Avalon Advanced Materials advances forward towards becoming a lithium producer

As I was having my morning coffee today I came across some quite incredible news. The world’s largest lithium miner Albemarle stated that they expect there will be a massive shortage of lithium this decade. The report stated that “global lithium demand should hit 3.7 million tonnes by 2030.” Given that the total lithium market was only at about 370,000 tonnes pa in 2020 that would mean a 10x increase in demand this decade. Albemarle expects an 800,000 tonne lithium deficit by 2030 with lithium prices staying high. Albemarle CEO Norris stated: “Incentivizing industry to fill this gap requires strong long-term pricing”.

This got me thinking about who will be the next lithium miners to help meet this huge demand for lithium. Perhaps it will be Avalon Advanced Materials Inc. (TSX: AVL | OTCQB: AVLNF) (“Avalon”).

Avalon 100% owns the advanced stage Separation Rapids Lithium Project in Ontario, Canada as well as the Lilypad Cesium-Tantalum-Lithium Project also in Ontario.

Separation Rapids predominant lithium ore is petalite which contains 4.5% Li2O and is extremely pure. Petalite ore is already successfully being mined in Zimbabwe to supply the lithium ceramics industry. Avalon state on their website that they have “developed a process flowsheet to make lithium hydroxide from its petalite. The potential for production of high-grade lithium hydroxide (99.9%) was demonstrated through laboratory test work performed in 2015 and defined in a Preliminary Economic Assessment filed in 2016.”

Source: Avalon company presentation

Avalon continues to be somewhat under the radar despite having an MOU to supply LG Energy Solution Inc. (“LGES”) and plans to build a lithium hydroxide refinery in Thunder Bay, Ontario, Canada.

LGES is one of the leading global manufacturers of lithium-ion batteries for electric vehicles, mobility, IT, and energy storage systems.

Avalon’s agreement with LGES is to supply battery-grade lithium hydroxide starting in 2025. That suggests that LGES has good confidence in Avalon’s potential to make it to production. The MOU would see Avalon commit, for five years initially, to provide LGES with at least 50% of its planned initial lithium hydroxide production from its Thunder Bay JV refinery (planned 20,000tpa capacity), with the potential to increase production as demand grows.

The Thunder Bay lithium refinery would be designed to accept lithium concentrate material from both Avalon’s Separation Rapids Project and other new projects in the region. In a January 10, 2023 regulatory filing Avalon stated:

“Essar failed to confirm their interest in finalizing an agreement with Avalon and the Company is now pursuing agreements with other potential investing partners including LG Energy Solution (“LGES”)……..This agreement with LGES (when it gets finalized) will involve providing initial financial and development support for building a lithium refinery in Thunder Bay, Ontario that will be designed to accept lithium minerals concentrates, not only from Avalon’s Separation Rapids Lithium Project north of Kenora, ON, but also from other aspiring new producers from the many lithium pegmatite resources that occur in northwestern Ontario. It will operate as a separate private business, called Avalon Lithium Inc., a newly established Avalon subsidiary in which LGES would potentially become a co- owner, when they finalize a formal agreement.”

Avalon also has an off-take agreement with a major non-Chinese international glass ceramic manufacturer to supply petalite concentrate from Separation Rapids for the glass-ceramics market.

The next steps for Avalon include a winter drilling campaign (deeper drilling at Separation Rapids main lithium pegmatite resource known as the Big Whopper), completing Feasibility Study-level cost estimates, project engineering and pilot plant work to optimize lithium battery materials process flowsheet & costs for the refinery and confirm the location for the refinery on a vacant industrial site in Thunder Bay. Also to complete environmental assessments and project permitting. Beyond that Avalon plan to begin small scale commercial operations with sales of petalite and mineral by-products while the new battery materials refinery is constructed ready for production in 2025/26, all going well.

Avalon Advanced Materials ticks many boxes for investors. Great lithium assets in Ontario Canada, supportive local, state and Federal governments, and a preliminary agreement to work with a multi-billion dollar company such LGES to establish a lithium supply chain in Canada. All at a time when it appears lithium will have a great decade. Execution risks to achieve lithium production remain high, but should de-risk with each successful step along the way. What’s not to like with Avalon Advanced Materials on a market cap of C$68 million.

InvestorIntel plans to have some interviews in 2023 with CEO Don Bubar to get an update on how the Company’s plans are progressing.

