Horizonte Minerals Share Discussion Threads

[maverick247] 12/3/2018 13:47

ARS will continue to do well imo and im a holder HZM now lagging when you consider assets here and respective npv's Mostly thanks to our seller but once cleared this should rerate accordinglyNice nickel bounce too

[jedi k] 12/3/2018 11:33

Securing Metal Supplies
Apart from the petrochemical business, LG Chem is also one of the major South Korean battery makers, along with Samsung SDI and SK Innovation .

Growth in the battery business, fuelled by the boom in electric vehicles, boosted the company's sales target to 36.4 trillion won ($34.2 billion) by 2020, from this year's goal of 26.9 trillion won, Park said.

LG Chem was on the lookout for ways to secure stable supplies of metals such as nickel and cobalt used in EV batteries, including joint ventures, he added.

"We could consider cooperating with companies which have such metals or, if needed, a joint venture or a long-term deal, and we are making a lot of plans for the next few years," he said.

In February, SK Innovation signed a deal with battery technology metals developer Australian Mines Ltd to source cobalt sulphate and nickel sulphate. ...

[trigger blade] 12/3/2018 10:02

Andrew,

If you'd been in ARS two years ago, you'd already have a ten bagger, but there's still plenty left to go at, no advice intended.

[minder5] 12/3/2018 09:33

Andrew, for ARS the recent note from Liberum is a good start

I’ve tried to post the link several times without success. Should be easy to find on google

[andrewthegolfer] 12/3/2018 09:00

Charles - still doing my research on ARS and HZM. I like HZM but ARS is new to me...shed any light ?

[charles clore] 12/3/2018 01:49

Andrew - I like ARS and HMI. SIRIUS is not one that I am familiar with.

[andrewthegolfer] 11/3/2018 11:29

Charles Clore. Thanks mate for the ten bagger explanation!

When you say nice picks : do you mean Sirius and harvest ? Or are you implying Horizonte minerals and ARS are potentially good picks to dive into ?

[jailbird] 11/3/2018 02:46

new article

hxxps://www.edelsoninstitute.com/wealth-wave/3-must-see-charts-energy-metals-cobalt-lithium-nickel/


COMMODITIES
3 Must-see Charts on Energy Metals
by Sean Brodrick | March 10, 2018


And that leads to a lithium price chart like this …



That chart shows that lithium prices rose 213% from the beginning of 2015 through today. More than doubled! And the price is still holding strong.

And that’s great. I’m happy. Heck, SQM is one of my recent picks in Wealth Supercycle. I recommended it when SQM joined the rest of the sector in diving off a cliff. I knew the EV megatrend was driving the energy metals supercycle. So SQM’s share price would bounce like it was made of Flubber. And it has.

But here’s the exciting thing: Lithium isn’t the most exciting energy metal.

A Cobalt-blue Tidal Wave of Demand

Here’s another chart I grabbed from Bloomberg.



Lithium prices doubled in three years, right? Well, cobalt prices tripled in the past two years. What’s more, this chart shows that cobalt just broke out to a new high. Indeed, it’s a 40-year-high.

See, most of the world’s cobalt comes from the Democratic Republic of Congo. It’s a terrible place. Along with its humanitarian woes, the government there is getting awfully grabby about mining revenues.

Related story: Bungle in the Jungle

So, no one is enthusiastic about opening new mines in the DRC. And that makes small juniors elsewhere in the world the potential cobalt kings of tomorrow.

Do I have a list of those companies? You can bet your cobalt-colored crumpets I do.

How strong are cobalt prices? So strong, that Glencore had a chance to lock in a deal to sell about a quarter of its cobalt output to Chinese firm GEM. But Glencore walked away over prices.

Glencore knows it can find other buyers. Heck, Ford wants to build 40 electrified models by 2025. Now add in the demand from GM, Volkswagen, Toyota and all the Chinese auto manufacturers.

That is a cobalt-blue tidal wave of demand.

The bottom line is cobalt buyers have no pricing power. Producers like Glencore hold all the cards.

And now you want the really exciting news? Lithium and cobalt aren’t the only two energy metals.

Nickel Looks All Shiny

Let’s look at nickel, for example.

Oh, there’s a heck of a lot of nickel in a li-on battery. Sure, that’s still a very small part of global nickel demand. About 4%. But it’s growing.

Growing enough, maybe, to trigger a price chart like this …

You can see the price of nickel has zig-zagged higher. In fact, prices recently hit the highest levels since early 2015.

Now, look at the bottom of the chart. Stockpiles at the London Metals Exchange are falling. Orders to remove the metal from LME warehouses jumped the most in five years.

I’ve added a yellow line that shows warrants for storing nickel at the LME. They’re being canceled left and right. This is an indicator of future storage. And it’s bullish for prices.

Now, there are many things that can influence nickel demand. For example, if the world spirals into a trade war, that would be bearish. But you can bet your bottom dollar that the constant pressure from li-on battery producers will be a bullish force.

Meanwhile, nickel supply is supposed to increase this year. But it’s the wrong kind of nickel! The increase is in nickel pig iron. Not the nickel sulphate prized by battery manufacturers.

