Podcasts about tronox

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Best podcasts about tronox

Latest podcast episodes about tronox

Wealth, Actually
“SAFEGUARDING & OPTIMIZING SUPPLY CHAINS IN A CHAOTIC WORLD” with LALIT PANDA

Wealth, Actually

Play Episode Listen Later Jan 25, 2024 30:48


EP-148 LALIT PANDA, Supply Chain and Digital Transformation Expert, on the Complexity of Global Supply Chains and the Steps to Protect and Improve Company Operations Defining the term "supply chain" and understanding what a company should control and what to outsource has never been more important to a business. Strategists at the executive and board level face: Major global flare ups that threaten inputs Huge pools of data to analyze, and Increased complexity of logistics as customer preferences develop (almost to the point of irrationality). LALIT PANDA has spent his career safeguarding, managing, de-risking and optimizing supply chains. He has worked with major companies like Sony and Altria on these problems and joins us today to discuss the challenges and opportunities of in today's supply chain framework. Lalit Panda is an Operations and Technology executive with leadership experience across 7 different industries at companies of all sizes that were Public, PE and VC backed. As a Chief Operations Officer or a Chief Information/Digital Officer in global companies he has led digital and operational transformations at scale. Companies where he had roles range from large public companies like Sony and Altria to mid-size firms like Harman, Denon, Tronox etc. and has also been in late stage startups, ranging from consumer products to industrial chemicals and medical devices. He is a blogger and thought leader on supply chain and digital transformation topics which are increasingly becoming important in a world of rapidly changing technology and geopolitical risks. He holds degrees from Massachusetts Institute of Technology, Indian Institute of Management, Ahmedabad and the National Institute of Technology. He co-chairs the programs committee of the Private Directors Association NY/NJ and also of the Technology and Industrial SIGs of The Executive Forum. He lives in Princeton, NJ. Intro Background Supply Chain Definition Development Planning, Sourcing, Delivery Execution Making of the Product Delivery of the Product Traditional Notions and Recent Shocks Impact of recent geopolitical Impact of transportation advances Impact of recent information technology / logistics management (last mile) Impact of Covid / Work From Home What do companies traditionally get wrong? Strategic Perspective (and Oversight) Lack of Board Representation Looking into your crystal ball How do listeners find you? LALIT PANDA LINKEDIN LALIT PANDA TWITTER - @latitpanda PRIVATE DIRECTOR ASSOCIATION https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

Fim do Dia
A presença desastrosa da Tronox e a busca das metralhadoras do Exército - #635

Fim do Dia

Play Episode Listen Later Oct 19, 2023 7:12


O Aos Fatos desta quinta-feira (19) repercute a matéria de capa do Jornal Metropole. A repórter Mariana Bamberg, que escreveu a matéria, participa do episódio comentando a presença desastrosa da empresa Tronox na Bahia. E ainda: O Exército conseguiu identificar três militares supostamente envolvidos no furto de 21 metralhadoras pertencentes ao acervo do Arsenal de Guerra de São Paulo. Parte das metralhadoras furtadas foram oferecidas ao Comando Vermelho, maior facção criminosa do Rio de Janeiro. Ouça essas e mais outras notícias desta quinta-feira, dia 19 de outubro de 2023. Acesse: metrol.com.br e youtube.com/portalmetrol.

MiningWeekly.com Audio Articles
Capital cost of South Africa's titanium beneficiation project expected to peak at R14bn

