The Resource Angle

JRP3 · Nov 4, 2022

MP Materials came in with a nice beat

MP Materials Corp. (MP) Tops Q3 Earnings and Revenue Estimates

MP Materials Corp. (MP) delivered earnings and revenue surprises of 20% and 4.66%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

finance.yahoo.com

Cosmacelf · Nov 4, 2022

JRP3 said:
MP Materials came in with a nice beat

MP Materials Corp. (MP) Tops Q3 Earnings and Revenue Estimates

MP Materials Corp. (MP) delivered earnings and revenue surprises of 20% and 4.66%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

finance.yahoo.com

The entire mining sector is on fire lately. I posted upthread about my basket of five mining majors I recently bought, ones with exposure to battery minerals. These all have very nice dividends too.

JRP3 · Nov 4, 2022

Yes, I hold Glencore and Vale as well.

ggies07 · Nov 15, 2022

Maybe some of you saw this already, as the article is from October, but this is great to see:

U.S. DOE's Argonne National Laboratory verifies performance of Redwood cathode from recycled content

DOE’s Argonne National Lab tested Redwood's recycled metal against virgin mined material to validate the performance of our cathode in battery cells. The results? “Pristine performance can readily be obtained” from Redwood's cathode.

www.redwoodmaterials.com

Results showed identical cycle-life performance, discharge capacity and Coulombic efficiency between cathode materials made from metal-sulfates from virgin mined metals and those synthesized from recycled materials by Redwood. Furthermore, rate capability and area-specific impedance measurements even showed an advantage when using certain Redwood metal-sulfates.

Argonne concluded “pristine performance can readily be obtained” from Redwood’s recycled metal-sulfates and will have higher capacity and lower direct current internal resistance.

ggies07 · Nov 15, 2022

And then there is this:

Panasonic to source high-nickel cathode from Redwood

Panasonic will source Redwood’s cathode material for battery cell production in Panasonic’s new Kansas plant, targeted to come online in 2025. This will be the first time cathode has been produced in North America at Gigafactory scale and used in U.S. battery cell manufacturing.

www.redwoodmaterials.com

Panasonic will source Redwood’s cathode material for battery cell production in Panasonic’s new Kansas plant, targeted to come online in 2025. This will be the first time cathode has been produced in North America at Gigafactory scale and used in U.S. battery cell manufacturing.

nativewolf · Nov 28, 2022

'Holy grail' of copper mining can unlock metal from waste stream – Jetti CEO

Mike Outwin, co-founder and CEO of Jetti Resources, told S&P Global Commodity Insights that the copper sector could meet a growing need by using Jetti's technology to pull copper from what would otherwise be considered waste.

www.spglobal.com

Company is working on copper leach streams to further extraction. Huge deal as the process could unlock millions of tons copper from minerals that are difficult to process and are dumped. It could actually crash copper markets a bit if bhp installls it and it works.

JRP3 · Dec 22, 2022

MP down 11% this morning, can't find any reason why.

wdolson · Dec 22, 2022

JRP3 said:
MP down 11% this morning, can't find any reason why.

It may have started with profit taking that triggered a sell off as antsy investors thought somebody knew something they didn't. The market is twitchy right now.

JRP3 · Jan 30, 2023

ABML hires former Tesla people

ABTC Prepares for Commissioning of Lithium-Ion Battery Recycling Plant with Onboarding of Key Operations Team Leadership

American Battery Technology Company, (ABTC) (OTCQX: ABML), an American critical battery materials company that is commercializing both its primary minerals manufacturing and secondary minerals lithium-ion battery recycling technologies, has hired and onboarded key leadership members of its...

finance.yahoo.com

JRP3 · Feb 1, 2023

Electro-extraction for recycling and mining, Nthcycle works with existing recyclers and miners to process material Nth Cycle - Lithium Battery Recycling & Mining Technology

ggies07 · Feb 1, 2023

JRP3 said:
Electro-extraction for recycling and mining, Nthcycle works with existing recyclers and miners to process material Nth Cycle - Lithium Battery Recycling & Mining Technology

Thanks. I wonder which company will be more successful - Redwood Materials or Nthcycle? would love to invest in both.....

JRP3 · Feb 1, 2023

ggies07 said:
Thanks. I wonder which company will be more successful - Redwood Materials or Nthcycle? would love to invest in both.....

JRP3 said:
Nthcycle works with existing recyclers and miners to process material

She said they are working with Redwood Materials.

ggies07 · Feb 1, 2023

JRP3 said:
She said they are working with Redwood Materials.

Ah, haven't watch the video...won't be able to until tomorrow morning.

ggies07 · Feb 2, 2023

JRP3 said:
She said they are working with Redwood Materials.

ok, just watched it...great interview and can't wait to see them expand. I was just thinking - since their product has a modular design, how about partnering with The Metals Company? That way TMC can focus on just collecting the nodes and letting Nth Cycle process them?

ggies07 · Feb 6, 2023

I unfortunately bought TMC too high, but glad to see it's making gains in the past few days.

TN Mtn Man · Feb 6, 2023

ggies07 said:
I unfortunately bought TMC too high, but glad to see it's making gains in the past few days.

Me too. Even though it's nearly tripled in the last few weeks, I'm still down over 50%. Lots better than 80%! HODL

wdolson · Feb 6, 2023

I expect TMC will probably go up into a fair profit range after they start actually producing ore. I've noticed mining stocks tend to be very volatile.

damonbrodie · Feb 7, 2023

wdolson said:
I expect TMC will probably go up into a fair profit range after they start actually producing ore. I've noticed mining stocks tend to be very volatile.

I've done some reading on TMC. Sounds like an interesting and innovative idea, but given their revenues are still at zero it seems like it is a very risky bet at the moment. I hope they can move past the chasm between "idea" and "profitability"!

petit_bateau · Feb 7, 2023

damonbrodie said:
I've done some reading on TMC. Sounds like an interesting and innovative idea, but given their revenues are still at zero it seems like it is a very risky bet at the moment. I hope they can move past the chasm between "idea" and "profitability"!

Is this the same TMC that you folks are interested in ?

Leaked video footage of ocean pollution shines light on deep-sea mining

Company rebuts claims by scientists that ‘uncontrolled and unscientific’ practices highlight dangers of going ahead with seabed mining

www.theguardian.com

If so, do you appreciate what the environmental consequences are of deep seabed mining ? This is about the most fragile ecosystem on the panet.

Buckminster · Feb 18, 2023

https://twitter.com/x/status/1627174838602436608

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Panasonic will source Redwood’s cathode material for battery cell production in Panasonic’s new Kansas plant, targeted to come online in 2025. This will be the first time cathode has been produced in North America at Gigafactory scale and used in U.S. battery cell manufacturing.​

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Panasonic will source Redwood’s cathode material for battery cell production in Panasonic’s new Kansas plant, targeted to come online in 2025. This will be the first time cathode has been produced in North America at Gigafactory scale and used in U.S. battery cell manufacturing.