Member Info for Luke2

https://twitter.com/HorizontePLC/status/1297795400884264966?s=20

Stars are ..... ?

https://www.akasol.com/en/

Lithium batteries better than solid state they say.

https://insideevs.com/news/440390/akasol-dynamic-growth-demand-ev-batteries-us/

And they need nickel in the batteries.

https://cleantechnica.com/2020/08/23/11-ev-market-share-in-germany-let-the-disruption-begin/

https://www.mining.com/li-ion-patent-applications-grew-by-300-in-the-last-decade-report/

That growth missing in new nickel mines over that period.

Thanks TDT,

That’s been added to the photo album.

https://www.yieh.com/en/NewsItem/120472

Game set and match to nickel. Nickel has been unloved for many years, so few nickel mines have been in development. The development takes at least ten years. HZM is two years away from production with Araguia and in the lowest quartile for costs.Vermelho had two hundred million dollars spent on it by the previous owners, HZM bought it for circa 8 million in the unloved nickel period. It has what the future needs battery grade nickel, mined sustainably and again in the lowest quartile for costs.My bet is one morning there will be that early morning announcement that an acceptable offer has been received for the whole. It won’t be a low offer, our two big mining shareholders Glencore and Teck will see to that and a board who I don’t think will be bought off by inducements.In my opinion this share is a winner either way, I thought so at 1.3p I see no reason to change opinion now.

https://electrek.co/2020/08/14/tesla-increasing-powerwall-production-elon-musk-delivery-delays-2021/

Nickel inside that too.

https://cleantechnica.com/2020/02/27/humongous-tesla-battery-plant-approved-in-california-is-10x-bigger-than-worlds-biggest-battery-plant/

A large proportion will need nickel, this one certainly does.

https://www.visualcapitalist.com/visualizing-the-life-cycle-of-a-mineral-discovery/

A lot of us invested in the ‘orphan period’ and have only seen our investment here break even in the last week. Many long term investors with the cash have used this fallow period to their advantage to strengthen their investment here.

The CEO has said he sees 7p as important as then the majority of large institutions will invest because the market cap would be circa 100 million.

Look at the mining graph and decide where fair value might be, a moving target in my opinion.

https://www.lse.co.uk/rns/HZM/us25m-royalty-agreement-with-orion-mine-finance-be2lcj8klgjk7jf.html

Orion must have trawled through everything and at the end of their investigations were happy to give HZM $25 million.

We’ve been pulled down for over two years by institutional selling, none of it seems to be based on fundamentals of the company. Our two largest investors are Glencore and Teck (over 20%).

Nickel has not the private investor allure of gold or silver, you have to understand that stainless steel demand will always grow and believe in the EV potential to get the message on this share.

Elon Musks understand the need for mined nickel, the rest have to catch up.

You can never have enough nickel with Elon around.

https://www.teck.com/

Easy to spot what is missing from their portfolio.

https://www.mining.com/mac-slams-fed-decision-to-join-environmental-review-of-tecks-castle-project/

Forces for change gathering.

I think Teck and Glencore as our large shareholders and obviously both miners would not like to see one profit at the expense of the other and certainly not some new entity. I think that, and hopefully a board who will not sell us out for a few inducements, should ensure a decent sum.

I’m hoping a big miner will bite on HZM shortly to build up to stage two immediately on Araguia and also go for the big mine build that was originally planned for Vermelho by the previous owners.

There will be plenty of customers for all the nickel Vermelho could provide at full tilt.

Hi TDT

Ms Dori HZM non exec director and Vice President, Corporate Development at Teck seems more than capable of pointing Teck in the right direction. She’s tasked with the identification and pursuit of external growth opportunities for them.

With a more amenable board at Teck arriving shortly things could become interesting.

https://www.mining.com/web/metal-markets-caught-out-by-strength-of-chinese-stimulus/

Energy and coal assets not in favour with investors, who want long term value.