The Buz on CleanTech Stocks 12.18.16

The Buz on CleanTech Stocks 12.18/16

The Buz on CleanTech Stocks 12.18.16

Buz Investors Buz on CleanTech Stocks While there is no single accepted definition, the phrase spans technologies that cut emissions, improve the environment, and reduce the consumption of natural resources.

Buz Investors  Buz on CleanTech Stocks While there is no single accepted definition, the phrase spans technologies that cut emissions, improve the environment, and reduce the consumption of natural resources.

The development of clean technology is touted as one of the most effective ways to tackle climate change and other environmental issues.

And it is already a multibillion-dollar business. According to figures from consultancy firm Frost & Sullivan presented at the Global Cleantech Summit in Helsinki this week, the market for clean technology was worth $601bn in 2014. By 2020, the firm predicts this will expand to $1.3tn.

With the world likely to sign an emissions-cutting deal in Paris in December this year, and large economies such as India and China eager for ways to clean up their air pollution, rivers and land, it is easy to paint the future of the clean technology in a rosy light.

CleanTech Stocks 12.18/16




Thompson on the impact of Talga’s graphite and graphene results on their lithium-ion battery program

  • Buz Investors Talga’s graphite and graphene results Mark Thompson, Managing Director of Talga Resources Ltd. (ASX: TLG), in an interview with InvestorIntel Corp. CEO Tracy Weslosky discuss Talga’s “ultimate goal of becoming a global scale producer of graphite and graphene” and how their recently announced positive results will boost Talga’s lithium ion battery program.
  • They also explore how Talga is targeting the $11 billion plus corrosion protection sector, and the numerous competitive advantages therein. With an update on the Phase 2 graphene pilot test plant and the high quality graphene output that has been confirmed,
  • Tracy asks Mark for his insight on the overall global graphite and graphene market and how the electric vehicle market will drive demand.

CLEANTECH: HAS SOLAR POWER REACHED ITS TIPPING POINT?

  • Bux Investors Cleantech As the world’s richest man and a generally all-around-swell-guy, everybody expects Bill Gates to do the right thing for solar power and cleantech. Little did they know he would go above and beyond by starting a clean energy fund with $1.0 billion in funding.

  • That’s right, $1.0 billion. Gates rallied two dozen business magnates to build Breakthrough Energy Ventures (BEV), an investment company dedicated to cleantech startups.
  • There are a lot of illustrious names attached to the project, from Alibaba Group Holding Ltd(NYSE:BABA) CEO Jack Ma toAmazon.com, Inc.’s (NASDAQ:AMZN) CEO Jeff Bezos.

Galaxy begins 24 hour lithium production from Mt Cattlin

The Buz on CleanTech Stocks

  • Buz Investors 24 hour lithium production  Galaxy’s lithium carbonate plant in Jiangsu was the first lithium carbonate plant I ever visited starting out on my own. This was back in 2010 and  the clean tech world looked quite different; For starters the lithium story was fairly new, there were more than 45 lithium junior hopefuls, “Tesla” was not a household name and the term “Gigafactory” was a vague, far off concept-
  • in fact, I’m not sure whether the phrase had even been coined. The Galaxy Jiangsu plant, which you can see in the photo, was mostly dust with the beginnings of a construction site and was at least eight months away from looking even remotely like a processing plant. (And still I drove excitedly for almost 3.5 hours on a slow Chinese bus to see it!)
  • Just three years later in 2013, Galaxy had fallen into the usual junior trap of being over-leveraged and unfocused. Consequently, the business lost market and shareholder support. Like so many junior mining companies, it was thought that Galaxy would disappear. By December 2013, Galaxy’s share price had tumbled to around $0.038 from around $0.42 a year earlier.

Reed on Neometals’ deal with the “largest most diverse lithium producer in China

The Buz on CleanTech Stocks

  • Buz Investors Reed on Neometals’ deal Chris Reed, CEO & Managing Director of Neometals Ltd. (ASX: NMT), in an interview with InvestorIntel CEO Tracy Weslosky discuss the recent MOU with Mineral Resources, the recent shareholder update, and the significance of the deal with Ganfeng –
  • “the largest most diverse lithium producer in China”. Starting with their progress on the development of a downstream lithium chemical plant that would produce battery quality lithium hydroxide
  • product suitable for direct sales to the lithium-ion battery industry, Chris explains Neometals’ recent milestones and what interested investors may anticipate in the New Year for the company.

SOLARCITY: WHAT’S ELON MUSK DOING IN FLORIDA?

  • Buz Investors What’s Elon Musk Doing and SolarCity Corp (NASDAQ:SCTY) are looking to expand in Central Florida following the presidential election-day defeat of a state amendment that critics feared would have stifled solar energy expansion in the state.
  • The amendment would have limited the ability to allow solar companies to gain a foothold in the Sunshine State, detractors argued. Backers of the amendment however,
  • said that the electric utilities-backed initiative would target “unfair subsidies” for the solar power industry. (Source: “Elon Musk’s Solar City expanding in Clermont,”Orlando Sentinel, December 1, 2016.)

