Nemaska Expl. Die günstigste Li2O Aktie der Welt?

"The Whabouchi project is one of the richest lithium deposit in the world with a grade that is second only to Talison Lithium's Greenbushes project in Australia," commented Guy Bourassa, President and Chief Executive Officer of Nemaska Lithium. "With the recent announcement of Rockwood Holding's intention to acquire Talison, we are beginning to see consolidation in the lithium space. The economics of our project are sound and we are in the final stages of completing the reports required to begin production of lithium hydroxide as the market for this added value niche product is heating up in response to the ever increasing demand for lithium batteries."

Project Updates

Whabouchi Project

The environmental, social and economic impact assessment report is scheduled to be filed with the Comite d'evaluation (COMEV) in late October, 2012. Nemaska Lithium has also filed a mining lease application with the Ministere des Ressources naturelles et de la Faune du Quebec (MRNF).

Sirmac Project

Nemaska's Sirmac project is comprised of 15 claims covering a total area of 645 hectares. Sirmac is located approximately 150 kilometres northwest of Chibougamau and about 125 kilometres from the Whabouchi project. The Corporation believes that Sirmac has the potential to produce technical grade spodumene concentrate for direct use in the glass and ceramic industries. With concentrate from this project, Nemaska's objective is to sell products to a broader lithium market base.

A 3,000 metre diamond drill program is currently under way at Sirmac. To date 38 holes totalling 1,975 metres of drilling has been completed, 566 channel samples were taken from 29 channels covering 760 metres, and a stripping campaign of 13,000 m2 has been completed. The Corporation expects drilling to conclude in approximately two weeks. Upon completion of this drilling program, Nemaska expects to produce its first NI 43-101 compliant resource estimate on the Sirmac project. In addition, bench scale metallurgical testing of spodumene concentrate has been completed by SGS Minerals Services in Lakefield, Ontario. Larger pilot scale metallurgical testing for producing spodumene concentrate of technical grade, is scheduled for November and December 2012.

Finally, the Corporation wishes to announce that Mr. Yves Caron has resigned from the Board of Directors.

About Nemaska

Nemaska Lithium is an exploration and development company with its Whabouchi and Sirmac lithium deposits located in the James Bay Region in the Province of Quebec. Both projects are easily accessible year round by the Route du Nord from Chibougamau. The Whabouchi lithium deposit is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska plans to become a lithium hydroxide/carbonate producer based in Quebec and has filed patent applications for its proprietary method to produce lithium hydroxide and lithium carbonate. The Corporation's lithium hydroxide/carbonate processing plant will be located in Valleyfield, Quebec. Nemaska is also an important shareholder of Monarques Resources Inc. (TSX VENTURE:MQR).

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
________________________________________
CONTACT INFORMATION:
Guy Bourassa
President
418 704-6038
info@nemaskalithium.com
www.nemaskalithium.com

or

Wanda Cutler
Investor Relations
416 303-6460
wanda.cutler@nemaskalithium.com

or

Victor Cantore
Investor Relations
514 831-3809
victor.cantore@nemaskalithium.com

or

Jeff Walker
The Howard Group
Investor Relations
888 or 403 221-0915
jeff@howardgroupinc.com

hier kann mal etwas die ausmaße der mine sehen.

Nemaska Lithium - The Whabouchi Project

 

www.nemaskalithium.com/documents/files/...thium-whabouchi-project.pdf

The Company's CEO is travelling to China to attend the 3rd Lithium Asia Conference in Chengdu, China, on September 27 and 28, to further discussions with potential buyers with a goal of securing long term sales agreements. This conference is attended by all the major producers and consumers of lithium globally, including Nemaska's strategic investor, Sichuan Tianqi Lithium Industries Inc. (Tianqi Lithium). Tianqi Lithium owns 19.9% of Nemaska Lithium and is represented on the Board of Directors.

Nemaska Lithium is currently developing its Whabouchi lithium project with a goal to be in production by 2014. The Whabouchi project is the richest North American spodumene deposit and is ranked as the 2nd hard rock lithium project closest to enter the chain of supply by independent researchers SignumBox in Chile. Nemaska Lithium will be releasing the results of its Preliminary Economic Assessment on October 2nd, 2012.