MiningWeekly.com Audio Articles

Play Episode Listen Later Jun 28, 2023 20:04


South Africa's ilmenite will receive a major value addition when it is produced in South Africa, as is planned. This because heavy minerals sand production sells at around $300/t on export markets. Planned now is to add value to some of that ilmenite by elevating it into titanium dioxide pigment at the Richard Bay Industrial Development Zone in KwaZulu-Natal, to enable the locally mined mineral to fetch ten times more on export markets. The first thing the R14-billion Nyanza Light Metals project is trying to achieve is to move Africa's abundant raw materials up the value curve, Nyanza CEO Donovan Chimhandamba emphasised to Engineering News & Mining Weekly in a Zoom interview. (Also watch attached Creamer Media video.) Nyanza is putting together a project for 80 000 t/y of titanium dioxide pigment, which is probably around half of Africa's capacity and just over 1% in terms of the global market. The project highlights the huge opportunity as Africa and South Africa to move up the value curve and start establishing advanced material production companies that make competitive use of locally mined materials. Nyanza will be sourcing its ilmenite from within South Africa and the region and manufacturing costs could be lowered if a way could be found to blend in the 45-million tons of stockpiled ilmenite-containing slag at Evraz, the former Highveld Steel and Vanadium, in eMalahleni, Mpumalanga, with higher content ilmenite or synthetic rutile from Richards Bay Minerals. Self-generation of 12 MW of solar power supported by battery storage is planned, augmented by cogenerated electricity from the titanium dioxide pigment plant itself once it is in operation. Already commissioned is a R200-milion product testing and development centre, which is able to provide 700 t/y of titanium dioxide pigment sample to offtake partners. Offtake agreements for more than 60% of the 80 000 t/y capacity have already been signed. While the main plant is being built, the testing and development will be used to train the 850 employees that will be brought in early for upskilling. Africa Finance Corporation of Nigeria and African Export-Import Bank of Egypt are co-funders of the project's feasibility phase, and a third multilateral international finance institution is going through concluding the agreements. Senior debt is already oversubscribed, equity players have expressed interest, financial close is likely by year-end of this year to end and construction is expected to begin next year. Currently, Arkein Industrial Holdings is the founding shareholder with 70% of Nyanza and DBF Capital has 30%. At financial close, arrangements with multilateral banks for the conversion of investments into equity or debt, with the project run by a project development steering committee. Engineering News & Mining Weekly: What are benefits to the South African economy of the local manufacture in Richards Bay of titanium dioxide pigment by Nyanza? Chimhandamba: In general, Africa has not taken advantage of its abundance of raw materials. It's not only in titanium, but you will find across many minerals we're generally a miner and maybe some concentration of certain minerals, but with very little value addition. In the titanium space, for example, South Africa, and Africa at large, has an abundance of heavy mineral sands. In heavy mineral sands are companies such as Tronox, Rio Tinto, Base Resources, Masirah Rutile. Some mine heavy mineral sands and then export either ilmenite, zircon, monazite, without any value addition. We use ilmenite, which Africa currently exports ilmenite at prices as low as $300/t. It goes to Europe, Asia or America, where it's put through a chemical process by the likes of DuPont spin-off Chemours, which produces titanium dioxide pigment, and we, as Africa, import that at prices of $3 000/t, as an example. When you look at that, I think the first thing we're trying to address as Nyanza is that it's time more African companies moved our abundant r...

Fim do Dia
Fraude nas Americanas e Metro1 de olho na Tronox e Moura Debeux - Aos Fatos #547

Fim do Dia

Play Episode Listen Later Jun 14, 2023 9:56


O Aos Fatos desta quarta (14) repercute a fraude de R$ 20 bi da loja Americanas. A varejista admitiu pela primeira vez nesta terça-feira (13) que houve uma fraude nos resultados da companhia. Em janeiro, a loja de departamentos registrou uma incoerência financeira no relatório, que iniciou uma crise na empresa. Esse é um dos maiores rombos históricos entre as companhias brasileiras. E ainda: Justiça suspende obra da Moura Dubeux em João Pessoa e proíbe prefeitura de emitir licença. Ouça essas e mais outras notícias desta quarta-feira, 14 de junho de 2023. Acesse: metro1.com.br e youtube.com/portalmetro1.

Engineering News Online Audio Articles
Decarbonisation underpins RBM's move to buy solar electricity from 148 MW project

