Nice find, I have an account so have posted below for others. I omitted the content of Barrick Gold and Cameco.
Small & MicroCap investment
by Eva-Maria Reuter
Corporate communication for the capital market
Small & MicroCap investment: Barrick Gold, Vanadium Resources, Cameco commodity stocks with potential and growth
Frankfurt (pta000/09.06.2024/08:00 UTC+2)
Some people are already talking about a new supercycle on the raw materials market. The first of its kind was triggered in the 2000s. China joined the World Trade Organization WTO and opened up to international economic transactions, followed by a decade of steep growth. Industry was ramping up and, together with the booming construction industry, was the country's growth engine. And it took a lot of raw materials to do that. This is followed by a dreary decade in the raw materials market, but that seems to be over. Because the energy transition, the boom in electric cars and the escalating national debt worldwide are driving copper and gold to ever new heights. The record prices for red metal have almost been reached, while gold set new records this year.
And then there are the special metals: from titanium to lithium to vanadium. Here they are the same trends, but sometimes with different effects. For example, vanadium was still a boring metal until a few years ago. But today it is on the list of "critical raw materials" of the USA and the European Union. And there are two reasons for this: Firstly, China and Russia dominate the market and represent around 80 percent of global production. Until now, vanadium has primarily gone into the steel industry. But now lightweight aircraft and energy storage, especially as vanadium flow batteries, are in demand. Both drive the demand for the metal.
The boom in renewable energies, electric cars, the expansion and renewal of Western infrastructure will probably fuel the demand for these raw materials for decades to come. Accordingly, opportunities await long-term investors here.
Vanadium Resources:The Australian company is developing the world-class vanadium steelpoortdrift deposit in South Africa. It is considered one of the largest and highest vanadium deposits in the world. Vanadium Resources recently concluded three declarations of intent to supply the material to end consumers, including groups in the field of vanadium flow batteries. All of these agreements were completed within a calendar month, highlighting the strong demand for vanadium from China. Outside China, Vanadium Resources is also in negotiations with potential offtake partners from Japan, South Korea and European traders and buyers. In addition to these successes, the project's financial data is also impressive. Steelpoortdrift's Net Present Value (NPV) comes to USD 1.212 bn according to the Definitive Feasibility Study (DFS), which is a multiple of Vanadium Resources' current stock market valuation, which is currently around 30 mn Australian dollars. This is offset by possible mining operations over at least 25 years with an annual free cash flow of USD 152 million, the resource on Steelpoortdrift is so large that it can be mined at the planned mining rates over 180 years. Investors can position themselves here in order to benefit from a booming vanadium market in the long term. In addition to steel, the main driver of the market is the demand for energy storage based on vanadium flow battery technology.
Disclaimer/Risk Notice
Conflicts of interest:There is a paid IR and PR contract with Vanadium Resources Ltd. The content of the services is, inter alia, to increase the level of awareness of the company. Dr. Reuter Investor Relations therefore acts in the interests of Vanadium Resources Ltd when creating and distributing the article. It is an advertising editorial presentation. Shares of Vanadium Resources Ltd may be owned by employees or authors of Dr. Reuter Investor Relations – taking into account the rules of the Market Abuse Regulation (MAR).
Corporate risks:As with any company, there are risks regarding the implementation of the business model. There is no guarantee that the business model can be implemented according to the plans. Further information on corporate risks can be found on Vanadium Resources Ltd's Investor Relations website: https://vr8.global/
Investment risks:Investments should only be made with funds that are freely available and not needed to secure livelihoods. It is not certain that it will be possible to sell the shares via disallowed at any time. In principle, stocks are always subject to the risk of a total loss.
Disclaimer:All information published in this newsletter/article is based on careful research. The information does not constitute an offer to sell the treated share (s) or a solicitation to buy or sell securities, and the remarks are based on sources that the publisher deems trustworthy.
Sources:In particular, information available on the company website is taken into account to present and assess the companies. As a rule, there is also direct contact with the board / IR team of the respective company analyzed or presented. Written articles may have been submitted to Vanadium Resources Ltd before publication to verify the accuracy of all information.
Future-oriented statements
This notice contains certain forward-looking statements, including statements about the Company. Wherever possible, words such as "can", "become", "should", "could", "expect", "plan", "intend", "anticipate", "believe", "estimate", "predict" or "potential" or the negation or other variations of these words or similar words or phrases were used to identify these forward-looking statements. These statements reflect the author's present assessments and are based on information available to the author at the time of publication of this report.
Forward-looking statements involve significant risks, uncertainties and assumptions. Many factors can cause the actual results, achievements or achievements to differ significantly from the results discussed or implied in the forward-looking statements. These factors should be carefully considered and the reader should not rely inappropriately on the forward-looking statements. Although the forward-looking statements contained in this press release are based on assumptions that the author considers reasonable, readers cannot be assured that the actual results will be consistent with these forward-looking statements. Dr. Reuter Investor Relations is under no obligation to update or revise these statements to reflect new events or circumstances unless required by law.
Responsible & contact for questions
Small & MicroCap Investment via Dr. Reuter Investor Relations
Dr. Eva Reuter
Friedrich Ebert Annex 35-37
60327 Frankfurt
+49 (0) 69 1532 5857
www.dr-reuter.eu
www.small-microcap.eu
If you have any questions, please send a message to [email protected]
