The past 6 -12 months I have been amazed with how the market has overlooked this opportunity given HZM one of the best lowest cap Nickel mining stocks globally, with all the buzz surrounding EV's Im surprised people haven't been taking positions. The EV industry and noise surrounding it is gathering momentum now and soon everyone will want exposure in some shape or form to this huge seismic shift, probably one of the largest of our generation. Vermelho PFS being battery grade Nickel may be the catalyst to wake the global wider market up to HZM. I think it will be headline stuff... and this news is due imminently, could land Monday or any time..
Finally City Financials overhang has been absorbed and we have no loose stock, the SP here showing its first signs of rerating to fairer value. Fairer value to me here is 8-10p as a first stop but on any T/O if Onca Puma is anything to go by and we have 3 equivalent Onca Pumas according to JM then 20--30--40---50p is cheap! That isnt a ramp, thats fact... that sold for $850m for a similar spot in the Nickel cycle, near ideantical size and grade to Araguaia, same jurisdiction and same stage in the asset development. Perhaps offtakes landing for large sums $$$$ will wake the market up to the fact Araguaia is going ahead and can be funded by Debt and offtakes... equity is not going to be getting involved anywhere near these low levels. The fact that HZM also have Velmelho which is arguably even bigger, higher grade and EV focused is just a screaming a BUY here especially given this company has cash well in to 2020.
I have such a good gut feeling about this now... there has been a seller here for literally a year weighing on the SP. Now finally gone this could do something special combined with Vermelho PFS, Araguaia offtakes, Nickel price, EV sentiment... Champagne cork pop moment incoming?
Vermelho PFS and Araguaia Offtakes could land any time now, along with any possible buyout offers.
This is one share I couldnt bare to be out of in this period should a T/O offer come in. At a similar spot in Nickel cycle Onca Puma, a near identical mine to Araguaia in Brazil sold for $850m immediately after feasibility study delivered in 2005 at similar nickel prices and similar point in Nickel price cycle. Glecore like nickel and they are a significant holder here..
Jeremy Martin has stated "we have the equivalent of three Onca Puma projects in our portfolio"
Hi bud, still here and waiting patiently. As we know the company defining newsflow is going to be landing Q3. We are now second week in to Q3 so the major jigsaw pieces are about to be put in to place. My bet is once they are then the wider market will have all the information it needs to re rate this share to the next level and start pricing in the colossal potential.
On track to be the largest advertiser in the global video game sector by any metric in 2 years time... that would command a MCap x 20 of the current Mcap. thats the value disconnect that at some point will close.
on a land grab! Very shrude move since yesterdays discovery of a new target that mimics the largest copper discovery of recent times, Kamoa. They want to grab the land it runs in to for a very small amount of shares. Great move
Cheyeza alone potentially worth x10 if It continues to deliver and they are sitting on multiple other targets similar to Cheyeza on their vast licence area as well.
Look at their West Lunga discovery announced today is huge news... It targets the exact same horizon of the recent world-class Kamoa deposit a few km away . Kamoa being the largest highest grade copper discovery of recent times.. The same team that discovered Kamoa have found West Lunga larget for ARCM and now wants locked in ARCM shares as payment instead of cash.