The production of lithium ion batteries has grown by 20% from 2000 to 2011, overtaking nickel cadmium type batteries in the market. Manufacturers have made use of lithium batteries higher energy density, life cycle and low weight in several applications including mobile telephones, laptops, tablets, and power tools. Lithium is used in battery cathodes and lithium hydroxide is used in LFP (lithium ion phosphate) and some NMC (nickel magnesium cobalt) battery cathodes. The use of LFP and NMC cathode materials has grown since 2010 as these materials are incorporated into new technologies such as electric vehicles and grid storage batteries.

About Nemaska

Nemaska Lithium is an exploration and development company with its Whabouchi and Sirmac lithium deposits located in the James Bay Region in the Province of Quebec. Both projects are easily accessible year round by the Route du Nord from Chibougamau. The Whabouchi lithium deposit is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska plans to become a lithium hydroxide/carbonate producer based in Quebec and has filed patent applications for its proprietary method to produce lithium hydroxide and lithium carbonate. The Corporation's lithium hydroxide/carbonate processing plant will be located in Valleyfield, Quebec. Nemaska is also an important shareholder of Monarques Resources Inc. (TSX Venture Exchange: MQR).

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
________________________________________
CONTACT INFORMATION:
Guy Bourassa
President
418 704-6038
info@nemaskalithium.com
www.nemaskalithium.com

or

Wanda Cutler
Investor Relations
416 303-6460
wanda.cutler@nemaskalithium.com

or

Victor Cantore
Investor Relations
514 831-3809
victor.cantore@nemaskalithium.com

or

Jeff Walker
The Howard Group
Investor Relations
888 or 403 221-0915
jeff@howardgroupinc.com

hat Nemaska offenbar wieder auf den Speiseplan vieler Investoren gebracht. Kursanstieg und Volumen sehen jedenfalls gut aus.

 

So einen Anstieg hätte ich mir auch für Matamec gewünscht, nachdem sie den Deal mit Toyota eingetütet haben.

zu einem recht gesunden Aufwärtstrend sein.

         Assessment (PEA) of Nemaska Lithium's mine, concentrator and      
         lithium hydroxide plant. Mr. Guy Bourassa, President and CEO of  
         Nemaska Lithium will discuss how Quebec is emerging as a global  
         lithium centre driven by the ever increasing demand for lithium  
         batteries. These facilities (mine and concentrator) will create  
         value added jobs in Quebec's north in the Cree Nation of Nemaska  
         as well as the south in Valleyfield, Quebec where the lithium    
         hydroxide/carbonate plant is slated to be built. Mr. Denis        
         Lapointe will profile Valleyfield as a premier industrial        
         manufacturing centre for existing and emerging industries in      
         Quebec.                                                          
                                                                           
When:     October 2, 2012, 4:30 pm                                          
                                                                           
Where:    Hotel Sofitel Montreal Le Carre Dore                              
         1155 Sherbrooke Ouest, Montreal - Quebec, H3A 2N3                
                                                                           
         Pablo Picasso Room

About Nemaska

Nemaska Lithium is a Quebec based exploration and development company that is moving toward becoming a lithium hydroxide/carbonate producer based in Quebec. With its proprietary methods to produce lithium hydroxide and lithium carbonate, it intends to become one of the world's leaders in this growing high value added market.

________________________________________
CONTACT INFORMATION:
Wanda Cutler
Investor Relations
416 303-6460
wanda.cutler@nemaskalithium.com

or

Victor Cantore
Investor Relations
514 831-3809
victor.cantore@nemaskalithium.com
www.nemaskalithium.com

wie nemaska aus dem über ein jahr andauernden (schönheits)schlaf aufwacht!
kam auch gutes volumen in kanada zu stande.. davon war hier leider nix zu sehen..

All time high ist 0,61$ mal schauen wie hoch es geht und wie die news ankommen werden;)

gruß black.jack

ein kleines video zu nemsaka lithium:
videos.videopress.com/kJ6QWL61/nemaska_sept17h264_fmt1.ogv

gruß black.jack

Press Conference to review the results of the Preliminary Economic Assessment (PEA) of Nemaska Lithium's mine, concentrator and lithium hydroxide plant. Mr. Guy Bourassa, President and CEO of Nemaska Lithium will discuss how Quebec is emerging as a global lithium centre driven by the ever increasing demand for lithium batteries. These facilities (mine and concentrator) will create value added jobs in Quebec's north in the Cree Nation of Nemaska as well as the south in Valleyfield, Quebec where the lithium hydroxide/carbonate plant is slated to be built. Mr. Denis Lapointe will profile Valleyfield as a premier industrial manufacturing centre for existing and emerging industries in Quebec.

