Member Info for B_Positive

Metals prices going crazy right now

It's amazing EUA has these assets

Highlights:

· West Kytlim is the world's largest soft-rock PGM mine with associated gold.

· It is the largest in terms of reserves and resources as well as the largest in terms of production volumes since 2022, when the mine was put into industrial-scale production.

· West Kytlim operations consist of 12 mining assets, five of which have been successfully launched into commercial production.

· High precious metals grade in the concentrate produced at the mine is above 80%.

· It is the lowest cost PGM operation on the global scale with All-In Sustaining Cost (AISC) targeting the range of $300-400 per troy oz.

Highlights of key factors for low cost:

· Open-pit mining does not require drilling or blasting operations, which typically account for 1/3 of the total cost. This absence of the need to drill and blast means that West Kytlim's cost is 1.5x lower with all the other factors being equal.

· Stripping ratio is as low as 3x on average.

· Transition of production to electricity has been completed: power lines and substations, electric dragline and enrichment plants shift from diesel generators to electricity.

· Recruitment of employees in single-industry towns without the need to pay 'northern' and 'polar' bonuses due to favourable geographical location in the Urals.

· Optimisation of logistics and reduction of transportation distances.

· Significant capacity increase in 2025 with economies of scale driving the per unit cost lower.

Highlights of capacity increases in 2025:

· To execute on our Russian-exit strategy, the licences must be maintained in good standing, and the West Kytlim licence agreement requires a significant increase in volumes.

· A professional team with backgrounds in Rusal, Norilsk Nickel, UMMC (UGMK) and other large companies was engaged to execute on the increase and subsequent exit.

· As required by the licence agreement, six wholly-owned enrichment plants have been successfully launched to full commercial scale production, i.e. 2x the previously installed enrichment capacity and 6x the average enrichment capacity utilised over the past two years.

Eurasia Mining plc

NKT Update

Eurasia Mining PLC ("Eurasia" or the "Company"), the iridium, osmium, palladium, platinum, rhodium, ruthenium and gold mining company is pleased to announce a licence extension and update on NKT. NKT is a restart of a formerly producing mine adjacent to Eurasia's Monchetundra mine development.

Recap:

· NKT is Tier-1 scale mine (that used to be in production) that contains 305Kt of Nickel, 143Kt of Copper, 57 tons of platinum group metals ("PGM") and Gold as confirmed in the Competent Person Report (the "CPR") by Wardell Armstrong International ("WAI") in 2021.

· Tier-1 scale means a large-scale, long-life, and low-cost mine that is considered a cornerstone (company making) asset for a mining compan

Eurasia’s entire Russian portfolio across all its assets is estimated at:

Copper: 292 ,714 t (reserves), 1.8 Mt (resources)

Nickel: 388,485 t reserves, 1.9 Mt resources

Cobalt: 13,947 t reserves, 114,925 t resources

Palladium: 148 t reserves, 1,080 t resources

Gold: 8 t reserves, 76 t resources

Platinum: 46 t reserves, 276 t resources

Silver: 68 t reserves, 394 t resources

resource figures into approximate USD value using current prices:

Metal Resources (tonnes) Spot Price Approx. Value (USD)

Palladium 1,080 t × 32,150 oz/t = ~34.7M oz ~$1,093/oz ~$38 billion

Platinum 276 t × 32,150 = ~8.9M oz ~$1,342/oz ~$12 billion

Gold 76 t × 32,150 = ~2.44M oz ~$3,395/oz ~$8.3 billion

Cobalt 114,925 t × $33,360/t ~$3.8 billion

Nickel 1,900,000 t × $15,130/t ~$28.7 billion

Silver 394 t × 32,150 = ~12.7M oz ~$38.60/oz ~$490 million

Copper 1,800,000 t × Copper ~$10,000/t (approx) estimation ~$18 billion

Important caveats:

These figures reflect gross in-situ resource value

MrYFronts

Highlights:

· West Kytlim is the world's largest soft-rock PGM mine with associated gold.

· It is the largest in terms of reserves and resources as well as the largest in terms of production volumes since 2022, when the mine was put into industrial-scale production.

· West Kytlim operations consist of 12 mining assets, five of which have been successfully launched into commercial production.

· High precious metals grade in the concentrate produced at the mine is above 80%.

· It is the lowest cost PGM operation on the global scale with All-In Sustaining Cost (AISC) targeting the range of $300-400 per troy oz.

Highlights of key factors for low cost:

· Open-pit mining does not require drilling or blasting operations, which typically account for 1/3 of the total cost. This absence of the need to drill and blast means that West Kytlim's cost is 1.5x lower with all the other factors being equal.

· Stripping ratio is as low as 3x on average.

· Transition of production to electricity has been completed: power lines and substations, electric dragline and enrichment plants shift from diesel generators to electricity.

· Recruitment of employees in single-industry towns without the need to pay 'northern' and 'polar' bonuses due to favourable geographical location in the Urals.

· Optimisation of logistics and reduction of transportation distances.

· Significant capacity increase in 2025 with economies of scale driving the per unit cost lower.

Highlights of capacity increases in 2025:

· To execute on our Russian-exit strategy, the licences must be maintained in good standing, and the West Kytlim licence agreement requires a significant increase in volumes.

· A professional team with backgrounds in Rusal, Norilsk Nickel, UMMC (UGMK) and other large companies was engaged to execute on the increase and subsequent exit.

· As required by the licence agreement, six wholly-owned enrichment plants have been successfully launched to full commercial scale production, i.e. 2x the previously installed enrichment capacity and 6x the average enrichment capacity utilised over the past two years.

