Member Info for Nthoftheriver

Sounds like good news, but not sure how you monetise this research and the timescales involved. Anyone with knowledge on such things able to shed any light here.

Am a holder, so it a genuine query.

Lol, not so elementary.

Wrong tweet, lol

Just on twitter from ACP

https://twitter.com/horizonteplc/status/1267358458292076544?s=21

Yawn, deadlines. Sure they’ll get round to telling us what’s what.

“Always with the negative waves Moriarty....”
Kelly’s Heroes
https://youtu.be/0AEj3LA2vSo

If you sellout based on an RNS that says anticipates rather than definitely then you’re probably trading it. Good luck with that.

Oven ready you could say

Posted this last week, but may have got lost in all the posts.

CRUX Investors Video approx. 12mins.
https://youtu.be/6vC4b6X9qt8

Makes you wonder what changed on the Business Marketing front to drive the number of units. Good news either way.

I suppose realistically the RTO is the main event for us now. Hopefully not long to find out where things stand. Can’t believe the re-listing will be @ 2p per share or equivalent, but hell I’ll take that. Lol. Was originally hoping anything above 0.6p would have been great. Definitely getting interesting now.

Good luck all holders.

Reckon you won’t have problem selling the portion of Vermelho you retain, especially as it will be highly cash generative . Might even get a EV manufacturer take it up as it secures their key resource.

wassarunner,

With you there. Ironically to me Vermelho is now becoming front and centre. Considering it’s had little impact on our SP, be good to start see it take on some of the heavy lifting and the SP up to an assemblance of real value.

If you take a view that a Big player wants to get going on Vermelho ie scale up the actual size of the mine than go in small (as per our PFS), if they see this as a better return for them. It may be in our interest to let them take the lead. Take a smaller portion of V and take the cash from the sale to support Araguia. While the big player optimises out Vermelho we get on build out Araguia. Initial returns on would then offset our element of Vermelho development costs.

Lots of options I suppose. Getting very interesting though.

Difficult to know what the SP will do day to day, but get the feeling that Vermelho is becoming more prominent short term and hopefully help keep a floor on the SP. The presentation stated Glencore’s interest in Vermelho and our Teck Director being involved in issues on Vermelho make for good support to me. (Add to that the continued news on Battery makers and EV roll out, all very helpful).

Vermelho May stay on track, but who will operate it is my question.

Good find Luke, just makes Vermelho more interesting

Araguia won’t be online for a couple of years.

Reckon China is the main driver for Nickel price at present. EV and Stainless steel.

JMs presentation is at 1hr 38mins.

https://youtu.be/RWNHn4T93BY

Just got to ask a question on our New Director, as everyone was already asking on finance and JPM share sale.

Good luck all holders

Probably will be a pull back, but if we start to see nickel prices move up, then I reckon so will the SP.

More sitting on hands, lol

Reckon the drop post finance will be short lived as the market cap will be on the institutional radar.

Think as Nickel story becomes more robust we will be a sitting duck for the big boys. Araguia is a 2 stage operation, if the nickel price moves as predicted, we will surely move on stage in parallel or pretty darn close to. Similarly, Vermelho is huge and our PFS was scaled for a basic operation. I reckon a big operator will want to scale it up.

Hope we get a bun big fight for our assets.

No real idea why JPM sold, but let’s face Richard Griffiths sold down, presumably as he could see better opportunities elsewhere. He held through a lot of the rough period and when it looked as though things were/are becoming clearer, he up and sold out. Maybe JMP they did the same.

Hopefully things might be clearer tonight.

SHI is on the main exchange so tighter rules, in the Wild West it seems to me rules are less regulated.