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MNS, MAGNIS RESOURCES LIMITED
jacsar
post Posted: Yesterday, 10:16 PM
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In Reply To: blacksheep's post @ Yesterday, 07:04 PM

methinks Magnis is dreaming a bit...why build 3000 kms away from where raw materials are in WA and none commercialy found in QLD ...doesn't make sense...transport must come into the equation

 
blacksheep
post Posted: Yesterday, 07:04 PM
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extract from Stockhead article

QUOTE
Imperium3 is currently “dealing with a global group that has lithium assets in Australia”, Mr Peluso says.

https://stockhead.com.au/mining/miniscule-l...ry-makes-sense/

IM3 having next generation solid state battery plans, it makes sense they are talking to a group that has access to lithium.

So who are the global players with lithium assets in Australia - a couple I can think of (there may be others)

1. GXY is regarded as a "global" lithium company - Galaxy is an Australian-based global lithium company with lithium production facilities, hard rock mines and brine assets in Australia, China, Canada and Argentina. Galaxy's global partners covers the top three major lithium battery producing countries in the world, China, Japan and Korea ("Lithium Battery Producing Triangle"). Our partners include the top 13 cathode producers in China, Mitsubishi Corporation (Japan), Korean Resources Corporation (Korea), LG International (Korea) and GS Caltex (Korea).
http://www.mining.com/introducing-a-global-lithium-company/

2. Tianqi Lithium control Talison Lithium Greenbushes mine in WA - is a leading new energy materials company in China and globally with lithium at our core. Our businesses include mining and producing of lithium concentrate and manufacturing of lithium compounds. We have established mineral operations, manufacturing plants and subsidiaries in China (Sichuan, Chongqing, Jiangsu) and Australia, allowing the company to serve customers across the globe. http://www.tianqilithium.com/en/about.aspx?t=49

3. Albemarle is Talison's US based jv partner in Greenbushes - https://www.albemarle.com/businesses/lithiu.../asia-australia The founder of Albemarle's lithium business was Kurt Netto who worked for Metallgesellschaft AG in Germany. The early history of Metallgesellschaft, how it became Chemetall GMBH, which was acquired by Rockwood, which went on to be taken over by Albemarlet Corp can be viewed here
https://www.chemetall.com.au/History-of-Chemetall-GmbH.php

4. Toyota Tsusho has a stake in ASX listed ORE



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Dec 13 2018, 10:50 PM
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In Reply To: blacksheep's post @ Nov 20 2018, 12:37 PM

Back in Sept 2017 MNS signed a MOU with TerraE - "to deliver raw materials for the gigafactory for battery cell production it is planning for Germany." - TerraE has now been taken over by BMZ. Not sure if the MOU is still "active", but the following is an article By MAROS SEFCOVIC from the EU on strategic battery raw materials

Raw materials: 'holy grail' of 21st century industrial policy
QUOTE
That is why this Friday (14 December) – under the European Battery Alliance – I am meeting CEOs of main raw materials organisations as well as the European Investment Bank to step up our game.

https://euobserver.com/opinion/143691

Also an article re TerraE/BMZ
Europe’s electric car growth ‘hampered’ by Asian battery cell monopoly
Dec 12 2018
QUOTE
Europe’s e-car boom is only just getting started and with it the potential to completely transform the region’s transport sector. Along with the rise in e-car demand is a concomitant rise in demand for fuel cell batteries, the most important and costly component of an electric car. However, the global battery cell market is firmly in the hands of only a few mainly Asian companies.

And this is causing concern within Europe’s automotive industry and battery sector that the Far East’s cell suppliers are capable of putting a squeeze on Europe’s entire e-car sector. In the worst case scenario this monopoly could upset European automakers e-car plans, many of whom have announced the launch of new electric drive models for the coming years.

Industry sources say that 80 percent of the global battery cell market is dominated by Pansasonic, LG Chem, Samsung SDI and Murata with SK Innovation, CATL, BYD or Lishen among the new entrants to the market. According to Sven Bauer, CEO & founder of the BMZ Group, “Cell manufacturers are taking advantage of their current market position and determining who will be supplied with cells at all and for what prices,” he said.

BMZ introduced lithium-ion technology in Europe more than 25 years ago and uses around 300 million lithium-ion cells per year, including in electric vehicles. It is the largest producer of lithium-ion battery systems in Europe and is currently the largest buyer of Asian cells. BMZ is now looking to break the stranglehold of the Asian cell manufacturers on Europe’s EV and battery suppliers by producing its own cells in Europe.

At the end of November, it took over the majority of the TerraE Holding GmbH consortium, with the goal of building the first cell production in Germany by 2020. The TerraE consortium, comprising 17 major companies and research institutions, was created in 2017. But hopes that the consortium would move quickly to establish a battery facility that would reach a 34 GWh capacity in 2028 were very soon dashed as none of the partners appeared willing to make the considerable necessary investment into cell production.

Now, BMZ one of the original consortium members is hoping to kick start the production of electric car batteries by taking over the consortium and succeeding where TerraE failed. BMZ is committed to spending 300 million euros in the first stage of expansion of TerraE, which will give it a 4 GWh output. In the medium term TerraE is aiming for an 8 GWh cell production. The company is also building a new logistics centre with a total investment of 120 million euros.

