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Neometals Limited
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  • Neometals Ltd JV eyes first production at Mt Marion Lithium Project

    Monday, May 02, 2016 by Proactive Investors


    Neometals Ltd (ASX:NMT) and joint venture partners continue their strategic resource expansion drill program at the Mt Marion Lithium Project near Kalgoorlie, Western Australia.

    Mineral Resources Limited (ASX:MIN), operator has a 30% stake, Ganfeng Lithium Co., Ltd a 43% stake and Neometals a 27% holding in the project.

    The project is on schedule to achieve first production during 2016 which is timely as the price of lithium compounds remains high due to constrained supply during sustained strong growth in demand from renewable energy storage and electric/hybrid vehicle sectors.

    During the March quarter, 208 reverse circulation holes were drilled for a total of 20,404 metres and 10 diamond holes were drilled for a total of 525 metres.

    Drilling aims to extend the open‐pitable mine life through the extension to and in‐fill drilling of existing deposits.

    The program also aims to define new resources from outcropping pegmatites prospects on lithium rights acquired from Metals X Ltd (ASX:MLX) in July, 2015.

    A new resource estimate is planned for the June quarter, with an ore reserve estimate due in the September quarter.


    Mt Marion Lithium Project

    Mt Marion is a globally significant lithium deposit, containing total Indicated and Inferred Mineral Resources of 23.24 million tonnes at 1.39% Li2O and 1.43% Fe2O3.

    During the March quarter, the project operator, Mineral Resources continued the construction phase of the project.

    All site preparation work, installation of site offices and amenities, detailed engineering design work and construction of concrete civil works for the dry plant were completed.

    Overburden stripping is well progressed and the haul road to pit 1 is close to completion and on schedule according to mine start up plan.

    The first ore delivery to the ROM expected in early May, once the haul road is operational.


    Board appointments

    The company recently expanded its board with the appointment of two new independent directors effective from 14 April 2016, Doug Ritchie and Natalia Streltsova.

    Ritchie is a senior resources industry executive with over 35 years experience, including over 28 years working with Rio Tinto in various senior management roles.

    Streltsova is a PhD qualified chemical engineer with over 25 years experience in the minerals industry and an extensive background in mineral processing and hydrometallurgy across a range of commodities relevant to Neometals.


    Analysis


    Neometals ended the March quarter with a healthy $65.3 million cash in the bank and paid out $11.2 million in dividends during April.

    The company's share price is up circa 120% year to date, trading around $0.38.

    Neometals continues to remain in the small class of near term ASX lithium oxide mineral producers.

    Catalysts for the stock over the coming months include:

    - Ongoing drilling and progress updates at Mt Marion;
    - Mt Marion resource upgrade;
    - Buying back of the company's shares as part of the ongoing A$5 million program;
    - Completion of the definitive feasibility study at the Lithium Hydroxide Project; and
    - Completion of legal agreements for use of proprietary technology at the Barrambie Titanium Project.
    1. cedro58 cedro58 está desconectado
  • seguimos con la escalada

    Neometals Ltd (NMT)

    Sídney







    0,410 +0,020 +5,13%
    1. sevilla2014 sevilla2014 está desconectado
  • Tiene toda la pinta de dar nuevo tirón en los próximos días.
    1. cedro58 cedro58 está desconectado
  • tremenda de nuevo......esta es de la no hay quien la pare....

    Neometals Ltd (NMT) Sídney


    0,435 +0,035 +8,75%
    1. JoseDarriba JoseDarriba está desconectado
  • 0,38 ayer gran muralla y suelo estaba para empaquetarla, están desarrollando una patente de un sistema de producción de Hidróxido de Litio para sacar 280.000 toneladas al año, y venta de un pedido a China de 27 kilos de dólares.

    Esta y Galaxy hay que tenerlas bien empaquetadas

    http://hotcopper.com.au/threads/neom...st_id=17807538
    1. sevilla2014 sevilla2014 está desconectado
  • Este descanso le puede venir bien para el próximo rally.
    Esa patente le he visto en su web.
    Hannans en cuento entren las nuevas acciones, ya puede empezar a subir, el descuento pienso que se acabó. Yo llevo 100.000 acciones
    1. LorneMalvo LorneMalvo está desconectado
  • Tiene mina propia y produce litio actualmente o es tipo Dakota que siolo tiene prospecciones?

