Horizonte Min. Share Chat (HZM)

Theaeo yeah of course, but I think it was enough posts about bloody RMM

the nickel price at this level does a number of things - 1. it makes mothballed opps look interesting and viable 2. it makes us look incredibly interesting as a takeover target - although with the current shareholder register would be an interesting aggressive move to do that....

I my no agree with DJ but he has as much right to post here as anyone. He was a long term holder and I followed his comments with interest for the last two years.

Incidentally, put 23k for nickel in the nvg calculator. The numbers are very nice.

Best regards to all.

Higher mcap? I'll say hzm.

Production is two years away not three, gl with RMM but surely they have their own chat board?

Rainbow chasing is investing in ARS or a start up with nothing more than a dream.

They would love to raise 200 million to get built and are saddled with debt.

Rambler no such issues , manageable debt and turnaround development ready to bare fruit.

Let’s have a friendly bet , which is higher in 6 months :-)

HZM vs RMM

Ivor maybe don’t comment without research , your talking about a totally different situation , the last 5 years it was mining from one stope single source Orr.

Currently 4 stopes will be in operation by the end of February. Copper 50% higher than the last 5 years and grade 30-50% higher

It’s not rocket science.

If I was selling beer at my pub for 3 quid a pint a lose money , I start selling £6 a pint I’m profitable.

It’s hard 50 million spend in development this year and worth 50 million

Tell me an opportunity like that anywhere for a producing asset ramping up.

It’s priced accordingly because of the risk but they start making profit soon and it will double. Let’s revisit the conversation in 6 months. Last year it was going to lose money as been developing the new high grade mine plan.

I know many exploration companies valued more for nothing and 10 years away from been built.

Billy bargain. Higher cost producers have the most to travel in a bull market and can drive down costs.

Nickel and. Copper doing well today , shame HZM
Is 3 years away from production.

Personally feel most holders here would prefer nickel to stay 18000 - 20,000 level as the price stays high more mothballed operations come online.
Perfect situation is price takes off in 2 years not now. High price only incentivises more projects. Best off staying in the sweet spot for now.

DJ, you say its undervalued I'd say it's never made a profit.

How much money has it lost in the last 5 years? $65m?

Its rainbow chasing.

That’s exactly it , a bit of that , and a bit disgruntled we didn’t get any reward with the deal ….. I’ll be back one day.

I made a lot of money here , more than most due to my 8.5 million share high , it’s allowed me to have a free ride on the stock market.

I would not advise doing what I do , I’m all in on RMM average price 29P area , yes like the other poster says a bad day Yesterday but nothing runs in a straight line in mining.

What I like about RMM is it’s a near term production story happening now and on the verge in my opinion of significant cash flows.

It’s moving to 4 stope mining at higher grades and 50% higher copper , it also has exciting exploration potential with a high mine life , but I like the jurisdictional plus’s of Canada.

Lots of people don’t understand how undervalued it is at below 50 million cap.

I like to value invest on stories people haven’t caught on to yet.

HZM I think will appreciate in value again when it’s down the curve but for now I’ll go with the faster horse.

By the way strummer my holding on RMM is 880,000 as just tallied up.

Like I say see you in 12 months higher or lower or as we are.

On AIM it tests your patience but overall the trend is up for commodities and the sector.

Dj,

Re your Monday 18.51. Sounds like investor fatigue to me... You say yourself, ‘a new investor (with might I add, a fresh pair of eyes) would see HZM as a great opportunity.

That’s exactly what it is. A great opportunity which by the way Rick rule rated as a 6 on his risk scale.

When it comes to entry points I actually agree that sometimes it is ok to pay a bit more if it means a clearer picture. If or when you buy back I expect you to be welcomed here whenever that might be.

Good Luck

2 years away b4 production so nickel prices little affect

Just noting that RMM RNS .......

Hmmmmm........ raise on the cards to cover themselves during a 'sticky' patch perhaps

Nickel up again

djryan777, bye bye , have a safe journey.

Let The Re-Rate Begin For HZM

DJ, good luck with your path.

Talking EV,
For those of a certain age, remember the VHS vs Betamax battle.
Basically first in the market gets the prize.

Talking stainless.
I believe the market will substantially grow.

Either way I think Horizonte Minerals is in an excellent place.

Absolutely no certainties, but I choose to be patient and remain here for my pension pot.
I hope this will transition fro AIM to the main market and from a growth to revenue share.

Good luck DJ.

