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Iconic Minerals $ICM.ca – Better #battery tech could boost #EV range, speed up charging $LI.ca $MGG.ca $PAC.ca $CYP.ca $NEV.ca

Posted by AGORACOM-JC at 5:06 PM on Wednesday, November 27th, 2019

SPONSOR: Iconic Minerals Ltd. ICM:TSX-V Bonnie Claire Lithium Property hosts Inferred resource of 11.8 billion pounds of lithium carbonate equivalent and has the potential to be the largest lithium resource globally. Learn More.

Better battery tech could boost EV range, speed up charging

At least if battery manufacturers can keep up with demand as electric power expands.

  • Battery demand is surging as conventional automakers catch EV religion
  • Along with US automakers, German giant Volkswagen now has a massive EV push
  • And Japan’s Toyota, taken by surprise when EV demand grew faster than it expected, is pushing battery-powered car development and working on battery supply deals.

Stephen Shankland November 25, 2019

Ford’s first electric SUV, the Mustang Mach-E, arrives next year, and it shows just how far we’ve come with EVs. Mainstream carmakers like Nissan, General Motors, BMW, Hyundai, Jaguar and Porsche are filling a field that once belonged to counterculture icon Tesla. And better batteries should keep the new models coming.

At the IDTechEx conference this week, startups showed off new battery technology that improves on today’s lithium-ion designs. The developments increase driving range, cut costs, extend useful lifespan, speed up charging and reduce fire risks. That’ll continue the kind of steady progress that’s more common in the computer industry than the car industry.

For now, the improvements are mostly in labs, and many of them won’t arrive until well into the next decade. But they’re an important foundation for the dreams of EV proponents, who want to see conventional cars that belch greenhouse gases replaced by cleaner, quieter electrics. Once passenger cars are plug-in, expect to see electric trucks, tractors, excavators, buses and even airplanes.

Burgeoning battery startups

The most important battery improvement is in energy density, the amount of kilowatt-hours of juice that can be stored in a given mass. That can extend range, cut battery costs and reduce vehicle weight, which in turn improves range. Startups are racing to achieve that and other improvements through changes to anodes, cathodes and other components.

Enevate, an Irvine, California-based startup whose investors include battery giant LG Chem, expects more storage capacity and dramatically faster charging. The company sees charging times dropping to just five minutes for a three-quarter charge. Conventional gas stations could be converted into “drive-through charging stations,” Executive Vice President Jarvis Tou said.

Another, Solid Battery, plans solid-state cells that do away with liquid elements and increase energy density by 50%, according to Chief Executive Douglas Campbell. His company’s approach has “the best blend of performance and manufacturability” and boosts safety, and BMW and Ford have development agreements with the company, he said.

Global Graphene Group also plans to improve batteries by encasing silicon in the anode with graphene, an exotic form of carbon sheets only one atom thick. The result, according to CEO Bor Jang, a longtime graphene researcher, will be batteries costing 30% less and powering EVs with a 700-mile range. Jang expects those batteries can be fully charged in five to 15 minutes.

Will EV demand mean battery shortages?

It all sounds promising, but burgeoning demand could cause battery costs to increase. Indeed, battery supply constraints mean Ford will make only 50,000 Mustang Mach-E vehicles in 2021.

“The demand is going to be enormous,” IDTechEx analyst Peter Harrop said of vehicle batteries. “We keep revising our forecasts upwards.”

Battery demand is surging as conventional automakers catch EV religion. Along with US automakers, German giant Volkswagen now has a massive EV push. And Japan’s Toyota, taken by surprise when EV demand grew faster than it expected, is pushing battery-powered car development and working on battery supply deals.

Electric vehicle sales should increase from 2 million in 2018 to 10 million in 2025, BloombergNEF forecasts. No wonder Tesla, which just announced its Cybertruck pickup on Thursday, is working on building its own batteries.

Analyst firm IDTechEx expects electric vehicles used for construction, agriculture and mining to outsell electric passenger cars. IDTechEx; photo by Stephen Shankland/CNET

Rising costs could slow the spread of electric power to all sorts of other industries, too, like construction, agriculture, mining, mass transit and aircraft.

Battery progress will help all these new industries become greener and quieter only if all that extra energy can be squeezed more tightly into cells without increasing risks of fires and explosions. Lithium-ion battery fires grounded Boeing’s early 787 Dreamliner aircraft, and there have been problems in large batteries for grid-scale energy storage because of insufficient testing, Harrop said.

“The industry is cutting corners in the race to get energy density, faster charging and longer cycle life,” Harrop said. “The fires will continue.”

Electric aircraft, too

Still, many companies, like French aerospace giant Airbus and US rival Boeing, believe batteries are coming.

Startup Ampaire is banking on a hybrid aircraft that marries conventional fuel-powered engines with battery-powered motors for propeller-powered aircraft common on short-haul routes. They’ll be much quieter at takeoff and will cut fuel use, a major constraint for short flights that are canceled when fuel costs increase, said Pete Savagian, the company’s senior vice president of engineering.

A larger scale hybrid due in 2021, the Airbus E-Fan X prototype jet will swap out one of its four conventional jet engines with a 2-megawatt electric motor, said Bruno Samaniego López, a power and electrical engineering leader at the company. A new single-aisle jet with 20MW of electrical power is planned after that, he adds.

“We are very committed to this ambitious path of electrification,” Samaniego López said. “It is happening, and it will be the future.”

Source: https://www.cnet.com/roadshow/news/better-battery-tech-could-boost-ev-range-speed-up-charging/

Applied BioSciences $APPB – WHO Report Finds No Public Health Risks Or Abuse Potential For CBD $APH.ca $GBLX $PFE $ACG.ca $ACB.ca $WEED.ca $HIP.ca $WMD.ca $CGRW

Posted by AGORACOM at 3:57 PM on Wednesday, November 27th, 2019

SPONSOR: Applied Biosciences Corp. is a vertically integrated company focused on the development of science-driven cannabinoid therapeutics and biopharmaceuticals, as well as state-of-the-art testing and analytics. As a leading company in the CBD, Pet and Health and Wellness space, the company is currently shipping to the majority of US states as well as to 5 International countries. Click Here for More Info

A World Health Organization (WHO) report has found no adverse health outcomes but rather several medical applications for cannabidiol, a.k.a. CBD, despite U.S. federal policy on this cannabinoid chemical.

