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2020年电动汽车市场电池材料报告- FIRST COBALT(英文版)(28页).pdf

上传人: Me****y 编号:19265 2020-09-18 28页 3.17MB

1、1TSX.V: FCC | OTCQX: FTSSF TSX-V: FCC OTCQX: FTSSF Battery Materials for the Electric Vehicle Market August 25, 2020 2TSX.V: FCC | OTCQX: FTSSF FORWARD LOOKING STATEMENTS Refinery, the processing of cobalt hydroxide feedstock, the ability to secure financing, results of exploration activities, poten

2、tial acquisitions, capital expenditures, successful development of assets, currency fluctuations, government policy and regulation and environmental regulation. In particular, forward-looking information included in this presentation includes, without limitation, the opportunity to restart the First

3、 Cobalt refinery and targeted metrics. Generally, forward- looking statements and forward-looking information can be identified by the use of forward-looking terminology such as “plans”, “expects” or “does not expect”, “is expected”, “budget”, “scheduled”, “estimates”, “forecasts”, “intends”, “antic

4、ipates”, “believes”, or variations of such words or state that certain actions, events or results “may”, “could”, “would”, “might” or “will be taken”, “occur” or “be achieved”. Forward-looking statements and forward-looking information are necessarily based upon a number of estimates and assumptions

5、 that, while considered reasonable by the Company as of the date of such statements, are inherently subject to significant business, economic and competitive uncertainties and contingencies. Known and unknown factors could cause actual results to differ materially from those projected in the forward

6、-looking statements and forward-looking information. Such factors include changes in supply and demand for cobalt, the results of metallurgical and engineering studies, changes in competitive pressures, timing and amount of capital expenditures, changes in capital markets, changes in exchange rates,

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本文主要介绍了First Cobalt公司(TSX-V: FCC)在电动汽车市场中的电池材料业务。关键点包括: 1. First Cobalt正在开发北美唯一的钴精炼厂,计划生产电池级硫酸钴,以满足北美和欧洲电动汽车市场的需求。 2. First Cobalt与Glencore合作,计划扩大其位于加拿大的钴精炼厂,使其成为北美唯一的钴硫酸盐生产商。 3. First Cobalt在爱达荷州的Iron Creek项目是一个高品位的钴铜矿产资源,是世界上少数几个主要钴矿床之一。 4. First Cobalt拥有加拿大钴矿区超过10,000公顷的土地,其中包括100多个历史悠久的银钴矿。 5. First Cobalt的钴精炼厂项目预计初始投资为5600万美元,预计年产电池级硫酸钴2.5万吨,占全球精炼钴市场的5%。 6. First Cobalt的钴精炼厂项目预计税后净现值(8%折现率)为1.39亿美元,税后内部收益率(IRR)为53%。
北美唯一钴精炼厂前景如何? 特斯拉等电动车制造商如何看待北美钴供应? 钴价未来走势对First Cobalt有何影响?
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