Member Info for Luke2

Well at least HZM didn’t say they had an ‘Oven Ready Deal.’

https://spongeshare.com/2020/09/14/horizonte-the-calm-before-the-storm/

Still coming back to the fact that Orion invested $25 million in HZM he says.

My buys were shown as sells today, I wonder how many others?

I enjoyed rotating my stock a bit, now for a bit more patience and a glide towards year five.

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

Araguia NPV worth a reminder.

https://www.mining.com/green-stimulus-packages-key-driver-for-base-metal-demand-says-analyst/

https://thedriven.io/2020/12/08/teslas-china-made-model-3-battery-charges-slower-and-has-shorter-lifespan-say-reports/

https://www.mining.com/minerals-and-metals-demand-recovery-in-2021-report/

Thanks Wasa, I did email HZM years ago and Simon Retter replied, in essence he said don’t obsess about the share price fluctuations along the journey because we know where we are going.

https://twitter.com/TheMoneySponge/status/1334160204041236487

Fair enough Lumpy, more EV uptake equals more battery metals overall, I’m content with that.

https://insideevs.com/news/458106/battery-cost-110-kwh-prices-decreasing-slower/

That’s because of the battery metals they need to get out of the ground.

https://www.metalbulletin.com/Article/3964904/Nickel/Anglo-Pacific-to-transition-from-bulks-to-battery-materials-CEO-Treger-says.html

https://thedriven.io/2020/12/03/lg-chem-to-double-battery-output-to-meet-new-tesla-demand/

https://www.mining.com/carmakers-have-blind-spot-for-lithium-cobalt-nickel-prices/

Supply has to double every four years, but incentive for new mining projects is simply not there at today’s prices.
We’ve got a pretty unique share here, enjoy!

https://www.lse.co.uk/rns/HZM/change-of-chief-financial-officer-lbidsk7s58iiotu.html

Should be worth the wait, short or longer. Tis the season for something woolly, I shall get my needles out, some have beaten me to it!

What a ghastly year, my thoughts with those who suffered with health issues, had to try and carry a business on, seen their jobs go. I’ve just left my house and rather constricted garden for the third time this year, but I consider it a privilege to have been able to isolate.

If you have your health and some income, the rest is a bonus, I’m expecting big bonus here and you all stay safe until you get yours too.

https://cleantechnica.com/2020/12/01/lg-chem-to-double-battery-cell-production-to-meet-tesla-demand/

Someone will need our nickel.

https://www.mining.com/mining-supercycle-talk-back-as-copper-iron-ore-prices-surge-to-7-year-highs/

https://insideevs.com/news/457755/global-plugin-electric-car-sales-october-2020/

HZM were unlucky with their power supply, the previous likely and handy provider went bust. I don’t know what happened to their infrastructure.

https://www.nimblefins.co.uk/average-car-journey-uk#distance

Hardly epic average journey, I think the infrastructure could be managed for this.

https://dialogochino.net/en/infrastructure/33830-new-para-railway-divides-the-state/

Probably right Wasa.