Horizonte Minerals Share Discussion Threads

[maverick247] 27/2/2018 16:36

Havent looked at AM but hzm have araguaia also would need to do a full analysis but im assuming their nickel cobalt project is the lead project hence compariosn maybe?

[the deacon] 27/2/2018 16:27

You've got to laugh at these comparisons. Australian Mines have more projects than just Sconi contributing to their mcap. Flemington has proved to be an (advanced) extention to CLQ's Syerston deposit, and is completely overlooked in this 'comparison' I agree HZM is undervalued, but these slides mean nothing when put into true context.

[maverick247] 27/2/2018 14:13

Updated presentation



Look at slide 29 comparison to SCONI at $220m cap clear valuation gap by a factor of 3 just comparing Vermelho

Then add Aragauia

[salmonn1] 27/2/2018 12:47

Already started in London uapatel, with the T charge in central area. Plan is to introduce an Ultra Low Emissions Zone (ULEZ)from April 2019 and expand to cover area inside North and South circular in future years (2021?). The government have dodged the responsibility by saying it is up to local authorities to introduce but the Times reported up to 35 cities in UK could bring in emission restrictions. Only Euro 3 and earlier vehicles affected to begin with.

[uapatel] 27/2/2018 11:29

Diesel car ban on the cards for German cities



May catch on to other EU countries

[maverick247] 27/2/2018 08:12

Morning guys here is the latest company fact sheet now incorporating Vermelho project great that the company can target both stainless and ev markets across the two projects

[twigs3] 26/2/2018 18:34

Glencore positive on nickel.
hxxps://steelguru.com/metal/glencore-positive-on-copper-zinc-nickel-amid-ev-optimism/503219

[maverick247] 26/2/2018 10:12

Expecting an operational update within next two weeks really looking forward to hearing plans on vermelho and progress on BFSNice to see nickel back at $14k/tPatience will be rewarded here

[ayesha4] 23/2/2018 16:33

Well done with 1m at 4.7pHopefully will get going soon.

[jedi k] 23/2/2018 13:33

Nickel should see strong support at $13,200/$13,000 on any
further retracement, Stéphanie Aymes, head of technical analysis
at Societe Generale, said in a note.
"Nickel ... should head towards up the sloping channel limit
near $14,587 with the possibility to reach next projections at
$15,090."

[twigs3] 23/2/2018 07:57

Let’s hope so but we will only find out when volume picks up again.

[maverick247] 22/2/2018 14:33

Selling stopped?

[strow] 22/2/2018 14:06

Personally think the most sensible link up is with Glencore either as J/V or total buyout,but the disadvantage of the latter from Glencore is that we would likely get a poorer offer than elsewhere given the original price that we got from them from half the project.Teck incredibly quiet-could potentially be a dark horse.Personally don't want Chinese anywhere near it-they always screw everybody over

[cgequityinvest] 22/2/2018 13:02

Whilst we wait for the feasibility study do any of you have strong views on how management are likely to take the company forward in terms of production, i.e. do you view Horizonte as a company with exploration/development skills but lacking the experience/financial muscle/operational skills to raise all the debt/equity and minimise the risks in terms of reaching production targets.

It seems there are three broad options:

1/ accept a bid for Araguaia (maybe retaining some form of royalty/minority stake)
2/ Doing a JV with a demonstrably experienced operator who can raise the finance more competitive rates
3/ Horizonte to raise the finance themselves and become an operator.

Option 3 seems the highest risk/reward to me.

[haydock] 22/2/2018 11:40

Featuring on ARS:

[strow] 22/2/2018 08:39

Glencore doing as good a job of talking nickel up as Andy home is doing of talking it down-Interesting that Home never declares whether he has any trading/investment interests........

[uapatel] 21/2/2018 15:03

Looks live even Apple may be getting concerned over battery materials.



Hopefully more cobalt price pressure will mean others will seek more Nickel content for their batteries so pushing Nickel prices up aswell.

Good luck all holders

[maverick247] 21/2/2018 13:38

Indeed charles but looking for a bounce again from here double bottom seems to be solid buy support low 4's albeit low volume currently

[haydock] 21/2/2018 12:28

automaker investment in EVs: $90 billion and counting
The rate at which automotive and battery companies have scaled up electric vehicle investment plans speaks to our opportunity as a supplier of key metals.

Global automaker investments now total more than $90 billion, with at least $19 billion attributed to the US, $21 billion to China and $52 billion to Germany.
Volkswagen alone plans to spend $40 billion by 2030 to build electrified versions of over 300 models.

Chinese automakers are ramping up focus on the EV story, while a number have announced investment partnerships with the likes of Ford, VW and General Motors.

[haydock] 21/2/2018 12:26

With thanks to Mr Roper on ARS from the Glencor report.

During 2017, Glencore commissioned CRU to model the metal requirements to realise the Electric Vehicle Initiative target of 30 million electric vehicle sales by 2030. CRU forecast that 4.1Mt of copper (18% of 2016 supply), 1.1Mt of nickel (56%
of 2016 supply) and 314kt of cobalt (314% of 2016 supply) will be required annually by 2030. As early as 2020, forecast EV related metal demand becomes material, requiring an additional c.390kt of copper and c.24kt of cobalt. In 2017, the
pricing impact / expectation of this new demand dynamic was clearly evident in cobalt, with the spot price rallying 130% through the year

[charles clore] 20/2/2018 22:02

Absolutely incredible the way this share is behaving!

[salmonn1] 20/2/2018 20:30

At the 2015 AGM things looked pretty depressing. In the three years since we've trebled the size of the asset, added cobalt to the mix and the price of nickel is off the floor (at least for the present). In two years time we should have a "IKEA type flat pack" mine ready to go, all the data, equipment pricing and permits in place. An off the shelf mine for anyone interested in the asset. All HZM can do is put everything in place and if markets align it will make money. I agree with strow in the medium term circa 2025 assets like HZM will be in demand, but it might be a lot sooner, investors in mining don't have a good reputation for making rational decisions, I mean the majors have a history of making reckless investments, although they are behaving better at the moment. I think it's difficult to put a price on the company until there's a package in place ready for construction and production. Then we might have a buyer. And HZM are very good at keeping price sensitive information confidential, so we might get a pleasant surprise anytime.