Member Info for Luke2

https://thedriven.io/2021/03/15/tesla-puts-semi-electric-truck-through-its-paces-at-fremont/

Hence Tesla’s interest in difficult nickel mines like Goro.

https://www.scmp.com/business/markets/article/3125377/chinas-king-nickel-betting-big-green-batteries-tesla-dangles-giant

‘During the next decade miners need to boost annual production by 1 million tons to meet the demands of battery makers. I cannot find 100,000 tons worth of projects that are seriously going to get off the ground outside Indonesia. So if it’s not Indonesia it’s nowhere.’

We may inch nearer to the answer this month.

https://insideevs.com/news/493578/volkswagen-300-gigawatt-betteries-achieve-ev-goal/

I presume most of the money will be needed for the contents of the batteries!

https://insideevs.com/news/493790/lg-invest-new-us-battery-plants/

Plenty of money around for the end of the chain.

https://europe.autonews.com/automakers/commercial-ev-makers-see-boom-rising-demand-delivery-customers

And many of the batteries they need will contain nickel.

https://www.mining.com/bhp-moves-exploration-team-to-toronto-to-grow-copper-nickel-pipeline/

https://www.mining.com/web/battery-metals-buzz-is-back-as-europe-reboots-ev-sector/

https://twitter.com/brazcanchamber/status/1369836758054092804?s=20

Have not listened could not find the salt (that’s a joke by the way).

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

Someone will get this lot out of the ground looks likely to be our CEO, or someone who makes a decent offer. This time last year the share was circa 1.3p, so I certainly feel more comfortable now.

He’s doing better than Rob Terry so far, which is my benchmark for Aim. After four years here my expectations are not totally crushed and I am in profit.

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

For any passing investor.

https://stockhead.com.au/news/barry-fitzgerald-will-the-nickel-price-crash-pave-the-way-for-a-legend-to-rise/

and ignore Nickel producers at the moment.

https://www.mining.com/web/battery-metals-buzz-is-back-as-europe-reboots-ev-sector/

https://www.asiatimesfinancial.com/nickel-price-falls-on-chinese-companys-supply-boost-pledge

https://www.mining.com/web/tesla-is-plugging-a-secret-mega-battery-into-the-texas-grid/

https://www.mining.com/alternative-financing-remains-underpenetrated-avenue-for-miners-report/

I get what you are saying TDT, but if the Chinese manage to keep the nickel price down to below the incentive price for the majority of new mines, it will be mostly their cake and they will be eating it.

Makes HZM a tasty morsel.

Thanks Tricky that article is one for the album written by someone with skin in the game.

The Chinese are not increasing overall nickel supply, same cake just a slice taken out with a different flavour.

To increase cake supplies you need more nickel mines, the Chinese have just made that much harder, unless of course you are in the lowest quartile for costs.

If you are also ESG compliant, with a hydroelectric power supply, what a desirable confection you become.

https://www.kitco.com/news/2021-03-05/The-magic-number-needed-for-getting-a-nickel-project-developed.html

https://cleantechnica.com/2021/03/05/uk-plugin-electric-share-hits-13-in-february-up-2-3x-year-on-year-diesels-fell-61/