Engineering News Online Audio Articles

Play Episode Listen Later Oct 6, 2022 5:19


Leading South African mineral sands producer Richards Bay Minerals (RBM) has entered into a 20-year power purchase agreement (PPA) with independent power producer Voltalia for the supply of wheeled renewable energy from a 148 MW solar photovoltaic (PV) facility in Limpopo to its smelting and processing facilities in KwaZulu-Natal. Voltalia and its black economic empowerment partners, the identities of whom have not yet been disclosed, will begin construction of the Bolobedu solar project in 2023 at a site that is about 120 km east of Polokwane. The project value has also not yet been disclosed, but Voltalia CEO Sébastien Clerc reports that South African banks have shown a strong appetite for funding the project. “These banks of course will provide funding in South African rand, which is essential since the cash flows of the power plants are in the same currency with very long-term debt.” Once completed in 2024, the facility will be able to deliver 300 GWh yearly into the national grid and supply electricity to RBM through a 130 MW wheeling agreement in line with recent reforms to South Africa's Electricity Regulation Act. MARKET REFORMS The reform allows embedded generation plants, including those wheeling electricity over Eskom and municipal networks, to proceed without a licence and to, instead, register such plants with the regulator. In 2021, the licence-exemption threshold was raised from 1 MW to 100 MW, but President Cyril Ramaphosa announced the full lifting of that limitation on July 25 when unveiling a range of interventions aimed at tackling intensifying load-shedding. Several mining companies have either announced or are pursuing similar opportunities, with the Minerals Council South Africa having reported that 29 of its members have 89 projects with a combined capacity of 6 500 MW and an investment value of more than R100-billion at various stages of development. Earlier this year, another mineral sands producer, Tronox, announced that it had entered into a PPA with the SOLA Group, which would build 200 MW of solar PV capacity in the North West for wheeling to its mines and smelters in South Africa. RBM, which is owned by Rio Tinto (74%) and a consortium of empowerment and community investors known as Blue Horizon (24%), reports that the solar electricity to be supplied will cut its yearly scope 1 and 2 greenhouse-gas emissions by at least 10%, or 237 000 t/y. “This agreement is a first step towards reducing RBM's carbon emissions through the use of renewable solar power, so that we contribute to a net-zero future,” RBM MD Werner Duvenhage says. ELECTRICITY CURTAILMENT He reports that it will also improve security of supply in a context where Eskom, which has ramped up load-shedding this year on the back of major breakdowns across its coal fleet, was currently curtailing RBM's consumption to 215 MW. At full capacity and when RBM runs all four of its furnaces, the company has an overall power demand equivalent to about 400 MW. It is currently operating only three furnaces, with the fourth closed during disruptions associated with the July riots in KwaZulu-Natal in 2021, and is managing within the 215-MW restrictions by operating these at a lower power rating. Rio Tinto also suspended the proposed $463-million Zulti South expansion at RBM, owing to security concerns including the murder of GM Nico Swart, who was shot on his way to work in 2021. Duvenhage reports that the tariffs secured from the Bolobedu plant will be lower than Eskom tariffs, even after Eskom's wheeling costs are included. RBM is, thus, considering further renewables opportunities both to meet the decarbonisation commitments of its parent Rio Tinto, which aims to cut its emissions by 50% by 2030, as well as to lower the cost of its power bill. Voltalia's Clerc said the company was pleased to support RBM in its decarbonisation journey and noted that the Bolobedu plant would be Voltalia's biggest and its first in South Africa, where it has a signif...

Engineering News Online Audio Articles
Decarbonisation underpins RBM's move to buy solar electricity from 148 MW project

