Member Info for x54v

A very interesting video on copper and increasing demand due to EVs with GEO getting mentioned as a good play on the theme. Copper from 6:48 and GEO from 8:08 and 8:47 "If you look at a company like Georgian Mining, it's sitting on what looks like it's going to be a very large copper deposit. It's only �20 million market cap which is relatively minor given what we think is going to go on there." https://www.ig.com/uk/market-insight-videos?CHID=9&SM=TW&REF=IGTV&bctid=5612408075001&bclid=3671160850001

"Will repeat what I said on Friday. Time for #THR market valuation to reflect its interests & potential - no more price suppression." https://twitter.com/pauljohnson9691/status/922331950634930177

"Mick Billing, executive chairman of Thor Mining, said the Pilot Mountain tungsten project in Nevada was going to be 'quite a monster', with five-to-ten years life as a low-cost open pit and at least 15-year underground life after that. On the basis of drilling results published this week, he said it could produce an estimated 1,000 tonnes per year, or 1 percent of the world�s tungsten market, and at today�s prices would be worth around $1.4 billion." --- $1.4 billion worth of tungsten....and the current market cap is a tiddly �3.6m. The market has some waking up to do!

Indeed. The pace of adoption of EVs is to a large degree dependent on the evolution of EV battery technology. : if batteries take a long time to charge and have a limited range then consumers will be reluctant to buy. However since there is such a drive from governments and car manufacturers to make EVs the standard in coming years, the technology will evolve and indeed already is evolving to overcome those hurdles. A battery which can be charged in just 6 minutes is quite something. That sort of charging time is a huge improvement on the previous limitations. I can't see a 6 minute charging time being an issue for most people. Range also seems to be increasing too. Last month a bus managed to travel over 1100 miles on a single charge. That's very impressive. https://arstechnica.co.uk/cars/2017/09/proterra-electric-bus-range EVs and battery technology certainly seem to be getting a lot of press and nickel and copper have been moving up strongly on the back of that. This is likely to continue in the weeks, months and years ahead and can only be beneficial for the likes of HZM.

"Jinchuan Group [JCHRP.UL], China�s top nickel producer, will next year start building a new project in Guangxi that will produce raw materials for electric vehicle (EV) batteries, its chairman said, looking to tap the sector�s �explosive� demand." "The company�s three main metals �are all raw materials for electric cars,� Wang said, forecasting �explosive growth� in EVs in China over the next five-10 years." https://www.reuters.com/article/us-china-congress-jinchuan-cobalt/chinas-jinchuan-eyes-new-nickel-cobalt-project-to-tap-electric-vehicle-boom-idUSKBN1CP0VI --- China seems to be the primary driver for EVs and it's clear that they're already preparing for the "explosive" demand for the relevant metals. As this demand builds, it's inevitable that larger miners will start looking around to see how they can build their nickel reserves and with such a high quality asset, HZM could well be a likely takeover candidate. The chairman acknowledges as much in the recent results: "A Tier 1 asset such as this will no doubt attract the attention of nickel producers for whom the development pipeline is bare." https://investegate.co.uk/horizonte-minerals--hzm-/rns/interim-results/201708110700027178N/

The analyst is very bullish miners in battery metals indeed and says things are only just starting to get going. From 8:31 "I think it's going to be huge. And I think the analogy with the dot com boom is quite likely to come right....the momentum is really just beginning to get going."

Nickel talked about from 7:26 onwards. HZM gets a mention from 7:48. "On the nickel side I suppose there aren't too many on AIM at the moment. There's Horizonte. These are companies that don't hang around too much. If they develop a mine they tend to either move up into the mid tier very quickly or they get bought by one of the majors."

IG TV - "The beginnings of 'great things' for miners in battery metals" https://twitter.com/IGTV/status/921737844493770753

https://twitter.com/pauljohnson9691/status/921382680184348677

Rinse and repeat. Buy at the lows when the market cap is low and the upside potential is huge. Hold. Sell when you have a multi-bagger on your hands. GGP, CON and now PML.

PJ adding to his stake. He bought 1 million shares today at 1.38p. Shows confidence. https://investegate.co.uk/papua-mining-plc--pml-/rns/director-pdmr-shareholding/201710201510042431U

Yes, interest in the stock seems to be gradually picking up. The CEO video will have helped get the message out. http://goo.gl/vEhm2M

Looks like it. A couple of 500k buys today at 1.37 and 1.39. I reckon there could be some stakebuilding going on here at the lows before the price starts motoring. Get em while they're still cheap.

https://uk.reuters.com/article/global-metals/metals-nickel-hits-6-week-high-as-steel-rallies-in-china-idUKL4N1MV2MP

Agreed. Many eyes will be on CON which continues to fly. Shows what can happen with a microcap with good news when the buying picks up. PJ spotted that early, just as he has spotted PML. PML could well follow a very similar pattern to CON. Now is a good time to get in before the crowd arrives. Multi-bag potential here. And the board is aligned with shareholders too with plenty of skin in the game.

Very strong nickel price this morning. Great strength in the recent trend.

CON and GGP are very good templates for what could happen here. PJ was building a large stake in both of those at the lows when nobody else was interested. And look what has happened to the price of both since then. They've absolutely rocketed. He clearly sees the same potential at PML and so has built up a 5%+ holding. https://investegate.co.uk/papua-mining-plc--pml-/rns/holding-s--in-company/201710181649029995T Given time PML could well make a similar large % rise. It's got a very small market cap and is exposed to gold, copper and zinc, all of which are seeing interest build over recent months.

CEO Interview on Proactive - Papua Mining very active in cracking on with exploration in Queensland http://goo.gl/vEhm2M

So CEO stating that he is effectively looking to double and more the market cap of the company in the next 6 months. (from 2c per pound of nickel in the ground to 4c to 5c)

https://www.youtube.com/watch?v=EALKd9ipr34 (from 5:13) "At 4p we're trading at around 1.5c to 2c per pound of nickel in the ground which is a very low range. The last big nickel transaction which was very similar to our project, same type of deposit, same jurisdiction, that was taken through the feasibility study, so where we will be Q1 next year and that was acquired for $850 million dollars which valued that at 25c per pound. So from 2c to 25c at the same stage of development, so I would say our aim in the next 6 months is to be somewhere in that 4c to 5c per pound range which is where these assets trade at feasibility but there are multiple value drivers going forward. So there is massive value in terms of gearing to the nickel price."