CleanTech Stocks 12.18/16




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Reed on Neometals’ deal with the “largest most diverse lithium producer in China

Reed on Neometals’ deal with the “largest most diverse lithium producer in China

The Buz on CleanTech Stocks

  • Buz Investors Reed on Neometals’ deal Chris Reed, CEO & Managing Director of Neometals Ltd. (ASX: NMT), in an interview with InvestorIntel CEO Tracy Weslosky discuss the recent MOU with Mineral Resources, the recent shareholder update, and the significance of the deal with Ganfeng –
  • “the largest most diverse lithium producer in China”. Starting with their progress on the development of a downstream lithium chemical plant that would produce battery quality lithium hydroxide
  • product suitable for direct sales to the lithium-ion battery industry, Chris explains Neometals’ recent milestones and what interested investors may anticipate in the New Year for the company.

Reed on Neometals’ deal

Buz Investors Reed on Neometals’ deal Chris Reed, CEO & Managing Director of Neometals Ltd. (ASX: NMT), in an interview with InvestorIntel CEO Tracy Weslosky discuss the recent MOU with Mineral Resources, the recent shareholder update, and the significance of the deal with Ganfeng

Reed on Neometals’ deal Tracy Weslosky:  Chris you had a lot of news lately — a terrific update for your shareholders in that you recently announced an MOU with Mineral Resources to further progress the development of a downstream lithium chemical plant that would produce battery quality lithium hydroxide product suitable for direct sales to the lithium-ion battery industry. Can you please provide the InvestorIntel audience with an update on this MOU please?

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Reed on Neometals’ deal 

Chris Reed: Absolutely Tracy. Part of the transaction with Ganfeng last year was that they’re obligated to purchase the first three years’ production from the Mount Marion Mine. After the third production year, Mineral Resources and NeoMetals had the option then to buyback 51% of the offtake so that we could have a feed for our own downstream processing ambitions. You know, we have long wanted to become an integrated producer of lithium. The first step was to get the mine up and running as a concentrate producer and then in a couple of years’ time, because it actually takes that long — once you completed the construction of the concentrator operation it takes you a number of years to permit and build a lithium down streaming plant. It is really just an affirmation now that the mine is moving into commercial production, that we are now in the final stages of the evaluation of downstream production of lithium hydroxide and it’s a commitment for both of us to advance that with a view that we can make a final investment decision in early 2017.

Tracy Weslosky: Christopher Ecclestone was describing this as a superb deal and that shareholders may not truly appreciate the nuances of this deal. I think what he was trying to say was, number one, you have proven your extraction technology process works and perhaps you’d like to comment a little further about his analysis on this deal.

Chris Reed: I think Chris is certainly one of the few analysts that gets our overarching strategy and that’s one, to get the mine up and running, derisk that, at the same time develop the flowsheet for downstream processing. The deal with Ganfeng and I think one of the misunderstood barriers to entry to the lithium market is actually having a large customer to sell your product to. If you want to start up a good size mine you need to move a load concentrate. You need a large partner. Ganfeng are the largest most diverse lithium producer in China, certainly the fastest growing, multibillion dollar U.S. market cap and the ability, certainly over the last year that we’ve been dealing with them, to raise large amounts of equity. They’re actually moving beyond lithium conversion into cathode production and batteries. As you get further down the chain, the lithium value in that end product becomes less so they become a stronger partner, we’re able to get the mine up, they take a lot of production and then after 3-4 years of production we’re then able to take some of the feed and put it into our own down streaming plant. We’re doing it in two stages rather than having a half a billion dollar roll of the dice to start off with. We’ve done a deal with Australia’s largest processor of minerals where we’ve developed the world’s— within 12 months we’ve constructed the world’s biggest hard rock lithium concentrator that’s twice as big as the plant down at Greenbushes

Commodities ( Gold ) ( Silver ) ( Lithium )




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Thompson on the impact of Talga’s graphite and graphene results on their lithium-ion battery program

Thompson on the impact of Talga’s graphite and graphene results on their lithium-ion battery program

The Buz on CleanTech Stocks

  • Buz Investors Talga’s graphite and graphene results Mark Thompson, Managing Director of Talga Resources Ltd. (ASX: TLG), in an interview with InvestorIntel Corp. CEO Tracy Weslosky discuss Talga’s “ultimate goal of becoming a global scale producer of graphite and graphene” and how their recently announced positive results will boost Talga’s lithium ion battery program.
  • They also explore how Talga is targeting the $11 billion plus corrosion protection sector, and the numerous competitive advantages therein. With an update on the Phase 2 graphene pilot test plant and the high quality graphene output that has been confirmed,
  • Tracy asks Mark for his insight on the overall global graphite and graphene market and how the electric vehicle market will drive demand.

