Member Info for wasarunner

Closing price at September 15:

4.5 Everton1965
4.7 AnimalSpirit
4.8 600Thieves
4.9 wasarunner
5.2 Rover62
5.5 chrismar
5.8 UncleJohn
5.9 owlo
6.0 ngnInv
6.1 Harkin100
6.2 WillieB62
6.4 Gower7465
6.5 Mazza86
6.9 pickedpeck
7.1 D220
7.5 Shellbay
7.8 backinblak
8 Thechukkers
8.2 craigieboy1
8.8 Bungle99
9.5 Nthoftheriver
10 Harry_Ore
10.7 Caledonite
11 Flavourshaker
11.5 Finleyboy01
12.2 LUKE1444
12.8 ihowells
12.9 Scotsknight
13.3 Qualia
14.26 fulmar29
15 djryan777
16 westie50
16.5 Worzel7
17.5 silkworm
21 SeanT1967
23.1 DickDabout
25 FiremanSam1968
32 Ivornomoney
40 Luke2

Brisk well done! THey shouldn't be disappointed - still good time to get in. DJ maintains the holdings list but I believe he is busy opening his pub at the moment!

WillieB welcome on board. Have a guess! You might not be allowed to win it though at this late stage, decide nearer the time :)

AIM - I figured :) I read on twitter don't post much

Hi notready1 (and sorry if this is considered cross ramp!) I hold ACP, very modest position, and PERE which I feel is underrated (priced to fail but as such a great opportunity).

I'm not widely researched and I've picked a resource stock wrong in the past. High risk strategy. But where I have done sufficient research (Horizonte) I commit 100%.

If Horizonte was sold as a co. I'd start to look elsewhere obviously. Otherwise holding here till 2023-25 at earliest.

>> but could be persuaded at 20p.
Perhaps but that is dirt cheap still for what we've got. The only tempter for me would be there is still significant other opportunity (both resources, but there are also FTSE stocks I am keeping an eye on).

20p on the proviso I can buy things with clear 50% upside to make it effectively 30p. I'd take it.

sorry getting you guys (or gals!) confused. I'll start putting it up as a split list with where we got to. Lets work our way down the list to September 15th here is hoping.

Closing price at September 15:

4.5 Everton1965
4.7 AnimalSpirit
4.8 600Thieves
4.9 wasarunner
5.2 Rover62
-----------------------------
5.3p 25/08 interim shareprice
-----------------------------
5.5 chrismar
5.8 UncleJohn
5.9 owlo
6.0 ngnInv
6.1 Harkin100
6.4 Gower7465
6.5 Mazza86
6.9 pickedpeck
7.1 D220
7.5 Shellbay
7.8 backinblak
8 Thechukkers
8.2 craigieboy1
8.8 Bungle99
9.5 Nthoftheriver
10 Harry_Ore
10.7 Caledonite
11 Flavourshaker
11.5 Finleyboy01
12.2 LUKE1444
12.8 ihowells
12.9 Scotsknight
13.3 Qualia
14.26 fulmar29
15 djryan777
16 westie50
16.5 Worzel7
17.5 silkworm
21 SeanT1967
23.1 DickDabout
25 FiremanSam1968
32 Ivornomoney
40 Luke2

don't really understand why ii is showing 5.3p (I know it is a 15 minute delayed price but still). I'm offered 5.45p to sell. Normally they seem to get the midprice about right 15 minutes delayed.

In my ii account 5.3p presently means Rover62 is in pole position.

I note owlo has the 6.9p estimate which is bang on the £100m mcap. I have a hope that is achievable pre-finance and perhaps may act as a ceiling until more is known about the finance deal.

But at least finally we're off the bottom of the estimates. Been a long time to get back above 4p!

Closing price at September 15:

4.5 Everton1965
4.7 AnimalSpirit
4.8 600Thieves
4.9 wasarunner
5.2 Rover62
5.5 chrismar
5.8 UncleJohn
5.9 owlo
6.0 ngnInv
6.1 Harkin100
6.4 Gower7465
6.5 Mazza86
6.9 pickedpeck
7.1 D220
7.5 Shellbay
7.8 backinblak
8 Thechukkers
8.2 craigieboy1
8.8 Bungle99
9.5 Nthoftheriver
10 Harry_Ore
10.7 Caledonite
11 Flavourshaker
11.5 Finleyboy01
12.2 LUKE1444
12.8 ihowells
12.9 Scotsknight
13.3 Qualia
14.26 fulmar29
15 djryan777
16 westie50
16.5 Worzel7
17.5 silkworm
21 SeanT1967
23.1 DickDabout
25 FiremanSam1968
32 Ivornomoney
40 Luke2

just don't make the mistake with Horizonte in 2020! Don't sell till 2023. 30p for starters...

everyone has their price! I'm cheap like notready1. 30p today and it is a done deal! Notwithstanding that we're worth more - which is a ridiculously exciting prospect!

LSE crashes when EUA releases news :-) It's an EUA news day!

On another note nickel high 14,962.50 earlier today. Looks good to pop $15k. Hopefully JM is waiting to sign the offtake deal against a nickel price, that's good news.

Wonder what nickel price will do on battery day? Ahead of the Philippines rainy season. Looking good for nickel. Bring on Elon then get those offtakes signed....

There are three distinct pieces of news which I am anticipating which will give me a better understanding of where Horizonte is going longer term. This is more important to me than current shareprice or shareprice post financing:

1. Who is the customer(s). I believe this is the next piece of news we might hear. If it is an entity of sufficient traction with a sufficiently big initial deal with option to supply more, that is a huge step forward.

2. Who are the new shareholders, and in what ratio the existing shareholders add. Lets say Teck add more % than Glencore and are clearly building out their stake. Or, another key II joins the group.

3. Finally the dilution. If it is towards the bottom end of the expectation then of course we've retained a greater % of company. As I've said before I'd be over the moon with 2bn shares, happy enough with 2.5bn shares, and pleased enough with 2.3bn shares at which point I've retained 1%, holding 23m shares.

Each piece of news above will be substantially de-risking and move us forward. 2. and 3. above of course we expect to hear in one RNS. There may be other pieces of news in the interim but I don't think they would be as significant as the above. GLA

Ok these guys will have quantified something by 2040 then at the same rate! Hopefully we are halfway through depleting vermelho by then.

"The objective, the junior said, is to identify, test and develop high-quality exploration targets towards the discovery of new significant nickel deposits within the targeted area."

It is a good objective. We started that over 10 years ago on Araguaia. Vale started I believe around 2005 (earlier?) on Vermelho. It takes a long time, especially to find and categorise 3.5m tonnes of the stuff. I hope to hedge their bet BHP will also be putting their hat in the ring at the funding here :-)

darn my target to match EUA switch just moved up to 6.8p and rising!
our day will come. 5p resistance has gone in any case.

>>Elon says Nickel is the new Gold
Even more importantly so does our fellow esteemed publican djryan who was also selling gold bullion to top up here as recently as last week. He and Elon are on exactly the same page.

mms have children to feed too!

PIFace wish you luck on EUA. Agree it is pretty unique. Have friends still invested (who I didn't manage to persuade to switch all to Horizonte) :-)

>>mine 2 is even more exciting.
Vermelho is ridiculous asset - 1.7m tonnes of nickel at 1% cut-off. Almost nothing else like it.
What's most exciting is that one day it will factor into the SP!