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Luke2
Posted in: HZM.L
Posts: 3,026
https://www.aljazeera.com/economy/2021/10/25/evergrande-ev-unit-soars-after-chairman-prioritised-that-business
Not HZM at the moment.
https://www.marketwatch.com/story/sibanye-stillwater-confirms-talks-to-acquire-brazil-mines-271635147592
Hello North, I think we lost eighteen months progress to Covid, hopefully no more slippage now. I guess financing your first mine is the hardest.
Many of us invested here when we ‘only’ had Araguia a stainless mine. JM has always said we need a partner for Vermelho, we may get an inkling before long of who it is.
http://metalpedia.asianmetal.com/metal/nickel/application.shtml
Yes it can supply stainless and most new nickel mines need $20,000 a tonne to be viable, Vermelho does not it is in the lowest quartile for production costs.
https://horizonteminerals.com/uk/en/npv_calculator/
https://nickelinstitute.org/about-nickel/stainless-steel/And will be in the lowest quartile for costs.
https://twitter.com/HorizontePLC/status/1451085054248161281?s=20Perhaps a galaxy will align.
https://thedriven.io/2021/10/21/tesla-surprised-by-pace-of-structural-shift-to-evs-prepares-for-model-y-ramp/Mention that stars might align, that was a phrase Jeremy Martin used a while back
Of nickel of course. 40p anyone?
https://twitter.com/HorizontePLC/status/1450707100468867080?s=20‘We’re on track to be a globally significant producer.’
https://twitter.com/TheMoneySponge/status/1450397921963302912?s=20Billions mentioned.
https://www.mining.com/vale-halts-operations-at-onca-puma-mine-after-court-order/
https://twitter.com/HorizontePLC/status/1450344712716447753?s=20
https://www.mining.com/what-the-energy-transition-may-bring-for-five-battery-metals-report/
https://electrek.co/2021/10/13/tesla-co-founderjb-straubel-sends-warning-to-automakers-going-all-electric-do-supply-chain-math/Tesla obviously has.
https://twitter.com/HorizontePLC/status/1448211980372828164?s=20
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