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

Werde definitiv ordentlich nachlegen. Hoffe es dipt nochmal Richtung 0,60€.

Moin, es wird konkreter - die Unternehmenspräsentation auf der Homepage ist aktualisiert. Gute Nachricht, erstmalig mit konkreteren Eckdaten der Finanzierung (2,5 Mrd.US$). 500m$ potentiell aus Aktien (Samsung,Gouvernment funding, Minority interest sale), zumindest meine Lesart. Rest tax credits und Fremdfinanzierung. Schlechte Nachricht, Produktionsstart 1 Jahr auf Ende 2028 verschoben.

Oversubscribed Bought Deal at Canada Nickel & What It Signals for Large-Scale Nickel Financing Conditions Canada Nickel's oversubscribed C$15 million bought deal, with full exercise of the over-allotment option, underscores strengthening institutional appetite for large-scale nickel sulphide development amid tightening global supply conditions. The financing reflects a broader macro shift as Western capital allocators prioritize supply-chain security, low-carbon production, and jurisdictional safety outside Indonesia and China. Crawford's economics, after-tax net present value at 8 percent discount rate of US$2.8 billion, internal rate of return of 17.6 percent, and net C1 cost of US$0.39 per pound—provide the foundation for long-cycle value creation amid volatile nickel prices. The raise de-risks the company's 2026 permitting and financing milestones and positions Canada Nickel as a strategic candidate for downstream partnerships, offtake interest, and merger and acquisition optionality. Strategic shareholders including Agnico Eagle, Samsung SDI, Anglo American, and Taykwa Tagamou Nation provide technical validation and potential partnership pathways. https://www.cruxinvestor.com/posts/oversubscribed-bought-deal-at-canada-nickel-what-it-signals-for-large-scale-nickel-financing-conditions

https://x.com/canadanickel/status/1994051632787517617?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Why Carney’s Major Projects Office is more financier than regulatory accelerator Gaining leverage is at the core of Canada’s push with the Major Projects Office and the Liberals’ recent aggressive spending strategy. Canada faces challenges in securing critical minerals, particularly those dominated by China, impacting electric vehicle batteries, advanced manufacturing, and defense technologies. Mark Selby, CEO of Canada Nickel, had his Crawford Nickel Project referred to the MPO last week. The proposed mine near Timmins, Ont., is still in the regulatory process; Selby said he doesn’t expect the MPO to significantly speed that up. But he said simply being referred provides credibility with investors. “Most of the investors here are pretty focused on gold, silver and copper,” he said. “And so the rest of the periodic table doesn’t get attention — and that’s where most of these critical minerals are.” Canada Nickel has received a small amount of government funding to help get electricity to the site, but the government is so far not a major investor in the mine itself. Selby said being referred to the MPO is an endorsement from that gives them credibility with private sector investors, as they look for the funding to get the project underway and he also hopes it will open up some government funding for the mine. “Having this designation should put us in the express lane in terms of being able to be able to get this funding from what’s available,” he said. Selby said to develop critical minerals and counter China’s current dominance, governments may have to offer support https://www.thestar.com/politics/federal/why-carneys-major-projects-office-is-more-financier-than-regulatory-accelerator/article_cbeb9268-6941-4263-ad36-60d36bc91fa9.html

The strategic importance of mining nickel: Canada’s economic future at stake • Strategic Importance of Nickel: Nickel is crucial for clean technologies like electric vehicles and grid storage, making its secure supply essential for a resilient, low-carbon future. • Canada’s Advantage and Need for Self-Sufficiency: Canada has significant nickel resources but relies on volatile global markets, highlighting the importance of building self-sufficiency in strategic minerals. • Significance of the Crawford Project: The Crawford Project represents an opportunity to secure a reliable, low-carbon nickel supply, contributing to Canada’s clean industrial strategy. • Environmental Impact: Avoiding domestic mining does not eliminate environmental impacts; it shifts them to countries with potentially higher emissions and weaker regulations. • Economic Benefits: The Crawford Project offers significant economic opportunities for Northern Ontario and Canada, including job creation, investment, and the potential to move up the value chain in critical minerals. • Strategic Importance: A secure domestic supply of nickel strengthens Canadian industries, improves international negotiating power, and ensures that the value generated from natural resources benefits Canadians. https://www.thestar.com/opinion/contributors/the-strategic-importance-of-mining-nickel-canada-s-economic-future-at-stake/article_8de8c1c0-031a-4a86-9ee7-83d123ceae22.html

Und dafür soll es nur 10min gebraucht haben

Value of EV battery nickel second highest on record, cobalt at 30-month high https://www.mining.com/value-of-ev-battery-nickel-second-highest-on-record-cobalt-at-30-month-high/

Naja, wenigstens ist sie überzeichnet. Ein gutes Omen.

Canada Nickel Announces Bought Deal Private Placement is Oversubscribed and Fully Allocated http://www.newswire.ca/en/releases/archive/November2025/24/c3221.html

Bin gespannt, was an KE noch auf uns zukommen wird..... schätze schon einiges!

Vorerst zurück zum Start, wie es aussieht, mein Plan hat deutlich anders ausgesehen..... nun gut, vielleicht bekomme ich von meinem Papa einen Hunni zu Weihnachten, wieder 130 Aktien!

Mark Selby: Canada has to act before the critical minerals window closes If Canada wants to capture the full value found in Ontario’s critical minerals corridor, the nickel industry must act together https://financialpost.com/commodities/mining/canada-act-before-critical-minerals-window-closes

NOW - Canada PM Carney says AI data centres must be carbon neutral, by paying carbon credits, "We need a price on carbon, I salute my neighbor, the European Union, in pricing carbon and putting in place a CBAM." https://x.com/disclosetv/status/1992258797830873248?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Indonesia's Nickel Supply & The Global Price Slump: What the Market Sell-Off Signals for Investors Nickel prices are experiencing a bearish cycle driven by oversupply, primarily from Indonesia’s surge in production following a ban on raw ore exports. Despite Indonesia’s announced mining quota reductions, market skepticism remains due to past ineffective output reductions. While demand for nickel, particularly for EV batteries, is expected to grow, the current oversupply is suppressing prices, impacting cost curves and capital flows, and creating opportunities for Western sulphide projects with lower costs and geopolitical advantages. Canada Nickel’s Crawford project in Ontario’s Timmins region is a significant nickel sulphide development, offering a low-cost, low-carbon alternative to Indonesian laterite production. The project’s strategic value lies in its potential to diversify the nickel supply chain, aligning with Western industrial policy and automaker procurement trends. Despite near-term oversupply risks, Crawford’s long-term prospects are bolstered by its cost structure, carbon sequestration capabilities, and support from strategic shareholders. https://www.cruxinvestor.com/posts/indonesias-nickel-supply-the-global-price-slump-what-the-market-sell-off-signals-for-investors

Vanthof ties issue of Hwy. 11 to Crawford nickel project • Highway 11 Safety: The New Democrat MPP for Timiskaming-Cochrane, John Vanthof, is urging the government to fix Highway 11, which has been closed 30 times this year between North Bay and Cochrane. • Highway 11 Importance: Vanthof points out that Highway 11 is part of the Trans-Canada Highway and is the route to Crawford, which was recently added to the federal government’s list of nation-building projects. • Highway 11 Economic Impact: Vanthof also notes that the region is home to major employers like Agnico Eagle, the Detour Lake mine and Alamos Gold. https://www.mykaphearstnow.com/54592/news/government-of-ontario/vanthof-ties-issue-of-hwy-11-to-crawford-nickel-project/