Hi Spotty1, AI assisted me and happy to pass on the essential...

Hi Spotty1, AI assisted me and happy to pass on the essential info in my view.

Horizon Minerals (ASX: HRZ) added the Lake Johnston asset to its portfolio following a merger with Poseidon Nickel in late 2024. This strategic move brought in not just nickel resources but also key infrastructure, including the Lake Johnston site, which had historically been explored for both nickel and gold

With the Lake Johnston asset under Horizon’s wing, they're well positioned to benefit from both the energy transition and continued demand for gold. Nickel, of course, is a key component in lithium-ion batteries, and with EV markets showing no signs of slowing down, there’s real upside potential here.

What’s interesting is how Horizon is leveraging historical infrastructure while also ramping up fresh exploration—kind of the best of both worlds. Their gold strategy, meanwhile, remains strong with multiple high-grade projects like Boorara and Kalpini feeding into future production plans.

HRZ is taking a phased approach which allows Horizon to generate early cash flow while building toward full-scale, standalone production. It’s a smart play—leveraging toll treatment in the short term while investing in long-term infrastructure.

Horizon’s timeline is moving fast, and they’ve got the momentum to turn exploration success into solid production. If they hit that 100,000-ounce annual gold target by 2026, they'll step firmly into mid-tier territory, which could reshape their market positioning and draw in more institutional interest.

Trust this helps the forum, esp.