According to a preliminary WHO report published last month, naturally occurring CBD is safe and well tolerated in humans (and animals), and is not associated with any negative public health effects [PDF].

Experts further stated that CBD, a non-psychoactive chemical found in cannabis, does not induce physical dependence and is “not associated with abuse potential.” The WHO also wrote that, unlike THC, people aren’t getting high off of CBD, either.

“To date, there is no evidence of recreational use of CBD or any public health related problems associated with the use of pure CBD,” they wrote. In fact, evidence suggests that CBD mitigates the effects of THC (whether joyous or panicky), according to this and other reports.

The authors pointed out that research has officially confirmed some positive effects of the chemical, however.

The WHO team determined that CBD has “been demonstrated as an effective treatment for epilepsy” in adults, children, and even animals, and that there’s “preliminary evidence” that CBD could be useful in treating  Alzheimer’s disease, cancer, psychosis, Parkinson’s disease, and other serious conditions.

In acknowledgement of these kinds of discoveries in recent years, the report continued, “Several countries have modified their national controls to accommodate CBD as a medicinal product.” 

But the U.S., the report noted, isn’t one of them. As a cannabis component, CBD remains classified as a Schedule I controlled substance, meaning it has a “high potential for abuse” in the federal government’s view. Nevertheless, the “unsanctioned medical use” of CBD is fairly common, experts found.

For many CBD users in the U.S., the substance’s mostly unsanctioned and illegal state creates problems, especially as a wave of online (mostly hemp) and store-bought CBD oils and extracts have allowed patients to take the treatment process–and the risks involved in buying unregulated medicine–into their own hands and homes.

While CBD itself is safe and found to be helpful for many users, industry experts have warned that not all cannabis extracts are created equally, purely, or with the same methods of extraction.

And while reports of negative reactions to pure CBD are very few and far between, researchers are able to say that the cannabinoid wouldn’t be to blame alone. “Reported adverse effects may be as a result of drug-drug interactions between CBD and patients’ existing medications,” they noted.

As the cannabis reform nonprofit NORML reported, the WHO is currently considering changing CBD’s place in its own drug scheduling code. In September, NORML submitted written testimony to the U.S. Food and Drug Administration (FDA) opposing the enactment of in

The FDA, which has repeatedly declined to update its position on cannabis products despite a large and ever-growing body of evidence on the subject, is one of a number of agencies that will be advising the WHO in its final review of CBD.

Perhaps this time around the FDA will listen, and learn something.

The report was presented by the WHO’s Expert Committee on Drug Dependence, and drafted under the responsibility of the WHO Secretariat, Department of Essential Medicines and Health Products, Teams of Innovation, Access and Use and Policy, Governance and Knowledge.

https://www.forbes.com/sites/janetwburns/2018/03/18/who-report-finds-no-public-health-risks-abuse-potential-for-cbd/#52c681102347

Advance Gold $AAX.ca – Starts Drilling Large 1000 x 500 Metres Continuous Chargeability Anomaly $SIL.ca $FA.ca $ANG.jo $ABX.ca $NGT.ca $MGG.ca $TECK.ca

Posted by AGORACOM at 2:33 PM on Wednesday, November 27th, 2019

Kamloops, British Columbia–(Newsfile Corp. – November 27, 2019) – Advance Gold Corp. (TSXV: AAX) (“Advance Gold” or “the Company”) is pleased to announce drilling has started to test the large chargeability anomaly identified in recent 3D Induced Polarization (IP) geophysical surveys on its Tabasquena project in Zacatecas, Mexico. Two phases of IP surveys identified a 1000 metres by 500 metres continuous chargeability anomaly. The anomaly remains open to the north and to the south and at depth.

Allan Barry Laboucan, President and CEO of Advance Gold Corp. commented: “We are very excited to drill this large chargeability anomaly as these kinds of targets are not easily found, especially in regions well known for big mines. What makes it particularly stand out is that the high chargeability is consistent from east to west on each survey line, and from line to line over the entire grid. One always has to be aware of possible false positives, such as the possibility of disseminated magnetite causing the chargeability anomaly. However, in this case there has been no magnetite found in the area and an historical magnetic geophysical survey by the Geological Survey of Mexico showed no magnetic anomaly. There are a few potential explanations for the anomaly of this size from mines in Zacatecas. At the Real de Angeles mine and the mine at Fresnillo there were large stockwork vein systems. Previous drilling at Tabasquena has found a near surface network of epithermal veins with widespread gold and silver mineralization, although the IP survey did not pick up that network of drilled veins. Another possibility is a porphyry intrusion that are known to be below epithermal vein systems. Finally, volcanogenic massive sulphide deposits (VMS) are known to occur in clusters, so far, there is only one found in the area, Teck’s San Nicolas VMS deposit. The San Nicolas discovery was found with the first drill hole into a large IP chargeability anomaly. For a small company like Advance Gold to have such a significant anomaly, in a prolific region for mines is exceptional, now we are drilling to better understand what we have at the Tabasquena project.”

The first drill hole to test the chargeability anomaly will be approximately in the middle of the anomaly. It will be drilled at a 65 degree angle, from west to east. The first image below shows the collar location and direction of the hole. In the north part of the image, you can see the Tabasquena shaft area, where historical mining was done in the oxide zone of the Tabasquena vein, and just off the image to the south is the Tesorito shaft also used historically to mine the Tabasquena vein in the oxides.


Drill Hole 1

To view an enhanced version of Drill Hole 1, please visit:
https://orders.newsfilecorp.com/files/5492/50185_7f3793d874883847_001full.jpg

The image below is a plan view, with past drill holes outside the purple area which is the projected chargeability anomaly to surface. Those drill holes intersected a series of veins, with widespread gold and silver mineralization. None of the holes reached the chargeability anomaly.


