Member Info for Luke2

Thanks Owlo, really appreciated you insights into Brazil.

I really started posting in the early days to convince myself that the E V revolution was coming. I shall probably calm down now.

Thanks to Early Bird, Qualia, Redroy and Catching for your early expertise that kept me going. Hope the latter two are still here they are very quiet.

Then there are the later superb posters and all the silent watchers who have shared the pain as well.

May you all become filthy rich.

Cornwall, we are across the great scone divide.

Had to put my knitting down to post that, few dropped stitches this morning.

https://uk.finance.yahoo.com/news/want-10-000-d-buy-070929373.html

https://twitter.com/TheMoneySponge/status/1298528514812121089

https://www.northernminer.com/news/canico-proves-up-on-a-puma-in-brazil/1000113378/

Three years later Onca Puma sold for circa $750 million and HZM has the equivalent of three Onca Puma mines.

We have two large mining investors will they form a cartel to rob us, will management collude for a few inducements?

I know what I think.

https://www.mining.com/electric-ships-a-new-target-for-li-ion-battery-producers/

Thanks Nth

I am but the messenger, but in my opinion I think if battery day outlines a fairly central role for nickel in Tesla’s future HZM won’t be an independent mining company for long.

There will be so many competing needs for nickel, they can’t all wait ten years for less developed mines to catch up.

https://www.mining.com/rio-tinto-enters-option-for-alxs-falcon-project/

Surely it would be easier to buy a junior miner with quantified reserves?

https://www.mining.com/web/glencore-makes-u-turn-to-back-artisanal-mining-of-cobalt/

Vermelho has Cobalt which of course will be ethically mined.

https://thedriven.io/2020/08/25/musk-hints-tesla-batteries-will-enable-electric-flight-by-2023/

https://www.mining.com/web/elon-musk-is-going-to-have-a-hard-time-finding-clean-nickel/

https://cleantechnica.com/2020/08/24/electric-vehicle-trends-covid-19-the-global-metals-market/

http://www.vale.com/china/EN/old-investors/information-market/press-releases/Pages/a-cvrd-iniciara-o-desenvolvimento-do-niquel-do-vermelho.aspx

Looks like circa 2000 start for Vermelho and there was a $200 million spend I believe.

https://www.mining.com/bhp-to-fund-canadas-midland-nickel-exploration/

Shows the way things are going. I think BHP spent ten years trying to divest themselves of nickel assets.

‘You have a baked in structural deficit in nickel for the next 12 years.’

Hopefully won’t take Vermelho that long to start producing.

https://insideevs.com/news/440582/elon-musk-lithium-ion-battery-nickel-is-new-gold/

Here!

https://spongeshare.com/research/horizonte-minerals-research-note/

His thoughts on HZM from a little while back.

https://www.mining.com/web/nigerian-oil-services-firm-japaul-seeks-70-million-to-switch-to-mining/

https://www.barchart.com/stocks/quotes/HZM.LN/opinion

Thanks to twigs.