European Metals Share Discussion Threads

[luisfrg] 02/5/2017 08:41

Good riddance....topped up

[runthejoules] 02/5/2017 08:14

Well that was disappointingly unsticky. Goodbye to a few stale bulls

[luisfrg] 02/5/2017 07:59

Gr8 news....foundations are finally being laid!

[rafboy] 02/5/2017 07:58

This is excellent news.

[telbap] 02/5/2017 07:41

When will they actually start mining the stuff......

[luisfrg] 02/5/2017 06:35

Up .....8%

[qackers] 02/5/2017 00:09

Announcement on ASX

Summary

2 May 2017
GRANT OF PERMITS
European Metals Holdings Limited (“European Metals” or “the Company”) (ASX &
AIM: EMH) is pleased to announce the recent granting of three key permits in the
development of the Cinovec Lithium/Tin Project in the Czech Republic.
HIGHLIGHTS
 The Preliminary Mining Permit covering the majority of the Cinovec
Project has been awarded by the Czech Ministry of Environment.
 A further Exploration Licence has been granted for the ground
immediately south of the main deposit.
 A de-watering permit has been obtained from the Ohře River Authority to
pump out the historic workings.

[cpap man] 01/5/2017 16:13

Before scrolling down, take a guess at the three best and worst performing commodities of 2016 and 2017!

Ok now go…




2016 was a good year for commodities. The Bloomberg Commodity Index, which is a diversified benchmark for commodity investments, gained 10%.

Uranium ended the year down 41%! The nuclear sector spent much of 2016 continuing its six year decline that began with the Fukushima Daiichi disaster. But even there, a bright spot emerged beginning in November 2016, when uranium prices embarked on an epic rally, gaining 50% in just 3 months.

2016 had some spectacular performers. Lithium gained 71% on the tails of Tesla’s mega success, and its future need for lithium ion batteries. There is no arguing that lithium is a key material in the energy revolution.

Vanadium, primarily used as a steel additive, benefited from Chinese subsidies enacted to boost a slumping economy. Other factors? The commodity witnessed a resurgence due to its limited supply, and its additional applications in vanadium redox batteries and grid energy storage.

Iron ore takes the crown. Chinese demand for iron was unusually strong, partially driven by tax incentives and subsidies. China accounts for 65% of the world’s iron ore demand; this accompanied with a decrease in global production due to low prices resulted in iron ore gaining 90% for the year!

So what is 2017 looking like?



What goes up must come down, or so is the case with iron ore. 2016’s best performing commodity is shaping up to be 2017’s worst. Over supply in China has led to a glut that may take time to chew through.

Nickel prices surged in the beginning of the year with the rest several other industrial commodities, but has since fallen. The commodity is now down 7% for the year. Once again, China is part to blame. The country is the world’s largest consumer of the nickel, which is used as an alloying material in stainless steel. When steel subsidies decline, so too does the demand for nickel.

Tin is currently at a 6% loss. The general slowdown in global growth (yes, mainly China), has affected all base metals, including tin. The world’s largest tin producer, Indonesia, is in the midst of environmental reform and has been cracking down on illegal smuggling. Thus, exports have declined, giving a little bit of support to prices. A reversal to the upside could be coming.

The worst performing commodity of 2016, is one of the best of 2017. Uranium is up 12% for the year, peaking at 31% in February. Uranium supply is finally coming into question, especially with Kazakhstan announcing that it has cut production by 10%. We are adamant that uranium is on the doorsteps of a full-fledged bull market, and is the ultimate contrarian bet. Here are five reasons why uranium is so appealing, and our top three uranium stocks for 2017.

Palladium is another beneficiary of the clean energy revolution, with prices increasing 22% due to an increase in fabrication demand; the main driver being gasoline-powered auto markets of the United States and China. Furthermore, it appears the Chinese government will be implementing stricter emission standards, which in turn will increase the usage of palladium in auto catalysts. Palisade Global just took an insider position in New Age Metals (CVE:NAM), which holds North America’s largest undeveloped platinum and palladium deposit.

Cobalt, yes cobalt, is now the premier battery metal, riding the clean energy revolution and already gaining 70% for the year! Unlike lithium and manganese, cobalt has immediate supply qualms in that the lion’s share of its production is from the highly unstable DRC. Furthermore, 98% of the world’s cobalt production comes as a by-product of copper and nickel. We maintain cobalt will be one of the performing commodities over the next five years.

We want to mention an exciting new opportunity in the cobalt space, Cobalt 27 (CVE:KBLT), a company that will provide investors pure-play exposure to cobalt. The company is looking to hold actual physical cobalt and several early stage cobalt royalties. Cobalt 27 is also currently in negotiations with cobalt producers and developers for potential cobalt stream acquisitions. Palisade Resources, our private resource company just sold royalties on three past producing cobalt mines to Cobalt 27.

