Member Info for Luke2

Yep, I could try to triple my money again, if I had some to spare.

We can only hope that the CFO saw an appointment for an E Musk pencilled in for next year and thought he should buy some shares quickly.

https://insideevs.com/news/386982/european-commission-approves-aid-battery-rd/

Paid 2.17p on the 18th April, sold for 2.89! Could have sold for 6p easily just a few days later, so pretty well could have trebled.

I let my double glazing money rest in here earlier this year, I could have left it in with a bit of juggling, glazing went in early September. I was going to leave it until the last possible moment, but I thought what difference would a week make.
Would have doubled my money, still with the weather as it is I won’t complain too much.

On rainy days the fact that if the same metrics were applied to Hzm as were applied to the sale of Onca Puma, we would have 1.10p in our grimy mitts does cheer one up.

I shall be here until the mine is built or sold, I may sell some along the road.

I will try not to make the mistake of selling some in what I considered to be a stagnant period, which turned out to be three days before the Orion $25 million finance deal was announced.

https://www.mining-technology.com/features/the-future-of-nickel-tensions-trade-bans-and-technology/

https://cleantechnica.com/2019/12/10/basf-to-build-a-battery-factory-in-germany/

https://europe.autonews.com/automakers/germany-edges-out-norway-europes-no-1-ev-market

PS Jeremy Martin said in an earlier interview this year, that it would be next year that mergers and acquisitions would take off.
One way or another Orion are not going to let HZM fail and lose their $25 million.

https://www.mining-technology.com/features/the-future-of-nickel-tensions-trade-bans-and-technology/

We would have been ecstatic at today’s nickel price a year ago.

And private equity don’t give 25 million unless they expect the mine to be built and give them handsome returns. No mine in production equals zilch for them.

https://horizonteminerals.com/news/en_20191024-investor-presentation.pdf

http://www.hani.co.kr/arti/english_edition/e_business/920318.html

Always a good sign when the CFO buys.

He bought the most last time and a great deal has been achieved since then, including Orion handing him 25 million.

At the moment on the fundamentals buys versus sells are showing 2 to 1, heaven help us if we have more buys, we will be down to 1p!

https://www.sumitomocorp.com/en/jp/business

Not a one trick pony.

https://insideevs.com/news/386599/glencore-sk-innovation-cobalt/

https://www.mining.com/horizonte-releases-pfs-on-vermelho/

Thanks for finding the Crux interview OMGOMG, very informative.

Random points I took from it - not many new nickel discoveries, very limited new projects in pipeline.
Off take joint ventures with EV makers and majors will become more common in the next few years, they are looking for scale.
China will need laterite ore, because of the Indonesian ban, there are a limited number of laterite mines in coastal areas that can ship.
EV battery makers would like the ore now, they are investing in batteries, but not in the raw material that goes in them.
Nickel may fall another 10%, but by the second half of next year all the stock will be used up and we may be on the verge of another supercycle.
A good Hpal plant should cost a billion all up.

Please correct me if I have got any of this wrong.

Apologies does work, just needs a little patience to start, we’ve all got plenty of that here.

Sadly still does not work....