Asiamet Resources Share Discussion Threads

[zho] 22/2/2018 15:14

Jackbal,

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Edit:

[jackbal] 22/2/2018 15:00

By the way, thanks for doing so on ARS

[jackbal] 22/2/2018 14:59

Anything else meaning any other stocks that you rate

[jackbal] 22/2/2018 14:59

HB, have you stated a thread on anything else?

[horneblower] 22/2/2018 14:36

21% zinc!
Surely some mistake. ☺

[jackbal] 22/2/2018 14:15

Why oh why did I start messing with Amur minerals? Should have just kept piling in here!

Still by far my largest holding and haven't sold a bean.

[jackbal] 22/2/2018 14:13

Congrats fellow holders. The story gets better and better.

Exceeded expectations which I would hazard a guess were already quite high.

[impvesta] 22/2/2018 14:06

""Peter Bird, Asiamet's Chief Executive Officer commented:

"This first batch of infill drill holes has exceeded our expectations...""

[arf dysg] 22/2/2018 14:05

Amazing grades, how sweet the sound
That saved my investment so rash.
I once was poor but now am rich;
Was skint, but now have cash.

[yorkie14] 22/2/2018 13:59

We are bouncing again!

[bobby1904] 22/2/2018 13:59

Amazing grades...!!

[yorkie14] 22/2/2018 13:43

Look at those grades 2.7%.

GLA

[gersemi] 22/2/2018 13:40

3 v 2

- got a few of these

[mr roper] 22/2/2018 08:45

Ars tweeting about Glencore and acquisitions

[hawks11] 22/2/2018 08:42

Glencore M&A Firepower Undimmed After $2.9 Billion Dividend

[mattjwhity] 21/2/2018 20:43

M&A article

[highly geared] 21/2/2018 13:32

So
BKM production 2020-30
Beutong production 2023-2040
BKZ est. 2022-32
As they say, timing is everything.....

[horneblower] 21/2/2018 10:46

Yes, most of that is true and I'm not hugely invested in ARS for nothing!

Yet there is no point in gilding the lily.

Amount of copper used in batteries...virtually nil (less than 1% of the battery's weight).
Amount of copper used in car bodies...nil.

Amount of copper used in electric motors...huge.
Amount of copper used in a car's wiring loom...huge.
Amount of copper used in infrastructure for charging cars...massively huge.

Bring it on.

[mount teide] 21/2/2018 10:20

I suspect the journalist who wrote the article meant within the vehicle rather than vehicle body.

All types of EV require a substantial amount of copper - it is used in batteries, windings and copper rotors used in electric motors, wiring, busbars and charging infrastructure.

EV's uses considerably more copper than traditional vehicles with internal combustion engines:

• Internal combustion engine: 23 kg of copper.
• Hybrid electric vehicle (HEV): 40 kg of copper.
• Plug-in hybrid electric vehicle (PHEV): 60 kg of copper.
• Battery electric vehicle (BEV): 83 kg of copper.
• Hybrid electric bus (Ebus HEV): 89 kg of copper.
• Battery-powered electric bus (Ebus BEV): 224–369 kg of copper

The EV Market and Its Impact on Copper: Source Copper Alliance

• By 2027, an estimated 27 million electric vehicles (including HEV, PHEV, BEV, Ebus HEV and BEV) will be on the road, up from 3 million in 2017.
• This will raise copper demand in EVs from 185,000 tonnes in 2017 to 1.74 million tonnes in 2027.
• In addition, each EV charger will add 0.7 kg of copper. Fast chargers can add up to 8 kg of copper each.


EV - copper rotor induction motors could be the future, since they are better then the permanent magnet motor in price, performance and reliability - and involve the use of no rare earth metals, whose future supply and price is considered problematic.

[dorset64] 21/2/2018 10:20

Well, I personally am taking the EV story to heart but thought, sod it, so bought a Maserati Levante instead lol

[mr roper] 21/2/2018 10:15

and more:

Automaker investment in EVs: $90 billion and counting
The rate at which automotive and battery companies have scaled up electric vehicle investment plans speaks to our opportunity as a supplier of key metals.

Global automaker investments now total more than $90 billion, with at least $19 billion attributed to the US, $21 billion to China and $52 billion to Germany.
Volkswagen alone plans to spend $40 billion by 2030 to build electrified versions of over 300 models.

Chinese automakers are ramping up focus on the EV story, while a number have announced investment partnerships with the likes of Ford, VW and General Motors.

[mr roper] 21/2/2018 10:14

From today's Glencore results:
"Energy and mobility transformation forecast to unlock material new sources of commodity demand. Commodity differentiation is increasingly important, and Glencore’s commodity mix is becoming less dependent on demand generated by infrastructure related investment in developing markets.

Accelerating electric vehicle adoption requires an energy and mobility transformation that is forecast to unlock material new sources of demand for the enabling underlying commodities including copper, nickel and cobalt.
We recently commissioned an independent study to gauge the potential incremental demand for these commodities under the Electric Vehicles Initiative scenario of 30% electric vehicle market share by 2030.

The findings suggest an additional 4.1Mt of copper, 1.1Mt of nickel and 314kt of cobalt supply will be required by 2030.
These potentially significant new demand sources offer compelling fundamentals, particularly when coupled with persistent supply challenges. "