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Theres an email from LSE i have been getting, dont know how, I dont remember signing up for anything.
It lists the top winners, losers, company with most posts and most recommended users.
Good luck with your prize ;););)
Well done btw GFD and tilly, you're both on there :)
GFD on recommended posters again on the email from LSE.
Aubrey is not.
Kinda tells you something....
On thursdays recommended
Yeh but rickstar you filter anyone that something unfavourable to say. You’re actually becoming delusional.
Me too, Rickster. He was my 50th entrant out of 66 (so far).
I don’t know why you bother GFD. Don’t suffer fools. Straight in the green bin.
GfD
‘ My credentials speak for themselves‘
No they don’t. What ‘credentials’?
The floor is yours sir... please elaborate on what these credentials’ are?
Are you Walty Mitty?
Or do you wish you were Walty Mitty??
Lol
Gfd
The strawman.
You are full time on here acting like a dictator.
Why?
Full time.
Patrolling.
Why?
Bullying dealer today, a long time investor
Why?
Guarding
Arguing
Why?
Belittling
Why?
All day
Everyday
Mon- sun...
Something very fishy about you.
Yes my comment earlier. I am not aware of a covert bidding war having carried on for 2 yrs at a listed company, certainly not of any significance or value. Care to name any you are aware of??
No, exactly.
That is not to say that I do not think assets will not be sold, they very likely will be. Just not at the values mentioned on here.
Good luck with your investment, if you do in fact have one here.
*Aubery
*term
Aubrey
Cost and time.
Doesn't change what I'm saying, particularly when those numbers are conservative. Virtually every business is bought with a view to further invest, develop, improve revenue, reduce cost...otherwise why invest?
I've already said more than once (as have others) that we believe the proving up is what we're waiting on.
Infrastructure.
These threads are literally littered with references to Infrastructure already in place around MT+Flanks, being developed or planned.
Even with the costs to get there, given the AISC numbers, the conservative calcs and increasing demand/basket price, I believe the EBITDA of c£2bn medium turn is low end.
I suspect we'll have to agree to disagree. I'm fine with that, I make my own choices based on my own research.
Mooch
Cost and time to prove those assets ?
Cost and time to build infrastructure for that £2B ebitda?
Kop
Point is, we are not selling assets that ARE producing millions but selling assets that WILL be producing billions!
How much would you pay for an EBITDA of c£2bn?
Agree entirely GFD; we may well end up baby-sitters due to our fine historical relationship with the powers that be.
“The Eurasia Pension”.
DLA
Love to all.
Trift x
Our RNS of 12 May 2021 stated the Company had received a proposal for the potential acquisition of substantially all of the Company's assets, and that the transaction would make the Company subject to AIM rule 15 (any disposal which exceeds 75% in any of the class tests is deemed to be a disposal resulting in a "fundamental change of business"). The Company has provided as much detail as permitted by the AIM Rules regarding this proposal and looks forward to providing more detail when appropriate and permitted by the AIM Rules. Proceeding under the remit of AIM Rule 15 would require a shareholder circular to be published and a general meeting of shareholders held to approve any transaction.
MT will be sold!
IMO
Thats all very well but I didn't invest to reap rewards from mining in 2023, I wanted us to be bought out, last year preferably but this year will do !
It's going to be big, that's all we need to know to be honest. Most know it will be bigger than any conservative analysis given, that's just the nature of the beast.
Dmitry appears to have plenty of time on his hands now, retweet galore again today.
There can't be much left to do on the deal front at this stage, we're a long long way into proceedings now, the very last M&A stages of it all.
GLA
Report forecast also says it assumes MT flanks in production in 2023 and MT towards the end of 2023. Shows £200M creditors on the BS at 2023 which I’d assume is the EPC for MT funding the production facility? If so we’d need to be hearing about EPC activation and works on the production facility rapidly for the 2023 figures to be achievable (less than 2 years to be production ready at the flanks and a little longer at MT according to when ACF thinks we’ll be producing there). I know these are all ACF assumptions but gives us an idea of the value of mining ourselves and timescales, plus dangles the carrot of what the preferred proposal could yield if another party wanted to partner with us.
Eurasia Mining valuation catalysts
Sale of Monchetundra mine;
Development of Monchetundra flanks licence;
Why not just sale of all?!
If just general value catalysts why isn’t the development of MT mine in there?
Maybe nothing, maybe badly written.
I think the updated ACF report merits an RNS from Eurasia.
Just a gentle reminder to the market regarding our current and unjustified low valuation.
GLA Sharegar.
Little R, I bagged another 14,885 myself today as well.. just keep on adding at these prices.
PP it matters not one wit. I've managed to bag another 7500 of these lovely tickets today due to current shenanigans. I am very happy with my holding, while not as many as some on here I am VERY confident this is going to be life changing for me.
GLA Have a great evening
There's also no account for the Rhodium, many things make their reports very conservative -
"Our valuation approach
excludes rhodium production
from all projects bar WK"
GLA
But it seems however great news we have the SP still does nothing.