Evan Cranston
@EvanCranston
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Principal - Konkera Corporate. My tweets my personal opinions and are in no way to be interpreted as investment advice
Joined August 2017
RT @AsxFrb: $FRB was pleased to welcome Ken Hoffman to our R&D Centre — great discussions on the future of manganese-rich cathodes and glob….
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RT @CalderaHouse: $BNZ is doing it differently at Glenburgh and it's paying off. From misunderstood geology to a dual open‑pit + high‑gra….
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New Dawn New Day. Even though it’s slow and expensive there is always something special about seeing diamond core come out of the rig . #parisgold $tor.ax @Torque_Metals
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Yes but none of these assets would be classed as world class. Their #critciametals strategy is no different to China just 20 years behind in subsidizing sub par domestic assets. China moved past this and basically put their foot on the best available assets (predominantly in.
The U.S. has rare earths. What it lacks are investors willing to gamble on an industry dominated by Beijing. via @WSJ.
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Do you think the Australian government is watching this @GeoffWilsonWAM?. 🫣.
The UK is losing 16,500 millionaires in 2025. Capital gains tax hikes—up 20% to 80% over prior rates—backfired spectacularly. Tax receipts fell 18% year-over-year. Europe, take note: you can’t tax your way to prosperity…you can only chase it away. #UK #TaxFlight #CapitalGains
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You guys need to relax! . @YellowLabLife no met issues - full met report released to ASX 17/12/24 and also another in 23 . The $TOR.ax story is not well known. Been stuck in a time capsule in the St Ives camp since the 80s so not a lot of drilling when you own the monster up the.
It’s run hard into this news release and considering the team and thesis behind Paris not surprising (running back the Bellevue and Benz playbook). But the koala is surprised it’s not trading better, is there a met reason or something else about this project?. Just staggering.
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RT @ReadCorporate: .@Patriot_Battery advised that President, CEO & Managing Director Ken Brinsden will host a live #investor webinar tomorr….
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Especially considering the #lithium “surplus” is so big 🙄. Perfect timing with all the BB downgrades on lithium stocks.
Zijin´s Zangge (11 kMT-LCE/y) ordered to " an immediate halt to non-compliant mining". Interesting that such a small production cut back would trigger a 4% price increase of Li2CO3 futures at the GFEX. 🤔.
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remember when there was no demand for #ElectricVehicles . there is only one jurisdiction getting left behind. #lithium #manganese #ElectricVehicle #batterymetals.
Sales in China jumped 28% from the same month last year to 1.11 million vehicles. Europe posted a 23% increase to about 390,000 units, while North American sales fell 9% to over 140,000.
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Meanwhile China has moved on to the next generation with LMFP technology for better range and faster charging! . Whilst the West is trying China staying a few steps ahead . #manganese #LFP #LMFP @AsxFrb.
GM has confirmed production of lithium-iron phosphate (LFP) batteries at its Tennessee plant. That should mean “significant cost savings.”.
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People are starting to wake up to the next wave of battery cathode technology. As usual China is ahead of the curve but certain companies in the west are trying to catch up l.@AsxFrb $FRB $FRB.AX . #LMFP #manganese #criticalmetals.
Listen to our new #batterymetal advisor Ken Hoffman talk all things #manganese and #lmfp cathodes .$FRB $FRB.AX .
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When the world realizes it’s no longer just about #lithium anymore 😏.
Lithium sneaky strong . PMET +6%.SGML +7%.LAC+8%. Stocks always bottom before the fundamentals do. $LIRC $SGML $PMET $LAC.
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Meanwhile the west is busy shorting the crap out of all their serious assets 🙄. All momentum no playing the long game like China. #CriticalMinerals.
#China just shattered its own record for overseas mining deals — and it’s all about securing the world’s critical minerals
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Go #gold
Every member of Congress who campaigned on reducing government spending and then immediately voted for the biggest debt increase in history should hang their head in shame!. And they will lose their primary next year if it is the last thing I do on this Earth.
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No demand for #EV s 😂. Can’t wait for these to come to Australia . #ElectricVehicles #lithium #manganese.
Xiaomi launches YU7 SUV: Prices undercut Tesla Model Y, 200,000 orders secured in 3 minutes. The Xiaomi YU7 secured over 200,000 firm orders in the first 3 minutes, marking another rare case in China's EV market. 👇.
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Welcome to Ken to join as special advisor to the board of @AsxFrb . Looking forward to working with him to bring our #mnso4 and #lmfp cathode technology to the western world. For those that missed his most recent poddy with @RKEquityRocks you can listen here
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