Engineering News Online Audio Articles

Play Episode Listen Later Oct 6, 2022 5:19


Leading South African mineral sands producer Richards Bay Minerals (RBM) has entered into a 20-year power purchase agreement (PPA) with independent power producer Voltalia for the supply of wheeled renewable energy from a 148 MW solar photovoltaic (PV) facility in Limpopo to its smelting and processing facilities in KwaZulu-Natal. Voltalia and its black economic empowerment partners, the identities of whom have not yet been disclosed, will begin construction of the Bolobedu solar project in 2023 at a site that is about 120 km east of Polokwane. The project value has also not yet been disclosed, but Voltalia CEO Sébastien Clerc reports that South African banks have shown a strong appetite for funding the project. “These banks of course will provide funding in South African rand, which is essential since the cash flows of the power plants are in the same currency with very long-term debt.” Once completed in 2024, the facility will be able to deliver 300 GWh yearly into the national grid and supply electricity to RBM through a 130 MW wheeling agreement in line with recent reforms to South Africa's Electricity Regulation Act. MARKET REFORMS The reform allows embedded generation plants, including those wheeling electricity over Eskom and municipal networks, to proceed without a licence and to, instead, register such plants with the regulator. In 2021, the licence-exemption threshold was raised from 1 MW to 100 MW, but President Cyril Ramaphosa announced the full lifting of that limitation on July 25 when unveiling a range of interventions aimed at tackling intensifying load-shedding. Several mining companies have either announced or are pursuing similar opportunities, with the Minerals Council South Africa having reported that 29 of its members have 89 projects with a combined capacity of 6 500 MW and an investment value of more than R100-billion at various stages of development. Earlier this year, another mineral sands producer, Tronox, announced that it had entered into a PPA with the SOLA Group, which would build 200 MW of solar PV capacity in the North West for wheeling to its mines and smelters in South Africa. RBM, which is owned by Rio Tinto (74%) and a consortium of empowerment and community investors known as Blue Horizon (24%), reports that the solar electricity to be supplied will cut its yearly scope 1 and 2 greenhouse-gas emissions by at least 10%, or 237 000 t/y. “This agreement is a first step towards reducing RBM's carbon emissions through the use of renewable solar power, so that we contribute to a net-zero future,” RBM MD Werner Duvenhage says. ELECTRICITY CURTAILMENT He reports that it will also improve security of supply in a context where Eskom, which has ramped up load-shedding this year on the back of major breakdowns across its coal fleet, was currently curtailing RBM's consumption to 215 MW. At full capacity and when RBM runs all four of its furnaces, the company has an overall power demand equivalent to about 400 MW. It is currently operating only three furnaces, with the fourth closed during disruptions associated with the July riots in KwaZulu-Natal in 2021, and is managing within the 215-MW restrictions by operating these at a lower power rating. Rio Tinto also suspended the proposed $463-million Zulti South expansion at RBM, owing to security concerns including the murder of GM Nico Swart, who was shot on his way to work in 2021. Duvenhage reports that the tariffs secured from the Bolobedu plant will be lower than Eskom tariffs, even after Eskom's wheeling costs are included. RBM is, thus, considering further renewables opportunities both to meet the decarbonisation commitments of its parent Rio Tinto, which aims to cut its emissions by 50% by 2030, as well as to lower the cost of its power bill. Voltalia's Clerc said the company was pleased to support RBM in its decarbonisation journey and noted that the Bolobedu plant would be Voltalia's biggest and its first in South Africa, where it has a signif...

Investir com SIM
Já olhou a Tronox Pigmentos (CRPG5)? - Live 173 (25/07/22) - Visão do Estrategista

Investir com SIM

Play Episode Listen Later Jul 27, 2022 2:25


Atenção (disclaimer): Os dados aqui apresentados representam minha opinião pessoal. Não são de forma alguma indicações de compra ou venda de ativos no mercado financeiro. Seleção das partes mais interessantes das Lives de segunda. Live 173 - Visão do Estrategista https://youtu.be/AE5oM2NdVf8

Update@Noon
South Africa's biggest electricity users go green and clean in a multi-faceted, all-inclusive manner.

Update@Noon

Play Episode Listen Later Mar 25, 2022 6:38


South Africa's biggest electricity users are going green and clean in a multi-faceted, all-inclusive manner. National Assembly Speaker Nosiviwe Mapisa-Nqakula urge the Parliaments of the World to act swiftly to reduce climate change, the planet's biggest threat. The big Anglo American mining company is securing its own clean, green electricity - as is South Africa's major mineral sands mining company, Tronox. Sakina Kamwendo presents another Update From The Coal-Face with Martin Creamer, publishing editor of Engineering News and Mining Weekly.  

MiningWeekly.com Audio Articles
New development phase at Tronox's Fairbreeze mine to move ahead this year

MiningWeekly.com Audio Articles

Play Episode Listen Later Mar 17, 2022 3:00


Titanium dioxide miner Tronox KZN Sands' Fairbreeze mine, near Richards Bay, in Kwazulu-Natal, is planning to start a new development phase to extend the mine's life. Speaking to Mining Weekly on March 17, Tronox KZN Sands Fairbreeze mine site director Shalen Poorun said work on the new development was expected to start later this year, initially as an 800 t/h operation but with the aim of ramping up to 2 168 t/h by mid-2023. With new developments factored in, the life-of-mine will be extended to 2037. Poorun said continuous work was under way to quantify additional reserves. In 2015, mining began on the northern side of the Fairbreeze orebody. At its inception, production was planned for six years and is, therefore, nearing depletion. The primary mining method at the Fairbreeze mine remains hydraulic mining. As the mine begins mining the southern orebody, the throughput will be increased by more than 80% against the backdrop of falling grades. This will allow the mine to maintain feed to the smelting facility at Empangeni. The new expansion project will include an upgrade of the current mining system and the mineral concentration facility. Poorun said Tronox was busy with the backfilling and rehabilitation of the Northern portion of the mine, having already completed the backfilling of the C orebody – the first orebody mined at Fairbreeze. So far, about 50% of this orebody has been rehabilitated to indigenous grass, while final shaping and rehabilitation on the remainder continues. In addition, backfilling has begun on a portion of the C extension orebody where mining is expected to be completed within the next 12 months. The initial portion of the orebody previously mined is currently under rehabilitation in line with the mine's environmental management plan. Soil coverage by vegetation on the rehabilitated area is in excess of 50% over much of the area, successfully limiting the erosive effects of stormwater runoff, Poorun explained. “These activities are currently executed, tracked and monitored against the environmental management plan to ensure sustainable post-mining land use,” he said. Backfill and rehabilitation is undertaken in conjunction with the ongoing mining activities, thereby keeping the mining footprint to a minimum. “Undertaking continuous rehabilitation alongside mining operations presents various complexities, such as positive and ongoing water ingress into the mining area. It presents safety and technical challenges,” Poorun noted. In light of this, Tronox has established bespoke methods to manage such ingress which includes significant investments in major infrastructure to control and divert the water away from the active mining areas, he concluded.