The Critical Minerals Institute Identifies the 14 Most Elusive Critical Minerals in the World and Launches New Website

Toronto, January 18, 2023 – The Critical Minerals Institute, which was founded for education, collaboration, and to provide professional opportunities to meet the critical minerals supply chain challenges, is pleased to announce it has published a hit list of the 14 critical minerals common to all the official American, Canadian, Australian, British and European critical minerals lists. Published on the new CMI website at CriticalMineralsInstitute.com, the Critical Minerals list was compiled by CMI Board member Alastair Neill and may be accessed in the CMI Library.

The Critical Minerals Institute (CMI) is an international organization for critical mineral companies and professionals designed to address relevant issues relating to the establishment of secure supply chains from mine to manufacturing in not just rare earths but all 50 mineral commodities identified by the United States Geological Survey that are “critical to the U.S. economy and national security after an extensive multi-agency assessment.” These critical minerals are required not just for battery materials and electric vehicles, but also for future green technologies and energy production.

“The CMI’s website is a go-to resource for critical minerals news and information,” said Critical Minerals Institute Founder Tracy Weslosky. “It will bring together leading companies, investors, government agencies and industry experts interested in exciting new opportunities in securing domestic supply chains.”

The CMI’s 14 Most Elusive Critical Minerals Hit List includes the following critical minerals:

  1. Antimony (Sb)
  2. Bismuth (Bi)
  3. Cobalt (Co)
  4. Gallium (Ga)
  5. Graphite (C)
  6. Indium (In)
  7. Lithium (Li)
  8. Magnesium (Mg)
  9. Niobium (Nb)
  10. Platinum Group of Metals (PGMs)
  11. Rare Earth Elements – Of the 17 REEs, the CMI prioritizes the following 4: Neodymium (Nd), Praseodymium (Pr), Dysprosium (Dy) and Terbium (Tb).
  12. Tantalum (Ta)
  13. Tungsten (W)
  14. Vanadium (V)

The Critical Minerals Institute has already held its highly successful inaugural summit in November 2022, with over a hundred international experts, investors and critical minerals companies gathered in Toronto, Canada, to hear over 20 speakers and world-renown panelists talk on the theme The Race to Achieve a Critical Minerals Supply Chain. This year’s highly anticipated summit is scheduled for June 14-15, 2023, in Toronto. Keynote speakers such as Mark Chalmers of Energy Fuels Inc. have already confirmed.

The Critical Minerals Institute website was created to offer education, collaboration and an online resource to learn about critical mineral projects, emerging technologies, legislative initiatives, government funding, human capital needs, and capital market investment opportunities.

There is no charge or sign up required for access to the Critical Minerals Institute website. A range of enhanced benefits are available to individual and corporate members of the CMI, including attendance at the CMI Summit, virtual events and additional resources. For details see: https://criticalmineralsinstitute.com/cmi-membership/.

For more information, please visit the Critical Minerals Institute website at www.criticalminerals.com or to secure a CMI Corporate Membership, please contact CMI Director Tracy Weslosky at Tracy@criticalmineralsinstitute.com. For CMI Membership Services or inquiries, please contact Christine Segram at +1 416 792 8228 or email christine@criticalmineralsinstitute.com.

About the Critical Minerals Institute: The Critical Mineral Institute (CMI) is an international organization for companies and professionals focused on battery materials, technology metals, defense metals, ESG technologies and practices, the general EV market, and the use of critical minerals for energy and alternative energy production. Offering an online site that features job opportunities that range from consulting roles to Advisory Board positions, the CMI offers a wide range of B2B service solutions. Also offering online and in-person events, the CMI is designed for education, collaboration, and to provide professional opportunities to meet the critical minerals supply chain challenges.

Special Thanks to the CMI Corporate Members: ACME Lithium Inc., American Rare Earths Limited, Appia Rare Earths & Uranium Corp., Auxico Resources Canada Inc., Avalon Advanced Materials Inc., Clean Air Metals Inc., Critical Metals PLC, Critical Minerals Americas Inc., dynaCERT Inc., Elcora Advanced Materials Corp., Energy Fuels Inc., Fission 3.0 Corp., Grant Thornton LLP, Imperial Mining Group Ltd., Lithium Ionic Inc. , Nano One Materials Corp., Neo Performance Materials Inc., Panther Metals PLC, Power Nickel Inc., Search Minerals Inc., Save Canadian Mining, Silver Bullet Mines Corp., Texas Mineral Resources Corp., Voyageur Pharmaceuticals Ltd., and WCPD Inc.

CMI Board of Directors: Matt Bohlsen (AUS), Peter Clausi (CAD), Christopher Ecclestone (UK), Byron W King (USA), Marc Levier (USA), Jack Lifton (Chairman, USA), Alister MacDonald (AUS), Steve Mackowski (AUS), Alastair Neill (CAD), Melissa Sanderson (USA), Stephen Lautens (CAD) and Tracy Weslosky (CAD).

