Horizonte Minerals Share Discussion Threads

[jailbird] 20/2/2018 01:59

hxxp://blogs.platts.com/2018/02/19/might-nickel-brake-progress-electric-vehicles/

These two articles show Nickel for Steel will be ok as Indo will supply this as it ramps up.

However the battery grade Nickel is the one which will be more in demand and in less supply

This is why we need a different prices structure for the Nickel grades used by Steel and by batteries



Please correct me if I am wrong

[strow] 19/2/2018 21:20

I think the market is just thick,but to be fair there are quite a few de-risking steps still to happen this year as we dont even have a full licence to mine any of it yet etc

[twigs3] 19/2/2018 20:19

It doesn’t appear that the market knows what we have, we could really do with a sustained marketing campaign to get it out there.

[strow] 19/2/2018 17:07

Still think the long term incentive price has got to be important-that would be 90-95% on current cost curve (haven't looked at it recently)Araguaia still lies at 25%-nothing changed there and good margin for Horizonte.All about tier 1 projects and Andy Home can bear away as much as he likes,that can't be taken away and from what I understand coal prices have increased a fair bit making any new hopefuls jobs even more difficult to obtain capex for new projects.We seem to hold a lot of Aces going forwards

[strow] 19/2/2018 16:44

Good ol Andy Home-so balanced lol

[jedi k] 19/2/2018 12:35

Belgium’s Umicore, a leading supplier of materials for electric vehicle batteries, including cobalt, said last week that it had raised 892 million euros ($1.1 billion) in an equity placement to help fund investments in its fast-expanding rechargeable battery materials business.

[haydock] 19/2/2018 11:24

Sconi: One Giant Battery

Maybe that's the write up that hooks the big fish.

Marketing is clearly the strong point of that presentation. Cobalt is the buzz word, but Nickel is in the mix.

Next time they present in London this one should be top of the tree for comparison?

[jailbird] 19/2/2018 11:04

https://australianmines.com.au/application/third_party/ckfinder/userfiles/files/auz-investor-presentation-october-update.pdfDetails of Sconi project here... interesting comparison

[haydock] 19/2/2018 10:20

Sconi is situated about 250km from Townsville and is close to port, roads, electricity, housing, a skilled workforce, water and telecommunications infrastructure.
The project’s maiden resource sits at 89 million tonnes grading 0.11% cobalt and 0.80% nickel and has a forecast 20-year mine life.
A bankable feasibility study is underway and due for completion in April.

Without going into this further, on the surface does not sound significantly ahead as a resource of HZM.

Great find. twigs.

[maverick247] 19/2/2018 09:02

wow twigs another great find thanks

[maverick247] 19/2/2018 09:00

Listen to this from Rick Rule around 13 mins he discussed intelligent acquisitions - thats wh I think Vermelho being close to Araguaia is a scoop. At some point soon I think we are going to see a significant rerate here given cap vs cash of £9m and assets

[twigs3] 19/2/2018 07:50

Some companies are securing off take agreements before BFS.
hxxps://smallcaps.com.au/australian-mines-offtake-deal-sk-innovation-sconi-cobalt-nickel/

[maverick247] 16/2/2018 16:09

Great spot twigs - i think this is what we all hoping a major coming along and snapping up tier 1 assets now the commodities space has changedAnd they like nickel and cobalt

[salmonn1] 16/2/2018 14:27

Please excuse the vagueness of the following, Glencore have an acquisitions "war chest" for the next couple of years of several $billion per annum.

[maverick247] 16/2/2018 08:57

Nickel holding $14k nicely imagine a couple years down the line and when we are producing - at $18k/t Araguaia npv alone is in excess of $1bn

[haydock] 15/2/2018 10:14

hxxp://www.sherritt.com/English/Investor-Relations/News-Releases/News-Release-Details/2018/Sherritt-Reports-Fourth-Quarter-and-Year-End-2017-Results/default.aspx

This lot on their own do not have enough cash to buy HZM ?
They are very much a likely party to be involved.

hxxp://www.sherritt.com/English/Home/default.aspx

[jailbird] 15/2/2018 10:09

Stay away from this ramping social media posters .. they have their own agenda How can you trust any of these

[maverick247] 15/2/2018 10:06

Guys check out this post on twitter with a post on CEO.CA where a poster mentioning buyout interest from a company called sherrittAnyone heard of the company?https://twitter.com/themoneysponge/status/964074148715794432

[uapatel] 15/2/2018 09:56

Mav,

Think we will see more action on the release of the BFS. Especially if as you say, we see some shift on the probable to proven figures.

Good luck all holders

[maverick247] 15/2/2018 09:46

I wonder when the market will truly wake up to the fact this is the only AIM company listed with high grade tier 1 assets and realistically can become a producer if not taken out beforehand