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Caldera House

@CalderaHouse

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Followers
682
Following
216
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6,647
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We help listed companies communicate with investors. Assume fee or held interest in all #stocks mentioned

Sydney, New South Wales
Joined August 2019
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@CalderaHouse
Caldera House
3 years
More #battery and plug-in #EVs have been sold in the first half of 2021 than in any calendar year in Australia. Adoption of #ElectricVehicles in Australia might finally be catching up with the rest of the world. 🌍 🚙
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@CalderaHouse
Caldera House
2 years
Still loving lithium 🤍 $PLS has reinforced analysts’ bullish #lithium predictions after securing a record price for 5000t of the critical #battery raw material sold on its unique digital auction platform. $CRR $CXO #GW1 $LRD #ASX #MiningStocks
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@CalderaHouse
Caldera House
2 years
We have gathered some research and reckon #lithium is still sexy. What do you think? $CXO $CRR $LRD #GW1 #ASX #miningstocks #paid
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@CalderaHouse
Caldera House
4 years
A new ship powered only by #lithium -ion #batteries is coming to #Japan ’s coastline. The 60-meter-long tanker will be the first all-electric vessel of its kind when it launches in Tokyo Bay next year, its developers say. #EnergyTransition #ElectricWorld
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@CalderaHouse
Caldera House
2 years
She told the Clean Energy Summit in Sydney she believes #Australia ’s greatest opportunity this century is to be a global leader in the #battery #supplychain , building on its resources of #lithium and other minerals. $CXO $MIN $PLS $LRD $ESS
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@CalderaHouse
Caldera House
3 years
In the coming decades, hundreds of millions of #ElectricVehicles will hit the road. Each of those vehicle #batteries will contain tens of kilograms of materials that have yet to be mined. #MiningStocks #mining #batterymetals #nickel #copper #lithium
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@CalderaHouse
Caldera House
3 years
#iM3NY builds #lithium -ion batteries for use in #ElectricVehicles and other #battery powered items. The company expects to hire 150 workers right away, with the potential for 1000s of jobs to come to #Endicott in the coming years #business #Jobs $MNS #US
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@CalderaHouse
Caldera House
2 months
#Lithium isn’t dead, according to Janus Henderson and Argonaut Natural Resources Funds. With Janus Henderson liking producers $MIN and $PLS, while Argonaut’s focus is on developers such as $PMT and $LRS.
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@CalderaHouse
Caldera House
3 years
Are you buying the war?
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@CalderaHouse
Caldera House
1 year
“Sometimes in the #lithium market, we’ve had these small data points that materially impact the industry. And I think this is just the latest example of that, and it is an outsized reaction in my view.” - Dale Henderson $PLS MD and CEO
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@CalderaHouse
Caldera House
3 years
Transitioning to #netzero will be metal-intensive & it's this #metals & #mining sector that will be at the core of forging the #decarbonisation pathway. Companies in this sector will be expected to grow faster (& more cleanly) than ever before. #copper #lithium #graphite #nickel
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@CalderaHouse
Caldera House
2 years
“We believe the auction price indicates a bullish Chinese primary market for future #lithium prices as well as the strategic importance of Sichuan spodumene assets,” Daiwa Capital Markets’ analysts Dennis Ip and Leo Ho said in a note.
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@CalderaHouse
Caldera House
2 years
. @FitchSolutions ' "Sustainability in #Lithium Extraction" report noted that, low-carbon lithium products may sell at a premium. In particularly, #DLE tech: “We expect DLE technology to dominate the future lithium mining sector,” Read the report here:
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@CalderaHouse
Caldera House
3 years
By 2030, @UBS predicts we’ll need a lot of #manganese , #lithium , #cobalt , #rareearths , #nickel and #copper if #electricvehicle makers are to hit some very ambitious production targets. They estimate #EV penetration increasing from 3m/yr to 46m/yr
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@CalderaHouse
Caldera House
2 years
Joe Biden this week might invoke Cold War powers to encourage domestic production of #criticalminerals for #electricvehicle & other types of #batteries . Eyes on US projects with #lithium , #nickel , #graphite , #cobalt & #manganese . $PLL $LAC
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@CalderaHouse
Caldera House
3 years
An electrification storm is upon us including the establishment of a North American #battery / #EV supply chain ⚡️🔋🌪 FACT SHEET: The Biden-Harris Electric Vehicle Charging Action Plan | The White House
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@CalderaHouse
Caldera House
2 years
The report concludes the industry needs to build 50 more #lithium mines, 60 more #nickel mines and 17 more #cobalt mines by 2030 to meet global net #carbon emissions goals. $CXO $ADD #GW1 $CRR $LRD #ASX
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@CalderaHouse
Caldera House
3 years
Did you know #WindEnergy is the most #copper intensive form of #renewableenergy ? It takes a lot of metal/s to make these big turbines spin. #REEs #aluminium #zinc #criticalminerals #energytwitter #renewables
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@CalderaHouse
Caldera House
2 years
Are you?