When:

October 2, 2012, 4:30 pm

Where:

Hotel Sofitel Montreal Le Carre Dore

1155 Sherbrooke Ouest, Montreal - Quebec, H3A 2N3

Pablo Picasso Room

About Nemaska

Nemaska Lithium is a Quebec based exploration and development company that is moving toward becoming a lithium hydroxide/carbonate producer based in Quebec. With its proprietary methods to produce lithium hydroxide and lithium carbonate, it intends to become one of the world's leaders in this growing high value added market.

________________________________________
CONTACT INFORMATION:
Wanda Cutler
Investor Relations
416 303-6460
wanda.cutler@nemaskalithium.com

or

Victor Cantore
Investor Relations
514 831-3809
victor.cantore@nemaskalithium.com
www.nemaskalithium.com

Le principal marché de l'entreprise québécoise demeure l'Asie.  L'extraction de lithium permet de fabriquer des piles au lithium pour  les voitures ou divers produits électroniques et de faire fonctionner  des parcs éoliens.

Selon M. Bourassa, il s'agit d'une bonne nouvelle pour le sud  comme le nord de la province. « On a souvent dit que les entreprises qui  investissent dans le Nord ne font pas de transformation, ce n'est pas  notre cas », a-t-il noté.

Le gouvernement du Québec n'a pas encore de billes dans ce  projet, mais selon le dirigeant, il est possible qu'Investissement  Québec et la Société du Plan Nord investissent ultérieurement.

« Aussi, nous ne recevons aucun argent public pour les  infrastructures, car nous sommes tout près de la route vers Nemaska », a  dit fièrement M. Bourassa.

En attendant l'annonce officielle, l'action de l'entreprise  poursuit sa montée. Le titre inscrit à la Bourse de croissance, à  Toronto, a fermé à 0,60 $, en hausse de 0,02 $. Au cours du dernier  mois, il a doublé sa valeur.

 

 

 

argent.canoe.ca/lca/affaires/quebec/archives/2012/10/nemaska-lithium-prevoit-creer-300-emplois.html

hab ich aus stockhouse scheinbar hat SQM die lizenzen in chie entzogen bekommen, wen ich richtig lese oder wie versteht ihr das?

 

Oct 1 (Reuters) - Chile has revoked a decision allowing local firm and world No.1 lithium producer SQM to develop a new concession to produce the mineral in the country, the government said on Monday, after a rival bidder challenged the terms of the deal.

Chile is the world's top supplier of lithium, widely used in products ranging from hybrid vehicles to smartphone batteries, accounting for around 40 percent of global supplies.

Contracts for lithium production can be awarded under special circumstances despite a constitutional ban on concessions that has curbed output.

Rival bidder Li Energy Spa said that SQM had not met the tender's requirements as it has legal matters pending with the state.

Lithium, iodine and fertilizer firm SQM had been awarded a 20-year concession on Sept. 24 for around $40.6 million.

The mining ministry said late on Monday that the entire lithium tender had been invalidated. Other bidders had included a consortium comprising Li Energy, Posco Ltd, Mitsui & Co  and Daewoo International Corp.

Some in Chile had decried the tender, accusing the government of surrendering a valuable resource to private hands.

Critics had also blasted the ministry for awarding the concession to SQM, whose chairman is ex-dictator Augusto Pinochet's former son-in-law and whose chief operating officer is the brother of Mining Minister Hernan de Solminihac.

The minister did not participate in the development of the lithium contracts to avoid a conflict of interest, however.   (Writing by Alexandra Ulmer; Editing by Joseph Radford)

 

 

www.reuters.com/article/2012/10/02/...oncession-idUSL1E8L203X20121002

ca.finance.yahoo.com/news/iiroc-halt-nemaska-lithium-inc-164100178.html

Nemaska Lithium Inc.
TSX VENTURE: NMX
          
FRANKFURT: N0T                    §
    OTCQX:     NMKEF                    §
          §
Other Recent News | Printer Friendly Version



________________________________________
October 2, 2012
Press conference - English Broadcast
MONTREAL, QUEBEC--(Marketwire - Oct. 2, 2012) - An English version of the Press Conference will be available on the Nemaska website at www.nemaskalithium.com at 4:30 this afternoon.


