Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
Kevin “Meet Kevin” Paffrath interview with Peter Wall. Should get a lot of eyes as Kevin has over 1.7m subscribers.
https://www.youtube.com/watch?v=vrVkOTB7RZA
There’s a huge trade now showing from earlier today!
06-Nov-20 09:08:07 1,005.652 165,595 Sell* 1,044.00 1,046.00 2m O
Shown as a ‘sell’, but who knows, and it appears to be 2m Euros, not pounds, but still a huge trade none the less.
Vox interview transcript (08:20 in)
https://otter.ai/s/a3VvGhDRTkqAO594NoxEYg
Anzu weren’t specifically named, but JD mentioned something along those lines in the last Vox interview from 24/12
From 09:50
“we know for example, certain competitors of ours, they were well known, have been removed from tech stacks in favour of Bidstacks technology within certain testing environments.”
****************************/articles/bidstack-nuformix-and-riverfort-global-opportunities-da0b726/
On todays Vox Markets podcast (not hosted by JW this time!), Alan Green talks about Bidstack (from 38:55 in).
https://twitter.com/Alan__Green/status/1205499259874955264?s=20
There are a couple of large trades (buys?) from this afternoon now showing, 1,000,000 and 620,000
Well, the most popular Fortnite streamer, ‘Ninja’, has 2.4m followers on Mixer (he moved to the new platform from Twitch), so there’s plenty of eyes on the game regardless of the actual playerbase numbers!
A link-up with Fortnite would be epic for BIDS.
I too very much hope that BIDS have a deal with EA for FIFA 20, but if you look on the UEFA (Union of European Football Associations) website, you can see that their official sponsors and partners include:
Playstation
Santander
Mastercard
https://www.uefa.com/partners/
So, I’m hoping, but not sure...
Football Manager 20 details were released earlier today, so hopefully Bidstack will be soon releasing details of their partnership for the new game!
https://twitter.com/footballmanager
FM20 news is not due until the end of August, but hopefully there will be BIDS related news during Gamecom regarding other publishers.
https://twitter.com/milesSI/status/1161294493829799937
have seen speculation that Codemasters forthcoming F1 2019 game could be the next one to utilise the BIDS technology, but I think there may be issues with this. Formula 1 don’t let just anybody advertise at their events, they have a list of ‘official partners’, and it is only these companies that can have advertising at the tracks. All the teams have their own sponsors, but that is fixed too. As the game is an official F1 title, it seems unlikely to me that they would allow any company who is not already an official partner to inject their advertising into the game.
Thoughts?
https://www.formula1.com/en/toolbar/partners.html
In the recent investor call, it was stated by JM that the Vermelho PFS is due ‘mid-year, broadly June’, so it’s not too far away. He also said that Vermelho test work for Nickel/Cobalt sulphate suitable for the EV market was very close to being concluded, and the results were ‘imminent’.
https://m.youtube.com/watch?v=G84W1FwygH8
FYI - The finance deal is now expected by the end of Q4, as the finance timeframe has been extended to cover the whole of 2019 (page 23 of the Januart 2019 investor presentation).
https://horizonteminerals.com/news/en_20190124_investor_presentation.pdf
I’ve just noticed that the timescale for the finance part of the Araguaia project has been extended by 6 months in the January 2019 investor presentation, compared to that in the December 2018 one (it’s on page 23 in both). The ‘final investment decision’ has been moved from Q2 to Q4 2019, which has then moved the construction, ramp-up and operation phases further out by 6 months.
https://horizonteminerals.com/news/en_20181212_investor_presentation.pdf
https://horizonteminerals.com/news/en_20190124_investor_presentation.pdf
I have always planned to be invested in HZM for another 2-3 years anyway, but was looking forward to seeing what financing arrangement had been agreed by the end of Q2 as stated on the original timescale. On the plus side though, it gives HZM more time to get the very best deal, or for other interested parties to start a bidding war!
Early_Bird tweeted this morning “Added 450k on bell and more incoming... silly cheap now #HZM”, so the first two trades of the day of 250k & 200k were buys reported as sells, so the 507k ‘sell’ at 08:05 @ 2.23p may have been a buy as well.
Good volume today, so hopefully the HZM price will soon start rising at the same rate as the nickel price!
Official LME Nickel stock figures have already dipped below 200kt, now at 199,542 (and due to go down by another 1,590t for tomorrows update).
https://www.lme.com/en-GB/Metals/Non-ferrous/Nickel#tabIndex=0
I see that a large sell from yesterday afternoon is now showing:
14-Nov-18, 15:55:25, 2.025, 6,320,000, Sell*, 127.98k
That would explain the sudden drop in the SP late yesterday then. Some nice large buys gone through today though, so maybe more director shaerholding RNS’s tomorrow arriving morning?
It does seem that the FS will be another month or so away yet.
https://www.voxmarkets.co.uk/blogs/horizonte-minerals-hzm-solo-oil-solo-bluebird-merchant-ventures-bmv-erris-resources-eris/
Jeremy Martin interview starts around 1:50 in, and the FS is discussed from around 5:45 when he says “we’re saying mid-year, probably towards the latter part of August”.