Plan view showing previous drill holes

To view an enhanced version of the plan view, please visit:
https://orders.newsfilecorp.com/files/5492/50185_7f3793d874883847_002full.jpg

The final image below, is a cross section of the new drill hole, which has been designed to cover approximately 100 metres from west to east, plus go down to 500 metres and hit the middle of the chargeability anomaly. The anomaly remains open at depth beyond the planned 500 metres and a decision will be made during drilling to extend it.

Cross section of new drill hole

To view an enhanced version of the cross section, please visit:
https://orders.newsfilecorp.com/files/5492/50185_7f3793d874883847_003full.jpg

Julio Pinto Linares is a QP, Doctor in Geological Sciences with specialty in Economic Geology and Qualified Professional No. 01365 by MMSA., and QP for Advance Gold and is the qualified person as defined by National Instrument 43-101 and he has read and approved the accuracy of technical information contained in this news release.

About Advance Gold Corp. (TSXV: AAX)

Advance Gold is a TSX-V listed junior exploration company focused on acquiring and exploring mineral properties containing precious metals. The Company acquired a 100% interest in the Tabasquena Silver Mine in Zacatecas, Mexico in 2017, and the Venaditas project, also in Zacatecas state, in April, 2018.

The Tabasquena project is located near the Milagros silver mine near the city of Ojocaliente, Mexico. Benefits at Tabasquena include road access to the claims, power to the claims, a 100-metre underground shaft and underground workings, plus it is a fully permitted mine.

Venaditas is well located adjacent to Teck’s San Nicolas mine, a VMS deposit, and it is approximately 11km to the east of the Tabasquena project, along a paved road.

In addition, Advance Gold holds a 13.23% interest on strategic claims in the Liranda Corridor in Kenya, East Africa. The remaining 86.77% of the Kakamega project is held by Barrick Gold Corporation.

For further information, please contact:

Allan Barry Laboucan,
President and CEO
Phone: (604) 505-4753
Email: [email protected]Reply

Tartisan #Nickel $TN.ca – #China to dominate #battery #metal demand $ROX.ca $FF.ca $EDG.ca $AGL.ca $ANZ.ca

Posted by AGORACOM-JC at 12:56 PM on Wednesday, November 27th, 2019

SPONSOR: Tartisan Nickel (TN:CSE)  Kenbridge Property has a measured and indicated resource of 7.14 million tonnes at 0.62% nickel, 0.33% copper. Tartisan also has interests in Peru, including a 20 percent equity stake in Eloro Resources and 2 percent NSR in their La Victoria property. Click her for more information

Tc logo in black

China to dominate battery metal demand

  • Demand trends for EV battery metals over the coming years have revealed that China will remain the key driver of direct metals demand
  • Direct demand for nickel, cobalt and lithium will remain the strongest in China across both the core and bearish case scenarios over the coming years.

By: Molly Hancock

Fitch Solutions’ demand trends for EV battery metals over the coming years have revealed that China will remain the key driver of direct metals demand.

The analysis estimates that the indirect growth for cobalt, nickel and lithium will be the strongest across the EU under the bullish scenario, which is underpinned by favourable policy assumptions.

However, indirect growth for these three metals will lag behind across all scenarios in the United States, due to more restrictive EV policy assumptions based on poor support at the federal level.

Fitch Solutions has divided the geographic demands for battery metals into direct demand, which refers to demand from any country/region where battery manufacturing takes place domestically and indirect demand, which refers to demand from country/regions where EV sales make stoke demand for batteries containing key metals that are produced.

The direct demand for nickel, cobalt and lithium will remain the strongest in China across both the core and bearish case scenarios over the coming years.

The Chinese Government has set ambitious EV targets and we retain a positive outlook for China’s EV market as intensifying competition from major vehicle brands will drive down costs and improve choice.

Despite recent subsidy cuts announced in July 2019, price reductions among automakers and the rolling out of EV sales targets for vehicle manufacturers will continue to position the Chinese EV market as the most dynamic in the world.

While the demand growth for nickel, cobalt and lithium will spike in 2023-2025, Chinese carmakers’ strategies relating to EV production targets generally end in 2025, and EV sales growth and subsequent metals demand growth will begin to slow from 2025 onwards.

Fitch Solutions also revealed that due to the still-prevalent use of iron-heavy LFP batteries in China, a bullish case for EV sales and metals demand would lead to cumulative demand of 415,000 tonnes of iron from the country over 2019-2028 compared to just 145,000 tonnes in its bear case scenario.

Under Fitch Solutions’ bullish scenario, the EU will witness the fastest average growth in indirect demand for cobalt (25.8 per cent y-o-y), nickel (31 per cent y-o-y) and lithium (27.9 per cent y-o-y) up to 2028, ahead of China and the US.

According to Fitch Solutions, the reason for this is that EU EV sales team from a lower base in comparison to the US and China and as such the potential for growth is higher.

For example, according to Fitch Solutions’ Autos team estimates, EV sales will amount to over 370,000 units in 2019, compared to 458,000 in the US and 1.252 million in China.

Within its bullish, base and bearish case scenarios, Fitch Solutions forecast that the US indirect demand for cobalt, nickel and lithium to average slower annual growth than in China and the EU over 2019-2028, as a lack of supportive federal policy will pose obstacles to mass EV adoption in the country.

In February 2019, the Trump administration announced new standards that freeze emissions and fuel-efficiency requirements at the 2021 level, loosening previous higher targets and in contrasts to much stricter regulations implemented by California and adopted by 12 other states.

Its bullish case for the country assumes that future US government policy will take a favourable turn towards the EV market, in order to keep pace with rapidly developing EV segments in China and Europe.

The ongoing use of NCA batteries (containing nickel, cobalt and aluminium) by Tesla in the US market means that indirect aluminium demand will remain sustained in this market.

Cumulative indirect aluminium demand from the US EV market in our bullish scenario will amount to 9800 tonnes over 2019-2028, compared with to 3300 tonnes in China and 1300 tonnes in the EU.

