Member Info for Strow

I’m out guys

Huge losses

I wish everyone the best for the future and I’m done with investing-best just stick to the day job and educate the kids not to do the same as me

You are definitely tempting fate here Billy

Hoping for higher high in Nickel price to confirm bottom at some point soon-certainly bouncing a wee bit around 16.5

The tide is turning I feel against the disgusting greedy polluting process in Indonesia

On little/no volume though Lawrence

Holding firm here-do or die yet again 🙄

Goldman talking their own book again and actually advocating shorting nickel.

They are a shower.

Totally biased to their trading position.

Sound familiar….

I would be prepared to put more than a small amount of money on him being back and back here too unfortunately and I have explained why before.

He won’t be able to help himself.

I am kind of hopeful here that all the lenders and cornerstones will manage to thrash something out here.

The plan put in place by the company now seems really solid and they have a wealth of experience in the team.

The senior lenders run a real risk of not seeing any payback from this for 10 years plus if they delay any further.

Just doesn’t make sense not to compromise with each other and make it all happen as everyone is a loser really if they don’t

Rob-they may not have confirmed to you 29th because that is Easter Friday 😉

Https://www.mining.com/push-for-esg-price-premiums-may-reshape-global-critical-minerals-markets/

I mailed the company about this but never got a reply.

It seems like a no brainier for the future of both projects as the diesel is the only remaining significant barrier to reducing the opex significantly.

Canada Nickel and Mark Selby have said that it will offer them a 40% reduction in opex.

It’s truly massive and partly why their LOM opex costs are right down the bottom of the cost curve.

The only barrier is initial Capex outlay for this but I think HZM should be very seriously considering it as it would also be a massive plus and a final cog in their green status as a company.

I was disappointed not to receive a reply but they may have noted it and got more than enough on their plates trying to save Araguaia right now

Https://www.thejakartapost.com/opinion/2024/03/05/nickel-rush-needs-a-rethink.html

Sorry no chance of that Rob

Way beyond repair

Https://www.gbm.hsbc.com/en-gb/products-and-solutions/finance

Https://www.business.hsbc.com/en-gb/insights/sustainability/metals-and-minerals-turning-supply-gaps-into-investment-opportunities

Does make you wonder m and m

I need to take a look and see if hsbc make significant metals project investments

Lawrence-do you really have to stoop to the same level ?

Its non stop

I think this is all about buying time to negotiate a better deal or at least as good as they can get

Https://m.youtube.com/watch?v=rxXCkSNGeEM

Thanks-take it and appreciate you sharing your knowledge there-very useful to know

On a level as a human being one is slightly more disgusting than the other,you can take your pick but neither are worth any more engagement in my view.

The other way you could see it is that to both of them this is just purely business albeit still depraved in the way that it is done.

I answered my own question about 29th March.

As per the RNS Horizonte may also have to put in protective measures if the senior lenders do not extend their waivers or claim against the company for the senior debt.

Basically we do potentially have a further 2 months in which to negotiate if that is granted as well in the event.

The interim raise will be really interesting.

Are you talking about the right project here lfontes ?

As far as I am aware Araguaia is farmland not forested.

Lawrence honestly just filter contrarian (and publican).

They are really not worth it

27th December

You can bet that anyone deramping at this point just wants in lower before a deal

They are not and have never been negative for everyone else’s sakes