Horizonte Minerals Share Discussion Threads

[twigs3] 12/6/2017 10:02

Was looking at that this morning, any idea how many tons we will produce? It was on a presentation a while back?

[strow] 12/6/2017 09:31

wonder what effect the increased cobalt price will have on the npv-need to look at the pfs graphs again

[strow] 06/6/2017 20:23

How about somebody tell them all this twigs-hey ......?Do clever guys do very stupid things?

[twigs3] 06/6/2017 16:55

If we were taken out it would be a very low ball figure at the current nickel price, unfortunately there does appear to be enough nickel about for the next few years, yes I do see nicke demand picking up but probably not until 2020 plus, this is no good for us going into financing the build and I can only see a poor finance deal and more dilution going forward. Yes we do have a fantastic project and board without a doubt, it's just the timing is not so good.

[strow] 06/6/2017 14:35

Or be taken out by someone who has more vision(or less of a short trade perhaps) than andy home :-)
Never,ever ever any mentions of no new projects,current mine reserves constantly running down and incentive price for new supply for the future with exponential growth in demand from batteries/energy etc.

[jailbird] 05/6/2017 16:37

Not good here with Nickel prices forecasts I was hoping this will make me enough to retire a little earlier in life .Nothing ever goes to plan !!

[strow] 01/6/2017 12:15

Thanks guys

[salmonn1] 01/6/2017 09:33

I think JM and the board actually appreciate the support. Everyone should try and make a day free for the AGM if they can afford the time, I honestly think they welcome shareholder participation.

[soundbuy] 01/6/2017 08:49

Cheers for the feedback.........

[twigs3] 01/6/2017 08:01

Hi Raymund and salmonn, thanks again for the up date and the time you take to go to these events, let's hope it all pays off in the end.

[raymund] 31/5/2017 23:18

Excellent resume salmonn1,little further to add save that once again HZM presented a very professional front; JM reminded us that Ni hit $51,000/t way back in 2007! With four segments to FS contract, these are fully managed by HZM to keep full control. Furthermore regarding resource, HZM now have full control over all of the Araguaqia area. Ni is key and all the forecasts on p9 of presentation are very positive.

[salmonn1] 31/5/2017 22:53

Hi everyone, just got back from the Proactive investor's Forum. Raymund was also there. Peter Hall and Katie Millar were present to support JM and get the word out. Re the Forum, I've just listened to the Proactive and BRR podcasts and really there is very little to add. JM covered the same ground in his presentation. Plus general stuff about Ni etc. that we are familiar with.

What is worth mentioning is how thorough HZM are being with the FS, JM has visited the port facilities for example. JM also said that the trial mining will be used to prove that the conversion of ore to metal matches the drill data. JM, "numerous projects miss out this step and then find that the metal just isn't there". What all this points to is that the FS will be a complete package providing all the information necessary to go into the build stage.

We spoke to David and JM and the message is it's full steam ahead, FS by end of year and on to build with production 2019/20. A takeover might be more likely once the build starts. The unknown of course is the Ni price and how that affects the finance on offer.

[twigs3] 31/5/2017 12:21

2.83 to sell 2.85 to buy

[raymund] 31/5/2017 10:36

Good timing for tonight's proactive presentation!

[twigs3] 31/5/2017 07:19

High grade drill results.

[twigs3] 30/5/2017 23:01

hxxps://www.indonesia-investments.com/news/todays-headlines/mining-in-indonesia-nickel-price-to-remain-under-pressure/item7858

[twigs3] 27/5/2017 17:05

Yep not going to see 12k anytime soon imo, when and if we do see 12-14k then yes I agree we would have been taken over if the mine was up and running.

[jailbird] 27/5/2017 11:02

I do not see HZM around by that time anyway It will be owned by some other Co by then.

[jailbird] 27/5/2017 11:01

This is all good news for Nickel demand in the long term... over the next 5 years onwards But what news can drive Nickel to $12k in the next 12-24 months .

[raymund] 26/5/2017 19:25

Thanks salmonn1, this is very encouraging and move into storage for wind and solar farms adds a further dimension.

[salmonn1] 26/5/2017 00:38

How do you cut the price of a Li-ion battery? Substitute Ni for cobalt in the cathode! This could really take off and decisions will have to be taken about which metals to go with. Ironically Nickel's current problems with inventory and price make it an attractive raw material for battery production.

[salmonn1] 23/5/2017 23:19

Oh, forgot to mention, HZM Twitter, 18th May, Teck's Alex Christopher and David Hall reviewing the trial mining. I guess Teck are still providing valuable technical advice and assistance which they have from the rto onwards. Good to see.