For more information, contact Christine Segram, Membership Services at +1 416 792 8228 or email Christine@criticalmineralsinstitute.com or or go to www.criticalmineralsinstitute.com and check it out!

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Power Nickel delivers a 2023 New Years gift for investors

Back in December our very talented writer Dean Bristow wrote: “All Power Nickel wants for Christmas are results“. Well it seems his Christmas wishes have been granted, albeit in mid-January 2023. So let’s call it a 2023 New Years gift.

On January 12, 2023 Power Nickel Inc. (TSXV: PNPN | OTCQB: CMETF) reported: “Power Nickel extends PN-22-009 nickel mineralization from 25 to 40m” at their 80% owned Nisk Project in Quebec, Canada. The report refers only to the drill hole extension. Drill hole PN-22-009 assay resulted in 0.88% Ni, 0.56% Cu, 0.06% Co, 1.64 ppm Pd and 0.15 ppm Pt over 40.30m. Not only is this a great drill result it confirms that the deposit continues to grow.

In the news release Power Nickel stated: “These initial drill results confirm the presence of high-grade Ni-Cu-Co-PGE mineralization in the Nisk Main zone and extends mineralization by an additional 150 m at depth and to the east and below to the central portion.”

Note this is an ‘additional’ 150m or as Power Nickel stated: “Visual observation indicates that the mineralization extends to a minimum of 150 meters below the deepest know intercepts.”

Power Nickel President & CEO, Terry Lynch, commented:

“The continued extension of PN-22-009 makes it one of the best Nickel holes reported in recent history. A 40-meter long interval, representing 10 to 15 m of true thickness, at this grade of NiEq should positively impact tonnage as we prepare our new 43-101.”

With nine drill hole assay results still pending 2023 could potentially get even better for Power Nickel shareholders.

Power Nickel’s Nisk Project model shows the Nisk Main zone remains open to the East, West, and at depth

Source: Power Nickel website

2023 drilling campaign is quadrupled in size

As a result of the recent great results Power Nickel will now ‘quadruple’ the 2022/23 drilling program from 2,500m to 10,000m starting from mid-January 2023. That’s a huge boost in drilling and underlines the excitement in the recent results.

In the upcoming drilling campaign the targets were generated to expand further and test the continuity of the Nisk Main Zone and the Nisk West and Nisk East extension areas.

The Nisk Project Resource and targets

Some investors may not be aware that Power Nickel already has a historical resource (‘not to be relied on’) at their 80% owned Nisk Project. The Historical NI 43-101 Compliant Mineral Resource is more than 2.5 million Indicated tonnes at 1.20% NiEq. and 1.4 million Inferred tonnes at 1.29% NiEq.. Nisk has valuable bi-product metals such as copper, cobalt, palladium, and platinum.

Power Nickel’s next steps are to not only further drill out the Main zone and extension zones at Nisk Main, but also to further explore the entire Nisk Property for new nickel pods/deposits. The Company has already discovered several targets they call “wildcat targets” so we will see how this goes.

Power Nickel’s strategy is to further explore their Nisk Property knowing that nickel deposits often occur in clusters like a ‘string of pearls

Source: Power Nickel Company presentation

Closing remarks

Power Nickel has certainly started of 2023 in great fashion with some excellent drill assay results with more potentially good results to come in the following weeks. Looking further ahead the 2022/23 drill campaign has been quadrupled, and beyond that Power Nickel plans to search for a string of pearls (nickel deposits) on their Nisk Property.

All of this is great news for Power Nickel investors, especially given the Company still trades on a market cap of only C$24M.

The Critical Minerals Institute’s Battle of the ESG Titans: Does ESG Work or Matter In Critical Minerals Mining? 

The Critical Minerals Institute (CMI), an international organization for professionals and companies involved in the critical minerals sector, is pleased to publish the first of the monthly CMI Virtual Summit Series — InvestorIntel Hosts Battle of the ESG Titans: Does ESG Work or Matter In Critical Minerals Mining? 

The CMI virtual summit, which was held on December 14th, featured ESG and critical minerals expert Melissa “Mel” Sanderson head to head with critical minerals expert and Hallgarten & Co Analyst Christopher Ecclestone. The theme of the debate was whether ESG (Environmental, Social, and Governance) principles work or should be applied to the mining sector. Moderated by CMI Board member Peter Clausi, the majority of viewers responded favorably to Mel’s position and deemed her to be the people’s choice winner.

