Jack Lifton on Apple Cars Rare Earths Supply Chain Rumors

In this episode of InvestorIntel’s Critical Materials Corner with Jack Lifton, Jack talks about the rumored soon-to-be signed contract between Apple and LG Electronics and Magna International joint venture, e-Powertrain, to produce electric Apple Cars.

In this InvestorIntel video, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Jack went on to say that the joint operation will need large quantities of lithium-ion batteries and rare earths. He further added that it is great news for the Canadian lithium, cobalt and rare earths miners as Magna International, being a Canadian company, “is going to focus on domestic sourcing.” He continued, “We are going to see a regional development of the supply chain.” Calling Magna “the Foxconn of the automobile industry”, Jack explained why Apple’s rumored decision to go with Magna makes very good sense and is just the “tip of an iceberg.”

To watch the full video, click here

Disclaimer: This interview, which was produced by InvestorIntel Corp. (IIC) does not contain, nor does it purport to contain, a summary of all the material information concerning the Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete. 

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation.  Forward-looking statements are based on the opinions and assumptions of management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements. Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken,  as assurances that the projected results will be obtained by the Company. The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on www.Sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please email info@investorintel.com.




Jack Lifton on who drives the Critical Materials Policy in the US

In this episode of InvestorIntel’s Critical Materials Corner with Jack Lifton, Jack talks about how the Department of Defense drives American critical materials policy and how this process does not factor in consumer demand.

In this InvestorIntel video, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Jack discusses the annual demand for rare earth permanent magnets from the Defense Department. Describing how “…the policy of the US government is to prioritize the production of critical materials either in the United States or in friendly countries that are allied with the US…”, he identifies the challenges inherent in this present formula for sustainability.

To watch the full video, click here

Disclaimer: This interview, which was produced by InvestorIntel Corp. (IIC) does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation.  Forward-looking statements are based on the opinions and assumptions of management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements.  Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company.  The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on www.sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please email info@investorintel.com.




GEMC’s Pipeline of Growth Stage Battery Metal Projects is a Dealmaker’s Delight

GEMC now has a total of 6 combined battery and precious metals projects (3 pending completion)

Battery metals miner Global Energy Metals Corporation (TSXV: GEMC) (“GEMC”) continues to be an under the radar company with huge potential yet to be recognized by the market. GEMC’s combined 6 projects (3 pending) have key battery metals and some have precious metals and all are in good locations in low risk mining countries.

GEMC offers investors exposure to 6 projects (some pending) containing battery metals and some precious metals

Source: GEMC investor presentation

Global Energy Metals 6 combined projects

1) Millennium Cobalt Project and Mount Isa Cobalt-Copper-Gold Project (100% owned) –  Queensland, Australia

The Millennium Project is a significant cobalt-copper deposit that remains open for expansion. It has a historic (not to be relied upon) JORC (2012) Inferred Resource of 3.07 million tonnes @ 0.14% Co, 0.35% Cu and 0.12g/t Au (using CuEq cutoff of 1.0%). GEMC plans to do further work to bring the Resource up to being a NI43-101 compliant resource.

Exploration at the Mount Isa Project to date has returned outstanding, high-grade intercepts and there is excellent potential to significantly improve the JORC Resources in tonnes and grade with multiple high-grade targets awaiting further exploration and test work.

In total GEMC’s Australian land position of 2,560 hectares provides a district-scale cobalt-copper-gold exploration and development opportunity.

Some of GEMC’s excellent drill results at their Australian projects, including high grade cobalt

Source: GEMC

2) Lovelock Mine & Treasure Box Projects (85%) – Nevada, USA

These Projects (567 hectares) are located in the Stillwater Range with good access, skilled workforce, first world infrastructure and only 150 kilometres east of Sparks Nevada, home to the world’s largest battery factory – Tesla’s Gigafactory 1. Past mining on the properties included mining grades of 14% cobalt and 12% nickel. In recent news GEMC announced they have applied to amend the permit for initial drilling of 1,400 metre short-hole drill program at the Lovelock Project to begin in May 2021.

3) Werner Lake Cobalt Project (70%) – Ontario, Canada

The past producing property has a Updated NI 43-101 (2018) Indicated Mineral Resource of 79,400 tonnes at 0.43% Co not including the 2018 drill program. 0.43% cobalt is considered an excellent grade and in line with the exceptional DRC cobalt mines for grade. The Project is prospective for cobalt, copper, nickel and gold.

