Member Info for Luke2

I could do equity release.

https://www.caradvice.com.au/831594/ev-van-sales-poised-for-massive-growth-says-research-firm/

We’ve been here before with the share price, difference is the news flow is now overwhelming on the change coming to transport and energy storage and we have mines even nearer to production.

Article in the Telegraph about battery metals and graph of known reserves, nickel has the lowest reserves.

Usual call that prices need to rise to incentivise production.

Let’s not forget that even a world war did not halt the change from horses to ICE.

https://cleantechnica.com/2020/02/27/humongous-tesla-battery-plant-approved-in-california-is-10x-bigger-than-worlds-biggest-battery-plant/

https://cleantechnica.com/2020/02/26/lack-of-batteries-forces-audi-to-curtail-production-of-e-tron-electric-suv/

https://electrek.co/2020/02/26/kia-ev-plans-battery-supplies/

And make some money of course.

JP Morgan said it will facilitate $200 billion of transactions in 2020 that ‘support climate action’ and advance the United Nations’ sustainable development goals.

Those transactions are expected to be a mix of loans, underwriting, advisory services and investments, and will include $50 billion of financing of green initiatives.

That is two of our major investors seeing the environmental way forward within a day or two of each other (Teck pulling the plug on an oil sands investment it had spent approx $850 million on) and now JP Morgan calling it a day on coal.

Between them they own over 20% of HZM, so a good way to cement their green credentials sitting in their laps.

https://www.businessgreen.com/news/4011355/pivot-power-strikes-landmark-deal-build-100mw-uk-battery-storage

https://www.businessgreen.com/news/4011370/divestment-psychiatrists-jesuits-bodies-ditch-fossil-fuel-investments

Think the message that change is coming is catching on and HZM have the metals needed.

Having read the ‘Daily Panic’ I thought at least Dignity would be up in share price but no.

Hzm have money in the bank.

I hope nothing is announced this quarter, then a nice boost from all you ISA investors in April, the rest will follow.

Just an outside chance we could be taken out by a big miner in the meantime, plod on.

https://thedriven.io/2020/02/26/new-tesla-battery-a-combination-of-dry-cell-and-supercapacitor/

Alexander N Christopher - Senior Vice President, Exploration, Projects and Technical Services at Teck.

https://horizonteminerals.com/uk/en/leadership/#management

https://cleantechnica.com/2020/02/24/teck-resources-pulls-the-plug-on-15-5-billion-frontier-oil-sands-project-in-alberta/

Perhaps after this they may dip their toe into directly mining nickel?

https://insideevs.com/news/400155/samsung-sdi-expands-battery-plant-hungary/

As at 13.11 there have been more buys than sells, ludicrous price. I hope some of you can take advantage of it.

https://insideevs.com/news/399984/company-electric-car-increase-uk/

Interesting his thoughts on autonomous vehicles.

I have read that many companies are putting that research on hold to get their straight EV offering correct, but as he says with disruptive technology it only takes one or two players to get it right and they have captured and disrupted the market.

If Vermelho is up and running as predicted in 2025 it will capture the golden years of this nickel cycle in my opinion.

https://cleantechnica.com/2020/02/23/the-tipping-point/

Listened to this in 2018, I don’t think he was wrong.