Source: https://www.australianmining.com.au/news/china-to-dominate-battery-metal-demand/

Advance Gold $AAX.ca – Five Reasons Why Gold Stocks Make Sense $SIL.ca $FA.ca $ANG.jo $ABX.ca $NGT.ca $MGG.ca $TECK.ca

Posted by AGORACOM at 3:21 PM on Tuesday, November 26th, 2019

SPONSOR: Advance Gold AAX.v – Advance Gold controls 100% interest in the Tabasquena Silver Mine in Zacatecas, Mexico. A cluster of 30 Epithermal veins have been discovered, with recent emphasis on exploring a large anomaly to drill. Advance also owns 13.5% of the Kakamega JV attached to Barrick Takeover Offer for Acacia Mining. Click Here For More Info

This image has an empty alt attribute; its file name is AAX-square-Logo.png

Gold mining stocks have soared approximately 30% so far in 2019, based on the performance of the NYSE Arca Gold Miners Index (GDM) as of November 15.1 Over the last 12 months, the sector is up nearly 50%. Some investors may assume that gold stocks have run their course. On the contrary, we think that the gold mining equities still have a great deal of upside to offer.

In brief, we think we’re in the early stages of a prolonged bull market for gold. While the relationship between the prices for gold bullion and gold stocks isn’t a linear one, rising demand for the yellow metal commodity has historically driven stock performance. Moreover, despite the recent rally, gold mining stocks have yet to recover from the beating they suffered starting in 2011. Still, recent outperformance — coupled with improving fundamentals — creates momentum, a key factor in many quantitative strategies.

Gold has been a store of value since the beginning of civilization, and yet the nuances of investing in gold â€” be it the metal or miners â€”  is still a source of confusion. As we see it, that also means opportunity.

Here are five reasons to consider investing in gold equities now.

REASON #1. Rising Gold Prices Drive Demand

Figure 1. Gold Bull Market is Just Getting Started

Source: Bloomberg as of 11/15/19. Gold was $1,514 on 11/1/19, and $1,468 as of 11/15/19. 

Gold recently broke past $1,500 an ounce for the first time since 2013 (Figure 1), as global political and macroeconomic trends are driving demand for the yellow metal. Along with other strategists, we think gold bullion could surpass its all-time high of $1,900 within the next couple of years. Key factors driving long-term demand for gold as a store of value and defensive asset, especially among central banks and institutions, include low-to-negative interest rates, rising debt levels, trade tensions and intensifying geopolitical risk.

Price movements for physical gold and gold-mining stocks aren’t perfectly in sync, but the relationship between them is strong and persistent, across economic cycles.

Historically, rising (and falling) gold prices have a three-times multiplier effect on gold stocks: If the value of gold bullion increases by 10%, mining stocks tend to increase by 30%, and vice versa. The reason: Miners have significant fixed operating costs and high operating leverage, meaning big swings in physical gold prices have a larger impact on miners’ profitability.

This relationship cuts both ways, as we saw after physical gold prices peaked in late 2011. As the value of gold subsequently declined (Figure 2), the value of gold stocks plummeted even more. Between 2011 and 2018, the sector posted negative returns in six out of eight calendar years. Even with recent gains, gold mining stocks have yet to recover relative to historical valuations. Since the sector peak in April 2011, gold mining equities are still off by more than 60%.

Figure 2. Gold Mining Equities are Very Undervalued

Source: Bloomberg as of 11/12/19.

Figure 3. Gold Demand Has Rebounded: Purchases by Central Banks

Central banks have been net buyers of gold over the past 10 years. Gold plays an important part in central banks’ reserves management, and they are significant holders of gold. According to the World Gold Council: “Today, central banks own almost 34,000 tonnes (t) of gold, making it the third-largest reserve asset in the world. The increase in central bank demand for gold reflects current geopolitical, political and economic conditions, as well as structural changes in the global economy. Gold is both a liquid, counter-cyclical asset and a long-term store of value. As such, it can help central banks meet their core objectives of safety, liquidity and return.” 

Source: Metals Focus, Refinitiv GFMS, World Gold Council. As of June 30, 2019.

REASON #2. Gold Stocks are Severely Undervalued

Given the amplified volatility of gold stocks relative to gold, investors need to go in with their eyes wide open. Nevertheless, multi-year declines may now set the stage for significant upside.

While miners as a group still trade below their net asset values, the discounts of smaller, “junior” miners are especially extreme, as much of the recent rally has been driven by the largest, “senior” gold miners. In fact, the valuation gap between North American junior and senior gold miners is the widest it’s ever been.

Figure 4. The Valuation Gap Between Senior and Juniors is at Historic Extremes

Source: BMO Capital Markets, FactSet. North American senior vs. junior gold miners. As of 7/19/19.

Reason #3. Supplies are Limited

Most investors grasp the importance of investing in companies whose business models are protected by “competitive moats.” Gold miners have this in spades, as it can take 15 years from discovery of a new gold mine to successful ore production. The barriers to entry are enormous for newcomers in this sector, given the need for expensive and specialized equipment, environmental regulations and political considerations.

Meanwhile, the supply of gold is finite and there have been increasingly fewer gold discoveries in recent years. This dynamic — combined with depressed valuations of junior gold miners â€” is driving consolidation in the industry. It is far cheaper for senior miners to buy new gold production than to “build” capacity themselves. In fact, based on an analysis of recent transactions, there is a 35% discount for buying ounces in the market via acquisitions versus discovering new ounces (according to Scotiabank).

Figure 5. Major Gold Discoveries have Declined Significantly

Source: © Copyright by SNL Metals & Mining 2016. All rights reserved.

REASON #4. Momentum May Turn Positive

Investors love momentum â€” following positive trends in prices, earnings and other factors â€” and the rise of quantitative strategies has made this market phenomenon even more pervasive. For the last eight years, momentum has largely worked against the gold mining sector, but now there are signs the wind is shifting, and that momentum could soon work in its favor.

Analysts covering the sector have understandably been conservative in their estimates and may soon be playing catch up, given higher gold prices and a leveling off of mining costs. Any improvements in earnings outlooks could potentially accelerate positive momentum for the sector. As my colleague Paul Wong wrote earlier this month in The Sweet Spot for Gold Equities: ”At this stage in the gold cycle, we are in the sweet spot for gold mining company earnings. A starting low gold price base will result in earnings changes with a high percentage increase when measured quarter-over-quarter or year-over-year.” 

