V-Con: Nickel – demand outlook, supply constraints and the sector’s rising stars
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V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.
This latest video conference focuses on the red-hot nickel market.
Nickel investor sentiment is flying – lifted by a perfect storm of healthy prices, that shoutout from Elon Musk, a terrific outlook, and an extraordinary number of recent high profile discoveries.
With all the money going into the ground right now, there’s surely more to come.
In our latest V-Con we hear from industry experts, independent analysts and a handful of listed juniors making waves in the sector, each giving an overview of their activities, discoveries and future plans.
Session 1 – Expert Interview
Corporate analyst and host Peter Strachan chats with nickel industry expert, independent analyst and founder of Terra Studio, Jean-François Bertincourt.
In 2014, Jean-François founded Terra Studio, a consulting firm to assist junior and mid-cap companies get better market recognition through research and comparative analysis.
Session 2 – Company Presentations – Part 1
Legend Mining Ltd (ASX:LEG)
Mark Wilson, Managing Director
Legend Mining is focused on the development of its nickel-copper Rockford Project in the Fraser Range, Western Australia, with its Joint Venture partners and major shareholders Creasy Group and Independence Group NL.
Blackstone Minerals Ltd (ASX:BSX)
Scott Williamson, Managing Director
Blackstone is actively exploring the Ta Khoa Nickel Project in Vietnam. The project includes the Ban Phuc mine which operated as a mechanised underground mine from 2013-16 and has infrastructure built to Australian standards, including a 450ktpa processing plant.
Azure Minerals Ltd (ASX:AZS)
Tony Rovira, Managing Director
Azure is exploring its advanced-stage Andover Nickel Project, located in the Pilbara, where it is drilling a body of high-grade nickel and copper sulphide mineralisation.
Session 3 – Company Presentations – Part 2
Corazon Mining Ltd (ASX:CZN)
Brett Smith, Managing Director
CZN owns an historic Canadian nickel-sulphide mining centre, with large JORC resources and multiple exploration targets; as well as a new and exciting copper-gold play in NSW.
Metal Hawk Ltd (ASX:MHK)
Will Belbin, Managing Director
Metal Hawk Limited is a West Australian mineral exploration company focused on early stage discovery of gold and nickel sulphides.
Pure Minerals Ltd (ASX:PM1)
Dr Stephen Grocott, CEO
Pure Minerals is developing the Townsville Energy Chemicals Hub to produce up to 12,000 tpa of nickel and 1,000 tpa cobalt to feed the lithium-ion battery market.
Caravel Minerals Ltd (ASX:CVV)
Lachlan Reynolds, General Manager Exploration
Caravel is a copper exploration and development company focused on a new porphyry copper district discovered in a previously unexplored part of Western Australia’s Central Wheatbelt.
