Highfield Resources / HFR (ASX)

Pottasche, Spanien, Developer, Angehender Potenzieller Produzent.

Mit Highfield ist „nicht Alles so einfach“( ).

War Ein Laaaaanger Weg, bis jetzt, "Hierhin", kann man auf Jeden Fall erstmal sagen.

Bei Emmerson hatte Das geschrieben:

"Aber Der Pottasche Markt ist „nicht gerade so einfach“ muss man sagen.

Nach Meiner Erfahrung hat es Die Meisten „Pottasche Aspriranten“ Die Letzten Jahre den Lokus runtergespült, "zerschreddert"……………………..

Aber von Den „potenziell mit Allerallerbesten Pottasche Entwicklern“,

da sind nach Meiner Erfahrung Die Allermeisten noch im Rennen, darum eine Mine zu bauen

(zum Beispiel Highfield Res, Danakali, Australian Potash, Kalium Lakes, eben Besagte Emmerson, KORE Potash, Salt Lake Potash, Brazil Potash, und „wahrscheinlich noch paar, Wenige, Andere“)

Im Pottasche Bereich ist Emmerson Ein Teil Meines „Teams“,

bestehend Gesamt aus Highfield Resources(Die würde ich, in Dem Bereich, auch nicht vergessen), Danakali(Die auch nicht) und Emmerson."

Meiner Meinung gehören Sie zu Den Weltbesten Potash Developer Projekten absolut dazu.

Wie auch Emmerson, Danakali, KORE Potash vielleicht, und noch paar Andere.

Das Projekt, Highfield, hat „Diverse Specials“
(wie Emmerson, KORE Potash, Danakali, und paar Andere, auch).

[Blockierte Grafik: https://www.e-mj.com/wp-conten…016_6-June_1_Graphics.png]

[Blockierte Grafik: https://smallcaps.com.au/wp-co…ash-Mine-salt-offtake.jpg]

[Blockierte Grafik: https://phosphateprice.com/wp-…6/Muga-potash-project.jpg]

[Blockierte Grafik: https://www.proactiveinvestors…itor/HFR%20Map%20JPEG.jpg]

[Blockierte Grafik: https://www.diarioelcanal.com/…2021/07/Mina-Muga-min.jpg]

Erste Wenige Informationslinks, inklusive BASISÜBERSICHT:

Constructing the Next European Potash Mine Presentation
http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/07/HFR-Corporate-Presentation-July-2021-1.pdf

http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/07/Mining-Concession-FINAL.pdf

http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/07/Mine-site-event-FINAL.pdf

http://www.fostock.com.au/wp-content/uploads/2021/07/HFR210705.pdf

Mit Highfield habe Eine „Menge, wilden Rollercoaster/Achterbahnfahrt, durch“.
Da muss nochmal EINIGES ZU AUSHOLEN.

Bisschen Ausführlicheres Posting jetzt mal nicht im 1., „Introduction“, Schreiben,

sondern Das kommt erst als 2. 3., 4., 5. Oder Sowas.

SHORTfazit vorweggenommen:

Einige, WEnige, 2, 3 Schritte haben Sie noch zu bewältigen.

WENN Sie Das schaffen, Diese bewältigen, ist Muga, Meinem Ermessen, WAHRSCHEINLICH EIN SUPERGEILES PROJEKT.

Kurs bei Vorstellung: 0,60 AuD.

Letzter Quartal Aktivitäten report

http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/04/HFR-qtr-report-March-2021-ASX.pdf

Zitat von Popeye82

Das Projekt, Highfield, hat „Diverse Specials“

(wie Emmerson, KORE Potash, Danakali, und paar Andere, auch)

Dazu kann man hier lesen
http://www.highfieldresources.com.au/the-company/

http://www.geoalcali.com/en/unique-project-for-international-reference/

http://www.geoalcali.com/en/muga/

Zitat von Popeye82

SHORTfazit vorweggenommen:

Einige, WEnige, 2, 3 Schritte haben Sie noch zu bewältigen.