________________________________________
CONTACT INFORMATION:
Wanda Cutler
Investor Relations
416 303-6460
wanda.cutler@nemaskalithium.com

or

Victor Cantore
Investor Relations
514 831-3809
victor.cantore@nemaskalithium.com
www.nemaskalithium.com

tmx.quotemedia.com/...le.php?newsid=54733320&qm_symbol=NMX

Nemaska Lithium Announces Positive Preliminary Economic Assessment (PEA) for Whabouchi Mine and Lithium Hydroxide/Carbonate Plant

PEA Highlights
(All calculations assume a selling price of US$8,000/t for Lithium Hydroxide and US$6,500/t for Lithium Carbonate using a 6% Li 2 O spodumene concentrate)
(All figures are quoted in CAD$, unless otherwise specified)
Life of Mine Production 3.8 million tonnes of 6 % Li2O spodumene concentrate to be converted into approximately 366,000 tonnes of battery grade lithium hydroxide and approximately 177,000 tonnes of battery grade lithium carbonate
Life of Mine Revenue US$4.1 billion
Pre-Tax Cash Flow $1.8 billion
Pre-Tax NPV 8% Discount (base case) $567 million
Pre-Tax NPV 6% $753 million
Discount Pre-Tax NPV 10% Discount $424 million
Pre-Tax Internal Rate of Return (IRR) 23.3%
Average Cost Per Tonne Lithium Hydroxide $3,400/t
Average Cost Per Tonne Lithium Carbonate $3,500/t
Total Initial Capital Costs $454 million (including contingency of $50 million (13%) and $15 million of working capital)
Expected Mine Life 18 years
Pay Back of Capital Costs 3.8 years

"Our proprietary electrolysis method of producing lithium hydroxide will set Nemaska apart from the competition, having the distinction of being the only producer with predictable stable input costs throughout the life of the project," Mr. Bourassa said. "We believe our ability to control conversion costs will provide us with a competitive advantage and enable us to grow our market share as the forecasted demand for lithium hydroxide comes to fruition." He continued, "With the positive economics of the mine and plant in place we can turn our attention to aggressively marketing our products. To that end, we have already sent samples of battery-grade lithium hydroxide to potential customers for evaluation and the response to date has been very positive. We will update the market on the progress on this important front in the weeks to come."

 

affaires.lapresse.ca/economie/energie-et-ressources/201210/03/01-4579745-lithium-nemaska-prevoit-investir-450-millions.php

www.marketwire.com/press-release/...sx-venture-nmx-1709306.htm

"We are delighted to be advancing our relationship with our strategic partner, Tianqi Lithium, and we are eager to formalize a marketing arrangement with such experienced producer of battery grade lithium products," commented Guy Bourassa, President and CEO of Nemaska Lithium. "Tianqi Lithium is the largest supplier of battery grade lithium compounds to the Asian market. Both companies share a common vision of an expanding lithium market, especially in the lithium hydroxide sector, where new battery cathode technologies using lithium hydroxide are emerging as the cathodes of choice for lithium powered batteries. Nemaska is well positioned in this market with planned full scale production to come on stream in 2014. I look forward to updating our shareholders as we progress these strategic discussions with our partner, Tianqi Lithium."

The key advantages of using lithium hydroxide in battery cathodes over other chemical compounds include better power density, life cycle and safety qualities. Battery grade lithium hydroxide demand is forecasted to grow by 30% per year between 2012 and 2020 driven by the electric vehicle industry, energy storage and increase in total demand from all applications.

Nemaska Lithium has already produced and sent battery-grade lithium hydroxide and carbonate samples to potential customers for evaluation. Both were produced using Nemaska's proprietary electrolysis method. A patent application for this hydroxide production process was filed on April 23, 2012. Nemaska recently signed an off-take and collaboration agreement with Phostech Lithium Inc. for up to 500 tonnes per year of lithium hydroxide monohydrate from its Phase I plant.

About Tianqi Lithium

Sichuan Tianqi Lithium Industries Inc. (Shenzhen: 002466) is the subsidiary of Chengdu Tianqi Industry Group Co., Ltd. who holds 19.9% common shares of Nemaska. Tianqi Lithium is the world largest lithium chemical producer that converts from hard rock lithium concentrates. With its devotion of more than ten years to the research, production and sales of lithium compounds and chemicals, the company now offers a diverse product portfolio ranging from carbonate to lithium metal meeting almost all kinds of raw material demand of battery producers.

