Member Info for Mr.Flibbles

"What’s the relevance of next week if I may ask?" - the sector and markets are up this week and inflows into open-ended funds should increase due to sentiment.

Absolutely many of you all could have done this damage on their own. As mentioned before there is no buy volume hence the charts are absolutely useless... yet I did stupidly add on the trendline knowing this at 6.19p and yep it dropped under the trendline. I am new investor here and easily have enough funds to soak up this dip and support the share price but I rather wait and see after finance.

If you look at the low volume you'll know it won't take much demand. Mining stocks are recovering and once people start buying the open-endend small cap funds... and I think they have put their buy orders in for next week, we could see recovery.

Industrial mining index continues selling off as much as -2% today alone. Small-cap value is also down meaning outflows from open-ended funds like the marlborough micro-cap. That is all we need to know. Charts are useless here due to no volume other than the sellers.

Rain and flooding is not good for mining up time.... just saying.

Anyone holding here needs to accept that HZM is a latent-growth prospect and inherently will under perform the stock market that generates around 11-15 percent annualised. So if does 100 percent it's a job well done.

It may go lower but the chances are that HZM should go up with the sector next week.

Thanks for the response. I am slowly buying back in including selling some quick profit in WISE for CHRY. I hope THG will at some point reverse in direction.

DireEmblem, how does CHRY not reflect book value? The NAV of any trust I presumed includes the cash and assets, so are you speculating on forward NAV rises since March?

Summary
* Graphite prices were flat the past month.

* Graphite market news - IEA report - Demand for graphite alone will grow 25x by 2040 (sustainable development scenario).

* Graphite company news - Walkabout Resources expects Q2 2022 start for graphite flake production. Talga signs MoU to provide active anode material to Freyr.

* NextSource Materials secures graphite flake offtake agreement with thyssenkrupp Materials Trading. Leading Edge Materials positive PEA for its Woxna Graphite Anode Project with US$317m Pre-Tax NPV and 42.9% Pre-Tax IRR. Nouveau Monde Graphite raises US$59.4m.

https://seekingalpha.com/article/4436870-graphite-miners-news-for-the-month-of-june-2021

In the meantime, I added the 40% into AUGM. This may take a while to liftoff after the placing but it is all swings and roundabouts so rebalancing is good to do. And NAV is king.

The share price is starting to get ahead of itself. I had reduced by 40% but the quality of the companies will keep me coming back when all the hype has cooled off

Well Q3 starts on Thursday and ends in September. HZM is by far my largest holding at 5% ahead of Google at 3.8% so I have plenty I could sell to maintain 5% if this drags into Q4 and beyond.

I have actually added as the SP rise of other funds like CHRY and GROW have gone up above NAV and AUGM will be playing catch-up for those line me who like to wait but not wait too long.

Both, also take a look at HRI that focuses on smaller tech companies with a UK bias currently on 14% discount. As inflation fears deflate as they are we should do well. Note SMT was on a 7% discount now narrowed.

I am calling this weeks low the bottom but with small caps and miners, there is not enough volume for me to go piling in with any certainty as I do with index funds. I think we are most likely bottom. The shock of last weeks inflation and tapering news will subside and Blackrock mining trusts have bounced so I remain optimistic in the weeks and months ahead.

I have added today but believe the funding is not imminent otherwise the share price would be stronger.

I am going to call the share price the bottom based on the previous Fibonacci retraced to the same point as last time. I have some dry powder should it fall to the 50% fib.

I am sure plan B won't happen because HZM will make more revenue from these assets than a major could. I believe, but I am not an expert, that this is because of carbon credits that the majors don't have? - if someone more informed elaborate, that would be great.

Not strictly just a pension fund but Baillie Gifford Managed has a top holding in a Nickel price tracker. It's all about being a producer though and I think small-cap will still be off their radar. HZM should make it into funds like TB Amati Strategic Metals Fund. The funds with the HZM have fallen with the wider mining sector as inflation fears drop off. Performance of BRWM and BERI have correct so any falls in share price are as a result of the market and nothing HZM is doing. I am tempted to add.

Just depends on the bureaucratic system of the country. We invest in high-risk stocks like this, we have to expect these things otherwise the share price would not be this low. This called latent growth as opposed to normal "grow" investment.

Bit of a presumption here. Are most investors here see ESG as a nice to have? Some may give more weight to it in obtaining certain milestones to production. But what I wonder, if anyone here sees the massive benefits of de-carbonisation in terms of potential cash flows including carbon credits? I am out of my debt but I suspect a major who is not ESG buying us out would actually result in less future cash flow.