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

Das war lange Zeit mein größtes Bedenken, der niedrige Erzgehalt.....es wird einfach mit größeren Maschinen gearbeitet. Bei Gold sind jetzt auch Minen hoch rentabel mit Erzgraden unter 1 Gramm/t und da ist nicht nur der attraktive Goldpreis daran schuld, die haben Abbaukosten von unter 1000 Dollar die Unze. Hier ist die strategisch günstige Lage einfach hervorragend, nicht im Gebüsch, neben dem Highway und der Stromversorgung.

Hab mir das Video zusammenfassen lassen: https://g.co/gemini/share/4f627b7a20b9

Mark Selby Discusses Canada Nickel with Chris Thompson of eResearch https://m.youtube.com/watch?v=eZaiYMiJjx0

Indonesian Nickel Cost Floor Has Risen by Nearly $5,000 Per Tonne But Pr... https://youtu.be/BKmsLIXlQVQ?is=PHJoFoY8a4kDuURr

Indonesia bets on nickel levy to break its China habit New nickel export tax is Indonesia’s boldest move yet to cut Chinese smelter dependence and climb the global value chain • Nickel Export Levy: Indonesia plans to implement an additional export levy on processed nickel products, including nickel pig iron, ferronickel, and potentially nickel matte. • Policy Objective: The levy aims to reduce dependence on Chinese smelters, address global market oversupply, and encourage the production of higher-value nickel products for the electric vehicle battery ecosystem. • Economic Impact: The policy seeks to safeguard the value of Indonesia’s nickel resources, boost state revenue, and mitigate the negative impact of low nickel prices on the country’s economy. • Tax Structure: Progressive tax linked to London Metal Exchange nickel prices, starting at 2% when prices are between $15,000 and $16,000 per ton. • Fiscal Motivation: Indonesia faces mounting fiscal pressures due to a weakening rupiah, making the nickel sector a crucial source of revenue. • Revenue Potential: With an average 5% tariff, the levy could generate 6.78 trillion rupiah annually, potentially rising to 13.57 trillion rupiah during commodity upcycles. • Resource Conservation: The policy aims to prevent the depletion of high-grade nickel reserves by discouraging excessive extraction and export of low-value products. • Industrial Shift: The policy encourages a transition from resource extraction to high-value processing, particularly in the EV battery supply chain, by redirecting investments towards hydrometallurgical technologies. • Investment Landscape: The policy creates a disincentive for investments in nickel pig iron smelters and attracts investments in high-value production, particularly from China. • Indonesia’s Nickel Dominance: Indonesia holds 42.3% of global nickel reserves, granting significant bargaining power and shifting focus to investment quality, particularly in technology transfer and environmental compliance. • Nickel’s Role in Energy Transition: Nickel is a geopolitical asset for Indonesia, potentially positioning it as a hub for EV battery manufacturing in Southeast Asia, enhancing energy independence. • Economic Impact of Nickel: The nickel industry is a key driver of Indonesia’s economic growth, contributing 10.5% of GDP and sustaining a trade surplus for over 69 months. https://asiatimes.com/2026/04/indonesia-bets-on-nickel-levy-to-break-its-china-habit/

Budget signals commitment to Northern growth and jobs, says Pirie Funding for mining exploration was also increased by $10 million through the Ontario Junior Exploration Program (OJEP). “The world right now is all about hard assets and we’re focused on that,” said Pirie. “We have them, so putting money back into infrastructure programs so we can get those assets out of the ground is incredibly important.” He said the government has a focus in the budget on critical minerals and mining in the budget. It includes the $500 million Critical Mineral Processing Fund, which is expected to help fund processing infrastructure like Canada Nickel's Crawford project — a proposed net-zero nickel mine — and $117 million into the Ontario Research Fund-Research Infrastructure to build critical mineral, manufacturing and technologies facilities. https://www.timminstoday.com/local-news/budget-signals-commitment-to-northern-growth-and-jobs-says-pirie-12077515

Moonshot puts global metals scramble on display Canada Nickel Nickel and cobalt used in superalloys and energy systems draw on operations run by Glencore (LSE: GLEN) and Vale (NYSE: VALE), including Voisey’s Bay in Labrador and Raglan in northern Quebec, which feed high-temperature alloys required for propulsion systems. Canada Nickel (TSXV: CNC) is advancing its Crawford nickel-cobalt sulphide project near Timmins, Ontario, one of the world’s largest nickel sulphide deposits, positioned to supply high-quality, low-carbon nickel used in heat-resistant alloys and advanced industrial applications, the company says. Sehr fluffy aber immerhin https://www.mining.com/moonshot-puts-global-metals-scramble-on-display/

#Nickel is caught between macro headwinds and emerging supply-side tightening, with recent price action reflecting a transition from a comfortable surplus toward a more fragile balance. 1/ On the macro side, the Mid East conflict supports elevated oil prices & freight costs, reinforcing inflation risks and delaying a rates easing. This has weighed on the broader base metals complex, limiting #nickel’s ability to fully reflect improving supply-side dynamics 2/ Beneath this macro pressure, however, #nickel is increasingly being reshaped by raw materials constraints, particularly from Indonesia’s tightening policy stance and rising sulphur-related costs 3/ https://x.com/andreahotter/status/2037580107947094060?s=46&t=CND_DF6ErYtM-d_GnIoKqA

SMM Stainless Steel Flash] Canada Nickel Embeds Carbon Capture to Pioneer Net-Zero Mining at Crawford https://news.metal.com/newscontent/103825711-SMM-Stainless-Steel-Flash-Canada-Nickel-Embeds-Carbon-Capture-to-Pioneer-Net-Zero-Mining-at-Crawford

Nickel Spikes After Indonesia’s President Approves Export Tax Nickel prices jumped after the world’s largest producer Indonesia agreed to tax outbound shipments of the battery metal. Futures climbed as much as 2.7% on the London Metal Exchange after Finance Minister Purbaya Yudhi Sadewa said President Prabowo Subianto had approved tariffs for coal and nickel exports on Wednesday. Discussions were still underway on specific tax rates, according to the minister. https://www.bloomberg.com/news/articles/2026-03-25/nickel-spikes-after-indonesia-s-president-approves-export-tax?embedded-checkout=true

Da ist das hier ein Geschenk dagegen..... mit ein bisserl mehr Risiko behaftet!

das ist es ja, was mich schmerzt …

Na servas, dort kaufst aber auch nicht den Euro für 50 Cent!

Gute Wahl, Streamer find ich auch spannend, gestern hab ich mal bei Wheaton zugelangt. Kurse um 100 waren zu verlockend

Franco Nevada - mein derzeitiger Kaufkandidat - konservativ, kein Miner, handelt mit Rohstoffen, besitzt Erschließungsgebiete, wirtschaftet solide, kein Capex, leider (zurecht) hoch bewertet - durch den Goldrutsch etwas erträglicher

Heute zum ziemlich Tiefststand gekauft - hoffe das war es Aber bei Trump weißt es nie