0,8 € bis ende juni realistisch? die umsätze in toronto schauen gut aus ...

[bcgk]

Antwort auf Beitrag Nr.: 57.920.616 von centucky am 06.06.18 13:34:47

Irgendwann verlassen wir die Region um 1 CAD. Vielleicht morgen, vielleicht in 2 Wochen....who knows?

Relativ klar ist, dass wir hier mittelfristig steigende Kursen erwarten können, fast müssen. Habe hier zur Genüge verwertbares Material zur Verfügung gestellt. Die meisten werden derzeit auf Verlusten sitzen. Wir haben hier die Möglichkeit zu Kursen einzusteigen, die selbst strategischen Investoren wie Softbank verwehrt geblieben sind Direktoren haben die Tage für Millionensummen am Markt gekauft. Quebec hat 130m $ zur Verfügung gestellt.

Ich werde weder ausflippen, wenn es nochmal auf 0.95$ runter gehen sollte, noch wenn wir Ende Juni bei 1.25$ stehen sollte. Bis zur Produktion sollte man durchhalten.

MK 850m CAD
Jahresgewinn (annualized) 300m CAD

Absolut stressfrei bis 2020, besser 2021.

[Atompuls]

Antwort auf Beitrag Nr.: 57.849.726 von Atompuls am 28.05.18 19:00:53

Zitat von Atompuls: Ich wäre vorsichtig bei dem Kurs da kommen noch öffentl. unbekannte Nachwirkungen.

[Atompuls]

Nur meine bescheidene Meinung aber bcgk macht das schon mit den Informationen.

[Storm5ive]

Ich würde gerne eine noch deutlichere Korrektur sehen. Gefühlt sehe ich noch zuviel Optimismus im Markt. Ich denke, dass wir in den nächsten 4-6 Wochen die Tiefstände sehen werden in Vorbereitung auf eine 100 % + Rally im August /September für den Junior Mining Sector!

[Zeex]

Ist die Korrektur von 1,60 € auf 65 Cent noch nicht deutlich genug?

[Storm5ive]

Antwort auf Beitrag Nr.: 57.924.297 von Zeex am 06.06.18 19:03:01

Zitat von Zeex: Ist die Korrektur von 1,60 € auf 65 Cent noch nicht deutlich genug?

Man sollte das schon immer ins Verhältnis setzen. Kannst dir ja auch mal den Chart der letzten 5 Jahre ansehen.