Dave Sammut

A clearer outline of what and how this clean energy (hydrogen) opportunity may eventuate.

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The new chief executive, who served as Freeport’s chief financial officer for almost two decades, said copper’s recent rally to an all-time high above $11,000 per tonne on fears about supply was just the start of a “new era”, adding that there will be a “very tight market for the foreseeable future”. Instead of M&A, Freeport is banking on expanding a new leaching technology, which is already generating about 90,000 tonnes annually of extra output, to boost output by up to about 360,000 tonnes within five years — equivalent to a large copper mine. A number of smaller miners, such as Canada’s Lundin Mining and First Quantum, could become targets for the bigger groups in merger activity. Christopher LaFemina, analyst at Jefferies, said that Freeport combining with another Canadian miner, Teck Resources, would make “strategic sense” if the company pursues more aggressive growth under Quirk. “We would not be surprised if Freeport eventually pivots more to a focus on growth, including via M&A, as value-accretive opportunities will probably emerge,” he said. Culpeo Minerals $CPO #drilling #discoveries #mines #copperstocks Max Tuesley Sergio Uribe Valdés Yerko Lopez Bugueño Ruben Angel Cahuana Ari Paul Schmiede William Henry Quispe Garcia Susan Kerr

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I think there is a fundamental problem here. In my opinion mining schools have done a terrible job in keeping up with the times in terms of presenting their degree courses to move with the times. All of them look at sustainable energy, technology, ESG etc but don’t do a good job in marketing how all of this is woven into the BEng Mining Engineering and other degree courses. Promoting this degree requires roadshows and talks and discussions in schools and colleges. Most people I talk to don’t even know about a mining engineering degree and the opportunities it opens up. Travel, working in hundreds of countries around the world, different challenges daily and the possibility to manage thousands of people in some of the toughest environments in the world. It won’t appeal to the youngsters who are looking for a cushy job, or want to work from home with all the comforts that go with it but you could not get a more diverse and exciting evolving career that requires decisions, accountability and the ability to work with amazing people from all cultures. So come on Mining Schools get more ambassadors, get on the road, put some money back into active and not passive marketing and let’s get the next generation of mining / processing engineers and geologists into lectures. It won’t happen by sitting back and hoping people will choose the course because of the perception of mining form the Victorian age.

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Focused and intensive progress towards providing a secure antimony source to the world.

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In Australia, a key mining region, the days when climate reporting was just a nice-to-have are gone. Now, it’s going to be a must. The Australian Securities & Investments Commission (ASIC) is pushing ahead with a mandatory climate reporting regime. Don't think about running from it. Spoiler: you can’t. Better start preparing. #ASIC #Sustainability #Mining #Australia https://lnkd.in/eJNaTAAJ

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Technology and innovation is always occurring: it is always trying to solve a problem, it is always trying to create what does not exist to exist, and so that is why there needs to be funding, investment and support in new innovative technologies and ideas to create the products and services that will solve the problems and advance us in our energy transition to renewables. #innovation #technology #climatetech #hydrogen #greenhydrogen #steelindustry #energytransition #renewables #sustainability

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The next phase of our extended drilling programme!

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Bravo and congratulations Team Wildcat Resources! These are stellar metallurgical test work results for Tabba Tabba, which continues to be derisked and shape up as a potential world class Tier 1 lithium project. Dare I say it, the best development project in the global market given its Tier 1 WA location, close proximity to Port Hedland, on a mining lease and with continued drilling presenting a thick, low cost ore body with grade at surface. In my respectful view the market continues to miss the significance of excellent mining widths (low dilution) from surface along with the resulting benefits of consistent feed to a mill. Looking forward to additional disclosures and catalysts including Resource in 2H CY24, commencement of PFS (works already underway), more drilling at Tabba Tabba and the potential for more exploration success over the stellar exploration package in the world class Pilbara lithium district. Great leverage to general lithium market sentiment and pricing which in my experience over a few cycles (since the acquisition of the Lithium and Tantalum business of Sons of Gwalia in 2007) will inevitably turn.

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New AHC submission! We recently responded to the Department of Industry, Science and Resources' consultation on Future Made in Australia: Unlocking Australia's Green Iron, Steel, Alumina and Aluminium Opportunity. We support the FMIA focus on both green metals and low carbon liquid fuels as demand side initiatives and see them as being matched with the Hydrogen Production Tax Incentive to simultaneously support demand and supply for priority industries. Hydrogen has a strong role to play in green metals, particularly in the production of iron and alumina. The FMIA investment into decarbonising and maintaining existing Australian metals processing facilities can contribute to the expansion and diversification of Australian exports and increase Australia’s sovereign manufacturing capability. Through this submission, we explore the policy mechanisms and strategies that could be considered in establishing a green metals industry in Australia, including incentives focused on end users, the utilisation of government procurement levers, and the development of a carbon border adjustment mechanism that covers hydrogen and its derivatives. Read our submission here: https://lnkd.in/gb2S9zJF #H2au

