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SEDI_bot eCobalt Solutions Inc. (formerly Formation Metals Inc.) $ECS just filed 10 reports. View full report: SEDI:ECS
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from #insiders,
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@anomalloy @Mxpx80, $ECS looks interesting, but any idea why so many insiders have recently been selling off?
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from #hotpick,
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@bullishpurple perhaps the selling is because this is a very small cobalt project $ECS only 1500 tons of cobalt sulfate annually over only 12.5 years.
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from #hotpick,
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@Mxpx80 @bullishpurple @anomalloy $ECS will be the first mover for cobalt production in the USA and they are not far from Tesla. The cobalt price will be going higher throughout 2017. I think its the best cobalt play out there as it is closest to production.
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from #hotpick,
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@Mxpx80 @samuraiSmash $ECS was up over 7 percent today and Cobalt is making daily highs. $ECS also has a banking feasibility study coming out this quarter. I thought the purpose of this room was to discuss stocks that have momentum and could see further near term upside?
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from #hotpick,
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@Mxpx80 $ECS will be the cobalt leader as they will be 1st to production in the USA. I like $CSR, $LIC and $CUZ as well
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from #index,
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@RocketRed @Onlyflaws $ecs is the only pure play on Cobalt and in the USA as well
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from #index,
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@Onlyflaws $ecs almost double in month...
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from #index,
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@Mxpx80 @Onlyflaws Cobalt hasn't even got halfway into its run. It traded at $50 in 200i and that was before electric vehicles were popular. It can go higher this time with political unrest in the DRC and the demand from lithium-ion batteries. $ECS will be the 1st producer in the USA and Tesla had stated that they will be sourcing raw materials for lithium-ion batteries from North American producers. $ECS is likely to go on a $ZEN (2013) or $GXS (2008) run.
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from #index,
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@Mxpx80 Yes, outside of the DRC cobalt was mined as a byproduct of nickel and copper. With nickel and copper prices down there has been less cobalt produced. With Tesla and other companies opening gigafactories to expand the production of lithium-ion batteries, even if copper and nickel prices picked up increasing cobalt production as a byproduct, the demand is still expected to outstrip the supply. $ECS will produce #cobalt as a primary product on it's deposit.
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from #index,
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@nobshere @RocketRed $ECS Anything come to mind ??? The shelf prospectus, subject to securities regulatory requirements, will allow the company to make offerings of up to $100-million of common shares, preference shares, debt securities, warrants, subscription receipts, units or any combination of such securities during the 25-month period that the shelf prospectus is effective.
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from #index,
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@Xriva Surprised article didn't mention other cobalt plays, like eColbalt - especially since they are US domestic. $ECS $ECSIF
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from #cobalt,
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@Mxpx80 @xriva The article is a good one but it is a paid advertisement for LiCo so that is probably why $ECS isn't mentioned
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from #cobalt,
SEDI_bot eCobalt Solutions Inc. (formerly Formation Metals Inc.) $ECS just filed 5 reports. View full report: SEDI:ECS
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from #insiders,
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@RocketRed $ecs cobalt pure play
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from #index,
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@RocketRed $ECS cobalt rolling out only pure cobalt company
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from #index,
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@PamplonaTrader $ECS overvalued vs $ARL.AX and $CLQ.AX
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@Excelsior @courtninja - OK you've forced my hand (haha!) and I promise this is the last time I'll post a #Cobalt list today. At least this one should be properly tagged and inclusive of all the suggestions different contributors offered up. Hope this helps! Cobalt Stocks Symbol OTC AEON METALS $AML.AX ALLOY RESOURCES $AYR.AX AMERICAN MANGANESE INC $AMY $AMYZF ARDEA RESOURCES $ARL.AX BARRA RESOURCES $BAR.AX BERKUT MINERALS $BTM.AX BRIXTON METALS CORP $BBB $BXTMF BROKEN HILL PROSPECTING $BPL.AX CANADIAN INTL MINERALS INC $CIN $CDNMF CASTLE SILVER RES INC $CSR $TAKRF CLEAN TEQ HOLDINGS LTD $CLQ.AX $CTEQF COBALT BLUE $COB.AX COBALT POWER GROUP INC $CPO COBALTECH MINING INC $CSK $BNCIF CONICO LTD $CNJ.AX CORAZON MINING $CZN.AX CRUZ CAPITAL CORP $CUZ $BKTPF DGR GLOBAL $DGR.AX $DGGRF ECOBALT SOLUTIONS INCORPORATED $ECS $ECSIF EQUATOR RESOURCES $EQU.AX FIRST COBALT CORP $FCC FORTUNE MINERALS LTD $FT $FTMDF GREEN SWAN CAPITAL CORP $GSW HARD CREEK NICKEL $HNC $HNCKF INTREPID MINES $IAU.AX $IAUFF KATANGA MINING LTD $KAT $KATFF KINGS BAY GOLD CORP $KBG $KBGCF LICO ENERGY METALS $LIC $WCTXF NZURI COPPER LTD $NZC.AX PLATINA RESOURCES LTD $PGM.AX $PTNUF RIVA RESOURCES $RIR.AX SHERRITT INTERNATIONAL CORP $S $SHERF SUNVEST MINERALS CORP $SSS $SRKZF UMICORE $NVJN.F $UMICF VICTORY VENTURES $VVN WOLFDEN RESOURCES $WLF
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from #cobalt,
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@PamplonaTrader Just added another 150k shs of $ARL.AX. Still ridiculously cheap, especially with peers also up 20% e.g. $ECS $NZC.AX $COB.AX etc #cobalt
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from #index,
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@Mxpx80 @R44 @jamjam I agree, I posted $ECS as a hotpick 2 weeks ago at .87 and was told by @samuraiSmash it wasn't a hotpick. $ECS hit $1.14 today. Stocks may not be a hotpick that day but may pay off in the next week or 2. If something has an upcoming catalyst it should be allowed to be discussed. Otherwise we can just talk about MOS 95 percent of the time.
