Member Info for Hazbeen

PP,

Lol , do bot take me too seriously , just not having a good day .
As also a Liverpool fan , so yes that was a nice change of conversation
Btw you are ok too PP , you do fall into my ‘blacklisted holders’
Just me , overtime , I make opinions rightly or wrongly via these virtual avatars .
So I know who to take with a pinch of salt or listen and learn from

Out of the big PI holders here , I have time for Craigie and I believe him when he says he held his all the way through .
The rest of you have you talk up your agendas and been trading HZM to buy other stocks
Well all miners dragged down now in the short term so that strategy was a waste of time.

So your justification to buy or hold here please give it a rest , no one cares and no one called this right with regards to the funding

Think long term now and thanks gawd it will become a major miner

DJ,
As PI holders should come back next year as promised
Funding has not quite turned out as what was expected

“ I find myself actually not minding if this drops now as my plan is to get more in 12 months ”

To say this is laughable now

You popping back with comments like that is becoming annoying

positive move with so many buys
Just wondered where us all this stock overhang came from

Posted on A D V F N

Meeting with PCM was not held and urgent rescheduled is expected

ESG compliant miners
“ According to recent research by the International Monetary Fund, the total value of metals production will need to rise more than four-fold for the period 2021 to 2040, rivaling the total value of current crude oil production, in order to achieve the net zero by 2050 goal. This will in turn cause metal prices to surge to unprecedented levels.”

“ Modelling by the IMF suggests that a fast energy transition would require a 40-fold increase in the consumption of lithium for electric cars and renewables, while the consumption of graphite, cobalt, and nickel for these purposes may rise around 20 to 25 times.”

“ The most recent of these supercycles was sparked by exceptionally rapid Chinese development. But this may look tame compared to the coming energy revolution. It’s not so much a supercycle that looms as a megacycle, the equivalent of all countries going through the industrial revolution at the same time.”

Co said “ The results of the BFS are expected during the last quarter of 2022.”

Very optimistic Gloucester to hope BFS will come in earlier .

BFS’ are a very detailed and time consuming process and known to take longer than expected
If they can meet the target Q4 quarter that would be great .
We look to see if all is on track a little before the end of the year .

Apologies if already posted , in a hurry so not read thread yet

https://youtu.be/sNVXoQY1BbI

Over 2 years to get this equipment at a snip
But still had to raise $633m

Looks to be a big saving in costs

All positive , saved cash can help payback debt parts of the funding much sooner or be used for Vermelho

Wonder what JM's thoughts would be now it is proven it is being shorted
We get a Tr1 for holdings RNS.
Shame the market does not have a mechanism ( that i am aware of ) of comms a shorting position for transparency

Positive- debt paid reduced to £5m
Negative - profit warning , full years results will not meet previous expectations now

Well i did call out Lawrence, more diplomatically a couple weeks ago.
Lets keep it civil.
It amazing how the language has changed after the share price began its fall after the news, it is huiman nature for ppl to become negative after seeing their portfolio valuation fall away

"Lawrence,
You are an intelligent chap i can see that in some of your posts.
But you have this split personality - which lets say, has an intellect of a much younger age group :-)"

PP,
JM did allude to payback the debt and other instruments(he called it) which is part of the funding package as the Co throws off cashflow

09:10 - near the end of the interview link on Twitter

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Switching off until next year

Back to 20s

One thing that has kept me positive here, yes the funding was unexpectedly larger than we anticipated. But Post pandemic we have seen rising costs which could not have been foreseen when the DFS was compiled. This now derisks the project now with regards to any finance worries going forward. This is huge news.
The other thing to counter the larger funding, the DFS used much lower Nickel prices, so we if Nickel was to remain higher for the next 5-10 years, it really is not a problem. Payback will be relatively quick as stated.

And lets not forget Vermelho value has to be added yet. However I will say with rising costs, I do wonder want the costs to build a HPAL plant will be now.

Either way, every miner looking to build a plant or go into production will face the same costs or higher.
So anyone willing to bring on new projects will need higher Nickel prices.

193k buy

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