Sober Vibes Podcast
The Importance of Feelings with Brittany Young

Sober Vibes Podcast

Play Episode Listen Later Jan 13, 2022 33:45


Episode 73: The Importance of Feelings with Brittany Young In this episode of the Sober Vibes podcast, Courtney chats with Brittany Young about her recovery story and the importance of feelings and ways to cope without drugs and alcohol. Brittany Young spent 15 years in the pharmaceutical industry working with CEOs, top executives and closed multi-million dollar sales deals. She has over 15 years of experience in the Health and Wellness space as a Top Sales Woman with several Pharmaceutical Companies. Some of Brittany's corporate accomplishments include building a book of business of 300+ clients and grew her territory from $800K to $6M in 2.5 years at FMC Corporation, and ran a $10M territory at Tronox, and worked daily with the world's leading chemical distributors. Brittany began her own business in 2018, she works with Female Financial Professionals to grow their revenue and assert their voices in their male-dominant industry. Brittany is an International Speaker, published author, and Healer. She is certified as an Executive NLP Practitioner, Emotional Intelligence Life Coach, and a Reiki Master. Brittany lives in Austin, TX, with her husband, baby girl, and two beloved puppies. Thank you for listening! To Rate, Review, and Subscribe to the Sober Vibes Podcast. Thank you to our Sponsors! ORGANIFI! Click here to shop supplements and save 20% on all items at checkout using code "sobervibes" Greens and Gold are a must. CURIOUS ELIXIRS! Click here to shop all Curious Elixirs and save $10 off purchases of $50 or more with code "Sobervibes" #4 is my personal favorite. To Connect with Brittany: Website Instagram  Facebook Linkedin To Connect with Courtney: Instagram  1:1 Free Consult Sober Focus Program  30 Day Sober Not Boring Calendar  The Ultimate Guide to Sobriety    

Beyond The Boardroom
DEBATE: Are virtual meetings the future?

Beyond The Boardroom

Play Episode Listen Later Nov 30, 2021 39:46


We are back with Command Financial's Corporate Compliance Roundtable. Every year since 2015, we have gathered industry experts at The Yale Club in New York but, due to the COVID-19 pandemic, we are bringing it to you in the comfort of your own home. Kieran Poole is joined by a panel of inside counsel featuring Judy Tomkins, Jeff Neuman, Richard Gluckselig, and Raj Dave. Judy is senior associate general counsel at Compass. Jeff is senior vice president, general counsel, and corporate secretary at Tronox. Richard is assistant general counsel and assistant corporate secretary at Regeneron Pharmaceuticals. Raj is vice president, chief securities counsel, and assistant corporate secretary at Newell Brands. This is the first of two episodes. The second will be out soon with different subjects debated by a panel of outside counsel. 

