Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Some good views on the Potash market around 3 mins in
https://youtu.be/ZQBYeCBfU3I
Some good views on the Potash market around 3 mins in
https://youtu.be/ZQBYeCBfU3I
Investor video from Money Sponge - covers project investment case and upcoming catalysts including scoping study end of year. Company fully funded until 2020
HTTPS://youtu.be/ZQBYeCBfU3I
remember HZM have £8m cash too book looking much better today
nice article mentioning HZM as only one of two TSX listed nickel plays of interest
HTTPS://drive.google.com/file/d/1VXbRJpNfOucHKum9vdQgYMKGYtqRGZZl/view
Must listen
https://youtu.be/FqPj55ZkMY8
Arc investor vid by Money Sponge
https://youtu.be/hDwrEeAxE4w
someone just chatting on twitter group - reckons the Canadian seller is out r. Looking at the RSp it would support that this could be it now - we shall see over the next 48 hours I guess but looking good
We are in a unique position...... https://youtu.be/66ZDBWeJ-ig :-)
Just checked it wow not much stock showing - books been swamped up until now - has our seller moved off
I wonder if a few have been pontificating about getting cheaper entry ? imagine how any shareholder who sold Cannico just prior to VALE buying the Onca Puma asset similar to Araguaia must have felt - they probably had thrown away a 20-50 bagger ! The company at this stage are most likely FS complete and prepping the materials/final touches I would imagine potential suitors will have a good idea of the scope of the asset possibly under NDA's So an offer could come any time Worth considering
Correct - personally I think late July/August for mx effect would rather it comes a bit later end of holiday season but yes coulee pop anytime mid year onwards
Well worth a listen 100% backs up my investment in Horizonte Jeremy Martin CEO updates on the companies two Tier 1 #nickel and #cobalt projects. The first Araguaia approaching FS and final permit completion shortly which fully derisks the incredible economics. https://youtu.be/lM6F3IrSOYE
Worth noting recent broker price target of 21p per share at $15k/t nickel. nickel hit $15,800 earlier today The target price only factored in $8m for vermelho (the purchase cost too) http://horizonteminerals.com/news/20180307_shard_capital_research_note.pdf
were C1 costs not 6944?
Enjoy Araguaia 14,500 tonnes pa - projected profit = (14,500 x $15,500 = $225m) - (14,500 x $6,944 = $101m) = $124m annual profit at todays nickel price nickel now marching towards $15,600!
Ive listed out points from the recent investor call - I remain somewhat perplexed by the valuation gap to the broker target which is 5x higher and doesn't factor in Vermelho either https://www.youtube.com/watch?v=lM6F3IrSOYE&t=479s Horizonte Minerals Investor Call May 18 - Summary Pure Play Nickel company Largest Nickel resource globally in a public company not in development. �60m Market Cap Fully Funded through to 2020 Strong II shareholder register Teck, Glencore, JPM Combined Nickel resource of over 2.5 Million tonnes contained Nickel Combined Cobalt resource of over 100,000 tonnes contained Cobalt Broker Target price 21p at $15k/t Nickel Two Tier1 assets � Araguaia � High Grade Nickel Brazil (100% owned)  1.5m tonnes contained nickel  Offtake to stainless steel market  2016 PEA delivered robust economics @ $12k/t Ni project returns $1.3bn in FCF  Almost identical asset �Onca Puma� in Brazil using same RKEF processing route for stainless sector sold for over $800m in 2005 post FS delivery. Milestones  Feasibility Study - due for completion late Q2 early Q3  Financing discussions under-way - interest from Private Equity, Producers and other off-take  Key permits in place - construction permit remaining due H2 2018  Construction ready end of 2018 � Vermelho Nickel/Cobalt Brazil (100% owned)  1.68m tonnes contained nickel / 94k tonnes contained cobalt  Offtake to Battery metals and/or stainless market  NI-43-101 2018 resource places Vermelho as one of the largest high-grade un-developed nickel/cobalt resources globally.  Horizonte plan to run a smaller high-grade operation than VALE would have done utilising synergies with Araguaia located near-by at circa 20k/t pa Nickel ($300m rev pa) and 1k/t pa cobalt ($90m rev pa) at today�s prices Milestones  Testing started to prove process of converting nickel/cobalt hydroxides to sulphates for EV markets. Mixed hydroxide project can also supply stainless due Mid-Year 2018  PEA for smaller high-grade operation to be completed H2 2018
Ive listed out points from the recent investor call - I remain somewhat perplexed by the valuation gap to the broker target which is 5x higher and doesn't factor in Vermelho either https://www.youtube.com/watch?v=lM6F3IrSOYE&t=479s Horizonte Minerals Investor Call May 18 - Summary Pure Play Nickel company Largest Nickel resource globally in a public company not in development. �60m Market Cap Fully Funded through to 2020 Strong II shareholder register Teck, Glencore, JPM Combined Nickel resource of over 2.5 Million tonnes contained Nickel Combined Cobalt resource of over 100,000 tonnes contained Cobalt Broker Target price 21p at $15k/t Nickel Two Tier1 assets � Araguaia � High Grade Nickel Brazil (100% owned)  1.5m tonnes contained nickel  Offtake to stainless steel market  2016 PEA delivered robust economics @ $12k/t Ni project returns $1.3bn in FCF  Almost identical asset �Onca Puma� in Brazil using same RKEF processing route for stainless sector sold for over $800m in 2005 post FS delivery. Milestones  Feasibility Study - due for completion late Q2 early Q3  Financing discussions under-way - interest from Private Equity, Producers and other off-take  Key permits in place - construction permit remaining due H2 2018  Construction ready end of 2018 � Vermelho Nickel/Cobalt Brazil (100% owned)  1.68m tonnes contained nickel / 94k tonnes contained cobalt  Offtake to Battery metals and/or stainless market  NI-43-101 2018 resource places Vermelho as one of the largest high-grade un-developed nickel/cobalt resources globally.  Horizonte plan to run a smaller high-grade operation than VALE would have done utilising synergies with Araguaia located near-by at circa 20k/t pa Nickel ($300m rev pa) and 1k/t pa cobalt ($90m rev pa) at today�s prices Milestones  Testing started to prove process of converting nickel/cobalt hydroxides to sulphates for EV markets. Mixed hydroxide project can also supply stainless due Mid-Year 2018  PEA for smaller high-grade operation to be completed H2 2018
100k in placing and two buys on market since - get my vote of confidence - yesterdays TR1 too. There was a lot of data on Zamsort with 7 of the top 10 targets in the Kalaba license - its not hard to join the dots
Expecting the rerate to start around now (later than I expected) FS is a game changing moment for the company assuming the numbers come in which I think they will with higher nickel and trial mining validated the PEA model Just one permit remaining too Expecting well in excess of �100m cap her mid year