4) Monument Peak (pending purchase completion, 50%) – Idaho, USA

The past producing ~558.5 hectare property has high-grade, near surface, copper-silver mineralization. The property encompasses two small, past producing Cu-Ag-Au mines: the Jackson Mine and the Hungry Hill Copper Mine. At the Hungry Hill Mine, about 1 km east of the Jackson Mine, a small amount of production (15 tons) reportedly contained 24% Cu, 480 g/t Ag and 4.4 g/t Au. You can read the latest news here.

5) Chance Lake & Amiral Projects (pending purchase completion, 50%) – Quebec, Canada

The Projects are early stage nickel-copper-cobalt-PGE exploration projects. Chance Lake has a historical (not be relied upon) Resource estimate of 716,031 tons at 0.66% Cu, 0.89% Ni, 0.10% Co for the massive sulfide zone, or 967,393 tons at 0.49% Cu and 0.73% Ni for the combined massive sulphide and disseminated sulphide zones.

The Amiral Project has had historical (not to be relied upon) sampling of the Amiral Showing which returned 1.07% Ni and 0.35% Cu over 6.5 m, including 1.54% Ni and 0.29% Cu over 2.1 m (GM59166). At the Trench 4 Showing, historical sampling returned 0.63% Ni and 0.89% Cu (GM62800). You can read more here.

6) Rana Nickel Project (pending purchase completion, 10% +1% NSR royalty) – Norway

The Project is a drill-ready, low CapEx, Class-1 nickel (sulphide) project with strong exploration upside. The Råna Nickel Project portfolio includes four exploration licenses including the past producing Bruvann Nickel Mine in the Råna mafic-ultramafic intrusion in Northern Norway. You can read the latest news here.

Global Energy Metals Corporation offers very significant exploration exposure to the EV battery metals and some precious metals at an incredibly low market cap

Source: GEMC investor presentation

Closing remarks

The past 6 months has seen a superb recovery in the EV metal miners led by rapidly rising cobalt and lithium prices. GEMC appears to have been missed in that recovery despite making enormous positive strides forward.

For those investors looking for an under the radar, early stage, super low market cap (C$3.5M), junior battery metal (and some precious metal) miner with 6 combined promising projects (3 pending purchase completions) in safe locations (Australia, USA, Canada, Norway) then look no further than Global Energy Metals. Risks are high due to the early stage but the upside potential is enormous. Don’t miss this one.

Disclosure: The author is long Global Energy Metals Corporation (TSXV: GEMC).




Mitchell Smith on the battery manufacturing and production plant proximity advantages of GEMC’s US and European Projects

Mitchell Smith discusses the close proximity of GEMC’s Norwegian nickel-copper-cobalt project to an emerging European battery manufacturing hub and how GEMC’s Lovelock Cobalt-Nickel-Copper Project in Nevada is located on the doorstep of the world’s largest lithium-ion battery production plant…

In a recent InvestorIntel interview, Tracy Weslosky spoke with Mitchell Smith, President, CEO and Director of Global Energy Metals Corp. (TSXV: GEMC | OTCQB: GBLEF) (‘GEMC’) about their recent announcement to acquire a strategic interest and NSR Royalty on a past-producing Norwegian nickel-copper-cobalt project.

In this InvestorIntel interview, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Mitchell went on to say that the Rana project is one of Norway’s most significant past-producing nickel projects that is in close proximity to an emerging European battery manufacturing hub. “We see it as a near-term supply source for the European battery manufacturing market,” he added. Mitchell also provided an update on GEMC’s Lovelock Cobalt-Nickel-Copper Project in Nevada located on the doorstep of the world’s largest lithium-ion battery production plant. He said that there is a lot of emphasis placed on the localized supply chain of battery materials in the US and the Lovelock project represents an opportunity to supply those materials.

To watch the full interview, click here.

