Member Info for Hazbeen

I hear your frustration . I sliced some of my holdings above 12p .
Explains the recent more the usual PR exercises .
But looking longer term , it will create shareholder value , especially if Co maintains its new dividend policy .
But for dilution always creates overhangs as it tries to move up .
With approx 360m new shares coming online , it is inevitable there will
Be some slicing to feed the market
I am sure PI will be able to buy at 11p at some point in the month

Gloucester
Not sure what you mean by hybrid . I am not speculating but stating what NB said in the podcast .
Phase II is long way away

FTC,

Agree it just waiting for the news on credit approval . Watching out for volume. indicator , then will add one more time
It is just drifting on low volume

Has a long conversation with an old friend who works in Nissan .
He said great news about the gigafactory in Sunderland , secures employment for another 10-15 years .
Looks cells delivered and batteries assembled there, so need to worry about sourcing nickel etc .

He also said because commodities have risen so much over the year , the cost to produce a car has already risen and manufacturers are trying to hold back passing this cost on to consumers . But he said manufacturers are all waiting one to put the prices up and the rest will follow .
EVs just ain’t gonna be any cheaper than ICE...will just end the same or more

Inflation is now becoming a big worry

“Mcap usually move to 50% of study “

BFS I is now for only phase I , phase II is have only western bank able study , so phase II
BFS is a long time away
So if we include all post dilution coming are way and just NPV for phase I , what are we talking about approximately 50% of that will be ?
NPV realizations tend to become reachable once productions starts so approx 3 years away for phase I
Only reason this can hold at 30p short term is if the pilot plant is cash flow positive .
Electric furnace is 6 months away now
So we are looking at next year for a profitable pilot plant all be on track of course ?

4v1 though , still strong

Well any spikes in vanadium above $9-10 means it will not be a viable
Option for VFRB batteries , just too expensive .
Only use will be stainless steel but these sill commodity numbers will only be short term , just not sustainable long term

thanks Slurms,
Will look into the melatonin

FTC,
I hope to retire in next 3 years , so hope to sleep better
Older you are , the less you tend to sleep overnight . Siestas in the afternoon becomes normal for retirees

Importance of quality sleep cannot be underestimated

Actually yes , so start reading
Work nights occasionally too does not help

This has potentially huge cost saving if successful
There is a video exposing the technology behind it
In a nutshell it cuts out several steps to produce the battery grade resource from the powder which also saves on huge costs

I expect to investment in these type of projects to increase over time

https://www.reuters.com/business/sustainable-business/chinas-gem-invest-nickel-cobalt-recycling-project-2021-06-29/?rpc=401&

One Company Could Hold The Key To Unlocking Critical Mineral Supply Chains

https://www.forbes.com/sites/davidblackmon/2021/06/27/one-company-could-hold-the-key-to-unlocking-critical-mineral-supply-chains/?sh=608f6ef650a6

https://www.europeanpensions.net/ep/84pc-of-pension-funds-expect-nickel-to-increase-in-price-as-demand-for-lithium-ion-batteries-rises.php

certainly triggered some big buys today

Nissan will this week unveil plans to build the UK's first battery gigafactory at its site in Sunderland, in a boost for the British car industry as it scrambles to prepare for the electric vehicle revolution.

Ashwani Gupta, chief operating officer at the Japanese auto business, will set out its strategy at a briefing on Thursday alongside Business Secretary Kwasi Kwarteng. The announcement is expected to include plans for new electric vehicles at the giant car plant.

Thankfully financing will be completed and construction started this year
Next year the elections will be volatile , am not sure of opposition to stand to the election will be
It may be a sideshow in context if things , Political instability is never a good thing even though there maybe no impact to HZM

Some nice buy volume today as well

Acccording to the time at that moment, it is a buy

Was,
I think there is place for hybrids still, buy expect more pure Electric to be bigger market.
I am sure total cost taxes and pricing on hyrbids and pure EV will play a part in one's choice