Member Info for Luke2

https://cleantechnica.com/2020/10/30/forecast-2021-us-ev-sales-to-increase-70-year-over-year/

‘Buy good companies. Don’t over pay. Do nothing.’

So says the chap who is doing the best in funds at the moment.

https://insideevs.com/news/451348/samsung-sdi-strong-q3-2020-results/

One day perhaps even for shareholders here.

https://seekingalpha.com/article/4382993-nickel-monthly-news-for-month-of-october-2020?utm_source=feed_articles_investing_ideas_all&utm_medium=referral

Includes a few lines of the following .... There is now a risk of supranormal raw material prices which will impact on battery prices and EV makers profitability. Over $1 trillion needed for energy transition metals.

https://insideevs.com/news/451576/volvo-polestar-ford-entered-into-pooling-arrangement/

Disruptive times indeed.

Thanks WYTT
Sure it was a typo, Onca Puma sold in 2005 way before the EV market in the frame, but you are right on the nickel price being comparative.

In fact I’ve made money here and there is always the chance of an Onca Puma event. Never forget we have the equivalent of three of those (Onca sold for circa $850 million in 2005) long before electric vehicles.

Then we could have an Erris moment, they could buy another mine!

Nice to hear from you Catching, your wise thoughts helped me through earlier interesting times with this share. I certainly agree with your sentiment.

Observing the board from a distance over quite a few years I would say they don’t do panic, or lies they don’t promote rumours and they achieve what they promise be it slightly protracted at times.

The main consideration for me is that I can’t conceive of a circumstance where I will lose my money here, that is thanks to the quality of the investment and the board.

https://insideevs.com/news/450933/tesla-invest-12-billion-car-battery-factories-two-years/

https://insideevs.com/news/451519/europe-september-2020-more-xevs-than-diesels/

No date on the write up.

https://twitter.com/TheMoneySponge/status/1321843372106108930?s=20

He calls HZM a gift.

You are welcome Torna, I contacted them several years ago when the rumour was ‘mothballing’ the mine (they only had one then).

They assured me the opposite was the truth and the opposite has come to pass and they have even added another mine to their portfolio (the one with the lovely battery metal).

Owlo if you are perplexed send them an email. The finance was recorded as being targeted for the end of the year, not set in stone.

https://insideevs.com/news/451522/tesla-panasonic-prototype-4680-battery-cell-line/

Apologies but almost worth another post.

https://www.hellenicshippingnews.com/shanghai-stainless-steel-jumps-over-3-on-nickel-ore-supply-concerns/

https://www.hellenicshippingnews.com/shanghai-stainless-steel-jumps-over-3-on-nickel-ore-supply-concerns/

Meanwhile as Owlo reported Brazil expects to be back to normal in January. That will be the time for HZM to build, build, build hopefully.

https://www.mining.com/web/banks-dont-want-to-lend-to-australias-coal-miners-any-more/

https://cleantechnica.com/2020/10/28/tremendously-cheap-solar-wind-batteries-to-transform-society-rethinkx-forecasts/

We are not on the eve of destruction just disruption, which comes tends to come along every century or so.