Mel starts this debate by saying that ESG implementation is not only important but essential for the resource industry to minimize risk and attract investment capital, she concludes with “Getting ESG right isn’t easy, but it sure is worth doing right.” Moderated by CMI Director Peter Clausi, this debate “…even took on the third rail of ESG, which is anthropomorphic climate change.”

On the other side, Christopher starts with how ESG is just “old wine in new bottles”, and exits with “For the emperors with no clothes of the US asset management industry, ESG is the figleaf of last resort.”

To access this full debate, click here

For more information on the Critical Minerals Institute, contact Christine Segram at christine@criticalmineralsinstitute.com or +1 416 792 8228 for more information.

Contract to supply the U.S. Uranium Reserve puts Energy Fuels in the pilot’s seat for 2023

The uranium market had a reasonable 2022 with uranium prices up by 12%. The question on everyone’s mind is what will uranium prices do in 2023?

Given that the world needs to move away from fossil fuels and that nuclear offers reliable baseload power, smart nuclear looks to be a solid bet for the world’s energy future, especially with nuclear energy fueled by uranium now providing the U.S. with 50% of its zero carbon power.

Uranium prices trending higher in recent years

Source: Trading Economics

Uranium demand vs supply

In the last few years experts have been predicting that we will soon see uranium deficits accompanied by the higher prices needed to encourage new production. The late 2021 uranium price spike and continued rise in prices in 2022 suggests that uranium’s time has finally arrived.

Energy Fuels CEO and President, Mark Chalmers, agrees: “Uranium is benefiting from a wave of investment into nuclear energy to address energy security and climate issues. At the same time, there are major questions on uranium supply.”

Number one U.S. uranium producer Energy Fuels awarded a contract to sell $18.5 million of uranium to the U.S. Uranium Reserve

Energy Fuels Inc. (NYSE American: UUUU | TSX: EFR) boasts that they are the “largest U.S uranium producer, with more production facilities, capacity & experience than other U.S. companies”. Its size and low-cost production has led to numerous contracts, including one to sell a base quantity of 3 million pounds of total U3O8 deliveries over the next 8 years scheduled to start this year. This already significant amount could increase up to 4.2 million pounds of deliveries, if all options are exercised. The uranium is to be sold using a pricing formula which maintains exposure to market upside, while limiting downside & adjusting for inflation.

In addition Energy Fuels announced on December 16, 2022, that it had been awarded a contract to sell $18.5 million of uranium to the U.S. Uranium Reserve. Energy Fuels expects to complete the sale of uranium for the Uranium Reserve to NNSA during Q1-2023.

Mark S. Chalmers, CEO and President of Energy Fuels, talks about the announced contract:

“Energy Fuels is pleased to contribute to U.S. energy security by supplying U.S.-origin uranium to the U.S. uranium reserve. Russia’s invasion of Ukraine has highlighted America’s troubling dependence on Russia and its allies for our nuclear fuel and uranium supply, and the need for the U.S. to rebuild its uranium and nuclear fuel capabilities. Today, nuclear energy provides the U.S. with roughly 20% of all electricity, and 50% of our clean, carbon-free electricity… For the past several years, U.S. uranium production has been near-zero and our only uranium conversion facility has been shut-down. The Uranium Reserve is a small, but important, step toward resolving this untenable situation.

Energy Fuels is much more than just a uranium producer, also producing rare earths, vanadium, medical isotopes, and recycling operations (of materials that contain uranium)

The core of Energy Fuels is their U.S. uranium assets and production, but they offer much more.

Energy Fuels’ White Mesa Mill in Utah is the only existing facility in North America currently processing monazite ore to recover uranium, but also removing other radioactive elements and producing advanced rare earths products. In March 2022 the company began commercial scale rare earths separation & production of mixed rare earths carbonate, containing 32%-34% NdPr. Energy Fuels has a pilot-scale solvent extraction (SX) rare earths separation operation capable of producing 1-2 kg of NdPr oxide per day. Their plan is to expand this to 500-1,000MT of NdPr oxide per year by 2023-24. There is also a plan to produce heavy rare earths by 2026-27 at their White Mesa Mill.

Energy Fuels’ White Mesa Mill is also a significant U.S. producer of vanadium. In 2022 the Company sold ~575,000 lbs. of vanadium at an average price of $13.44/lb. Energy Fuels is selectively selling existing inventory (currently ~1 million lbs.) into market strength.

Medical isotopes are in critical demand. Energy Fuels state that there are “several isotopes required for emerging cancer therapies (“targeted alpha therapy”) that naturally occur in the White Mesa Mill’s existing uranium & REE process streams” and that they are “evaluating the potential to recover radium to create a U.S. supply chain for this critical element.”

