Member Info for billyrvalentine

Worth a looksy (apologies but just read 88E RNS) …please disregard if not of interest and gla…hoping HZM really takes off from today …onwards and upwards…

What does the future of Lords Group Trading look like?

earnings-and-revenue-growth

AIM:LORD Earnings and Revenue Growth October 14th 2023

Future outlook is an important aspect when you’re looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Although value investors would argue that it’s the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. With profit expected to grow by 40% over the next couple of years, the future seems bright for Lords Group Trading. It looks like higher cash flow is on the cards for the stock, which should feed into a higher share valuation.

Rat boy…. It’s called the start…what would you like me to post…b s? I’m merely highlighting a positive and if you are so negative, short it and get stung heavily…

They rate this company “According to our live Forecast System, Horizonte Minerals stock is an awesome long-term (1-year) investment*. "HZM" stock predictions are updated every 5 minutes with latest exchange prices by smart technical market analysis”.

https://walletinvestor.com/lse-stock-forecast/hzm-stock-prediction

Header..seriously…what precisely are you trying to prove? The SP will fly…forget all the headwinds…the assets are significant and for a company who owns these assets with a market cap of £55 mil…is simply bonkers. If you are invested gr8…I suspect not so perhaps either invest or stay silent. Thank u…

You just know when sentiment and panic is over…brokers are now firm buy recommenders of HZM. These genuinely are exciting times…the numbers and revenues are massive…no more predictions but I really expect these to rise beyond 50p this week…it may sound extreme but the business plan is sound and the finance will not be a problem…

Https://simplywall.st/stocks/gb/capital-goods/aim-lord/lords-group-trading-shares?utm_source=braze&utm_medium=email&utm_campaign=Portfolio+Update%3A+Weekly&utm_content=Email

Pickepeck 14.17…great post.. brilliant comments. Plan and simply put the 1st mine is so close the major players would be bonkers not to fund.. this is going to fly.. your remarks today have been excellent!

Pickedpeck - thanks for that. Huge capacity…. I think this is going to take off as the enhancements to production infrastructure and independent review should be the driver and assurance for additional funding thus allowing them to draw further on the senior debt facility and get Araguaia established and functioning. Good luck…I’m really bullish with this….

Legin252 - I genuinely feel the same when I looked at this again. It’s a massive venture…they’re talking with the two mines a capacity of 60000 tonnes per annum. The maths is scary in terms of revenue @$18k per tonne.

Website reminder

Horizonte Minerals is a leading nickel company that is developing two, tier one projects in the Pará State, Brazil. The Araguaia ferronickel project and the Vermelho nickel-cobalt project are both high-grade, lower quartile, long mine life projects. This portfolio provides Horizonte with a scalable production profile of over 60,000 tonnes of annual nickel production, positioning the Company to be a significant global producer. As a critical component in both stainless steel and in electric vehicle battery technology, nickel is a key enabler of the clean energy transition. As a member of this sustainability driven supply chain, Horizonte is committed to the ethical, safe and responsible production of low carbon nickel products.

Https://horizonteminerals.com/uk/en/press-releases/2023/construction-update-for-the-araguaia-nickel-project-3/

Funding and senior lenders visit to operations;

As of 30 September 2023, a total of US$429 million has been spent on construction at Araguaia.

As of 30 September 2023, US$215 million has been drawn down from the senior secured project finance debt facility of US$346 million (the “Senior Debt Facility”). As of 30 September 2023, the Company had total liquidity sources of US$253 million comprised of US$131 million undrawn on the Senior Debt Facility and a Group cash position of US$122 million. Of the Group cash position, US$93m relates to the project to cover current construction activity and working capital which includes the full draw down on the Cost Overrun Facility of US$25m as well as US$5m cost over run equity. The cash balance is committed to near term capital expenditures. US$16m of the Group cash position is segregated for the development of Vermelho with the balance of US$13m spread amongst other entities for the ongoing running of the Group.

The remainder of the undrawn Senior Debt Facility of US$131 million is intended to be used to fund current project capital costs, and in order to draw down on the Senior Debt Facility, all conditions precedents must be satisfied including a cost to complete analysis. With the estimated increase in overall Project capital, the Company is working closely with its senior lenders and its cornerstone shareholders on a financing solution to solve the funding gap. The Company’s objective is to put in place a financing solution which will satisfy the cost to complete requirements and thereby allow the Company to continue to access its Senior Debt Facility.

The senior lenders and the independent technical engineers were on-site on 4 October 2023 undertaking a review of construction progress to date.

I was given grief by a fellow poster about ramping. I have never ramped and stand by my genuine beliefs that this company is going to make its shareholders very wealthy….the assets are huge and the remaining finance is small stuff when considering the genuine asset value of probably $6bn? Looking forward to 50p in a few weeks as a starter…

It’s frustrating not to get regular updates as the lack of information allows MMs to unjustly price this down as ultimately the spread allows them to profit. The trust value is not reflected inter current SP but the market is a nonsense in itself……demand vs supply = volume = spread = MMs profiting regardless!

Trading update confirms resilience and growth in difficult market. They continue to refit and add new stores to the portfolio…145p not far away base on profit forecast of £48m pre tax…

Hazbeen…no you are wrong. Why do I need to ramp? Never have and never will do…stupid school boy remark. I believe this situation will be fully resolved and the deal is done. Save your childish remarks for kindergarten…thanks

I’m waiting for a current trading market update which I expect will be positive followed by the next acquisition. The company is well positioned and revenue growth and improved margins will see these strongly rise to January highs once the markets actually wakes up and understands the difference in there operating model compared to the likes of TP…. Target SP of £1+ By analysts but realistically 80p is a good year end number for me…..

News is overdue. Massive value in this company and I agree it won’t be sold on the cheap. There’s at least £10 value in these shares through the life of production…. The extra funding of £75mn? Is agreed…a no brainier for major shareholders who want the cornerstone investments covered through a share rise…a few RNS on way….expect these to sharply rise and by the eo Nov, 60p…. Gla, the maths is simple when you have Nickel reserves waiting of US$6-8bn….

It’s coming……

This is yet another massive opportunity for business growth and revenue generation…. More to come…expect 30p in the coming period

Everything is moving in the right direction other than the SP. As the positive announcement re funding and cost estimates for enhancing and more importantly providing and implementing appropriate risk measures to protect the long term goals for the company and investors, we will see significant value return and and surge in the SP. Whether equity is issued (there should be an element (but I suspect an underwritten rights offer) plus secured loans, the priority will be to finish the physical elements on the ground, get the safety certificates and start producing. The feasibility report for the 2nd mine will no doubt interest cornerstone and institutional investors but for now phase 1 is where the revenues will repay debt and enhance equity values. THE NEXT RNS I ESTIMATE WILL BE FORTHCOMING BY 22 NOVEMBER…. GLA…expect the shares to rise to 30p pre RNS as equity pricing needs this to be the case….