Hochschild Mining Share Discussion Threads

[nrc] 28/11/2024 11:35

Really a 175,000+ buy!?

[baldrick1] 26/11/2024 13:42

Pog to stabilise @ 2700 in the first quarter of 2025.HOC should average a profit margin of 1200 dollars per oz of gold produced with aisc of 1500 dollars.HOC maintained a gold production of 340000-360000 for 2024.price of silver also catching up with near term target price of 32p+.

[petebreeze37] 26/11/2024 13:11

Chart looking good

[putinaire] 25/11/2024 15:03

Who's hitting share price since 231 and 216 anyway?

Is it funds or just idiots ?

[stevea171] 25/11/2024 14:59

Oracle. HOC 20% and Eduardo 38%. HOC has not invested since the spin off afaik.

[putinaire] 25/11/2024 14:32

Old adage

'Opinion and Facts are only correct, if market agrees' lol

[putinaire] 25/11/2024 14:31

I think market is answering it

[theoracleofomaha] 25/11/2024 14:28

Thanks stevea, appreciate it.

Hoc maintains a 20% stake. I could of sworn when they spun off aclara the deal was to maintain a 10% stake, Do you know if im mistaken or did something change?

[putinaire] 25/11/2024 14:28

Why argue with market stev?

[stevea171] 25/11/2024 14:06

ACLARA Q3 2024 PROGRESS & STRATEGIC MILESTONES.
Mon, 25 November.

Carina Project – Fastrack Development
1. Preliminary Economic Assessment
On September 5, 2024, Aclara updated the Carina Project PEA, highlighting a $1.5B NPV (with an 8% discount rate), and an estimated internal return rate of 27% over its 22-year mine life. Considering the incentive price forecast by Argus (which excludes Chinese supply), the resulting after-tax NPV is ~US$2.2B (with an 8% discount rate)

2. Infill Drilling
Aclara is conducting a 24,400m reverse circulation drilling campaign to upgrade inferred mineral resource estimates to the measured and indicated category. By the end of Q3, the Company had completed 5,820m and expects to finish the program by Q1 2025.

3. Sonic Drilling for Metallurgical Testing

4. Pilot Plant relocation
Aclara relocated its pilot plant from Concepción, Chile, to Goiás, Brazil, to conduct a new semi-industrial scale operation using ionic clays from the Carina Project. The piloting campaign will feature continuous operations to demonstrate and validate operating parameters while producing a high-purity mixed rare earth carbonate for future off-take discussions. The pilot operation is scheduled to begin in early Q2 2025.

5. Pre-Feasibility Study
Aclara awarded the Carina Module PFS contract to Hatch, with completion expected by Q2 2025. This will be immediately followed by the Feasibility Study, expected to conclude by Q1 2026.

6. EIA & Permitting
In Q3 Aclara continued developing the environmental baseline studies for the Carina Project. The Company expects to complete these and the EIA study towards the end of Q1 2025.

Penco Module – Advancing Permitting and Community Engagement

Aclara Technologies
In Q3 2024, Aclara Technologies advanced its rare earths separation project by completing a conceptual engineering study and working with a U.S. technical team on metallurgical testing and flowsheet optimization. The company also partnered with the U.S. Department of Commerce’s International Trade Administration through the SelectUSA program to conduct a study identifying the optimal site for its industrial separation facility in the United States.

Vertical Integration Initiatives
Aclara announced its partnership with CAP to advance a Metals and Alloys project, successfully raising $3M and assembling a skilled team to produce high quality metals and alloys, tailored to meet specific Permanent Magnets needs.

On July 9, 2024, Aclara signed an MoU with VACUUMSCHMELZE GmbH & Co. KG (VAC) to jointly pursue clients with a “mine-to-magnets” solution for ESG-compliant permanent magnets. As the largest producer of rare earth magnets outside Asia, VAC is providing the technical specifications required to produce the alloys needed for electric vehicle production.

[putinaire] 25/11/2024 13:09

Woeful morning action. The consolidation just above 216 is telling you...

Fast drop once under it

[putinaire] 25/11/2024 12:24

Agree re debt. Must be globally x3 2008 now

[theoracleofomaha] 25/11/2024 12:16

No it isnt. Whether it will weaken vrs other currencies is another question.

The usd is a great fiat currency and is managed more responsibly than many other fiat currencies. Hence in failing countries the usd is used in place of their domestic currency.

Gold usually holds its value better than fiat and always does in the long run. (Yippy for us). In every other way the usd is a superior currency for society than gold. Mild inflation (depreciation of the fiat) is good for greasing the wheels of the market.

Imo the usa and the world is relatively more indebted currently than the historical norm. I.e. we are at the top of the long term debt cylce and inflation is likely to run higher than optimal for several years.

[petebreeze37] 25/11/2024 11:39

The dollar is finished people have woken up that it is literally money from thin sure. You could say there is nothing wrong with that but there is when they get richer and the rest are impoverished and freezing to death.
The Mickey mouse trump push digital money is just the same. They even say bit coined is mined so that peeps thinks it's like gold and silver and other precious metals.

[putinaire] 25/11/2024 11:14

It's why stalling there - so lets see anyway

GL

[putinaire] 25/11/2024 11:14

And here is the problem. I know it's a small company but ought to be enough market cap for normal actions

217 - thats confirming the weighted sell of 231

216 - fundamental

Go sub it? Double barrel 'city weight'

Always tanks to next level. No exception

[putinaire] 25/11/2024 11:11

Now, assured - you may not sell to await lower prices etc - but the funds will...

sub 216? Even if via derivatives, they shall

[putinaire] 25/11/2024 11:03

I understand the concept of identifying prices worth averaging down at. But for the most part, if i ever bothered to do that, be in etf's only ie not at the mercy of one entity. The only exception would be a massive market kill or recession maybe, where you can lay orders for low prices on bigger names

[putinaire] 25/11/2024 10:57

Selling and buying back is as much about acknowledging you dont know what a lower price will bring, as knowing - given, cant know until there

[putinaire] 25/11/2024 10:56

How do you know if a lower support will be support? Gets a bit expensive when it aint