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Amur Minerals Share Chat (AMC)



Share Price: 5.575Bid: 5.26Ask: 5.89Change: 0.00 (0.00%)No Movement on Amur Minerals
Spread: 0.63Spread as %: 11.98%Open: 5.48High: 0.00Low: 0.00Yesterday’s Close: 5.575


Share Discussion for Amur Minerals


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SchachMeister123
Posts: 911
Off Topic
Opinion:No Opinion
Price:5.575
RE: Hey TrickyDickyHeads....
Sun 19:11
It's a Testament to the quality of Ramu's Nickel project that they have come through this vicious Nickel downturn and can now reap the rewards of the EV revolution.Mambare could be next on their list, Mambare could easily be larger and than Kun Manie,Clean Teqs & Horizonte's all put together.Its an absolute Monster at 160MT with 0.94% from only 3%, What does the other 97% hold ???? Regency are The next Sirius !!!!
 
Nolosstillsell
Posts: 5,224
Off Topic
Opinion:No Opinion
Price:5.575
RE: Hey TrickyDickyHeads....
Sun 19:05
I wish you would so is that it for a while?
SchachMeister123
Posts: 911
Off Topic
Opinion:No Opinion
Price:5.575
RE: Hey TrickyDickyHeads....
Sun 18:33
Go to FAQ August 2017 and see how much Nickel Amur Minerals say is in a Tesla S ....We shall let the share prices do the talking between Rgm and Amc.
TrickyDickyTwo
Posts: 3,443
Off Topic
Opinion:No Opinion
Price:5.575
RE: Hey TrickyDickyHeads....
Sun 18:23
Nickel content in EV batteries.

"For nickel-containing lithium-ion batteries, nickel content ranges between 0.3 and 0.7 g/Wh, which translates into 15 kg to 30 kg of pure nickel for a medium-size, fully electric car depending on the chemistry used (NMC111, NMC622, NMC811, or NCA)."

Page 10 McKinsey 2017

https://www.mckinsey.com/~/media/McKinsey/Industries/Metals%20and%20Mining/Our%20Insights/The%20future%20of%20nickel%20A%20class%20act/The%20future%20of%20nickel%20A%20class%20act.ashx

TDT
TrickyDickyTwo
Posts: 3,443
Off Topic
Opinion:No Opinion
Price:5.575
View Thread (3)
RE: Hey TrickyDickyHeads....
Sun 18:16
Decide for yourselves if Sauron's top pick, Regency Mine's Mambare nickel laterite project in PNG is any good or not. The only other nickel laterite project in PNG, Ramu, produces an intermediate nickel product which would require further refining to turn it into LME Class 1 refined nickel suitable for batteries. The cost would make it prohibitively expensive at current nickel prices.

https://www.dropbox.com/s/178eu6byc0cnmti/Nickel%20Projects%20Comparisons.xlsx?dl=0

TDT

Ramu, the nickel HPAL project in PNG cost $2.1B to build and has been plagued with every single problem possible since. There was fierce local opposition to its building and even more fierce opposition to it once it was commissioned. There is no guarantee that Ramu will continue to operate.

https://earthworks.org/stories/basamuk-bay/

http://actnowpng.org/sites/default/files/A%20brief%20history%20of%20the%20Ramu%20nickel%20mine.pdf

RGM does not have access to CleanTeq's proprietary processing route. Given the history at Ramu what chance another nickel mine and processing plant getting approval to set up in PNG?

RGM does not have any money. What next? I think we know the answer to that one.
SchachMeister123
Posts: 911
Off Topic
Opinion:No Opinion
Price:5.575
RE: Amur Minerals
Sun 18:08
Hey Bob, Booby & Gloomymore over on the rgm board are like 'The Old Gits' from Harry Enfield.2 Cantankerous Grumpy old duffers-a bit like TDT I suppose.
The big difference is they are only interested in Rgm's past - whilst I'm only interested in Rgm's future :)
SchachMeister123
Posts: 911
Off Topic
Opinion:No Opinion
Price:5.575
Hey TrickyDickyHeads....
Sun 17:59
I do apologise, I was indeed mistaken when I said there was around 200lbs of Nickel in an EV- it's actually 200kg (440lbs). And this info comes from the amc FAQ team......and I quote " Therefore the Nickel Content of this (Tesla S) is in the order of 200kg (440lb)"..it seems its a little bit more than the 20/30kg you posted today on the rgm board ..lol..But if your still in doubt- please feel free to take it up with the Amc management l.
BobTpt
Posts: 278
Off Topic
Opinion:No Opinion
Price:5.575
RE: Amur Minerals
Sun 17:34
How come people with longer term experience than Scachs have this to say about RGM ??

Zumore
I cannot disagree. In my opinion this £4.15 million Regency mines MCAP is way WAY overvalued for RGMs miserable asset/investments.

(1) It seems all of RGMs Stephen moscicki coal investments are now worthless. So those investments are now worth £0

(2) RGMs 50% stake in the abandoned Mambare nickel/cobalt asset. Mambare is surrounded by Jungle and has next to no infrastructure and RGM haven't bothered with it for almost 7 years. RGM haven't bothered with it, nobody is bothered with it. So that is also worth £0.

(3) RGM hold an approximate £175,000 in RRR shares.

(4) RGM hold an approximate £550,000 in the very illiquid Curzon energy. You would think if they ever attempted to sell those shares they'd drag the Curzon price right down. So they definitely wouldn't get £550,000 for them if they attempted to sell them.

(5) RGM recently invested £400,000 in car hire company "White car"

I believe that is everything!

For the life of me i can't work out how those miserable assets/investments can give RGM a £4.15 million MCAP. I suppose some may be able to give a good case for a £1 million MCAP but definitely not a £4.15 million MCAP. So in my opinion this Regency mines MCAP is hugely overvalued.

Sounds like you're desperate to get out actually Chessman !!
SchachMeister123
Posts: 911
Off Topic
Opinion:No Opinion
Price:5.575
RE: Amur Minerals
Sun 16:11
That's a very high risk strategy Noloss but it's clearly quite popular with a number of amc holders like Isaphan ect...Far too risky for me but Good Luck whatever strategy you employ.
DestituteBroker
Posts: 1,115
Off Topic
Opinion:No Opinion
Price:5.575
RE: Amur Minerals
Sun 15:44
Is the one to be in & remember, it's no loss till you sell.




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