Sufiy

Deep value, micro-cap, commodities, gold
Sufiy
Deep value, micro-cap, commodities, gold
Contributor since: 2007
Peak Oil Is Back! Secret Trade Memos, TTIP And Write-down Of Two-thirds Of US Shale Oil Explodes Fracking Myth.
We will start with the punch line:
"According to a secret trade memo obtained by the Huffington Post, the Obama administration and the European Union are pushing ahead with efforts to "expand US fracking, offshore oil drilling and natural gas exploration", as well as exports to the EU, under the prospective Transatlantic Trade and Investment Partnership (TTIP) agreement. The Guardian."
Why nobody in mass media is really talking about it? You decide for yourself, we will give you just couple of thoughts and will present the brilliant article by Dr Nafeez Ahmed in full, people are lazy these days even to click through - and we are not even talking about some independent thinking here. Gold and Truth about Peak Oil are two major things exposing the Central Banks scam and Inflation tax on our societies, so expect the full blown attack on both to keep the status quo. For those who are quick to come to the conclusions on who is behind the assault on "100% Safe Fracking" we will start with:
http://bit.ly/1lq3oLV#
Peak Oil Is Back! Secret Trade Memos, TTIP And Write-down Of Two-thirds Of US Shale Oil Explodes Fracking Myth.
We will start with the punch line:
"According to a secret trade memo obtained by the Huffington Post, the Obama administration and the European Union are pushing ahead with efforts to "expand US fracking, offshore oil drilling and natural gas exploration", as well as exports to the EU, under the prospective Transatlantic Trade and Investment Partnership (TTIP) agreement. The Guardian."
Why nobody in mass media is really talking about it? You decide for yourself, we will give you just couple of thoughts and will present the brilliant article by Dr Nafeez Ahmed in full, people are lazy these days even to click through - and we are not even talking about some independent thinking here. Gold and Truth about Peak Oil are two major things exposing the Central Banks scam and Inflation tax on our societies, so expect the full blown attack on both to keep the status quo. For those who are quick to come to the conclusions on who is behind the assault on "100% Safe Fracking" we will start with:
NATO: Russian Spies Against "100% Safe Fracking", Two-thirds Of US Shale Oil "Could Be Stolen By Chinese Hackers."
http://bit.ly/1lq3oLV#
Orocobre has done a great job!
Read what is coming next for this sector:
Kirill Klip.: Tesla's Elon Musk Expects 'Hundreds' Of Gigafactories As Lithium Battery Production For EVs Triples In Three Years.
After recent developments in the Energy sector this leadership from Elon Musk deserves support from all people who can still manage to apply their brain for the proper use, are you ready for another war to liberate another Oil and Gas fields? We still can try to stop it. Dump The Pump!
http://bit.ly/1j5Le5n#
New serious players in the Lithium market from Canada backed by China:
International Lithium Strategic Partnership With Ganfeng Lithium ILC.v TNR.v LIT
"International Lithium has chosen well the geographic locations for its Lithium projects. Ireland is the door to the European markets with friendly mining environment, government tax incentives and open for business policy. After extensive due diligence phase, which has confirmed historic mineralisation at Blackstairs project,International Lithium has signed 10 million J/V agreement with one of the top world-wide Lithium Materials producers from China Ganfeng Lithium.
Now the company is finalising the budget for the next stage of Blackstairs development and drilling will start this season according to the ILC newsletter. UK is destined for Electric Cars and today's announcement will provide the huge incentives to take this business opportunity very seriously."
http://bit.ly/1g4rgc0#
Eric Sprott: The Chinese Gold Vortex - Do Not Miss This Golden Opportunity
Gold is building a very strong reversal pattern after resent correction. The only problem is that we are not the only one watching this chart closely and manipulators are trying to paint the breakdown on the chart above. In the normal market this picture will indicate very strong Bull market, building the base after The Golden Cross to make its Second Bull Leg Up. We have the close right above the MA200 at $1,300 and Bollinger Bands suggest that volatility will increase dramatically. Will "They" be able to break Gold down again? This is the question which will separate boys from the men again. The most important for us that this technical picture reflects the fundamentals Eric Sprott is talking about in his article.
