Horizonte Minerals Share Discussion Threads

[jailbird] 27/9/2018 09:10

Craig,

It worries me that you are only the larger buy all the time :-)

You have a shed load already...surely you can retire what what you have already bought

Greed is a sin :-)

[craigieboy1] 27/9/2018 08:53

Bought 500k more this morning, but literally cant buy anything more right now.
Sell 250k is at 3.58.

[jailbird] 27/9/2018 08:30

Hope Co progress Vermelho Ni-Co project quickly to DFS.

Expect external interest there too

[jailbird] 27/9/2018 06:25

Indonesia is being invested in by Chinese for battery Nickel using HPAL process
Vale also have a project there

hxxp://www.interaksyon.com/nickel-producers-eye-indonesia-plug-ev-battery-market/

[craigieboy1] 27/9/2018 04:49

I was browsing major miners to see what they are up to.

Profits and cash generation are in general currently very healthy. Glencore has just completed a GBP 1 Billion share buy back programme, and announced another new one for the same amount. They have a cash glut and cant find a better investment than their own shares. I imagine with their retained stake in HZM that they will have a strategic plan for the 2 assets as they develop. e.g sell, retain, increase %. I guess time will tell.

[hobs] 26/9/2018 20:32

Interesting point salmonn1. The Q1 2018 Operational update did mention that thermal coal was a key input to the RKEF process. I also noted from the Macguarie report that the outlook for lithium is poor - I have been following BCN for the last year but thankfully did not invest - the outlook for nickel appears to be the complete inverse to that for lithium so hopefully our shareprice will follow an inverse pattern too !

[salmonn1] 26/9/2018 18:47

Also interesting hobs is Macquarie's outlook on thermal coal, price falls for at the next two years and beyond forecast. It's tc prices that have pulled OPEX costs in the wrong direction over the last year so it would be good to see an improvement translating into better NPV and IRR figures nearer production.

[hobs] 26/9/2018 16:54

The price action is very frustrating but for anyone feeling concerned just read Macquaries latest outlook on commodities - my cash is remaining firmly on Nickel!

[mustbefunny] 25/9/2018 17:58

sounds a bit condescending smuggy need go put a stop to that.....

[smoggyg] 25/9/2018 12:37

WOOSTER421 Sep '18 - 11:43 - 2585 of 2597
0 0 0
can't buy anything online//////// A few errors in that post Wooster. You should always start a sentence with a capital letter and finish with a full stop. The accuracy of the post is questionable as well,I am sure that you could have bought something online. You may even have been able to buy HZM if you put an order in on a 'fill or kill',as long as it was at or under the NMS.

[craigieboy1] 22/9/2018 11:29

Thanks mate.

[craigieboy1] 22/9/2018 02:04

I can’t see that trade JB but hope your right. The trend since since April/May looks similar to when Griffiths was reducing. A good rally followed when it eventually cleared.

[jailbird] 21/9/2018 21:34

Trade this morning...wonder if is the last of the seller...because we moved up after that

10:07 911,874 @ 3.44p

[burtond1] 21/9/2018 20:59

https://twitter.com/tmsreach/status/1043167828059332608?s=21Which company would you like an independent write up and view on by a respected financial journalist? We will arrange for the most popular to be written up next week...and it may be Bullish or Bearish!! So do you vote for @AmerisurResourc @ReaboldPLC @UOGPLC or @HorizontePLC

[jailbird] 21/9/2018 16:22

I see Tesla has signed a supply agreement for Lithium with a Chinese Co Interesting that since US and China ongoing trade wars

[craigieboy1] 21/9/2018 12:56

Yup. That's what just happened. Buyers around today it seems.

[craigieboy1] 21/9/2018 12:44

Usually means limited supply at the offered price, when that stock is then bought the price will tick up.

[tektonik] 21/9/2018 12:33

Still can't get a quote on anything meaningful

[craigieboy1] 21/9/2018 11:57

Well said Cumnor, totally agree. Keeping their powder dry I reckon. It's a sign of confidence in the assets, their development and the market fundamentals imho.

[cumnor] 21/9/2018 11:52

Broken arrow-company right not to 'surrender' to the seller-they want out-so why talk up share price and give them a higher price if they have no commitment to the business. I am happier to see them suffer a loss and pick up their stock cheaply-some CEOs hold onto to good news if they are aware a persistent seller wants out.

[wooster4] 21/9/2018 11:43

can't buy anything online

[maverick247] 21/9/2018 11:38

Nickel just burst through $13k

[maverick247] 21/9/2018 10:43

Hope so but not concerned LT here fair value post FS if inline with PEA has to be around £150 cap or 15pish