Horizonte Minerals Share Discussion Threads

[jailbird] 30/3/2021 16:21

Yes very worrying in a good way for the bulls Cannot believe TW is still allowed to spout nonsense on stocks

[craigieboy1] 30/3/2021 09:36

Link to the hot stock rockets article, short but very positive.

[excellance] 28/3/2021 18:13

Let's hope Jezza doesn't disappoint us again with more delays.

I have faith in Jezza.

[excellance] 28/3/2021 18:12

Offtake news this week?

[jailbird] 25/3/2021 14:50

Good find Sb

[soundbuy] 25/3/2021 14:32

Horizonte Minerals is already a long way down the road towards becoming one of the world’s top twenty nickel producers

hxxps://www.proactiveinvestors.co.uk/companies/news/944937/horizonte-minerals-is-already-a-long-way-down-the-road-towards-becoming-one-of-the-worlds-top-twenty-nickel-producers-944937.html

[craigieboy1] 25/3/2021 10:53

Strange trading these last few weeks. Breakout due I reckon.

[excellance] 25/3/2021 10:53

All buys today.
Looking better.

[jailbird] 25/3/2021 10:06

Tick up 2 v 1Spread 7.37 / 7.38p

[dcarn] 24/3/2021 19:05

Hope its delayed, looking to do a bed and ISA on the 6th.

[excellance] 24/3/2021 18:49

Leaving it til the last minute for the offtake agreement, or will it be delayed?

[soundbuy] 23/3/2021 16:27

Positioning ahead of (possible) offtake news....???

[jailbird] 23/3/2021 16:01

MMs taking decent sizes at above mid price and higher at bid Been a large trade 2m+ yesterday , wonder if buy orders are being filled , explaining the move ups yesterday

[excellance] 23/3/2021 13:17

Nickel prices, which have been on a roller coaster ride due to geopolitical issues, are beginning to firm up again.

[salmonn1] 22/3/2021 19:23

LLB, good point after phase two the team could just move on to V and two lines there would give the company its 50k tonne per year capacity. Plenty of options here.

[laurence llewelyn binliner] 22/3/2021 18:43

After building an RKEF plant, staff training, team building, commissioning, running and fine tuning the Araguaia phase 1, then plant optimisation strategy by phase 2 rollout, there are huge advantages for a repeat of the same at Vermelho, initially the discounts for a repeat order of the same plant will be worth saving, then there is the operational team crossover with directly transferable skills to run it flat out from the get go..

HPAL is an unknown on costs, cost over runs, and efficiencies and that is before knowing if battery tech shifts focus along the way by the time it is operational, far better IMO to stick to what you have learnt and learnt lessons from and run with another RKEF / SS ferro nickel plant...?

[salmonn1] 22/3/2021 16:01

Swan, HPAL market cap ballpark one billion minus 400k of roads, rail, power lines, concrete bases, hydro etc. Limonite is set aside anyway with RKEF. I'm not sure matte from npi changes much I think we will only know in time if the market accepts the esg costs. Local ore grade and magnesium content also come into it. If HPAL capacity from Indonesia is now off the table does that help HZM?

[swanvesta] 22/3/2021 14:37

Salmonn1, yes, the problem is what to do with the limonite, which lies on top. I don't know what justification HZM have for $600m HPAL, in terms of previous construction experience. Do you? Seems important given the general scepticism. The ballgame has changed anyway, with the chinese conversion plan, so I was wondering if that opens up better alternatives. Are we just another study away from a minor rerating, in other words?

[excellance] 22/3/2021 14:28

Synergies makes developing V for the stainless steel market makes sense if both mines are still owned by little HZM.

However, if HZM gets taken over then a big bucks major can easily develop both mines separately with no cash limitations.

I expect HZM to be taken over, to add our assets to the portfolio of a major for market share.

[excellance] 22/3/2021 13:40

Bouncing now, but will we clear 7.5p, the recent placing price?

[salmonn1] 22/3/2021 13:23

Tsingshan have a number of problems in Indonesia. The power is from coal, there is not a trained experienced workforce available and their waste opex relies on dumping the toxic tailings in the sea. HZM/Brazil have none of these. Still an unknown in my view, but the company say that the latest iteration of HPAL technology combined with an experienced partner and existing infrastructure make a 600k dollar project feasible. What is certain is V has world class saprolite grades suitable for RKEF processing.

[jailbird] 22/3/2021 13:06

Tick up My chart musings are saying we are about to go higher L2 musings Cantors moved up to the bid I think CANA is actually still selling stock as it is on sitting in lowest bid price 6.5/7.5p. PEEL is on 7.4p Once CANA moves up , I think we will move higher