Member Info for Hazbeen

https://www.schroders.com/en/hk/institutional-service/insights/managers-views/five-reasons-to-believe-in-a-new-commodities-super-cycle/

The theme here Nickel shortage, will push Nickel prices higher.
With regards to EV battery Nickel, I am not convinced HZM will build a HPAL plant anymore. It all comes down to finding a right partner to commit to it. Otherwise it will also be Nickel for Stainless Steel. I have no problem with as economically better option

It looks to the market has taken the signal literally
Directors buy and sell actions tells , the believe the Co is worth the warrants price but not with 5p

A shocker and not expected..GLA

Hi TDT

It did cross my mind , how those percentages were calculated ? So I am not sure either .
Anyone else maybe ?
Also interesting to read about LFP batteries seem to have peaked at max power , like that for 15 years.

Harry

what price do you expect now?

The one we were waiting for. Expecting more to come

https://www.northernminer.com/global-mining-symposium/global-mining-symposium-demand-for-nickel-in-ev-batteries-could-lead-to-supply-shortage-in-the-next-couple-of-years-says-mckinseys-ken-hoffman/1003831172/
Good article this.
On another article I read , Chinese trying to control nickel prices as higher Nickel prices is adding to the cost of the battery .

Thanks for posting this Pip
That will hopefully get them to get their finger out .
Explains why the share has fallen recently

Typo
I meant to say June is 11 days away .
So IF all on track, news can be anytime from this point .
That is what I meant to say

Let’s hope we have a big buyer
June 11 days away .. I think share prices will start
Recover then

Let’s put another way
If directors bought options with their own cash , everyone will be positively happy
But say the directors the sold their shares a little later
Mood will change again to negative

The way I look at , as long as their holdings were bought up by a buyer , it is fine .
If MM or broker bought them , then not great

Either way directors have traded this in effect

Not today , taken a hammering

I see someone bought of 1.1m just last few trades..look like sells
Been watching L2 for the bottom ... 3v1 at present
I think this is it or very close to it.
I had 4.2p worst case

Craigie
For fund raisings normally is VWAP over a certain period. Not sure how the cornerstone prices will be determined
The thing is can the price be manipulated to meet one's agenda.
I think we can agree ,we the PIs all want the price higher to minimize dilution, but another investor may have another motive to have it lower.

Any delays that have happened here have been out of Co hands and not because of incompetence, esp with Covid
The fact here is we have a very professional and competent management team here.
This is no cowboy AIM outfit, and I hope the Co looks to move to main market at some point.

And to add I believe have two adjacent huge stainless steel projects will not only be less costly to build , will add more shareholder value and will make it a more attractive any takeover interest for both projects .

We have talked plenty about cobalt and Nickel sulphate for EV

But has anyone not given a thought what JM said the Vermelho is seriously being considered as
Stainless Nickel project as well . I think the studies will reveal the coatings of both types of projects now .
If the nickel price and demand economics are buoyant , then do not be surprised to see Vermelho become
a bigger Araguaia.
Co needs to find the right deal with third parties for Vermelho for a HPAL project to happen
Or sell the asset . If it can’t then stainless route will happen .

Agree O2
I am accumulating as and when I can .
Market will wake up or when the seller is finally out .

Sorry everyone , diversified away from HZM for the moment