Member Info for Luke2

From John Hardy on Twitter - 'Part of my email reply sounded promising = Orion's royalty investment was a great first step and we are continuing discussions with Orion as a potential strategic partner in further stages of finance for Araguia.'

Reply continued 'In relation to Vermelho we have received lots of interest from potential strategic partners to take this to the next stages, and so this process is underway and we look forward to updating the market as we advance this work stream HZM.'

Obviously I can't verify this information, I can say though that I have emailed the company in the past and been asked to keep the contents private, perhaps HZM have changed that policy now.

https://horizonteminerals.com/uk/en/vermelho_project/

... and it needs yet more nickel.

https://www.popularmechanics.com/cars/hybrid-electric/a29739841/electric-car-battery-charge-10-minutes/

https://cleantechnica.com/2019/11/08/toyota-byd-form-joint-venture-to-manufacture-electric-cars-in-china/

That's more nickel gone.

https://www.tradingview.com/x/pHH9PAQZ/

(Don't shoot the messenger!) Looks good to me.

https://insideevs.com/news/380332/edf-acquired-pivot-power-ess-charging/

https://insideevs.com/news/380543/uk-plugin-car-sales-october-2019/

https://www.nornickel.com/upload/iblock/786/1H_2019_Financial_Results.pdf

True enough wasarunner!

Hopefully that valuation may change suddenly and dramatically.

https://horizonteminerals.com/uk/en/vermelho_project/

https://www.current-news.co.uk/news/edf-snaps-up-pivot-power-in-battery-storage-ev-charging-play

HZM a sitting duck?

https://www.engadget.com/2019/11/03/merkle-wants-1-million-ev-chargers-in-germany/

https://www.reuters.com/article/gem-indonesia-nickel-cobalt/update-2-chinas-gem-eyes-nickel-cobalt-output-from-indonesia-by-august-2020-idUSL3N27L0XX

Our mines do not need tailings dams.

https://www.forbes.com/sites/timtreadgold/2019/11/05/revenge-of-the-steel-maker-chinas-internal-tariff-war-turns-nasty/#5a99ad6f6bdd

Never forget most battery grade miners need at least $20,000 a tonne to make a profit, HZM is profitable at today's prices. So one way or another the market will have to adjust to yet higher prices than we have at the moment.

https://uk.mobile.reuters.com/article/amp/idUKKBN1XE1AK?__twitter_impression=true

Germany to increase incentives for EV ownership.

As an aside I wonder when HZM management will buy some shares? Are they able to at the moment?

At the mo just over a million buys today and just over 80,000 sells, share price pathetic.

I agree over 3 million shares, they have marked it as a buy.
We were 3.94p at 4 on Friday, they paid more just 15 minutes later, so I would think more likely a buy,

https://www.valuethemarkets.com/wp-content/uploads/2019/11/VTM-HZM-report.pdf

https://www.metalbulletin.com/Article/3901456/Latest-news/LME-WEEK-2019-Nickel-market-must-focus-on-class-1-material-to-sate-battery-appetites.html

I doubt Vermelho has gone unnoticed.