Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Such a terse reply from someone who absolutely appears to know everything
Imagine a whole board full of just you-very lonely place
I am pretty sure that this is being manipulated by one or more parties-have been in the game long enough to think that
What I am not sure about is why
Wrong; Fesability on a2 will be first so they can use it in the funding round. That way Glen can buy it for 100m$ and hzm doesn't have to worry about the massive increased debt burden it will cause while claiming to be the champion because they still hold 100% of the (uneconomic) vermehlo.
Yes, i'm probably wrong but it's more likely than your 67p and at these levels it does protect more value than a significant dilution.
With progress continuing at A1, funding to be confirmed imminently, today will see increased volume and an upward trajectory. RNS today and the 67p target will be breached… it has been a quiet week so far…but positive news will see lift off…happy Friday to all the longers like me!
Https://moderndiplomacy.eu/2023/11/09/indonesia-and-nickel-tracing-the-path-of-sustainability-through-esg-implementation/amp/
ESG is here to stay.
I think you are very wrong about ESG. Currently most of the demand for Nickel comes from China, much of that is for stainless steel. They own the smelters and do their usual thing of generating over supply which dived the Nickel price. They don’t care about ESG. However in the west companies like Tesla are refusing to buy from the Indonesia suppliers, instead signing with Brazil and some US nickel producers. The reason for this is ESG. As EV production in the west ramps up the demand for responsible mined Nickel will increase. Companies know that customers buying electric vehicles are much more ESG conscious and don’t want them manufactured with components from big polluting mines that are cutting down rainforests, poisoning rivers and putting people to work in horrible conditions like in Indonesia. I’m not saying it the only reason for finance. Primarily the mine has to make business sense, which it does, with great expansion opportunities, highly efficient with low costs. That’s the main driver. I’m just saying that over supply from Indonesia should not be a reason to not finance because ultimately it will be differentiated. Check the introduction of the Nickel Mark in 2022. This sort of thing is even more important in Europe than it is in the US.
Good luck holders
HaHa, are you sure it's Bridgedog that is transparent ?!
But I did ;last Friday Bridgedog - I did exactly that a scalp. You probably got in at 20p thinking this is it breakout and you were left holding the bag mate. Which is why you are posting articles about nickel now trying to pump it.
So transparent.
It's obviously nice to see positive statements on future Nickel demand and price expectations.
I don't imagine anything will really shift the dial on the sp currently though, other than the actual funding announcement or the FOMO in the lead up to the announcement.
Once that is out of the way, and personally wouldn't expect that until the end of November, other factors will come into play. Hopefully the funding revised package will still include some healthy contingency on the actual cost to alleviate any fear of further placements prior to production and revenues. For no particular reason I'm anticipating a circa £250m requirement so would like them to ensure access to £300m is available.
Interesting article. I liked the key point that 'new projects in safe jurisdictions with a clear path to early production well positioned'. Does that sound like any company we know?
Https://www.cruxinvestor.com/posts/nickel-price-rangebound-but-strong-demand-growth-in-q1-24
A fairly bullish article on Nickel prices. Interesting that Indonesia could be announcing a pricing mechanism as early as this month that could reduce supply.
So you’ve been posting daily on here for months when not invested just for amusement? Also fir opportunity for a quick scalp, but then when it happened you missed it? Sounds like time well spent. You know we will all die at some point?
If an opportunity like last Friday's pump presents itself I will go in for a few hours of a trade. At this stage this is all HZM is good for. A quick scalp nothing else
It's a bit if amusement for me bridgedogg - I like observing the psychology of rampers, hopefuls, de-rampers, the naive, the rude etc. and chip in.
I day trade the indices. This board provides a bit of light relief when I wait for conditions to enter a trade. You'll know I am busy with a trade if I am not posting here. I enjoy watching hopefuls and dreamers making endless scenarios about what may happen and really laugh when it blows up in their face. They get so hooked up in a story and an understanding of fundamentals and they totally miss the fact that the market is governed by greed.
All you need is to understand psychology and know some basic TA and market structure. And yes I do believe this whole debacle was engineered. Because if it wasn't huge problems like that would have surfaced earlier and fore warning would have been given. Someone sat on it....
What I don’t understand about contrarian is if you’ve shorted from 130 to 75 why are you still here posting more than anyone else? Can’t you see that’s a bit strange? I can only assume you are now looking to buy in which means your posts have no credibility.
You did say “I will chip in with my conspiratorial views. This is no incompetence. This is a great resource and all of this has been engineered so that one of the big players picks it up on the cheap. My belief is that this was always the plan. Happens all the time.”
Imagine spending your time posting on 2 shares you don’t own, with no effect. I know my post don’t have any impact on the price but atleast I’m a holder.
Yes I know about Buffet quotes - They always come out when the proverbial hits the fan. last time here they were quoting me the "Be fearful " mantra was when I was shorting circa 130p
A saying I believe you are familiar with “be fearful when others are greedy and to be greedy only when others are fearful"
We are at the fear stage
I love the sea air.
Sorry you aint moving out of the caravan anytime soon lol
So why you here. Just go. Do us all a favour. Set your 15 p limit order. And get a life. Cheers. The funding is coming. And you know it. Gla
Whenever I see phrases like "Sellers out", "Volume rising", "It's oversold", "It's undervalued", "I topped up at these prices", you know the PI's are getting desperate. People volume has risen slightly after Friday's pump and dump. Nothing to see here apart from desperate late scavengers who in their naivety have probably picked up shares at 20p hoping for a breakout. AIM tactics are so clear to see.
Indeed. Good to see since its way oversold and undervalued at this point.
I got my average way down now too so hopefully brighter days ahead for us all.
Says it all. This is going to be a interesting end to the week. Gla