Horizonte Minerals Share Discussion Threads

[soundbuy] 02/3/2021 10:08

Gillian Tett explains ESG's importance

hxxps://www.ft.com/video/eba8dff7-ae9e-47db-b054-c8ed52ad8e79

[excellance] 01/3/2021 13:03

BOOM!
🚀🚀🚀☀ᥧ9;☀️ 728;️

[excellance] 01/3/2021 13:02

Looking better now...

[flagon] 01/3/2021 12:09

Taken a few this morning ... look to add over time. ATB.

[soundbuy] 01/3/2021 12:06

Healthy demand all morning....

[blue square] 01/3/2021 11:01

looking reasonably solid hopefully the
slide is over.

[excellance] 01/3/2021 10:11

Why would the share price drop to 7.46/7.53 unless placees are selling at cost?

Maybe the placing is a defensive strategy to stop a potential acquirer of HZM to get enough shares to potentially launch a t/o?

17% of the shares are instantly in safe hands!

[stansmith3] 01/3/2021 08:39

good spotsubtle

[excellance] 01/3/2021 08:14

Like hedging, we'll employ michael to build Araguaia, but if it gets sold he can still build vermelho...

[excellance] 01/3/2021 07:55

Interesting

"Michael's primary responsibility will be overseeing the development of Horizonte's two 100% owned projects, the Araguaia ferro-nickel project ("Araguaia") and the Vermelho nickel-cobalt project ("Vermelho")."

[blue square] 01/3/2021 07:42

Nice to see HZM communicating, hopefully
this is the start of steady news flow

[craigieboy1] 01/3/2021 07:41

Good addition to the build out team, very relevant experience with the majors and 1st class credentials. Been there done it and got the t-shirt Nice one.

[craigieboy1] 28/2/2021 10:03

Great article JB. Horizonte is very well placed indeed.

[blue square] 28/2/2021 05:01

I think the debate needs to move on,
it's now about the terms of any finance
not future nickel demand which is a given.
Let's hope HZM directors care about
their options and don't sell existing
shareholders down the river.
Let's hope at least, 7.5p is now the floor
for any future dilution and it does not
follow that they have to raise at a
discount in future.

[backinblack80] 27/2/2021 22:33

Yep, a near perfect storm, as I said. Yet the BOD seem happy to give away a not insignificant percentage of the Company to unknowns for a paltry sum. They made such a big play that the Orion deal was worth circa 10p a share....well, that hasn't aged well! Has no value been added since then? Or, are these entities so beneficial that they can command such a discount?
This BOD needs to get a grip of their timescales.....

[jailbird] 27/2/2021 22:08

Posted on LSE as well , I know you are there CraigieVery bullish https://www.kitco.com/commentaries/2021-02-17/Nickel-graphite-to-benefit-from-explosive-growth-in-battery-storage-market.html

[stansmith3] 27/2/2021 12:25

craigiepeople are entitled to complain that they cant buy at 7.5 when the price was 9.5, buy now at 7.5 is no consolation..if any criticism is going to be met with sell up if you dont like it, then the board isnt going to amount to muchif your looking for sugar coated posts all the time where people say positive things, while they are actually selling, id direct you to the asylum

[bozzawozza] 27/2/2021 12:19

No, sell in profit, buy oilers who are flying at the moment, then come back and buy more shares than you had before at a lower price. Simples.

[craigieboy1] 27/2/2021 10:03

Yes, plenty of options around the HZM assets, personally I hope they all make it to production. But with the future demand for nickel they must be on the radar of majors. 2 of which are already major shareholders.
Let’s see how it plays out. I am not selling any of my holding meantime. Happy with the long game but fully expect a significant dilution of my 2% holding, it’s inevitable in order to get the finance completed.

[blue square] 27/2/2021 09:53

It would only make sense to sell the whole
holding company, not velmelho separately
which is registered in a Brazilian
subsidiary of the holding company

[craigieboy1] 27/2/2021 09:34

Yes blue square, we have assets that the big fish may want to buy, either in full or in part. Not familiar with tax rules in Brazil but trust the team at HZM do.
Don’t forget to factor COVID-19 etc into your thinking around delays. Like I say if people are not happy they can sell up and move on. And there has been lots of selling.
I am a bit fed up of the whinging around the placing.
It’s really a case of trust the team to deliver best value or not. People are complaining about not being able to buy at 7.5, well now you can.

[blue square] 27/2/2021 08:32

You agree with comments like we could
sell vermelho really, have you thought
of the tax implications, have you studied Brazilian tax law.
People are entitled to feel agrieved
Having been fed false information
since last may, financing was supposed to complete end Q3 start Q4 2020
according to JM in his may presentation
he knew that was not going to happen.
It may well turn out alright in the
end, but no more sell up if you don't
like it comments thank you.

[craigieboy1] 27/2/2021 07:35

Agreed, it’s a marathon not a sprint, the win comes at the end not in the last quarter.
We are well placed, well funded, have sought after assets and increasing demand for Nickel.
Just got to wait and trust in the team. If you don’t like it, sell and move on.

[cockneytrader] 27/2/2021 01:46

There has been too much negative comment. HZM have many potential options with reference to funding project. I would like to see more leverage with regards to Vermelho - there are many possibilities including selling this particular asset. It just takes a bit of imagination!

My advice is stay calm and rational.