Member Info for maverick2471

I took part In the initial 2.5p raise and added on market in the high 4's area and also took the recent 4p placing along with some other guys I know. I can tell you that I think there is some sticky money here at least until way further up the value curve. I know for example the Tr1 holder Mr Sethi has held Asiamet from 1-2p and still holds all his stock there he is good at spotting and riding the winners. In only 4 months company have --Delivered a successful drill, completed it with just flow tests remaining --Landed the game changing farm-in with Tullow for a capped £1.5m full cost --Completed a follow-up raise for a new deal at 60% premium to first raise. (Not like other companies continuously diluting cheaper and cheaper without adding any value) Having met and spoken to the CEO personally this is a nailed on winner for me hence Ive been adding and averaging up. Next Up: Selva/Poder flow testing Waddock Drill Jamaican Seismic And most likely another heart term opportunity as per recent interview

I spoke to the company i think their plan is to do a scoping study to review the BFS and adjust certain metrics to produce a lower capex intensive operation Remember the original bfs would have been vale centric - hzm can leverage Araguaia virtually next door and other synergies between the projects Thats exactly why theyve selected this project as an acquisition and it also potentially simplifies dealing with the limonite ar araguaia ie the 25k/t of cobalt they already had Lets not forget the more immediate focus though - Araguaia BFS coming Q1 and that in its own right should be a company rerater $8m deal for vermelno seems an absolute scoop to me

Updated presentation chaps. Enjoy and note the astonishing valuation gap between the vermelho asset and syerston CleanTeq Vermelho combined resource much larger! http://horizonteminerals.com/news/20171219_investor_presentation.pdf

This is without any shadow of a doubt the best deal I have seen on AIM this year seconded only imv by the UOG Tullow Jamaican deal. The cobalt alone is worth $187m in annual revenues based on a $75k cobalt price. Add that to the already excellent economics of Aragauia and the additional potential 46k/t pa of Nickel from Vermelho and this will be one of the largest nickel /cobalt developers globally Simply outstanding imv

I have always been focused on BKM its the flag-ship project and worth of over the current market cap on its own. If BKM and BKZ do in fact link up i.e. the lower copper in BKZ then this could turn out to be a monster resource perhaps thats why the company are quiet they were rushing the dill back to BKZ last. If they are stumbling upon a much larger feeder system the already excellent NPV for BKM could be blown out of the water. Yes its annoying that we haven't had the Beutong license yet but the company wouldnt be so confident if they hadn't had some sort of indication so a drop on a delay here just provides more opportunity imo.

Great article nice to hear the company are funded for existing commitments too including the Jamaican Seismic Clearly Larkin looking to build a mid-tier company here rapidly.

Thats next to get the market excited ? --Flow Tests --Info on Net Pays --Waddock UK Drill looking at seismic now what else will they un-cover on the prospect --Initiation of Jamaican programme with Tullow --Probably another deal or two to be announces in the very near future if you listen to the CEO's podcast Your point 3 is ridiculous, Tullow already spent $20m on the seismic in 2016/17 more like he's struck an awesome deal with existing connections and only has a £1.5m commitment to complete 3D and then will farm out a % of the interest for free carry. Cannot see a point to your post other than either you are one of these bulletins board trolls whose retired and has nothing better to do, or you simply missed the boat and want in lower. I took part in the placing and have added on market 3 times since latest is 65k trade today. Ive met the CEO what he has delivered here in 4 months some companies on AIM haven't achieved in 4 years!

Have been buying this pullback cannot believe I had the opportunity to buy at 3.5 again. Took some last week 4p+ too. Have a read of this article which clearly explains the investment case. https://www.**********.co.uk/blogs/the-nickel-bull-market-stirs-excitement-in-horizonte-minerals/

no problem. I think next year you will be looking back and amazed you picked these up at 4p. Its not a particularly prominent stock at the moment on Social Media and under the radar somewhat imo but then again that is exactly how Asiamet was (one of my other investments) Then when the penny drops, BFS comes in and economics/mining planning etc hopefully proven it will re-rate and in my personal view I believe be taken out H2 next year. In the meantime my personal target upon BFS is around 12-15p based upon what BKY did when they delivered BFS and instis started buying. We really are only a matter of 12-14 weeks away from BFS max based on recent RNS and I'd expect possible news before then on other BFS lead items, maybe some trial mining feedback? Cheers

BFS should be complete around year end, then its a case of compiling all the info into a consolidated report, Id personally expect that anytime in Q1. We already know this is a Tier 1 asset and Jeremy said on a recent interview this WILL go into production, I'd say the BFS will come through and we'll be looking at a significant re-rating and interest from majors like GLEN who already hold over 6% ! v exciting period for HZM I have a large holding here now and added most recently on Friday in my SIPP 114k at 4.27 but also bought lower in the 3's

Well I took part in the placing in July and added on market since and very happy with todays news. The acreage is massive and looks like it could be a success based upon previous shows/data. Brian is delivering already one drill in progress, fantastic frontier exploration play, haddock seismic and drill to come also and potential further deals. For circa �7m market cap I think this is a fantastic early stage investment and remarkably cheap after todays news. Well done UOG. I took PATH early in the year and to heard a bean out of them, UOG listed for four months and we are drilling and landing potentially game-changing deal/s - different gravy

Tjis is why I believe HZm will be taken out post BFS https://beta.theglobeandmail.com/report-on-business/canico-accepts-sweetened-cvrd-offer/article18252768/?ref=http://www.theglobeandmail.com&

I see recent RNS keep quoting Latin America in the potential acquisition list and this was mentioned by CEO at Momentous to an investor on our group too. Joining the dots here and thinking could be where we will see a deal CEO said in recent interview expects SP to be multiples from here think at �6m cap its a no brainer with his experience and network

This company becomes a serious acquisition target in Q1 on delivery of BFS imv!

Don't forget they just announced an additional 225k t of limonite and 25k tonnes of cobalt and VW just tries to secure cobalt off take and failed! HZZ could get an off take offer for the cobalt alone. The Limonite and Cobalt are not factored into the PEA economics either. https://www.ft.com/content/297d7d4a-b002-11e7-aab9-abaa44b1e130 I have a end of year 9p target pre BFS on build up. Post BFS if the numbers are good and I think they will be then anywhere between 12-20p possible. Just look at what happened to BKY on run up to and post BFS!

Hi Capt wise words, personally I feel Nickel is going to rerate strongly the next gen EV batteries will use 8X the amount of Nickel and its the main component. Looking forward to more news on BFS (trial Mining) of particular interest to see those grades confirmed hopefully

Thats a superb note Rapid Dave, the free cashflow scenarios are out of this world even at base case Nickel price. They are easy looking at �50m+ profit per annum here but if UBS forecasts on nickel price are realised it becomes significantly more and just �45m cap!

Guys have you seen this, the mine is near identical to what Horizonte have and at the time Nickel was only priced around $14k T. Once HZM complete the BFS as Canico did this could be a serious game changer. $850m take-over!!! https://beta.theglobeandmail.com/report-on-business/canico-accepts-sweetened-cvrd-offer/article18252768/?ref=http://www.theglobeandmail.com&

https://www.digitallook.com/news/aim-bulletin/volkswagen-eyeing-cobalt-contracts-to-accelerate-electric-vehicle-swerve--2875925.html

I think from a technical perspective if we break 3.60 here then we have a breakout, given news flow to come as we approach the BFS finishing line its looking pretty likely?