Should Gold confirm this reversal by breaking Up above the MA50 at $1,317 Gold Junior Miners with the strong stories will finally start to move. This very illiquid and speculative type of investments in Gold equities normally start to participate in the stage two of the Gold Rally, when liquidity from professional players is searching for the new "ten-baggers" after booking the profits from the initial Gold Breakout. Every market is the function of the supply and demand, with Equities hitting all-times-highs and moving into the weak "Sell In May" season Gold Junior Miners have all chances to remind why they are considered to be so volatile. The way up normally is a very dramatic move in magnitude after such an obliteration as you can see on the chart below. The most important indicator here is the Volume - money is coming into the sector.
http://bit.ly/1q60Nz5#
Eric Sprott: The Chinese Gold Vortex - Do Not Miss This Golden Opportunity
Should Gold confirm this reversal by breaking Up above the MA50 at $1,317 Gold Junior Miners with the strong stories will finally start to move. This very illiquid and speculative type of investments in Gold equities normally start to participate in the stage two of the Gold Rally, when liquidity from professional players is searching for the new "ten-baggers" after booking the profits from the initial Gold Breakout. Every market is the function of the supply and demand, with Equities hitting all-times-highs and moving into the weak "Sell In May" season Gold Junior Miners have all chances to remind why they are considered to be so volatile. The way up normally is a very dramatic move in magnitude after such an obliteration as you can see on the chart below. The most important indicator here is the Volume - money is coming into the sector.
http://bit.ly/1q60Nz5#
Eric Sprott: The Chinese Gold Vortex - Do Not Miss This Golden Opportunity
Gold is building a very strong reversal pattern after resent correction. The only problem is that we are not the only one watching this chart closely and manipulators are trying to paint the breakdown on the chart above. In the normal market this picture will indicate very strong Bull market, building the base after The Golden Cross to make its Second Bull Leg Up. We have the close right above the MA200 at $1,300 and Bollinger Bands suggest that volatility will increase dramatically. Will "They" be able to break Gold down again? This is the question which will separate boys from the men again. The most important for us that this technical picture reflects the fundamentals Eric Sprott is talking about in his article.
http://bit.ly/1q60Nz5#
It is not Tesla Model S, but we are moving into the right direction now:
Mercedes Benz Electric Car "B Class Electric Drive"
Very interesting Electric Car from Mercedes Benz with 122 miles range!
http://bit.ly/1nUKHU3#
Powered By Lithium: Electric Car Sales Have Doubled Every Year For Three Years
We have been writing about Electric Cars and Lithium for quite a while now and only a few devoted followers would remember the chart above and our "iPod moment" in this sector. It has finally arrived - Electric Cars are not toys any more and conquering our streets one parking slot at a time. Elon Musk and Tesla Motors has made Electric Cars desirable and fashionable, China will make them unavoidable and will bring the mass market for Electric Cars. Everything is ready now, technology is here and improving every day and strategic materials base is being built up as we speak.
http://bit.ly/1nUKdgL#
Tesla Motors made Electric Cars for real. Now China needs them just to survive.
Now Volvo, owned by Chinese Geely, joins the club of auto-makers salivating about the opportunity presented in the largest auto-market in the world with the chocking on the highest rate of air pollution population. All auto majors are in and betting on the War Against Pollution announced by China. Volvo joins Daimler, BMW, Volkswagen, Audi, Saab and even out-of-the-bankruptcy Fisker to fight pollution and make urban mobility still possible in China.
Elon Musk has added to the fire today with Beijing Auto Show flirting with Electric Cars represented by all major auto-makers: he is planning to produce Tesla Model S in China in 3 years time. We will make a separate entry about it.