Tianqi Lithium holds a significant market share and is one of the most important raw material providers for the new energy industry in China. Through its international sales network the company is also on its way to respond to the increasing demand around the globe.

About Nemaska

Nemaska Lithium is a lithium exploration and development company with its Whabouchi and Sirmac deposits located in the James Bay Region in the Province of Quebec. Both projects are easily accessible year round by the Route du Nord from Chibougamau. The Whabouchi lithium deposit is located near the Cree community of Nemaska and the Nemiscau airport. Nemaska plans to become a lithium hydroxide/carbonate producer based in Quebec and has filed patent applications for its proprietary method to produce lithium hydroxide and lithium carbonate. The Corporation's lithium hydroxide/carbonate processing plant will be located in Valleyfield, Quebec.

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
________________________________________
CONTACT INFORMATION:
Guy Bourassa
President
418 704-6038
info@nemaskalithium.com

or

Wanda Cutler
Investor Relations
416 303-6460
wanda.cutler@nemaskalithium.com

or

Victor Cantore
Investor Relations
514 831-3809
victor.cantore@nemaskalithium.com

or

Jeff Walker
The Howard Group/ Investor Relations
888 or 403 221-0915
jeff@howardgroupinc.com
www.nemaskalithium.com

Nemaska steps into marketing mode

www.nemaskalithium.com/documents/files/.../nemaska_ANGLAIS.PDF

na da ist noch einiges zu erwarten, und bei diesen Kursen -  Sau billig das Teil.

erste Käufe mit succesiven Nachkäufen kann hier nicht schaden denke ich,

bei aller Vorsicht  derzeitiger Lage der  gesamten problematischen Markverhältnisse.

Allerdings werden sie noch einiges an Zeit brauchen bevor alles in trockenen Tüchern ist.

mfg
Arriba

Mr. Dufort will be replacing Mr. Pierre Demers as Vice President Operations. Mr. Demers was brought on to work with Nemaska to oversee the Preliminary Economic Assessment and Feasibility Study on the proposed Whabouchi lithium mine. Mr. Dufort is a seasoned mining operations professional with more than 30 years of experience in production, operations, sales, marketing and project management in the mining industry. Prior to joining Nemaska, Mr. Dufort held the role of Vice President of Operations at Labrador Iron Mines where he spearheaded the overall development of the engineering, procurement and construction, (EPCM) of their mining facilities. During his tenure there, Mr. Dufort was directly involved in the negotiations with the five first nation communities as well as two provinces. Prior to that, he held various senior positions at SNC Lavalin, Orica Canada, ICI Canada, Barrick Gold and Noranda.

Nemaska has also hired Mr. Vicaire to assume the role of Director of Human Resources. Among other tasks Mr. Vicaire will develop and establish, in conjunction with our Cree partners, training programs required to maximize local employment. Mr. Vicaire brings more than 20 years experience in labour relations, employee engagement and employee/management conflict resolution. Prior to joining Nemaska, Mr. Vicaire held the position of Director Human Resources at several mid sized firms including General Dynamics and Le Groupe Ocean, each employing between 250-300 people. In addition, Mr. Vicaire held various human resources positions at Noranda's Murdochville mine where he worked his way up from a labourer in the concentrator to an HR role following the completion of his degree.

"First of all I would like to thank Pierre for agreeing to postpone his retirement and assist us during this critical stage of the Company's development. He has made a tremendous contribution to Nemaska during the past 18 months," commented Mr. Bourassa President and CEO of Nemaska Lithium. "I am very pleased that we could attract two individuals of Daniel and Marc's calibre to our team. They both bring an excellent skill set that is directly applicable to our stage of development and complements our existing management team. I am confident that their contributions will be immediately felt as we move this company forward."

About Nemaska

Nemaska Lithium is a lithium exploration and development company with its Whabouchi and Sirmac deposits located in the James Bay Region in the Province of Quebec. Both projects are easily accessible year round by the Route du Nord from Chibougamau. The Whabouchi lithium deposit is located near the Cree community of Nemaska and the Nemiscau airport. The Sirmac project is located about 150km North of Chibougamau. Nemaska plans to become a lithium hydroxide/carbonate producer based in Quebec and has filed patent applications for its proprietary method to produce lithium hydroxide and lithium carbonate. The Corporation's lithium hydroxide/carbonate processing plant will be located in Valleyfield, Quebec.

