The World of Investing According to Intellectual Stock Picker Emanuel Datt
Wednesday 6th August 2023 MOM 38.40 minutes in
https://youtu.be/UxKV14rCbdg?t=2332
Please note...
1) Datt still very interested in Ferroniobium production
2) Niobium Pentaoxide in Batterys is a moonshot and icing on cake
3) "If Araza is 85% of world market .. Then go for the other 15% " was exact quote ...
This means pick a the pricing fight for niobium with the 2nd and 3rd Producers
That is
3rd) Niobec and 2nd ) CMOC.
Niobec is into niobium penta oxide production ... ( 7% of world production)
https://www.mining-technology.com/projects/niobec-niobium-mine-quebec/
CMOC is a ferro niobium producer (8 % of world production)
https://en.cmoc.com/html/Business/BRA-Nb-P/
Araxa is a mostly ferro-niobium and very small pentoxide producer.. but now spending $ 80 million to scale Niobium pentaoxide.
and starting to plan commision next qtr in Nb05 .
so from what Datt is saying eat niobec's niobium pentoxide lunch
and CMOC's Niobium pentaoxide lunch ...
General discussion, page-4549
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