China runs now the state level plan to build the Vertically Integrated Lithium Business to secure the strategic commodities like Lithium and take over the large market share in Lithium Batteries.
http://bit.ly/1msPr3c
And another kicker for McEwen Mining Las Bambas Chinaese deal opens Los Azules Copper potential now:
Las Bambas Purchase Shows China Is Still in the Hunt for Copper MUX TNR.v LCC.v CU
We have narrowed it down from the Wall Street headline: the best Copper projects are going to those who can think about the economic development with the long term view. We have been discussing Las Bambas Sale for quite a while here and other our stories could be coming to fruition now as well. Security of supply is the major issue during the next stage of the Rising Power and Chinese companies are scooping the Globe for the best projects available.
"Rob has mentioned as well that Argentina is changing for the better now: "Profits are coming out of the country now and political change will happen within next one and a half years. We have very large Los Azules Copper project in Argentina. Last year large projects went out of favour, we are sitting on it now. Copper prices are above 3 dollars now and we had the new PEA last Fall. It is our source of liquidity in the future." More:
http://bit.ly/1msemUj#
Great article Livio!

To add a few colours on the recent developments in Lithium Sector:

International Lithium: Ganfeng Lithium Is Halted Pending Major Acquisition

We are following International Lithium here with its strategic partner from ChinaGanfeng Lithium. Elon Musk with his Tesla Gigafactory has brought a lot of attention to the Lithium strategic commodity story and Asian companies are coming into the spotlight as well now. LG Chem is talking about building major Lithium battery plant in China and Lithium Materials Industry is getting the green light from the Chinese government in its efforts to curb the horrible pollution.

http://bit.ly/QBE7Hd#
Very good article Livio!
To add a few colours on the recent developments in Lithium Sector:
International Lithium: Ganfeng Lithium Is Halted Pending Major Acquisition
We are following International Lithium here with its strategic partner from ChinaGanfeng Lithium. Elon Musk with his Tesla Gigafactory has brought a lot of attention to the Lithium strategic commodity story and Asian companies are coming into the spotlight as well now. LG Chem is talking about building major Lithium battery plant in China and Lithium Materials Industry is getting the green light from the Chinese government in its efforts to curb the horrible pollution.
http://bit.ly/QBE7Hd#
The main next chapter for Tesla Motors will be China:
Lithium Art of War: How To Buy Tesla Model S And Beat Pollution In China ILC.v TNR.v TSLA KNDI
Government in China has declared the war on pollution and what could be a better weapon than Tesla Model S? If you can afford it, you will be going to battle every day in style. Tesla Model S will not become the weapon of mass pollution distraction in China yet, but it is the very important step. Network of Superchargers and Tesla Model E for the mass market will make the real difference. The very important note is that Tesla does not qualify for a lot of subsidies in China including the EV license plate.
Elon Musk has already floated the idea of production facilities in China and it can make Tesla the real success on a mass market scale. He will has to consider the dangers of copycat copies of Tesla technology in exchange for the Chinese mass market entry, but reverse engineering can be done even now and this market opportunity is definitely worth the shot.
Chinese companies are already moving ahead and getting ready for this revolution in transportation. Tesla sends the main message that Lithium based technology is ready and Electric Cars are here to stay. Jack Perkowski gives us a very good overview of Tesla's purchase process in China and we will give a few links about the Lithium Industry as usual.
http://bit.ly/1gNBbli#
Powered By Lithium: Tesla Model S 85 performance plus | Fully Charged
Robert Liewellyn is obviously having a lot of fun testing Tesla Model S. We are not so sure about his passenger, but he must get used to it already. Electric Cars are not toys any more - this is main message from this video and UK is destined to become the Capital of the world for the electric cars. So far progress is very slow, but coming Tesla Model S and Network of Superchargers will do the trick. The real irrevocable change will happen with Tesla Model E on the road. Meanwhile the industry prepares for the major surge in demand for Lithium Batteries for Electric Cars and for Energy Storage Systems to make Solar and Wind Power fully integrated in the modern grid system.
http://bit.ly/1dYpEtN#
Lithium Art of War: How To Buy Tesla Model S And Beat Pollution In China ILC.v TNR.v TSLA KNDI
Government in China has declared the war on pollution and what could be a better weapon than Tesla Model S? If you can afford it, you will be going to battle every day in style. Tesla Model S will not become the weapon of mass pollution distraction in China yet, but it is the very important step. Network of Superchargers and Tesla Model E for the mass market will make the real difference. The very important note is that Tesla does not qualify for a lot of subsidies in China including the EV license plate.
