Member Info for Sparticus12

i would say 10% thats in the lowball offer territory
and now we how a nice revenue stream it has added protection from these types of offer imop

They havent drilled for two years, so not sure why your worried about the winter
They stopped drilling when they got to 150 million tons think that was probaby enough comfortably over 20 billion dollars worth
Not worried about warrants either they been selling them for years regularly
The price wont go much below this price again, its at bargain basement imop
Hzm is a dam good share well in over there but cant realy compare them
If hzm 10 bagged its 70+ pence probably quite possible
If amc 10 baggs its 20p thats very comfortable imop
But hzm is further along, but that can also change

100k a week WOW (not)
were they not very confident of there test, that they didnt bother up scaling manufactor as it was being checked ?
or couldnt they invest any decent amount of money to do said up scaling ?
why didnt they get other partners to agree to manufactor at scale for them ?
or are they planning to up scale as they slowly pull proffit in ?
if so great buissnes plan nice bit of forward thinking (not)
that 100k a week has just changed the face of testing across the planet (not)
what are the s/s numbers ? are they amasing ? why are you not shouting about them ?
as always sorry for the big D

your like a sheet of glass...cokcwomble deramper

anybody know any good lithium mines ? sorry its off topic

the extra area of license that we allowed to lapse
i would imagine we have first refusal on re applying for it
just not sure why we let it lapse either was to save money on an area were not getting to for ever
or there isnt much there, cant remeber if any reasons were given at the time ?

Completpy wrong there chap
Amc have got many years tied up with the license, and now with recent purchase very comfortable cashflow, why would glencore try silly games with offtake ? Nothing to be achived, apart from loosing alot off nickel they want to a competator
We are not giving them nickel you numpty, they will buy it ? Very strange comment, sounds like your just making it up, or dont know what your Talking about chap imop DYOR

All i know is i am buying more, and i got plenty all ready, just wish i had as many as TDT
With the potential of 100million revenue for our share wow, even if it waz 30million think about that and the current mcap
We could get some decent finace for our mine build i am sure
I am pretty sure glencore realy like our 2018 drill results, there scraching our back to make them our prefered offtaker no brainer buissness there
If we start getting 50/75 million revenue a year, we can raise our own finance no problem i would think
As TDT says if we can get to production thats where the money is, how many exsplorers manage that ?
A nice revenue stream blows any lowball offer attemps outnthe water
If share holders can see plenty money coming in a nice secure company they wont be excepting any old offers imop

Ethio your not even convincing your self
You might think odx is great, but the market certainly doesnt look at the sp

anybody got the link to yesterdays interview with gervais williams, i v missed that somehow ? cheers in advance

nice bit of work posted by PikedPeck on HMZ
Soundbuy... Did you read either the Araguaia PFS or vermelho FS? Both have a sensitivity analysis in them to allow for exactly that.
Doing a revision of the full report might not be that worthwhile - the project economics are compelling even without the earlier than expected Ni price move and shift of the Real. $3-5Bn NPV range is close enough for something that costs £100m. That NPV is a multiple of the current NPV attributed to EUA for example.

So HZM mkt cap is currently 2.5% of the mid range NPV of its two projects. If it ten bagged from here that would still only be 25% of NPV , comparable percentage to say KEFI, and still way lower price/EV ratio than something like EUA or GGP.

I'm not being negative in any way about those companies, what I am saying is that HZM has a lot of room upwards before fair value is reached.

AMC with the same comparisons is approximately 1.9% of mid NPV and would be approx 13 bag from hear at 25% NPV
using pfs feb 2019 (excluding 2018 drill results)
FFS option nickel @ 8$ pound NPV 987 million current MCAP 19 million
as above no negative intended as i am in all 3 of these quality companys
1) EUA de risked the most with offers pending massive resource potential
2) HZM just behind with more work done to get to production, but needing interest to turn up for the quickest realisation of upside as EUA over 2 mines large NPV proven
3) AMC bummbled along in the wilderness for many years but after Adam Habib appointment and seperate revenue stream secured very close to russian equivaent FS/TEO followed by BFS, in someways further forward starting to get interesting again
current SP 1.9 making smaller NPV compariable
there all in different postions in the cycle, but 1 doesnt follow 2 or 3 or 4 as proved above imop
as always sorry for the big D

i agree but not buying more yet when theres all them shares to be dumped, going to watch what happens for a few days before i do any more imop

can i have 10.1p please chap

apples and pears Moneyman64
silly trying to compare chap, all you need to know is where they are in there individual journeys and try to top up with both when percieved oputunitys arise
only time you can possibly judge them is when you get out and how much you made imop
i am in both heavy, only 6 figures HZM but 7 figures hear like many of the ole LTH
these prices are an absolute bargain if you want many multiple baggers imop
only difference is financing i know thats a big one that unlocks great reward well lets see what happens when amc does it
Adam i think is making that possible
dont forget AMC has NPV very similar to phase 2 of HZM with 2018 drill results missing...let that soak in
i love both shares DYOR

cheers chap, yes we are on the same page with that one, i got in a little earlya with that one
and there is another thats deffinately worth a good punt at sub 2p
i am pretty sure the exit profit money from hear will be going into these

Dont know what all the panics about
its quite simple the sp is just floating around at bargain basement, if people would actualy DYOR thet probably wouldnt swet so much on every fluctuation
again the price only matters when you sell

which ones that then Plface
dont be shy

Yes hopefully hes okay, hes been quite

"I don't blame you, whatever happens from here, in percentage terms this has done most of what it's going to do for an investor who was in it early doors."( i replied to this )
% terms had done most of what its going to do ?
your maths is floored slightly chap
think about it the smaller % gains now if you were in from the start have a greater affect now in overall value
Sparticus The small percentage gains effect the value the same for everybody surely, regardless of the price you paid for your shares.
i didnt say they did chap, please read again
the context was some Lth getting out early because they have made most of what they are going to
which i believe is a floored perspective imop

you only have to look on hear to see how they are struggling to meet testing demand
its a battlefield of poor tests or poor volumes
something going on if there chucking out 500k a day by end of october imop
https://chs.asu.edu/diagnostics-commons/testing-commons