Horizonte Minerals Share Discussion Threads

[defcon3] 11/8/2017 15:56

The PFS released in October 2016 considers open pit mining for the exploitation of nickel laterite to establish the production of run of mine ('ROM') from eight open pits to supply a targeted 0.9 million tonnes per annum ('Mt/a') of ore to a processing and smelter facility. This facility will use the proven RKEF process with the product being sold at free on board ('FOB') at the selected port of export.

[maverick247] 11/8/2017 15:31

Can someone tell me total resource tonnage we have i thought presentation said 450k but i then thiught i saw elsewhere over a millionTia

[twigs3] 11/8/2017 15:20

Is see AMC is on a good run again.

[twigs3] 11/8/2017 13:53

HZM on vox market.
hxxps://audioboom.com/posts/6194934-nic-charts-today-are-asiamet-resources-ars-horizonte-minerals-hzm-canadian-overseas-petroleum-copl

[salmonn1] 11/8/2017 12:22

Raymund, well done! I know you said you had written to Shares before about nickel and HZM, but I like your timing. As a side-effect of the EV battery story nickel and other base metals look like they could become the latest investment zeitgeist. I've just seen this on the HZM twitter feed, more evidence of growing interest in nickel producers.



Particularly telling is.... " Perth-based nickel producer Western Areas Ltd. has had visits from four groups in the past month seeking to secure future supply for lithium-ion batteries, CEO Dan Lougher said Wednesday in an interview. “That frequency tell us how the market is looking at this,” Lougher said. “The next stage will be people wanting to get into assets, and wanting to share in projects and provide capital.”

[raymund] 11/8/2017 10:38

Salmon1, picked on this and just written following to SHARES:

Hi Dan,

You should see interims from HZM today and in particular David Hall's
Statement ending: "A Tier 1 asset such as this will no doubt attract the
attention of nickel producers for whom the development pipeline is bare...."

Perhaps time for you to speak to Jeremy Martin again to ensure you keep your
readers informed and perhaps address the issue of Ni in batteries for EVs
and power storage, have a look at China!. I look forward to reading more on
this and HZM before long, should have BFS by year end.

Kind regards,
Raymund

[strow] 11/8/2017 09:48

we can start talking about price soon ....10p?

[maverick247] 11/8/2017 09:37

Glencore like Nickel, alot!

[soundbuy] 11/8/2017 08:50

Would be a fair few names in the frame too........

[steeplejack] 11/8/2017 08:23

Yes,a very pointed remark which is in effect states that the valuation of this company is ridiculously low given that the company will inevitably attract takeover interest.

[bittorrent] 11/8/2017 08:16

Well spotted salmonn1.

[salmonn1] 11/8/2017 07:55

"A Tier 1 asset such as this [HZM] will no doubt attract the attention of nickel producers for whom the development pipeline is bare." A hint where this might be going?

[pinkfoot1] 10/8/2017 11:05

Big article in FT about BHP going into nickel on back of battery demand

[salmonn1] 09/8/2017 23:42

More info' on costs etc.

[strow] 09/8/2017 23:31

Yes,that's 23,000 tonnes out of the market per year then ?

[soundbuy] 09/8/2017 08:36

BHP positions itself at centre of electric-car battery market
Australian miners see surging demand for lithium, cobalt, nickel as EV industry takes off

[jailbird] 09/8/2017 03:09

Last sentence :)

"What’s cobalt today may also be nickel tomorrow," Gill said.