Elon Musk has already floated the idea of production facilities in China and it can make Tesla the real success on a mass market scale. He will has to consider the dangers of copycat copies of Tesla technology in exchange for the Chinese mass market entry, but reverse engineering can be done even now and this market opportunity is definitely worth the shot.
Chinese companies are already moving ahead and getting ready for this revolution in transportation. Tesla sends the main message that Lithium based technology is ready and Electric Cars are here to stay. Jack Perkowski gives us a very good overview of Tesla's purchase process in China and we will give a few links about the Lithium Industry as usual.
http://bit.ly/1gNBbli#
Copper M&A: Glencore Xstrata Close to Sale of Its Las Bambas Peruvian Copper Project MUX TNR.v LCC.v
According to the report China is closing the next mega deal in the resource sector in order to secure the supply of strategic commodities. This time it is copper. Another Chinese company - China National Gold is reported to be in talks with Ivanhoe on DRC Copper mine. We guess that the end of the world will be postponed again and China is using any opportunity to buy the real assets at the cheapest price possible. China is executing the state-level plan to diversify its reserves out of US Dollar and is buying assets in Gold, Copper and Lithium. We have mentioned before the rumours about Barrick Gold being in talks over its huge Pascua Lama with CITIC from China and are monitoring the sector for the conformation.
Rumour Mill: "CITIC Buying Into Pascua Lama" - Can Argentina Mining Really Make Its Come Back? TNR.v MUX ABX LCC.v
http://bit.ly/1l051F0#
Massive Short Squeeze Drives McEwen Mining Higher On Solid Results MUX TNR.v GDX GDXJ GLD HUI
McEwen Mining has delivered solid results in 2013, updated its resource estimates at the San Jose mine in Argentina and Gold breakout now drives the stock higher on the massive short squeeze this week. According to NASDAQ, McEwen Mining Short Interest was at 25.5 million shares in the end of February. Solid operational results, higher Gold and Silver prices are making shorts very nervous these days. Catalyst will come with the news from Nevada exploration program, El Galo 2 development with higher Silver prices and any Los Azules copper development can change the situation for McEwen Mining and TNR Gold overnight.
http://bit.ly/1gqFOAa#
Lithium: A Long-Term Investment - Buy Lithium!
Investment letter writers are jumping on the Tesla Gigafactory news and are spreading the word about Lithium as Strategic Commodity. OTC stocks with the word Lithium are exploding - be very careful there: over the counter market is totally unregulated and the word Lithium maybe the only thing related to this metal in those stocks. Always do your own DD. You have plenty to chose from in the real Lithium Industry starting with producers and going as far as Lithium Juniors. We are talking here about those that we know, please read our full disclaimer. We Look for those with strategic partners - Lithium End Users, like International Lithium with Ganfeng Lithium who can provide Capital and Expertise to develop new projects.
http://bit.ly/1luaocS#
Your point is valid, always make your own DD.
These stocks International Lithium $ILC.v and TNR Gold $TNR.v are in Canada and volume is picking up recently.
The most interesting here apart from projects is the strategic partnership with Lithium End User from China - Ganfeng Lithium. Projects in Ireland, Argentina, Canada.
Best,
TNR Gold $TNR.v and International Lithium $ILC.v - Both stocks are trading on TSX Venture exchange in Canada.
Best,
Sufiy.
Yes, TNR Gold $TNR.v owns 25.5% of International LIthium $ILC.v
Best,
Sufiy.
