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It Really Doesn’t Get Better Than This
Probably The Best Investment Opportunity Of Our Lifetime.
Only One Problem …..
YOU HAVE TO BE IN IT TO WIN IT
LawrenceH it looks like you are whistling in the dark rather. What multiple do you think this share will be in a year say ? "A cost-competitive asset" is ridiculously vague .. I m more invested in lake resources .. suggest you all take a look there.
It Really Doesn’t Get Better Than This
HZM is probably one of the best investment opportunities of our Lifetime
The next few Days / Weeks are going to be extremely exciting
NEWS SOON
GLEN.
Just imo :)
My personal preference would be to not have a takeover.
I would want to have the 3 to 5 pence dividend. Which 3 million shares that would make a really comfortable retirement for me.
I am very confident there will be some kind of takeover of HZM. Time will tell if it will be certain assets or all of it. I would guess all of it as the majors have the money for it.
How dare a big and strategic asset be in the hands if a junior.
Your investment back YOY.
Without Vermelho.
Worth reiterating - that.
>> the outlook seems v good
StrangeAttractor - the outlook is indeed, once in a generation. Much, much better than v good :) Kind of like oil before it was a thing. Once the market wakes up - well Horizonte won't be independent but anyone investing now will have more $ in their pockets.
@Ivor
Well £250m EBITDA it looks like to me on C1 costs (I add $1k/t normally to cost in the DFS, just because). Then lump in CT, and that 8-10 year loan repayment. HALF of the EBITDA results in todays MCAP = 8p. But there will be more shares - how many more, lets go 2.5bn.
5p/sh net profit. 3p divi. 10x PE 50p. But for all of us investing at 3p, lets just have our investment back YOY thank you very much. I put £750k in, and happy with that as a return per annum once 2025-26 arrives. GLA
I think when you look at the list of lenders and the ECA's, it is heartening. And with that support behind us, plus the demands of the market (for nickel) , the outlook seems v good.
Good luck with your investments StrangeAttractor, I forgot to mention HZM just stuck a massive takeover target on their back. ECA finance is transferrable. This makes purchasing HZM $150m cheaper for any prospective buyer. Bids will come, and they won't be near today's share price.
LawrenceH - I am new here and invested in a modest way after some reading and research. Thanks for that useful summary - its very helpful. I think there's great potential here - but each to their own. Look forward to the journey.
Final few days / weeks until the last piece of the financing jigsaw slips into place for HZM - then we move into the most exciting phase ……
thanks for reminder still invested here
hope all friends are well
GLA
A Little Background For Newbies To HZM:
Horizonte Minerals is a leading nickel company that is developing TWO, TIER 1 PROJECTS….. Both 100% Owned By HZM.
The Araguaia ferronickel project and the Vermelho nickel-cobalt project are both HIGH grade, LOWEST COST quartile, long mine life projects.
These Globally Significant Tier 1 projects provide Horizonte with a SCALEABLE production profile of ~50,000m tonnes of nickel per year. This profile positions Horizonte in the top nickel producers globally.
Jeremy Martin CEO
“The offtake is advanced, we are in the FINAL stages of completion on that with a LEADING Industry player & also, we have a STRATEGIC Cornerstone Investor that we have been working on for last 12 months. We are in the FINAL STAGES of all documentation on that workstream.”
Jeremy Martin CEO
"With #nickel at $16,400/tonne, over the 20-year mine life, after payback of capital, we generate $2.4Bn of free cash flow - rapid payback and the key factor is low C1 cash cost."
Jeremy Martin CEO
“We are going to be sub $6800 a tonne, which is directly competitive with Indonesia, which is currently the global price point for nickel. Araguaia is a cost-competitive asset”
1. Araguaia is a TIER 1 NICKEL project with a HIGH GRADE Scaleable Resource.
2. HZM owns 100% The Araguaia Nickel Project, one of the LARGEST deposits in The WORLD.
3. HZM is ideally suited to supply the RIGHT PRODUCT at THE RIGHT TIME into the growing battery market - RIGHT PLACE.
4. HZM OWNS 100% 2 GLOBALLY Significant Nickel Resources.
5. Operating costs sub $6800 a tonne one of the LOWEST in this sector.
6. HZM have a massive takeover target on their back. ECA finance is transferrable. This makes purchasing HZM $150m cheaper for any prospective buyer. Bids will come, and they won't be near today's share price.
7. 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.
8. Now look at Vale's plan for 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 $52bn over LOM. NOT PRICED IN!
HZM is probably one of The Best Investment Opportunity’s Of Our Lifetime with a cost-competitive asset, one of the lowest in its sector …… $6800 a tonne & with Nickel At $21,000/t
Do The Maths
Right Place ~ Right Time ~ Right Resource ~ Right Now
IT REALLY DOESN’T GET BETTER THAN THIS !!!