Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I don't think the Japanese made a mistake focusing on hybrids, hydrogen i don't know, but hybrids are a the perfect vehicle for rural and very cold climates like we have here in Canada. a fraction of the battery size and it can still meet the average daily commute. The petrol option is needed for long distances and i cold extreme weather where power outages are common. I think there will.be a market for more than one vehicle type. The hype around full EVs will come back to earth when some real world limitations become too big to ignore. The grid infrastructure alone will take some time to transition and that's in developed countries. I actually first bought HZM because of the nickel use case in the upcoming infrastructure blitz that has been delayed for too long. HZM long
oil and gas are going nowhere for decades. 2030 2035 is just around the corner. look what its taking to build this 1 mine, with all its ESG credentials. You think in 7 or 12 years we will have the material resources available to build out a new grid , worldwide Ev fleet and new renewable power generation? Be real. the idiots in power on this side of the pond are struggling to define what a woman is these days lol.
I agree completely, the net zero sham by 2030 2035, is not going to happen. Here is Canada we can barely maintain roads, let alone build all the mines and plants and infrastructure required for an EV transition within 10 years. I like Hzm because of the project and jurisdiction, but this whole obsession over EVs and batteries is getting old. People and economies need reliable energy and transport. The green cult has overplayed their hand. the fundamentals of nickel and Hzm's project are why I'm here, not for green or EV exposure. That would be but a pleasant add on.
ohh true dat lol, the board can't lose. Jeremy hasn't had any true leverage once big boys truly signed on. Its the nature of the beast, i held Lithium America Corp as Canadian junior, so many shenanigans on its way to production. If and when Hzm gets there it should still pay off, but the attractiveness drops as we get closer ironically enough. That being said if this Junior actually gets to production as a stand alone company, that is pretty rare and impressive. Hopefully Vermelho can unlock further value.
here in Canada inflation is chewing through budgets at crazy rates, from what i read energy in the u.k is getting silly expensive. this is dissapointing and the price again is at a low. the timing was to suit the bog boys and screw us over, they knew about these overruns this summer. that being said, our potential competitors are well and truly screwed, no juniors are going to make big inroads in this environment. if nickel stays as critical as it is, and hzm executes i still like potential returns. getting tired of raises at low points but the big guys run the show now not jeremy.
Contrarian i appreciate any analysis or opinion on an investment I'm in because we all risk falling in love with a story. But to call HZM uninvestable at this point is extremely negative. you mention Omicron in brazil as a possible risk. firstly if it is a risk at all, given symptoms thus far have been described as extremely mild, it is a risk for any company anywhere. secondly i fail to see how it affects HZM long term. with 4 billion+shares at 10p that market cap is more or less our capital raise amount. That's what we're worth down the line assuming perfect execution??? c'mon. let one vermelho being given no value
I'm a little surprised how negative the sentiment is here today. Perhaps having been burned so many times with miners on the TSX.v has prepared me for days like today. Anyone hoping for quick multibaggers on this play, we were at 4 cents back in March 2020. to raise this amount of money is extraordinary for a junior exploreco. big financiers were always going to put the screws to a little guy. what im pleased with is we weren't taken over in the interim on the cheap. To know this investment case and feel its worth less today than yesterday is strange to me. That being said flippers and traders are doing exactly as expected. Good luck to all and this is still the most civil discussion board ive come across in 10 years. cheers from canada.
i agree. There is due diligence and there is everything it. They are in a low cost quartile and have great esg credentials they focused on early on. Lets get financed, built and producing and all this talk of battery chemistry and projections won't matter. People are every focused on EV demand but i still think the inevitable infrastructure spending will propel nickel and many commodities higher. From roads and retrofits to the U.S power grid so much needs to be undertaken. The world is electrifying and modernizing and huge amounts of nickel are needed.
This issue is only so polarizing because nutjobs scream we have 10 years left to save earth. they've been screaming this for 50 years. we had a kilometer of ice over a third of Canada only 10 000 years ago...lets not pretend wood burning caused that melt. climate is extremely complex therefore putting the focus squarely on carbon...the one aspect that can be regulated and monetized is obviously what humans would do. The earth will not be doomed in 10 years unless everyone is in a Tesla. A nuanced approach to solving our pollution issues is needed not 24/7 hysteria. we are also putting the brakes and reigning in promises here in Canada....deadlines for all electric cars pushed back and percentage energy mix being challenged by provinces. good intentions do not overcome basic physics. That said i think Hzm stands to profit no matter what....I also think when infrastructure spending really kicks off here and the inevitable replacement of our energy grid here in north America starts the demand for nickel will surge further. cheers all
I agree with Minecheck. no one doubts we're polluting oceans and rivers and the air we breathe in cities is toxic depending where we are. there is lots we can do to be better...electrifying some transport is a start. but the doomsday cult around climate change ignores physics. it peddles fear for compliance....often at the profit of specific groups. hzm did well to focus on ESG credentials early on and that kind of foresight factored into my investment decision. been in this 7 years and hopefully the full story plays out and we're not taken out cheaply. cheers from canada
https://www.bnnbloomberg.ca/vale-strike-at-canadian-mine-strains-battery-nickel-supply-1.1623220
No person or entity would attempt to affect the SP or price action if there was nothing to gain. If you believe in the nickel story and HZM story ignore the day to day price and games. I've been shaken out of so many shares over the years...no more. If its traders having fun let them.....we all have our game to play.
https://www.bnnbloomberg.ca/musk-says-nickel-is-biggest-concern-for-ev-batteries-1.1568998
long term nickel fundamentals are so solid. I hope we don't get some cheap takeover would love to ride this to production.
https://www.proactiveinvestors.co.uk/companies/amp/news/938102
I've been invested in hzm for 5 years. here in Canada it's a low volume unknown stock, can't figure out why. have been quietly following this board for some time and simply wanted to thank some of the resident posters for all the great info and insight shared. If and when Hzm cracks it I'll come over the pond and have a pint with yous. have a great evening