Tesla Battery Gigafactory, Lithium Materials And Lithium Miner
Time is to study the Tesla Gigafactory plans and its implications for the Lithium materials industry and Lithium miners. Euro Pacific has produced a very good report on the Lithium industry last summer. Now you should adjust Lithium demand estimates with Tesla Gigafactory news and LG Chem plans for the battery factory to be built in China.
http://bit.ly/1dquHGd#
Lithium Catalyst: LG Chem CEO Says Mulls Electric Car Battery Plant In China
Lithium sector is heating up after Tesla Gigafactory announcement and now Asian players are stepping in. As we have discussed before, the real industry players were accumulating quietly Lithium Assets and building new production facilities for years before Tesla has ignited the Lithium Rush again. One thing is for certain Battery Industry insiders are building new production facilities as they see the coming demand - it will require new secure sources of Lithium. We will have to learn the new names like world leading Integrated Professional Lithium Producer Ganfeng Lithium and its partner International Lithium from Canada with Lithium projects in Ireland, Canada And Argentina.
http://bit.ly/1g4Op7J#
Lithium Stocks Surging On $5B Tesla Gigafactory Plan
Now we have more details on Tesla Gigafactory and Elon Musk's plans to produce Lithium Batteries on a mass scale and dramatically reduce the cost. This plan brings catalyst to the whole electric cars and energy storage industry. As we have discussed before, Lithium materials industry is getting the boost as well. Investors are taking notice and Western Lithium is already up 300% this year. Rodinia Lithium and International Lithium are getting the bids now as well. After the initial hype in the Lithium sector the main question was when the mass market for electric cars will be coming to life. Now we have this answer and access to the capital will define the new winners among Lithium Juniors. International Lithium with its strategic partner Ganfeng Lithium from China, one of the top Lithium Materials producers in the world, are getting ready for the surge in demand advancing Lithium projects in Ireland, Canada and Argentina.
http://bit.ly/1cbp2Wt#
Now we have more details on Tesla Gigafactory and Elon Musk's plans to produce Lithium Batteries on a mass scale and dramatically reduce the cost. This plan brings catalyst to the whole electric cars and energy storage industry. As we have discussed before, Lithium materials industry is getting the boost as well. Investors are taking notice and Western Lithium is already up 300% this year. Rodinia Lithium and International Lithium are getting the bids now as well. After the initial hype in the Lithium sector the main question was when the mass market for electric cars will be coming to life. Now we have this answer and access to the capital will define the new winners among Lithium Juniors. International Lithium with its strategic partner Ganfeng Lithium from China, one of the top Lithium Materials producers in the world, are getting ready for the surge in demand advancing Lithium projects in Ireland, Canada and Argentina.
http://bit.ly/1cbp2Wt#
Lithium Stocks Surging On $5B Tesla Gigafactory Plan To Ramp Up Mass-market Electric Car
Now we have more details on Tesla Gigafactory and Elon Musk's plans to produce Lithium Batteries on a mass scale and dramatically reduce the cost. This plan brings catalyst to the whole electric cars and energy storage industry. As we have discussed before, Lithium materials industry is getting the boost as well. Investors are taking notice and Western Lithium is already up 300% this year. Rodinia Lithium and International Lithium are getting the bids now as well. After the initial hype in the Lithium sector the main question was when the mass market for electric cars will be coming to life. Now we have this answer and access to the capital will define the new winners among Lithium Juniors. International Lithium with its strategic partner Ganfeng Lithium from China, one of the top Lithium Materials producers in the world, are getting ready for the surge in demand advancing Lithium projects in Ireland, Canada and Argentina.
http://bit.ly/1cbp2Wt#
Lithium Stocks Surging On $5B Tesla Gigafactory Plan To Ramp Up Mass-market Electric Car ILC.v TNR.v LIT WLC.to
Now we have more details on Tesla Gigafactory and Elon Musk's plans to produce Lithium Batteries on a mass scale and dramatically reduce the cost. This plan brings catalyst to the whole electric cars and energy storage industry. As we have discussed before, Lithium materials industry is getting the boost as well. Investors are taking notice and Western Lithium is already up 300% this year. Rodinia Lithium and International Lithium are getting the bids now as well. After the initial hype in the Lithium sector the main question was when the mass market for electric cars will be coming to life. Now we have this answer and access to the capital will define the new winners among Lithium Juniors. International Lithium with its strategic partner Ganfeng Lithium from China, one of the top Lithium Materials producers in the world, are getting ready for the surge in demand advancing Lithium projects in Ireland, Canada and Argentina.
