If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
brookieboy69
Quite possibly although JIM took up part of the last placing which, as far as I’m aware, didn’t go to PIs.
TDT
JIM Noms will still just be PIs topping up or investing for the first time, so not very exciting in my view. I have an account with them myself (via Sharedeal active) so I will have shares under JIM Noms (although not AMC).
Sit tight until Q3.
Stu_1978
Euroclear dropped off the list and ended up in the "others" total because they went below 3%. JIM and their shares came out of the "others" total because they went above 3%. It's perfectly possible that both of these events are independent of each other and the actions of two different parties.
JIM Nominees has been a named party before. They first appeared as a 3%+ holder back in October 2020 after the Nathan River Resources fund raise slowly selling down from that point over several months until they went below 3% on March 2021. JIM Nominees seems to have continued to sell once below 3% but it looks to me to have retained a portion of the shares issued at the fund raise. Whether the current JIM total is a combination of these legacy shares, plus Euroclear, plus shares bought in the open market or some other combination is impossible to tell for sure.
I think JIM and Euroclear hold shares for two separate entities.
TDT
https://ibb.co/YT3Qv3k YTD
Seems like last month the Euroclear was removed and added to others now removed from others this month and added to Jim.
Supposedly, Germany is considering nationalizing the German units of Russian oil and gas giants -Rosneft and Gazprom.
What hope for us should this happen?
GLA - Looks like we are going to need it.
"The selling from the others accounts to nominee accounts seems to support it."
I'm not seeing that. It looked to me like somebody was accumulating several months ago and I posted as much on this BB then out of the blue up popped Euroclear in December. Prior to it seeming as though somebody was accumulating the "Others" total back in July stood at 257,643,225. Today that figure is largely unchanged at 261,692,323. The accumulation that appears to be taking place looks to me like its a shifting of shares from the usual PI nominee accounts to the likes of Euroclear and JIM Nominees.
I could be wrong but that's how I see it.
TDT
Quite possibly Rover
2+2=5
The recent coverage of sviblov looking to buy Kinross seems to me that the deal here is off. The selling from the others accounts to nominee accounts seems to support it
Lucando
How do you arrive at that conclusion?
TDT
So the party we thought were acquiring have now sold out to pi's.
If so, that seems to stack up with Sviblov going for Kinross and withdrawing his interest in AMC
Updated 01/04/2022
JIM Nominees has re-appeared as a +3% holder after a long absence (41,672,093 on 03/03/2021 which was just over the reportable level mark at 3.01%). If you accept/assume that they've remained under the reporting threshold since that date then it means they acquired 1.31%+ of the company in the past several weeks or a minimum of 18,374,683 shares. It could be an awful lot more since we don't know how far they went below the 3% reporting threshold.
As for the other nominee accounts some have gone up some have gone down the risers and fallers more or less balancing which begs the question "where did JIM Nominee's 18m+ come from". The only place they can come from without registering elsewhere is the "Others" total. The "Others" total has gone down by the 60,046,776 shares now in the JIM Nominee account.
There's no guarantee that all the shares in the JIM Nominee account are held by one entity but if I were to hazard a guess I'd say they are.
TDT
Geng
I'm not so sure about that.
https://www.greencarreports.com/news/1127660_battery-electric-or-hydrogen-fuel-cell-vw-lays-out-why-one-is-the-winner
TDT
TDT, Interesting but I think longer term the bigger threat will come from Hydrogen Fuel Cells, much cleaner over all.
Wonder when they will update the Shareholders - have been very quick in previous months - and if 'Other' will be higher than 23.12%
Food for thought.
https://cleantechnica.com/2022/03/31/lfp-battery-news-is-the-end-of-nickel-in-sight/
TDT
Shadowless - sorry! I forgot to add
“We are pleased to report a significant find which we hope to update shareholders on in due course. We also update on the issue of 30T ordinary shares at a nominal value of 0.2p”
DJ
haha very good,
2025!!! As long as the company is still in existence, all be it, with trillions of shares in issue, there is a glimmer of hope!! How do the new assert findings affect the PFS?? Redlee/Garf anyone ;)
Shadowless - if Robin found a herd of woolly mammoths who had survived the last Aeon in a remote part of Kun Manie ice skating while offering humanity the lost secrets of Atlantis and tablets left by aliens spelling out the meaning of life, we would probably get an RNS in 2025 about a “significant find that we hope to update you on further in the coming months” and then we’d never hear another word.
Some paying Premium here to grab these at 2.10 and 2.20 recently
Breaking News....
Russian gas continues to flow to Europe.
Kinross offloading their Arctic Russia mine.
Besides Sviblov only bid £100m not £1 billion for Kun Manie. So he can buy both mines. £100m is small change to these guys.
https://www.reuters.com/article/ukraine-crisis-kinross-idUSKCN2LR2C5
... or as well as Amur
I see Sbiblov, who was mentioned in the Times article as being the person to buy AMC, is now looking to buy Kinross gold. I wonder does that put an end to his interest in AMC?
Don't want to be seen deramping here, but there is still no concrete evidence that there are two bidders. The way I read things is that the Express article is speculating on whom the bidder is that made the initial £100m offer.
If there was another bidder should we expect AMC to RNS this? Although there was little price movement If negotiations are at an advanced stage would it be prudent of AMC to suspend the shares?