CruxCasts
Sovereign Metals (SVM) - World's Largest Rutile Deposit

CruxCasts

Play Episode Listen Later Jul 4, 2021 29:30


Sovereign Metals is a new force in rutile. Sovereign Metals has discovered what is likely to be one of the world's largest rutile deposits in Malawi in SE Africa. Sovereign believes it has identified a globally significant, strategic rutile province across its large ground holding in Malawi.Rutile is a titanium mineral and is the purest natural form of titanium. It's main uses are in pigment and in the welding industry.Sovereign Metals had originally been looking for graphite projects when they came across rutile in the area in 2018 and found this large rutile discovery in 2020. The Malawi Rutile Province offers two confirmed, discrete rutile mineralisation styles hosted respectively in sand and saprolite (soft, friable weathered material) which are both amenable to conventional processing.Since 2020 the company has spent the last 18 months drilling out the deposit which so far covers 114km2 and is likely to grow significantly to possibly become the biggest rutile deposit in the world. Known rutile mineralisation to date is unconstrained across the Company's large ground position, offering extensive exploration upside.Sovereign is targeting the definition of a substantial resource that can support a long-life, large scale rutile operation.The company has AUD$8M in the bank which will get them to a completed PFS. They will then start looking for off-take agreements and move onto a DFS then to funding and construction and production at the project.A scoping study is underway and Sovereign plans to announce this progress going forward with its release to the market in November this year. The company is targeting 4-5Bn of the total 15Bn rutile market which is the high grade feedstock component of the market. Competitors in this market include Iluca Resources, Tronox, Minerals Sands resources, Rio and Kenmare.In the next 6-12 months, Sovereign Metals will complete a resource update and a scoping study targeted towards the end of year with the PFS completed during the first half of next year. 

Classic Business
Exxaro results

Classic Business

Play Episode Listen Later Mar 18, 2021 12:05


Exxaro, which supplies coal to Eskom, has declared a record ordinary dividend after getting a boost from its best ever thermal coal exports and a weaker rand in its year to end-December. The group has also announced a special dividend and share buybacks after selling additional parts of mineral sands company Tronox, which is bringing in an estimated R5.6bn Michael Avery spoke to Riaan Koppeschaar, Finance Director of Exarro Resources about the outstanding force majuer issue with Eskom and ho the political dynamics between Australia and China are impacting South African coal exports.

BizNews Radio
Flash Briefing: Exxaro announces buyback; Barak whistleblowers; Sinovac shots for SA

BizNews Radio

Play Episode Listen Later Mar 18, 2021 2:27


Exxaro Resources announced a share buyback and a special dividend after offloading its last shares in Tronox. Barak Fund whistleblowers warned of asset valuation and collateral issues, say insiders. ARC. Tanzanian President John Magufuli has died.

BizNews Radio
Flash Briefing: Exxaro announces buyback; Barak whistleblowers; Sinovac shots for SA

BizNews Radio

Play Episode Listen Later Mar 18, 2021 2:27


Exxaro Resources announced a share buyback and a special dividend after offloading its last shares in Tronox. Barak Fund whistleblowers warned of asset valuation and collateral issues, say insiders. ARC. Tanzanian President John Magufuli has died.

Poor Vs Standard
Deep Delve 6- Tronox Holdings TROX

Poor Vs Standard

Play Episode Listen Later Mar 2, 2021 9:01


Poor goes in depth on Tronox Holdings (TROX) Please consider joining Patreon for additional content! patreon: patreon.com/poorvstandard have a question? find us on Twitter! @vs_poor send us a question via email: poorvstandard@gmail.com Grab your free stocks! Robinhood: join.robinhood.com/christd8540 Webull: act.webull.com/n/t6ypeVYuT2s/jbr/inviteUs/ M1 Finance: m1.finance/ILuHN6pHCLb_

