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ALK, ALKANE RESOURCES LIMITED
blacksheep
post Posted: Sep 29 2017, 10:52 PM
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ZIA 2017: What will electric vehicles do for zircon demand?
By WILLIAM CLARKE
Published: Friday, 29 September 201

QUOTE
Attendees debate the effect of the rise of electric vehicles on demand for zirconia, which is used in brake pads.

Zircon producers are uneasily eyeing the rise in importance of electric vehicles, with uncertainty over how it will affect the use of the mineral in brake pads.

Speaking at the 2nd Annual Zircon Conference in Bologna, Roberto Dante, head of the friction team at Quartz s.r.l.s.u, told attendees that zirconia demand would hold up, despite the switch to electric vehicles, after a number of other attendees voiced concern.

Electric vehicles primarily rely on engine braking. But Dante noted that these vehicles will still need to be fitted with conventional brakes as a fall-back.

As a result, the effect of the electric vehicle boom on zirconia demand remains unclear.

The production of new vehicles will drive the need for brake pads, Dante said, but these brake pads will need to be changed much less often, as the electric motor takes up most of the braking duties.

Another key concern for demand is substitution. Will brake pad makers continue to use zirconia if other alternatives are available, given the recent sharp rise in prices?

Brake pad producers are wary, in particular, of the price volatility recently seen in zircon.

"It isn’t important if the price is high or low," Dante said. "What is important is if the price is stable"."

For example he noted that potassium titanate, a potential replacement, is more expensive than zirconia, but prices for that mineral are stable.

The boom in electric vehicles, which only looks set to increase, is already pushing prices for many industrial minerals higher.

Lithium and cobalt prices have already seen massive increases on the back of rising battery demand, as detailed in IM's Battery Price Report.

http://www.indmin.com/Article/3755308/ZIA-...con-demand.html
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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: Aug 31 2017, 10:52 AM
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In Reply To: blacksheep's post @ Aug 24 2017, 05:45 PM

FY financial results saw production at Tomingley Gold operations "significantly impacted by weather conditions, but not a bad result overall.
SP up 3.9% this morning @ 40c/share
Key Financial Highlights
QUOTE
 Revenue $117.8M, an increase of 7% on 2016.
 Net cash inflow from operations increased by 46.0% to $54.75M.
 Cash and bullion on hand (at fair value) increased to $44.9M.
 Profit before tax and non-recurring items from Tomingley Gold Operations of $17.13M.
An impairment of $39.97M recorded during the year as a result of significant and prolonged
impact of weather on operations and performance of the Tomingley Gold Operations, and
revisions to the life of mine plan.

 After impairment, the Group’s net loss for the period after tax was $28.94M.
 Net investing outflows of $40.69M includes $7.90M to advance the Dubbo Project.
 Net assets of $164.93M.

QUOTE
Business Highlights:
 Despite significant impact by rain events in the first half, production and costs at Tomingley
Gold Operations (TGO) were within guidance after a second half recovery.
FY18 production guidance 65,000 – 70,000 ounces at AISC of $1,100 - $1,200.
 Drilling programs in progress to support the initial underground mining potential at TGO and
additional resource potential in the near mine area.
 Alkane’s subsidiary, Australian Zirconia Ltd changed its name to Australian Strategic Materials
Ltd (ASM) in December 2016 and the project name has been modified to the Dubbo Project
to better reflect the polymetallic output of the planned operation.
Dubbo Project advanced towards commencement of construction with the completion of a
modular and staged construction concept.
ASM has engaged Outotec to refine the existing
engineering and design to provide bankable level costing for the processing section.
 Due diligence of Vietnam Rare Earth JSC, the owner of a rare earth separation facility,
continued. As part of the extended due diligence, an initial twelve month toll treatment
agreement was executed in June 2017 and two shipments of light rare earth concentrates
acquired on market totalling 80 tonnes were processed to produce approximately 31 tonnes
of separated cerium, lanthanum, praseodymium and neodymium oxides.
 An MOU signed during the year with the large international industrial group, Siemens AG for
the supply of a number of metal products produced by the DP, and the procurement of
equipment and systems from Siemens Solution Areas for the DP.
 An agreement signed with Minchem Ltd, a UK based technical ceramics marketing and
manufacturing business, for exclusive worldwide marketing, sales and distribution for all
zirconium materials produced by the DP.
 Mid-year Minchem had secured six non-binding letters of intent for the supply of zirconium
chemicals that would account for about 60% of the stage 1 development of the 8,150 tpa of
zirconia (ZrO2) equivalent products, supporting about 15% ofthe anticipated project revenues
 The Company maintained a focussed multi commodity exploration program in the Central
West of NSW which resulted in discovery of a prospective, large porphyry gold-copper system
within the Northern Molong Porphyry Project.