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@CalderaHouse
Caldera House
1 year
Citi Says #Copper Boom Will Make Historic 2008 #Oil Price Surge Look Like Child’s Play
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@CalderaHouse
Caldera House
1 year
Someone else after $LTR #lithium
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@CalderaHouse
Caldera House
3 years
$BHP sinks US$50m into #Kabanga Nickel. No denying #nickel sulphide is hot and hard to find in deposits of significant scale. #ASX -listed $ADD exploring for the #basemetal right next door across a number of licenses. #miningnews #miningstocks $ADD.ax #stockstowatch
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@CalderaHouse
Caldera House
1 year
VIDEO Gigi speaks to Lindsay Reed, CEO of @MinbosResources , following the announcement of an offtake agreement with #Angola 's largest food aggregator, Grupo Carrinho. $MNB $MNB.ax #ASX #fertilizers #foodsecurity Watch now:
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@CalderaHouse
Caldera House
3 years
#graphite continuing to make headlines. Supply deficits and #SupplyChainIssues look like they’ll impact the #battery material in 2022. #ASX #EV1 #GW1 $SVM
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@CalderaHouse
Caldera House
2 years
Big moves from some #ASX -listed #uranium stocks. Double digits for: #92E $PEN $BMN $BOE $AGE $TOE $AEE $PDN
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@CalderaHouse
Caldera House
2 years
#Lithium Price Smashes New Record as Supply Struggles to Feed #EV Growth - Bloomberg #ASX #GW1 $LRD $PLS $GLN $PLL $ESS
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@CalderaHouse
Caldera House
2 years
MORE #BATTERY MATERIALS Buyers of key components in the powering of #electricvehicles are stepping up efforts to lock in supplies, 2 of the world’s biggest automakers signing direct deals #miners .
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@CalderaHouse
Caldera House
4 years
#ASX -listed $CXO is positioned to be Oz’s next #lithium producer ☑️offtake agreements within the #battery and #EV industry 🔋 ☑️low energy consumption, low transport emissions ☑️positioned for green EV future 🍃 ☑️government approvals ☑️low cost + capex
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@CalderaHouse
Caldera House
2 years
#ASX -listed #lithium equities making some large moves on the back of no news. $AZL $LKE $PNN $SYA $CXO
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@CalderaHouse
Caldera House
4 years
Are we seeing the return of a #commodities 'super-cycle'? It's just the first leg of a sector-wide “bull market” fanned by government spending, analysts and #investors say. 🐂 #commoditysupercycle #investing #economics
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@CalderaHouse
Caldera House
2 years
Seeing this happen. #Electricvehicle manufacturer $NIO took a stake in #ASX -listed #GW1 to fund exploration their project in #Argentina ’s #lithium triangle.
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@CalderaHouse
Caldera House
3 years
#Lithium prices have risen to historic levels in the midst of an upswing in demand for #electricvehicles and #energystorage . $ORE's contract prices for the spodumene from its Mt Cattlin lithium project in WA are going to more than double in under 3 months.
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@CalderaHouse
Caldera House
3 years
It’s 2007. @Apple has released the 1st iPhone, kuwtk has just premiered, Umbrella by @rihanna is on the radio, @britneyspears is about to shave her head & the #uranium bull market is at its peak at US$135/lb. The #uranium price is stirring again, are we about to see it run? 🐂
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@CalderaHouse
Caldera House
3 years
“We probably see the #nickel sector as the most attractive out of all the #commodities at the moment,” says Cleary. “It’s got more upside at the moment than most of the other battery materials.” $ADD $ARN #miningstocks #ASX #investing #batterymetals
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@CalderaHouse
Caldera House
2 years
$LKE putting #Argentina in focus as a source of #lithium for the North American #Battery supply chain. #GW1 $PNN #miningnews #criticalminerals #ASX
@CrowStu
Stu Crow
2 years
Great to be back in DC again keeping the dialogue open discussing #lithium and the opportunity for Argentinian projects to help supply the North American supply chain for critical minerals. Busy day of meetings. $LKE $LLKKF #Kachi #highpurity @Lilac_Solutions 🇦🇷🇺🇸🇦🇺
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@CalderaHouse
Caldera House
3 years
#Battery cells on schedule for customer sample needs in Q3 2021 @magnisenergytec has confirmed that @im3_ny has produced its first full sized prismatic cells ahead of schedule for testing and customer sampling Via @TheAssay $MNS.ax $MNS #batterytech
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@CalderaHouse
Caldera House
2 years
‘World economy can’t change unless we develop a lot more mines’ - Robert Friedland #Commodities #miningnews
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@CalderaHouse
Caldera House
3 years
Visualising the race to #ElectricVehicle dominance. @tesla has ruled the market to date but competitors are stepping up. The #EV charging infrastructure market is anticipated to surpass $46 billion by 2025. @VW @BMW @renault_france @hyundais @toyota Source @VisualCap
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@CalderaHouse
Caldera House
3 years
#Uranium going mainstream via @FinancialReview #Nuclear energy generation is growing again. Political stability makes #Australia a doubly attractive uranium fuel supplier.
