Member Info for Luke2

https://en.wikipedia.org/wiki/Hornsdale_Power_Reserve

https://insideevs.com/news/437966/uk-end-gas-diesel-car-sales/

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

I’d happily be in a lifeboat with this bunch, especially Mr Fisher who managed to sell his company for $1.2 billion.

Interesting Orion seem to average 3 to 6 mining deals a year but appear to have done none since HZM last October, market conditions or conserving capital for one big investment?

https://www.yieh.com/en/NewsItem/120089

2% year on year increase.

https://insideevs.com/news/437371/france-verkor-16-gwh-battery-gigafactory-2023/

There’s money around.

https://www.metalbulletin.com/Article/3945287/Stainless-and-special-steels/Downstream-growth-in-China-boosts-stainless-steel-prices.html

https://www.proactiveinvestors.co.uk/companies/news/925730/tesla-ceos-challenge-sets-stage-for-starring-performance-from-nickel-925730.html

Nth posted this earlier. HZM actually get a mention in the article.

https://cleantechnica.com/2020/08/05/uks-july-ev-market-share-at-9-up-almost-4x-year-on-year/

https://thedriven.io/2020/08/05/there-arent-enough-batteries-to-electrify-all-cars-focus-on-trucks-and-buses-instead/

https://cleantechnica.com/2020/08/04/the-ev-battery-metal-index/

Thanks for that, nothing wrong with the interview. He did mention Canada Nickel doubled in price after Elon’s call for more nickel (did HZM go down?)

He reckons EV producers collectively must be more upfront about the amounts of nickel they will need then analysts will report this and the banks will lend to miners.

Also interesting bit at the end about how EV producers may become more involved in nickel refining.

The nickel price this year appears to be decided by demand, Indonesia and the Philippines supply and rainy seasons.

Plod on folks.

https://cleantechnica.com/2016/01/04/evs-will-not-gain-significant-market-share-says-opec/

We are invested in the right place and the right time, others need to play catch up in their thinking.

Or some days ago! Still relevant though.

https://spongeshare.com/2020/07/23/elon-musk-has-a-message-for-horizonte-he-wants-more-nickel/

https://seekingalpha.com/article/4363406-ev-company-news-for-month-of-july-2020

Well at least Elon has worked out it all starts with what goes inside the battery. Hopefully we won’t have to wait until there is human life on Mars for this share to do something .... turgid, stagnant, lacklustre and that’s just me!

https://cleantechnica.com/2020/08/02/france-ev-market-share-hits-9-5-in-july-and-4x-volume-growth-year-on-year/

https://insideevs.com/news/436515/dpd-electrified-van-fleet-ahead-schedule/

One of the winners of the current situation.

https://insideevs.com/news/436841/europe-plugin-electric-car-sales-june-2020/

Hi Mr P

There is usually ‘slippage’ on important dates, often announced quite quietly, but then the Orion deal came along early and caught me napping.

I’m hoping Elon’s recent remarks may have given added momentum, so I’m going for September.