    Me sobra algo de liquidez e igual se la meto a esta, ahora que la veo algo corregida...
    1. JoseDarriba JoseDarriba está desconectado
  • Cita de LorneMalvo
    Tiene mina propia y produce litio actualmente o es tipo Dakota que siolo tiene prospecciones?

    Me sobra algo de liquidez e igual se la meto a esta, ahora que la veo algo corregida...
    Tiene la mina Mt Marion, nada de mendigar litio por agujeritos, tiene pa aburrir y paga dividendos, es de las grandes.
    1. LorneMalvo LorneMalvo está desconectado
  • Cita de JoseDarriba
    Tiene la mina Mt Marion, nada de mendigar litio por agujeritos, tiene pa aburrir y paga dividendos, es de las grandes.
    Perfecto. Voy a echarle un vistazo tb a Pioneer y decido
    1. TGC_22 TGC_22 está desconectado
  • Disparadoooo 17 arriba
    1. LorneMalvo LorneMalvo está desconectado
  • obviamente mi orden no ha entrado , enhorabuena a los que estáis dentro
    1. sevilla2014 sevilla2014 está desconectado
  • Dentro estoy desde Enero y lo que espero que me quede. Tiene toda la pinta de ponerse en máximos del año en breve
    1. JoseDarriba JoseDarriba está desconectado
  • Cita de sevilla2014
    Dentro estoy desde Enero y lo que espero que me quede. Tiene toda la pinta de ponerse en máximos del año en breve
    Igual le meto otro paquete, ahora en corrección.
    1. Luis Vale Luis Vale está desconectado
  • Cita de JoseDarriba
    Igual le meto otro paquete, ahora en corrección.
    Pero no era en 38 ?
    No eres fiel a tus principios, jaja
    1. JoseDarriba JoseDarriba está desconectado
  • Cita de Luis Vale
    Pero no era en 38 ?
    No eres fiel a tus principios, jaja
    Lo soy, 38c dije que era el momento ideal, pero no pensaba por aquel entonces en meter más en este valor...ahora ya, en corrección. Aunque no tengo claro si aumentaré en él, ya veremos, de momento igual entro en Pilbara.
    1. Luis Vale Luis Vale está desconectado
  • Cita de JoseDarriba
    Lo soy, 38c dije que era el momento ideal, pero no pensaba por aquel entonces en meter más en este valor...ahora ya, en corrección. Aunque no tengo claro si aumentaré en él, ya veremos, de momento igual entro en Pilbara.
    Eras broma !!!
    Yo no soy quien para juzgar la operativa de nadie.
    De hecho, creo q soy el menos indicado. Ya he perdido hasta el pelo !!!!!!!!

    Por cierto, Jose, puedes hacerme el favor de ver q se cuece en Hotcopper sobre un valor en concreto?
    1. JoseDarriba JoseDarriba está desconectado
  • Cita de Luis Vale
    Eras broma !!!
    Yo no soy quien para juzgar la operativa de nadie.
    De hecho, creo q soy el menos indicado. Ya he perdido hasta el pelo !!!!!!!!