Energy Fuels comparison to other North American uranium companies

Source: Company presentation

Closing comments

Energy Fuels looks ready to benefit in 2023 as market dynamics are in place to boost demand and prices for uranium. The company has a large existing inventory of both uranium and vanadium and the ability to quickly ramp up supply as shown by its recent contract to sell $18.5 million of uranium to the U.S. Uranium Reserve. Energy Fuels has an added bonus in that they also give investors exposure to a growing portfolio of green energy related metals and technology – including rare earths NdPr, vanadium, and recycling materials that contain natural uranium.

Energy Fuels trades on a current market cap of US$978 million, a 2023 PE of 11.8x.

All I Want for Christmas is a Crowdfunding Deal?

As we head into the festive season our minds turn towards gifts for our family and friends as we celebrate the end of another year and hopefully take a well-earned break. For those who are investor orientated and might like to buy some investments for your children, you may consider investing via a crowdfunding platform as part of your holiday investment buffet*.

Crowdfunding in the capital markets has been around for many years and is often considered a higher risk/higher return way of investing. This is because companies that are usually seeking to raise funds via the typical crowdfunding platforms are usually very early-stage start-ups that do not yet have access to traditional stock markets.

In the past, this was not something I ever entertained simply as I prefer the stock market; however, it’s clear this investment outlet is here to stay. So, when some colleagues of mine sent me the Copperhead Resources Inc. deal update that we were involved in, I thought — let’s check out where the crowdfunding platform formula is today.

There are numerous crowdfunding platforms available these days and in my experience in anything having to do with my own funds, I like to stick with platforms that are well-established (a), possess a good track record (b) and have a management team (c) that shows evidence of a and b.

Again, a new format for my investment style, allow me to share with you what Wikipedia lists as the top 3 American platform platforms are, and they list: Kickstarter, Indiegogo, and Crowd Supply. Of interest, and more specifically: “As of January 2021, Kickstarter has raised more than $5.6 billion spread over 197,425 projects.”

Now the Copperhead Resources deal is listed on Vested.ca and the link they sent me was as follows https://vested.ca/projects/view/152. Vested.ca, which is not one of the Top 3 from Wikipedia states: “Vested.ca is Canada’s top equity crowdfunding portal.”

(*) Now this is where I remind everyone that I am not a licensed investment advisor, and this column is intended to neither provide advice on investing nor imply that crowdfunding is a good idea. And more specifically, my interest in this crowdfunding deal comes from the fact that Copperhead has an option agreement with TSXV-listed Romios Gold Resources Inc. (TSXV: RG | OTCQB: RMIOF) to purchase 75% of the Red Line Property, and I introduced the parties that made this deal. As such, this crowdfunding model was relayed to me from the primaries, and intrigued, I committed $500 on the Vested.ca site. I found the experience surprisingly fun, and easy.

Further to this, I enjoyed the update on Vested.ca on the Copperhead Red Line Property claims that states: “The Red Line claims cover over 1,851 hectares and are located in the central part of the ‘Golden Triangle’ mineralized district of Northwest British Columbia. In addition, the Issuer will continue to identify and potentially acquire additional property interests and conduct exploration and evaluation to assess their potential.

Copperhead has completed an initial $100,000 exploration program at the Red Line Property and commissioned a NI 43-101 compliant technical report that could be publicly filed in the coming weeks.

Canada’s Golden Triangle is a region famous for large gold discoveries and mines. The claims are situated along the “Eskay Rift” belt of rocks that host the Eskay Creek Au-Ag deposit 30 km to the south.

The founder and CEO of Copperhead is Damian Lopez. He is a venture capital markets professional with over a decade of experience creating, structuring, financing, and taking companies public. Mr. Lopez was one of the founders of Lithium Ionic Corp. (TSXV: LTH | OTCQB: LTHCF) which raised over CAD$45 million and completed its TSXV listing in May 2022.

Copperhead intends to use the raised funds to “undertake a two-phase exploration program on the Red Line Property.”

Source: Romios Gold news April 6, 2022

Closing remarks

Very early-stage investing* is more risky but it carries potentially higher rewards if the company succeeds. This means investors need a high-risk tolerance, longer time frame, and should invest with smaller dollars that they don’t need for the next 7 years+.

The minimum investment is only C$100 with the offering of up to 2,000,000 Special Warrants at C$0.10.

Sounds well suited as a Christmas gift for a 14-year-old, who might potentially end up with an even bigger present when they turn 21-year-old, assuming Copperhead Resources succeeds and the warrants are liquid to sell at a later date.

