AVQ 0.00% 2.5¢ axiom mining limited

If serious about this stock - Axiom is only a small company ,...

  1. 867 Posts.
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    If serious about this stock -
    Axiom is only a small company , however it still can be and will be of significance as gets into production.

    —Important- will be -
    *well -managed nickel laterite ore production .
    (Sympathetic more to local environment and communities .)

    * Definitely is equitable. For all .
    (Will not be a large environmental burden , compared to larger operations to be much improved , as well as certainly viable and increasingly more so into the future. )

    *Smaller - is increasingly to be the preferred startup for nickel operations - predominantly wrt laterites .

    *There is every place for what is proposed - a sensitive to virgin environments, startup DSO - direct shipped ore ,
    - highly beneficial for local providers and end - users.

    * Lower grade ores even, are going to be very important . Cobalt credit - highly needed .

    * Emerging processing technologies , development occurring , ongoing .

    Nickel laterite , limonite, with Cobalt- to be very important , ongoing into the future for Nickel supply chain .
    **Mostly into Japan , China & Korea ( Asia is 73% of world demand for nickel - end conversion and usage of nickel )

    ** Battery demand - pure sulphides , nickel sulphides not as critical as believed generally .
    Can be generated from all sources of Nickel - made. Depends on costs / demand requirements

    **but - Battery demand for nickel overall - forecast to increase at 30% year on year .

    *Battery usage of Nickel is currently only 3% of world usage .


    ****Stainless steel , steel alloying , galvanising —accounts for 79% of world use and demand for nickel - increasing at average of 5-5.5% per year - way into the foreseeable future .
    NB-
    Stainless steel , galvinising demand for nickel - demand for suitable laterite nickel ores - has increased by 8% in first quarter of 2018 .
    (laterites , including ferrous iron nickel ‘pig iron’ also . Adaptable . Multi - uses )

    —Stainless steel nickel cannot be recycled .

    * Recycled metal - for nickel is an important supply and so it should be . Will continue to be .

    **EVs will not only require more copper ,but separate to battery use of minerals and metals - electric vehicles are to be much more Nickel dense , require a lot more nickel .
    *Mainly due to the type of steel used - see above - Nickel dense .

    ** Also - Nickel - laterite - is more important overall , moving forward for sources globally for nickel , totally .
    - largely from Indonesia . The world’s largest reserves of Nickel laterites . Most goes straight into China . Hand & glove relationships. (mining - processing - straight to end- user Chinese partners )
    -Indonesian processing is also becoming more significant . ( acids , facilities - not environmentally friendly especially in China previously . Historically - terrible. Huge improvements in technology , processing methods evolving . )

    And -
    Importantly for as proposed by Axiom , with the SI nickel future endeavours , mining production-
    * PNG - provides an excellent example , as well as new oncoming Indonesian laterite mining , and of course can be the Solomons Islands also - can help bring in the much needed supply —
    I hope they get on with ensuring that this happens .
    ( if to be SI to supply a niche of nickel supply - there is every opportunity for this to occur . Planned . ie. Axiom , SI Isabel )

    * There are planned to be more emerging , smaller highly economical nickel processing operations , again -laterites . To be increasingly important .

    * potential for highly cost effective smaller nickel facilities . (Aka could cost at most $200 million - not referring for this to occur on Isabel !! Not currently relevant for Axiom -or Isabel . )

    But to be more a norm :
    **Smaller, well- managed and focused laterite processing facilities .

    Ideal for focused boutique supply of shipped ore into what will be newer , well managed smaller ore processing facilities .
    Eg. For comparison of similar ore varieties that this can relate for — Indonesia , Solomon Islands ore / aka like Philippines style .
    ——Highly sought - Japan , China .
    (New Caledonia had exclusively supplied North America - largely mined out . Mining began - of nickel laterite ores in New Caledonia in ~ 1887. )

    Especially:
    ** Laterite ore , with cobalt as credits - is and WILL BE - HIGHLY IMPORTANT.

    This has taken way more time that it deserved ! FYI all -
    Recommended further information- highly useful , informative ~ Recent presentation -
    London , LME - Nickel commodity Facts & Outlook : (2018)


    Very good - 30 minute presentation !
 
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