FOLLOW or TAKE LEAD ?Junior's can sit back watch on as Govt's form partnerships with
foreign manufacturers.... and take more private control.
Promised giga factories, car manufacturing,
all with forward dates with promised billions.
One ceremoney after another.... and as the years roll past,
so do the goal posts...inching ever so closer to, 2030.
Have to hand it to Mark Selby,
proactive, presently overseas, looking for forward contracts.
Has Govt's found Canadian critical juniors any contracts ?
Which is all the more reason for juniors to, step it up a notch.
While Anglo American ( noted for plat group mining )
is in retreat, looking for cost reductions, the market is silently
shifting toward hydrogen.
Here is where
knowledge base will excel over sit back and relax.
Every company is different and so is it's leadership.
ELECTROLIZERS Alkaline or PEM
= both use cathode / anode ( plat group )
Platinum, in conjunction with iridium, is used as a catalyst in PEM electrolyzers, which use a solid polymer electrolyte, one of the two leading electrolysis technologies available in the market. Robert Friedland knows this company. ITOCHU ( invested in Ivanhoe mines )
https://www.itochu.co.jp/en/news/press/2021/211008.html ITOCHU invested in, Everfuel ( hydrogen gas )
Which involves Nelhydrogen ( fueling stations )
https://nelhydrogen.com/articles/hydrogen-fueling/copenhagen-gets-a-new-nel-fueling-station/ Not cold cryogenic stored hydrogen.
Rather very similar to my idea.
Electrolyzer station.
Compact.
Produces hydrogen gas inwhich pumps hydrogen into car.
Car has preasurized tanks.
Rollouts ( hydrogen fuel stations ) are happening across Europe.
What's really impressive ? Michigan USA
“We are thrilled to welcome Nel Hydrogen and its new gigafactory to Southeast Michigan,” says the Governor of Michigan, Gretchen Whitmer. September 26, 2023 - Oslo, Norway) Nel has selected Plymouth Charter Township, a suburb of Detroit, Michigan, as the location for its next gigafactory. Fully developed, the factory will be among the world’s largest electrode manufacturing facilities, with a total annual capacity of 4 GW Alkaline and PEM technology. https://nelhydrogen.com/press-release/nel-asa-nel-has-selected-plymouth-in-michigan-for-its-next-gigafactory/ How many countries in the world ?
How many fuel stations ?
And there is where Wellgreen's plat group, nickel, cobalt should be assigned.
Hydrogen electrolyzer fuel stations.
Or.... sit back, exercise more shares, tinker with drilling, tinker with wrong extraction
and milk the shares like no tomorrow while believing the EV forward
contracts the Govt is signing that is always 3 - 5 yrs out like the carrot
in front of the donkey.
Those types of contracts have placed canadian juniors at a compromise.
All backwards.
What should be ?
Supporting/Funding mining projects to come online - firstly,
then inking manufacturer deals.
Gov't inking deals with foreign car manufacturers points to,
foreign manufacturers sourcing metals on own - outside canada.
Which is why Mark Selby deserves an, A+
for at leasting " going to seek out " their own forward contract.
Isn't Stew ( ncp prez ) once a concentrate seller for Vale ?
One would never know looking at out 2023 pfs.
Cheers....