Note (*): Please read the full offering document and where necessary seek independent financial advice. This discusses conversion rights, risk factors, and much more; and the writer Tracy Weslosky* is not a licensed investment advisor and has shares in the Copperhead Resources Inc. deal.

InvestorIntel Hosts Battle of the ESG Titans: Does ESG Work or Matter In Critical Minerals Mining?

December 11, 2022 – Celebrating 21 years in business, InvestorIntel Corp. is pleased to announce that on December 14, 2022, its Critical Minerals Institute will be hosting an online virtual debate between ESG expert Melissa “Mel” Sanderson and critical minerals expert Christopher Ecclestone on whether ESG principles (Environmental, Social, and Governance) work or should apply to the mining sector.

Moderated by CMI Board member Peter Clausi, the ESG and Critical Minerals debate will be held live online on Wednesday, December 14th from 11 AM-12 PM EST, click here to register. The online debate will focus on whether following ESG principles will seriously harm the mining and production of the critical minerals necessary for the coming green technology revolution, or whether ESG and pursuing the rapid expansion of critical minerals mining can comfortably co-exist.

Melissa “Mel” Sanderson will argue that “Three factors make ESG implementation not only important but essential: risk, money and sustainability. Done properly, ESG helps reduce the first and attract the other two. Savvy companies, and in fact the mining industry as a whole, know this.” She is the Founder of Ethically Sustainable Growth (ESG+), advising boards and companies how to position themselves for sustainable success. She currently is a Professor of Practice at the Thunderbird School of Global Management in Arizona. Melissa served as Charge d’Affaires in charge of the US Embassy in Kinshasa, Democratic Republic of the Congo, and as VP International at Freeport-McMoRan she coordinated Freeport’s environmental, social and governmental functions in Peru, Chile, and the DRC. She serves on several boards, including American Rare Earths Limited (ASX: ARR | OTCQB: ARRNF), Auxico Resources Canada Inc. (CSE:  AUAG), and currently chairs the Phoenix Committee on Foreign Relations.

Christopher Ecclestone who is the Executive Director and CEO for Molten Metals Corp. (CSE: MOLT) will take the position that “ESG is just ‘old wine in new bottles’ and responsible companies have been doing this for decades anyway. Spending time and devoting excessive lip service to virtue signaling is detracting from focussing on the critical minerals supply crisis.” He is a founder of Hallgarten & Company, where he is a Principal and mining strategist based in London. Prior to founding Hallgarten & Company in 2003, he was the head of research at an economic think tank in New Jersey. Prior to that, he was the founder and head of research at the Argentine equity research firm, Buenos Aires Trust Company, and in London as a corporate finance and equities analyst and as a freelance consultant on the restructuring of the securities industry.

“This promises to be both a lively and important debate about whether we can balance the crucial need for increased domestic critical mineral mining and production with ESG principles,” said InvestorIntel Founder and Critical Minerals Institute Managing Director Tracy Weslosky. “These are two of the most qualified people in the field, and viewers of the debate are sure to come away with new insight into the challenges and opportunities facing the critical minerals sector.”

About InvestorIntel Corp.
Celebrating over 21 years in business, InvestorIntel Corp. is the publisher of InvestorIntel.com, the source for investors in the capital markets. A leading online source of investor information written by top-ranked analysts and business journalists, InvestorIntel.com offers the ii8 System for public companies seeking to increase brand awareness. Featuring video interviews with well-known market hosts, additional benefits of the ii8 System include hosting Q&A-driven InvestorTalk.com events. InvestorIntel Corp. is also the founder of the Critical Minerals Institute, which brings together companies, government agencies, experts and investors in the vital critical minerals sector. For more information, contact Tracy Weslosky @TracyWeslosky, +1 416 792 8228 or info@InvestorIntel.com

Selling carbon credit futures by way of a convertible note, dynaCERT offers an innovative way to raise capital

We all know that companies can sell our data and how valuable data has become. Now a company is aiming to sell ’emissions reductions data in the form of carbon credit futures’.

dynaCERT Inc. (TSX: DYA | OTCQX: DYFSF) recently announced a unique way to raise capital by selling up to CAD$10M of Carbon Credit Convertible Notes. The concept is quite simple. dynaCERT’s will issue a convertible note that is convertible into carbon credit ‘futures’ after 5 years, so is effectively raising capital from the future carbon credit proceeds to come from the carbon credits potentially earnt by dynaCERT’s emission reduction product, HydraGEN™.

dynaCERT’s HydraGEN™system and HydraLytica™ software creates hydrogen and oxygen on-demand through a unique patented electrolysis system and supplies these gases through the air intake of internal combustion engines to enhance combustion, resulting in lower carbon emissions and greater fuel efficiency. The main target market is heavily polluting diesel engines. HydraLytica™ is able to create the data to show the carbon reduction/credit. (see video 3 minute 50 second mark)

dynaCERT’s HydraGEN™ hydrolysis unit reduces emissions and improves fuel efficiency

