Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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We will see lol lol plenty of speculation & plenty to get excited about
IMHO we will not see any substantial rise until the new year. I believe the dust needs to settle first and the IIs needs time to assess the value.
The slow climb to true value will happen and start in January.
Bwana, this is where the Exciting Journey Begins.
This is where the risk averse can really start to buy in, institutional and others. Expect a substantial rise from now.
Fully Funded With Plenty Of Contingency Built In.
It Doesn’t Get Better Than This !!
"Plus good to see Rosy Lee on board-she is a tough and very knowledgeable cookie."
Echo that if not entirely ;-)
TDT
Picked-thanks.
Yes I was frustrated and disappointed-but as you have eloquently argued this week, we still have incredible assets, we are financially derisked and we have a great management-if a little naive at times re capital markets.
We are still going to make very good money.
Plus good to see Rosy Lee on board-she is a tough and very knowledgeable cookie.
I Forgot To Mention Some Critical Points :
Operating costs sub $6800 a tonne one of the LOWEST in this sector.
HZM OWNS 100% 2 GLOBALLY Significant Nickel Resources, Araguaia & Vermelho, two of The LARGEST DEPOSITS IN THE WORLD.
These Globally Significant Tier 1 projects provide HZM with a SCALEABLE production profile of ** ~50,000m/tpa ** Critical NICKEL. This positions HZM in the TOP NICKEL producers GLOBALLY.
ARAGUAIA : STAGE 2 @ US$28,000/t Free cash flow over LOM (after capital payback) ** US$9.96BILLION **
Now look at Vermelho, 46kt/yr nickel and 2.8kt/yr cobalt a year for 40 year mine life @$25k/t Ni and $50k/t Co is $1.3bn/yr revenue or ** US$52 BILLION ** over LOM. NOT PRICED IN!
Today's price point is just the beginning of the real rise. This is where the risk averse can really start to buy in, institutional or others. Expect a substantial rise from now. FACT !!!
Look At The Facts …. They Are Clear For All To See
Open Your Eyes To An Amazing & Exciting Journey That Is HZM
Only One Problem
“YOU HAVE TO BE IN IT TO WIN IT “ you really do
It Doesn’t Get Better Than This
LISTEN TO THOSE WHO KNOW :
Philip Clegg, Portfolio Manager of Orion, commented:
"Orion is extremely pleased to cornerstone Horizonte's latest fundraising with a total commitment of US$150 million. Subsequent to our US$25 million royalty investment in 2019, this is our second deal with the Company and demonstrates our confidence in and support of Horizonte's quality projects and management team. We look forward to furthering our partnership with Horizonte as Araguaia is built and Vermelho advances to construction."
Karim Nasr, Chief Executive of La Mancha, commented:
"Our investment in Horizonte represents La Mancha's first direct investment into the base and EV metals space. Throughout our extensive diligence, we were impressed not only by the quality of the assets, but also by the team and the very high standard of work carried out to date. La Mancha was attracted to the organic growth potential, coupled with the longer-term nickel product optionality to sustainably supply both the stainless steel and battery markets. We are honoured to be able to support Horizonte's team and look forward to the journey toward becoming a globally significant and responsible nickel producer."
Maybe Wise To Listen To The Enormity Of What Is HZM
https://www.brrmedia.co.uk/broadcasts-embed/61a0a1f101f64806158e9b2e/horizonte-minerals-funding-package-for-araguaia/?popup=true
Good luck all with your investment decisions, but remember one thing, this is not the end, this is the beginning of The Best Investment Opportunity Of Our Lifetime, CRITICAL NICKEL is only going one way and what do we have Loads Of ?? Critical Nickel, YES.
THE FUTURE IS DEFINITELY BRIGHT
THE FUTURE IS A FULLY FUNDED HZM !!!
Right Place ~ Right Time ~ Right Resource ~ Right Now
Traditional project finance package
2 Cornerstone Investors
Orion &
La Mancha who have a track record of building value in a resource space.
Glencore an existing shareholder
10 Year Off-take Agreement at prevailing Nickel Market price NO DISCOUNT!! (as previously suggested by some holders)
Funding package broadly at CAPEX + Inflation, interest to be paid during construction period, lenders required a cost overrun which has been built in Very Prudent, flexibility built into the finance package with competitive interest rates so HZM DO NOT need to come back to the market for further funding ( going back to the market as other companies have done (e.g SXX) is challenging at best , HZM have removed any doubt , We Are Fully Funded / De-Risked to Full Construction With Plenty Of Contingency Built In) It really doesn’t get better than this !!
Essentially Viewed As An IPO - This is the Beginning (not the end)
Value of our assets is over ** US$4.5 Billion ** current MCAP £110m ??? Future Value £1.50 we are at £0.066p any guesses where we will be in the coming - Days - Weeks - Months - Years, maybe draw a chart & visualise it for yourselves, it’s pretty obvious from where I’m sitting. I’ve never seen an IPO sit at its IPO price for longer than a few days …… (time to digest)
THE RE-RATE WILL HAPPEN MUCH QUICKER THAN SOME WOULD HAVE YOU BELIEVE !!!
DAYS - WEEKS - MONTHS
HZM own 100% of these 2 Tier One Projects Valued At ** US$4.5Billion ** yes seriously, look at that figure!! Current MCAP £110m lol lol US$4.5 BILLION ASSET VALUE, still not convinced?
This is basically being viewed as an IPO , so this is where the Journey Begins not where it ends as some would have you believe?
Look at the Asset Value and MCAP - that alone should give any investor, educated or not the obvious discrepancy & the projection of travel, the noise at the moment is just that.
POSITIVE SENTIMENT DELIVERS POSITIVE RESULTS …. FACT!
Unfortunately we are hindered by some long term holders who have taken up arms against themselves and their investment.
"A person who doubts himself is like a man who would enlist in the ranks of his enemies and bear arms against himself. He makes his failure certain by himself being the first person to be convinced of it."
By constantly doubting your investment in HZM & constantly projecting flawed negative sentiment about the Enormity & Achievement of the US$600m+ project finance deal, you have made your failure certain by being the first person to be convinced of it, hence you have sold up all or part of your investment and now it sickens you that others will now profit as a major milestone has been reached but one you have convinced yourself is a bad deal, yet you couldn’t be further from the Truth. Move onto your other investments and start your process again and leave us at the Beginning Of Our AMAZING Journey with a massive imminent re-rate.
Maybe Wise To Listen To The Enormity Of Wha