So, there you have it. Three metals doing very well from the EV megatrend, and the energy metals supercycle.

There are lots of ways to play it. I’ll add more picks in Wealth Supercycle. Do your own due diligence. But great stocks are on sale since Morgan Stanley’s “Chicken Little” call.

Don’t miss that opportunity … and don’t miss out on this extraordinarily profitable move.

[jailbird] 11/3/2018 02:45

LIVE FUTURES REPORT 09/03: LME nickel recovers on stock cancellation; other base metals trading sideways
The three-month nickel price on the London Metal Exchange recovered $100 per tonne in morning trading on Friday March 9, supported by a large cancellation of stocks at LME-listed warehouses.

Some 29,244 tonnes of nickel was freshly cancelled – with the majority of it in Johor – which helped push the three-month price higher after two days of declines. “Nickel has a rather bullish fundamental backdrop with WBMS reporting a global refined nickel deficit at 102,000 tonnes in 2017. Another deficit in 2018 will mean less metal available for global consumption and this will help underpin its price action,” Andy Farida, Metal Bulletin senior analyst, said. Once again, aluminium prices were trading sideways as the market mulls over US President Donald Trump’s recent tariff announcements. Trump signed off on the blanket tariffs – 25% on steel imports,...

[saucepan] 10/3/2018 13:20

Weclome,Chip. It is reassuring you see some merit here. I look forward to your further inputs.

[charles clore] 10/3/2018 12:52

Andrew - nice picks! A ten bagger is when a stock increases tenfold.

[andrewthegolfer] 10/3/2018 10:04

Folks, I’m totally new here and relatively new to buying shares and all the abbreviations used here lol
What is a 10 bagger ?

I’m looking at Horizonte minerals and ARS
And entering into these two

Already in Sirius and harvest minerals nicely
Cheers
Andrew UK

[haydock] 09/3/2018 18:08

Chip: start your reading in on ARS around about this item.
Ars is an ex-gold stock, by the way.


BIKWIK - 01 Mar 2018 - 17:18:49 - 4523 of 4563
BIKWIK and Technical Analysis
Hmm, the more I look at the chart/charts of ARS it looks better every time. I think you have found a real winner here. This may take some time to analyse.

His full analysis follows, several charts.

Have a great weekend.

[ayesha4] 09/3/2018 14:01

About time the management got the stock moved more sendibly

[chipperfrd] 09/3/2018 12:32

Hi Hay,

Long time since we last chatted. Yes, good old CEY. That has been quite a share :-)

No knowledge of ARS. Will try to have a look soon.

All the best
Chip

[haydock] 09/3/2018 12:09

Welcome Chip.
Just like the old days of Centamin.
Had a look at ARS as well? I have recently moved in there.

Regards Hay.

[chipperfrd] 09/3/2018 11:03

Well thank you for the kind words JB, hopefully we will have interesting and rewarding discussions over the coming quarters.

[jailbird] 09/3/2018 10:53

Fantastic to see a respected , mining knowledged investor here

[chipperfrd] 09/3/2018 10:44

Saucepan (re our posts on another thread)

Thank you for your suggestion. I have had a look over HZM and built a 'starter' DCF model based on their 2016 PFS data in order to test out both cash flow and EPS estimates based on that old data.

Clearly, things have changed significantly since the PFS and my assumption is that the current BFS reworking is largely due to the recent purchase of the Vermelho NiCo project and the probable requirement to incorporate processing of a proportion of ore from high grade areas of that license in addition to Araguaia itself.

Irrespective of that, the Araguaia FeNi project appears to be an excellent investment proposition in it's own right and, pre-BFS enlightenment, it can only be that project that forms my view of the current investment case.

Assuming the pre-production CAPEX for Araguaia remains similar to the PFS, (ie c. US$350.5m split over 2019 and 2020) this does look a tough ask for a company the size of HZM. Presumably this will need to be almost solely provided via a debt consortium of banks.

However, with the current trend in rising prices for Nickel and with the growing demand for EV consumption of Ni Co, there would appear to be a reasonable probability of investment cash becoming available for such projects, especially ones with good grades and long mining lives - eg Araguaia (and now enhanced by the possibility of Vermelho ore).

So on a minimum of a 4-year view, I have decided to dip my toes in here and see how the investment landscape looks after the imminent BFS.

Thank you again,
Chip

[maverick247] 09/3/2018 10:41

Not sure clear our seller still here however i had the same situation waiting in ARS for a while went in to 10 bag from my initial buyWe know whats coming now its a patience game

[salmonn1] 09/3/2018 09:48

Is it possible that someone might be selling enough shares to recover their total investment so that they're "in the money" so to speak?

[strow] 09/3/2018 07:00

If Griffiths was selling everything out there would not have had to have been a holdings announcement until everything was sold,so seems very unlikely he is doing that

[charles clore] 08/3/2018 15:37

Id be dissatisfied with anything less than a 10 bagger here!

[strow] 08/3/2018 15:10

odier too-its very very boring,but who can blame them-300% profit on 1p placing shares
I aint sold a single one of my 1.6p though :-) holding tight