Source: dynaCERT website

The dynaCERT announcement stated: “The offering is not convertible into the Company’s common shares and is non-dilutive to shareholders of the Company. Each Carbon Credit Convertible Note is priced at $1,000 (Canadian) with a maturity date of ten (10) years after the date of issue. Commencing at the fifth (5th) anniversary after the date of issue, the Carbon Credit Convertible Notes will be convertible, at any time thereafter, at the option of the holder, into Carbon Credits generated by dynaCERT’s proprietary HydraGEN™ Technology. The Carbon Credit Convertible Notes are currently designed to be offered as a non-brokered private placement to institutional investors that wish to be the first to gain long term exposure to Carbon Credits…….”

The ‘methodology’ of the Carbon Credit Convertible Notes has been approved by VERRA; however full approval is still in the final stages as you can read here. VERRA certify and manage the world’s leading voluntary carbon markets program, the Verified Carbon Standard (VCS) Program. VERRA state: “The Verified Carbon Standard (VCS) Program is the world’s most widely used greenhouse gas (GHG) crediting program. It drives finance toward activities that reduce and remove emissions, improve livelihoods, and protect nature…….”

Jim Payne, President, CEO, and Director of dynaCERT, stated: “Carbon Credit Convertible Notes are an innovative structure offering premium Carbon Credit futures derived from measured and verified emission reductions from the data received from internal combustion engines.

Note: Bold emphasis by the author.

Quite amazing that the ‘data showing emissions reductions’ nowadays potentially qualifies for carbon credits.

dynaCERT obtained VERRA Verified Carbon Standard ‘methodology’ approval in 2021

Source: dynaCERT company presentation

dynaCERT plan to use the raised funds towards “working capital of its currently available HydraGEN™ Technology business and fulfill timely delivery of sales of its products and to expedite current and new potential deliveries globally.”

dynaCERT is making inroads with sales into the mining industry

dynaCERT’s emission reduction HydraGEN™ product continues to gain traction in terms of sales into the mining industry. The mining industry is under significant ESG pressure to reduce emissions. As announced on November 15, 2022, dynaCERT’s distributor has reported sales and/or pilot trials with multiple leading global mining companies including Vale, Codelco, Nexa Resources, Arauco, Antamina, and a Mexican multinational food processing and distribution company Sigma Alimentos.

dynaCERT is also working on technology to develop Green Hydrogen (5:30 mark in the video), but we will leave that story for another day.

Closing remarks

Selling carbon credit futures by way of a convertible note is certainly an innovative way to raise capital. It potentially indicates a very strong demand by carbon emitting companies to be able to buy carbon credits (in this case carbon credit futures) to help offset their carbon emissions, otherwise face hefty fines.

InvestorIntel will circle back and keep investors updated on this one and see how dynaCERT goes with their offering.

You can learn more by watching the recent dynaCERT CEO video interview moderated by Byron W King here.

dynaCERT trades on a market cap of C$69 million.

Kodiak Copper continues to have great success with the drill bit at their MPD copper-gold porphyry Project in BC

Copper is the ultimate green energy metal as it is used in just about everything you can think of related to solar, wind, EVs, EV charging, and ultimately electricity transmission. Copper really is essential to our modern living. Perhaps that is why Goldman Sachs (“GS”) calls copper ‘the new oil‘.

GS state: “Without serious advancements in carbon capture and storage technology in the coming years, the entire path to net zero emissions will have to come from abatement – electrification and renewable energy. As the most cost-effective conductive material, copper sits at the heart of capturing, storing and transporting these new sources of energy.”

Wood Mackenzie forecast a growing copper deficit from 2025 to 2030

Source: Kodiak Copper company presentation courtesy of Wood Mackenzie & Goldman Sachs

Now that we have established the key importance and huge demand wave ahead for copper the next thing to consider is what copper company to buy. Clearly, its copper project should be in a safe country and have the potential to grow the resource and grow production. Ideally, the Company would have more than one promising copper project and a low market cap to maximize upside if the company succeeds in its growth plans.

Today’s company has all of the above. Not one, but two, promising copper projects in North America.

Kodiak Copper Corp. (TSXV: KDK | OTCQB: KDKCF) (“Kodiak”) 100% owns the Man, Prime, Dillard (“MPD”) copper-gold porphyry project in British Columbia, Canada and the Mohave Copper-Molybdenum-Silver Porphyry Project in Arizona USA.

