Horizonte Minerals Share Discussion Threads

[maverick247] 26/10/2017 10:33

Just checked RSP all buys going through a bit more stock to take out then its on to 4.12 ask

[twigs3] 26/10/2017 07:39

Nickel could easily hit 13k per ton before BFS with all this talk and a bit more draw down on LME before BFS is due, would be a great price for going in to finance for the build.

[salmonn1] 26/10/2017 01:04

(From jb's link) "new projects may focus on producing nickel intermediates (such as nickel hydroxides) for direct use as feed for NiSO4 rather than for processing through to finished metal." Probably the route HZM will take with its limonite.

[maverick247] 25/10/2017 22:59

Yep nickel is king of the ev materials the deficit will get worse What an opportunity here and thx to lombard weve been able to buy at a remarkably low share price for stage we are at imoThis window is closing as Q1 we see bfs delivered and if goes to plan the value of the company in my view has to increase a number of multiples

[jailbird] 25/10/2017 22:51

Sorry to bank on about EVLots of info already said.However this article was quite informing of Nickel usage in batteries unlike I have read before http://www.commodities-now.com/reports/metals-and-mining/23569-a-demanding-supply-problem-for-nickel.html

[rapiddave] 25/10/2017 12:02

2018 will see Nickel in the third year of supply deficit.. There is already more demand than supply can meet.This deficit is present even before the demand from EV and Green Energy has kicked inEV / Green Energy are an unprecedented step change in demand that happens maybe less than once a generation2007 saw Nickel peak at $54,000/t without these disruptive technologiesNo money has been put into development of new Nickel mines over the last few years... More mines are neededM&A activity has doubled YoY. Horizonte have a Tier 1 assetWhat happens next?

[twigs3] 25/10/2017 11:59

What makes a tier 1 mine
hxxp://www.bhp.com/-/media/bhp/documents/investors/reports/2006/amecconference.pdf

[jailbird] 25/10/2017 11:06

Anyone who understands charts hereWe had a gap up in the chart 2-3 days agoIs this dropped to fill that gap?

[jailbird] 25/10/2017 10:26

I guess some may prefer diversification and hold both

[jailbird] 25/10/2017 10:25

I agreeThe slightly behind delivery of project and still have some challenges Better placed here

[twigs3] 25/10/2017 10:15

JB im in ARS (small)but money safer here imo

[vatnabrekk] 25/10/2017 09:31

You're right twigs, one of the 4.02 transactions is mine, and that was a buy.

[maverick247] 25/10/2017 09:18

Company fully funded for BFS and beyond They have said it repeatedly

[jailbird] 25/10/2017 09:14

Rampers and traders rife on that threadKeeping away

[twigs3] 25/10/2017 09:12

JB the way I see it nickel has been on the floor for a long time, gold copper has been rising well before nickel so ARS had more interest = higher market cap, the project isn't as large as HZM so wouldn't cost as much for a BFS.

[jailbird] 25/10/2017 09:05

Typos*Not fine .. we could done here

[jailbird] 25/10/2017 09:01

So ARS raised £6m for DFS at 4.3pBars ok Indonesia HZM raises £9m at 2p... We could fine here.Cannot see why ARS gets in better terms and less dilution Not sure of their expected valuations but are at £50m mkt capHowever are Copper and gold and not Nickel project

[jailbird] 25/10/2017 08:53

Overhang here from a large seller it seems.All well and good have institutions on board.. but they always slice as expected and hold back momentum

[twigs3] 25/10/2017 08:48

All buys again 4.02 are buys

[twigs3] 25/10/2017 08:39

No your not JB,I don't see a placing until after BFS as JM has said many times fully funded to BFS and a bit of run time, imo we may get a small placing befor finance is in place just for running cost but that will be in 2018 and after BFS with a much higher market cap.

[jailbird] 25/10/2017 08:35

StrowWhy do you say that ?The next funding call will be post BFS And that should be the JV/debt/equity one or am I being naive

[maverick247] 25/10/2017 08:11

CEO Jeremy should be on BOX podcast today