[jedi k] 07/8/2017 09:28

EV Batteries: A $240 Billion Industry In The Making That China Wants To Take Charge Of
BYD, a leading electric vehicle manufacturer in China, is also one of the world’s largest battery suppliers. (PETER PARKS/AFP/Getty Images)
Even those who consider themselves somewhat knowledgeable about the electric vehicle (EV) industry would be hard pressed to name more than a handful of EV battery suppliers.
Most would quickly name Japan’s Panasonic and South Korea’s Samsung and LG Chem, as well as reference the Gigafactoy that Panasonic and Tesla opened this past January in Nevada. A few of the more knowledgeable would also name BYD, a leading electric vehicle manufacturer in China that is also one of the world’s largest battery suppliers.
Other than those names, however, and perhaps one or two other lesser known players, the list would end there.
Nearly everyone would be surprised to learn that there are now more than 140 EV battery manufacturers in China, busily building capacity in order to claim a share of what will become a $240 billion global industry within the next 20 years. As in all things auto, EVs and the batteries that will power them promise to be big industries in China.
A $240 billion industry
The math is simple. Respected auto analysts like those at Bernstein, a Wall Street research and securities firm, are predicting that EVs will account for as much as 40% of global vehicle purchases in 20 years. Since almost 100 million vehicles are produced and sold globally, that means that the annual market for EVs will be 40 million, even if the total global vehicle build does not increase between now and then.
Assuming that battery prices reach parity with the $6,000 cost of an internal combustion engine, a $240 billion battery industry is now in the making. Due to its well-publicized problems combatting air pollution, China will lead the way in EVs, as well as in batteries.
In order to meet projected demand, battery cell manufacturing capacity globally will need to increase dramatically, which is why China’s battery makers are aggressively expanding. When Tesla and Panasonic announced in 2014 their plans to build a “Gigafactory” capable of producing 35 Gigawatt hours (GWh) of battery cells every year, that was big news. (A GWh is equal to one million kilowatt hours.) After all, the entire battery capacity in the world at the time was less than 50 GWh.
A great deal has changed over the last three years, though. Led by China, battery cell manufacturing capacity has more than doubled to 125 GWh, and is projected to double again to over 250 GWh by 2020. Even that will not be nearly enough. Total cell production capacity will need to increase tenfold from 2020 to 2037, the equivalent of adding 60 new Gigafactories, during that period.
Shifting towards China
Battery technology originated in Japan; was then further developed by companies in Korea; and is now shifting strongly toward China. China’s cell production already has a larger share of global production than Japan’s, and China’s global market share is projected to rise to more than 70% by 2020.
Rapid market growth for EVs in China, as well as the tendency for Chinese auto assemblers to use homegrown products, augurs well for China’s continued leadership in battery cell manufacturing. According to Roland Berger’s E-mobility Index Q2 2017 report, locally made lithium-ion cells are used in more than 90% of the EVs produced by Chinese manufacturers.
With so many Chinese companies hoping to enter the battery sweepstakes, China’s government is considering policies that will set minimum production capacities for battery manufacturers as a way to further strengthen its position as a global leader. Although not yet official, Beijing would like Chinese manufacturers to have a production volume of at least 3 to 5 GWh per year. Separately, Beijing released draft guidelines at the end of 2016 stipulating that battery manufacturers would need to have at least 8 GWh of production capacity in order to qualify for subsidies. As a signal to the market, the government is planning to back the development of only those battery companies with annual production capacities of 40 GWh or more.
Who the government is championing
While Panasonic is the world’s largest supplier of electric vehicle batteries globally, Chinese companies are catching up.
Based in Shenzhen, BYD -- which stands for “Build Your Dream” -- is a Hong Kong listed, Chinese car company that in 2016 produced almost 500,000 cars and buses, approximately 100,000 of which were EVs or plug-in hybrids. Consistent with BYD’s strategy of vertical integration, it also has 20 GWh of battery cell capacity and is China’s largest battery maker.
In 2008, a subsidiary of Warren Buffet’s Berkshire Hathaway invested $230 million in BYD, which at the time represented a 10% stake in the company. BYD is now valued in the marketplace at $16.9 billion.
CATL is another leading Chinese battery company. Founded in 2011 and headquartered in Ningde, Fujian province, CATL focuses on the production of lithium-ion batteries and the development of energy storage systems. With manufacturing bases in Qinghai, Jiangsu, and Guangdong provinces, CATL has 7.7 GWh of battery capacity and plans to have battery production capacity of 50 GWh by 2020. Like BYD, CATL is the type of company that the Chinese government wants to support and promote as a national champion.
Companies to watch
Other companies to watch are Tianjin based Lishen Battery and Hangzhou’s Wanxiang Group.
Lishen has production bases in Bejing, Qingdao, Suzhou, Wuhan, Ningbo, Shenzhen and Mianyang, and plans to have 20 GWh of battery cell capacity by 2020. And Wanxiang is one of China’s largest private companies and one of the country’s leading automotive components suppliers. In 1994, Wanxiang established a U.S. company in Elgin, Illinois. Since then, Wanxiang has made over two dozen acquisitions in the United States, including A123, a battery maker that had gone into bankruptcy, in 2013, and Fisker Automotive in 2014.
The flip side to the coming Electric Revolution, of course, is that for every battery pack that is put into a vehicle, one less internal combustion engine is needed. While the growth of EVs will give rise to a large global battery industry, it will also make obsolete the substantial investments that have been made in global engine and engine component capacity

[haydock] 07/8/2017 08:35

Interesting line in the weekend papers. Cobalt production, kids scrabbling the spoil heaps in Africa.
Line: do we really want this for our electric cars ?

[pinkfoot1] 05/8/2017 19:08

I think the company should be aligning itself to the EV story which is compelling

[salmonn1] 05/8/2017 01:34

Interesting article. Gives an insight into who nickel producers are talking to at the moment.

"Last week we had conversations with three separate Chinese groups.....the Chinese parties were keen to secure product from about 2020, reinforcing UBS analysts' view in a research note last week that from about 2020 "electric vehicles could provide a renaissance for the nickel market".

"...and obviously we have been talking to large groups who are non-Chinese. I can't elaborate more than that, other than to say they are very closely linked to the current electric vehicle battery supply market".

What we need to see is billions committed to nickel containing battery production and hope that they stick with the technology.