Horizonte Minerals Share Discussion Threads

[jailbird] 17/6/2016 09:51

Vale sees nickel market in 50,000 tonne deficit in 2016; prices will recover slowly

Brazilian diversified miner Vale expects the nickel market to register a deficit of 50,000 tonnes in 2016, but sees prices recovering gradually given the high levels of exchange-bonded inventories.

"This will be the first year of deficit [for nickel] after five years of small surpluses," Vale investor relations and controllership director Rogério Nogueira said on Thursday June 16. Vale, the world’s largest nickel producer, expects global supply to decline by 5% in 2016, to 1.82 million tonnes, mainly on lower...

[twigs3] 17/6/2016 07:21

Nickel stocks now at a year low.

[bittorrent] 16/6/2016 09:18

You are welcome doublestexan, it certainly looks promising and seems to be under the radar at the moment!

[doublestexan] 16/6/2016 02:07

Bittorent, Thanks for the tip on Horizonte. It's the kind of situation I look for. (I saw your post on the Marl thread)

[twigs3] 15/6/2016 15:14

The remaining allotment of Initial Consideration Shares will be made in accordance with the terms of the Asset Purchase Agreement as and when the transfer from Xstrata to a subsidiary of the Company of the relevant GAP licences is registered by the DNPM.
Raymund I can only assume that only some of the licence areas have been regestered with the DNPM?

[raymund] 15/6/2016 14:53

Twigs3, well spotted! However, I am at a loss as to how the figure of $660,000 was arrived at leaving just the balance to be settled (presumably at prevailing share price) on registration. Although I was at the meeting I do not recall any discussion on this.

[twigs3] 15/6/2016 08:00

Raymund, looks like some share were issued already but not all?

[raymund] 14/6/2016 19:19

Twigs3, excellent, because I had originally understood that Registration was expected late H2. I am sure that JM has been sitting on PFS waiting for the right time for it to be hatched! I would not be surprised to see 5p on a good low cost PFS conclusion putting HZM well in the money for current Ni price.

[twigs3] 14/6/2016 15:06

Hi raymund, yes I think your right reference glencore, I think they will also try and get PFS out before registration so hopfully their will be even less dilution,all looking very good and very happy with the job they are doing.

[raymund] 14/6/2016 14:51

Thanks for both links, all looking good for updated PFS before long. Pleased that I added as much as I could before latest advance. Regarding Glencore transaction, I believe that registration of concession is yet to be confirmed (see p5 of Presentation); if I am correct, this means that move up in share price will help reduce dilution we suffer when $2m is paid in shares.

[twigs3] 14/6/2016 08:24

Looking good again this morning :-)

[strow] 14/6/2016 07:09

Thanks Twigs3

[twigs3] 13/6/2016 20:51

If you like charting things are looking good!
hxxp://www.barchart.com/opinions/stocks/HZM.LS

[twigs3] 13/6/2016 14:50

New presentation

[davydoo] 13/6/2016 13:24

Thanks for sharing the Twitter link Twigs3

[jailbird] 13/6/2016 12:46

It appears sentiment is now favoring HZM. Volume and buyers increasing after the recent newsThe license was a major derisk of this investment .I am looking forward with optimism now.

[twigs3] 13/6/2016 09:18

You can now follow Horizonte minerals on Twitter

[salmonn1] 13/6/2016 00:49

hxxp://www.lsesharetalk.com/share-news/jeremy-martin-horizonte-minerals-plc-hzm/ Interview podcast with JM also via Twitter. LP approval unanimous, very rare according to JM shows Para state authorities are keen, also combined infrastructure initiatives with state.

[twigs3] 10/6/2016 14:05

According to the International Nickel Study Group, world primary production is expected to fall yet again this year to around 1.913 million tonnes from 1.989 million tonnes in 2014 and 1.983 million tonnes in 2015. As for primary usage of nickel, this totalled 1.873 million tonnes in 2014 and 1.89 million tonnes in 2015 but is expected to grow to 1.962 million tonnes this year.

[twigs3] 10/6/2016 10:46

Another good interview.

hxxp://www.sharepickers.com/501-horizonte-minerals-alan-hxxp://www.sharepickers.com/501-horizonte-minerals-alan-green-koov-nano/green-koov-nano/

[strow] 10/6/2016 10:05

absolutely love it "horizonte goes social"-they are so savy-such a good team

[jailbird] 10/6/2016 03:12

"Better Chinese data and ongoing central bank stimulus in Europe are all ingredients for healthy metals," Michael Turek, the head of base metals at BGC Partners Inc. in New York, said in an e-mail.Nickel for delivery in three months advanced 4.4 percent to settle at $8,960 a metric ton at 5:51 p.m. on the London Metal Exchange, swinging to a 1.6 percent gain this year from a 2.7 percent loss as of Tuesday.The data from China suggests the country imported "relatively large quantities" of commodities last month, according to a research report from Commerzbank AG. The nation is the world's biggest user of raw materials and evidence of slowing demand sent prices tumbling last year.

[strow] 09/6/2016 08:12

all good :-) -thanks for the links everyone

[jailbird] 08/6/2016 16:55

Yes very good interview.
6-12 months Co news and Nickel prices will def help the share price to appreciate.