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Gold/Mining/Energy : Le coin des prospecteurs -- Ignore unavailable to you. Want to Upgrade?

To: jaubin who wrote (26905)	12/16/2018 6:19:04 PM
From: Claude Cormier	1 Recommendation Recommended By jaubin Respond to of 39350

J'aime bien ce petit passage: "Many investors are starting to realize that the basic materials that comprise EVs and their batteries, the knock-on effect of electrification on the power grid, as well as energy storage systems are going to have tremendous demand growth in the coming years and present a unique investment opportunity. In particular, copper, lithium, nickel and cobalt will benefit from the batteries that power EVs. Grid scale battery storage technology is still evolving, but in addition to the aforementioned metals, vanadium, zinc and lead are also likely to play a major role in the future of grid storage. Copper and aluminum will also see significant demand as power grids evolve." Bien sur le copper et le nickel seront aussi deux métaux en grande demande. Pour ce qui est de Cobalt27, le flux de cobalt de Voisey Bay m'apparait pas mal intéressant. A compter de 2021, KBLT va commencer à recevoir son cobalt qui va atteindre 1.9M de livres en 2024. Donc progressivement, les cash flows vont augmenter de cette source pour atteindre environ C $27 par livre en utilisant le prix d'aujourd'hui de C$33 la livre. Celà veut dire, plus de $50M par année pour ce flux seulement. Claude