In Figure 6, we highlight the progression of 2020E EPS (estimates of earnings-per-share) revisions for the top-10 gold mining companies in SGDM2 versus the average 2020E EPS for the top-20 companies in the S&P 500 Index.3 Since January 2019, the average 2020E EPS for the top-10 gold mining companies had increased from $0.65 to $0.98 by the end of October, representing a 50% jump, compared to a decline of 9% for the S&P 500. After the Q3 reporting season, we would expect that 2020E EPS for gold miners will be revised even higher.

Figure 6. Sweet Spot for Gold Mining Company Earnings

Source: Bloomberg as of 10/31/19.

REASON #5. Gold Stocks Play a Different Role than Bullion

As with any investment, it’s important to think about the role of gold stocks in the context of a broader portfolio. One common misconception is that gold stocks and physical gold are two sides of the same coin. While their fates are certainly correlated, as asset classes they could not be more different.

Physical gold, whether it’s in the form of coin, bar or a trust (for example, Sprott Physical Gold Trust, NYSE Arca: PHYS), should be viewed as a stable store of value. It’s counter-cyclical and has proven over millennia to be an effective hedge against market turbulence and volatility.

As such, we recommend that investors allocate between 5% to 10% of their assets to physical gold and precious metals.

Gold stocks, conversely, should be viewed in the context of an investor’s overall equity portfolio; the size of the allocation will depend on many factors, including risk tolerance. Strategists advocate owning gold stocks continuously, in part because they have low correlations to the broader market. However, most investors view gold stocks as tactical investments. When valuations are severely depressed, as they are now, gold stocks may have the potential to outperform. 

At Sprott, we believe that it may be time to consider investing in gold stocks, in addition to physical gold.

BY Ed Coyne

SOURCE: https://www.sprott.com/insights/five-reasons-why-gold-stocks-make-sense/

New Age Metals $NAM.ca – Investor demand to create deficit in #platinum market in 2019 $WG.ca $XTM.ca $WM.ca $PDL.ca $GLEN

Posted by AGORACOM-JC at 2:55 PM on Tuesday, November 26th, 2019

SPONSOR: New Age Metals Inc. The company owns one of North America’s largest primary platinum group metals deposit in Sudbury, Canada. Updated NI 43-101 Mineral Resource Estimate 2,867,000 PdEq Measured and Indicated Ounces, with an additional 1,059,000 PdEq Ounces in the Inferred. Learn More.

Investor demand to create deficit in platinum market in 2019 – WPIC

  • In its Platinum Quarterly report for the third quarter, the WPIC updated its supply and demand forecast for the year and released its initial estimates for 2020
  • Because of strong demand for exchange-traded products the platinum’s expected surplus of 345,000 ounces is projected to fall into a 30,000 ounce deficit

(Kitco News) – Unprecedented investment demand has helped to transform the platinum market, shifting what was expected to be a surplus market into a small deficit, according to the latest data from the World Platinum Investment Council (WPIC).

In its Platinum Quarterly report for the third quarter, the WPIC updated its supply and demand forecast for the year and released its initial estimates for 2020. Because of strong demand for exchange-traded products the platinum’s expected surplus of 345,000 ounces is projected to fall into a 30,000 ounce deficit.

“The substantial 12% increase in total demand is driven by record ETF buying, which more than offsets expected demand decreases in the automotive (-5%), jewelry (-6%) and industrial (-1%) segments and total supply growth of 2% for full-year 2019,” the WPIC said in a press release.

According to the report, funds investment demand has driven platinum-backed ETF holding to one million ounces so far this year; “the highest seen since physically backed platinum ETFs were launched in 2007,” the report said.

“This ETF buying by large institutional investors, who typically take 2 to 3 year views and positions, reflect the value opportunity they see; driven by future demand growth potential and constrained supply,” the WPIC said.

Looking ahead, the council said that they are forecasting a surplus of 670,000 ounces next year, reflecting a 1% increase in supply and a 10% decrease in demand.

However, Trevor Raymond, director of research with the council, said that the estimates are fairly conservative and it wouldn’t take much to push the market back into neutral territory. Raymond added that he expects investor demand to remain strong.

“You only need two or three funds to increase their platinum holding to see a repeat of this year,” he said. “The fact that investment demand has turned the market around so quickly should not be ignored.”

Along with investment demand, Raymond said that their estimates also don’t include substitute projections and rising diesel vehicle demand.

With palladium expected to see its ninth consecutive year of supply deficits, Raymond said that substitution remains an important topic within the PGM market. He added that he suspects that auto companies are already using cheaper platinum instead of palladium.

“I think we will start to see signs of substitution within the next 12 to 18 months,” he said.

Raymond added that a bottoming in the European diesel auto market would also be a positive sign for platinum.

“Every 4% increase in market share in the European auto market equals roughly 100,000 ounces of platinum,” he said. “Auto companies substituting 4% of the palladium for platinum would equal about 400,000 ounces. If a few factors come together next year the market can easily become balanced again.”

As for platinum jewelry demand, which has declined 6% so far this year, Raymond said that stable higher prices could ignite renewed interest, especially in China and India, as those markets continue to deal with near-record high gold prices.

Source: https://www.kitco.com/news/2019-11-21/Investor-demand-to-create-deficit-in-platinum-market-in-2019-WPIC.html

CLIENT FEATURE: ZEN Graphene Solutions $ZEN.ca Creating a Sustainable Graphene Market Through Research and Development $LLG.ca $FMS.ca $NGC.ca $CVE.ca $DNI.ca

Posted by AGORACOM at 2:43 PM on Tuesday, November 26th, 2019

Multiple Intellectual Property Licensing Agreements:

Definitive Graphene Manufacturing Process License Agreement

  • This agreement licenses to ZEN the intellectual property created by scientists and laboratories in collaboration with ZEN, and provides that a royalty is payable by ZEN based on the annual amount of material processed under the intellectual property.
  • Signed an 18-month exclusive initial option agreement with the University of Guelph for intellectual property regarding an electrochemical exfoliation (ECE) process to produce Graphene Oxide.
  • Collaborative Research Agreement (CRA) Template – Forms the basis of each agreement with various UBC researchers and Universities.
  • Each contributing significantly to unlocking the value of the Albany Graphite deposit and creating a strong intellectual property foundation.

