Member Info for Luke2

Jeremy’s internet provider strikes again?

https://www.youtube.com/watch?v=4pvu2-c6Kt0

For anyone passing by.

I guess only time will tell Dogberry.

Tesla has a contract with Glencore for cobalt, so Elon must see it as useful for some time to come and is not leaving it solely to the market to decide the price he pays.

https://electrek.co/2020/09/21/tesla-high-volume-battery-cell-production-wont-start-2022-elon-musk-cybertruck-semi-roadster/

Elon has confirmed his need for nickel, Vermelho is a battery grade nickel mine, so it would seem a daft day to sell your shares, unless you sadly have a financial crisis.

https://www.mining.com/web/cobalt-demand-for-5g-to-challenge-electric-vehicles/

https://www.theguardian.com/environment/2020/sep/21/uk-plans-to-bring-forward-ban-on-fossil-fuel-vehicles-to-2030

It’s all about the batteries and a good many will contain nickel, other flavours will be available, but not for heavy power and range in my opinion.

https://cleantechnica.com/2020/09/21/teslas-pillar-of-growth-for-the-next-20-years-??/

Article in Guardian, announcement will be delayed a month or two due to you know what. Hopefully their answer will not be a horse for everyone.

Vale spent pretty well double our current market cap on Vermelho and that was when electric vehicles were probably not even a twinkle in Elon’s eye.

Money Sponge on Twitter said something along the lines of ‘why do people put so much reliance on a Crux interview, HZM is more important than that.’

https://www.proactiveinvestors.co.uk/LON:HZM/Horizonte-Minerals-PLC/

https://electrek.co/

They contain plenty of nickel.

https://twitter.com/HorizontePLC/status/1306883875403173888?s=20

https://horizonteminerals.com/uk/en/leadership/#management

I’m going for Teck as they are they are the biggest shareholder. They also have no nickel mines and some activist investors who want them to move away from oil sands and coal.

They also have someone on our board ....

https://www.proactiveinvestors.com.au/companies/news/212892/horizonte-minerals-set-to-become-a-major-player-in-brazilian-nickel-scene-212892.html

Inside the Tweet.

https://twitter.com/HorizontePLC/status/1306888299798200320?s=20

Thanks Wasa, it was a really quiet board back then when I was ‘Slubby’.

Early Bird being one of the early great contributors, others have followed .....

https://thedriven.io/2020/09/18/tesla-battery-day-will-be-insane-says-musk-heres-why/

Nickel is the future oil the past, one day another technology will make nickel the past though.

I have an oil company now worth less than the dealing fees to get rid of, but I lost most of my money on an insurance admin company cum telematics.

I jumped in and thought how clever all the contributors were, so I could go to sleep. The CEO had sailed close to the wind before and he did again, with my money.

Blind faith has not kept me here through a couple of doses of around 1p a share, I check and check all the time for the thing that I might have missed or might emerge to make this not the correct investment. But until that day comes I back this one to the hilt.

https://twitter.com/ICMM_com/status/1305876279523241984?s=20

Thanks TDT

Nickel for the heavy lifting and LFP for the rest, sounds good to me.

It’s a nice idea nickel shooting to 50,000 a tonne due to shortages which it did shortly after Onca Puma sold for circa $750,000.

HZM have the equivalent of three Onca Puma mines (always worth a mention) but such a rise would price nickel out of the E V market.

I would settle for circa 20,000 nickel price which most mines need, we make a nice profit on much less.

https://www.mining.com/web/are-batteries-the-trade-war-chinas-already-won/

Good proportion will need nickel of course (and cobalt).