Horizonte Minerals Share Discussion Threads

[twigs3] 23/3/2016 15:42

Strow, I don't think it will move up just yet, I think there it's a sellin the background.

[strow] 23/3/2016 15:36

Im finding this quite annoying as its time to stuff the isas fairly shortly-cheaper the better

[twigs3] 23/3/2016 15:19

Another 500,000 buy, over 3 times our average trading volume! News this week?

[raymund] 23/3/2016 14:09

Just ticked up on TSX to 0.04C$ on volume 21,472

[twigs3] 23/3/2016 13:16

Expect to see a large sell soon, lots of buying but hasn't been move up.

[wooster4] 21/3/2016 14:59

If Jeremy meets his recent timeframe of delivering PFS before the end of June, then news flow should increase between now and then.

[twigs3] 21/3/2016 14:17

It could do with a few directors buys, to show they still have confidence in the project going forwards. Yes nice to see a large buy for a change.must have news on licence soon, well over due.

[wooster4] 21/3/2016 12:39

wouldn't be surprised to see some director buying now the finals are out.

[haydock] 21/3/2016 11:41

08:16 - 21/03
Buy 481147 1.90p £9,141.79

Makes a nice change from the tiddler buys inc mine !

[raymund] 19/3/2016 15:16

strow, thanks, can see looking at one month charts that there is poor correlation between TSX and AIM; (tongue in cheek!)this seems to present arbitrage opportunity!

[strow] 19/3/2016 13:34

hxxp://www.northamericannickel.com/investors/presentations/default.aspx

Interesting graph on p4 of this presentation re depletion of nickel sulphide going fowards

[strow] 19/3/2016 11:28

Likely nothing Raymund,just catching up with our valuation I think.Their system works differently anyway-you can easily manipulate it on low volume as long as you buy a 500 share block or more,the price goes to wherever your order gets filled,but of course market manipulation is illegal :-)
Any price movements in Canada are completely meaningless unless they are on high volume.

[raymund] 18/3/2016 19:54

So far, HZM has jumped +16.67 on TSX tonight on low volume, I wonder why? What do the Canadians know?

[raymund] 16/3/2016 23:28

Yes, I will indeed be there. We must be getting close to first payment in shares to Glencore; would be nice to see share price a little firmer first.

[salmonn1] 16/3/2016 22:56

Sorry you can't make it Strow, it would have been nice to see you again, I should be able to make it and will report back. Hopefully Raymund will be there as well.

[salmonn1] 16/3/2016 22:56

Sorry you can't make it Strow, it would have been nice to see you again, I should be able to make it and will report back. Hopefully Raymund will be there as well.

[wooster4] 16/3/2016 11:54

Lots to look forward to in next few months and funded until next year so no dreaded placings.

[strow] 16/3/2016 08:20

Good interview Twigs thanks-sadly I will not be able to make it to the AGM again despite trying to move heaven and earth-never mind.
Keep buying guys :-)its good and keeps getting better

[twigs3] 15/3/2016 19:20

hxxp://www.directorstalkinterviews.com/horizonte-minerals-plc-733-3-potential-upside-indicated-finncap/412696158

[proactivest] 15/3/2016 14:01

Video interview with Jeremy Martin



Jeremy Martin, chief executive, Horizonte Minerals PLC (LON:HZM) says the deal last year with titan Glencore PLC (LON:GLEN) creates “one of the largest and highest grade nickel saprolite projects globally.”
The firm bought the adjacent nickel project to Araguaia, and Martin adds the deal was “a very good value-add transaction” on deal terms that were “compelling”.
The focus in the first half of 2016 is to integrate the two sites, with a pre-feasibility study expected in the first six months.

[haydock] 15/3/2016 09:24

Make the investment, relax & go back to sleep. Let time & the mkt work it's magic.
An open & shut situation, a very rare investment case.



As McKinsey reported in November 2015 ("Is there hidden treasure in the mining industry"), a look at mining fundamentals offers a less gloomy view. Demand for metals continues to grow worldwide, albeit at a slower pace, as does production. For almost all commodities, production is at record levels. The slower rate of demand growth in China has let growing supply overtake demand in a number of commodities, and this overcapacity has pulled prices down, for now. The McKinsey analysis suggests that the steadily deteriorating quality of accessible resources, combined with the current cuts in new mine investment, will likely squeeze supply in the face of slow, steady demand growth, causing prices to rebound. This is supported by number of reports for example, Capital Economics stated, "...we think that the pieces are falling into place for a significant rally in the price of nickel in 2016. The expected rebound in demand, at a time of falling supply, will send the market into deficit. Once the buffer of stocks has been exhausted, we forecast that the tighter market will lift prices to US$17,000 by end-year." Time will tell, but Horizonte is positioned for the long term which will see us benefit from the forecast rise in nickel prices.

Investing counter cyclically, whether in M&A or organic growth, is an often-stated mantra that is rarely executed. I am delighted to say that this is exactly what Horizonte has done with its acquisition of GAP.

The consolidation of the Araguaia district is a major achievement for Horizonte. The enlarged project is ideally placed in the commodity cycle to be advanced with the aim of commencing production within the next five years when the supply / demand fundamentals for nickel will be more favourable.

[jailbird] 15/3/2016 08:45

Have a look at the price of nickel over 2005-2007 onwards.
You can see why 2006 figure was used.


May 2005 17,002.25 5.35 %
Jun 2005 16,113.18 -5.23 %
Jul 2005 14,587.60 -9.47 %
Aug 2005 14,962.00 2.57 %
Sep 2005 14,154.55 -5.40 %
Oct 2005 12,431.12 -12.18 %
Nov 2005 12,235.05 -1.58 %
Dec 2005 13,490.45 10.26 %
Jan 2006 14,660.81 8.68 %
Feb 2006 14,974.50 2.14 %
Mar 2006 14,925.48 -0.33 %
Apr 2006 18,028.89 20.79 %
May 2006 21,131.33 17.21 %
Jun 2006 20,585.91 -2.58 %
Jul 2006 26,185.71 27.20 %
Aug 2006 30,468.86 16.36 %
Sep 2006 29,702.62 -2.51 %
Oct 2006 32,551.14 9.59 %
Nov 2006 31,891.59 -2.03 %
Dec 2006 34,400.53 7.87 %
Jan 2007 36,821.59 7.04 %
Feb 2007 41,078.25 11.56 %
Mar 2007 46,125.23 12.29 %
Apr 2007 49,956.58 8.31 %
May 2007 51,783.33 3.66 %
Jun 2007 41,551.67 -19.76 %
Jul 2007 33,400.23 -19.62 %
Aug 2007 27,649.64 -17.22 %
Sep 2007 29,548.40 6.87 %
Oct 2007 31,156.00 5.44 %
Nov 2007 30,505.64 -2.09 %
Dec 2007 26,053.56 -14.59 %

[wooster4] 15/3/2016 08:38

liked the comparison of values between now and 2006.

[strow] 15/3/2016 08:06

Great statement there from David Hall

[wooster4] 15/3/2016 07:49

fully funded through pfs. Whilst not giving much away, statement was v upbeat.