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🚨 Alma Metals: Porphyry Potential in a Changing Copper Landscape 🚨 As global copper grades continue to decline, Alma Metals is advancing its Briggs Copper Project, a porphyry deposit with the potential for large-scale, long-life production. The Stockhead article below highlights that while grade is important, it isn’t always king—especially with porphyry deposits like Briggs that offer significant tonnage and scalability. In a world where many copper mines are aging, facing lower yields and declining grades, projects like Briggs are becoming more valuable, aligning perfectly with the growing demand for copper driven by electrification and clean energy. Alma Metals is committed to leveraging this opportunity to contribute meaningfully to the global copper supply. 🔗 https://lnkd.in/g8gSteTz #AlmaMetals #PorphyryCopper #BriggsProject 

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The Smart Energy Council recognises the importance of critical minerals in the development of smart energy technologies, and is pleased to support the Albanese Government's critical minerals production tax incentive. This submission to Commonwealth Treasury underscores the Council's commitment to a #FutureMadeinAustralia, and ties into our ongoing initiatives in WA and with #GreenHydrogen and #vanadium. Read our full submission: https://lnkd.in/gM7ukeEQ Zero Carbon Hydrogen Australia #SmartEnergy #criticalminerals #renewables

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Last week, I had the opportunity to sit down with Matthew Gordon from Crux Investor to discuss the exciting progress of our Critical High-Purity Alumina (HPA) Project in Australia. We explored the project’s strategic importance, key advancements in development, and how we’re meeting the growing global demand for sustainable, high-quality alumina. Catch the full conversation below 👇👇👇 https://lnkd.in/g4JzcrMY #IPT #LakeHope #HighPurityAlumina

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The Simberi sulphide expansion operation announced will create economic growth which would benefit Papua New Guineans and increase revenue and profits for the company. Economic Growth: As the project expands, it may create more jobs both directly within the company and indirectly in related sectors (e.g., logistics, equipment supply, and services). This boosts the local economy and can lead to improved living standards for workers and communities around the project. Increased Revenues and Profits: With the ability to produce and sell more products, the expansion should lead to an increase in revenue for the company. This is a critical indicator of positive growth and financial health for the operation. Such move and deal is commended for it is in the best interest of the people of PNG and the core investors.

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American West Metals Ltd | Dave O'Neill | Stockhead TV 📺 Market Talk | Investor Relations and Media Collaborations is an investor event series that brought together seven ASX-listed resource developers and producers for an afternoon of presentations on 6 May at Sydney’s Hubert Theatre Royale. 🗞️ Read the editorial feature here: https://lnkd.in/g9Gzw4Nm -- Hosted by Perth-based ResolveIR and Investability IR and in partnership with Australia's leading news website, covering emerging stories Stockhead, the one-day investor event showcased carefully selected, high growth companies at various levels of development in the resources sector. This week’s #MarketTalk event showcased seven companies that prove there’s still immense value to be unlocked on the ASX. Watch the interview with American West Metals Ltd, Dave O'Neill and Stockhead TV 📺👇🏽 https://loom.ly/ZC5vPZs -- North America-focused American West Metals Ltd is primarily a #copper explorer though it also has some zinc assets as well. The company’s major project is the Storm copper play on Somerset Island in Nunavut, Canada, which has a resource of 17.5Mt at 1.2% copper and 3.4g/t silver and is currently being progressed through exploration and from there to development. hashtag#AW1 has now embarked on its largest exploration season yet with more rigs, more electromagnetics and geophysics mapped out to build the existing resource and look for new copper deposits in the Storm area an beyond. This is expected to deliver regular news flow from the exploration though O’Neill adds that the company is also doing a lot of environmental work, which will help with permitting for the project. Already, the ongoing moving loop electromagnetic survey being carried out as part of this season has already identified a growing collection of conductive anomalies, some of which are adjacent to known copper deposits and mineralisation. “We are also doing a lot of study work, mine study, metallurgical study, that’s very advanced and going very well and also doing a lot of planning for next year as well,” he told Stockhead. The company is also planning to get a sea lift to site this year that will get fuel and heavy equipment to site, which is expected to save considerable amounts on next year’s costs. Evy Litopoulos Dannika Warburton Nara Kassam #investing #resources #asx #exploration #stockstowatch #watchlist #stocks #AW1

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🚀 Australasian Metals (ASX: A8G) Investor Update: Key Highlights 🌍 Focusing on transformational exploration with a clear vision to become the leading Australian supplier of high-purity quartz (HPQ) for the green economy. 🏞️ Dingo Hole Project in NT shows significant potential for high purity quartz, crucial for semiconductors, solar energy, and electronics. 📊 Global demand for HPQ is booming, with projections up to US$1.95bn by 2034. 🎯 Strategic partnerships with CSIRO and UWA, aiming to produce 5N5 grade silica. 💼 Tight capital structure with strong insider ownership. Why Invest? High-growth potential, low-risk Australian projects, and a strong foundation in gold & bauxite. 🔗 Read the Announcement Here: https://lnkd.in/gFFsDGu4 #Mining #ASX #HighPurityQuartz #HPQ #GreenEconomy #SolarEnergy #Semiconductors #Gold #Australia #Exploration #DingoHole #Investing #TechMaterials #BatteryTech #RenewableEnergy #ElectricVehicles #Sustainability #Innovation #CleanEnergy #AustraliaMining #Quartz Qingtao Zeng Australasian Metals Limited (ASX:A8G)

