Member Info for Luke2

I was extremely grateful to Early Bird and Catching posting when this was 1.7 ....

I may be again .... lol!

This will be taken out cheaply at multiples of the current price, or ride the wave when nickel is $20,000 a tonne which is what most battery nickel mines need. The world seems to need electric vehicles so the price will be paid eventually.

https://www.fortunebusinessinsights.com/industry-reports/electric-vehicle-battery-market-101700

https://www.globenewswire.com/news-release/2019/12/03/1955357/0/en/Electric-Vehicle-Battery-Market-to-Soar-at-a-CAGR-of-21-1-till-2026-Growing-Need-to-Curb-Carbon-Emissions-to-Boost-the-Market-Fortune-Business-Insights.html

If nothing much is happening, why haven’t those in charge bought shares, closed season, grouse season etc?
I’m not selling as I missed out on doubling my money by selling shares days before the Orion investment, investment in Araguia being expected in the autumn at the earliest.

Apologies you are correct Fulmar.

Hi Fulmar, I thought I read it in article I just posted, which has now gone behind the paywall.

Interesting update in article about potential takeover of Panoramic nickel mine by IGO.

Panoramic Board now recommend acceptance of the offer ....

Jeremy said the first quarter of next year would be the period for mergers and aquisitions, perhaps started early.

https://seekingalpha.com/article/4310064-nickel-monthly-news-month-november-2019

HZM actually mentioned at last (No news for the month!)

Does not mean this month will be the same, as I found to my cost in August when Orion deal was announced in the last few days.

Nickel deficit still expected next year.

https://electrek.co/2019/11/30/tesla-model-s-1-million-km/

There was an interview in the Northern Miner a while back where Jeremy Martin mentioned a particular battery manufacturer as a possible partner for Vermelho. Sadly the paywall has got me this time.
One thing for sure is we will know nothing until something is concluded HZM is not a leaky ship.

I guess it will continue to behave like a nickel tracker fund until then, I sold shares days before the Orion deal, won’t make that mistake again.

https://www.mining.com/web/blackstone-minerals-partners-with-s-korean-firm-for-lithium-ion-battery-production/

https://www.business-standard.com/article/companies/ather-energy-to-set-up-ev-lithium-ion-battery-plant-in-tamil-nadu-119120100296_1.html

https://cleantechnica.com/2019/11/30/tesla-powerwall-battery-wins-japans-smart-energy-excellence-award/

https://uk.reuters.com/article/uk-bmw-china/bmw-great-wall-to-build-new-china-plant-for-electric-cars-idUKKBN1Y30JB

https://www.prnewswire.com/news-releases/global-electric-vehicle-battery-market-expected-to-grow-at-a-cagr-of-more-than-19-during-2018-2025-300966229.html

https://cleantechnica.com/2019/11/28/ellen-worlds-largest-electric-ferry-has-battery-equivalent-to-50-tesla-model-s-batteries/

Think our battery grade nickel won’t be needed?

https://aheadoftheherd.com/Newsletter/2019/Over-supplied-lithium-unlikely-to-happen-to-nickel.htm

https://www.aheadoftheherd.com/Newsletter/2019/Is-China-locking-up-Indonesian-nickel.htm

Thanks to Jailbird on Afvfn.

https://www.nasdaq.com/articles/china-oct.-nickel-ore-imports-from-indonesia-jump-23.4-as-ban-nears-2019-11-25

Should help our financing negotiations.

https://airqualitynews.com/2019/11/26/council-owned-ev-charging-network-launches-in-south-west/