    Por cierto, Jose, puedes hacerme el favor de ver q se cuece en Hotcopper sobre un valor en concreto?
    Jejeje todo Dios puede leer HotCopper Luís
    1. Luis Vale Luis Vale está desconectado
  • Cita de JoseDarriba
    Jejeje todo Dios puede leer HotCopper Luís
    Ok. Ya lo leo.
    Es q no consigo q me envíen el email de activación, y solo puedo leer un mensaje cada vez, y de esa forma no acabo de pillarle el truco a la organizacion de esos post.
    Pero no te preocupes, tengo tiempo, jejeje.
    1. sevilla2014 sevilla2014 está desconectado
  • Pero cuantos tienes Jose? Yo metí unos 5k y tengo unos 4k de beneficios, creo que tengo el cupo en este valor. Diversifica en otros sectores. Me voy a Blackmores y en breve venderé alguna chicharrona que llevo beneficios y me iré a holding ,salmoneras, servicios médicos, etc, hay varios valores en máximos históricos.
    1. JoseDarriba JoseDarriba está desconectado
  • Cita de sevilla2014
    Pero cuantos tienes Jose? Yo metí unos 5k y tengo unos 4k de beneficios, creo que tengo el cupo en este valor. Diversifica en otros sectores. Me voy a Blackmores y en breve venderé alguna chicharrona que llevo beneficios y me iré a holding ,salmoneras, servicios médicos, etc, hay varios valores en máximos históricos.
    Tengo poco jefe 3k
    1. Luis Vale Luis Vale está desconectado
  • Cita de sevilla2014
    Pero cuantos tienes Jose? Yo metí unos 5k y tengo unos 4k de beneficios, creo que tengo el cupo en este valor. Diversifica en otros sectores. Me voy a Blackmores y en breve venderé alguna chicharrona que llevo beneficios y me iré a holding ,salmoneras, servicios médicos, etc, hay varios valores en máximos históricos.
    Sevilla, ¿porque no miras algo del sector turismo o relacionado?
    Deberían de subir de cara al verano.
    (por cierto, en otro foro andamos vigilando Melia)
    1. sevilla2014 sevilla2014 está desconectado
  • Cita de Luis Vale
    Sevilla, ¿porque no miras algo del sector turismo o relacionado?
    Deberían de subir de cara al verano.
    (por cierto, en otro foro andamos vigilando Melia)


    De mi lista de valores preparados que tengo actualmente no tengo nada del sector turístico. Ví hace unos meses unas empresas de cruceros americanas y Noruegas, Royal Caribean y alguna más que no estaban nada mal, eso está en auge, pero pensando en medio largo plazo, mírate como van actualmente. Actualmente no me fió del mercado americano porque pienso que puede venir una buena corrección, parece que vendrá un ciclo de bajadas. Lleva varios años marcando máximos y ahora con la nueva fortaleza dólar, subida tipos, etc, creo que vendría. Mírate las noruegas.
    Podría ser interesante cadenas de hoteles low cost, nuevo nicho de mercado, estuve viendo una francesa pero iba poco a poco, no recuerdo el nombre, Puedes investigar algo ahí.
    En relación a España, pues preferiría después de elecciones una entrada, esas incertidumbres pueden arrastrar a casi todos los valores.
    Un saludo
    1. sevilla2014 sevilla2014 está desconectado
  • Posted on May 24, 2016 by Christopher Ecclestone


    When the latest drill results produced by the partners of Neometals Ltd. (ASX: NMT) in the Mt Marion project crossed our desk last week we couldn’t help but be impressed by the length and the grade of the intercepts. The next thing that struck us was the depth so we shot off a query to the company as to whether this implied that an underground phase might be warranted. The response came back that Greenbushes Cornwall Pit is down that deep so underground does not need to be considered. That pit is of course the Talison asset which is now carved up between Tianqi and Albemarle. On Mt Marion, the added nugget we were given was that, given the ultralow strip ratio, the pit will just get bigger/deeper. This got us thinking that Mt Marion could end up being massively larger than currently envisioned with a significantly longer life span. The corollary of this is that the residual stake that Neometals owns will be worth that much more and the temptation of the partners (particularly Ganfeng) to take Neometals out with increase. It is worth noting that Talison was taken over for over AUD$700mn when the AUD was higher against the USD.
    In this review we shall look at the latest drill results and hopefully get some colour by looking at the nearest comparable for Lithium superpits, the Cornwall mine.
    Latest Results
    The news that spurred us to dig deeper (excuse the pun) was the results of a program of deep Reverse Circulation drilling at the Mt Marion project has intercepted significant, deep, spodumene‐bearing pegmatite in consecutive drill holes along a south‐westerly trend at Area 2 West. It was a single fence of four, soon to be five, holes.
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    Assays received to date include the following significant intercepts:

    Assays are pending for pegmatite intercepts 0‐27m, 52‐122m, and 172‐369m in MMRC0394.
    The fifth hole, PROP803 (MMRC0395) was due to commence drilling on 19 May 2016 on strike of the drill holes detailed above and which appear in the oblique drill section. The corss-section of the results looks like this:

