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Amur Minerals Share Chat (AMC)



Share Price: 4.90Bid: 4.52Ask: 4.80Change: 0.32 (+6.99%)Riser - Amur Minerals
Spread: 0.28Spread as %: 6.19%Open: 4.79High: 4.90Low: 4.79Yesterday’s Close: 4.58


Share Discussion for Amur Minerals


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JulianM
Posts: 27
Off Topic
Opinion:No Opinion
Price:4.90
RE: Tranche 3
Today 13:23
TDT we are indeed largely in agreement and I fully accept that the Crede deal may have been the best available at the time ,although Credes subsequent behaviour probably came as a surpriseThe point that I was making is that having alluded to the likely availability of other finance the BOD are going to annoy many shareholders if we continue with Crede unless perhaps a convincing explanation is given I confess that I do find the situation fascinating and part of me would love to be on the board of directors and involved in any negotiations.
 
sandyr1
Posts: 50
Off Topic
Opinion:No Opinion
Price:4.90
RE: Tranche 3
Today 13:12
Hi tdt

If we're to take RY at his word, then at the recent conference he himself was very unimpressed with credes approach to "investing" in Amur .
So if the ceo is apparently ****ed off, then as the ones invested here we have the same right

If due diligence was not done and all eventualities considered then I'm afraid any ceo is due for a hard time

In short if the ceo feels the deal is not what he wanted, I can't understand why you'd think its more acceptable than him

It's done, we are in it, no point whinging etc I understand
But making it out to be not too bad is a bit of a chafe I'm afraid
TrickyDickyTwo
Posts: 404
Off Topic
Opinion:No Opinion
Price:4.90
RE: Tranche 3
Today 12:52
JulianM

I'm with you most of the way but a couple of things to keep in mind. The cyclical nature of this business, as you allude to, has never gone through a cycle as pump up or as prolonged as the one just finished. We cannot therefore predict with any degree of certainty how long or how severe the downside is going to be. And, we (PIs) are not tasked with finding funding for the project so we don't know how difficult that is. It's easy being an arm chair CEO its not so easy being the real thing.

I doubt if any PI likes the Crede deal but in the absence of knowing for certain that a better deal was available at the time I think that suggesting considerable hostility towards the BOD is warranted a little unfair.

TDT
TrickyDickyTwo
Posts: 404
Off Topic
Opinion:No Opinion
Price:4.90
RE: Tranche 3
Today 12:51
JulianM

I'm with you most of the way but a couple of things to keep in mind. The cyclical nature of this business, as you allude to, has never gone through a cycle as pump up or as prolonged as the one just finished. We cannot therefore predict with any degree of certainty how long or how severe the downside is going to be. And, we (PIs) are not tasked with finding funding for the project so we don't know how difficult that is. It's easy being an arm chair CEO its not so easy being the real thing.

I doubt if any PI likes the Crede deal but in the absence of knowing for certain that a better deal was available at the time I think that suggesting considerable hostility towards the BOD is warranted a little unfair.

TDT
RandyRangard
Posts: 8,046
Off Topic
Opinion:No Opinion
Price:4.90
Tricky
Today 12:46
Lol

Perhaps the owner of that property could be so kind as to remortgage it instead of diluting the shareholder!!
TrickyDickyTwo
Posts: 404
Off Topic
Opinion:No Opinion
Price:4.90
RE: Waiting
Today 12:41
The HNR train eh! Is this the same HNR that has only £1m in the bank, no income, a fierce cash burn, a shgare price that's already gone up from 15p to 74pin the last 5 weeks, has almost 34m shares in issue giving it a MC close to £30m, registered at this location:-

https://www.dropbox.com/s/ca9u1rqzirsqt29/9%20Limes%20Road%2C%20Beckenham%2C%20Kent%2C%20BR3%206NS.png?dl=0

a mews property in Beckenham, Kent. Is this the same HNR?

Exactly what is it they do Wolfy84?

TDT
JulianM
Posts: 27
Off Topic
Opinion:No Opinion
Price:4.90
RE: Tranche 3
Today 12:18
True about the nickel price at present but it is cyclical.As to Crede yes we have them as a type of insurance that funds are available but I would be surprised if i do not speak for many others when stating that I do not want further exposure to Credes self serving tactics hence the perhaps presumptious use of the term "we"
Wolfy84
Posts: 44
Off Topic
Opinion:No Opinion
Price:4.90
Waiting
Today 11:40
Sold my shares to get on the HNR train which is flying up then will get my money back in these as can't see them shifting much for a while
TrickyDickyTwo
Posts: 404
Off Topic
Opinion:No Opinion
Price:4.80
RE: Tranche 3
Today 09:57
Oooops. That should have been:-

Is that the royal 'we'.

Fat finger syndrome this morning.

TDT
TrickyDickyTwo
Posts: 404
Off Topic
Opinion:No Opinion
Price:4.80
View Thread (2)
RE: Tranche 3
Today 09:37
JulianM

Is the the royal 'we'.

The nickel spot price hit $3.7633/lb. this week. Forecasts for long term nickel prices have been cut significantly by most of the major producers. We are in a sector looking for a metal that is as out of fashion as flared trousers were in the 80's. Reality check!!!!!!

As much as I'd like to see Crede replaced by somebody else and on more favourable terms I'm just glad we have access to their money if we want it. We have finance to see us through the DFS. The DFS is the game changer.

If Crede 3 does go ahead I'll feel disappointed not hostile.

TDT




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