Company Interviews

Cobalt Blue Holdings Limited is an Australia-based exploration and project development company. The Company is focused on advancing and developing cobalt mining and refining operations in Australia. It is focused on the Broken Hill Cobalt Project in New South Wales. The Broken Hill Cobalt Project is located approximately 25 kilometers (km) southwest of Broken Hill, in far western New South Wales. The Project covers an area of approximately 37 square kilometers within a broader tenement holding of approximately 220 square kilometers. The Broken Hill Cobalt Project has seven tenement holdings, which include exploration license 6622 (EL 6622), exploration license 8143 (EL8143), mining lease 86 (ML 86) mining lease 87 (ML 87), exploration license 8891 (EL8891), exploration license 9139 (EL 9139) and exploration license 9254 (EL 9254). It supplies cobalt, a battery-ready product, for use in utility-scale renewable energy storage, for home energy storage systems, and electric vehicles.

Electra is building North America’s only fully integrated, localized and environmentally sustainable battery materials park. Leveraging the Company’s own mining assets and business partners, the Electra Battery Materials Park will host cobalt and nickel sulfate production plants, a large-scale lithium-ion battery recycling facility, and battery precursor materials production, which will serve both North American and global customers.

Electra also owns the advanced exploration-stage Iron Creek cobalt-copper project in Idaho, USA. Electra Battery Materials is an integral part of the North American battery supply chain, providing low-carbon, sustainable and traceable raw materials for the region’s fast growing electric vehicle industry.

Giyani is a battery metal development company focused on becoming one of Africa's first low-carbon producers of high-purity manganese sulphate monohydrate (HPMSM), a precursor material used by lithium-ion battery manufacturers for the expanding electric vehicle (EV) market. The Company is currently developing a portfolio of high quality manganese oxide assets within the Kanye Basin, located in south-eastern Botswana, Africa including its flagship K.Hill project, which is scheduled to become the next large scale producer of HPMSM, a market expected to grow fourteen times (14x) by 2030.

Lotus Resources (ASX: LOT, OTCQB: LTSRF) owns an 85% interest in the Kayelekera Uranium Project in Malawi. The Project hosts a current resource of 37.5M lbs U3O8, and historically produced ~11MIb of uranium between 2009 and 2014. The Company completed a positive Restart Study in late 2020 which demonstrated that Kayelekera can support a viable long-term operation and has the potential to be one of the first uranium projects to recommence production in the future. The Company is currently working through a Feasibility Study that will be completed in mid 2022.

Azure Minerals Limited is an Australia-based mineral exploration company. The Company is focused on exploration and development of its portfolio of precious and base metal projects in Mexico. Its projects include the Andover Nickel-Copper Project, Turner River Gold Project, Coongan Gold Project, Barton Gold Project and Meentheena Gold Project. The Andover Nickel-Copper Project is located approximately 35 kilometers southeast of Karratha and immediately south of the town of Roebourne. The Turner River Gold Project consists of two exploration license applications covering approximately 450 square kilometers located south of Port Hedland. The Coongan Gold Project is located in the eastern Pilbara, approximately eight kilometers to the west of Nullagine, and covers an area of 141 square kilometers. The Meentheena Gold Project is located in the eastern Pilbara, approximately 80 kilometers east of Marble Bar, and covers an area of 223 square kilometers.

Altius Minerals Corporation is a mineral royalty, renewable energy royalty and mineral project generation company. It holds royalty interests in approximately 12 operating mines that produce copper, zinc, nickel, cobalt, potash, iron ore and thermal (electrical) coal. The Company operates through three segments: Mineral Royalties, Project Generation and Renewable Royalties. Its Mineral Royalties segment consists of the acquisition and management of producing and development stage royalty and streaming interests. Its Project Generation segment consists of acquisition and early-stage exploration of mineral resource properties with a goal of vending the properties to third parties in exchange for early-stage royalties and minority equity or project interests. Its Renewable Royalties segments consists of majority interest holding in publicly traded ARR, which is focused on the acquisition and management of renewable energy investments and royalties.

Cabral Gold Inc. is a mineral exploration and development company. The Company is engaged in the identification, exploration and development of mineral properties, with a primary focus on gold properties located in Brazil. Its projects include Cuiu Cuiu gold project and Bom Jardim project. The Company’s Cuiu Cuiu gold project is located in the Tapajos Region within the state of Para in northern Brazil. Its Bom Jardim project is located approximately 25-kilometer northwest of the Cuiu Cuiu property and 45 kilometers north west of Eldorado’s Tocantinzinho deposit. The Bom Jardim project exploration licenses comprise approximately 13,000 hectares covering the headwaters and source areas of the Bom Jardim district. Its subsidiaries include Cabral Gold Ltd. and Magellan Minerais Prospeccao Geologica Ltda.

Conico Limited is an Australia-based mineral exploration company. The Company's projects include Ryberg, Mestersvig, Sortekap and Mount Thirsty. The Ryberg Project located within the North Atlantic Igneous Province is a multi-element project spanning an area of approximately 4,521 square kilometers (km2) on the east coast of Greenland and 350 kilometers (km) north-west of Iceland. Ryberg is an under-explored mineral province with a significant amount of magmatism that has intruded the sulphur-rich sediments of the Kangerlussuaq Basin. Mestersvig Project is located on the east coast of Greenland, approximately 620 km North West of Iceland. The license covers an area of 1,447 km2. The Sortekap Project is located on the east coast of Greenland, within the Ryberg Project license package. Mineralization in this area is classified at orogenic style in quartz vein hosted. The Mount Thirsty Project is located 16 km northwest of Norseman in Western Australia is a 50/50 joint venture project.

Neometals Limited is an Australia-based company that is primarily focused on advanced minerals projects and developing its technology business unit. The Company’s segments include Lithium, Titanium and Vanadium, and Others. The Company develops a process for the recovery of constituents from cell production scrap and end-of-life lithium-ion batteries (LIBs). The Company’s Vanadium Recovery Project recovers vanadium and produces vanadium chemicals from processing by-products. Its Barrambie Titanium and Vanadium Project has hard-rock titanium-vanadium deposits. The Mt Edwards Project is located approximately 80 kilometers south of Kalgoorlie and over 40 kilometers southwest of Kambalda in Western Australia. The tenements cover an area of approximately 240 square kilometers across the Widgiemooltha Dome nickel sulphide belt and host over 162,560 tons of contained nickel estimated across 11 nickel sulphide Mineral Resources.

As concerns abate over Chilean politics interfering with foreign direct investment and copper and gold miners ability to mine economically, the smart money is turning to investment projects with strong fundamentals. Strong investing advice on what to look for.

We talk to two companies with projects in Chile who give us updates on the market's mood and what if any impact there has been on the ground. Honest reporting.

Chile has been the centre of copper production for over a century and the demand drivers continue to look to Chile for future supply. Will they be able to deliver? These two CEOS say yes and lay out the reasons why. Gold has also been a major contributor to the country's GDP.

And what role does ESG and carbon credits play in Chile?