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@CalderaHouse
Caldera House
2 months
Join us speaking to Hiro Iwanaga, CEO and Co-Founder of Talus Renewables and $MNB MD, @reedmob . In this podcast, we explore the origins the recently announced #greenammonia collaboration at Capanda and the path towards sustainable #agriculture in #Angola . Hear from Hiro, a true
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@CalderaHouse
Caldera House
4 years
“It’s clean #energy , which is vitally important to the planet, and so I felt for the first time since I left real estate, I had a project worth #investing my time and effort in.” @magnisenergytec Exec Director James Dack $MNS $MNS.ax #impactinvesting
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@CalderaHouse
Caldera House
2 years
Core from $CRR's Mavis Lake #Lithium Project in #Canada comprising almost entirely of spodumene laths. Visual estimates were as high as 60% in metre-scale intervals in Hole MF22-72 (hole 13) See the #ASX announcement:
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@CalderaHouse
Caldera House
2 months
Via @NextInvestors "We think the $MNB share price should materially re-rate from its current levels IF: ✅MNB secures this financing package, and ✅MNB shows early signs of being on schedule for the May 2025 mine completion and first production timeline. (in other words =
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@CalderaHouse
Caldera House
2 years
Some #ASX #uranium equities have taken flight today. $BMN #92E $PEN $OKR
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@CalderaHouse
Caldera House
2 years
Did you know #Russia is the 2nd biggest #gold mining nation in the world? G-7 Nations including the US, UK, #Japan & #Canada plan to announce a ban on new gold imports from Russia during summit. Prices of the #preciousmetal climbed today. $PDI $LRD $LNY
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@CalderaHouse
Caldera House
3 years
#Electric boats.. the next frontier. #batterymetals
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@CalderaHouse
Caldera House
2 years
#lithium production by country over time. Via @VisualCap
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@CalderaHouse
Caldera House
3 years
The world's largest money manager has made its first #investment in the #EV charging sector in the APAC region #investing in a company which plans to roll out 5000+ charging stations across Australia ⚡️⚡️
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@CalderaHouse
Caldera House
3 years
With Australia producing 24% of #nickel , miners stand to benefit from the addition of nickel to a #criticalminerals list designed to help the US fix supply gaps in #batteries and other #energy technologies. #miningnews #ausbiz #investing #batterytwitter
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@CalderaHouse
Caldera House
3 years
The world’s biggest #lithium producer is expanding as quickly as possible to meet demand for the #batterymetal .
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@CalderaHouse
Caldera House
2 months
#ASX -listed $USL up 24% this morning. #silver
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@CalderaHouse
Caldera House
4 years
Honourable portfolio mentions with big 1-year #batterymetals returns: $PLL --> +1575% $CXO --> +1071% $ARR --> 782% $AOU --> +626% $BSX --> +469% $SLZ --> +186% $LYC --> +468% $MNS --> +466% $ARN --> +159% $ADD --> +105% Via: @StockheadAU
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@CalderaHouse
Caldera House
2 years
#ASX #uranium equities on the move today. $TOE $AGE $EEL $EME $LOT #92E $PEN
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@CalderaHouse
Caldera House
4 years
A lack of direct #EV stocks in Singapore has driven analysts to look up and downstream for beneficiaries of wider #EV adoption #Nickel comes up trumps 🃏 $ADD $AOU $ARN $BSX
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@CalderaHouse
Caldera House
3 years
oOo👀oOoOoo that's a lotta #lithium 🔋 #batterymetals #miningstocks #ElectricVehicles #ASX $CXO $HWK $PLS
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@CalderaHouse
Caldera House
2 years
Spectacular scenery from $CRR Mavis Lake #Lithium Project where drilling has delivered plenty of visual spodumene and is ongoing. #ASX #miningstocks
@Biggze01
Alex Biggs
2 years
Great to be at Mavis Lake #lithium Project here in #Canada . Lots of pegmatites...the geos in their element. Be seeing the drilling crew tomorrow. Great day out 😁🇨🇦🔋🇦🇺💪 #criticalminerals #batterywars @Critical_CRR
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@CalderaHouse
Caldera House
4 years
“Money raised in this round would be used to start production at its New York #battery plant and for general working capital” $MNS #ASX
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@CalderaHouse
Caldera House
2 years
No comment needed but plenty of #batterymetals required. Via @cnn #ASX #GW1 $LRD #L1M $SVM $ADD $BPM $ESS $PLS
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@CalderaHouse
Caldera House
3 years
Critical metals and alloys are essential for making magnets, #electricvehicles , #batteries electronics, #semiconductors computer chips, communication, aerospace and defence. #lithium #REE #zinc #miningnews #investing #ausbiz