Global Energy Metals Corporation

Global Energy Metals is focused on offering investment exposure to the raw materials deemed critical for the growing rechargeable battery market, by building a diversified global portfolio of battery mineral assets including project stakes and sector specific equity positions. GEMC anticipates growing its business through the acquisition and development of battery mineral projects alongside  key strategic partners.  The Company holds 100% of the Millennium Cobalt Project and two neighbouring discovery stage exploration-stage cobalt assets in Mount Isa, Australia positioning it as a leading cobalt-copper explorer and developer in the famed mining district in Queensland, Australia. The Company holds an 85% interest in two battery mineral projects, the Lovelock Cobalt Mine and Treasure Box Project, located on the doorstep of the world’s largest lithium-ion battery production plant, GigaNevada that Tesla Motors Ltd. and partner Panasonic Corp. have built in Nevada, USA. Additionally, the Company holds a 70% interest in the past-producing Werner Lake Cobalt Mine project in Ontario, Canada.

To learn more about Global Energy Metals Corp., click here

Disclaimer: Global Energy Metals Corp. is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp. (IIC) does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation.  Forward-looking statements are based on the opinions and assumptions of management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements.  Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company.  The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on www.sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please email info@investorintel.com.




InvestorIntel Interviews Christopher Ecclestone on the Hallgarten Report titled “Riding the Wave of Resurgent Tin”

In a recent InvestorIntel interview, Peter Clausi spoke with Christopher Ecclestone, Principal and mining strategist at Hallgarten & Company about initiating an analyst coverage on Alphamin Resources Corp. (TSXV: AFM) titled Riding the Wave of Resurgent Tin.

In this InvestorIntel interview, which may also be viewed on YouTube (click here to subscribe to the InvestorIntel Channel), Christopher highlighted the shortage of tin because of years of underinvestment in the sector and big alluvial deposits in Malaysia and Indonesia running out of resources. “Most of the tin deposits are under 1%,” he said. With a tin grade of roughly 4.5%, Alphamin’s Mpama North is the world’s highest-grade tin resource – about four times higher than most other operating tin mines in the world. Christopher said that with Alphamin producing about 4% of the world’s mined tin it is the “first new tin major since the 1970s.”

To watch the full interview, click here.

About Hallgarten & Company

Hallgarten & Company was founded in 2003 by the former partners of a well-known economic think-tank. Their output encompasses top-down and bottom-up research from a Classical Economic (Austrian School) perspective. Over the years, the team has successfully picked trends using our macroeconomic underpinnings to guide investors through the treacherous waters of the markets. It was only natural, in light of the focus of Classical Economics upon the “real value” of monetary assets that the firm’s strengths should ultimately have become evident in resources sectors and projections of commodity trends.

Hallgarten & Company has advised and managed portfolios of offshore and onshore hedge funds.

Hallgarten also provides consultancy services on Latin American economic, politics and corporate matters including the production of bespoke research.

About Alphamin Resources Corp.

Alphamin Resources is a low cost tin concentrate producer from its high grade deposit at Mpama North. This is on its mining license and it has an additional five exploration licenses covering a total of 1,270km2 in the North Kivu Province of the Democratic Republic of Congo (DRC). Alphamin is headquartered in Mauritius and listed on the Toronto Stock Exchange (TSXV: AFM) and the Johannesburg Stock Exchange AltX (JSE AltX: APH). At a tin grade of roughly 4.5%, Mpama North is the world’s highest-grade tin resource – about four times higher than most other operating tin mines in the world. The Mpama North mine is in production. It has an output of ~10 000 tonnes of contained tin per annum, amounting to ~3% of the world’s mined tin supply. Alphamin are aiming to increase annual tin output and life of mine through incremental production from Mpama South and by adding more mines in close proximity to the current production and from within our licensed footprint. Their management team has successfully developed and brought the Bisie tin mine to production and is focused on taking the business to the next level as they pursue their objective of realising the full value potential of this extraordinary tin complex.

To learn more about Alphamin Resources Corp., click here

Disclaimer: Alphamin Resources Corp. is an advertorial member of InvestorIntel Corp.

This interview, which was produced by InvestorIntel Corp. (IIC) does not contain, nor does it purport to contain, a summary of all the material information concerning the “Company” being interviewed. IIC offers no representations or warranties that any of the information contained in this interview is accurate or complete.

This presentation may contain “forward-looking statements” within the meaning of applicable Canadian securities legislation.  Forward-looking statements are based on the opinions and assumptions of management of the Company as of the date made. They are inherently susceptible to uncertainty and other factors that could cause actual events/results to differ materially from these forward-looking statements.  Additional risks and uncertainties, including those that the Company does not know about now or that it currently deems immaterial, may also adversely affect the Company’s business or any investment therein.