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Pegasus Resources Significantly Expands Land Package by Securing Exclusive Rights to Jupiter Uranium Project "The acquisition of the Jupiter Project, along with our Energy Sands Project, presents an exceptional opportunity for Pegasus and our investors." stated CEO Chris Timmins, "Energy Sands holds the potential for a discovery, supported by recent ground program findings and historical drilling data indicating a mineralized paleochannel. Meanwhile, Jupiter provides an advanced property with historical drilling, which will be instrumental in developing a future resource estimate. Together, these Projects offer a unique chance for investors to participate in both the development of a new resource and the excitement of a potential discovery." #uranium #nuclear #SMRs #mining #Utah #PegasusResources #energy https://lnkd.in/gDQtAQms

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⚠ Long read ahead: Exciting developments in green metals with the #FutureMadeinAustralia consultation paper released 🤩 The release marks a transformative moment for Australia's green metals sector, and a very important invitation to industry, workers, and investors to help accelerate Australia's largest export opportunity. Key summaries below: 𝐆𝐫𝐞𝐞𝐧 𝐈𝐫𝐨𝐧: 𝐀 $100 𝐁𝐢𝐥𝐥𝐢𝐨𝐧 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 The Future Made in Australia (FMIA) paper highlights the potential of green iron alone, presenting a $100b annual value-added export opportunity through embodied decarbonisation (instead of the usual dig-and-ship model we run through). While technology readiness and international price signals are still developing, the prospects are immense. The success of Sweden’s H2 Green Steel, backed by $5 billion in equity and debt, sets an inspiring precedent. 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚’𝐬 𝐆𝐥𝐨𝐛𝐚𝐥 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧 & 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐓𝐡𝐫𝐞𝐚𝐭𝐬 Australia leads the world in iron ore and coking coal exports, holding over 50% of the global market share in both. However, the path to green iron and aluminium manufacturing won't be easy. By not taking action, we risk structural decline to the industry and to our economy. Australia has considerable opportunities to position ourselves as the trading partner of choice for green electrons, green hydrogen, and green metals. Strengthening partnerships with key Asian trade partners such as Japan, South Korea, India, and China is essential to maintain and build our nation's leadership in these critical sectors. 𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Treasurer Jim Chalmers has committed $22 billion in budget support, including $14 billion in production tax credits, building on last year’s $40-45 billion capital support initiatives. This includes the $15 billion National Reconstruction Fund Corporation, $4 billion Critical Minerals Facility (Export Finance Australia), and $20 billion Rewiring the Nation (managed by Clean Energy Finance Corporation), alongside increased funding for the Australian Renewable Energy Agency (ARENA). 𝐂𝐨𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐏𝐨𝐥𝐢𝐜𝐢𝐞𝐬 & 𝐅𝐮𝐭𝐮𝐫𝐞 𝐆𝐨𝐚𝐥𝐬 Supporting measures like the Safeguard Mechanism, the 32GW Capacity Investment Scheme, the target of 82% renewable energy by 2030, and the Vehicle Emissions Standards are pivotal. Looking forward, the Australian Government must set an ambitious and achievable 2035 emissions reduction target. The "75by35" target, long advocated by Zali Steggall OAM MP, is a goal worth pursuing. Zero Carbon Hydrogen Australia Green Hydrogen Organisation - GH2 Climate Capital Forum Climate Energy Finance Australia China Business Council Australia India Business Council BIOCARBON_AU Materials & Embodied Carbon Leaders’ Alliance Australian Steel Institute (ASI) Ed Husic MP Chris Bowen MP #SmartEnergy #greenmetals #greenhydrogen

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Iron ore miners Fortescue and Roy Hill have joined with steelmaker LIBERTY Steel Group and university partners in new projects from the Heavy Industry Low Carbon Transition CRC (HILT CRC) which are funded by the Australian Renewable Energy Agency (ARENA). The projects in ARENA’s recent Iron and Steel R&D Round will develop technology to upgrade iron ore quality for direct reduced ironmaking (DRI) via leaching, using reagents from seawater reverse osmosis brines, and de-risking the use of hydrogen with lower-grade Pilbara iron ores in fluidised bed direct reduced ironmaking. Iron and steelmaking is one of the most carbon intensive and difficult to abate sectors, with the projects aiming to reduce emissions from Australia’s iron and steel supply chain. #manufacturing #australianmanufacturing #decarbonisation #steelmaking #greensteel #steel #ironore

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