Member Info for mjb606

Typo - should have been 2014

Looks like about a 6 year high (since about July 2016). The volumes are tiny though, as you say. Total trading less than 7.5k CAN so far. Still, a 43% rise is intriguing if nothing else!

While we can hope this pans out as in the research note, please be aware of the disclaimer at the bottom: "This research brochure is a MARKETING COMMUNICATION. It is not investment research and has not been prepared in accordance with legal requirements
designed to promote investment research independence and is also not subject to any prohibition on dealing ahead of dissemination of investment research."

For a Non-Exec director position in a small cap company, I would expect somewhere in the region of £50k (or less) would be more reasonable.

I wouldn't say that I particular held my nerve - it was just once I was down 80+% I just didn't see the point of selling and crystallising the loss - although it was tempting, if only to get rid of the big red number from my spreadsheet! I just trained myself not to look at that line :-)

Still hoping that the technology takes off, as we do need better and more storage in order to make the most of our bountiful renewable resources -and to stand any chance of net zero at some point.

First bough in October 2017, and added more since then, so I might as well hang on for a bit longer. (Even went to an AGM once, as the company had a site within cycling distance!) So far all I have got out of my investment was a free lunch, a pen and a hefty loss. Still wondering if my main reason for holding is because I want the technology to succeed rather than any rational financial reason!

If it gets to the mid-point of that range, I would actually be in profit (and mildly amazed!).
Currently "only" 75% down on my investment - only reason for not selling out towards the end of the RedT phase was that it wasn't worth the effort, and I still had a faint hope - in the technology at least!

That makes my percentage look tiny - but I guess different people have different tolerances! I have been stung before, but things that seemed good prospects but went to near zero. I don't expect that outcome with HZM, but then I didn't expect it with the others either :-)

If the share price slides much much, the urge to scratch the itch for one more top-up may become irresistible! I already have a far bigger percentage of HZM in my portfolio than I should (small beer compared to some on here), but if it drops closer to by current average a small addition might be unavoidable.

The "unofficial" news flows - presentations, videos, tweets etc. are still very encouraging - it's now just a matter of waiting for some positive "official" news via an RNS or two.

I presume TSX is open today? I wonder if we'll see any movement there today , ahead of AIM opening tomorrow (and any RNS release before open on Tuesday(?!?)

Didn't think there were too many of us left. My break even is £4.03!

I believe that the technology is sound, and we definitely need better ways of storing renewable energy. I thought the RedT had an answer - still think storage will be key.

Like you, I had mentally written this one off to experience, so anything above zero is a bonus. Just didn't get out in time on the way down, and now not worth the bother!

I don't know whether anyone has been keeping track of such things, but RG's last notification of going below 3% was early January. 3% is roughly 43m shares - so if the rounded sales have been RG going to zero, I don't think he can be all that far off now, as the sells have been pretty consistent - e.g. half a million so far today.
It would be nice if we could have a period of time where there is no adverse news (e.g. forced sellers, RG, nickel price drops or global pandemics), to see what the underlying demand for HZM would be.
Like others, I have been here a long time (since Feb 2017 I think), waiting patiently, topping up when I can. I don't think I want to buy any more now - although couldn't resist the other week when the price went close to 3p. I have been burned by other holdings, so am reluctant to have too many eggs in one basket. That said, I think my HZM basket is larger than a prudent risk-managed approach would recommend. I am reasonably confident in this though, and happy to wait a bit longer for news!

I'd be quite happy for you not to be corrected!
I think that main question is how much of the value of HZM we end up with at the end of the financing process.
Did take a small extra chunk today - just with accumulated dividends in my ISA, rather than any new money.
As far as the big seller is concerned, if it is RG, then we will only know when the selling stops - after going below 3% I don't think he has to notify any further sales. I think that still represents around 40-45m shares - and I haven't been counted how many big sells have gone through since the last notification!

I have been trying quite hard to resist the temptation to buy more HZM, as I already have more than I should. SP currently sitting at about my average, but if it does drop below as Geng suggests it might if the support fails, I might find the temptation even harder to resist.

There didn't seem to be any major surprises in the call today - but I guess that if there was any market sensitive information, that would have required an RNS before the call.
Does seem to be a little bit of selling going on still - one of the questions today was about catalysts for share price movement (ideally in a positive direction), given that the Vermelho PFS didn't do it. JM suggested that there would be a number of milestones over the next quarter or so as they go through financing due diligence and also engineering works. Still seems to be the case that for long term holders there is a bit more waiting required.

"Full finance package in place mid-year to start of Q3 and move straight into implementation"

Sounds like it's just a general update - intro to HZM, progress in 2019, Nickel market and milestones for 2020 etc.
As expected, given no RNS, there diesn't seem to be anything new.

Still got a little way to go to hit my break even point, but definitely looking a lot better than it did. I always thought that dive at the start of 2019 was overdone. Hoping the recent Clareti progress continues...

As far as I am aware, RG has been selling down for months. Now that he has gone below 3%, he won't need to report any further declines - although he could still have a few.left to sell.

FYI - just based on the few who declared their hands yesterday, we can currently account for about 2.3% of the currently issued shares.

I wonder what percentage would enable a shareholder (or group) to request a seat on the board? (Teck seem.to.have about 14.5%, so we may have a little way to go!)