CruxCasts
Neometals (ASX: NMT) - Shoot Me Down, But I Won't Fall

CruxCasts

Play Episode Listen Later Mar 4, 2020 36:54


A conversation about Titanium with Paul Wallwork, General Manager of Project Developer, Neometals (ASX: NMT), who helps us to understand the Titanium market and how it works.So if you are thinking of investing in the a Titanium company, you need to understand supply / demand in that market. We suggest you listen to this explanation of Ti02.We're fans of the Neometals story so far. Its patented battery recycling process looks like an intriguing way for investors to make money, and it appears to have the corporate infrastructure in place to facilitate big deals and give investors returns. The management team's track record of success extends to the Mt. Marion Lithium Project, where they timed their exit to a tee, selling their 13.8% stake for AU$103.8m. The story so far seems indicative of an encouraging idea: Neometals doesn't get involved with projects unless they are going to work.In this interview, Wallwork was also keen to talk about yet another option at Neometals' disposal: The Barrambie Titanium And Vanadium Project (Barrambie). It has been granted a mining permit and has had exploration and evaluation expenditure totalling AU$30M (courtesy of Neometals) since 2003. But not before we had made him download what he knows how the Titanium functions.So, all things titanium: it is found in nature as titanium dioxide; the most common mineral it is found within is ilmenite. When someone says titanium, most of us think of exotic supercars and fighter jets. However, the Titanium metal industry only accounts for around 5% of consumption. 90% of titanium dioxide supply is turned into a pigment, titanium white. It is used in paints, protective coatings, plastics, etc.There are plenty of big players in the titanium market, including Rio Tinto, Iluka Resources and Kenmare Resources. Companies like Tronox are big producers of titanium pigment. Where does Neometals slot into all of this?Wallwork claims the Barrambie Project has the scale, longevity and grade to stand out from the competition. Neometals also has "co-product credits." The most valuable that is found in sand deposits is zirconium. However, in the hard-rock case of Barrambie, Neometals has vanadium, which is a "valuable metal" used in the steel industry. The ore body is forecasted to produce 9,235t of FeV80 and 6,337t of V2O5 a year, with an average plant feed rate of 2.66Mtpa, over an estimated mine life of 15 years. Neometals has an additional advantage, in the form of the mining jurisdiction that Barrambie occupies, Western Australia, a safe, stable mining region. This is something that is becoming increasingly rare.While a DFS was completed in 2009, which confirmed primary vanadium production from the conventional salt roast-leach process, the Barrambie project was temporarily suspended due to stagnant vanadium prices in the six years that followed. Investors will hope Neometals can make things happen economically this time around.This will be aided by an MoU with the Institute of Multipurpose Utilization of Mineral Resources of the Chinese Academy of Geological Sciences, which was signed in October 2019 to develop the Barrambie vanadium-titanium mine through a 50:50 joint venture. Once again, Neometals is developing a project without the shouldering the burden of CAPEX alone. We are impressed with the business minds at Neometals, who seem to keep finding answers when it comes to making developments affordable.With Neometals currently valued at AUS$100M, with a share price of AUS$0.18, dilution looks a very unlikely outcome for investors. Everything Neometals touches appears to be turning to gold at the moment, but investors will remain concerned the market is only valuing this company at cash. Neometals needs to up its marketing efforts.What did you make of Paul Wallwork and the Barrambie project? Has Neometals got what it takes to push the share price up? Comment below and we will ask your questions.And a FREE 'Not A Mug' Crux Investor mug to the first person to guess the song name and artist featured in the title of this video! (One mug per person).Company page: https://www.neometals.com.au/Make smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter, LinkedIn and Facebook:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/https://www.facebook.com/cruxinvestorTake advantage, hear it here first: https://www.youtube.com/CRUXinvestor

Potencial Compliance Cast`s show
#022 Potencial ComplianceCast | Um caso de sucesso em GRC com Sandro Oliveira

Potencial Compliance Cast`s show

Play Episode Listen Later Nov 27, 2019 60:44


Você conhece algum caso de sucesso em GRC, efetivamente?No podcast desta semana conheça o caso de sucesso em GRC (governança, riscos e compliance) da Tronox, conduzido pelo head Sandro Oliveira. Sandro também é autor do livro "Seja você a mudança que a sua organização precisa", livro que conta toda a trajetória de implementação de governança, risco e compliance na Tronox.O Potencial ComplianceCast é um podcast semanal apresentado por Glades Chuery que traz novidades sobre o mundo do GRC, Governança, Riscos e Compliance. Assine gratuitamente em potencialcompliancecast.com.br para receber um novo episódio toda semana.

Potencial Compliance Cast`s show
#022 Potencial ComplianceCast | Um caso de sucesso em GRC com Sandro Oliveira

Potencial Compliance Cast`s show

Play Episode Listen Later Nov 26, 2019 60:43


Você conhece algum caso de sucesso em GRC, efetivamente?No podcast desta semana conheça o caso de sucesso em GRC (governança, riscos e compliance) da Tronox, conduzido pelo head Sandro Oliveira. Sandro também é autor do livro "Seja você a mudança que a sua organização precisa", livro que conta toda a trajetória de implementação de governança, risco e compliance na Tronox. O Potencial ComplianceCast é um podcast semanal apresentado por Glades Chuery que traz novidades sobre o mundo do GRC, Governança, Riscos e Compliance. Assine gratuitamente em potencialcompliancecast.com.br para receber um novo episódio toda semana.