Eurasia Mining plc

NKT Update

Eurasia Mining PLC ("Eurasia" or the "Company"), the iridium, osmium, palladium, platinum, rhodium, ruthenium and gold mining company is pleased to announce a licence extension and update on NKT. NKT is a restart of a formerly producing mine adjacent to Eurasia's Monchetundra mine development.

Recap:

· NKT is Tier-1 scale mine (that used to be in production) that contains 305Kt of Nickel, 143Kt of Copper, 57 tons of platinum group metals ("PGM") and Gold as confirmed in the Competent Person Report (the "CPR") by Wardell Armstrong International ("WAI") in 2021.

· Tier-1 scale means a large-scale, long-life, and low-cost mine that is considered a cornerstone (company making) asset for a mining company.

· Tier-1 requires high net present value ("NPV") and high

Highlights:

· West Kytlim is the world's largest soft-rock PGM mine with associated gold.

· It is the largest in terms of reserves and resources as well as the largest in terms of production volumes since 2022, when the mine was put into industrial-scale production.

· West Kytlim operations consist of 12 mining assets, five of which have been successfully launched into commercial production.

· High precious metals grade in the concentrate produced at the mine is above 80%.

· It is the lowest cost PGM operation on the global scale with All-In Sustaining Cost (AISC) targeting the range of $300-400 per troy oz.

Highlights of key factors for low cost:

· Open-pit mining does not require drilling or blasting operations, which typically account for 1/3 of the total cost. This absence of the need to drill and blast means that West Kytlim's cost is 1.5x lower with all the other factors being equal.

· Stripping ratio is as low as 3x on average.

· Transition of production to electricity has been completed: power lines and substations, electric dragline and enrichment plants shift from diesel generators to electricity.

· Recruitment of employees in single-industry towns without the need to pay 'northern' and 'polar' bonuses due to favourable geographical location in the Urals.

· Optimisation of logistics and reduction of transportation distances.

· Significant capacity increase in 2025 with economies of scale driving the per unit cost lower.

Highlights of capacity increases in 2025:

· To execute on our Russian-exit strategy, the licences must be maintained in good standing, and the West Kytlim licence agreement requires a significant increase in volumes.

· A professional team with backgrounds in Rusal, Norilsk Nickel, UMMC (UGMK) and other large companies was engaged to execute on the increase and subsequent exit.

· As required by the licence agreement, six wholly-owned enrichment plants have been successfully launched to full commercial scale production, i.e. 2x the previously installed enrichment capacity and 6x the average enrichment capacity utilised over the past two years.

Eurasia Mining plc

NKT Update

Eurasia Mining PLC ("Eurasia" or the "Company"), the iridium, osmium, palladium, platinum, rhodium, ruthenium and gold mining company is pleased to announce a licence extension and update on NKT. NKT is a restart of a formerly producing mine adjacent to Eurasia's Monchetundra mine development.

Recap:

· NKT is Tier-1 scale mine (that used to be in production) that contains 305Kt of Nickel, 143Kt of Copper, 57 tons of platinum group metals ("PGM") and Gold as confirmed in the Competent Person Report (the "CPR") by Wardell Armstrong International ("WAI") in 2021.

· Tier-1 scale means a large-scale, long-life, and low-cost mine that is considered a cornerstone (company making) asset for a mining company.

· Tier-1 requires high net present value ("NPV") and high internal

LOL

Average is 3.9p. I could happily sell for 10-30% profit. But why would I do that when the NAV is 50-100p at a conservative estimate.

Bypass via Kazakhstahn

Most importantly, I forgot to add the fight for PGM's and minerals is massive right now too with surging prices

Combine every factor, and EUA is more likely to recieve a bid now than it has been for the past 5 years

The asset RNSs all feel like a warm up to a bid.

Especially with the dual listing and US and Russia relations right now stronger than they have been for decades.

MUST READ

https://nextinvestors.com/articles/wce-hits-2m-at-10049gt-silver/

Today’s drill hits start from just 5m depths and have grades that are almost 20x the average silver grade in most silver mines around the world.

If WCE hits more shallow high grades like this they could decide to just dig a giant hole and start extracting the high grade silver (open pit mining).

Just West Coast will get Alien to over 1p a share in short order

Then there are the other massive projects

Hold onto your hats

NAV of 50-100p share price is looking like a considerable underestimate

Expecting a huge RNS next week. September gonna be company making I feel.

Absolutely peanuts mcap too

With the Russia Ukraine war on the final stages before the end and with the US and Russia deals to come I don't see why this stays sub 10p for much longer.

Not when the NAV can be around 50-100p a share

Huge September coming for BLU.

Only 43m shares in issue is INSANITY to be honest. The mcap at even 100p or £1 a share is absolute tiny.

The FED interest rate cut which is long overdue will certainly drive the crypto to even crazier all time highs.

1st target: 30-50p

2nd: 50p+

By end of September 100p+ doable

Https://x.com/SatoshiPay/status/1961056727069008173

Following @NablaFi’s latest pool cap increase, we’re deploying liquidity via the BlueStar Capital Treasury — unlocking 56% APR yield within the first 24h 🔄💸

As Nabla expands to more chains, the opportunity keeps growing. Treasury x yield generation = perfect fit.

Satoshi Pay has been loaded up with a massive 72 ETHERUM and 10 Bitcoins as well....

All coming together.

RNS next week for Satoshi Pay :)

Over £1 or 100p is a great first stop to fair value

Got my purse ready

Only 43m shares in issue is INSANITY to be honest. The mcap at even 100p or £1 a share is absolute tiny.

Very achieveable Tom in short order with performance like this

Https://x.com/SatoshiPay/status/1961056727069008173

Following @NablaFi’s latest pool cap increase, we’re deploying liquidity via the BlueStar Capital Treasury — unlocking 56% APR yield within the first 24h 🔄💸

Good show