Horizonte Minerals Share Discussion Threads

[jailbird] 01/2/2018 21:54

I do worry, it is getting ahead of it self.

However LME stocks continues to fall.

HZM should be in 10p + at these prices.

Would love it if NIckel will be this high in April , BFS is expected to be released by end of March. N oreason to slip on this date as upto to now Co as delivered on time and budget

[maverick247] 01/2/2018 17:05

Nickel over 14k again!

[uapatel] 31/1/2018 07:56

Thanks for that article Twigs3,

.....Based on an EV market share of less than 32% in 2030, forecast metal requirements are roughly 4.1m tonnes of additional copper (18% of 2016 supply). The move away from gasoline and diesel-powered vehicles would need 56% more nickel production or 1.1m tonnes compared to 2016 and cobalt supply would have to triple to 314,000 tonnes.

[ronconomics] 30/1/2018 22:49

Vale to invite Cobolt bids

[twigs3] 30/1/2018 18:07

Some of those trades are from yesterday 4.5 will be a buy the 4.4 a sell 4.38 from today was mid price but could well be a buy.

[johncb] 30/1/2018 17:59

A lot of large trades at. Close Do we think there buys or sells ??

[jedi k] 30/1/2018 17:13

Country Location Closing Stock





Belgium Antwerp 492
Korea (South) Busan 7,284
Korea (South) Gwangyang 4,218
Malaysia Johor 175,950
Malaysia Port Klang 270
Netherlands Moerdijk 2,856
Netherlands Rotterdam 50,682
Singapore Singapore 48,102
Taiwan Kaohsiung 52,512
UAE Dubai 14,424
UK Liverpool 300
USA Baltimore 3,624

Total 360,714

CLOSING STOCK ONLY, A LITTLE EASIER TO READ.

[jedi k] 30/1/2018 17:06

Anyone interested in the LME stockpile and where it is located?

Is the 300 tonnes in Liverpool still there??

Nickel


Country Location Opening Stock Delivered In Delivered Out Closing Stock Open Tonnage Cancelled Tonnage

Belgium Antwerp 492 0 0 492 492 0
Germany Bremen 0 0 0 0 0 0
Germany Hamburg 0 0 0 0 0 0
Italy Genoa 0 0 0 0 0 0
Italy Leghorn 0 0 0 0 0 0
Italy Trieste 0 0 0 0 0 0
Korea (South) Busan 7,356 0 72 7,284 3,060 4,224
Korea (South) Gwangyang 4,320 0 102 4,218 1,926 2,292
Korea (South) Incheon 0 0 0 0 0 0
Malaysia Johor 176,070 0 120 175,950 129,084 46,866
Malaysia Port Klang 270 0 0 270 66 204
Netherlands Moerdijk 2,856 0 0 2,856 2,856 0
Netherlands Rotterdam 51,330 0 648 50,682 25,662 25,020
Netherlands Vlissingen 0 0 0 0 0 0
Singapore Singapore 48,150 0 48 48,102 38,316 9,786
Spain Barcelona 0 0 0 0 0 0
Spain Bilbao 0 0 0 0 0 0
Sweden Helsingborg 0 0 0 0 0 0
Taiwan Kaohsiung 52,572 0 60 52,512 36,516 15,996
UAE Dubai 14,424 0 0 14,424 13,422 1,002
UK Hull 0 0 0 0 0 0
UK Liverpool 300 0 0 300 300 0
USA Baltimore 3,642 0 18 3,624 1,404 2,220
USA Chicago 0 0 0 0 0 0
USA Detroit 0 0 0 0 0 0
USA Los Angeles 0 0 0 0 0 0
USA Mobile 0 0 0 0 0 0
USA New Orleans 0 0 0 0 0 0
USA St Louis 0 0 0 0 0 0

Total 361,782 0 1,068 360,714 253,104 107,610

[twigs3] 30/1/2018 12:26

Who knows, probably a worked sell?

[jailbird] 30/1/2018 11:32

is this what it appears to be 4.5m buy?

11:06:00 4.4500 4,535,713

[twigs3] 29/1/2018 17:41

Your probably right JB it would address the problem, I didn’t write it the article it’s in the link below. Bit frustrating these match sell oh well this time next year!
hxxps://www.fool.com.au/2018/01/27/why-nickel-stocks-like-independence-group-nl-are-the-ones-to-watch-in-2018/

[jailbird] 29/1/2018 17:37

I knew I have read it somewhere

hxxps://www.bloombergquint.com/markets/2017/10/30/lme-considers-new-nickel-contract-to-tap-electric-cars-boom

[jailbird] 29/1/2018 17:27

Twig,


In a sign of how much the electric car industry is changing the market, the London Metal Exchange said it may offer a nickel contract specifically targeting the battery market.
This may address the cost of producing Nickel from Limonite for EV



you wrote above

"I don’t have a ready answer for the first issue, but UBS has shed some light on Limonite. The problem with Limonite is the difficulty and cost in extracting nickel from this ore type.

Special High-Pressure Acid Leach (HPAL) plants will need to be built and the current price of nickel cannot financially justify the investment.

So, if Limonite is seen as a solution to filling the supply gap, it can only mean one thing – higher nickel prices."

[hobs] 29/1/2018 15:56

I had assumed the seller was Lombard Odier but since we have not seen a TR-1 recently maybe not. Impossible to know when the selling will stop but extremely positive that the share price is holding up regardless.

[jailbird] 29/1/2018 14:18

seller back..how many have I said that now..:-)

Come back in a month I think

[strow] 29/1/2018 08:25

The bank that said nickel was going to average $4.63/lb as their opeining comment for the new year