Author stories Proactiveinvestors Author stories RSS feed en Thu, 22 Feb 2018 19:07:37 +0000 Genera CMS (Proactiveinvestors) (Proactiveinvestors) National Milk Records ups growth ante with added value tech Thu, 22 Feb 2018 11:21:00 +0000 Ethernity Networks programmable cloud-based data platform selected by Chinese firm Thu, 22 Feb 2018 09:58:00 +0000 Serco calls for new dialogue on public service provision after Carillion as profits slump Thu, 22 Feb 2018 08:31:00 +0000 Sareum Holdings: Pre-clinical data for new cancer combination to be presented to US peers Thu, 22 Feb 2018 13:20:00 +0000 Avingtrans' Hayward Tyler arm wins largest order yet from Korean nuclear giant Wed, 21 Feb 2018 08:33:00 +0000 Eco (Atlantic) passes on first seismic data from Orinduik to Total Wed, 21 Feb 2018 08:16:00 +0000 Rainbow Rare Earths starts to ramp up production in Burundi Wed, 21 Feb 2018 13:31:00 +0000 Tlou Energy rockets on huge uptick in gas reserves in Botswana Tue, 20 Feb 2018 11:54:00 +0000 Augmentum Fintech to raise £100mln to cash in on Europe's financial disruption Tue, 20 Feb 2018 08:13:00 +0000 Diversified Gas & Oil slashes debt costs with new loan facility Tue, 20 Feb 2018 07:37:00 +0000 KIBO Mining update on Tanzania asset and its new energy-based profile Louis Coetzee, CEO of Kibo Mining PLC (LON:KIBO ) brings Proactive right up to date on the latest PPA developments at its flagship Mbeya project in Tanzania as well as explaining Kibo's 'cookie-cutter' approach to new sites in Africa, leveraging its existing strong mining knowledge.
Kibo is focussed on realising value from the Mbeya Coal to Power Project (MCPP) (formerly known as Rukwa Coal to Power Project) as well as transforming itself from a simple resources outfit to a company which is now building a strong energy portfolio.

Fri, 08 Dec 2017 13:24:00 +0000
Zak Mir: Petra Diamonds has support up to 118p As long as it stays above 100p Petra Diamonds PLC (LON:PDL) has potential to rally as high as 118p, the 50-day moving average, says technical analyst Zak Mir.

Mon, 24 Jul 2017 15:17:00 +0100
Jersey Oil and Gas PLC's Lansdell believes Verbier is a 'material project' Ron Lansdell, Jersey Oil and Gas PLC’s chief operating officer, explains to Proactive just why the market is so excited about its forthcoming Verbier well.
Jersey has just upgraded its resource estimate for the North Sea project following additional work by its competent person, consultant ERC.
Statoil will drill the well in the summer and Lansdown says having such a world class operator as a partner underlines how material the project may become.
"We are confident about the North Sea and hopefully will find an excellent sized resource that can be developed a standalone project."

Thu, 30 Mar 2017 13:35:00 +0100
Frontier Resources crossing new boundaries with switch into healthcare "We are helping women who can’t conceive and currently have no help," says Concepta Diagnostics chief executive Erik Henau.

Concepta is reversing into cash shell Frontier Resources (LON:FRI) with investors in the former receiving just over £3mln, mostly in paper.

At the same time Frontier, which is being renamed Concepta PLC, is raising £3.5mln via a placing of new stock.

The newly-listed company already has regulatory approval for the launch of its MyLotus fertility monitoring device for China, a potentially huge market for the company with four million women each year affected by unexplained infertility says Henau.

Thu, 07 Jul 2016 12:46:00 +0100
Holes easy to spot in government's electric car promise Wed, 26 Jul 2017 15:28:00 +0100 BT's vices at risk of turning into habits Fri, 28 Jul 2017 10:24:00 +0100 Morrison's and McColl's put Tesco under the spotlight with 'win-win' combination Tue, 01 Aug 2017 15:06:00 +0100 Redx Pharma's AIM return might be a rare happy ending to administration Mon, 06 Nov 2017 14:18:00 +0000 Today's Market Review - Battery Raw Material Review, Outlook – SP Angel Commodity Research Book Battery Raw Material Review, Outlook – SP Angel Commodity Research Book

Click here for PDF

Electric Revolution driving lithium dreams and cobalt nightmares

  • Anti-pollution legislation and responsible social trends are driving structural change in automotive and energy markets.
  • Consumers and industry are driving growth in electric vehicles and in new energy efficient technologies.
  • The Paris Agreement should help financing and technological innovation to enhance green infrastructural capacity to slow destructive environmental damage.
  • Electric vehicles, LEDs and other new technologies are generating demand for novel raw materials driving exploration and development along the entire global supply chain. The coming decades will see a decline in the terminal value of energy and a broad upheaval in electromobility.
  • The rapid advance of “black box” proprietary technologies and transformative new supply have the potential to disrupt traditional commodity markets.
  • The attached report examines the fundamental metals crucial to the green revolution and presents the relevant supply / demand data for our analysis.

Key findings from the report;

  • The IMF forecast global GDP growth 3.7% and 3.8% into 2017 and 2018 respectively on the back of rising global investment and positive sentiment toward industrial production, manufacturing and trade. Positive global trends highlight favourable economic conditions and a supportive environment for commodities.
  • The Paris Agreement and subsequent ‘One Planet Summit’ are creating supportive legal and financial declarations to drive energy capacity from renewable and nuclear sources above 50% global total by 2040.
  • EV30@30 campaigns redefine ambitious goal of 30% market share for electric vehicles, significantly boosting demand for energy capture, storage and delivery infrastructure and associated raw materials.
  • Innovate and competing technologies are creating rapid demand for battery chemistries to generate maximum energy density.
  • Commercialisation of closed-loop multi-metal recycling of batteries represents a fundamental new industry with significant revenue potential.
  • Copper: Long-term supply concerns are driving tightening market conditions for copper as continued demand from power and construction are boosted by electro mobility.
  • Nickel: Despite strong innovative demand from battery-technologies, market hype is exaggerated with current consumption at only 3% and dominated by stainless steel. However, sustained investment in sulphide exploration and processing is required to maintain strong production. Technological trends toward higher nickel ratio nickel-manganese-cobalt (NMC) batteries will only exacerbate consumption.
  • Lithium: Consumption is expected to swell over three-fold over the next decade across renewable energy and electromobility sectors. However, the number of new projects seeking finance for development could easily place the market in oversupply, with large, established producers able to manipulate output. Brine production will control majority supply with expected China chemical conversion capacity bottlenecks generating competitive spodumene market with a strong focus on quality.
  • Cobalt: LME probe into ethical, inelastic supply from the DRC is expected to increase the strain on transparent, responsible mining operations and new Australian and Canadian projects. Rapidly rising high-grade premium pricing is elevating the risk of substitution in next-generation lithium-ion batteries. 
Wed, 20 Dec 2017 13:51:00 +0000
Paysafe and Worldpay deals suggest change is afoot for way we buy things Fri, 21 Jul 2017 14:47:00 +0100 Track record of Carillion et al does not bode well for HS2 Mon, 17 Jul 2017 11:44:00 +0100 Big plot twist lies ahead in Game of Bitcoin Tue, 18 Jul 2017 10:30:00 +0100 Remember the past when you cash your Lloyds Bank dividend Wed, 19 Jul 2017 12:44:00 +0100 Much to ponder for GlaxoSmithKline's new boss Thu, 20 Jul 2017 14:50:00 +0100