    The partners had previously indicated that planned infill and extension drilling program would prioritise the near surface mineralisation however it has been worth the effort to go deeper as the current RC drilling has defined previously unknown deep mineralisation. The striking of this mineralisation trends towards the processing plant location.
    Due to these favorable results the partners have decided upon a new extension drilling exploration program to commence immediately with a nominal value of AUD$4mn and with an anticipated completion timeline of around four months ensuring a flow of news.
    The effect of the results from the holes already drilled should be evident soon as new Mineral Resource and Mining Reserve estimates will be prepared with anticipated release of results to the market by the end of June 2016.
    Greenbushes – The Mother Lode
    In looking at how big a Lithium open-pit operation can be the key reference point is the Cornwall Pit of Talison Lithium in the Greenbushes area of Western Australia. The mine is based in a zoned granitic pegmatite. The main Greenbushes pegmatite is 2,500 metres long and 61 to 244 metres wide, trending north north-west. It is classed as a large LCT complex pegmatite (spodumene sub-class), is severely deformed, recrystallised, deeply weathered and fine grained to a point where it is difficult to map out the zonation. Two main zones are present:
    • Albite / Ta-Sn zone
    • Spodumene zone (hanging walls of the main pegmatite)
    This deposit has been mined almost continuously since tin was first discovered at Greenbushes in 1886. Indeed, Greenbushes is recognized as the longest continuously operated mine in WA.
    The first phase was tin mining from the 1880s until recent decades. Then Tantalum mining started in the 1940s with the advancement in electronics. Tantalum hard rock operations commenced in 1992 with an ore processing capacity of 800,000 tpa. By the late 1990s demand for tantalum reached all-time highs and the existing high-grade Cornwall Pit was nearing completion. In order to meet increasing demand a decision was made to expand the mill capacity to 4mn tpa and develop an underground mine, to provide higher grade ore for blending with the lower grade ore from the Central Lode pits.
    An underground operation was commenced at the base of the Cornwall Pit in April 2001 to access high-grade ore prior to the completion of the available open pit high-grade resource. In 2002, the Tantalum market collapsed due to a slow-down in the electronics industry and subsequently the underground operation was placed on care and maintenance. The underground operation was restarted in 2004 due to increased demand but was again placed on care and maintenance the following year and have remained so ever since.
    The mining of Lithium minerals is a relatively recent event with the commencement of production of lithium minerals in 1983 and commissioning of a 30,000tpa lithium mineral concentrator two years later in 1984-1985. Production capacity was increased to 100,000tpa of lithium concentrate in the early 1990s and to 150,000tpa of Lithium concentrate by 1997, which included the capacity to produce a Lithium concentrate for the Lithium chemical converter market. The Lithium open pit operation has continued throughout recent times and mining is now focused on the Central Lode zone. Only Lithium minerals are currently mined from the open pits. To get an idea of the size of the Cornwall here is a photo.
    - See more at: http://investorintel.com/technology-....pMorLovQ.dpuf






    Conclusion In Western Australia they do things on a grand scale. They have taken down a few mountains to ground level in the extraction of iron ore and Kalgoorlie’s super-pit is the epitome of mining of Pharaonic proportions. As the Cornwall pit has set the standard for bigness in lithium mining, the upcoming Mt Marion mine of Ganfeng/Neometals has a model to aim for. Up until now there were not the grounds for talking of Mt Marion matching Greenbushes but the latest drill results show that potentially the pit shell might be boosted in various directions giving Talison a run for their money in claiming to have the definitve Lithium super-pit. - See more at: http://investorintel.com/technology-....pMorLovQ.dpuf
    1. colombo1122 colombo1122 está desconectado
  • Cita de Luis Vale
    Ok. Ya lo leo.
    Es q no consigo q me envíen el email de activación, y solo puedo leer un mensaje cada vez, y de esa forma no acabo de pillarle el truco a la organizacion de esos post.
    Pero no te preocupes, tengo tiempo, jejeje.
    Lo envian a correo no deseado
    1. sevilla2014 sevilla2014 está desconectado
  • A ver si la vemos como Pilbara en 80 c.
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