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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: Aug 24 2017, 05:45 PM
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In Reply To: blacksheep's post @ Aug 22 2017, 08:03 PM

Gets a mention here

QUOTE
Higher near-term neodymium and praseodymium oxide prices will provide a significant boost for late-stage rare earth exploration companies – particularly those with a high level of potential revenue exposure to neodymium and praseodymium oxide, along with heavy rare earths used in high-grade NdFeB permanent magnets, such as terbium and dysprosium.

Such companies and projects include, among others, Peak Resources and its Ngualla project; Mkango Resources and its Songwe Hill project; and Rainbow Rare Earths and its Gakara project, all in Africa. In Canada, CREE companies to watch include Commerce Resources and its Ashram project; Matamec Resources with its Kipawa project; and Search Minerals with its Foxtrot project, in Canada.

Greenland Minerals & Energy is also advancing the Kvanefjeld project, in Greenland, while Minera BioLantanidos is advancing the El Cabrito project, in Chile. Other notable projects include Alkane Resources and its Dubbo project; Arafura Resources and its Nolans project; and Northern Minerals, which is developing the Browns Range, all located in Australia.

http://www.miningweekly.com/article/rising...rket-2017-08-22
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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: Aug 22 2017, 08:03 PM
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Showing some positive signals today. SP up 8.8% @ 37c/share.

Interest in REE's returning, thanks to their use in the renewable energy sector and electric cars. Also announced some Board changes yesterday that sees Nic Earner appointed MD. who will drive the engineering and metallurgical aspects of the Dubbo Project, and Ian Gandel will assume the role of non‐executive Chairman,steering the Company through the funding stage.

Production from the Tomingley Gold Operations during the June quarter was 27,924 ounces at an all-in sustaining cash cost of A$906 per ounce and provided some cash that would have needed to be raised via CR. Cash at the end of June was $41.9k.

Could be one to watch going forward.
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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
 
mullokintyre
post Posted: Sep 27 2016, 12:43 PM
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In Reply To: mullokintyre's post @ Aug 17 2016, 02:23 PM

THose who took up the ALK rights at 20 cents earlier this year would be pretty happy right now. NUdging 50 cents and one of my few bright spots today.
MIck




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sent from my Olivetti Typewriter.
 
mullokintyre
post Posted: Aug 17 2016, 02:23 PM
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In Reply To: mullokintyre's post @ Jun 2 2015, 10:18 AM

Alk had a bit of a wake up yesterday after the Zircon offtake agreement.
Jumped to 33 cents, and falllen back to 29 today.
There may be life in the old girl yet!
Mick



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sent from my Olivetti Typewriter.
 

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mullokintyre
post Posted: Jun 2 2015, 10:18 AM
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In Reply To: mullokintyre's post @ May 27 2015, 10:17 AM

Well, it pushed through 35 all right.
Opened at 37.5 , still holding at 35.5.
Hope it closes at or above that mark.
Then onwards ever upwards!

Mick



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sent from my Olivetti Typewriter.
 
mullokintyre
post Posted: May 27 2015, 10:17 AM
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ALK been quietly staggering up since the lows in April.
Had two failed attempts to break through 35 this time round.
Looking for a more successful attempt this leg.
Still holding some.

Mick



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sent from my Olivetti Typewriter.
 
mcart117
post Posted: Feb 17 2014, 12:53 PM
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I couldn't think why the combo of a gold pour and the POG was not more positive on the SP. But then I read the bit about the gold hedge. Good idea, methinks, but it's already factored in.

I'm happy to hold a few of these, but until the likes of LYC can show a bit of profit, I don't think people will be too excited about prospective RE producers. And common sense suggests that every cent from the TGP will go into the DZP, and those dividends won't flow until it turns a profit. Think grandchildren rather than children on that one! lmaosmiley.gif

 
N.M.Mer.
post Posted: Feb 17 2014, 11:57 AM
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In Reply To: mullokintyre's post @ Feb 17 2014, 09:59 AM

Hmmmmm



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