Cobalt 27 is in the process of raising $200 million. This is a staggering amount, let alone for a cobalt company! The company is chaired and led by Anthony Milewski, a mining industry veteran and the foremost expert in the cobalt space. Mr. Milewski has managed several mining investments at various stages of development and turnaround situations, and across a range of commodities. He also serves as a member of the investment team at Pala Investments Ltd.

To learn more about why cobalt is poised to break out and become one of the best performing commodities, we encourage you to read our cobalt primer, which also has two of the best cobalt exploration companies in the market. In fact, they are already exploring as we speak and have high impact catalysts on the horizon.

So how about gold?

Gold almost made the list of top performers in 2017, showing a 10% gain for the year. It appears the US economy remains strong, but investors bought up the yellow metal because of higher than average geopolitical uncertainty. This includes increased tensions in Syria, Trump’s aggressive stance towards North Korea, and more recently, the French elections. Nonetheless, the Fed has been strong in its hawkish stance, and will stand by its inflationary fiscal stimulus. Will 2017 be the year when the dam finally breaks? We remain firm in our resolve, continuing to accumulate the best of best gold stocks.

Remember, huge moves can be made emerging from a bear market as oversold conditions make way for major supply crunches. Cobalt is a prime example of what can happen to a commodity bouncing off a bottom. Don’t be surprised to see some wild gains in prices in the months and years ahead!

[banshee] 01/5/2017 15:59

"Other great things are on the way. Materials scientist Mike Zimmerman has succeeded in replacing the highly flammable liquid electrolyte (through which ions swim when you charge or discharge your battery) with a single piece of special plastic film. Presto: a battery incapable of igniting or exploding. And because it's unblowuppable, Zimmerman can use lithium metal instead of lithium-ion chemistry, which has a much higher energy density but is considered too dangerous to use with today's liquid-electrolyte batteries. Presto: longer life."

[sambuca] 01/5/2017 10:31

I forgot the other bit about the evolution of the ages ie the coal era, the oil era and now the reneawables era.

Sam

[sambuca] 01/5/2017 10:23

They dont tell you the stocks you have to pay for that information the interesting read is their view of the value of lithium needs, supply etc.

Sam

[runthejoules] 01/5/2017 09:44

So Sambuca, problem with these long hype pitches is by the time you've read to the end the stock price has already peaked... skip to the end, what *are* the stocks they mention?

[luisfrg] 01/5/2017 08:29

How's it doing in Frankfurt? Ticker? How can I view ?

[sambuca] 29/4/2017 20:10

An interesting read (you can ignore all the sales pitch) but a good report on lithium in general.

hxxps://pro.southbankresearch.com/p/FTI-0417-energy/EFTIT4BJ/?email=russell.coppen%40ntlworld.com&a=5&o=70767&s=88010&u=766886&l=670661&r=MC2&vid=fnYITI&g=0&h=true

Sam

[luisfrg] 28/4/2017 17:24

I'll take the small increase in share price today, bring on next week and positive news, hopefully back to the 80s soon.......

[runthejoules] 28/4/2017 16:05

Swiss Tony, it's reassuring to hear that selling on spikes is like making love to a beautiful woman: beyond the capabilities of the private investor. Mind you I've got such a small holding I could probably slip it in without anyone even noticing, arf arf... (sorry, this isn't the KOD thread...) I do hope the MMs are after the shares but I think there's a lot of stale bulls out there. Keeping the faith, hoping for take-off partners anytime soon.

[swiss tony] 28/4/2017 15:05

Run, I tried and failed to sell any amount. It's been like that the last few spikes, impossible to sell, something afoot. Could it possibly be MMs triggering automatic sells at 60p to gain shares?

[runthejoules] 28/4/2017 13:54

Well done whoever was quick enough to sell out between 1011-12am! Tx d'oh!

[luisfrg] 28/4/2017 12:10

Lost the early gain that's good news me...topped up again...have faith

[hutch_pod] 28/4/2017 10:28

Good point dvsfm, I forgot about that forward looking part.

[luisfrg] 28/4/2017 09:19

Nice up day long may it continue !!

[dvsfm] 28/4/2017 08:53

The cashflow is forward looking too , its stating the expected outflow for the next quarter, they are quoting AUD$ 391,000 out of the remaining balance AUD$ 1,446,000, so roughly a quarter of the available cash. The DFS cash requirement may come later judging by that report, maybe after offtakes are announced?

[bookwormrobert] 28/4/2017 08:17

I'm no expert, but cash is clearly an issue that will have to be addressed somehow.

[runthejoules] 28/4/2017 08:05

So, experts, does that expenditure sound about what you expected?

[luisfrg] 28/4/2017 07:52

Exactly my point we know most of the info contained.....what about deals etc!