Any projections given are principally intended for use as objectives and are not intended, and should not be taken, as assurances that the projected results will be obtained by the Company.  The assumptions used may not prove to be accurate and a potential decline in the Company’s financial condition or results of operations may negatively impact the value of its securities. Prospective investors are urged to review the Company’s profile on www.sedar.com and to carry out independent investigations in order to determine their interest in investing in the Company.

If you have any questions surrounding the content of this interview, please email info@investorintel.com.




Search Minerals are setting themselves apart in the critical materials pack

As industrial nations continue to shift towards a greener future and explosive demand for EVs and the associated demand for magnetic materials shows no signs of abating it’s time to take another look at Search Minerals Inc. (TSXV: SMY). Search holds a 100% interest in a rare earths deposit within the Port Hope Simpson – St. Lewis District of South East Labrador that is road accessible and on tidewater, which is a leg up on a lot of their North American counterparts. The company already has a favourable Preliminary Economic Assessment (PEA) for their FOXTROT deposit, a resource estimate for Deep Fox and a third discovery has been identified at Fox Meadow. There are also more than 20 additional exploration prospects identified along the 70 km long and 8 km wide region controlled by Search including Silver Fox and Awesome Fox.

The PEA highlights a 14 year mine lifespan on Foxtrot (8 years open pit, 6 years underground) that would recover approximately 7.4 million tonnes of Indicated and 2.0 million tonnes of Inferred Resources. Mineralized zones typically show high concentrations of many of the magnetic materials in demand (Nd, Pr), and some of the most revered critical materials including but not limited to: Dysprosium (Dy) Neodymium (Nd), Praseodymium (Pr), Terbium (Tb) and Yttrium (Y). However, the newest prospect at Silver Fox hosts significantly higher grades of Zirconium (Zr) and Hafnium (Hf).

But this is only the start of the story. What makes Search different from most other critical materials’ explorers is the development of its breakthrough Patented Direct Extraction Metallurgical Process. With the mining of many commodities, it’s not as simple as taking the rock from the ground, crushing it up and sending it to market. Think back to Imperial Metals Mount Polly tailings pond breach in 2014. Mining rare earths are no exception and can have their own environmental nightmare lurking if not addressed properly, just ask China. Fortunately, Search has found an elegant answer for an environmentally conscientious solution for managing waste residue that also significantly reduces CAPEX and operational costs. Without getting into the details (you can read more about it here), this is a big deal.

To further the development of this proprietary process, Search signed an MOU with the Saskatchewan Research Council (SRC) on Oct 29, 2020. The MOU outlines a collaboration with SRC as they build their Rare Earths Processing Facility in Saskatchewan, Canada. It is anticipated that using the SRC conventional solvent extraction process will enable Search to validate the ability to produce the individual rare earth oxides necessary to enter the rare earths supply chain.

Another intriguing development in progressing this patented process is the Nov 10, 2020 entry into a Technical Collaboration Framework Agreement with USA Rare Earth, LLC. This will involve technical assistance through joint technical meetings, sharing of data, site visits and reviews and collaboration around the engineering and development of Critical Material projects. Subsequent to this agreement on March 11, 2021 USA Rare Earth participated in a Search Minerals private placement with a strategic investment of C$630,000.

Search Minerals is a company that has identified an optimally located, economic resource in a commodity that is likely to continue to see increasing demand, has exploration upside and a proprietary process to get its product cost-effectively to market in an environmentally conscious way. This has obviously attracted the interest of others in the industry. That’s how you set yourself apart from the rest of the pack.




With an abundance of inexpensive hydroelectric power, Blackstone aims to build a “green” battery metals supply chain

Upstream and Downstream PFS’s Drive Blackstone’s Battery Metal Project in 2021

Blackstone Minerals Limited (ASX: BSX | OTCQX: BLSTF | FSE: B9S) is an Australian-based mining company focusing on the district-scale, Ta Khoa Nickel-Copper-PGE project in northern Vietnam.

Blackstone’s project includes an existing disseminated nickel sulphide resource and processing plant, a historic high-grade underground mine as well as 25 other targets in the project area, and plans to build a downstream processing facility.