Forward-looking statements contained in this press release involve known and unknown risks, uncertainties and other factors that may cause actual results, performance and achievements of Nemaska to be materially different from any future results, performance or achievements expressed or implied by the said forward-looking statements.

Nemaska Drills High Grade Lithium at Sirmac
Nemaska Lithium Inc.
TSX-V: NMX
OTCQX: NMKEF
Shares Outstanding 101.9 million
Fully Diluted 111.9 million
---------------------------------


Drill results were announced today following Nemaska's aggressive exploration program at its 100% owned Sirmac property in northern Quebec.  The drilling campaign wound up on September 28th and these final results support Nemaska's news on November 5th where the company announced it had discovered high grade lithium through extensive channel sampling.

 

In total, there were 72 holes drilled in this drill campaign giving Nemaska a total of 3,414 metres of core, which had multiple intersections of lithium grading over 2% with a high of 2.98%.  To put this into perspective, the highest grade hard rock deposit in the world, Greenbushes which is owned by Talison, has grades of 3.1% lithium.
 

Nemaska plans to complete a NI 43-101 resource estimate to determine if this property is able to produce technical grade concentrate which would expand its planned product offering once in production at its Whabouchi site in 2014.  

Today's news and drill results can be viewed here...
Posted by Jeff Walker at 10:08 AM  
Labels: Nemaska Lithium Inc.

nemaska ist nach den spekulationen vor der veröffentlichung wieder zu ruhe bzw auf den boden gekomen.. stehen vom kurs quasi wieder beim ausgangswert.

der newsflow in letzter zeit hat mir persönlich sehr gefallen.. das nächste jahr wird entscheidend sein für den erfolg von nemaska, aber ich denke die vorraussetzungen dafür sind sher gut! nur meine meinung
und die letzten bohrergebnisse von sirmac lassen auf eine ähliche güte wie Whabouchi vermuten..

zwei analysten kommentare von theenergyreport.com


Mansur Khan, Dundee Precious Metals Inc. (11/13/12) "We reiterate our Speculative Buy rating for Nemaska Lithium Inc. with a 12-month share price target of CA$0.70. . .impressive assay results were announced from Sirmac this morning, the company's second lithium project located 125Km south of flagship Whabouchi in Quebec. . .this spodumene deposit is notably low in iron, which could make Sirmac marketable to the technical-grade market (glass, ceramics) that pays a premium. . .some intervals reach grades of over 2.5% Li2O, in line with the world's largest hard rock producer. . .we believe Nemaska continues to be undervalued relative to peers."


Matt Gowing, Mackie Research Capital (11/2/12) "Nemaska Lithium Inc. has entered into discussions with Tianqi Lithium Inc. on strategies to jointly market and pursue off-take agreements with global end-users of lithium hydroxide and lithium carbonate. . .this is an important milestone as Tianqi Lithium may play a key role in marketing the company's lithium hydroxide and carbonate into high-demand regions such as China and other Asian countries. . .this news helps support our thesis that Nemaska Lithium has one of the most advanced and high-grade hard rock lithium projects in the world."

www.theenergyreport.com/pub/co/3586#quote

gruß black.jack

“Tianqi is a lithium-chemical converter company that purchases lithium concentrate from Talison and converts/upgrades lithium concentrate to lithium chemicals for downstream products,” Lee pens in a research note. “Tianqi currently buys essentially all of its lithium concentrate from Talison and Tianqi is the sole marketer of Talison’s operations going forward.”


The battery technologies and materials analyst argues that the Chinese conglomerate can and will trump any higher bid from Rockwood “given that Tianqi is too integrated with Talison to risk a takeover by Rockwood given Rockwood’s vertical integration in the lithium sector.”


“With higher bids emerging we believe that strategic implications are overtaking fundamentals and the bids show the importance of Talison to other industrial lithium companies,” Lee concludes.


There are intriguing elements to be digested by Nemaska watchers. Tianqi is clearly  interested based on its approximately 19% ownership in Nemaska, which has the second largest hard rock lithium deposit in the world and Vivian Wu, Vice President (Corporate Development) of Chengdu Tianqi Industry Group, is a board member (see HG blog of October 22nd).



Posted by Jeff Walker at 10:37 AM  
Labels: Nemaska Lithium Inc.

danke heller-g. sehr interessanter artikel!

