The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
https://seekingalpha.com/article/4279565-nickel-monthly-news-month-july-2019
Long read, lots going on, draw your own conclusion.
Thank you Catching for the correct info on JM's shares, amazing what's on this site when you start looking.
Interesting snippet, BHP will sell nickel sulphate from their mine in Australia with single or multi year agreements and with a set premium on the LME nickel price.
This is a mine they considered closing in 2015.
https://horizonteminerals.com/news/20180601_award_of_options.pdf
http://uk.advfn.com/stock-market/london/horizonte-minerals-HZM/share-news/Horizonte-Minerals-PLC-Director-PDMR-Shareholding/78706401
This is it as far as I know, but I stand to be corrected. He has options that will vest at 4.8p.
https://www.miningcapital.com/companies/stocktube/13571/horizonte-minerals-to-advance-its-vermelho-project-into-the-growing-ev-battery-space-13571.html
A reminder of why we are invested here. Some of us are feeling a little impatient because we feel mid year is upon us, but all credit due to the people who have got the mines to this point.
https://thedriven.io/2019/08/01/in-depth-electric-vehicles-horizon/
The tipping point has been reached, masses of vehicles planned, masses of nickel will be needed.
I salute the one buyer we seem to have had today for their foresight.
https://horizonteminerals.com/uk/en/contact/
To name the day would be foolish, but perhaps a little guidance?
I emailed twice last year and got a reply within hours from the CFO, it was after the FS for Araguia. I can only hope the reason they have not replied is that they are really busy with something important that is imminent, not that they have lost their manners.
https://www.mining.com/cobalt-nickel-other-battery-metals-face-supply-crunch-by-2020s-woodmac/
https://cleantechnica.com/2019/07/29/huge-tesla-high-tide-in-europe-june-ev-sales-report/
https://insideevs.com/news/361954/tesla-1-twh-battery-cells/
Yep, nickel about the same price it was this time last year when we were patiently waiting for the FS on Araguia. By the time it came out (first part) late October nickel had fallen in price.
We can only hope if we wait that long this time the nickel price goes the other way.