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Bullboard Post History

by thenorthvanman


T.S

RE:Cobalt

It is a larger operation. 33k tonnes is only a little over half of namplate...

May 17, 2021

T.S

RE:RE:RE:Partner for Upgrading Tech?

Plants use imput energy.......the sun.

May 12, 2021

T.S

RE:RE:We are a simple company now.

What defines decent size? I have about 350K

April 27, 2021

T.S

Trafigura bets on green nickel squeeze

https://www.bloomberg.com/news/articles/2021-04-20/trafigura-bets-on-green...

April 20, 2021

T.S

Nickel oversupply concerns fading

https://la1ere.francetvinfo.fr/nouvellecaledonie/nickel-pourquoi-les-projets...

April 20, 2021

T.S

Cuba not a priority

https://oncubanews.com/en/cuba-usa/changing-cuba-policy-is-not-a-priority-for...

April 19, 2021

T.S

RE:RE:RE:RE:RE:RE:Cobalt Supply

Like Giga, the project is giant, bulk, low grade deposits. They require...

April 18, 2021

T.S

RE:RE:RE:RE:Cobalt Supply

PR has worked wonders for juniors like CNC even though their project is junk....

April 18, 2021

T.S

RE:RE:Cobalt Supply

Sherritt needs to fire their PR team. Complete failure to communicate its...

April 18, 2021

T.S

RE:And in other news

Ultium batteries to be produced in Ohio are an NMCA formulation with almost...

April 16, 2021

T.S

And in other news

https://www.theverge.com/2021/4/16/22387129/gm-lg-tennessee-ultium-battery...

April 16, 2021

T.S

EU Ni demand for EVs going parabolic

Europes nickel consumption in passenger EV batteries up 81% YoY in 2019 and...

April 16, 2021

T.S

Tsingshan propaganda?

https://stockhead.com.au/resources/carefully-scripted-propaganda-why-chinas...

April 16, 2021

T.S

RE:RE:RE:Coincidentally, LFP news top story on CNBC this morn

Cyclical life of NMC and NCA has been getting steadily better. Single crystal...

April 12, 2021

T.S

RE:Coincidentally, LFP news top story on CNBC this morn

That IP fight was for ternary batteries not LFP.

April 11, 2021

T.S

RE:RE:RE:I guess I am the only one stressed out by LFPs

Honestly, I don't think consumers in the west will take well to the LFP...

April 10, 2021

T.S

High volume VWs to be high Mn cathodes likely 50% Ni

https://www.idtechex.com/en/research-article/volkswagens-long-term-high...

April 10, 2021

T.S

RE:I guess I am the only one stressed out by LFPs

BYD just announced that they are going exclusively LFP.

April 10, 2021

T.S

Chinese Ni ore inventories continue to decline

BMO: niickel ore inventory at Chinese ports continues to drop, w/ SMM...

April 7, 2021

T.S

RE:RE:Nickel deficit to emerge in 2021: UBS

They project the deficit emerging this year. Also, the EV revolution is...

April 5, 2021

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