At the same time, it is expanding its battery production facilities in Poland and China. Says Bauer: “In future, we will use the cells produced by TerraE to build high-tech battery systems for BMZ automotive customers.” Until then, BMZ is relying on external suppliers such as LG Chem with whom it recently secured a supply agreement for battery cells through to 2022.

read more - https://www.electropages.com/2018/12/europe...-cell-monopoly/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: Amorga  gumboots  
 
blacksheep
post Posted: Dec 12 2018, 02:21 PM
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In Reply To: blacksheep's post @ Dec 11 2018, 09:23 AM

Australia has a ‘once in a generation opportunity’ to become a major battery hub

QUOTE
Who’s taking charge?

Companies are beginning to move up the battery supply chain so they can make more money selling their products.

In Western Australia, major global lithium companies such as Albemarle, Tianqi, and Covalent Lithium are refining lithium into battery grade hydroxide, which fetches a massive price premium compared with lithium concentrate exports.

There are also Australian lithium-ion battery plants currently being built, but they will probably need to import critical battery components from overseas.

In Queensland, the state government has committed $3.1 million towards a feasibility study for a 15GWh gigafactory in Townsville.

This $2 billion project is being developed by an international consortium called Imperium3, led by Boston Energy and Innovation, graphite company Magnis Resources (ASX:MNS), and US company Charge CCCV.

The facility will produce either EV batteries, home storage battery units or micro grids to power small towns. First production is expected by 2020.

https://stockhead.com.au/resources/australi...or-battery-hub/
Attached thumbnail(s)
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: Amorga  gumboots  
 
blacksheep
post Posted: Dec 11 2018, 09:23 AM
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Townsville gets a mention here.

Lithium-rich Australia seeks to lure battery cell manufacturers
extract
QUOTE
Senator Birmingham said that through Austrade's resources team, the government was ramping up efforts to attract overseas investment in the sector and highlight Australia's comparative advantages.

That work is understood to be close to yielding results, with a significant investment by an overseas player in the sector expected to be announced before Christmas.

The report, to be released on Tuesday, found that local lithium producers are beginning to move into new areas of the supply chain, while feasibility studies are under way for local battery production, including a 15-gigawatt-hour "Gigafactory" in Townsville.

read more - https://www.afr.com/business/mining/lithium...20181210-h18xma



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: gumboots  
 
gumboots
post Posted: Dec 7 2018, 07:30 AM
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In Reply To: blacksheep's post @ Dec 6 2018, 12:50 PM

yep... just the trolls pumping fear...

Top 20 looks good, and i do believe AL have further increased there holdings biggrin.gif


could be a crazy 2 weeks coming with the potential for a few announcements

 


blacksheep
post Posted: Dec 6 2018, 12:50 PM
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In Reply To: gumboots's post @ Dec 6 2018, 11:16 AM

Nothing new, boots. Hopefully updates on all/some of those issues will be announced before Xmas

Noticed the recent Top 20 Update (see below). Wasn't there some chatter/babble elsewhere that AL Capital and or Charge CCCV LLC was dumping MNS shares? Seems not - they've both increased as far as I can remember. CCCV was provided with 6.9 mil shares, if I recall correctly, back when the investment was made earlier this year - they held 9.5 mil as at 28 November, so must have taken some at the recent CR?

As of 28/11/2018
Rank
Holder
No. of Shares
%
1
MAZZDEL PTY LIMITED
51,013,853
8.35%
2
AL CAPITAL HOLDING PTY LTD
34,868,252
5.71%

3
PERSHING AUSTRALIA NOMINEES PTY LTD
27,291,411
4.47%
4
BNP PARIBAS NOMINEES PTY LTD
22,939,069
3.75%
5
CITICORP NOMINEES PTY LIMITED
22,410,153
3.67%
6
HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED
14,814,894
2.42%
7
MR FRANK POULLAS
14,581,394
2.39%
8
MR MATTHEW BOYSEN
9,646,688
1.58%
9
CHARGE CCCV LLC
9,499,702
1.55%

10
MR JURGEN BEHRENS
8,350,000
1.37%
11
GIBBS PLUMBING SERVICES PTY LTD
5,580,000
0.91%
12
FINMIN SOLUTIONS PTY LTD
5,305,714
0.87%
13
MR MARLON PATHER
5,200,000
0.85%
14
CONG MING LIMITED
4,133,926
0.68%
15
MISS HAZEL DARCY
4,089,462
0.67%
16
MAXMA PTY LTD
4,000,000
0.65%
17
MR MARK O'SULLIVAN
3,900,987
0.64%
18
MS RUIE YAO
3,815,801
0.62%
19
NATIONAL NOMINEES LIMITED
3,576,000
0.59%
20
MR EMMANUEL POULLAS
3,486,993
0.57%




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
gumboots
post Posted: Dec 6 2018, 11:16 AM
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In Reply To: blacksheep's post @ Nov 22 2018, 08:40 PM

been a while...
u manage to sniff anything out B/sheep...

my crystal ball tells me we could have strong finish if we get news as per the announcements

New gigfactories.

Nachu finance

NY finance

 
Trommel
post Posted: Nov 22 2018, 11:44 PM
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In Reply To: blacksheep's post @ Nov 22 2018, 08:40 PM

Good find Blacksheep! Be good to see some progress on Nachu


Said 'Thanks' for this post: blacksheep  
 
blacksheep
post Posted: Nov 22 2018, 08:40 PM
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5 graphite mining firms get licences
THURSDAY NOVEMBER 22 2018
https://www.thecitizen.co.tz/magazine/5-gra...g7nz/index.html




--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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