Graphene Aerogel Battery Development Program:

Coordinating with the German Aerospace Center

  • A proprietary aerogel formulation containing doping with either ZEN’s reduced Graphene Oxide (rGO) or Graphene produced via ZEN’s licensed process was tested. The unoptimized results are believed to be better than those currently reported in the literature for Graphene Aerogel batteries.
  • Graphene-containing aerogels could have the potential to be a low-cost, low-weight, high-performance composite materials for near future energy storage applications.
  • Results extremely positive, and DLR applied for and received federal funding to create a new Innovation Lab (the Center for Aerogels) to work with industrial partners on the development of Aerogels and other graphene-based products.

Albany Graphite:

  • Significantly outperforms both flake/sedimentary graphite and synthetic graphite, demonstrating the uniqueness of ZEN’s graphite and its superior performance to exfoliate into graphene products.
  • ZEN currently has an inventory of approximately 110 tonnes of graphite-mineralized material with an average grade of 6% graphitic carbon (Cg), 110 kilograms of 86% Cg material, 18 kilograms of 99.8% Cg, and 300 grams of GO.
  • The Company will continue to process material and manufacture graphene-related products on an as-needed basis for research and development (R&D) and marketing
  • ZEN’s is developing a proposed webstore which has an anticipated launch date in the first quarter of 2020, for which it is developing an inventory in advance of sales.
Graphene-Enhanced Materials
for Next-Level Performance.

About ZEN Graphene Solutions Ltd.

ZEN Graphene Solutions Ltd. is an emerging advanced materials and graphene development company with a focus on new solutions using pure graphene and other two-dimensional materials. Our competitive advantage relies on the unique qualities of our multi-decade supply of precursor materials in the Albany Graphite Deposit. Independent labs in Japan, UK, Israel, USA and Canada have demonstrated that ZEN’s Albany Graphite/Naturally PureTM easily converts (exfoliates) to graphene, using a variety of simple mechanical and chemical methods.

ZEN Graphene Solutions Hub on Agoracom

FULL DISCLOSURE: ZEN Graphene Solutions is an advertising client of AGORA Internet Relations Corp

Empower Clinics $CBDT.ca – Canadian #Cannabis 2.0 is on its way and the U.S. is set to be the “biggest and the best cannabis market in the world” $WEED.ca $CGC $ACB $APH $CRON.ca $HEXO.ca $OGI.ca

Posted by AGORACOM-JC at 12:43 PM on Tuesday, November 26th, 2019

SPONSOR:

Why Empower Clinics

  • A leading owner/operator of physician staffed health and pain management clinics
  • Patient database of over 165,000 patients 
  • Platform generating $4MM USD in revenue annually (2019)
  • Proprietary technology platforms including Electronic Health Records portal and e-Commerce for CBD product distribution
  • Launching CBD extraction facility
  • First extraction system capacity = 6,000 Kg per year.

Canadian Cannabis 2.0 is on its way and the U.S. is set to be the “biggest and the best cannabis market in the world”

By: Ruth Saldanha

Ruth Saldanha: Cannabis stocks in Canada have been a bit of a roller coaster recently. After a dramatic drop earlier this month, the stocks have somewhat recovered but are still trading below our fair value estimates. Is now a buying opportunity? Morningstar Analyst, Kristoffer Inton covers cannabis and is here today to talk about his views.

Kris, thank you so much for being here today.

Kristoffer Inton: Thank you for having me.

Saldanha: What’s going on with Canadian cannabis? Is the distribution the main culprit here?

Inton: Yeah, I think that’s one of the primary causes of what’s going on in Canadian distribution. I think also a part of it is investor expectations. So, I think people forget, this is a growth industry. These are all very early stage stocks. And when we look at where we are in terms of the growth cycle, we’ve only just past one year of recreational legalization. On top of that when you look at how Canada has been doing in terms of its rollout, you look at its two biggest provinces, Ontario and Quebec. They’ve really underperformed relative to expectations in terms of opening dispensaries. So, to us, it’s a little combination of slower than expected government rollout limiting demand growth and investor expectations for growth and even more so profitability a little too soon.

Saldanha: So, should Canadians consider investing in established U.S. retail players while we still wait for the market here to develop a bit more.

Inton: Yeah, I would definitely say so. I think that in our view, the U.S. is going to be the biggest and the best cannabis market in the world. And they operate in isolation the U.S. and Canada and so while the Canadian market continues to develop, you can also play and get investment exposure into the U.S. story as well. And because the U.S. distribution rollout has been a little bit smoother, it looks like growth and profitability are coming to American companies before it has come to for the Canadian companies.

Saldanha: After the recent drop in prices is now a buying opportunity for Canadian cannabis.

Inton: Definitely, I think that it definitely warrants a long-term view. In the near term, it’s not going to take overnight to open enough stores to get distribution right and to get the products lined up. So, it won’t happen in the next quarter or so. But if an investor is patient and willing to wait, they’ll be able to get exposure to a long runway of growth.

Saldanha: Finally, Kris, which is your top Canadian cannabis pick and why?

Inton: So, we recommend two Canadian picks. We like Aurora Cannabis (ACB) and we like Canopy Growth (WEED), really for two different reasons. Aurora Cannabis has largely been focused on production. And it shows their gross margins are the highest amongst the Canadian cannabis companies we cover. And we like Canopy Growth because we think that with the partnership with Constellation Brands, they’re really focused on developing downstream infused consumer products. With Cannabis 2.0 hitting Canada later this year and into next year, we think that Canopy is well exposed to being able to enjoy growth from that.

Saldanha: Thank you so much for being with us today, Kris.

Inton: Thank you.

Saldanha: For Morningstar, I’m Ruth Saldanha.

