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PasdeC

@Phidec

#mining and #energy companies and the #resources supply chain. Opinions are my own!

 Adelaide, South Australia
Joined March 2010
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China imposed controls on gallium and germanium this week. You may have never heard about these metals... But they have a strategic role in technology. Here's what you need to know, investor:
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$RNU DC has often said we have the 2nd largest, "if not largest" proven reserve globally. Now you can see why. This is 3kms north & assays show widespread high grade graphite. We are sitting on an elephant reserve here.
Maurice Salvador (@SalvadorMaurice) profile pictureMaurice Salvador
@SalvadorMaurice6 Jul 2023
$RNU Drilling Extends Siviour #Graphite Deposit Drilling confirms continuity of widespread, high-grade #graphite extending over 3 kilometres immediately north of Siviour Mineral Resource 👇👇👇
Image from Maurice Salvador (@SalvadorMaurice)
Image from Maurice Salvador (@SalvadorMaurice)
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$RNU Macquarie initiates coverage with 'Outperform' price target 30c. Always like to see the large investment houses start analysis on a stock I own. This should see new interest come in from investors.
Image from Kiril Ruvinsky (@KirilRuvinsky)
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Continued progress on Renascor Resources Limited's #Siviour Battery Anode Material Project. Click on the link for more information renascor.com.au/wp-content/u… #graphite #sustainabledevelopment #cleanenergy #userenewableenergy #southaustralia #australianowned #australianmade $RNU
Image from Renascor (@Renascor_ASX)
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$RNU "EVs will take a massive 32% share of the car market by 2030 & grow to over 45% by 2035. "data indicated a 40% year-over-year increase in graphite sourcing, & this demand is estimated to grow nonlinearly as more EV models roll out." It's coming!!! thomasnet.com/insights/evs-t…
EVs to Grow to 45% of the Car Market by 2035, Driving Demand for Cobalt, Graphite, Lithium

EVs to Grow to 45% of the Car Market by 2035, Driving Demand for Cobalt, Graphite, Lithium

As EV manufacturing grows in the coming decade, demand for these chemicals will continue to drive both procurement solutions and innovation in the energy storage industry.

thomasnet.com
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"We saw batteries become more than 50% of the cobalt market back in 2016. We saw batteries become more than 50% of the #lithium market in 2018. We're now projecting that by the end of next year batteries will be the number one leading market for #graphite as well."
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$RNU Zero doubt about what's coming to the Graphite market. The rise is going to be parabolic. Positioning RNU to benefit from the downstream much higher prices for PSG was brilliant by management. #lifechangingstock
Benchmark Mineral Intelligence (@benchmarkmin) profile pictureBenchmark Mineral Intelligence@benchmarkmin14 Nov 2022
"We saw batteries become more than 50% of the cobalt market back in 2016. We saw batteries become more than 50% of the #lithium market in 2018. We're now projecting that by the end of next year batteries will be the number one leading market for #graphite as well."
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It was an honour to help represent Australia at the recent Korea-Australia #CriticalMinerals roundtable in Seoul. A highlight was the meeting with our Premier @PMalinauskasMP and POSCO International Senior VP Sungwon Yoon and Li-ion Battery Materials Group Leader Jong Hyun Kim.
Image from Renascor (@Renascor_ASX)
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Understanding the difference between mineral resources & reserves is key to investing in mining and metals. Here's your 'Resources vs Reserves 101' to help you interpret news releases and reports:
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Our exploration team, led by #RNU Director Geoff McConachy, continues the successful run at Siviour with major Mineral Resource upgrade. One step closer to producing 100% #AustralianMade #graphite. #PoweringCleanEnergy #lithiumion #anodes #HFfree #CriticalMinerals $RNU
Image from Renascor (@Renascor_ASX)
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$ADN.ax No 4 BOA. @AndromedaMetals Cranking up momentum at the #GWKP #Eyrepeninsular World supply falling as demand increases. Box seat for highest quality products from No 1 mining jurisdiction with massive resources. DYOR. – at Marble Bar, Western Australia
Image from ❄️Caveman❄️ (@ChristopherRB19)
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"Our goal is to become one of, if not the largest, producers of purified spherical #graphite globally". See @Renascor_ASX's presentation to the @NoosaMining conference: vimeo.com/732331125 #lithiumion #battery #anodes #CleanEnergy #HFfree #CriticalMinerals $RNU
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$RNU This says it all. The investment opportunity of our generation.
Simon Moores (@sdmoores) profile pictureSimon Moores
@sdmoores23 May 2022
Dawn of the Battery Gigafactories: we have surpassed 300 in @benchmarkmin’s 10 year pipeline. May 2015: 3 May 2022: 304 Such incredible + consistent data + intel gathering from our world class team. 👏 👏 Join us for #GigaUSA event in DC next month: benchmarkminerals.com/events…
Image from Simon Moores (@sdmoores)
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#Graphite's time has come. #Renascor's Battery Anode Material Project in South #Australia is ideally positioned to offer a #sustainable alternative to the current Chinese controlled supply. 100% #AustralianMade #CleanEnergy #HFfree #CriticalMinerals $RNU theaustralian.com.au/busines…
Image from Renascor (@Renascor_ASX)
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I think investors are not really understanding what the DFS means. Its the start, not the endgame. $ADN Andromeda Metals confirms robust economics in DFS for "globally significant" Great White Kaolin Project tinyurl.com/y9s8b29b @AndromedaMetals #ADN
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Renascor aims to produce 100% Australian-made #Battery-grade #Graphite at globally competitive costs, while delivering positive #ESG outcomes. #PurifiedSphericalGraphite. #criticalminerals #ESGinvesting #CleanEnergy #Sustainability #HFfree $RNU #RNU
Image from Renascor (@Renascor_ASX)
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Andromeda Metals executes MOU to collaborate on Cape Hardy port options via @proactive_au $ADN proactiveinvestors.com.au/co…
Andromeda Metals executes MOU to collaborate on Cape Hardy port options

Andromeda Metals executes MOU to collaborate on Cape Hardy port options

The company is in the process of developing its Great White Kaolin-Halloysite project near Poochera on the Eyre Peninsula and is progressing those plans through the use of existing ports in the...

proactiveinvestors.com.au
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Andromeda Noosa Mining Investor Presentation Great White Kaolin Project #halloysite #kaolin $ADN For the full Presentation bit.ly/3Fej9q9
Image from Andromeda Metals (@AndromedaMetals)
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Thrilled to announce we’ve received ethics approval for the world’s first trial investigating psilocybin-assisted psychotherapy to treat Generalised Anxiety Disorder! (1/n)
Image from Dr Paul Liknaitzky (@PLiknaitzky)
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