WENN Sie Das schaffen, Diese bewältigen, ist Muga, Meinem Ermessen, WAHRSCHEINLICH EIN SUPERGEILES PROJEKT.

Alles anzeigen

Simulation of Muga Mine Facilities

http://www.youtube.com/watch?v=bxOcw947ywY&t=39s

Project Maps

http://www.geoalcali.com/en/portfolio/mine-maps/

3D Plans

http://www.geoalcali.com/en/portfolio/3d-plans/

Backfilling video

http://www.youtube.com/watch?v=kXAbEqWYVHY

3D Simulations

https://www.geoalcali.com/en/portfolio/3d-simulations/

How is a drill hole done?

http://www.youtube.com/watch?v=U0aiJCW-g_E&t=1s

Visual Impact

http://www.geoalcali.com/en/portfolio/visual-impact/

Current state of the former potash mines

http://www.geoalcali.com/en/portfolio/current-state-of-the-former-potash-mines/

"bisschen Allgemeines" zum Pottasche Markt

http://www.youtube.com/watch?v=Hqky09eNk_g

[Blockierte Grafik: https://worldfertilizer.s3-eu-…edia/content/259643-1.jpg]
http://www.worldfertilizer.com/special-reports/26052021/the-importance-of-high-antioxidant-levels-in-farm-soil/

Zitat von Popeye82

http://www.fostock.com.au/wp-content/uploads/2021/07/HFR210705.pdf

Das Die Einstands Recherche von Foster, ich hab nur, leider, Keinen "komplett" Zugriff drauf
http://www.fostock.com.au/wp-content/uploads/2020/11/HFR201130.pdf

http://www.mining-journal.com/agminerals/news/1413209/highfield-poised-for-construction-following-approval-of-mining-concession

http://www.youtube.com/watch?v=sTIlKdQx7Nc
[Blockierte Grafik: https://media2.giphy.com/media/gYWeVOiMmbg3kzCTq5/200.gif]
http://www.mining-journal.com/mj-comment/opinion/1408019/who%E2%80%99s-hungry

http://www.mining-journal.com/agminerals/news/1407930/agricultural-minerals-feeding-the-world
[Blockierte Grafik: https://thumbs.gfycat.com/AcademicFrailEft-size_restricted.gif]
http://www.mining-journal.com/partners/partner-content/1407227/lift-off-for-highfield-resources

http://www.mining-journal.com/agminerals/news/1385055/cheap-and-cheerful-the-mantra-for-emea-potash-hopefuls

Zitat von Popeye82

"bisschen Allgemeines" zum Pottasche Markt

http://www.youtube.com/watch?v=Hqky09eNk_g

http://www.worldfertilizer.com/special-reports/21052021/communication-is-key-to-fertilizer-logistics-success/

http://www.navarra.es/es/noticias/2021/04/26/la-presidenta-recibe-al-nuevo-director-ejecutivo-de-geoalcali?pageBackId=363032&back=true
http://www.youtube.com/watch?v=jdY4bZzdac0

Quartals Aktivitäten report ; Highfield Resources CEO, Mr Salazar, said: “The grant of the Mining Concession has been a major achievement and elevates the Muga project and the Company into a completely different phase. We are already preparing for construction, advancing on all fronts. I had the opportunity to thank our staff for their efforts and the Administrations in an event we ran at the mine site on the 16 July 2021 with the endorsement of the President of Navarra. Muga is a unique project and has the potential to deliver great benefits to all our stakeholders. And we are moving forward to build it”

+ As announced just after the quarter end (refer ASX release 5 July 2021, “Muga Project Receives Mining Concession”), Highfield Resources (“Highfield or “the Company”) was granted the Mining Concessions for three areas that comprise the Muga Project (“Muga” or “the Project”), namely Fronterizo, Muga and Goyo.
+ Following the award of the Mining Concessions, the Company’s priorities have focused on the preparation of the construction at Muga. While this preparation had been advanced in the last few months, the Company is already expediting key pre-construction activities including:

- Completion of the construction agreement with our preferred contractor;
- Finalising pending procurement of equipment and the request to initiate the construction of the bolter miner; and
- Managing the local town hall construction licenses.

