Member Info for Ant1986

The negativity is hilarious! "What about the other 50%" glass half empty seems to be fitting!!

$23k

Essentially, when you look across at any other company with 50-60kt output per year (and I get we're not there yet) the valuations are light years from here.

V has a 38 year lifespan and A at least 10.

The price is crazy for a company with finance in place and breaking ground.

It's like the market forgets about the buy backs and it's oil and gas. Mcap is still a total joke.

A bag or two has taken the company to £260m.

Once the metal is coming out and sold, the sales on a PE basis mean it should trade at $2-3bn.

There is a huge gap to close before production!!

I'd be amazed if this didn't double or treble in SP terms before first metal. And I'd say that's rare for a stock you can actually seriously invest in on current fundamentals and potential.

Looks interesting today?

In the making. That's why I cannot get my head around the price. So many green shoots and near-term catalysts. This is the home straight.

Again, unfortunately, it's why I think it will get bought out too. But I guess several big players hold most of the company already. Perhaps a concert will form, who knows.

Especially this...

"Project development work is running in line with the project execution schedule with a significant ramp-up in activity expected over the coming months as we move into the dry season"

Meaning we should hear/see the project really come to life.

Glencore must be talking to partners to buy this out now. The hard work and risk has gone. That's when the big boys always strike.

Going to actually invest here now and wait it out.

There isn't a Nickel miner of our size under a $3bn mcap.

Due on Monday?

Reading some splitting of hairs this morning, it's the macro picture, nothing to do with Capricorn.

Miles under value still.

The other positive here is that it's basically a specialist situation stock due to asset sale. Should hold up, regardless of wider market.

The main reason I wouldn't worry too much here because there is a bull case either way, oil up or down.

Think it has further to go personally, that £3/3.50 mark is possible after sale.

In 2026 HZM will be making revenues of $1.4bn per year!!

Joker.

Ha-ha, thanks, hope you can buy some new office furniture :)

£15? :D

Sorry to go on, but this could bag every quarter until first metal, because by then it's as good as a $12bn revenue pair of mines. And that's at $21k!

So a £2bn valuation isn't exactly dreaming!!

I mean, have investors got their head around that this is actually happening and that Glencore doubled their holding last month?

This is so rare for AIM I cannot quite believe the price. I've followed the company for years but have never been bothered by it. It's now just two years aways from what looks to me a 10x rise (being very cautious!)

Although it looks as if it's tracked down with the Nickel price, the project is suppose to payback within two years at $21k (from presso in Feb).

Given first metal is just two years away, there is 8 years of 60k tonnes or $5bn. This is totally in the sweet zone for a buy out now. No way will the big boys leave us to 8 years of huge dividends. Currently trade at just £250m!

Reckon I got this right when I called the bottom? 103/4p from memory? :)