Member Info for Hazbeen

Will be better going forward

Just not exciting enough for the market right now it seems

Well they have just refinanced and decreased their debt not paid or off as such

Further , the Company has repaid NCDs totaling Rs. 2 billion in May 2023. The repayment has been financed by a mix of internal accruals and new debt comprising both, term loans and a new tranche of NCDs. This refinancing pares down the debt as well as elongates the tenure to five years thereby providing more flexibility in managing cash flows.

Davey50,

I have to agree to disagree there.

You were just being corrected.

He/she was right to expect one sometime soon

Infact you intimidated him/her, as you said he/she had an agenda, then you got a reaction, thats all.

Just thing it is wrong to filter someone for that

Anyway end of discussion

Davey50,

I recall when another poster brought this up on A D V F N, were you not insisting there will be no updates as there have been none over last few years around these months.

So he or she was right all along as even you are saying there could be one now. Looks like you just do not like to be told you are wrong.

Poor bugger got filtered as well

Bubba

Yes incredible turnaround in coal prices now

Can only mean positive results for OPG now

:-)

Can only get 500 shares online earlier

Selling offered at asking price of 138p

L2 has been quietly moving up as well

Seems we might see some upward movement

This event will rerate the share

Agree

Drop appears to be behaviour of a placing not a company going into production

Ramp up to be Cash flow positive will take a few months at least

If this does transpire

I would ask why not use a debt facility now , why dilute shareholders ?

Oh and ppl really need to read the broker note again

This should in the 20p + range today

Buyers are mopping up the sells

Shares liquid both sides which means we have interest in both sides

The tech BSFA is like a biotech would have , appears to be it will be in demand

By other companies

Yes manufacturing on large scale will be the challenge but there are options by partnering manufacturing as well

Just have read what other lab meat companies are doing on this side

City mix is the money maker tech

You will see others will adopt this , it produces a real better meat than other competitors

Yes but are the not taking on more debt again?

Good find on the note.

These need to move up and be aligned to its competitors valuations

Well after the seller at 140p has finished , I was expecting either a sudden move up or down

Could be there is an overhang that needs clearing

TDT

It is interesting reading all this news now .

The Chinese as they have always done are now definitely impacting the supply and demand economics now

New batteries constituents with longer ranges is going to make the commodity market exciting with looks like

5-10 metals in demand just for batteries

Yes I understand A1 and A2 are

stainless steel but I am thinking more about Vermelho and also

Nickel Matte demand taken from Stainless steel supply etc

It is changing very fast

Chinese have gone it again

And there is no Nickel

Is thie the game changer finally here ?

https://www.independent.co.uk/tech/electric-car-battery-range-record-b2343579.html

China-based Gotion High Tech, which is a supplier to Volkswagen, unveiled its new L600 LMFP Astroinno battery at its annual technology conference, claiming that mass production will begin in 2024.

The lithium-manganese-iron-phosphate (LMFP) battery has already passed all necessary safety tests, the company said, and has a life cycle of 4,000 charge-discharge cycles – making it suitable for everyday electric cars.

The 1,000km range from a single charge gives the battery a potential lifetime range of 4 million kilometres, far exceeding the average lifespan of a car.

Its single-charge range is also equivalent to records set by customised electric prototypes, such as the Mercedes-Benz Vision EQXX that broke a range record by travelling from Germany to the UK on a single charge last year.

It took 10 years of in-house research to make the technology commercially viable, using new electrolyte additives and state-of-the-art technology to overcome previous issues with this type of battery.

Until now, LMFP materials have suffered low conductivity, low compaction density and manganese dissolution at high temperatures, meaning they were too inefficient and unwieldy to use in EVs.

Pope

That’s a really informative article. Thanks for that

Should HZM stick to producing stainless steel Nickel from Vermelho, instead of jumping on the EV Nickel class 1 HPAL route

Which will be the more lucrative and sustainable

4 Securities in Issue & Significant Shareholders

On 23 September 2022 the number of fully paid shares in issue was 449,702,150. The percentage of the Company’s shares held in public hands, excluding those held by directors and by shareholders with more than 5%, is 55.7%.

On 23 September 2022 the company was aware of the following significant interests:

Name

Number of ordinary shares

Percentage of voting rights

Andrey Kuznetsov

68,517,333

15.2

Nicholas Bridgen

53,072,133

11.8

Vision Blue Resources

77,551,695

17.3

So I assume it is from someone not notifiable %