+ In parallel with these activities, and together with Endeavour Financial, the Company is reviewing its financing options, for both debt and other sources of capital, including strategic investors + Cash at the bank as at 30 June 2021 was: A$12.6m.
http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/07/HFR-June-quarterly-report-and-app-5B.pdf

Fitch Ratings: EU’s 'Fit for 55' climate plan to fuel long-term costs of fertilizer producers;
Friday 23 July 2021 09:30 The EU's climate plan will increase carbon costs and CAPEX for European metals and fertilizer producers and for those exporting to the EU, according to Fitch Ratings

[Blockierte Grafik: https://dfk1kem45npzu.cloudfro…cles/main/eu-flags-01.jpg]
http://www.worldfertilizer.com/environment/23072021/fitch-ratings-eus-fit-for-55-climate-plan-to-fuel-long-term-costs-of-fertilizer-producers/

http://www.worldfertilizer.com/nitrogen/27072021/nitrogen-fertilizers-to-be-most-affected-by-tighter-esg-policies-warns-fitch-ratings/

CEO Appointed as Managing Director ; Highfield Resources Chairman CEO Richard Crookes announced: “The Board is delighted to announce this appointment. Ignacio’s strong track record of building positive and robust relationships with local communities and government bodies has continued since becoming Highfield’s CEO, culminating in the recent award of the Mining Concessions for the Muga Project. The Board looks forward to continuing to work with him and his on-going energy, expertise and discipline as we advance towards building a safe, successful and sustainable operation at our world-class Muga Potash Project.” Mr Salazar commented: “I am delighted to be joining the Highfield Board as Managing Director and continuing to work with our team in Pamplona, the Board and stakeholders to progress the construction of the Muga Project and successfully transition it into a sustainable and producing asset which will create significant value for shareholders and all stakeholders”

http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/07/HFR-ASX-CEO-Appointed-as-MD-.pdf

Updated MoU Signed with Port of Pasajes

- Highfield updates its non-binding MOU with the Port of Pasajes, in north western Spain, solidifying its commitment to work with the Port in the future .
- After the granting of the Mining Concession, the Company is updating its key sales and marketing MOUs.
- This partnership with the Port of Pasajes allows Highfield to develop and implement its sales and marketing strategy .
- The Port is under 150km by road from the Muga Mine and will support Muga in beinga low-cost potash project.
- The Port Authority will facilitate the implementation of the necessary logistics infrastructure and services at port.
- Confirmed port capacity available for over 700,000 metric tonnes of product per annum.
http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/08/Release-MOU-Port-of-Pasajes-V4.pdf

http://www.findaport.com/port-of-pasajes
[Blockierte Grafik: https://www.proactiveinvestors.com.au/thumbs/upload/News/Image/2021_08/672z311_1627886657_shutterstock_1243052053.jpg]
http://www.proactiveinvestors.com.au/companies/news/956563/highfield-resources-signs-updated-mou-with-port-of-pasajes-for-up-to-700000-metric-tonnes-per-annum-of-muriate-of-potash-and-salt-956563.html

Chinese fertilizer producers to suspend exports , as reported by Reuters, some of China’s major fertilizer companies have said they will temporarily suspend exports to assure supplies in the domestic market, the state planner said on Friday, after prices in one of the world’s top grain producers hit record levels

http://www.worldfertilizer.com/phosphates/30072021/chinese-fertilizer-producers-to-suspend-exports/

"China is the world’s top exporter of phosphate, and shipped 3.2 million t of diammonium phosphate fertilizer in the first half of this year to major buyers such as India and Pakistan as well as 2.4 million t of urea, according to customs data.

The National Development and Reform Commission (NDRC) said in a statement it had summoned the fertilizer firms for a discussion against hoarding and speculation. It did not identify the companies.

But analysts said they expected state-owned firms such as Sinofert Holdings Ltd., Sinoagri Group, China National Offshore Oil Corp. (CNOOC) and China National Coal Group to be among those curbing exports.

None of the companies immediately responded to a request for comment on the matter.

