Horizonte Minerals Share Discussion Threads

[strow] 04/10/2017 08:36

mms not bothered about t-trades anymore either-bigger forces are now at work

[maverick247] 04/10/2017 08:30

Im looking forward to trial mining results which are due. So many companies quote grades they cant achieve but i feel confident from research we will see excellent results its quite a key deliverable imoNickel strong again too

[twigs3] 03/10/2017 12:04

What I have notice over the last month or so is the trades that go through are large, someone build a stake here I wonder?

[twigs3] 03/10/2017 10:37

Yep would be good to get to 12k before FS up almost 3%

[maverick247] 03/10/2017 10:16

Nickel up 2.5% heading back to base case npv level hopefully

[twigs3] 01/10/2017 11:49

hxxp://www.mining-journal.com/commodities/industrial-minerals/pala-banking-on-battery-minerals/#.WdC91z9cyUU.twitter

[maverick247] 29/9/2017 13:14

Nickel bouncing nicely

[maverick247] 29/9/2017 11:00

Me too AST one i think its a directive to reduce overall positiins

[jailbird] 29/9/2017 10:30

RNS Lombard Odier reduced.

I read Lombard have been selling down a number of stocks

[maverick247] 29/9/2017 09:12

Yes twigs lots of news flow to come v exciting glad i spotted this and did the research not many sub £40m cap companies on AIM that have anywhere near this upside Forecast annual profit from 2020 $80m thats not factoring in as you say the additional nickel and cobalt resource

[twigs3] 28/9/2017 17:42

Mav also expecting news on installation license, drill results from new concussion areas, hopefully some sort of guide on the value of cobalt and extra nickel and as you said trial mining results.

[adorling] 28/9/2017 16:07

Just added £12.5k in SIPP at 3.38p

[maverick247] 28/9/2017 15:59

Check out this interview, CEO Jeremy impressive as ever. http://horizonteminerals.com/uk/en/thought_leaders/

[maverick247] 28/9/2017 15:57

Looks like a few smaller sellers in nickel dropNickel now bouncing have another £8k to add here hoping for one more dip to 3p to collect or will add on breakoutThing we are due trial mining results imminently for BFS?

[salmonn1] 27/9/2017 22:34

jb, you're probably right. A change to EVs is disruptive in many ways. The tax base is an obvious one and it will need to be addressed, how is going to be primarily a political one and a decline in fuel duty will sharpen the debate, but, fiscal policy though out the world is moving in the direction of favouring EV over ICE and very few people think that is likely to change. The mix of taxes won't stop EVs, as I typed "free road tax" I admit I was thinking, how long will that last? But it doesn't really matter, EV is the future because that is what government and industry want long term. I suspect motor manufacturers are trying to hold EVs back as it threatens their existing capx until it has run it's course, but they are also worried about being left behind so they are probably going to have to write-off an awful lot of fixed capital. My guess is what really keeps Toyota and GM etc up at night are the Teslas and BYDs breaking their market shares by jumping to a new technology. So they will be forced down the EV road anyway, with >10kg of Ni per car with any luck!

[jailbird] 27/9/2017 21:41

Salmonn,Government are making billions from fuel tax revenues . How will the gap be filled ?I just reckon EV cars will taxed in some form, possibly an electricity taxSame as airport tax on fares which is passed onto the consumer .Bring green may help the climate over the long term but there will be 'green' tax as well

[salmonn1] 27/9/2017 21:08

So JM's thinking on Ni in batteries is that there should be steady growth in demand over the medium term and that spikes in the Ni price are not desirable as it would encourage new entrants into the market. The good news is as I noted previously VW looking for ten year contract for Co is an indication where the EV battery market is going, i.e. commitment to Ni in cathodes for at least ten years. That's JM's steady growth, provided EV use takes off. I've heard car industry thinking is that when there is a £20k car with 200 miles plus range then there will be a mass market. I think that's right, the penny will drop for many people, once they've paid their 20 grand (or PCP equivalent) there are no oil changes, no engine, transmission, clutch, exhaust etc to go wrong and the "fuel" is the equivalent of 30p litre. And the road tax is free. This isn't about if EVs are better than ICEs it's just about what is going to happen. The £20k car 2020? just as HZM comes on line.

[jailbird] 27/9/2017 17:23

ThanksTwig, very educational infoInterested point made by the Cadence investment CoThey invest in early development of project and exit on PFS or BFS as they do not have the finances to invest further in the project.Be worth looking on our registry who the exiteers will be too

[twigs3] 27/9/2017 16:00

JM talking about battery technology

[jailbird] 27/9/2017 11:32

1 million @3.5p at 08:27Delayed buy I say... that explains why Peel is on the bid now

[jailbird] 27/9/2017 09:32

Think Peel is making a market for the million on it's bookCan buy shy over mid price

[jailbird] 27/9/2017 09:28

MM Peel is the only moving up on the bid 1v3

[strow] 27/9/2017 08:18

The 1p placing holders no doubt