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

War leider Nix

Heute 20 Uhr unserer Zeit verbreitet Carney in welche Projekte Canada investiert - hoffen wir mal CNC ist dabei!!!

Mal ein bisserl was zum Lesen, ich bin ja über dieses Projekt gar nicht so sehr im Bilde, doch scheint es mir, wir haben eine dicken Fisch an der Angel! https://www.cruxinvestor.com/posts/why-canada-nickel-company-stands-out-in-a-challenged-critical-minerals-market#:~:text=Blue%2Dchip%20investors%20including%20Agnico%20Eagle%20(10.4%25)%2C%20Samsung,for%20late%202027%20as%20market%20fundamentals%20improve.

Nope, kenne ich nicht!

Ich hab noch bei Fireweed zugelangt. Habt ihr hierzu auch ne Meinung ?

Dann maschiere ich auch mit.

Wir müssen ja hier auch im Gleichschritt erfolgreich sein!

Hab heute auch wir gesagt was gekauft - jetzt kann es wegen mir los gehen

Mir kommt das ganze Projekt schon sehr konkret vor.... so konkret, dass ich immer wieder ein paar Krösuse springen haben lassen, um hier nichts zu verpassen!

So, bin Dank Rudi mal wieder dabei. 😀 Eigentlich hat sich an meinem EK nichts geändert, wie seit zwei Jahren. Bin im Grunde wieder eins zu eins rein.

Ich denke ich werde heute noch etwas nachlegen 😗

Canada rallying G7 countries around a new critical mineral alliance • Critical Minerals Alliance: Canada to announce a new alliance with G7 countries to secure critical minerals. • Canada’s G7 Strategy: Securing transparent, democratic, and environmentally responsible critical minerals is a central outcome. • Government Support for Decarbonization: Federal government using public funds to back industrial decarbonization efforts, such as CO2 removal projects. • NorthX Investment: NorthX Climate Tech is investing $3.4 million in four Canadian carbon removal ventures. • NorthX Funding: NorthX has invested $45 million in over 70 projects, creating 870 Canadian jobs, with every dollar of government investment generating over $30 in economic activity. • Energy Efficiency Conference: Montreal will host the 11th International Energy Agency conference on energy efficiency. https://www.ctvnews.ca/politics/article/canada-rallying-g7-countries-around-a-new-critical-mineral-alliance/

Been running many scenarios through AI in regards to the NetCarb announcement. Maximizing the potential for carbon sequestration is very capital intensive but has some interesting synergies with carbon capture/reutilization and waste heat reuse. The total project costs are enormous but in the end would provide intriguing economics. Lowest quartile costs in 4 of the 6 end products and surprising resiliency in the face of commodity swings because the diversity of end products between metals, energy, construction and fertilizer. Extremely ambitious but aligns great with not only climate goals but self sufficiency and economic resilience. Even did cross comparisons between the Crawford integrated industrial cluster and current market producers for each product in Asia, North America and Europe. Mr.Selby certainly has a big vision.

Wie kann ich die Artikel richtig interpretieren wenn das Englisch nicht ganz mitmacht..... und Übersetzer sind auch eine Sache für sich

Round 2: Canada Nickel Company (CNC.V) - A Complete Asset Portfolio Review CNC Holds Assets With $10b+ Upside Within The Timmins Region https://substack.com/home/post/p-177267448

Canada Nickel: Positioning for the Next Nickel Supercycle Canada Nickel's Crawford Project ranks as the world's second-largest nickel reserve with robust economics: US$2.8 billion after-tax NPV and 17.6% IRR, targeting first production by end-2027. The company delivers an 89% carbon advantage versus industry average (2.3 vs 34 tonnes CO₂ per tonne nickel equivalent), positioning it as a premium supplier in ESG-focused markets. First-quartile cash costs of US$0.39 per pound provide substantial margin protection amid Q4 2025 oversupply pressures affecting global nickel markets. Strategic backing from Agnico Eagle, Samsung SDI, and Anglo American validates the Timmins Nickel District's potential to become one of the world's largest nickel sulphide camps. Recent drilling at Midlothian confirms district-scale expansion potential with intercepts of 449 meters at 0.29% nickel, with initial resource estimate expected by year-end 2025. https://www.cruxinvestor.com/posts/canada-nickel-positioning-for-the-next-nickel-supercycle