Member Info for Hazbeen

No reason to hurry to top up , will create an overhung for a few months
Needs to decent contract win to justify an out of hours RNS like this

You may be right in the medium to long term this not an issue as long as the speculated contracts come in .
Just look at what the market cap will be post dilution

Typos corrected
There was a niggly feeling about a small fund raising but not at this low price !

Not to be trusted , the man at the helm here

This stinks . Worst of all an after hours RNS . This tells you Co not been upfront , total
disregard to shareholders

There was a night feeling about a small fund raising but not at this low price !

Not to be trusted MSM at the helm here

Just seen this

FFS !!!!!

Tapp,

Did you the interims
I guess the directors are speculating then.

·" Directors believe that the Company will achieve a cash break-even on an annualised basis by the end of the current financial year (31 December 2021) and will be EBITDA positive in 2022."

I am sure there will be RNS once the debt facility has been signed
So let’s not start speculating about interest figures
Either way it will be happening

Going into the second half of the current financial year and into the next year, we expect to have greater visibility and certainty of monthly cash flows. The company currently has no long-term debt in place, and with greater regularity of cash flows, we recognise the Company is more attractive to the corporate debt market. We are in discussions to structure a group revolving credit facility that we will be able to draw-down on as and when required, especially to fulfil the working capital requirements of larger contracts. It is the Board's view that the Company will benefit from having the ability to draw-down debt on an ongoing basis as the Company scales and wins larger contracts.

I do not see this small payment an issue . Cashflow breakeven by end of Dec 2021.
Is there any reason, any debt facility can also be tapped into to make the payment indirectly?
After all it is just moving the cash to meet the needs of the business

The EU’s looming mismatch between climate ambition and minerals supply.
Brussels needs to deliver an effective industrial policy to shore up its metals sector
Magnesium supply almost depleted - this will stop aluminum alloy production
In 5 years it is Lithium - but EMH owns one of the biggest Lithium Projects in the EU in Czech, so not sure about that. But not a producer yet
Aluminum is next metal under pressure - needed for energy transition
and then rare earth metals.
China is monopolizing many metals
All these are causing a mismatch between decarbonizing and metals supply, which will impact targets to decarbonize

A2D,
Any timelines given by the Co to completing Feed Pt 2 and CSIRO pt2?
I am not surprised this where it as the DFS has not been completed in its entirety.
We saw how HZM has behaved even with the DFS.

Not seen the bid/ask spread so wide before
Buying snd selling it though as expected

Si_D,
yes also looking at that. Had good volume yesterday.
A breakout above 200MA (28.5p) and will be a way I think

Glencore are certainly awash with cash. This was in August.

Share buy-back programme

As announced on 5 August 2021, Glencore plc (the "Company") will commence a share repurchase or buy-back programme of up to USD650 million (the "Programme"), which may continue until the 2021 full year results are announced in February 2022.

Thanks for that info
So relying on 2D to make a discovery ?

Any idea why Co is embarking on 2D seismic snd not 3D ?

The Great Laterite Challenge: Why Scaling Class 1 Nickel Production Won’t Be Easy, Cheap, or Environmentally Friendly

Apologies if posted before . Really good article explaining the challenges of HPAL processing via laterite Nickel .
I can see why VALE never pursued it . The cost and ESG compliancy will make it more expensive .
I think using it for stainless steel may be the better option . But there is a case for class I nickel since the shortage of sulphide
Projects . It is one certainly where an experienced partner is needed otherwise will be too high risk to take on .

https://www.theassay.com/articles/investor-insight/the-great-laterite-challenge-why-scaling-class-1-nickel-production-wont-be-easy-cheap-or-environmentally-friendly/?amp=1

https://youtu.be/X3vieqULAm0

This drop has surprised me

PP,

I am not sure of ANP second line has been dropped to be honest .
A lot of previous data text analysis used in that PDF. I wonder whether it just got left out ?

Stages A1 , A2 and V1 , V2 was always how I saw it happening

The ability to sell large quantities for last few months - sure buy orders are being filled in the background

7v1
RSP holders are seeing Anything else ?
Not familiar with RSP data

Forgot to add the nice buy volume building at these levels , further supporting these levels