The move is the latest by Beijing to tackle soaring prices of major raw materials.

Fertilizer prices in China have hit records this year amid stronger demand from overseas, lower production domestically and high energy costs.

Flooding around China’s central Henan province has also hit production at some plants, said Gavin Ju, principal analyst for fertilizers at CRU Group.

Urea futures prices on China’s Zhengzhou Commodity Exchange have surged by over a third since the start of the year. They hit record highs of 2616 yuan (US$405.19) per tonne on Thursday before easing 2.7% on Friday.

Spot urea prices were at 2814 yuan a tonne in early July, according to China’s National Bureau of Statistics, up from 2674 yuan in June.

NDRC’s action follows comments from Premier Li Keqiang last month calling attention to high prices of key farm inputs, a potential threat to the country’s food security.

The NDRC said last month it was launching an investigation into the urea market.

It urged key fertilizer companies on Friday to “operate in an orderly manner... and not hoard, drive up prices, or fabricate or spread information about price increases”.

Companies had agreed to “temporarily not arrange fertiliser exports to ensure the supply of fertiliser in the domestic market”, it added.

Ju said fertilizer exports would only shrink from September onwards after port stocks have cleared.

“We do expect (the SOEs)... to suspend or curb fertilizer exports and focus on domestic supply as priority in the next few months, which will help to curb domestic fertilizer price increase in near future,” said Ju.

NDRC did not say how long the export suspension would last."

Zitat von Popeye82

http://www.navarra.es/es/noticias/2021/04/26/la-presidenta-recibe-al-nuevo-director-ejecutivo-de-geoalcali?pageBackId=363032&back=true
http://www.youtube.com/watch?v=jdY4bZzdac0

Highfield Resources buoyed as Navarra president states project will be important for economic recovery ; Maria Chivite and other regional officials participated in an event to commemorate the award of Mining Concessions for the Muga Potash Project in northern Spai

[Blockierte Grafik: https://www.proactiveinvestors.com.au/thumbs/upload/News/Image/2021_07/672z311_1626665739_2021-07-19-13-35-39_7acbbb9936da4ab05d55dcd2b8536a6d.jpg]
http://www.proactiveinvestors.com.au/companies/news/955282/highfield-resources-buoyed-as-navarra-president-states-project-will-be-important-for-economic-recovery-955282.html

http://www.marketscreener.com/quote/stock/HIGHFIELD-RESOURCES-LIMIT-10363493/news/HIGHFIELD-RESOURCES-PRESIDENT-OF-NAVARRA-STATES-THAT-THE-MUGA-MINE-IS-IMPORTANT-FOR-THE-ECONOMIC-R-35891362/

http://www.naiz.eus/eu/info/noticia/20210716/chivite-avala-junto-al-gobierno-aragones-la-polemica-mina-muga

http://www.youtube.com/watch?v=W_zR1-DxY78

Zitat von Popeye82

Quartals Aktivitäten report ; Highfield Resources CEO, Mr Salazar, said: “The grant of the Mining Concession has been a major achievement and elevates the Muga project and the Company into a completely different phase. We are already preparing for construction, advancing on all fronts. I had the opportunity to thank our staff for their efforts and the Administrations in an event we ran at the mine site on the 16 July 2021 with the endorsement of the President of Navarra. Muga is a unique project and has the potential to deliver great benefits to all our stakeholders. And we are moving forward to build it”

+ As announced just after the quarter end (refer ASX release 5 July 2021, “Muga Project Receives Mining Concession”), Highfield Resources (“Highfield or “the Company”) was granted the Mining Concessions for three areas that comprise the Muga Project (“Muga” or “the Project”), namely Fronterizo, Muga and Goyo.
+ Following the award of the Mining Concessions, the Company’s priorities have focused on the preparation of the construction at Muga. While this preparation had been advanced in the last few months, the Company is already expediting key pre-construction activities including:

- Completion of the construction agreement with our preferred contractor;
- Finalising pending procurement of equipment and the request to initiate the construction of the bolter miner; and
- Managing the local town hall construction licenses.

