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One had to turn up didn't it ! "I'll give you a run down" Blah,Blah. Oooooh I can't bloody wait.Your self-important, self-opinionated viewpoint will determine exactly what I do ! (not) Take a holiday ST
“ Once the funding package is released, I'll give you a run down of what the fully diluted position will look like”
That’s excellent and if you can point me to what time the 10 o clock news is on that would also be helpful thanks.
No I don’t think CB will be used - your talking about a debt for equity swap before we’ve even taken on board any debt ! Hence the ludicrous and quite frankly a beginners attempt at a deramp/ ‘opposing’ nature of your post. It’s very very amateur and to be honest quite frankly embarrassing when your surrounded by pretty knowledgeable smart people on here. There’s zero need nor interest to entertain getting into a debate with you because with all due respect you shot your self in the foot at the first hurdle and showed your true understanding in these matters. ATB
ST - when you begin a thread highlighting an Upcoming debt for equity swap it’s pretty evident why no one really wants to enter any sort of debate or discussion with you because it would be a fruitless and pointless exercise.
Probably posted here already today, in addition to Wasa's last post, this for the benefit of Saint Tropez from Twitter:
https://twitter.com/BigBiteNow/status/1419953503099830301?s=09
Keeping it simple.
3bn shares $3bn npv (to keep maths simple) on the two projects factoring vermelho isnt wholly owned any more but nickel well north $20k/t is around 70p/sh give or take depends on $/£. 30p is then trading at 40%ish of npv. Cleqrly we disqgree on wventual shares in issue, but I got time very happy to wait till nickel $20-25k/t. 5years if it takes it. Fwiw I happen to think the jv partner will build a bigger mine at vermelho OR takes the whole co 30p+. 30p is minimum and I think I will see it. Gla
I don't think you want a debate ST you want to ram the figure of 3p down everybody's throat. For whatever reason.
It's a figure you've pulled out of the air though and well out the range of any serious guesses. I give it as much credence as I would a figure of 12p.
I'm going with my gut, and it's telling me your playing games and trying very hard to control the narrative.
Wasa, I'm in agreement. And that's from someone very cynical about PI AIM shaftings generally.
Bottom line is what hand u hold and what's financiers hold. EV bandwagon, S/S, Ni price, it's all going going north. Who wants in? For any Poker players, pure poker at play here.
Agree pi ranks below ii (we saw it at the last raise). But the 'cornerstone' here has strategic interest and ia underwriting the whole thing. That means they gwt first dibs. They want in. That means, within reason, horizonte can name their price. I think the market and other ii will be disappointed here. We dont think endevour approached.every mining major to secure an investor? For two tier 1 mines with lowest c1 cost? Proditable at $12k/t? I think you are badly underestimating horizonte's hand personally. But on the off chance we see 3p I will say chapeau you were right and eat humble pie. But my view is we will see 30p before we see 3p. Oh and welcomw back jd!
Gut instinct is of course the one thing that investors and traders should not rely on. As it means nothing.
ST you write interesting posts, u know what u are talking about so I am respectful.
But i have to say this 3p thing is wide of the mark. We're not here to make overnight banker millionaires. Conversely, would u want to be the bank exec who passes over the EV Teslas commods bandwagon?
My alternative view is that when I discussed the funding situation with a director he told me different things to what you are saying. So we can agree to disagree - I am going with my view that the fd knows his onions. All imho, dyor and only invest what you can lose and all that carp. Think we will be pleasantly surprised. 3p ondeed - and teck glencore and cannacord (latter participated at 7.5p) all take it on the chin? Amusing....
I lost you when you said they would raise at below the last BOD option price of 4.8p. Not happening. I have it on pretty good authority. The reason it is 'delayed' is there are many 'tier 1' participants at the table wanting a slice. The bod are quite rightly taking their time picking the creme of the creme. All imho.
I'd like to see some of Aldi Fake Tans calculations as well in terms of how much they think needs to be raised by way of dilution. Actual number of shares and dollars etc.
Lets see your workings, it will be more helpful than vague warnings and contribute to the debate you seek
This is a prediction I read earlier today
"and normal service is resumed once Mr seller steps back on the gas a bit later on today."
My eyes are also wide open.
https://masterinvestor.co.uk/equities/horizonte-minerals-very-long-term-investment-opportunity/
I remain invested, divested some to Rambler, that had its interesting moments and a few others.
Eyes wide open here, you could be right, my best hopes could be right, or we may meet in the middle.