Talga’s graphite and graphene results

Buz Investors Talga's graphite and graphene results Mark Thompson, Managing Director of Talga Resources Ltd. (ASX: TLG), in an interview with InvestorIntel Corp. CEO Tracy Weslosky discuss Talga’s “ultimate goal of becoming a global scale producer of graphite and graphene” and how their recently announced positive

Talga’s graphite and graphene results Tracy Weslosky: Mark the reason why I’m so excited about talking to you is, and I don’t say this very often to the InvestorIntel audience, but I do believe we have one of the most undervalued stocks currently on the market. We have a lot of questions to talk to you about with both graphite and graphene today. Are you ready?

Mark Thompson: Go for it.

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Talga’s graphite and graphene results 

Tracy Weslosky: Okay. First of all I’d like to start by doing something I never do, which is to actually read a quote that I read in your shareholders letter from your Chairman, Keith Coughlan. He wrote in a recently published letter, “The Company has made great strides toward our ultimate goal of becoming a global scale producer of graphite and graphene. As a result we are strategically placed to play a growing role in the emerging trend towards low-emission energy production and storage via devices such as batteries and fuel cells, conductive coatings and a host of technology applications that require advanced materials”. I would love it if you would just start by reintroducing Talga to our audience and understand why that’s not just a visionary statement, but that’s really what Talga is trying and is achieving.

Mark Thompson: Yeah. At the root of that is that the world has a lot of problems. It’s got a lot of resource pressure and a lot of pollution pressure and it’s trying to fix those problems. One of the ways around that is to positively change energy storage and energy mobility and energy generation. Graphite being a crystalline form of carbon is at the heart of a lot of those technologies and we own the world’s highest grade resource of graphite under (inaudible) and NI 43 conditions. We’re taking advantage of that and we’re trying to work out strategically how to use that resource to the betterment of all these sorts of products that people read about in the media, but then don’t enter into their lives for a little while, but similar to plastics and carbon fiber before it some of these companies go on to become global leaders. That’s where Talga is heading.

Tracy Weslosky: I think something that I would love for you to explain to our audience is how you really differentiate yourself. Your competitive advantage is you’re going after some very unique niches – for instance an $11 billion dollar plus corrosion protection sector….can you talk about these different sectors that you’re targeting please?

Mark Thompson: So we were quite an early mover into the graphite space and what we found is that there’s an industry that’s 40 times bigger than the entire global graphite market and that’s the total volume of material used for paints and coatings. Graphene, one of the largest volume applications with really good margins and really good speed to market in its development is in the coating sector. We’ve got a Chief Technology Officer, Dr. Siva Bohm who has over 25 patents and over 100 technical papers in his 25-year career. He’s a coating specialist. He’s now, as our CTO, basically constructing products made of our graphene to license and look for revenues from royalties and production obviously that feeds into our raw materials. We see the coating as a, I guess, a media darling compared to a roll up TV screens and things like electric planes, but it’s actually a very good solid move because it only involves replacing encumbered materials like zinc and zircon rather than creating entirely new technologies. That’s just one part of the four main sectors we focus on.

Tracy Weslosky: And of course, something that is sizzling to our audience is the battery storage market. Can you tell us what your involvement is in that particular sector?




Cleantech: Has Solar Power Reached Its Tipping Point?

Cleantech: Has Solar Power Reached Its Tipping Point?

Cleantech: Has Solar Power Reached Its Tipping Point?

  • Bux Investors Cleantech As the world’s richest man and a generally all-around-swell-guy, everybody expects Bill Gates to do the right thing for solar power and cleantech. Little did they know he would go above and beyond by starting a clean energy fund with $1.0 billion in funding.

  • That’s right, $1.0 billion. Gates rallied two dozen business magnates to build Breakthrough Energy Ventures (BEV), an investment company dedicated to cleantech startups.
  • There are a lot of illustrious names attached to the project, from Alibaba Group Holding Ltd (NYSE:BABA) CEO Jack Ma toAmazon.com, Inc.’s (NASDAQ:AMZN) CEO Jeff Bezos.

Cleantech

Cleantech: Has Solar Power Reached Its Tipping Point?

Collectively, these folks are worth about $173.0 billion. As a result, it wasn’t too hard for them to scrape together $1.0 billion for the fund, which will have the sole purpose of seeking out and investing in cleantech companies. (Source: “Bill Gates Is Heading a $1 Billion Clean Energy Venture Fund,” Fortune, December 11, 2016.)

“I am honored to work along with these investors to build on the powerful foundation of public investment in basic research,”

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Cleantech

said BEV chairman Bill Gates in a statement Sunday night. “Our goal is to build companies that will help deliver the next generation of reliable, affordable, and emissions-free energy to the world.”

Solar power stocks began to appear on the NASDAQ and New York Stock Exchanges, bearing names like SolarCity Corp (NASDAQ:SCTY), First Solar, Inc. (NASDAQ:FSLR), and Canadian Solar Inc. (NASDAQ:CSIQ). They have spread the gospel of cleantech far and wide and, in the process, driven down the cost of solar panels.

With the addition of star-studded clean tech funds, it is only a matter of time until the energy revolution reaches its tipping point.