Horizonte Minerals Share Discussion Threads

[jailbird] 17/5/2018 14:17

Lol TwigIf my other holdings come inI will add here again upto 5pResults on two next week so hopefully can slice at at a profit to add here Would like another 500kBut all it depends as above on how I can get

[highly geared] 17/5/2018 14:17

Is dealing in HZM subject to stamp duty?

[twigs3] 17/5/2018 13:58

Don’t tell me JB last lot! Your be up to that 12mil soon ;-)

[jailbird] 17/5/2018 13:39

3v3No change

[nowenterprise] 17/5/2018 13:21

L2 has shown bid/ask at 4.3/4.56 for the past couple of days, actual trades are generally landing at 4.33 ish and 4.4 ish today so far

[craigieboy1] 17/5/2018 12:54

Yeah, confirmed that jailbird 750k offering 4.3
it's hard to fathom, but indicates at least oMM is keen for stock I guess.
Anyone seeing level 2?

[jailbird] 17/5/2018 12:14

Well my target of 4.3-4.4p is hereSince such large volumes bid at 4.3p , picked up another 48k...no cash funds left now

[jailbird] 17/5/2018 11:12

Dummy sell 750k at 4.3pCan buy at 4.4p as well

[craigieboy1] 17/5/2018 10:23

Thanks for all the recent updates on the AGM guys,it's appreciated. Comforting to know the long term game is fully intact, just the short term price trend that as a mis fit to the news flow that remains the enigma.
Returning to the mystery seller and lack of an RNS, is it possible that we have borrowed stock being used to short sell in the short term? I am not aware of the rules of such trading but just thinking out loud really. Tactically such an approach could be used to limit the value of a company in the short term, perhaps pre BFS??

[maverick247] 17/5/2018 10:12

Nickel having a stormer again

[maverick247] 17/5/2018 08:59

Some really good chat on here and thanks to those who have updated on GM Ive met Jeremy a few times now and hear the sane things This company will Rerate hard and all the catalysts are in front of usPersonally agree on take out - i cant see a more likely candidate on AIM other than ARS or possibly now ARCMConviction investment for me here

[coldspring] 17/5/2018 08:34

To be fair if they offer me a quid per share then I would sell and retire! Dreaming I know

[charles clore] 17/5/2018 08:31

Sold? The company will be ripped from the grasp of shareholders. Stolen would be a more appropriate term imho.

[jailbird] 17/5/2018 08:25

Dividend talk ... missed that somewhere At least 4 years before any dividends will be paid Anyhow many think it will be sold well before then

[strow] 17/5/2018 08:16

Very interesting re all this dividend talkShare options do not pay out dividends do they .....

[steeplejack] 17/5/2018 07:25

The Chinese are rolling out charging points at a rate of knots making the UK efforts look pedestrian by comparison.If lithium related stocks like SQM,Albemarle and smaller AIM based stocks like BCN are anything to go by,investors are pretty much on top of the transformative impact of the EV boom.Most lithium stock producers are well off highs seen towards the end of last year.Its a nice bonus for HZM to be able to stress the cobalt factor but investors have been scouring the world for EV related stocks for yonks.There are multiplicity of factors effecting HZM.Currently the whole of SAmerica and Africa are labouring under the suspicion that higher US rates will compromise growth as evidenced by the retreat in the emerging market indices.Personally,I think that HZM are unequivocally cheap but I've thought that for quite awhile.

[salmonn1] 17/5/2018 01:22

I've just watched an episode of the fullychargedshow on youtube. A "chargemaster" rep' in Milton Keynes has some interesting stats (if true). They currently have 14k public charging points in the UK and predict that in five years, in 2022, this will have risen to 100k points with around 1million to 1.4million plug-in vehicles on UK roads. Currently there are 155k electric cars and vans on the UK roads (nextgreencar). So up to 10x increase in five years. I like these kind of sources of stats, they are not trying to big up nickel (charging points of course) but it's at least independent of the mining sector and to my mind encouraging. There are currently 38million cars and vans on the road which would very roughly mean an EV penetration of 3.7% by 2022.

[nowenterprise] 16/5/2018 23:23

Nice find Twigs. With stainless steel currently at about 70% of nickel demand and still growing, this EV revolution will really increase demand significantly from a base of 4% now to perhaps 30% + by 2025. That is some serious demand growth, and HZM will be perfectly positioned to supply this market.

I am extremely interested to see what offtake scenarios develop in due course. I can't help thinking of the advent of multiple Gigafactories in this regard. We'll see.

Anyway, HZM is going to fly imo.

[twigs3] 16/5/2018 21:47

FORECAST: EV nickel demand to surge tenfold by 2025, Vale says

[raymund] 16/5/2018 18:03

salmonn1, yes count me in too; your point about the total equity held on this board is well made and collectively would probably put us in the list of key shareholders.

[salmonn1] 16/5/2018 13:46

Great if you could do a meeting uapatel, I'd say we need a min of around five to make it worthwhile. Let's see what happens in Q3.

[uapatel] 16/5/2018 12:16

Raymund,

Thanks for posting those points. Good to hear that JM feels well north of 20p for a bid and really isn't considering any deals short term. I concur that we need to get some more detail on Vermelho into the base share price Hopefully then a very much higher share price, especially if we get a Nickel price rise in to the latter part of the year.

Salmonn,

Would be very interested in that meeting with JM later in the year, especially when we have decent news on Vermelho. (Barring a take out bid that is).

Good luck all holders

[strow] 16/5/2018 11:47

salmonn1-yes possibly-home considerations at present

[salmonn1] 16/5/2018 10:43

Further on the above, we really should consider again, meeting and taking up JM's offer to speak to us. Later in the year when there is more news on say Vermelho/FS?