After releasing a Scoping Study in late 2020, Blackstone is working on two pre-feasibility studies (PFS) in 2021 that focus on: (1) the “upstream” mineral exploitation and processing plant, and (2) the “downstream” processing facility to produce customized Nickel-Cobalt-Manganese (NCM) “precursor” products for the Lithium-ion battery industry.

With an abundance of inexpensive hydroelectric power, Blackstone aims to build a “green” battery metals supply chain to furnish materials to the lithium-ion battery industry.

Ta Khoa Project (Nickel-Copper-PGE)

In April 2019, Blackstone entered into an option agreement to acquire a 90% interest in the Ta Khoa project and completed the acquisition a year later.

The Ta Khoa project is located 160 km west of Hanoi and includes the Ban Phuc Disseminated Sulfide (DSS) resource, an upstream processing plant, and the past-producing Ban Phuc Massive Sulfide Vein (MSV) nickel mine.

In late 2020, Blackstone released a Scoping Study for the development and restart of the Ta Khoa Project. The Scoping Study features an 8.5-year project life with ore from the Ban Phuc DSS deposit, and integrates upstream and downstream processing to produce customized NCM products for the Lithium-ion battery industry.

The results from the Scoping Study include:

  • Maiden Ban Phuc DSS Indicated Resource of 44.3Mt at 0.52% Nickel for 229Kt
  • Annual production of approximately 12.7kpta of nickel unit for a period of 8.5 years
  • Capital cost approximately US$314 million of pre-production, including emergency
  • Gross revenue of approximately US$3.3 billion
  • Capital payback period of 2.5 years

Finishing an “Upstream” PFS

As previously mentioned, Blackstone is now advancing the Ta Khoa Project through to a Pre-Feasibility Study that includes an option to mine higher grade MSV deposits within the project area.

Blackstone has ten active drill rigs on the project site to increase the confidence of the existing Ban Phuc DSS resource as well as to target higher-grade MSV deposits, identified using geophysics, with the plan to delineate new resources and incorporate these deposits into the PFS.

Blackstone anticipates the upstream PFS to be completed by the end of this year, allowing for the sufficient completion of the ongoing project drilling.

Adding a “Downstream” Process

Blackstone is working on the second PFS for a “downstream” processing facility to enable the production of a range of NCM “precursor” products for the Lithium-ion battery industry.

To reduce the risk and cost, the Company proposes to form joint venture(s) to construct downstream refineries to support the existing EV battery manufacturing companies in Vietnam, including LG Chem, Samsung SDI, and VinFast.

By further processing the material, the price improvement of nickel increases from 70-80% to 125-135% of the London Metal Exchange (LME) metal prices that price increase supports the robust economics reported in the Company’s Scoping Study.

Blackstone anticipates the downstream PFS to be completed by July 2021.

Past-Producing Ban Phuc MSV Nickel Mine

Located in close proximity to the Ban Phuc DSS open-pittable resource is the past-producing Ban Phuc MSV nickel mine.

The high-grade Ban Phuc MSV mine operated as a modern mechanized underground mine between 2013 and 2016, producing 20.7kt Ni, 10.1kt Cu, and 0.67kt Co, before closing during a time of low nickel prices and mineral reserve depletion.

Currently, the Ban Phuc MSV mine is under care and maintenance and the deposit remains open at depth below the area of previous mining.

Existing Processing Plant and Infrastructure

One benefit of this project is the existing infrastructure. In this case, an existing processing plant (concentrator) capable of producing 450-kilo-tons- per-annum (ktpa) of nickel, a 250-person accommodation camp, and direct access to the site from Hanoi on a 240 km paved highway.

Other advantages include ample low-cost hydroelectric power and a professional low-cost labour force, as well as being located in a country that has become an Asian hub for electronics and battery manufacturing.

Solid Bank Account

In September 2020, Blackstone raised A$17.8 million by issuing 42.4 million shares at A$0.42 per share. As of December 31, 2020, the Company had approximately A$22 million in the bank that should cover off its exploration activities at the Ta Khoa Project this year.

Final Thoughts

In the race for EV dominance, China is leading the pack and with that, south-east Asia is becoming a supplier of raw materials and finished products.

Vietnam is already a hub for electronics and battery manufacturing and Blackstone’s project could add some additional “mineral” weight to its competitive advantage.

Project Site Map:

Blackstone Project Map

SOURCE: