Horizonte Minerals Share Discussion Threads

[pilot48] 05/4/2017 22:04

I hear the CFO will be acting as CEO for a new main market venture - Lan Group plc - selling roses in the UK...

[davydoo] 05/4/2017 21:41

It was 950,000 in the end for me, but nice to see some higher buying come later in the day. I was very enthused by the potential news flow JM highlighted in the proactive video, with an upcoming agm as well and a need to show something to new recent investors seemed like a good time to get back in. Thanks to whoever shared the link

[jailbird] 05/4/2017 10:40

My analysis tells me someone bought a million today..not me unfortunately

[strow] 05/4/2017 08:26

Will get back to you on that guys

[terropol] 04/4/2017 23:04

Thank you, will try to make it.

[raymund] 04/4/2017 11:57

AGM 2.30 pm finnCap, 60 New Broad Street

strow, a great shame you cannot make it but go along with salmonn1 in signing up for your post AGM drink and chat. Perhaps you could take a lead with posting dates which suit your diary and then rest of us say which we can make from which you select date and choose time and place?

[terropol] 04/4/2017 10:16

What are the AGM details please?

[salmonn1] 04/4/2017 08:44

Splendid idea of strow's, shall we look at something after the AGM?

[strow] 04/4/2017 07:15

Sorry-cant attend AGM again this year (work comittments)-happy to go out with you guys for a drink sometime as part of the "horizonte investors group"

[vatnabrekk] 03/4/2017 19:34

proactiveinvestors.co.uk/companies/stocktube/7194/-it-s-been-a-very-active-first-quarter-for-horizonte-minerals-says-ceo-jeremy-martin-7194.html

[salmonn1] 03/4/2017 18:34

Yes definitely. I plan to go to the AGM again this year.

[raymund] 03/4/2017 18:20

Nor me but easy to find on proactive, thanks salmon1, sounds as if there could be some newsflow about time of AGM with 'round the clock' drilling.

[salmonn1] 31/3/2017 09:32

New proactiveinvestors interview with JM, can't seem to add the link for some reason.

[salmonn1] 30/3/2017 01:11

So, how much nickel is there in a new pound coin?

[strow] 27/3/2017 14:08

March presntation

[salmonn1] 24/3/2017 19:45

As strow has pointed out often, the nickel price is way below the incentive price for new investment and at these prices existing mines with high costs are uneconomic and will eventually have to close. And I've pointed out that ore grades are falling every year. Time is on our side if the nickel price stays subdued and if-when it rises HZM profitability is highly geared to the price of the metal. It should be OK either way.

[jedi k] 24/3/2017 10:18

Good to see the price of Nickel back below 10K. This is still needed to bring the stockpile back into balance. Hopefully by 2019 2020 when we are in production the price can be at the right 16K to 20K level because the stock mountains have been worked out of the system.

[soundbuy] 24/3/2017 10:03

Appreciative too for all the comments/updates et al.

Wish my average was only 6p! Getting there, nibbling away. Wouldn't be adding if I didn't have confidence in the future. Refuse to add above 3p for now, just buy the dips.

[wooster4] 24/3/2017 09:06

When we are mining and assuming we retain a decent amount of the project, we will be trading an awful lot higher than 12 pence.

[raymund] 23/3/2017 14:20

Me to, all your views give me reassurance having stayed in much longer than original intended six years ago. I also have great confidence in JM and board and believe all they say is genuine. I need 6p (but want at least 12p) to surface again and expect this before 2020 when I reach 80, if still around!

[salmonn1] 23/3/2017 00:03

Their job is to have a view on Nickel or whatever else they are writing about. To them it probably doesn't matter what that view is as long as it is plausible and gets people to read it. But there is rarely any new insight, just speculation or comment on the current information. The way I have come to look at this during the time I've been invested in HZM is that JM has said repeatedly, "this will be a mine". And having attended all the AGMs since 2014 and met the Board I am satisfied that they are competent and serious about making this work. And I have taken the view that as a mine, HZM will at some point be worth more than 4.3p a share (my average). And at some point in the next few years possibly worth a lot more. Like everyone else it's a case of factoring in the risk and the opportunity cost of holding an investment that doesn't pay a dividend over what the money could earn if invested elsewhere. At 7% per year compounded that should be x2 in ten years. I'm hoping for more. Thanks strow for keeping up to date with this stuff, because it does my head in sometimes.

[strow] 22/3/2017 22:02

These people are all short termers JB-this is all about positioning not for just the next three years,but for the next thirty.
Most of them are short term traders that also have positions in the metal-no comment is without a background supporting holding would be my view.
This man is completely and utterly missing the fact that no new projects are being developed-at some point the market will get that and panic about real current mineable assets running down and running out.
We have not reached that point yet because the bears have not yet feasted enough.
Long term its an absolute no brainer-mines have "a life" then the s..t hits the fan.
2020 to 2025 is going to be a very interesting period imv.