Member Info for Slubby

Thank you for that Catchingpigeons, HZM has had a lot thrown at it since I increased my holding big time at 4.4p about a year ago,... two forced sellers and a mining tragedy, then there is the price of Nickel linked of course to Trump and China!
In my opinion nothing though will stop the EV revolution, or the need for Nickel for the next decade or so, as your article says. That's where HZM scores, it is already well along the the road to mining, not ten years away and with savvy decent people running it. If EV firms want Nickel, they will have to pay the right price eventually.
Bring on those Vermelho results please!

https://m.youtube.com/watch?v=G84W1FwygH8
They start talking about investment strategy after 19.30 min, no mention of banks future pricing though. Whole lot worth a listen, I paid 4.4p and I am content.
Those Vermelho test results were imminent then, they can't be far off now, then game on!

Hi Unity, Simon Retter the Chief Financial Officer is reported to have said this in a Q and A session at the end of the AGM last month.
Salmonn a private investor on the other board took extensive notes and it was said by Simon Retter that the banks use forward pricing of Nickel in their planning and as long as they are confident they will get their money back they are not looking beyond the period of the loan say ten years. With a Nickel grade of 2% for the first ten years this was said to tie in well with the loan period.

They have tier 1 banks on several continents willing to lend on the basis of the future predicted price of Nickel, plus possible offtake agreement etc.
I'm sure they would look at a good offer, but no good looking like a sitting duck.
Their options are at 4.8p, would have thought they could surpass that.

Funny old world, Bacanora with lithium the wrong side of the Mexican border, with Trump's new tariffs, is actually up in price.
Plod on, I have done a G Paltrow and have consciously uncoupled myself from the share price. There is a resource, those in charge are very capable, I doubt Jeremy is going to stand up next week at the International Nickel Conference and wave the white flag, or his NFU membership card.

https://samso.com.au/asx/mincor-resources-acquires-long-nickel-operations-good-times-coming-for-the-nickel/

With thanks to the other board.

Jeremy Martin will be talking at the International Nickel Conference in Amsterdam on 6th of June. He will be talking on the future of green field Nickel sites including Araguia and Vermelho.
Wonder if we will have more new on Vermelho by then?
Of course he could say we have decided to grow sweetcorn, think that is fairly open minded.

http://www.mining.com/bhp-bullish-long-term-evs-prospects/

Steven will be happy think he has invested in Ars, (though we could pop over and cast doubts on its future) nickel gets a mention too.

https://www.telegraph.co.uk/news/2019/05/29/electric-car-owners-charging-vehicles-extension-leads-lack-charging/

https://simplywall.st/stocks/gb/materials/aim-hzm/horizonte-minerals-shares/news/could-the-horizonte-minerals-plc-lonhzm-ownership-structure-tell-us-something-useful/

At 1.72 mates rates!

http://www.mining.com/bhp-bullish-long-term-evs-prospects/

I lost a lot of pocket money on Cromptons Cake Walk on the pier a long time ago.

Good paper loss on this one too, but quite a nice gamble at this price, in my opinion.

https://www.slideshare.net/mobile/Glencore/glencore-baml-2019-global-metals-mining-steel-conference-presentation

As on HZM site, hope it is of some use.
Worth investing here for the long term?

Cobalt supply needed page 15.

With thanks to the other board, pages 12 and 14 particularly interesting, HZM won't be late to the party.

https://www.slideshare.net/mobile/Glencore/glencore-baml-2019-global-metals-mining-steel-conference-presentation

Rightly so if you neglect your infrastructure. Thankfully HZM don't need tailings dams and have been extremely conscientious with their preparations.
It has been suggested that Vale had annoyed the authorities in the past at Vermelho, saw little hope of getting the required permits for the mine easily, so sold it to HZM.

According to Money Sponge yesterday, JBer want two million shares at 1.80. They seem to be walking it down nicely.
Mine cost me 4.4, so they won't get mine, perhaps those of you who bought lower could oblige.
I'm sure they will be grateful.

https://www.metalbulletin.com/Article/3874141/Latest-news/LIVE-FUTURES-REPORT-1605-Positive-trade-headlines-buoy-SHFE-base-metals-prices-Ni-up-05.html

The 'Holy Grail' of $14,000 a tonne was achieved even amidst the trade talks turmoil!
You never know it might happen again and again......

I reckon there is many an outfit would like 5 million in the bank and merchandise you can't buy online, that is becoming increasingly 'intrend.'
I see someone over the other side had brought up the hoary old chestnut of having to qualify the accounts as a going concern. This comes up each time, I'm surprised someone who seems to be a savvy, but cautious investor, has trotted that one out.
Still it sends some investors running for cover each time.