Market Wrap
Market Wrap - Stock Pick — Exxaro

Market Wrap

Play Episode Listen Later Nov 19, 2019 1:35


Business Day TV — Andile Buthelezi from Sentio Capital chose Exxaro Resources Ltd as his stock pick of the day. "Exarro, I think they're looking quite cheap and by no means am I saying this is the 10 to 15 year call, we know just how much pushback globally co-producing companies are receiving from an environmental perspective that is, but, in the short to medium term there are still coal-fired power stations and someone still needs to supply these power stations. Yes Exxaro is largely exposed to a Eskom so there is that risk to consider but I'm encouraged by the fact that they haven't had any problems with regards to receiving payments - when it comes to Eskom purchasing coal Exxaro . They also have an export production that they sell some of their coal into the export market and there are increasing volumes now, and the incremental production growth is largely earmarked for that export market so I'm encouraged by that too. They also have a stake in an entity called Sishen Iron Ore Company which is that side business that they jointly owned with Khumba. They are spinning out a lot of cash Exxaro is committed to paying out all the cash that they receive from that entity to Exxaro shareholders and that's always a good thing. And then lastly they have a small state left in an entity called Tronox which is out in the U.S. They've sold down from around 23% below 10% now, a large part of the proceeds that they received from the sale of that stake, they've used to pay special dividends, so when they sell the remainder of that stake, I'd expect for them to use some of those proceeds to again pay special dividends potentially and I think at these levels it looks interesting."

Debtwire Radio
Mallinckrodt spinoff sparks covenant considerations and Tronox, Chemours comparisons

Debtwire Radio

Play Episode Listen Later Dec 12, 2018 15:04


Mallinckrodt spinoff sparks covenant considerations and Tronox, Chemours comparisons by Debtwire Radio

Business News - WA
Mark My Words Podcast 13 Oct 2017

Business News - WA

Play Episode Listen Later Oct 12, 2017 15:04


In this Business News podcast Mark Beyer, Mark Pownall and Matt Mckenzie discuss Rod Jones, Feral Brewing, state finances, Tronox and WA exporters.

Business News - WA
Mark My Words Podcast 13 Oct 2017

Business News - WA

Play Episode Listen Later Oct 12, 2017 15:04


In this Business News podcast Mark Beyer, Mark Pownall and Matt Mckenzie discuss Rod Jones, Feral Brewing, state finances, Tronox and WA exporters.

The Option Block
Option Block 225: Spreads with Benefits

The Option Block

Play Episode Listen Later Mar 5, 2013 61:33


Option Block 225: Spreads with Benefits Trading Block: The market is apparently shrugging off the Sequester with a mild rally as of mid-day. Implied and realized volatility cross, which is a very rare occurrence. Google feeling the love and broke the 800 level, while Apple feeling the heat falling well south of $450. Groupon is showing some signs of life bouncing dramatically off lows around $4.25. Odd Block: Risk reversals trade in Bridgepoint Education Inc. (BPI), call buyers in Zhongpin Inc. (HOGS), calls trade in Tronox ltd. (TROX), and more calls trade in Mitek Systems Inc (MITK). Xpress Block: Alex Jacobson discusses more ideas from the Idea Hub, new OX products, and new OX order types. Strategy Block: Mike Tosaw discusses the "credit spread with benefits." Around the Block: Seems like more bears are coming out of the woodwork making dire predictions for the market going forward. Sequester, sequester, sequester! What else on the horizon could generate some vol?

The Options Insider Radio Network
Option Block 225: Spreads with Benefits

The Options Insider Radio Network

Play Episode Listen Later Mar 5, 2013 61:33


Option Block 225: Spreads with Benefits Trading Block: The market is apparently shrugging off the Sequester with a mild rally as of mid-day. Implied and realized volatility cross, which is a very rare occurrence. Google feeling the love and broke the 800 level, while Apple feeling the heat falling well south of $450. Groupon is showing some signs of life bouncing dramatically off lows around $4.25. Odd Block: Risk reversals trade in Bridgepoint Education Inc. (BPI), call buyers in Zhongpin Inc. (HOGS), calls trade in Tronox ltd. (TROX), and more calls trade in Mitek Systems Inc (MITK). Xpress Block: Alex Jacobson discusses more ideas from the Idea Hub, new OX products, and new OX order types. Strategy Block: Mike Tosaw discusses the "credit spread with benefits."  Around the Block: Seems like more bears are coming out of the woodwork making dire predictions for the market going forward. Sequester, sequester, sequester! What else on the horizon could generate some vol?