Canada Nickel Company WKN: A2P0XC ISIN: CA13515Q1037 Forum: Aktien Thema: Hauptdiskussion

Nachdem die FID auf nächstes Jahr verschoben wurde, kommt das wenig überraschend. Hat aber keine Gründe weil plötzlich Zweifel am Projekt sind, sondern das geht sich einfach nicht aus und das liebe Geld will auch aufgestellt werden. Da kommen mir so Abnahmeverträge, wie gestern, sehr recht. Hier kommt noch eine Lawine an Meldungen auf uns zu. Die erste richtig wichtige ist die Baugenehmigung von Canada, dann die 600 Millionen die uns fehlen, spannend wird vielleicht die Höhe der KE um Geld einzubringen...... das wird ein super Projekt!!!!

Moin Rudi, danke für die Updates. Ich lese mal auch bei dir etwas Ungeduld zwischen den Zeilen raus. Die Genehmigung und ein Aktionärsfreundliches Finanzierungspaket sind zeitnah willkommen!

• Company Overview: Canada Nickel Company is a Canadian mining company developing the Crawford Nickel Sulphide Project in Ontario. • Company Focus: The company aims to supply nickel and cobalt for the EV and stainless steel markets, with a focus on lower-carbon production. • Industry Trends: Nickel is gaining importance due to its role in critical minerals, supply chain resilience, and industrial policy. • Indonesia’s Dominance in Nickel Market: Indonesia controls over two-thirds of the global nickel supply, impacting prices and prompting a shift towards maximising value. • Strategic Importance of Nickel: Nickel is crucial for various industries, including defence, and its demand has been steadily increasing. • Crawford Project Significance: The Crawford project, nearing completion, is considered a nation-building initiative, potentially influencing its development trajectory. • Project Timeline: Final permitting decision expected in early summer, financing by early next year, construction decision next year, and groundbreaking by October 2027. • Project Significance: A $2 billion capital project, potentially the largest nickel sulphide operation in the Western world, with a focus on low emissions. • Government Support: Identified as a nation-building project, receiving assistance with permitting and financing, and awaiting government funding to support a final construction decision. • Nickel Ore Types and Emissions: Laterite nickel ore requires energy-intensive processing, leading to high CO2 emissions, while sulphide nickel ore is less energy-intensive and offers a significant emissions benefit. • Challenges in Canadian Mining: Historically, Canada has faced challenges in converting resource potential into operating mines, partly due to capital markets favouring traditional commodities like gold, silver, and copper. • Genuine Indigenous Engagement: Genuine engagement with Indigenous communities in critical minerals projects involves early, open, and sincere interaction, aiming for mutual benefits and going beyond mere compliance. • Indigenous Consultation Importance: Indigenous consultation is a core part of Canada’s permitting process. • Community Involvement: Communities are involved in generating sections of the impact assessment report. • Project Progress: Communities control the pace of project progress based on trust and information. https://www.investmentreports.co/interview/mark-selby-2378