Member Info for Nthoftheriver

Bwana,

Thanks for the feedback. Anyone buying in before the next news will do very well I’m sure. (That’s why I’m still here lol), so wish you well in any further top ups. Adding more did cross my mind when we in the 6-7p zone, but had other fish to fry and spread my risk profile. Know it’s not everyones approach, but all eggs in one basket is too scary for this retiree.

The company is on the cusp of a step change in status. I’m not here for the dividends and I’ve no doubt if they get that far, there will be some big ones. Nickel is a commodity and has cycles. We are on the up cycle (brilliant planning by the board) and hope to ride the wave. But will be converting to boring investments trusts for dividends further down the line, that just suits my strategy.

Fortunately for me my investment in ARB and it’s recent rise has allowed me to take less risk across my portfolio and trim back smaller amounts here in due course. Not lost faith in the board or the investment case here just planning out future allocations across my portfolio.

Good luck all holders.

JPP, thank you and wish you well on your investments.

For me, have put some monies into a few speculative stocks. (BLU and SYME). Already have a nice holding in HZM (Ave 3.3p) so no more there. Rest is in boring dividend Investment trusts and a mixed asset fund. Being retired my investments are my income, so steady eddy shares/bond don’t seem too bad.

Good luck all holders.

Poor paraphrase, but you get the point.

Spitfire, totally agree. Set your own markers and try and stick to them. I bought in here around early October, 5-7p in small amounts at first all the way upto 10p (Average 7.7p) Trimmed my first lot around 15p. Looks daft now, but that felt right at the time, to me. I don’t know anyone else’s personal finances or status and that doesn’t help my portfolio. So the school of hard knocks (and howlers on AIM) has taught me to follow a more prudent path. So here we are at over £1 still have well over 50% of my original holding. Will take smaller bits off in probably 15-20% rises, although my last trim was at £1.26. How high can this SP go? Don’t know. It’s a lot higher that I though we would be when I first bought, lol.

Good luck to everyone what ever your own plans. They are your own plans.

Morning all,

Well been a nice first week to the new year with HZMs SP reaching 9p. Early last year I was thinking the Equity raise would have been 10p, based on JMs comment that the Orion deal was equivalent to an equity raise of 10p. In fact this statement kept me sane in the mad plunge to sub 1.5p. (Wish I’d bought more then, but that was a scary time and didn’t have cash at hand). So here we are near my 10p target and I’m now speculating this might be about right. Why? Sure with Nickel price being around $18K why not go for more, surely JM could put a squeeze on, as everyone can see where the Nickel market will be in a couple of years. Problem is deals aren’t done over night and I think the price was probably set a while back to secure cornerstone investors. Not that the SP can’t rise above the raise price. Let’s face it, on getting the funding sorted we are a completely different company. Phase 2 & Vermelho are then on the table, so we should really motor upwards. Thought this might have bee 15p, but now Nickel is higher that when I originally thought this so maybe now 18-20p. As news rolls out on progress plus any deals/ news on Vermelho this could push a lot higher.

For me, around 10p was first marker to trim a bit. Been here over 4years so will think hard on this, especially as we are now close to funding news. (But see this as a good marker for me).

Anyways, sorry for the ramblings, but be interested to here some other peoples views.

Good luck all holders.

Mazza, hasn’t been JMs style. The company likes to let their actions speak. (Annoying sometimes agreed, but that the way they’ve played it to date).

Look at the Orion deal came out of the blue, no leaks. Before that was the Vermelho deal. At the end of the day they haven’t let us down even if the SP short term is not where we would like it.

DJ, did mention ARB here previously. Got into it 3months back average 7.7p. Hard to imagine it’s 77p now and probably £1 today (based on US otc pricing).

Reckon that HZM will 10bag for me (average 3.5p) and a few others sometime this year, assuming Nickels expected to be around here or above.

Nice to see it above $18K this morning.

$20K doesn’t seem so far off now! Then we really are into serious money potential and got to be a serious takeover contender.

Nicely done.

Managed that today aswell. Although I will be trimming some along the way to hopefully the £1 zone. (Just my approach to keeps things in check).

Argo (LSE: ARB), the leading cryptocurrency miner based in the UK, is pleased to announce it will co-lead an investment in Luxor Technologies ("Luxor"), a hashrate management platform.

Pilgrim1.

I’m happy in general with what the company are doing. As such added more shares this morning. (Granted only 20K shares, but happy with my overall holding here).

However, my point was with competition we might have a great product but not necessarily get the greatest of success in the market. But as you say I’ll let GB get on with things and leave it at that.

Hopefully, we can get some news on a positive trial and potential roll out programme soon.

Sadly competition is going to be pushing hard on our heels. We need to ensure we don’t follow the route Betamax Video Technology went. (Superior technology, but never got critical mass and lost out to VHS, which wasn’t as good but became the norm and cheaper to produce).

Anyway more interested in the Waste water and Labskin stuff for the long run. Although this might be more headline grabbing short term.

On the Vermelho front, it’s why I reckon we might see our friends come up with another royalty deal and allow negotiations/works to run concurrently.

Wasa,

“.... I suppose question is could the delay to Covid be used as a cover to extend timeframes to negotiate a sale. Answer: of course it could :) We will see! ....”

Must admit did ponder this option myself. Could understand if JM had said a drift into Q1 (even late Q1) to sort out finance due to extraneous issues, ie Covid. But why add a longer period of conjecture. It just doesn’t sit right. Ok even if we got to March and Covid was really hampering resolution on Finance then it would be fair enough to push out the date further, especially as it’s not due to anything wrong with the business per se.

I suppose under the theory a deal is being thrashed out, the prospective party could accumulate shares with the drift in SP at their leisure of next few months. But then surely something like that can’t stay sealed up for too long before someone’s hand gets tipped. All interesting speculation, but no wiser for it.

Back to sitting on hands.

Taken a bit of a knock back today along with other commodities. (Think Covid MK2 and the Strength of the USD has had an effect).

Still at $16,800 it’s well above our base case metrics for Araguaia ($14K)

Still well over $17K, so pretty good demand out there.

Nickel looking perky this morning.

Hopefully a good on the SP front for us today.

Wasa,

Covid seems to be very selective when it comes to bankers. I mean all those IPOs, debt raises by companies globally. Not sure Covid is the log jam JM makes it out to be, but that’s just my view. (Hoping finance is more Q1 than Q2)

As Nickel is around $17,500 wonder how other miners will fair on getting funding.

Well fast approaching 2021. Will be glad to see the back of 2020 sad to say. Must admit this time last year thought 2020 would be HZM’s year, but here we are and now expecting big things in 2021 from HZM. (Think my other lesser holding in ARB will do well too, assuming Bitcoin is in for a good year).

Good luck all holders.

Thanks chaps who posted stuff on this over the last week. (Lumpy Gravy, Luke 2 et al).

Just noticed that my holding of Edinburgh Worldwide has a top 10 position in Quantumscape (tied in with VW and have some Tesla people on the board). Will be paying more attention I suppose now, bit more reading and video watching over the weekend for me,

In a recent article within Investors Chronicle when asked what’s next, among the current holding Tom Slater mentions “Relativity Space” alongside SpaceX.

Relativity Space appears to build rockets using a lot of 3D printing technology.
https://www.relativityspace.com/

Can’t find them on current holdings list so may appear in new update.

Anyone who like me holds Edinburgh WorldwideI, will also see Quantumscape as a new addition top 10 holding. Solid State battery tech for the EV market.
https://www.quantumscape.com/