Member Info for Luke2

Well done TDT, I salute you.

On the internet all is on Canada Nickel, but they are years behind HZM. I am mindful of that mining graph timeline which shows a high share price at the beginning of mine exploration and a high price when it all comes near to fruition, but years of a low stagnant price in the interim.

HZM has done most of the stagnant bit and I doubt a Jeremy needs to blow his own trumpet at the moment, but it does seem at times that we don’t exist to the wider world.

https://thedriven.io/2020/07/31/battery-developer-northvolt-raises-us1-6-billion-for-two-new-gigafactories/

Thanks TDT

I would really like some transformative news to do the job for me. Happy to wait, it will come.

https://seekingalpha.com/article/4362139-nickel-monthly-news-for-month-of-july-2020

Possibly in a month or so HZM may get a mention.

Thanks TDT, I guess nobody knows the exact trajectory of EV take up, the one certainty is that the internal combustion engine is heading towards extinction. I think it will happen quickly.

https://www.mining.com/rio-tinto-raises-dividend-sees-v-shaped-china-recovery/

https://cleantechnica.com/2020/07/29/top-14-european-countries-in-ev-market-share-sales-from-2012-2020-charts/

https://www.current-news.co.uk/news/half-of-uk-consumers-considering-an-ev-but-concerns-over-infrastructure-remain

Covid has bought the EV tipping point forward.

https://www.argusmedia.com/en/news/2127325-samsung-sdi-sees-quick-recovery-in-ev-battery-demand

https://cleantechnica.com/2020/07/28/commercial-vehicle-manufacturers-produce-more-freakin-electric-vehicles/

Petition to sign at bottom of article to sign at your discretion, DPD asking for manufacture of more EV commercial vehicles suitable for them.

https://electrek.co/2020/07/28/tesla-open-supply-software-powertrains-batteries-other-automakers-elon-musk/

No wonder he wants nickel miners to mine more nickel!

https://www.dailymail.co.uk/money/cars/article-8567823/Petrol-car-sales-peaked-coronavirus-consumers-shift-EVs.html?ns_mchannel=rss&ico=taboola_feed_desktop_news

https://www.mckinsey.com/industries/metals-and-mining/our-insights/lessons-from-the-past-informing-the-mining-industrys-trajectory-to-the-next-normal#

https://cleantechnica.com/2020/07/28/the-battery-mining-catch-22-threatening-the-ev-revolution/

I agree Owlo, we will either get a partner for a Vermelho, which has always been suggested, or all the mines will be sold. Scratching my head for price for the lot.

Well I remained optimistic at 1.7 (twice) why change now?

The worry I had in the back of my mind was that Tesla battery day in September would announce the start of the demise of nickel as central to EV batteries, obviously that is not the case.

Even Elon has spotted a looming supply shortage and potential mines take a long time to reach where HZM are now. Vermelho was oven ready years ago, so bring it on.

When I said 40p this year I was not joking, obviously for the whole nickel district HZM own.

Now Elon has confirmed nickel will remain central to his battery strategy, I think that price is even more likely.

https://seekingalpha.com/article/4359517-ev-metal-miners-should-soon-follow-electric-vehicle-manufacturers-recent-stock-price-surge

https://www.theglobeandmail.com/investing/investment-ideas/article-elon-musks-call-for-more-nickel-production-could-be-a-non-starter/

https://cleantechnica.com/2020/07/24/britishvolt-to-build-battery-gigafactory-in-uk/