Member Info for Slubby

Thanks to the other share board then, not ouija board.
I would call it more of a nightmare actually, probably should use my time more constructively and simply wait for the finale good, or bad. Thanks for asking.

https://www.designnews.com/content/nickel-may-be-limiting-material/197252724161308

Thanks again to the other side

Article below is a long read and also 18 months old, but they seem to have predicted the unfolding scenario well.
Nickel production vital to the growth of electric vehicles, the more nickel in the battery the longer the range.
Plus nickel will still be essential if solid state technology progresses in the distant future.
Then of course there is the need for cobalt which HZM will also be mining.

https://www.mckinsey.com/industries/oil-and-gas/our-insights/metal-mining-constraints-on-the-electric-mobility-horizon

With thanks to the other board.

Thanks Catching, It's a dirty job but someone has to do it.

Thanks to you and all others for their technical knowledge and input.

We are inching along that mining graph timeline towards that rather steep ascent (hopefully)!
We have surely had more than our quota of forced sellers?

https://uk.reuters.com/article/global-metals/metals-shanghai-nickel-jumps-lme-3-month-spread-at-decade-high-idUKL4N25C0UD

Griffiths selling his liquid stock (including us) to get at a steal with Woodford's distressed sells, knocked us back, just as we were gaining traction.
I don't think investors can believe that a junior miner has quietly got together such a quality investment in nickel, and progressed it to be ready at just the right time in the nickel cycle.
Plus nickel is not a glam resource, if it was called the Golden Horizonte Mine, investors would probably pick up on it sooner.
We will be on large miners radar for sure.

Thank you, confirmed my initial thoughts.

https://www.fierceelectronics.com/electronics/tight-nickel-supplies-could-haunt-ev-makers-long-term

https://horizonteminerals.com/uk/en/investing-in-nickel/

Their twitter followers are increasing nicely.

https://www.teslarati.com/tesla-superchargers-ev-chargers-outnumber-gas-stations-uk/

https://www.livewiremarkets.com/wires/ev-s-will-make-nickel-a-once-in-a-generation-investment-opportunity-says-bhp
Plus another junior bags a nickel mine in Brazil, Vale is obviously under a bit of a cloud there, after the mining dam collapse. Don't think the nickel grades are as good as HZM's.
BHP says it is early for major investment, the big demand will be mid next decade. As a nickel mine takes ten years from discovery to development, I presume they must consider nickel to be a very good long term investment.
Vermelho timing should be bang on.

... and is banning new petrol and diesel cars by 2032.

https://airqualitynews.com/2019/08/16/21854/
Scotland provides plenty of charge points and generous subsidies for E V vehicles

https://www.energyvoice.com/otherenergy/205615/bp-starts-uk-rollout-of-400-ultra-fast-ev-charge-points/

Thanks Westie, the graph was bought to my attention about a year ago by Justin Waite. He said then it was too early to buy HZM then, now I think we are in the dying embers of the orphan period.
Always a chance a big strong parent will come and adopt the poor orphan, first thing we would know I presume is an early morning RNS.

I thought you were aware Westie!
Shame the detailed broker notes only seem to be available to subscribers.
I'm sure major mining shareholders like Glencore and Teck are up to speed on many things we don't yet know.

Hi Westie, the recent 14p BUY broker note, would I understand cover up to a 12 month period.
A lot will be going on in those twelve months, so they must have considered HZM's prospects fairly thoroughly, including cash burn, equity fundraise, this is their conclusion. They are a guide, not gospel obviously.
Regarding the 'Cash falling Hard' theme which dominated yesterday, Nickel Investor popped in to say much the same in June, our price then 1.75p. Even a broken clock gets it right once. There will be a fundraise, but our CEO has said it will be after off takes etc. Non dilutive Royalty agreement starts things off.
They will not sign off take agreements though they have been offered, until just before signing financing agreement, does not take a genius to work out why.

https://cleantechnica.com/2019/08/14/china-is-leading-the-world-to-an-electric-future-four-takeaways-from-my-recent-visit/

Wonder where the rest of the world will get its nickel from?

https://www.reuters.com/article/us-nickel-indonesia/indonesia-to-speed-up-enforcement-of-mineral-ore-export-ban-detik-com-idUSKCN1V2158