übernahmepotential bietet nemaska sicherlich, ist schon sehr interessant, was sich da langsam aufbaut.

zwei punkte darf man bei dem szenario im artikel nur nicht vergessen: talison ist bereits produzent. hier stehen die tatsächlichen kosten für die produktion des lithium-konzentrats fest. nemaska ist noch explorer, hier gibt es bisher nur berechnungen und schätzungen zum umfang des lithium-vorkommens und zu den produktions- bzw. abbaukosten. das diese berechnungen nicht immer mit der realität übereinstimmen, sieht man z.b. bei navigator resources, die ihre talfahrt ein knappes jahr nach produktionsbeginn aufnahmen. für eine übernahme bedeutet dies, dass man bei talison weiss, was man kauft, bei nemaska eher die katze im sack kauft (mit gewinn- und verlustchancen behaftet!).

zum zweiten wird nemaska noch eine menge kohle brauchen, um produzentenstatus zu erlangen. dies bietet tianqi die möglichkeit, durch recht geringen finanziellen aufwand den anteil an nemaska zu erhöhen und noch mehr einfluss im aufsichtsrat zu erlangen. für tianqi wäre dann eine übernahme nicht mehr zwingend erforderlich, sondern man könnte den einfluss nutzen, um einen abnahmevertrag für das fertige lithiumprodukt zu guten konditionen auszuhandeln. so hätte tianqi vollen zugriff auf das lithium, gute konditionen und würde vom guten kurs nemaskas profitieren. auf der anderen seite hätte man nicht volles risiko, da man eben nemaska nicht komplett übernähme.

für uns anleger heisst das: so viel kohle wie möglich in nemaska pumpen, damit es für tianqi möglichst teuer wird - und für uns dann wiederum mehr kohle rumkommt, wenn es zur übernahme kommt. natürlich keine handelsaufforderung!

"The Phase 1 plant will allow us to produce lithium hydroxide/lithium carbonate and generate cash flow ahead of the Whabouchi mine construction which is progressing well and is in the permitting stage," commented Guy Bourassa, President and CEO of Nemaska Lithium. "In addition to fulfilling our first off-take agreement and securing future sales contracts, we will benefit from the experience of running and operating our plant on a smaller scale, gaining invaluable know-how as we construct and design the larger commercial facility. The Phase 1 plant will initially be supplied with spodumene concentrate and lithium sulfate available on the open market and possibly spodumene concentrate from the Whabouchi deposit through a bulk sample program. We intend to secure enough feed for 2 years of production while we advance the Whabouchi mine through construction. In addition to processing spodumene concentrate, the Phase 1 plant will also be used to recover lithium from by-product lithium sulphate sourced from industrial rejects. This could represent another revenue stream from the licensing of our technology to industrial customers. This revenue has not been calculated in our financial models at this point and would be entirely upside to the Nemaska story."

The equipment purchased for the Phase 1 plant can be used in Nemaska's planned larger commercial plant or can be sold or leased to a customer wishing to use the Company's proprietary technology to recover lithium from lithium sulphate rejects.

Whabouchi project progressing in parallel

Nemaska also confirms that the Whabouchi project (mine and concentrator) is progressing as expected and is currently in the permitting process. The environmental, social and economic impacts study report for the Quebec Government (Quebec EESIAS) is in the process of being completed. The Whabouchi project is also subject to the review of the Canadian Environmental Agency (CEA). The Company has just received the instructions for the preparation and filing of the environmental, social and economic impacts study required by the CEA (CEA EESIAS) and it is currently in draft. A large portion of the work already completed for the Quebec EESIAS will be used and incorporated in the CEA EESIAS. Once both reports are filed, public hearings will be held, most likely in Nemaska, Mistissini and Chibougamau, before the Federal and Provincial governments can grant the final authorizations for the Whabouchi project. The Company expects the process to be completed within the next 12 months. As the permitting process evolves, Nemaska will issue update reports.

With permitting progressing as planned, Nemaska's consultant Met-Chem is advancing the feasibility study on the whole project (Whabouchi mine and concentrator in the Nemaska Cree community region and a lithium hydroxide and carbonate processing plant in Salaberry-de-Valleyfield, Quebec). The Company expects feasibility study to be announced during Q2 of 2013. The completion and filing of the feasibility study has no impact on the overall schedule of the project as construction permits for the mine and concentrator are subject to the receipt of the certificates of authorization to be obtained from the Quebec and Federal environmental authorities.

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Nemaska Lithium Hires Lithium Expert Jean Francois Magnan as Technical Manager

 

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