Member Info for Mr.Flibbles

Should add the energy transition requires a lot of steal and that won't change with the macros.

The maco economics is there for all to see. A recession is possible but not guaranteed in the US. Position accordingly with inflation-linked bonds, consumer, utilities, QQQS if you like but also a % to HZM that fits in with your risk profile be it 1% or 30%!!!

Does anyone here have a list of Funds holding HZM? Even if it is just an index?

I think Vermelho brings in too much volatility and risk in the long run but is the key to higher P/E than 8 or so in the current climate.

LawrenceH I don't think so mate, the reason is what wasarunner meant. Overall I think its a bit of a market overreaction but we'll see how badly Chinese manufacturing is impacted in the combining weeks and we already know and factoring in the fed rate hikes.

26p level is also the 0.618% fib retracement point (not that I am a trader, this is in my SIPP for the divi but in the accumulation phase).

A big thank you all for sharing your research and views.

While I did take some profit that cash is reserved in a world tracker to buy any dips in HZM.

100% no RNS tomorrow.... its a long Bank Holiday.... a double whammy of a good weekend.

Seems as expected to me. Last year was an exceptional year for IPO's and deals, while this year was always expected to be unrepeatable for everyone in the sector. The market will eventually change. The clue was in the low P/E. Take the dividends and wait for FCAP to grow into a larger company and able to take advantage of the next market boom. OR sell and come back when conditions are better.

The 7.5p level is another older placement level right? Brazil small-cap index along with the bigger index are taking a breather. Also added some BRLA trust for Latin America exposure... they export food as well as natural resources.

When I say link on Google I really meant advert on Goolge. I did send a comment but was rejected.

When searching for "Shanta Gold" there is a link to a negative article on Shanta Gold. I know a little about Google Adword and generally, it is not economical for a content publisher to pay for an advert on Google for a single article as there is no ROI. It is hardly worth the effort. So is there anything underhand here? I am not a massive SHG holder so don't really give two hoots but anyone who is a large share holder should investigate.

The number one holding CHWY (chewy) is on track to break out of its downward trend to claw back the 3% drop to ICGT's 30% discount. It's a quality debt-free business in a great sector that's been hit by inflation, supply issues and staffing.

With stocks it is impossible to time. No one can.

All this LME talk here is not relevant to HZM but what is, is mining stocks and also Brazil and the rest of Latin America is doing well now and possibly long-term the region will be prosperous. It would be good to sell off the battery metal asset to Vale and Tesla gave us a clear indication that nickel won't be replaced any time soon.

Even Australia's performance is more relevant than LME chat. We could be at the start of a long-term metals bull market. Any profits I make in other stocks, ETFs and asset classes (like REITs, Private equity, CMOD...) I add to HZM in a balanced portfolio and I really don't mind us staying low as long as you have other momentum investments going up that feed HZM... even a world tracker like VWRP or the S&P500 tracker.

I have recorded and uploaded actual weather forcast on a Brazilian TV channel in Spanish (not Portuguese) with English subtitles:
https://www.youtube.com/watch?v=kZMUAd7OJc8

Announced half an hour ago...
https://www.bloomberg.com/news/articles/2022-03-30/tesla-dodges-nickel-crisis-with-secret-deal-locking-in-supplies

Well for GROW maybe the next day (tomorrow), poor European macros but the region is cheap pinning them down. Nice to also diversify more global and into the US via ICGT.

Time spent arguing here is unproductive. Agree to disagree and move on. I suggest contrarian123 you move away from this forum and spend time researching your next big win. Nobody should be telling people to invest or not, simply discuss the facts in hand. Personally, I am only seeking 15% pa annualised in my poroflio and will continue to invest in a basket of assets including the nickel in the ground at HZM.

The FOMO building up in this forum is clear for all to see. Vale up 50.07% YTD and all these miners are on "buy" technicals.

The nickel in the ground has value, we don't necessarily need production. Miing super-cycles continue through a potential recession (due to higher inflation) be it volatile. FreeTheCaterham7, my market experience tells me or you that you can't predict share price movements and it is worth holding a basket of stocks, trackers and funds.