+ In parallel with these activities, and together with Endeavour Financial, the Company is reviewing its financing options, for both debt and other sources of capital, including strategic investors + Cash at the bank as at 30 June 2021 was: A$12.6m.
http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/07/HFR-June-quarterly-report-and-app-5B.pdf

Alles anzeigen

Highfield Resources prepares to enter construction at flagship Muga Potash Project in Spain ; Highfield is nearing construction at its Muga Project in Spain, where it believes the Muga Potash Mine could become one of the highest-margin potash mines in the world

[Blockierte Grafik: https://www.proactiveinvestors.com.au/thumbs/upload/News/Image/2021_07/672z311_1627282367_2021-07-26-16-52-47_dbc21c315864bca064ce50cb6a7a6e1d.jpg]http://www.youtube.com/watch?v=jdY4bZzdac0

http://www.proactiveinvestors.com.au/companies/news/955907/highfield-resources-prepares-to-enter-construction-at-flagship-muga-potash-project-in-spain-955907.html

"Artist’s impression of the Muga Project.

Highfield Resources Ltd is preparing to move into the construction phase at its flagship Muga Project in Spain after closing out the 2021 financial year.

The potash company spent the June quarter completing the final steps to secure mining concessions covering the Fronterizo, Muga and Goyo areas, which make up the Muga Project.

Looking ahead, Highfield intends to negotiate a construction agreement with its preferred construction partner, Acciona, and progress financial discussions to secure debt and equity funding alongside Endeavour Financial.

It will also expedite other pre-construction activities, such as finalise an equipment procurement and manage the local town hall construction licences in Navarra and Aragón.

At the end of the June quarter, Highfield had around A$12.6 million in the bank to support its operations as it prepares to enter construction.

“Advancing on all fronts”

Highfield Resources CEO Ignacio Salazar said: “The grant of the mining concession has been a major achievement and elevates the Muga project and the company into a completely different phase .

“We are ALREADY PREPARING FOR CONSTRUCTION, advancing on all fronts .

“I had the opportunity to thank our staff for their efforts and the administrations in an event we ran at the mine site on July 16, 2021, with the endorsement of the President of Navarra.

“Muga is a unique project and has the potential to deliver great benefits to all our stakeholders. And we are moving forward to build it.”

Muga Project

Highfield’s flagship potash project spans roughly 60 square kilometres across Spain’s Navarra and Aragón regions.

Over the June quarter, the ASX-lister took the final steps necessary to prepare the asset for mining concession approval and, on July 5, Highfield received the greenlight and began preparations to enter construction at the potash project.

With the mining concessions now granted, Highfield will finalise the purchase of some long-lead-time equipment. The company has already shared the information with its construction partner, Acciona, to progress with the negotiation of the construction agreement and the project implementation.

More broadly, Highfield has already signed non-binding memorandums of understanding representing more than its full Phase-1 production capacity for potash and salt at the Muga Potash Mine.

Positively, supply constraints in the potash market seen during the quarter have encouraged discussions with traders, potential offtake partners and logistics partners interested in a strategic participation in the project.

Now, with the mining concessions under its belt, Highfield believes work towards debt financing for the Spanish potash asset will accelerate.

The company is able to finalise its preparation for the debt financing work in conjunction with Endeavour Financial, while preparation for the financiers’ independent technical, social, environmental and market due diligence is underway .

Highfield ended the June quarter with $12.6 million in the bank, while some of its key quarterly expenses related to engineering above and below ground, a second payment for a crystallizer and a down payment to kick-off the works to upgrade the electric substation that will feed the Muga Potash Mine during commissioning.

The potash developer has enough capital to sustain operations for more than three quarters, if its cash burn remains consistent."