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from #hotpick,
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@RocketRed $ecs still rolling
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from #index,
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@RocketRed $Ecs smoking
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from #index,
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@Mr.Smokey Financed at C$1.00 plus 1.50 warrants as cream on top. Selloff today down to 1 ?
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@CriticalInvestor @PamplonaTrader Didn't look into $ARL.AX yet, but eCobalt $ECS is barely economic at an average grade of 0.55% and with Cu/Au credits, where does 0.05% bring you in all this? Is this open pit laterite vs UG hard rock playing out?
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from #arl.ax,
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@PamplonaTrader @CriticalInvestor higher grade portion of the deposit is 50Mt @ 0.12% Co and 0.86% Ni vs ICP copper grades at around 0.73%, if I recall. Nickel is almost double the price of copper. Also, Ardea has scale, unlike $ECS. I think Ardea's KNP should compare favorably to $CLQ.AX's Syerston.
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from #arl.ax,
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@Mr.Smokey @CriticalInvestor $ECS is not 'barely economic'. When I check in the 2015 PEA for current Co prices, the IRR is around 34% and the post-tax 8.5%-NPV around 200M. Thats not super great, but it is clearly very economic. Plus it is in North America and could start production relatively soon, both factors make it all the more likely that it really gets into production. That said, the current valuation already takes all this into account for the most part, imo.
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@Newton Wow!
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@CriticalInvestor @Mr.Smokey You are correct, I assumed cobalt prices needing to be $19.50/lb for post-tax IRR of 24% from the top of my head, but those were cobalt sulfate heptahydrate prices.
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@newswire eCobalt Announces an Increase to the Previously Announced Bought Deal Financing @newswire/ecobalt-announces-an-increase-to-the-previously-announced $ECSIF $ECSIF $ECS
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from #newsroom,
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@Mr.Smokey @CriticalInvestor You are right in that it is not easy to follow the numbers in the $ECS PEA. Just today I stumbled over this sentence in the PEA for $CLQ.AX "The cobalt industry is primarily set up to produce chemicals (rather than metal) for use in a range of applications, including for the production of cathode precursors for lithium ion batteries. As such, while cobalt sulphate sometimes attracts a premium over the LMB cobalt metal price, the premium, if it exists, has in recent years been relatively low." So the 20% bonus for CoSO4 over the metal that ECS thinks they will get, might not really be there. Or is CLQ.AX underestimating their revenue? I don't know. But if EVs and storage really take off, then the demand increase will be specific to the sulphates, so a premium will be justified, I guess.
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@Jayfire @Mr.Smokey Great finding! Something worth following up on for sure... All I know is that cobalt prices have only been moving in one direction ;)
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@CriticalInvestor @Mr.Smokey Good find, might be that CLQ is downplaying this premium to create doubt on competitors as well, but being conservative on something not that transparent is a good thing too in my view.
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@PamplonaTrader Maybe to give themselves (CLQ) some flexibility on process flowsheet.
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@stateside Stateside Report Podcast - February 18, 2017 - http://www.comanusrising.com In this weeks February 18, 2017 Stateside Report Podcast we talk about the week in gold and gold stocks, talk about the upcoming resource shows in Toronto, discuss the volume and gainer leaders for resource stocks on the Canadian exchanges and then finally wrap up with the press releases from the past week issued by the Canadian junior explorers including: Genesis Metals $GIS Lexam VG Gold $LEX Marathon Gold $MOZ Bonterra Resources $BTR UEX Corp $UEX Cornerstone Capital $CGP Doubleview Capital $DBV Deep-South Resources $DSM Opawica Exploration $OPW Pasinex Resources $PSE eCobalt Solution $ECS West African Resources $WAF Golden Predator Mining $GPY and McLaren Resources $MCL We talk gold, silver, copper, lead, zinc, uranium, nickel, cobalt, oil and natural gas.
