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Keep Your Eye on Raw Materials: A Bull Market Could Be Coming $LBSR $NAM.ca $TN.ca

Posted by AGORACOM-JC at 1:49 PM on Wednesday, November 7th, 2018

As one bull market appears to be nearing its end, another may soon be on the horizon. Following years of underinvestment and tepid growth, raw materials in the form of copper, aluminum and nickel could be poised for a dramatic rebound.

The Next Bull Market?

Stocks, cryptocurrencies and even energy have taken the shine away from primary metals in recent years, but that could be about to change as investors look for new market-beating revenue streams. According to The Wall Street Journal, prices of copper, aluminum and nickel could rise more than 40% in the coming years as markets grapple with a severe supply crunch following a prolonged period of underinvestment.

This year, spending among global mining companies is expected to fall to less than a third of 2013 levels, when investment in new mines topped $121 billion. The year before, spending reached $144.05 billion, according to data from Wood Mackenzie. In 2018, total spend on new mining projects is expected to reach $35.4 billion. For many analysts, this means a major supply crunch is on the horizon.

Demand Drivers

On the demand side, the growth and widespread adoption of electric vehicles will only exacerbate the supply gap as manufacturers raise order books for copper and aluminum. According to the International Energy Agency (IEA), the number of electric vehicles on the road is forecast to reach 125 million by 2030 compared with just 3.1 million in 2017. The surge in electric vehicles also means higher demand for lithium and cobalt, two key components in electric-car batteries.

A growing global economy also playing into the hands of raw materials. Although the International Monetary Fund (IMF) is forecasting slower growth over the next two years, the downbeat view is largely tied to U.S.-China trade relations. Emerging-market growth remains an important driver for commodities.

Assets to Consider

Market participants wishing to gain exposure to raw materials have several options to choose from. In addition to trading futures contracts, resource-rich exchange-traded funds (ETFs) are an easy way to play the market, especially for the long haul. Some of the most notable are SPDR S&P Metals & Mining ETF (XME), Global X Lithium & Battery Tech ETF (LIT), iShares MSCI Global Metals & Mining Producers ETF (PICK) and Global X Copper Miners ETF (COPX). The SPDR S&P Global Natural Resources ETF (GNR) is also an option for those looking for a higher concentration of energy companies.

In terms of individual stocks, large miners such as Glencore Plc (GLEN), Rio Tinto PLC (RIO) and Vale SA (VALE 3) also provide a good option for diversifying into the sector. In addition to being global mining heavyweights, these companies share something else in common: they have significantly reduced capital expenditure in recent years (once again, this plays into the narrative that supply constraints will drive up the value of raw materials).

Investors betting big on the electric-car revolution have no doubt placed Tesla Inc. (TSLA) on their radar. For all its recent troubles, Elon Musk’s company recently reported a massive earnings beat, including a return to profitability for the first time since Q3 2016.

In addition to Tesla, automotive suppliers are also poised for a major breakout should the electric-car revolution play out as expected. Some companies to put on the short list are Aptiv PLC (APTV), Delphi Technologies PLC (DLPH), Magna International Inc. (MGA) and TE Connectivity Ltd. (TEL).

Source: https://hacked.com/keep-your-eye-on-raw-materials-a-bull-market-could-be-coming/

PyroGenesis Announces Receipt of CAN$445,950 Under Existing Military Contract; Plus CAN$300,000 of Warrants exercised $PYR.ca

Posted by AGORACOM-JC at 9:02 AM on Monday, July 17th, 2017

Pyr header 1

  • Further to its press release of January 10, 2017, wherein it was announced that the Company had signed two additional military contracts totaling approx. US$1.2MM (CAN$1.6MM)
  • Company has received US$367,982 (CAN$445,950) under one of these contracts.