Zitat von Popeye82

http://www.worldfertilizer.com/special-reports/21052021/communication-is-key-to-fertilizer-logistics-success/

Potash & Phosphate - "Investing in Global Growth" report

- Global population forecast to peak at 9.7Bn in 2064
- Decreasing arable land implies increasingly higher fertiliser consumption
- Global transition from wheat/rice, toward proteins and fruit/vegetables
- 30-50% of modern crop yields reliant on natural and/or synthetic fertilisers
- Global potash demand over the past six years ~ 3.1% CAGR
- 26-year seaborne potash demand ~2.4% CAGR
- Est. 34% upside from spot to our LT potash price
- 21-year seaborne phosphate shipments growing ~2.8% CAGR
- Est. 50% upside from spot to our LT phosphate-rock price
- BUY Recommendation Nutrien (TSX: NTR) and Mosaic (NYSE: MOS)
http://7b5ada19-e8f1-46c1-9324-1cd5cb6510ef.filesusr.com/ugd/53af0a_b746c3155cd546a59db89ff0d587900a.pdf

Equity Raising of up to A$19 Million to Fund Pre-Construction Activities at Muga; Managing Director Ignacio Salazar commented:“We are pleased to announce the completion of the Placement which was well supported by existing and new institutional investors. We welcome all new shareholders to the Company and thank existing shareholders for their ongoing support. Highfield is now well-funded and following the recent award of the critical mining concessions, the Company has a solid platform for development with a view to starting early works at Muga in Q4 2021.”HFR´s major shareholder, EMR Capital Chairman Owen Hegarty commented:“EMR is pleased with the outcome of the equity raising and progress made by Highfield management in recent months at the project level, amidst the positive MOP market backdrop. We continue to see significant long-term value in Muga and remain fully supportive in seeing the Company into production”

- Firm commitments received from institutional investors to raise A$15 million via a single-tranche placement
- Issue price of A$0.52 per share represents an 8% discount to the last closing price of A$0.565 per share
- Equity raising proceeds to fund the purchase of long-lead items and other site infrastructure including power supply at the Company’s flagship Muga Potash Project
- Strong cornerstone demand for the oversubscribed placement received from existing shareholders and new institutional investors
- Share Purchase Plan of up to A$4 million will be offered to eligible retail shareholders on the same pricing terms as the institutional placement
http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/08/HFR-Capital-Raise-Announcement-FINAL.pdf

http://www.afr.com/street-talk/highfield-resources-raising-19-million-20210805-p58g40

Zitat von Popeye82

Equity Raising of up to A$19 Million to Fund Pre-Construction Activities at Muga; Managing Director Ignacio Salazar commented:“We are pleased to announce the completion of the Placement which was well supported by existing and new institutional investors. We welcome all new shareholders to the Company and thank existing shareholders for their ongoing support. Highfield is now well-funded and following the recent award of the critical mining concessions, the Company has a solid platform for development with a view to starting early works at Muga in Q4 2021.”HFR´s major shareholder, EMR Capital Chairman Owen Hegarty commented:“EMR is pleased with the outcome of the equity raising and progress made by Highfield management in recent months at the project level, amidst the positive MOP market backdrop. We continue to see significant long-term value in Muga and remain fully supportive in seeing the Company into production”

- Firm commitments received from institutional investors to raise A$15 million via a single-tranche placement
- Issue price of A$0.52 per share represents an 8% discount to the last closing price of A$0.565 per share
- Equity raising proceeds to fund the purchase of long-lead items and other site infrastructure including power supply at the Company’s flagship Muga Potash Project
- Strong cornerstone demand for the oversubscribed placement received from existing shareholders and new institutional investors
- Share Purchase Plan of up to A$4 million will be offered to eligible retail shareholders on the same pricing terms as the institutional placement
http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/08/HFR-Capital-Raise-Announcement-FINAL.pdf

http://www.afr.com/street-talk/highfield-resources-raising-19-million-20210805-p58g40

Alles anzeigen

Share Purchase Plan Booklet

Use of Funds

The Offer is being undertaken in conjunction with, and supplemental to, the Placement. In addition to funding the costs of the Offer and Placement, the proceeds of the Offer (along with the Placement) will be applied principally to fund preconstruction activities at the Muga Potash Project, including:

- early works and ground installations ;
- process plant ;
- ramps and underground galleries; and
- general working capital.
http://www.highfieldresources.com.au/wp-content/uploads/sites/2/2021/08/SPP-Offer-Docs-ASX-final.pdf