Kodiak’s projects are still in the exploration stage with drilling ongoing.

Man, Prime, Dillard (“MPD”) copper-gold porphyry Project

At the MPD Project, Kodiak plans to drill up to 25,000 metres in 2022 as well as complete 3D IP surveying and soil geochemical sampling. Kodiak is fully funded for the company’s 2022 exploration program.

In some very exciting news announced on September 29, 2022, the Company reported: “Kodiak drills 1.03% CuEq over 117 m, within 0.34% CuEq over 735.4 m at Gate Zone, and discovers new trend at Prime Zone.” The grades may just be average but the drill lengths are ‘exceptional’ and typical of huge copper porphyry discoveries. Kodiak President and CEO, Claudia Tornquist, stated: “The Gate Zone has delivered further impressive drill intercepts as we continue to increase the size of mineralized envelope which now extends to a kilometer in north-south direction and a depth of 900 metres…….This new mineralized trend crystalizes further size potential and validates our model of a large multi-centric porphyry system at MPD.”

The size of the MPD porphyry looks to be very large, obviously with further drilling required to gain further confirmation. For now, we know that the high-grade Gate Zone discovery at MPD shows significant size potential with mineralization over 1 km strike x 350m width x 900m depth. Added to this are the emerging Man and Dillard Zones, as well as the potential for more discoveries elsewhere on the 147 km2 property.

Next steps in 2022 at the MPD Project will include further drilling to test high priority targets in the Dillard area and the exploration program to continue evaluating additional copper-gold drill targets across the MPD property.

Grade shell image of the MPD Project showing mineralized zones and priority targets for further drilling

Source: Kodiak Copper company presentation

Kodiak Copper trades on a market cap of only C$55 million. The Board and management are top tier with a track record of success, especially Chairman Christopher Taylor with his success at Great Bear Resources Ltd. Kodiak Copper is well worth a look for those with some patience and seeking a high risk/high reward copper junior miner.

InvestorIntel.com Launches Newly Designed Site for Investors in the Capital Markets

November 30, 2022 – Celebrating 21 years in business, InvestorIntel Corp. is pleased to announce that its new website at InvestorIntel.com is now live as ‘the stock source’ for investors in the capital markets.

“Our website has been completely redesigned from the ground up,” said InvestorIntel Founder Tracy Weslosky. “The fresh, new design has made our independent coverage of the capital markets easier to access for investors and other readers, putting the daily stories from our award-winning and industry expert writers front and center. We also do not hide important stories behind a paywall or require sign-up or subscription fees from our readers.”

The InvestorIntel.com website has over 5 million visitors monthly, with the majority coming from the USA (40%), followed by Canada (20%), Australia (18%), UK (15%), and rest of the world (6%). InvestorIntel.com news and original content consistently ranks at or near the top of Google News as a trusted source of independent market and company reporting and analysis.

“Award winning business journalists and financial analysts is where we stand out in the field,” said Tracy Weslosky. “We are also a source for compelling video interviews conducted by hosts with extensive market experience, including Jack Lifton, Byron W King, Peter Clausi, myself and many more. We have found that when a business story is covered properly, everyone wins, and investors have the tools they need to make informed decisions.”

The new InvestorIntel.com website offers easy access to news and original articles organized by important market sectors, such as Critical Minerals and Rare Earths; Biotech & MedTech; Gold, Silver and Base metals; ESG & Cleantech; Energy, Oil & Gas and Uranium; Esports & Gaming; and Market Opinion. Company pages provide instant access to press releases, CEO interviews, and other information, and the new Trending Section shows what stories and companies are being followed by readers.

“As an online source of market news it is important that our website offer investors breaking news and easy-to-navigate information they need to inform their investment decisions in fast-changing markets,” Tracy Weslosky said. “Our new website will continue to be an important source for companies and investors and the millions of visitors who visit us every month.”

About InvestorIntel Corp.
Celebrating over 20 years in business, InvestorIntel Corp. is the publisher of InvestorIntel.com, the source for investors in the capital markets. A leading online source of investor information written by top-ranked analysts and business journalists, InvestorIntel.com offers the ii8 System for public companies seeking to increase brand awareness. Featuring video interviews with well-known market hosts, additional benefits of the ii8 System include hosting a Q&A driven InvestorTalk.com event and daily data-driven market feeds through InvestorChannel.com. InvestorIntel Corp. is also the founder of the Critical Minerals Institute, which brings together companies, government agencies, experts and investors in the vital critical minerals sector. For more information, contact Tracy Weslosky @TracyWeslosky, +1 416 792 8228 or info@InvestorIntel.com