Alba Mineral Resources Share Discussion Threads

[moneymunch] 27/10/2017 15:18

"However, this discovery of a whole new graphite deposit on the mainland portion of our licence represents more than just a "bonus"; it could be a real game changer for the economic viability of the Project overall".

The results are so encouraging that no doubt will be attracting interest from JV farmin suitors......the demand for graphite looks all set to increase significantly with future the lithium-ion battery age, and the graphite at Amitsoq appears to be amongst the highest grades in the world, and with 99% recovery rates, the economic extraction costs will likely be very attractive.......Gl ;-)

Master Investor interview and once again highlights Alba's potential tansformational upside on positive newsflow........4 or 5 times more graphite than lithium in a lithium-ion battery!!! Gl ;-)



26/9/17

George Frangeskides, Alba's Executive Chairman, commented:

"I am excited by the exploration results for the Kalaaq Mainland Discovery. As we perform additional work in this new discovery zone, we continue to expand the area of graphite mineralization, and identify zones of structurally thickened mineralization. The present study indicates that the mineralization remains open to the south, and the down-dip extensions remain untested."

"We were already very encouraged by this year's work at Amitsoq, in and around the former mine site on Amitsoq Island. However, this discovery of a whole new graphite deposit on the mainland portion of our licence represents more than just a "bonus"; it could be a real game changer for the economic viability of the Project overall".

[moneymunch] 27/10/2017 15:08

Nice find dreamtwister, and well worth a read.......ALBA to the rescue.... gl ;-)

China Plans Graphite Megafactories to Meet Booming Demand for Battery Storage

But could graphite still prove to be another lithium-ion battery material prone to supply challenges?

Jason Deign October 26, 2017
Graphite: the next constraint for batteries?

Graphite: the next constraint for batteries?


China is leading efforts to deliver an almost threefold increase in global graphite processing capacity by 2020, to meet mushrooming lithium-ion battery industry demand.

The Chinese firms Shanshan Technology, BTR New Energy Materials and LuiMao Graphite (in association with BAIC Automotive Group) are building lithium-ion battery graphite anode megafactories with a total processing capacity of 260,000 metric tons per year.

Hitachi Chemical, in Japan, is planning another facility to process 100,000 metric tons of graphite a year. The increases compare to a total estimated global processing capacity of around 200,000 metric tons at present.

Last year, graphite production amounted to just 100,000 metric tons.

The increase in processing capacity should allow the battery industry to churn out 300 gigawatt-hours of lithium-ion cells a year, enough to power 6 million Tesla Model 3s, according to Benchmark Mineral Intelligence.

But as demand for lithium-ion batteries continues to soar, there are fears the increase in processing capacity may fail to keep up, raising the possibility of supply-chain bottlenecks similar to those noted for cobalt and lithium.

“It is actually the biggest raw material by volume going into the batteries, significantly larger than cobalt,” said Andrew Miller, a senior analyst at Benchmark Mineral Intelligence.

Graphite, a naturally occurring form of carbon, is not uncommon in nature; the U.S. Geological Survey estimated world production amounted to 1.2 million metric tons last year. The problem is being able to find the right type of graphite, said Miller.

The battery industry uses two types: synthetic and naturally occurring flake graphite. Both must be as pure as possible, which is why the availability of processing plants is almost as important to the graphite supply chain as the availability of the raw material itself.

However, while graphite supply pinches might hobble battery manufacturing capacity, the material is less likely than some others to have an impact on pricing.

The cost of the substance ranges from between $7,000 and $12,000 per metric ton for natural spherical graphite anode material, to between $15,000 and $20,000 per ton for the synthetic equivalent.

This is still way below the $60,000 or so per metric ton being demanded for cobalt, though.

Also, synthetic and flake graphite compete for market share but can also be complementary, said Miller, allowing battery makers to seek out combinations that offer the best performance and value for money.

Even with growing processing capacity, however, Miller said the rapidly ramping demand for graphite means supply-chain constraints are still a possibility. “Nothing has been done in the industry at this scale before,” he said.

This situation has led some observers to claim lithium-ion battery production faces a significant risk from graphite scarcity.

“If shortages for lithium and cobalt are looming large, shortages of graphite are even scarier,” screamed a press release this month from Safehaven, an investment tipping service touting shares in U.S. exploration firm Global Li-Ion Graphite Corporation.

Spot prices for graphite had risen 300 percent since January, hitting $35,000 per metric ton, and demand for tech-grade material was expected to soar 200 percent in under three years, Safehaven said.

China, which has extensive natural reserves of graphite, is clearly keen to address those supply-chain scares. But a problem its megafactories might face is what to do with the large amounts of graphite production that fail to make the grade for the battery industry.

“When you bring a flake graphite mine into production, you couldn’t put all that 20,000 tons of production into batteries,” Miller said. “It wouldn’t be the right grade or the right state. One of the big challenges for the graphite industry is apportioning out what your mine does produce. You can’t just sell to the battery industry.”

Even if the threat of graphite supply chain shortages is minimal, it adds to similar worries over other materials, particularly cobalt and lithium.

Taken together, the slim chances of a supply mismatch in any of these materials markets may add up to a significant risk to lithium-ion battery production. It is anyone’s guess which material will run out first, though.