As we have discussed. I have always respected and found interesting your up front ideas. Your initial investment research options you have shared, I have always rated as worth a look as you know.

Though I have also mussed in past that maybe sometimes you do more bouncing about than the charming Tigger himself ! ;-)

I hope your call on RMM is right. I also hold a decent amount there. I have a highish average. But can see my current 725k shares there being well up hopefully from here by my Q4 review date. So been quietly averaging up n down there and putting a bit into ACP as a side area too. I still hold a few GGP.... That's a gold hedge that promises some recovery given the evolving resourse. But my AVG there is very low & so happy to let that ride. My only real lemon in this space is ROCK.... But hold that on hope not any expectation unlike the others. So that's my little mining diversity for now fyi.

As regards HZM. I was one of those longish holders here that wasn't happy with the deal, and like a few others said so at the time, and to date we have been sadly proved right given the turgid SP reaction..... But still have retained more or less 10 m shares nonetheless, as tbh now I see this as a background sleeper for some time that longer term should come good one trusts.

Maybe I am lazy here and should re position more. I think on it. But I just have a feeling that by next year things will have moved on a bit. The build reinvigorating the SP somewhat etc But of course you may be right that RMM can, and will move faster. But then I will have to take the risk that what I have committed there makes that worthwhile for now then I guess. But have as said decent coverage there so far.

To a degree I think your bouncing your investment pots in, out, in, out of the likes of here, GRL, RMM and before that GGP ..... and those are the ones I know about (?)...

Is maybe just symptomatic of your mind always sparking off elsewhere. I don't see it as bad. But sometimes in investing you have to be a bit more like an.... Aeeyore not so much Tigger perhaps? Just a thought.... :-)

Then again it's all relative, and your certainly a character for it....Marmite maybe. But I like Marmite myself...

Hopefully will see us both celebrating some success on RMM then come year end?

Cheers mate.

DJ, I'm aware of what hzm is making and they have sold it for 10 years. They have $658m to build A1 and A2 and the nickel price is only going one way. Yes the SP is disappointing but RMM is a far bigger risk.

Ivor sorry to be cantankerous but HZM is making nothing and it won’t be making stainless either , it makes an intermediate FeNi pellet that’s 30% nickel.

Personally think the vermelho mine plan needs switching to stainless , it has optionality but it’s always been a red herring to attract EV investors.

It’s literally defunct already as HPAL technology has already caught up.

Given i an clearly not trying to de-ramp but ad my knowledge in this instance. Don’t bury your head in the sand that battery tech is now transitioning.

I won’t be investing here for 12 months but see the HZM story as very much a stainless story.

It’s to late for HPAL and HPAL is notoriously expensive and troublesome.

As posted below.......not everybody's a fan....

https://www.reuters.com/business/autos-transportation/next-step-evs-design-batteries-strengthen-car-extend-range-2021-07-23/

I call it been well researched. I’ve stated the reasons. I’m investing in a turnaround with copper booming that’s going to be hitting full production for the price an early stage explorer with nothing!!

Maybe try some research on it and understand why it’s made no profit.

No need to be defensive , absolutely nothing wrong with the HZM opportunity it’s very good in itself.

I’m shocked you don’t realise however that HZM may supply the stainless market but thought you might of learnt that all nickel units are the same in this market.

The Chinese simply convert nickel destined for stainless or pig Iron to the battery market. They convert to nickel Matte

But yes this latest battery will completely replace all nickel batteries in my view by 2028 , so plenty of time for nickel batteries to be the dominant battery for now.

But it’s all about range and cost. And Envirnmental credentials.

Obviously I’ll be back gloating in 12 months if my crystal balls working correctly.

Good luck on the HZM journey I hope to re-join at a more advanced stage as stated.

So you sold all your hzm shares because of a new battery chemistry when hzm is making stainless steel and bought rmm which has never made a profit in the last 5 years?

Sounds like stupidity to me.

To add to all that it was not the only reason I’ve sold but certainly helped my decision , the main reason was the sheer runway to production. I am self admittedly gambling this won’t take off much for a year.

It’s a decent market cap now and once the dust settled in my mind I was disappointed by the 125% dilution.

With fresh eyes as a new investor this price is good for a pension share. However I am going with my fast horse to deliver 100%-150% return within 6-12 months

If I’m right I look a genius and I return and pick up a few million shares.

I’m wrong and this takes off or my other share is a damp squid I look foolish.

So I’d like to state that I am quite a way from an investment myself and happy to pay higher.

But for someone new with a more patient outlook I see HZM as a good share to buy today.