The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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>>Lol I wouldn't know what to do with an amount equalling your initial holding
That's really easy Flavourshaker. Invest it in Horizonte of course....
Lol I wouldn't know what to do with an amount equalling your initial holding never mind multiples of it Wasa!
I'll take anyting over 35p for you then..... I sure as hell need it!
I’m sure you would, lol
If it happens to me with Horizonte it'll be because I sold at 35p before it went to £1.20. But I won't care about it by then because 35p x holdings is enough, I wouldn't know what to do with any more money.....
i've told way too many of those stories!!!
Dogberry I will put you on the list in the right place when I have your estimate! It's a placeholder. I would ask for a range but then it gets more complicated if we have new entrants which intersect the range.
share trading is a bit like fishing (for any fishermen out there). It's always the one that got away that bugs you the most (but also gives you the best stories with your mates in pubs).
Horizonte for me will be the one that didn't get away :-) Determined about that.
Wasa
I see you have put me on the list at the low end with question marks. I am certain I will be a much higher than that even without knowing for sure about Teslas plans.
pickedpeck - I thought I'd played it smart walking away with around £250k Barclays at 90p sold. Course they hit £3.50 odd later that year (2009 I think). At that time (and still now) that would have been life changing sum and I bottled the rise and took profit.
Picked peck,
Fair enough, just felt that JM, wasn’t really saying too much on Vermelho near term and think the world is reviewing the EV market in general.
Suppose it’s a question of interpretation. We are at the business end of the timeline for Araguia so a lot will be happening, even if it’s behind the scenes. With Nickel steadily pushing upwards we may get some support on the SP as we wait.
The range of SP suggestions for mid Sept is great fun, but still hope Luke wins :))
One other thing to note. The increase in EV demand automatically increases the value of Araguaia as well as Vermelho. Nickely that would otherwise have been directed to stainless will be getting pulled into the battery makers creating a squeeze on stainless supply too, its not like stainless demand has reduced whilst EV has gone up.
Nthoftheriver - I thought JM said in the latest video that they had received inbound interest in Vermelho but didn't have to sell? I haven't looked at the video (still working class...) again to check.
When I put 6.9 up I thought I was being very optimistic... Near double from here over the summer months is a steep climb and dependent on news. If the news is good then 6.9 may seem cheap, if its delay or excess dilution to meet a timescale then it may seem very high. JMs comments on (still) planning to start construction this year clearly imply that he believes a deal will be done in Q3, finance landing in Q4 would be too late to start build this year. The fact they are already issuing tenders and accepting bids for work is also an indicator they expect to be done within a quarter. The companies I've worked for generally apply a 90 day validity for any pricing in response to an RFP, so if they are issuing about now then they need to be awarding contracts no later than September.
I have a feeling this is a lot closer than we may expect. The video felt like a way of delivering a message to the groups negotiating finance, I don't think he was actually pitching for anything or trying to attract new investors unlike the other companies presenting.
Wasa - been there on the selling too soon front. Around the turn of the millenium I bough Arcadia in the middle of the dotcom boom for 40p share, and patted myself on the back for selling at 55p. I made enough for house deposit out of that. I was a bit sick when they sold out about a year and a bit later for 360p , I'd held enough to not need a mortgage let alone a deposit if I'd not sold.
Nthoftheriver,
I agree. I've been invested here for the best part of two years and throughout, have thought that Vermelho was the more important time wise in the sense that the EV market has been gaining pace and now more than ever. Also with climate change. It could also prove to be the lynch pin in financing Araguaia. We will have to wait and see, there are several possibilities and definitely, exciting times ahead. ATB
Have to say I totally agree on the Vermelho project having greater influence on HZM in the near future. JM suggested it was later timescales, but that smacks of not wanting to say too much.
New Director with a view to looking at opportunities.
EV market is hotting up faster than timescales implied I reckon only last year judging by the Car manufacturers ramping up new EV lines.
Indonesia still stopping exports.
Lack of investments due to low Nickel prices and probably will stay that way for a while, unless you have a mine with a low cost base, good yield and reasonable mine life. Think we’ve got one of those.
Since we live in interesting times, wonder if the Chinese would be interested in us. Lol.
>.manufacturers
by which I mean of course car manufacturers. Tesla etc win from CV is my belief.
For me Vermelho news this year would be a gamechanger because I wasn't expecting it. It may just have become more likely for two reasons:
- CV and
- CV
CV has depressed the wider market and nickel prices so Horizonte may need to leverage it to get deal done on Araguaia. CV has shut down oil demand and cars generally and manufacturers and countries have used it to review their plans/policies on the way forward. All IMO.
??? Dogberry101
??? AIMtodeath
4.7 AnimalSpirit
4.8 600Thieves
4.9 wasarunner
5.5 chrismar
5.8 UncleJohn
5.9 owlo
6.0 ngnInv
6.1 Harkin100
6.4 Gower7465
6.9 pickedpeck
7.1 D220
7.5 Shellbay
8 Thechukkers
8.2 craigieboy1
9.5 Nthoftheriver
10 Harry_Ore
10.7 Caledonite
11 Flavourshaker
11.5 Finleyboy01
12.8 ihowells
12.9 Scotsknight
13.3 Qualia
14.26 fulmar29
15 djryan777
16 westie50
16.5 Worzel7
17.5 silkworm
21 SeanT1967
23.1 DickDabout
25 FiremanSam1968
32 Ivornomoney
40 Luke2
And I'd like mine the day after :-) think you've missed the point Dog.Have a guess now,with the info you have now,it honestly doesn't cost anything.
I'd like to put my prediction off until the day before.... ;)
Greetings all Wasa seems to have started something with his sweepstake predictions. I will hold off until I know the details of Teslas battery plans due to be divulged in a virtual presentation very shortly what will be said has been widely and in some cases wildly speculated about for several weeks,
What I expect will nothing short of earth shattering. My predictions are not one new battery but at least 2 and maybe even 3 one will be a new Nickel Aluminium (possibly with a very small amount of Cobalt but hopefully not) million mile high performance battery with tabless electrodes and larger format it maybe cylindrical perhaps 40mm x 70mm with a dry coated electrode it might just possibly be prismatic instead, either way it will be significantly cheaper and easier to produce than current 2170 batteries. The second is a Lithium Iron phosphate battery that will be used in lower performance vehicles and battery storage for power walls and grid size batteries this will be a really cheap battery to produce. Last there may just be a new solid state battery with a glass electrolite which will have have outstanding specifications.
Oh and there should also be information on how the company will ramp up production of batteries from about 35GWh a year to 2TWh per year by 2030; and whether Tesla will be getting into mining to ensure supplies of necessary raw materials in particular Nickel and Lithium.