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@CalderaHouse
Caldera House
3 years
#Graphite stocks having a moment on the back of $SYR signing an offtake with $TSLA and growing supply concerns for the #battery material. #GW1 #EV1 $WKT $MNS #stockstowatch
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@CalderaHouse
Caldera House
3 years
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@CalderaHouse
Caldera House
3 years
@LithiumIonBull
Howard Klein
3 years
PREDICTION: in 2022 @GM @Ford etc will announce new strategic collaborations with 🇺🇸🇨🇦 #Lithium #nickel #graphite producers/juniors to develop a fully integrated #supplychain for sustainable #cathode & #anode materials. 2022 #FOMOLithium #battery #metals @mtbarra @jimfarley98
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@CalderaHouse
Caldera House
1 year
Coming to @NoosaMining Investor Conference this week? @CalderaHouse and @WhiteNoiseComms are shouting coffee, juices and snacks as you make your way up to the conference. When: Thursday + Friday Time: 7:30 - 9:30am Where: Locale Restaurant
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@CalderaHouse
Caldera House
3 years
What a time to be an #ASX resources investor. This lucky, mineral resource rich country has the opportunity to benefit economically from the #netzero target. #Australia #Mining #miningnews #lithium #cobalt #nickel
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@CalderaHouse
Caldera House
4 years
Leveraging off a world class #graphite asset, associated production IP and a strategy partnership with #US based Charge CCV, $MNS intends to manage an end-to-end supply chain to produce #battery cells. View their placement presentation post $34m raise:
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@CalderaHouse
Caldera House
4 years
$MNS raises $34m for New York State #lithium -ion #battery manufacturing plant. "Stronger #investor appetite for #cleanenergy technologies was evident through the overwhelming demand for this raise" #ASXnews #investing #stockstowatch #impactinvesting
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@CalderaHouse
Caldera House
2 years
#ASX -listed #lithium equities seeing strength after some recent volatility 🟢 #GW1 $RDT $AZL $SYA $PLL
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@CalderaHouse
Caldera House
3 years
$CXO has been selected for @ausgov ’s ~$50m funding help grow #ausbiz & create new jobs Part of the Modern Manufacturing Initiative is aims to scale up local processing of critical minerals; and add value to #battery & #cleantech sector $CXO.ax #lithium
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@CalderaHouse
Caldera House
2 months
$RIO chief executive Jakob Stausholm wants to expand the company’s #lithium and #copper divisions at a time when investors are increasingly supportive of deals and his big #mining rivals are consolidating.
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@CalderaHouse
Caldera House
2 years
Vietnamese Electric-Vehicle Maker VinFast to Build $2 Billion North Carolina Plant #lithium
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@CalderaHouse
Caldera House
4 years
#Copper prices have a message for the world: expect to make a lot of wind farms, wires, electric cars and other staples of the #greeneconomy . Article:
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@CalderaHouse
Caldera House
2 years
" #Uranium inventories are precariously low." - @iaeaorg “New mines in stable & uranium-favourable environments are going to be prioritised & that’s where Aus – in particular SA which has got the only producing uranium mine - has got a seat at the table."
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@CalderaHouse
Caldera House
1 year
“We intend to maintain our track record of a disciplined M&A approach that improves returns, preserves our financial flexibility with our investment grade credit rating.” #lithium #MandA $LTR $PLS $ALB $ESS $MIN $IGO #ASX
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@CalderaHouse
Caldera House
3 years
“Securing key raw materials and a responsible #battery #supplychain has become a critical element in gaining a greater control within the industry, as the demand for #electricvehicles worldwide heightened in recent years,” LG Chem on #colbalt & #nickel offtake agreement with $AUZ
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@CalderaHouse
Caldera House
3 months
Shares in $BPM Minerals are up +20% this morning on the back of an acquisition of a significant tenement package of 494km2 covering a new #REE province and encompassing over 100km of prospective strike.
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@CalderaHouse
Caldera House
1 year
Australia wins U.S. support for critical minerals industry
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@CalderaHouse
Caldera House
4 years
Total corporate funding for the #Battery Storage, Smart Grid, and #EnergyEfficiency sectors in 2020 was up by 112%, with $8.1B compared to $3.8B in 2019 according to a @Mercom 's 2020 report. View the executive summary here:
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