Member Info for AIMtodeath

Still think this HZM is a price to sell at?

That is still a disservice to existing shareholders if in the open market Nickel Mines paid 29p (discounted) for something similiar to Araguaia. So even 15p is 50% discount on a already discounted price.

Crux is a complete idiot if you ask me and should be given a wide berth.

Since Covid this has been evident for EU and US. Supply chains were disrupted and protectionism of an industry is possible. If things go south China can still build and sell EVs.....everyone else....well good luck. US has put certain additional battery metals onto their 'Critical Metals' list to stop their materials leaving the country essentially and losing out to China. EU is creating it's own lithiun/battery market to protect it's lucrative car markets.
SE Asia is full of corruption, poor ESG, run by Chinese and open to Tropical storms, earthquakes, tsunamis and volcanoes.....We are quite safe from those risks in Brazil.
Think the exact thing you might have read was more towards 'rare earth metals' needed for the electric motors.

As much as the delay to Finance is a pain and some people see a weakness in that, every day the Nickel story improves, it hits new highs and cements this project as being a no brainer and every deal gets better in HZMs favour. Banks looking at ability to pay back loans, offtakers seeing supply tighten and want their slice of the market guaranteed, and equity cornerstone having to realise the wealth creation here and have to pay up for it....plus GBP playing ball too. You know the difference between a Brexit (weakness pre Xmas now gone) 1.2 to $ vs 1.38 now.....110m shares that does not have to be raised on a $100m equity piece. That is significant in itself. Although pre xmas was around 1.33 so still better off if not by much. Dec 20 started at $16k Nickel spiked to $18k and ended $16.5k. Bank Madate started in Aug at $14k (right on DFS value) they look now and go damn that is going to print money. If it had dropped to £12k think of the questions...... Brazilian Gov and Banks supposedly looking to send out development money post Covid not suggested pre Xmas. EV narrative better daily, Biden Green Revolution in US coming since Xmas. Apart from another Black Swan how does one take profits here and not see multiples still to come? Maybe they just don't see news for 4 weeks yet an dlike to chase the most recent twitter pump...... Vermehlo drops out of the blue it will catch out some for sure. Dark horse that Vermehlo, may show it's hand before finance. Heck even HZM could be delaying it knowing they are cash rich and can make offtakers and equity sweat for it?
Super cycles being pushed by every industry advisor group and financial institution. Elon demanding Nickel....

It is a story dreams are made of.....yet the AIM market is fickle....

New daily 6 year end of day highest finish and just shy of the highest intraday in 6 years. Only one other day beat it and was Indonesia spike last year.
Hope it touches $19k get those sellers thinking twice....

https://www.reuters.com/article/portugal-economy-eu-funding-idUSL8N2KM3PP

A person of few words...... There is so much going on in the lithium, battery and EV space at the moment, think there are loads of reasons to divert your eyes to options, though some might have done more reading around at other options and spread some love.

No, this was naked selling by the top slicers and trading crews.

Defying most other indicators.... Set for highest END of day finish in 6 years.....

I did email HZM and ask why they don't engage in PR on the days the share has had a good run to cement that and improve volume to rotate out sellers. They don't seem to mind were the SP is, which if the finance is agreed at X price seems logical but they still need to be mindful of sentiment in the market and reward holders when they can influence price.

Just what Driveby Shooters need....

All too predictable, but I wouldn't give up a small trade for the end goal.

'In January, remember, the Minister of Environment and Climate Action, Matos Fernandes, reaffirmed “Really want” that Portugal will have a lithium refinery, with many municipalities already ready to receive it.'

https://primetimezone.com/business/portugal-and-spain-will-create-a-lithium-industrial-chain-on-the-border/

Someone deffo has a thing for 10p!

And an asset added to a major will be properly valued. So buy a junior at a discount and get real value straight away, were the junior was valued at 10% of it's real value. all relative.

They don't pay for the mine build from cash.... why tie up funds you can borrow? Thwy eill fudn the 'equity' part from cash as they would not get 100% funding.
Also why pay a lot of money for a mine that may not get financed, when pay a bit more post finance and get it. RPemium worth the wait. You can also hope a junior struggles for finance and swoop.
10 years a go big miners paid premiums for everything lock stock and barrle, I think they are more cautious now, slowly take a slice and or sharing the risk across a group of companies. Glencore is in the trading commodities business, taking 100% of HZM nickel and making money on the trade is good income without the mine risk. Partner in holdings, advice, backing and offtaker is a good position with less risk.

https://www.mining.com/nickel-demand-for-evs-expected-to-shoot-up-in-the-next-20-years/

https://www.mining.com/nickel-price-at-highest-since-2014-amid-growing-ev-battery-demand/

It could take a week to break, still some trading out to be done it seems.