Jervois Global WKN: 867183 ISIN: AU000000JRV4 Kürzel: IHS Branche: Rohstoffe, Industriemetalle, Bergbau

GM bezieht vertraglich Kathodenmaterial in den nächsten 10 Jahren im Werte von 19 Milliarden Dollar von LG für Nordamerika!!!

Hier ging ja richtig was

https://www.marketscreener.com/quote/stock/JERVOIS-GLOBAL-LIMITED-10353059/news/Jervois-Global-Limited-Quarterly-Activities-Report-to-30-September-2023-45152443/

Und noch eine: Jervois beginnt mit erstattungsfähigen DoD-Bohrungen im Sunshine des ICO https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4Qy6zxCZquVvke92GA%3D%3D Highlights: • Jervois commences US$2.4 million surface drilling campaign at Sunshine deposit, fully-refundable by the United States (“U.S.”) Government per the previously announced Department of Defense (“DoD”) Defense Production Act (“DPA”) Title III US$15.0 million funding agreement • Sunshine is an historic resource adjacent to Jervois’ 100% owned ICO deposit; work will focus on delineating it to modern geological standards • ICO’s mineral resource and reserve is the largest and highest grade confirmed cobalt orebody in the U.S. • Cobalt is a critical mineral as declared by the U.S. Government due to cobalt’s defense, military and energy transition applications

Jervois commences U.S. cobalt refinery site selection; costs refundable by U.S. Department of Defense Highlights: • Jervois commences a US$0.3 million site selection process (“Site Selection”) for its proposed cobalt refinery in the United States (“U.S.”), as the first stage of preparing a bankable feasibility study (“BFS”) for the refinery • BFS (including Site Selection) is fully-refundable by the U.S. Government via the previously announced US$15.0 million Department of Defense, Defense Production Act Title III funding agreement • Site Selection will consider technical, operational, environmental and safety parameters to underpin the long term competitiveness of a U.S.-located cobalt refinery, together with U.S. Government investment frameworks and incentives at the local, state and federal levels • BFS will be based on the flowsheet, initial engineering, environmental assessment and other BFS sections already developed by Jervois Finland and AFRY Finland Oy for the expansion in capacity of Jervois’ Kokkola operations which has been paused in favor of the proposed U.S.-located refinery • Cobalt is a critical mineral as declared by the U.S. Government due to cobalt’s defense, military and energy transition applications https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4Qy6zxGZquVvke92GA%3D%3D

Richtig, habe mir den Bericht auf Stockwatch (deutsch) durchgelesen und stimmt mich echt positiv. On Top hat vor drei Tagen AustralienSuper noch mal nachgelegt.

Der Quartalsbericht zum 30.06.: https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4Qy%2ByheZquVvke92GA%3D%3D Sieht für mich nach Stabilisierung aus.

Mal schauen, wo die Reise jetzt hingeht...

Das mit dem Boden hast Du ganz gut getroffen, denn jetzt hat mit AustralianSuper ein richtiger Player zugegriffen, wohl der grüßte Australische Rentenfonds.

Jetzt müssten wir den Boden aber wirklich gefunden haben...

Oh weia!!!

Schon wieder den Handel ausgesetzt!

Unbesicherte Wandelanleihe im Wert von 25 Mio. US-Dollar, gezeichnet von ANREO im Wert von 25 Mio. US-Dollar Highlights: • Agreement to issue US$25 million of Unsecured Convertible Notes, with a 40% conversion premium to TERP1 on the Entitlement Offer, carrying a 6.5% p.a. coupon, maturing in July 20282 • In parallel Jervois has launched a fully underwritten 1 for 3.34 accelerated non- renounceable entitlement offer (“Entitlement Offer”) to also raise additional US$25 million • Under the Entitlement Offer, AustralianSuper (Jervois’ largest shareholder at 18.5%) has committed up to US$11.7 million, potentially increasing its shareholding in the company to up to 25.0% • Mercuria (Jervois’ second largest shareholder at 9.9% and lender) has committed to taking up its full entitlement under the Entitlement Offer • Jervois Directors and Executive Management to invest a further US$0.7 million under the Entitlement Offer • Strong balance sheet with pro-forma cash of US$65 million at completion of the capital raising, and after near term debt repayments of over US$20 million https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSTYM4Q66wBmZquVvke92GA%3D%3D

Das wird hier noch ein laaanger Weg.

Im HC gehen sie von einer KE aus. Das hat uns noch gefehlt.