Horizonte Minerals Share Discussion Threads

[strow] 30/4/2017 11:49

ok we will try keepers house cafe then and move on to one of the others if any issues-shall we say 7.30pm guys ?

[raymund] 29/4/2017 13:47

Sounds good to me (and hopefully hearing aid friendly!) but it is strow's call.

[salmonn1] 28/4/2017 19:57

I'm a "friend of the Royal Academy". Their Keeper's House Café and bar are ok and you can get a drink, open to the public from 4pm. Open until 10pm on Fridays, nearest tube Piccadilly. hxxps://www.royalacademy.org.uk/keepers-house#opening-times

[raymund] 28/4/2017 15:46

Strow, yes, Fri 5th May (sorry about confusion!) works for me around 7.30 at wherever is your final chosen venue.

[steeplejack] 28/4/2017 10:51

No I will not be there but if I was,I'd suggest the Red Lion in Duke of York St just off Jermyn St.Just Looking after my fellow shareholders.

Give it a Google.Quite popular.

[strow] 28/4/2017 09:28

you coming then ?

[steeplejack] 28/4/2017 08:42

There's a nice little pub called the Red Lion in Jermyn Street just off Piccadilly Circus.Get's a bit busy but it's got character.

[strow] 28/4/2017 08:15

not sure how quiet it will be-i guess it wont be,but happy to go anywhere else if you have any suggestions ?

[salmonn1] 27/4/2017 23:30

That's ok for me.

[strow] 27/4/2017 21:45

How about all bar one Leicester square for around 7.30pm ?

[strow] 27/4/2017 21:32

Raymund-do you mean Friday 5th May ? I can do that

[mogwhy] 27/4/2017 18:51

LME cash price down to $9250. Was $9535 last week.

HZN project breakeven price is $9426.
Would an offtake agreement price be significantly different to cash price?

[jailbird] 27/4/2017 04:20

hxxps://industrytoday.co.uk/Construction/declining-nickel-prices-a-concern-for-global-economy--ken-research

Looks like some are forecasting a low Nickel environment in the short/medium term.

I hope we can consolidate near $12k at the time HZm are ready to finance this project.

[bittorrent] 26/4/2017 19:19

I wonder if a company like Sandstorm would be interested in financing, they have a business model where they offer financing to miners in exchange for a royalty stream when they are producing. Quite a clever idea as they have a diverse portfolio and cash generated feeds into new investments. They have just made a takeover bid for another share I hold Mariana, with a nice boost to the share price!

[raymund] 26/4/2017 15:45

salmonn1, that is amazing! Your diligence in giving us so much detail is very much appreciated. It gives a great boost to confidence. Clearly, a lot of ground was covered yesterday and now with 50 + 50 on the job, we should be getting a good flow of RNSs. I very much appreciate your effort and owe you more than just one drink when we meet! As you say, these guys are to be rated as one of the best teams and I believe they do value their PIs. It was just like JM to offer to meet up with us in June when there should be some significant progress by then. When I missed something on a previous occasion, JM phoned to give me a personal update. We can discuss June further at strow's get together

[salmonn1] 26/4/2017 09:24

Hi jb, JM has said in the past finance will try to be arranged during 2017. Ni price determines the asset's value and HZM share price linked to ability to raise capital. strow he was pretty quiet on that front. But then the Glencore deal came out of the blue.

[haydock] 26/4/2017 08:55

salmonn1
Many thanks for the great service.

[soundbuy] 26/4/2017 07:29

Thorough write-up, much appreciated.

Glencore obviously keeping an eye on 'developments'........

[twigs3] 26/4/2017 07:04

Salmonn, thank you for that detailed update.

[strow] 26/4/2017 06:48

Any mention of offers forthcoming at this point?

[jailbird] 26/4/2017 06:19

SalmonnBrilliant destined summary of the AGM...appreciated Looks like Co will crack on to deliver FS by end of the year . The rest really depends on the FInance package /Ni Prices.Two questions The higher the Ni price , the better terms of the finance package , hence deemed lower risk?I assume financial package process cannot begin until FS complete anyway .?

[salmonn1] 25/4/2017 22:07

Thanks strow, I'm prepared to put the time in because I rate these guys and what they are trying to do. I said a group of us were contributing to the bulletin boards and trying to keep it sensible. I said bulletin boards are another source of information whether we contribute or not. And it can be a useful resource and we have seemed to keep it relatively rational. I think that message is appreciated.

[wooster4] 25/4/2017 22:04

Many thanks for taking the time to post such a thorough write-up. Really appreciated.