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Luke2

Member Info for Luke2

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3,026

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11th Jun 2026

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20th Aug 2019

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2 Jun 2026 - Added Invinity Energy (IES) to Quickpicks

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Luke2

Posted in: HZM.L

Posts: 3,026

Hedge fund would like Teck to become purely a base metal miner1 May 2020 13:58

https://www.mining.com/web/hedge-fund-pushes-teck-to-abandon-oil-replace-ceo/

As Teck is our largest investor his agenda might suit us as well.

Luke2

Posted in: HZM.L

Posts: 3,026

Money around for future technology30 Apr 2020 14:10

https://theenergyst.com/hitachi-loans-gridserve-money-for-batteries-solar-and-ev-charging-network/

Luke2

Posted in: HZM.L

Posts: 3,026

Game is up for big oil30 Apr 2020 14:05

https://thedriven.io/2020/04/30/game-is-up-for-big-oil-evs-are-cheaper-to-run-even-when-crude-is-free/

Luke2

Posted in: HZM.L

Posts: 3,026

Opel and Vauxhall EV delivery vans for the autumn30 Apr 2020 09:54

https://insideevs.com/news/419084/opel-vauxhall-vivaro-e-electric-vans/

Luke2

Posted in: HZM.L

Posts: 3,026

Europe EV sales up 15% in March30 Apr 2020 09:51

https://insideevs.com/news/419117/tesla-model3-best-selling-europe-march-2020/

Luke2

Posted in: HZM.L

Posts: 3,026

Tesla made a profit in quarter one30 Apr 2020 09:47

https://insideevs.com/news/418742/tesla-q1-2020-earnings-report/

Game set and match to Elon and this is just the end of the beginning on several fronts.

Luke2

Posted in: HZM.L

Posts: 3,026

Tesla storage not slowing30 Apr 2020 09:42

https://insideevs.com/news/419165/tesla-energy-business-q1-2020-results/

Yes it needs nickel too.

Luke2

Posted in: HZM.L

Posts: 3,026

Shanghai Gigafactory not slowing30 Apr 2020 09:41

https://insideevs.com/news/419157/tesla-giga-shanghai-progress-april-29-2020/

Luke2

Posted in: HZM.L

Posts: 3,026

RE: I can't vote but FWIW I think more probable than less.29 Apr 2020 12:05

I think Orion’s Royalty deal ‘runs with the land’ I can’t see HZM going bust, but perhaps a cheeky offer may come along in due course.

Luke2

Posted in: HZM.L

Posts: 3,026

Indonesia keeps nickel ore ban29 Apr 2020 11:32

https://www.reuters.com/article/indonesia-nickel/indonesia-rejects-miners-proposal-to-end-nickel-ore-export-ban-idUSL3N2CH24U

Luke2

Posted in: HZM.L

Posts: 3,026

Another battery factory for the US29 Apr 2020 10:49

https://electrek.co/2020/04/28/sk-innovation-to-spend-1-5b-on-georgia-plants-as-center-of-world-ev-battery-industry/

Goodness knows where the nickel will come from.

Luke2

Posted in: HZM.L

Posts: 3,026

Pandemic threatens EV battery supply29 Apr 2020 10:37

https://electrek.co/2020/04/28/pandemic-threatens-ev-battery-supply-giving-power-to-south-korean-battery-makers/

Luke2

Posted in: HZM.L

Posts: 3,026

Plug in car sales up 22% in Italy in March28 Apr 2020 16:17

https://insideevs.com/news/418734/plugin-car-market-italy-march-2020/

Luke2

Posted in: HZM.L

Posts: 3,026

Still plenty of money around for EV battery progression27 Apr 2020 20:40

https://insideevs.com/news/415229/lg-chem-triples-carbon-nanotube-production/

Luke2

Posted in: HZM.L

Posts: 3,026

March EV sales almost 10% of vehicle sales in Germany27 Apr 2020 09:49

https://insideevs.com/news/414724/germany-march-2020-plugin-cars-sales/

Luke2

Posted in: HZM.L

Posts: 3,026

Sunday Sermon - Lithium storage batteries26 Apr 2020 11:16

https://cleantechnica.com/2020/04/25/how-long-can-lithium-ion-energy-storage-actually-last/

Seems they have a long future.

Luke2

Posted in: HZM.L

Posts: 3,026

RE: Nickel’s future25 Apr 2020 09:51

Nickel supercycle mid decade?

Luke2

Posted in: HZM.L

Posts: 3,026

Nickel’s future25 Apr 2020 09:48

https://www.thesudburystar.com/news/local-news/nickel-prices-on-a-roller-coaster-ride

You would assume investors like Orion think long term.

Luke2

Posted in: HZM.L

Posts: 3,026

China New EV incentives favour cobalt lithium (and Nickel)25 Apr 2020 09:37

https://www.mining.com/new-china-ev-incentives-fresh-boost-for-cobalt-lithium-price/

Luke2

Posted in: HZM.L

Posts: 3,026

Europe beats China in EV sales25 Apr 2020 09:27

https://europe.autonews.com/automakers/europe-beats-china-ev-sales-study-shows

For the moment.

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