Member Info for Luke2

I agree Nth a larger audience at Crux would be good, they may invest, but this share will be transformed by the sort of news contained in an RNS not in an interview.

I’m heartened that Crux is not the top agenda item for JM, perhaps an ‘Erris’ type RNS is getting close.

https://www.youtube.com/playlist?list=PL7aLbQ61M7ZWDmk9yZwSSj1WXyoT6Ngq6&utm_content=141201632&utm_medium=social&utm_source=twitter&hss_channel=tw-1055427799618674688

All the recent Crux nickel interviews, has Elon bought them, have I missed out, should I sell??

As Money Sponge said HZM is bigger than a Crux Interview!

The deal Erris hope to conclude seems to me pretty bold and imaginative, a bit like JM acquiring Vermelho since I have been invested here.

The investors there did not have the slightest inkling this was coming, nor will we if a truly transformative deal is on the way.

And David Hall another smart cookie.

https://www.lse.co.uk/rns/BCN/proposed-sale-of-holding-in-zinnwald-t09g19k7gwzkyeu.html

I’m sure he is capable of doing a decent deal with Vermelho that is a win for all of us

https://www.mining.com/australias-jervois-to-buy-cobalt-nickel-refinery-in-brazil/

https://www.reuters.com/article/jervois-mining-deal/australias-jervois-mining-to-buy-brazilian-cobalt-nickel-refinery-idUKL4N2GQ0VL

https://www.mining.com/china-ev-ambitions-threat-to-entire-us-auto-industry-report/

https://insideevs.com/news/446389/walmart-orders-130-tesla-semi-trucks/

They’ve worked out ....

https://airqualitynews.com/2020/09/29/total-takes-over-londons-largest-ev-network/

They’ve worked out where the future is going.

https://cleantechnica.com/2020/09/27/electric-vehicles-the-dirty-nickel-problem/

HZM will mine as cleanly and ethically as possible, but I doubt they will get the chance.

https://www.mining.com/mines-are-the-biggest-holes-in-teslas-25000-car-plans/

https://cleantechnica.com/2020/09/24/how-will-lg-chem-scale-up-its-ev-battery-production-as-tesla-explodes-onto-scene/

Don’t forget at the moment most nickel goes into stainless steel and demand there will also increase.

HZM has some of the most advanced future nickel mines with costs in the lowest quartile.

https://www.estainlesssteel.com/stainless-steel-news.shtml

It won’t be Vermelho it will be closer to the USA.

That leaves a lot of the rest of the market not wishing to be dependent on China needing nickel.

Battery Day confirmed that nickel is still the go to metal for many years to come, so Vermelho is more attractive than it was a week ago when there was the slight fear that Elon would pull a transformative rabbit out of his hat.

Araguia finance may not be announced until the end of the year, but may be sooner, they caught me out with the Orion deal.

Money Sponge said a few days ago, why obsess over a Crux interview HZM is more important than that.

Plod on folks.

https://thedriven.io/2020/09/24/tesla-battery-day-deep-dive-what-the-tesla-ev-experts-think/

I thought interview was today and would be live on HZM twitter feed.

Don’t forget Vermelho can do stainless.

When I first bought HZM we had one stainless mine, it was the looming E V demand for nickel that made it more desirable.
Onca Puma sold for circa $750 million when the E V was not in the equation, we have three such equivalent mines and at low cost production.

Yep that’s the question Crux needs to ask.

Low cost producers like HZM should win the day.

https://cleantechnica.com/2020/09/23/the-secret-of-tesla-battery-day/

If Crux interviewer asks the right question Jeremy will have plenty to talk about.