Source: https://www.morningstar.ca/ca/news/197539/time-to-buy-the-dip-on-cannabis.aspx

BREAKING …. CTV News Cites #Datametrex $DM.ca For Proof That Foreign-Controlled Bot Networks Hit Canadian Election

Posted by AGORACOM-JC at 10:58 AM on Tuesday, November 26th, 2019
  • Prior to the election, Canada’s electronic spy agency issued a stark warning about the potential for foreign cyber interference.
  • Datametrex (DM:TSXV) believes foreign actors not only attempted to do so — they succeeded.
  • Using Artificial Intelligence designed to follow and analyze online narratives, Datametrex published a report investigating issues related to the election.
  • The report, in collaboration with Defence Research and Development Canada, found evidence of Russian bots meddling in Twitter discussions 
  • intention was focused on boosting extreme viewpoints and creating further polarization among groups with similar political views.
  • The report was presented to NATO in mid-October.
  • Datametrex has been awarded $40,000 contract for United States Air Force (USAF)

Foreign actors tried to influence Canadian election talk, but did they succeed?

Police have revealed new details of a ‘SIM swapping scam’ that could have serious implications for victims. (iStock/Bombuscreative)

  • “It doesn’t seem that there is a political agenda. Whether it’s bots or people, they’re engaging the ‘useful idiots’ who sit around on social media and regurgitate anything that fits their social or political agenda,” Marshall Gunter, CEO of Datametrex, said during a phone interview with CTVNews.ca earlier this month.

Nicole Bogart, CTVNews.ca Writer

Published Monday, November 25, 2019 11:43AM EST

TORONTO — Despite concerns of foreign interference and disinformation, a growing epidemic of toxic political dialogue found in online echo chambers should have been at the top of Canada’s concerns going into the federal election, analysts say.

As the dust settles on Parliament Hill, research suggests that foreign-controlled bot networks tapped into growing partisanship in Canada’s online conversations, taking advantage of those dead set in their political beliefs.

“It doesn’t seem that there is a political agenda. Whether it’s bots or people, they’re engaging the ‘useful idiots’ who sit around on social media and regurgitate anything that fits their social or political agenda,” Marshall Gunter, CEO of Datametrex, said during a phone interview with CTVNews.ca earlier this month.

Prior to the election, Canada’s electronic spy agency issued a stark warning about the potential for foreign cyber interference.

The Communications Security Establishment (CSE) said it was “highly likely” that interference in Canada’s democratic process would be done using tactics similar to those used against other countries, including the amplification of polarizing political issues.

Gunter and his team believe foreign actors not only attempted to do so — they succeeded.

“It starts with a wave and turns into a tsunami,” Gunter said, referencing how foreign bad actors work to disrupt political spheres online. “That’s their way of interfering.”

Using machine-learning based technology called Nexalogy, designed to follow and analyze online narratives, Datametrex recently published a report investigating issues related to the election.

The report, in collaboration with Defence Research and Development Canada, found evidence of Russian bots meddling in Twitter discussions on political wedge issues in Canada, including ethical issues, pipelines, and climate change.

But that meddling did not seem to fit a political agenda, such as having a particular candidate elected over another. Instead researchers say its intention was focused on boosting extreme viewpoints and creating further polarization among groups with similar political views.

“Within Canada, the focus is more about distracting the population,” reads the report obtained by CTVNews.ca.

“Upsetting well-established democracies by increasing the divisions between citizens with opposing views is an effective method; while the people of that country are busy ‘fighting’ each other, Russia is able to move with greater freedom with less scrutiny.”

The report was presented to NATO in mid-October.

Although the data analyzed in the report was gathered between June and August, months before the election was officially called, Datametrex president Jeff Stevens said that his team has continued to collect and analyze Twitter conversations related to Canadian politics, including “Wexit,” flagging similar suspicious activity.

This isn’t the first allegation of foreign actors amplifying Canadian political conversations.

In September, analysis of about 34,000 tweets from approximately 4,896 accounts by researcher Marc Owen Jones revealed that 15 per cent of accounts using the hashtag #TrudeauMustGo were ones that primarily identified with U.S. right-wing politics.

Those accounts also showed evidence of spam or bot-like activity.

Speaking to CTVNews.ca in October, Jones said he continued to see this type of activity on Canadian political hashtags despite Twitter downplaying the concerns, saying its investigations found no “substantial bot activity amplifying the cited hashtag.”

When asked about both reports, a government spokesperson told CTVNews.ca by email that the Critical Election Incident Public Protocol panel — designed to respond to threats to the democratic process — did not observe any activities that “met the threshold for public announcement or affected Canada’s ability to have a free and fair election.”

Not everyone is buying the idea of foreign entities meddling in our political discourse.

“Partisanship is the real pernicious force here in the Canadian online discourse,” Taylor Owen, digital media professor, said during an interview on the Attention Control podcast in October.

“It determines who you follow, it determines the language you use, the type of policy you support. It dissuades you from being able to be fact-checked. It really is the variable that causes a lot of the problems that we’ve flagged.”

Owen, director of the Digital Democracy project, spent the course of the election looking at instances of disinformation and interference.

He says his team did not find any evidence of foreign actors driving conversations on Canadian issues.

“One of the things we really saw in our projects is real echo chambers in online debate where partisans were really just talking to each other,” Owen said.

“We didn’t see a lot of what we call formal disinformation campaigns, foreign or domestic.”

Owen suggests that banning foreign ad spending as part of bill C-76 likely decreased the potential for large-scale foreign interference attempts.

Either way, researchers on both sides agree that Canadians are becoming more divided.

“I don’t think this content affected the vote, what it did is degraded the public discourse. It entrenched partisanship and further confirmed their biases,” said Owen.

Source: https://www.ctvnews.ca/politics/foreign-actors-tried-to-influence-canadian-election-talk-but-did-they-succeed-1.4701228

Iconic Minerals $ICM.ca – #Lithium Ion #Battery Market Growth Factors, Demand and Trends $LI.ca $MGG.ca $PAC.ca $CYP.ca $NEV.ca $SX.ca Forecast

Posted by AGORACOM-JC at 2:00 PM on Monday, November 25th, 2019

SPONSOR: Iconic Minerals Ltd. ICM:TSX-V Bonnie Claire Lithium Property hosts Inferred resource of 11.8 billion pounds of lithium carbonate equivalent and has the potential to be the largest lithium resource globally. Learn More.