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from #index,
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@poor-white-trash Stocks Symbol OTC AEON METALS $AML.AX ALLOY RESOURCES $AYR.AX AMERICAN MANGANESE INC $AMY $AMYZF ARDEA RESOURCES $ARL.AX BARRA RESOURCES $BAR.AX BERKUT MINERALS $BTM.AX BRIXTON METALS CORP $BBB $BXTMF BROKEN HILL PROSPECTING $BPL.AX CANADIAN INTL MINERALS INC $CIN $CDNMF CASTLE SILVER RES INC $CSR $TAKRF CLEAN TEQ HOLDINGS LTD $CLQ.AX $CTEQF COBALT BLUE $COB.AX COBALT POWER GROUP INC $CPO COBALTECH MINING INC $CSK $BNCIF CONICO LTD $CNJ.AX CORAZON MINING $CZN.AX CRUZ CAPITAL CORP $CUZ $BKTPF DGR GLOBAL $DGR.AX $DGGRF ECOBALT SOLUTIONS INCORPORATED $ECS $ECSIF EQUATOR RESOURCES $EQU.AX FIRST COBALT CORP $FCC FORTUNE MINERALS LTD $FT $FTMDF GREEN SWAN CAPITAL CORP $GSW HARD CREEK NICKEL $HNC $HNCKF INTREPID MINES $IAU.AX $IAUFF KATANGA MINING LTD $KAT $KATFF KINGS BAY GOLD CORP $KBG $KBGCF LICO ENERGY METALS $LIC $WCTXF NZURI COPPER LTD $NZC.AX PLATINA RESOURCES LTD $PGM.AX $PTNUF RIVA RESOURCES $RIR.AX SHERRITT INTERNATIONAL CORP $S $SHERF SUNVEST MINERALS CORP $SSS $SRKZF UMICORE $NVJN.F $UMICF VICTORY VENTURES $VVN WOLFDEN RESOURCES $WLF
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from @poor-white-trash,
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@mineralised @brendan I agree that DRC is improving but the speculation on non-DRC cobalt is still valid because actual conditions and reported conditions do not need to be aligned for markets to respond, and speculators+press releases are controlling LME cobalt price right now which is driving the equities. My portfolio is 70%+ based in DRC precisely because of the sovereign discount applied to world class resources, and I am comfortable with the conditions there. $NZC.AX has moved past a valuation that I would normally consider fair for just Kalongwe, however exploration program could deliver another Kalongwe and make it cheap again (still very cheap vs $ECS for example). Look at $AFM, again very high quality core asset and unbelievable exploration potential. $ANL.AX incredible land holding, soon will be cheap based on Giro alone. $AVZ.AX holds 60% of the largest spodumene resource on earth with tin credits. Question is do you prefer geological risk or jurisdiction risk. You can't change the geology but you can back people that can handle the jurisdiction. Anyway - good to see a fellow DRC believer.
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from @brendan,
@newswire eCobalt Announces Closing of C$17.25 Million Bought Deal Financing @newswire/ecobalt-announces-closing-of-c1725-million-bought $ECSIF $ECS C$1.00 per Unit
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from #newsroom,
SEDI_bot eCobalt Solutions Inc. (formerly Formation Metals Inc.) $ECS just filed 3 reports. View full report: SEDI:ECS
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from #insiders,
SEDI_bot eCobalt Solutions Inc. (formerly Formation Metals Inc.) $ECS just filed 8 reports. View full report: SEDI:ECS
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from #insiders,
SEDI_bot eCobalt Solutions Inc. (formerly Formation Metals Inc.) $ECS just filed 2 reports. View full report: SEDI:ECS
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@hunterresources @brian What makes $CSR so interesting in your opion. I own $FT, $CUZ, $PAM, $CPO and $ECS. Haven't heard anything about $CSR yet. Looking to diversify some more a getting some of the gains with the others off the table. Thanx
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from @brian,
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@hunterresources @brian I don't trade these stocks I buy them because I believe in the big bull market for commodities we're in right now. I think it can take 5-10 years and we're just past the first year. Strategy is to buy and hold and sell half on a double, $CPO $FT $ECS and $PAM have doubled, but I still have to sell half of $CPO and $PAM. I am looking into the story and numbers before deciding to jump on $CSR. Let you know my humble opinion.
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from @brian,
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@QianPathFinder I currently own $KAT $FT $ECS
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from #cobalt,
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@tooearly $ECS is targeting only 1500 tonnes per year of cobalt production yet they already have a market cap of $180M CDN fully diluted. at $50k US per tonne cobalt pricing, they will only revenue $100M CDN per year. I can see more upside buying $KAT to be honest. #cobalt
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from #cobalt,
SEDI_bot eCobalt Solutions Inc. (formerly Formation Metals Inc.) $ECS just filed 8 reports. View full report: SEDI:ECS
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from #insiders,
SEDI_bot eCobalt Solutions Inc. (formerly Formation Metals Inc.) $ECS just filed 6 reports. View full report: SEDI:ECS
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from #insiders,