Horizonte Minerals Share Discussion Threads

[thelads1] 11/5/2018 17:08

just in case this has been missed

hxxps://youtu.be/lM6F3IrSOYE

[maverick247] 11/5/2018 15:47

Could end blue!

[maverick247] 11/5/2018 15:37

Bang on on both there two examples of companies that should be $bn in size or be bought out between $500-750m before hand imo

[charles clore] 11/5/2018 15:14

Over the past 8 years these big boy producers have I'm afraid left very little in the budget for exploration so companies like ours have seen the niche. we (and I include ARS as another example) have explored and explored and bought up licences for some extremely rich deposits - and now the big boys are about to be caught out. They will find themselves forced to buy up explorers and juniors with viable deposits of size that have a long production life. And with rising commodity prices the sky is the limit. We could easily be looking at a 5-10 bagger here imho.

[maverick247] 11/5/2018 15:13

Just spotted nickel back over 14k great stuff

[craigieboy1] 11/5/2018 15:07

Just ticked up. I take it back

[craigieboy1] 11/5/2018 14:57

It's not me thats a seller guys, in fact just bought more and large buy trades are not available and surprise surprise no movement upwards in the share price with my trades which means overhang is still there.

[jailbird] 11/5/2018 14:56

You are joking .. I wish I could buy another million if I sold my other holdingsNot all in one basket Practice what one preaches :-)

[meta1mickey] 11/5/2018 14:55

hxxp://m.resourceinvestor.com/2005/11/28/brazils-cvrd-declares-success-acquiring-canico

This got a mention on the call Wednesday - the take out happened post FS delivery at similar Nickel Price today

A real possibility once derisked and bankable FS delivered a major like Glencore or other Big miner wanting some Nickel exposure could buy the company or asset

Agree if you want in and in size here before FS here there isn't a lot of time

[twigs3] 11/5/2018 14:45

Bet your not too far behind that 12m JB

[nowenterprise] 11/5/2018 14:45

Good bout of buys this afternoon to offset the interminable seller.

[jailbird] 11/5/2018 14:40

Just let me know you price to sell as I want to get before your 12m hit the market :-)Guess ppl may be saying who is this plonker dumping shares and it will be you

[steeplejack] 11/5/2018 14:14

The MMs are playing games with the spread here and frankly I don't think that this is a stock for traders.Other than the stock recently keeps hitting a ceiling around 4.8p,nothing can be taken as read.The news that has been released is unequivocally encouraging against a backcloth of rising nickel and cobalt prices.The stock is ridiculously undervalued compared to its peer group but some geezer (for reasons only known to him or her)has been dumping stock into any share price strength and the only thing that tempers my irritation ,is that the plonker has been losing money on this exercise over a period.

[craigieboy1] 11/5/2018 14:00

Yup. We just have to be patient, there are traders, short sellers and the market.
Time and patience will deliver from this exceptional opportunity guys. With 12m shares In the kitty I feel as comfortable as is possible with that exposure. Got to ride it out.
The weak ones are selling for short term gain. Take a breath and look again near end Q2 early Q3. Ding ding!

[maverick247] 11/5/2018 13:44

Depends on timeframe ?

[coldspring] 11/5/2018 13:38

I am a logical person so quite frustrated by the share price at the moment. All the ducks are lined up but there must be better places to have money invested. I can't see where though.

[maverick247] 11/5/2018 12:41

Insane ay i guess it wont matter in a few months $29 bn of contained nickel/cobalt - would be £800m cap if Friedland involved lolLets see what happens when wider market wakes up as for me remains the strongest conviction investment in my PF

[twigs3] 11/5/2018 12:28

Price action is unreal, massive increase in resource and the price in now lower ! WTF is happening?

[maverick247] 11/5/2018 12:13

Yep so likely we could get news on that this side of FS Think some other FS news before the main event possible too

[craigieboy1] 11/5/2018 10:06

Looking forward to it Mav. In fact that's an understatement and I can't wait!
Retirement at 55 or work to 70+ rests on this baby!
Another thought I had is that HZM have consistently increased metal in the ground at each stage, hopefully the BFS will keep that pattern.

[twigs3] 11/5/2018 10:05

I got the impression that metal testing is already underway so like you said mav news on that should be soon.

[maverick247] 11/5/2018 10:00

If they hit the end Q2 early Q3 target then that could be just 11 weeks away and as you say could be a great FS if they also factor in V saproliteWould also be getting news on the battery metals testing soon too Not really much time for larger buyers to position Cracking year ahead

[craigieboy1] 11/5/2018 09:57

My personal opinion is that the A BFS will include a certain amount of potential product processing from V and hence the delay in its issue as it affects the size of A CAPEX and OPEX. When this is clarified and stated it's at this point I think the fireworks will start for realisation of market value. Time will tell.

[maverick247] 11/5/2018 08:06

What about the bit where offtake may come before or after FS ?Thats sounds pretty confident on the FS itself doesn't it

[ronconomics] 11/5/2018 07:58

In interview i noticed Jeremy said "demonstrate" rather than "test" the metals which struck me as a more confident tone.

He also reminded us that the search and purchase of V was at a 12 year cyclical price low.

Newer technologies will lead to significantly cheaper costs than previously modelled under Vale.