Lithium Ion Battery Market Growth Factors, Demand and Trends Forecast

  • In recent years, the growth in the industrial automation has been highly eye-catching
  • This has been particularly beneficial for the development of the global lithium ion battery market for the application of material handling equipment
  • Global lithium ion battery market is driven by the growing penetration of smartphones, tablets, PCs, power tools, and digital cameras
  • Also witnessing an increase from the flourishing automobile industry

By: tmrresearch

Lithium Ion Battery Market – Snapshot

Lithium ion batteries are a type of rechargeable batteries that have high energy density. These batteries have a very wide range of application. However, primarily these lithium ion batteries are used in portable devices and equipment. The global lithium ion battery market is expected to witness a considerable growth over the course of the given forecast period with a considerable rise in the use of tablets, PC, smartphones, digital camera, and other power tools. These batteries have gained immense popularity in recent years, especially in the automobile production sector as they provide a solid alternative to the nickel metal batteries that are primarily used in manufacturing of electric cars. Another reason for their growing use is because of their light weight and small size that make them an ideal fit for a wide range of applications.

In recent years, the growth in the industrial automation has been highly eye-catching. This has been particularly beneficial for the development of the global lithium ion battery market for the application of material handling equipment. Over the years, several technological advancements have brought considerable growth in the material handling equipment sector. Some of the highly popular material handling equipment are automated guided vehicles, intralogistics systems, industrial trucks, and elevating equipment. Interestingly, all of these machine handling equipment are battery operated. With lithium ion’s stronger energy density, long lasting power, compact size, and light weight, these batteries are the most preferred option to be fitted across the equipment. Naturally, this has helped in the development of the global lithium ion battery market.

Lithium-ion batteries are rechargeable batteries that have high energy density and are used extensively in portable equipment. The global lithium ion battery market is driven by the growing penetration of smartphones, tablets, PCs, power tools, and digital cameras. The demand for Li-ion batteries is also witnessing an increase from the flourishing automobile industry. The demand for electric vehicles is increasing and with it, the demand for lithium ion batteries. The popularity of these batteries is increasing among automobile manufacturers as they are small in size and light in weight as compared to nickel metal batteries.

The lithium ion battery market is greatly fragmented with a large number of domestic players. These domestic players are accounting for a high share in the lithium ion battery market. There are small, medium, and large scale players in the industry and this is the reason behind the extreme competitive environment within the global lithium-ion battery market. The introduction of innovative and new technologies will help with the growth of the market. Many players are also investing in research and development and this will trigger increased competition among existing players. Product launches are a key strategy adopted by players in the industry. The lithium ion battery market players are also adopting the strategy of mergers and acquisitions so as to gain competitive edge and increase their customer base.

Global Lithium Ion Battery Market: Overview

Lithium-ion batteries are rechargeable batteries, in which lithium ions move from positive electrode to negative electrode during charging and back when discharging. These batteries are commonly used in consumer electronics. They make use of an intercalated lithium compound as an electrode material, compared to the metallic lithium used in a non-rechargeable lithium battery.  Besides that, their popularity is growing rapidly across sectors such as military, automotive, aerospace, and industrial.

Global Lithium Ion Battery Market: Key Trends

The various advantages offered by lithium ion batteries such as lightweight, rechargeable, environment-friendliness, high energy density, and no memory effect are boosting their adoption in smartphones, tablets, and automobiles. Hence, the proliferation of smartphones and tablets is providing a fillip to the global lithium ion battery market. Moreover, the escalating need for efficient and green solutions for power supply and energy storage is augmenting the market. Traditional batteries such as nickel-metal-hybrid, lead-acid, and sodium-sulfur have hazardous effects on the environment. In addition, the rising production of hybrid electric vehicles and electrical vehicles is creating a staggering volume of demand for these batteries in the automotive sector.

On the flip side, the higher cost of lithium ion batteries as compared to traditional batteries is limiting their widespread adoption. Furthermore, the risk of overheating and a subsequent fire associated with these batteries can pose a major threat to cars and other electronic devices, which in turn is restricting the lithium ion battery market from realizing its utmost potential.

Global Lithium Ion Battery Market: Market Potential

Several players in the global lithium-ion battery market are aiming at expanding their lithium ion battery facilities to enhance their visibility in the market. A case in point is Utility San Diego Gas and Electric (SDG&E) and AES Energy Storage, a subsidiary of Automotive Energy Supply Corporation, which in February 2017, inaugurated their new energy storage facility in Escondido, California, which they claim to be the world’s largest lithium-ion battery energy storage site. The capacity of this system is 30MW/120MWh and has the ability to store energy for the equivalent of 20,000 customers for four hours. Such steps taken by players are likely to scale up energy storage capacity and drive the market over the coming years.

Global Lithium Ion Battery Market: Regional Outlook

The segments covered in the lithium ion battery market report on the basis of geography are Asia Pacific, Latin America, North America, Europe, and the Middle East and Africa. Asia Pacific is expected to represent a sizeable share in the market throughout the review period. The domicile of a large number of key manufacturers is providing an edge to the region over other regions. Countries such as India, China, Singapore, Australia, and Japan will be sights of high growth in APAC. The growth of the lithium ion battery market in these countries can be attributed to the increasing regulations to reduce the carbon footprint and lead pollution.

North America will be a prominent lithium ion battery market during the same period. The increasing sales of electric vehicles along with the burgeoning demand for high-quality consumer electronics products are contributing to the growth of the region.

Global Lithium Ion Battery Market: Competitive Landscape

The global lithium ion battery market is highly consolidated in nature. Strict regulatory framework for the manufacturing of conventional batteries is attracting new players to invest in the market. The influx of new manufacturers is likely to make this market fragmented over the coming years. However, prominent players offer stiff competition to new entrants due to their competitive advantage in their terms of strong foothold and easy access to raw materials.

Research and development activities are expected to be the top priority for the majority of players to increase their shares in the market. Some of the key companies operating in the global lithium ion battery market are LG Chemical Power, Johnson Controls, Hitachi Chemical, Panasonic, Samsung, Toshiba, Sony, and AESC.

Source: https://statsflash.com/lithium-ion-battery-market-growth-factors-demand-and-trends-forecast-to-2025/420030/