http://bit.ly/1cbp2Wt#
Lithium Stocks Surging On $5B Tesla Gigafactory Plan To Ramp Up Mass-market Electric Car
Now we have more details on Tesla Gigafactory and Elon Musk's plans to produce Lithium Batteries on a mass scale and dramatically reduce the cost. This plan brings catalyst to the whole electric cars and energy storage industry. As we have discussed before, Lithium materials industry is getting the boost as well. Investors are taking notice and Western Lithium is already up 300% this year. Rodinia Lithium and International Lithium are getting the bids now as well. After the initial hype in the Lithium sector the main question was when the mass market for electric cars will be coming to life. Now we have this answer and access to the capital will define the new winners among Lithium Juniors. International Lithium with its strategic partner Ganfeng Lithium from China, one of the top lithium materials prioducers in the world, are getting ready for the surge in demand.
http://bit.ly/1cbp2Wt#
Thank you.
Nothing is for certain, but it is changing already and big guns are taking the opportunity:
$1.2 Billion Chevron deal
http://bit.ly/1hCho52#
Yamana Gold to invest $450 million
http://bit.ly/1hCho53#
Repsol $5B was approved yesterday
Goldcorp and PAAS ...
Pascua Lama will be the major development for Argentina mining landscape
Best!
Rumour Mill: "CITIC Buying Into Pascua Lama" - Can Argentina Mining Really Make Its Come Back?
Is this rumour too good to be true for the proud people of Argentina? Can Argentina ever make its come back in mining? On the one hand we have still the very strong perception of the high political risk and on another hand we have reports from the ground about the changing environment in the country:
http://bit.ly/Nx0go1#
Lithium Catalyst: Next Week Is Tesla Lithium Battery Gigafactory Week.
Tesla brings the spotlight to the Lithium Battery industry and Lithium as strategic commodity. Numerous reports have shown that further rapid production development by Tesla Motors is impossible without the advance in production of Lithium Batteries. Only economy of scale can bring the cost benefits allowing Tesla Model E for electric cars mass market to happen. Tesla Model X roll out was affected as well due to the shortage of Lithium Batteries. Elon Musk replies to the challenge in style with the announcement of the Lithium Battery Gigafactory with still mysterious partners involved and a lot of rumors about the talks with Apple.
Lithium batteries mass production means much lower prices and it will be the new long awaited catalyst for Tesla Motors and Electric Cars market in general. Situation will be even more interesting with serious development of Lithium Power Storage Batteries for Wind and Solar industries. Elon Musk's foundation of Solar City helps to bring this story up to the scale as well.
AutoGreenBlog reports:
"The production volume is expected to be at least 30 gigawatt-hours-worth per year. That's more storage than all the lithium battery factories in the world combined produce now."
It means that only Tesla's Gigafactory will take all Lithium supply allocated today to Lithium Batteries and the production of high purity Lithium will have to double. Industry insiders know that Nevada in no way is able to produce even any close amount of Lithium required, so it will be taken from international market.
Lithium ETF LIT is breaking out to the upside after the long consolidation phase and double bottom reversal in 2013. We are finally reaching the stage we were writing about for years here, when security of Lithium Supply will become the main priority not only the price. Companies like Ganfeng Lithium from China were quietly rumping up its production facilities to meet upcoming Lithium demand and acquiring strategic stakes in Lithium developers like International Lithium with projects in Ireland, Canada and Argentina. ILC.v has waken up recently in the market and we will monitor the developments next week. Junior miners with solid Lithium projects and access to the Capital with strong strategic ties to Lithium industry end-users will be the beneficiaries of this new Bull stage in Lithium market.
http://bit.ly/1bAk8S4#