Member Info for AIMtodeath

That is not spooking them, that is them offering you less to take more..... They won't take what they don't think they might get rid of. So for 2mill they go, yeah we'll take it but we'll give you 8.5p
What large constant dummy trades would do is make them withdraw liquidity because they sense someone wants out and well they are not in the business of doing you a favour.....ha. If you did it enough it can be construed as 'spoofing' to try and influence the market. Everytime you do a dummy trade you are making their computers do lots of maths to determine the possible order flow. It can be seen as screwing them about. Especially if you have RSP and you don't have the stock for the queries you are punching in....ha.

Nickel gets to see blue for a min.....

That is an interesting point Wasa..... Banks and debt is all based on Araguaia but equity gets the WHOLE company. I believe the ECA will be in the mandate but the Brazilian banks hopefully not and the offtake completely separate.

T/O will be based on market real values and recent transactions. Why would HZM sell for 15p if recently an Australian Major Miner has bought a project on a like for like basis of 29p for Araguaia alone in Indonesia!

I think with the recent sale of a Nickel asset equivalent to 29p for Araguaia alone a conrenerstone (given they would have competition) won't be paying a 30 day moving average. This is also backed by the fact that the copmany don't seem to be on a price increasing drive with the financing. If they were worried by the price then they would be massaging it more I would think. I am going for the higher of a 'minimum price' or 30 day average. i.e. the cornerstone has committed to a price minimum based on a real world valuation to be given the right to cornerstone or higher if the market so deems it so..... By not pushing the price actively the company are leaving it in the hands of the market whether it goes over the minimum. It may be conficting to the agreement if company was hard ramping to increase above the minimum.

You never know rainbow chasers and £1m Mcap oilers drilling 10% chance holes are still all the rage.... you could get there.

Sits down for the viewing.....

shares are revolving doors.....

Someone has just sold 463k! No offence to your trade but the knida money swishin around Aim for speculative plays on random movements in ARB/Bitcoin is astounding. People want FAST money, not well researched super cycle miners!

A lot of the miners suffering a bit. Some looking at the commodity price drops instead of indice movements. Commodities are under pressure from a strong dollar, nothing else.

Nice buying

I have already posted a deal done recently for the equivalent of 29p for Araguaia alone....

Probably having heart surgery over ARB fluctulations....haha

Raw ore shipping getting expensive too. Shipping rates through the roof at the moment. Why send in bulk at inflated costs? For Western countries securing product within their sphere is important the far east is a mine field.

Indices are recovering from the blip but dollar's strength is eating away at base metal prices.

4.2p ASK was the rotation.....didn't stay long.

https://businessmirror.com.ph/2021/01/28/domestic-nickel-processing-the-dutch-disease-and-the-sovereign-wealth-fund/

https://businessmirror.com.ph/2021/01/30/at-106-woman-among-earliest-vaccine-recipients-in-brazil/

Hi,
Nice dip in the price to get in on for sure.
HPAL has come on in recent years for sure and due to scarcity of sulphide as you say the future requires HPAL, it cannot survive without it.
There are some ESG negatives about 'certain' HPAL' namely in the Asian area that are powered by fossil fuels (coal) have wet tailings and sea dispersal etc. HZM power will come mainly from hydro, dry tailings and not near the sea. Costs are lower than many other HPAL options due to the significant infrastructure in place.

However for me this always remain s the ned goal of the investment and the icing on the cake, because do not forget that HZM is right now on the verge of being a stianless steel nickel supplier with an extremely valuable project in it's own right with Araguaia. This more than justifies the Mcap with the HPAL (Vermehlo) not really featuring in the price as yet. If it was just VErmehlo then there would be questions over raising that kind of capital as a junior, but by getting Araguaia going the company will be a producer with a realisable asset and raising money int he future or borrowing more comes a LOT easier. Real monetisation in Vermehlo will start once the company as the means to take it forward either by generating it's own income as a producer or earlier with a partner to catch the beginning of the EV super cycle demand for Nickel and have a sort of first mover advantage. The company as stated this is the first plan. There have been 2 EV Nickel tie ups in Indonesia just lately and a M&A in the space, so it is hotting up and car/battery OEMS will be looking to secure long term supplies from the Chinese going forward, especially after Elon's comments. He has forced them to think about their supply to fullfill contracts.
To note Vermehlo could be another stainless supply in it's own right so not a one trick pony. If you see the future as Vermehlo bear in mind that in the tinerim Araguaia is going to raise the SP and Mcap significantly in the meantime. The clock is ticking on the financing.......

After lots of mistakes in the past accepted the phone has bad habits. Reset your keyboard dictionary to start again.