MONTREAL, QUEBEC–(July 17, 2017) – PyroGenesis Canada Inc. (http://pyrogenesis.com) (TSX VENTURE:PYR)(OTCQB:PYRNF), a high tech company (the “Company” or “PyroGenesis”) that designs, develops, manufactures and commercializes plasma based systems and plasma torch products, is pleased to announce today that, further to its press release of January 10, 2017, wherein it was announced that the Company had signed two additional military contracts totaling approx. US$1.2MM (CAN$1.6MM), the Company has received US$367,982 (CAN$445,950) under one of these contracts.

The payment announced today is one of several payments received since January 10, 2017, by PyroGenesis totaling US$925,122 (CAN$1.2MM) under an original contract worth US$978,312 (CAN$1.25MM). The balance of approximately US$53K (CAN$68K) is expected to be received during Q3 2017.

Additionally, the Company announces today that CAN$300,000 of warrants have been exercised. “This exercise of warrants is timely,” said P. Peter Pascali, President and CEO of PyroGenesis. “We are currently looking beyond the ramp-up phase towards increasing production capacity ahead of our original expectations. This exercise of warrants, together with any future exercise of warrants and options, will enable us to implement plans to accelerate our original schedule to increase our production capacity of metal powders for the Additive manufacturing (3D Printing) industry. We are currently looking at ways to have up to three (3) additional powder production systems operating in 2018. Overall, to date, our metal powder production strategy is progressing far better than planned, and we are very pleased.”

About PyroGenesis Canada Inc.

PyroGenesis Canada Inc. is the world leader in the design, development, manufacture and commercialization of advanced plasma processes. PyroGenesis provides engineering and manufacturing expertise, cutting-edge contract research, as well as turnkey process equipment packages to the defense, metallurgical, mining, additive manufacturing (3D printing), oil & gas, and environmental industries. With a team of experienced engineers, scientists and technicians working out of our Montreal office and our 3,800 m2 manufacturing facility, PyroGenesis maintains its competitive advantage by remaining at the forefront of technology development and commercialization. Its core competencies allow PyroGenesis to lead the way in providing innovative plasma torches, plasma waste processes, high-temperature metallurgical processes, and engineering services to the global marketplace. Its operations are ISO 9001:2008 certified, and have been ISO certified since 1997. PyroGenesis is a publicly-traded Canadian company on the TSX Venture Exchange (Ticker Symbol: PYR) and on the OTCQB Marketplace (Ticker Symbol: PYRNF). For more information, please visit www.pyrogenesis.com.

This press release contains certain forward-looking statements, including, without limitation, statements containing the words “may”, “plan”, “will”, “estimate”, “continue”, “anticipate”, “intend”, “expect”, “in the process” and other similar expressions which constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking statements reflect the Company’s current expectation and assumptions, and are subject to a number of risks and uncertainties that could cause actual results to differ materially from those anticipated. These forward-looking statements involve risks and uncertainties including, but not limited to, our expectations regarding the acceptance of our products by the market, our strategy to develop new products and enhance the capabilities of existing products, our strategy with respect to research and development, the impact of competitive products and pricing, new product development, and uncertainties related to the regulatory approval process. Such statements reflect the current views of the Company with respect to future events and are subject to certain risks and uncertainties and other risks detailed from time-to-time in the Company’s ongoing filings with the securities regulatory authorities, which filings can be found at www.sedar.com, or at www.otcmarkets.com. Actual results, events, and performance may differ materially. Readers are cautioned not to place undue reliance on these forward-looking statements. The Company undertakes no obligation to publicly update or revise any forward-looking statements either as a result of new information, future events or otherwise, except as required by applicable securities laws.

Neither the TSX Venture Exchange, its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) nor the OTC Markets Group Inc. accepts responsibility for the adequacy or accuracy of this press release.

SOURCE PyroGenesis Canada Inc.

Rodayna Kafal
VP, Investor Relations and Communications
(514) 937-0002
[email protected] or [email protected]
www.pyrogenesis.com