[dreamtwister] 27/10/2017 13:25

the demand for graphite is focused on energy,and alba have access to deliver,



alba are entering a time warp in reflection to present share price as the rns roll in as permits are granted & the daisy chain of paper work flows on time.

from the beginning of tyme, the volcanic spoils of carbon is a game changer for investors in this sought after mineral,patience will be rewarded,

atb

[25wbh] 27/10/2017 10:46

Sand Gate Capital Management London now has 12.5%interest in Blue Jay

[25wbh] 27/10/2017 10:43

With Alba next door to Blue Jay in Iceland, it bodes well

[abeygale] 27/10/2017 10:40

Hopefully we will rise like online is today. Just need to change ALBA name to something to do with crypto currencys. I would of bought Online is if seen the RNS about them changing to become blockchain. They was just1.5m market cap which is tiny for the next bitcoin. Im totally gutted.

[25wbh] 27/10/2017 10:39

Sand Grove ups its stake in Blue Jay

[moneymunch] 27/10/2017 10:28

I hold both you desperate lowlife....Gla holders Good news from Ukog will be good for Alba...Tick Tock Boom!!!:-)

[elcapital2017] 27/10/2017 09:35

monkeynuts

all you have at ukog is froth and a bundling management team that mess everything up.

If you were so confident you would not have sold, yet you have sold and still tell others to buy

That is disgraceful and you will have to face the consequences from the relevant authorities

[rackers1] 27/10/2017 09:28

elcapital201727 Oct '17 - 09:24 - 4088 of 4089 0 0
I dont have much opinion on alba.

I am a bear trader


you certainly were on NLG eh ? hahaha ramping it to high heaven only to see it get delisted

you fraud

[moneymunch] 27/10/2017 09:17

Alba's Project Portfolio....a multi-bag in the making.....Gla holders:-)

Oil & Gas

Horse Hill (Oil & Gas, UK): Alba holds a 15 per cent interest in Horse Hill Developments Limited, ( which will increase to 19% on the acquisition of RGM's remaining interest ) the company which has a 65 per cent participating interest and operatorship of the Horse Hill oil and gas project (licences PEDL 137 and PEDL 246) in the UK Weald Basin.

Brockham (Oil & Gas, UK): Alba has a direct 5% interest in Production Licence 235, which comprises the previously producing onshore Brockham Oil Field.

Mining

Amitsoq (Graphite, Greenland): Alba owns a 90 per cent interest in the Amitsoq Graphite Project in Southern Greenland and has an option over the remaining 10 per cent.

Black Sands (Ilmenite, Greenland): Alba owns 100 per cent of mineral exploration licences 2017/29 and 2017/39 in the Thule region, north-west Greenland.

Melville Bay (Iron Ore, Greenland): Alba is entitled to a 51 per cent interest in mineral exploration licence 2017/41 in Melville Bay, north-west Greenland. The licence area benefits from an existing inferred JORC resource of 67 Mt @ 31.4% Fe.

Inglefield Land (Copper, Cobalt, Gold): Alba owns 100 per cent of mineral exploration licence 2017/40 in north-west Greenland.

Limerick (Base Metals, Ireland): Alba has 100 per cent of the Limerick base metal project in the Republic of Ireland.

El Mreiti (Uranium, Mauritania): Alba has applied for the reissue of a uranium permit in northern Mauritania, centred on known uranium-bearing showings.

Alba continues actively to review numerous other project opportunities which have value-enhancing potential for the Company whether by bolt-on or stand-alone acquisition, farm in or joint venture.

[moneymunch] 27/10/2017 09:13

Pmsl...Ukog have stated that flow tests at BB are planned to commence end of October, and therfore an Rns confirming flow tests have started should arrive Tuesday at the latest if all has gone to plan...Gla holders Get ready for some serious upside;-)

[moneymunch] 27/10/2017 09:04

Ukog on the move...Rns expected by Tuesday confirming BB's flow tests are underway which are planned to continue over multiple zones until mid December....Big news for all Weald players and positive flow data will add significant value to Alba et al...Gla holders On and Up!!!:-)

[moneymunch] 27/10/2017 09:04

Ukog on the move...Rns expected by Tuesday confirming BB's flow tests are underway which are planned to continue over multiple zones until mid December....Big news for all Weald players and positive flow data will add significant value to Alba et al...Gla holders On and Up!!!:-)

[elcapital2017] 27/10/2017 07:25

monkey nuts you really are an idiot. Just all froth as usual. Nobody listens yo you now, you have lost all credibility....and you smell of stale urine

[moneymunch] 27/10/2017 06:48

Good news from Ukog on Broadford Bridge status will be well received by the market and will benefit all Weald players.....positive data and confirmation of commercial flow will add significant value to Alba et al....Gla Holders....News from Ukog by Tueasday at the latest. On and Up!!! ;-)

"Optimised sequential flow testing of multiple 30-100ft zones planned to commence by end October"

The Company will now press on immediately with the revised rig-less test plan to establish whether the extensive connected natural fracturing seen in BB-1 and BB-1z can flow oil in commercial rates and volumes.

As previously reported, BB-1z was deliberately drilled in a location where no conventional hydrocarbon trapping mechanism within the Kimmeridge reservoir section is evident. Therefore, in the Company's opinion, the presence of flowing, light Kimmeridge oil and associated solution gas at BB-1z provides proof that the Kimmeridge at BB-1z contains a significant continuous oil deposit of around 1400 ft gross vertical thickness.

[elcapital2017] 26/10/2017 15:13

monkeynuts you are a fraud and a liar. No one with any sense will listen to you. you also smell of stale urine and you live in a tent on a welsh beach. loser

[moneymunch] 26/10/2017 06:57

Application's in, and so everyone's happy and its approval will be positive news to look forward to. Gl ;-)