Member Info for Rover62

When do the 7p warrants expire?

https://www.youtube.com/watch?v=aIqqIiGHTLs&t=218s

https://horizonteminerals.com/uk/en/videos_and_audio/

MMs, or Market Makers. Do they have the power, probably not, but they have a vast influence over the market. Do the not determine the bid, ask and spread of the share?

Not week I meant to say month. Doh!

I’m not usually one for a good conspiracy but I find the price action over the past week very convenient. 90p to £1.40 and the hold. Placing to placing.

The only negative I can see is the Detailed Engineering package is slightly behind schedule.

https://horizonteminerals.com/news/en_20221215-investor-presentation.pdf

There will always be those who want their marshmallow today rather than wait.

The question is whether there are enough shareholders wanting a dish full of marshmallows later.

There will always be a price that tips the scale, but believe this would be hefty as I believe the best value for shareholders is to hold for dividends.

I don’t think a serious bid will come in until A1 nameplate production, and by that time we’ll be in the box seat. I would think that because we would be then a JV would be more likely for V.
So dividends are for me.
AIMOHO

I agree with FTC7 that Orion and La Mancha will not let this go cheap.
As others have previously stated that their investment strategy is for a 3 to 5 year timescale with a 3 to 5 times return. That would take them to a point of when A1 is at nameplate production and A2 well into construction. Not to mention the stage V will be at. So just looking at their strategy they will be looking at a minimum of £4.20. Given this is their investment in A1 they will see A2 and V as a freebie that adds value. So I believe their 3 year investment point they would be looking for nearer £6.00.

This is not based on my view of the fundamentals of HZM, but their’s.
AIMOHO

Hzm announces that CEO, Jeremy Martin and CFO, Simon Retter, will provide a project update to investors via the Investor Meet Company platform on 15 Dec 2022 at 10:00am GMT.

All mining stock down today, if that’s any consolation.

In my humble opinion I believe we will remain independent for Araguaia with Vermelho either being sold or a JV.

At this stage the company is an explorer so what I’m currently looking at is making sure the company has an asset that’s going to be in demand in a place that it can be extracted.
I’ve just been stung by a nickel play in Russia, Amur Minerals, in the far east.
So the fact this is in Germany, in an old mining area is a big plus. Most of access to the mine site is sorted. It’s utilises old mine workings.
The new PEA has a larger scale operation with a Lithium product aimed at the battery market plus other byproducts.
The CAPEX and OPEX look reasonable against the NVP.
The board seem capable (you’re more qualified to say on this)
The project is moving forward.
At this stage the question is if the board are wanting to take this to production or have it as a buyout target.
The other is if production the what 5he dilution will be.

Pp, agreed, but just doing a crystal ball job.

I think there is still a few options between a full takeover and staying independent.
Keeping A and just selling V or joint venture for V.
With current DFS being produced I think JV.

A) £5.00 takeover before mid 2024
B) £3.00 at A1 production mid 2024 dividend 10p
C) £6.00 at A2 production end 2025 dividend 30p
D) £9.00 at V production end 2027 dividend 60p, assuming 500 shares in issue.

I’d like to propose an alternative list assuming we never get taken out.
Firstly share price at production for A1, A2 and V.
Secondly the dividend paid at production for A1, A2 and V.

https://horizonteminerals.com/uk/en/significant_shareholders/

Interesting!

http://broadcast.com.br/cadernos/financeiro/?id=a254RjdHMWFJWnBndVlWRW5tVytYdz09

Sorry, I’ve been out this afternoon.
Thanks for those who have responded to Stummer’s question.
Those after my feelings as well.