Member Info for Nthoftheriver

At today's nickel #price, the Araguaia #nickel project (Stage 1) makes over 21% IRR and around $1.75B free cash flow over the life of mine.

hTTps://twitter.com/horizonteplc/status/1151774556069273600?s=21

Probably use drill info as part of the Promo Pofile at Mines & Money next week. (IMHO)

Thanks levistubbs.

Hopefully, the selling won't drag on for long.

North

Just started to take a small position, but will look to build up over the next few weeks.

Hear the talk of shifting to Aim, would this be a part reason for a seller? Possible institution not mandated to hold aim shares or is this just to small a company for such things.

Not sure how long before it's no longer a fad.

China 2007 had 2,600MW Wind Turbine Power Capacity and over 188,000MW by 2018
UK in 2007 was 1,963MW and over 18,800MW by 2018.

Don't think you can judge things by our NIMBY standards.

https://en.m.wikipedia.org/wiki/Wind_power_by_country

Freeheel,

Don't post much on LSE. Thank you for taking time to put your thoughts and feedback from the M&M event and for the proactive link.

All I can say after seeing the proactive video is "bloooody marvellous" (IMHO).

Those late trades are from yesterday. But hope we are now close to the publishing of the BFS.

Should be 'upto' and EMR.

Upto,

Apologies if it's obvious, but can you clarify the 'warned' bit concerning ERM. I am a relatively new investor to ASIAMET and would think the ERM element would be a positive, but happy to be corrected.

Any feedback is much appreciated.

Think its the fact the stock is Dual Listed

Well said Redroy.

"Hold for gold" (Nice one)

Can't add anything new so sitting tight and waiting. Yes the SP is frustrating and agree the FS in August will be a game changer. It may not impact the SP immediately, but the pressure will build I feel.

Anyway the Nickel price is over 14K and LME warehouse stock is still coming down so all good there.

Good luck all holders.

Ah, Ok you were using the C1 costs, fair enough.

Maverick, Assuming I understand it correctly, (bit of a metal leap there). The PFS (2016) suggested a break even figure of $9,426/t, assuming that costs are up since then (labour, equipment and fuel), it maybe more like $11,000/t. So taking $15,500/t for Nickel price, the figures maybe more like (15.5K-11K) x 14,500 = 4.5 x 14,500 = $65.25M per annum. Still makes for good reading, either way. Happy for any feedback on the above.

Thanks Hedged. Just trying to get a handle on things. Won’t complain if we are anywhere near 40p mid next year

Chaps, I asked on the Advfn board what would be Impac to the SP projections based on where they think Copper price might be by then. any views on that?

Steelstones, Think Maverick might be suggesting a figure with that title of 231p, LOL. But then he must have well over a Couple of Million shares by now!

Nice podcast. Liked the mentioning of a bottleneck as we go forward. Makes the purchase of Vermelho an incredible deal with its Tier 1 Class 1 Nickel.

Thanks for posting that article Mrremmy. Some interesting points in there ....Traders have also questioned whether there will be enough nickel to support that EV boom. Market participants told Yang that around $13,000 per tonne for nickel on the LME is not enough to attract more investment in nickel mines and production. Physical traders are expecting the market to be extremely tight in three years� time, when battery demand is expected to really start kicking in due to the lack of supply entering the market..... ....Metal Bulletin Research's base case charts a path back to quarterly averages in the $14,000-18,000-per-tonne range from the second half of this year � a range seen for an extended period between late-2011 and early-2015, according to Cole..... All bodes well for our little company. Roll on the FS report. Good luck all holders

Thanks Daisan, Is that what Peter Bird means by 'a number of higher grade PODs maybe encountered....'

The new figures look good. Any one of the more knowledgeable able to comment. Thanks