Member Info for bobbybingo

WK and flanks with upgraded jorc about 2b ?

Soaring demand for energy transition metals

Our analysis focuses on copper, nickel, cobalt, and lithium. These metals are considered as the most important metals that are highly affected by the energy transition (World Bank 2020, International Energy Agency 2021b). Copper and nickel are well-established metals that have been traded for more than a century on metal exchanges. They are used broadly across the economy and across low carbon technologies. Cobalt and lithium, instead, are minor but rising metals. They started being traded on metal exchanges in the 2010s and have gained in popularity, mainly because they are used in batteries.

Potential value of metal production could rival crude oil

In the net zero emissions scenario, the demand boom could lead to a more than fourfold increase in the value of metals production – totaling $13 trillion accumulated over the next two decades for the four metals alone. This could rival the estimated value of oil production in a net zero emissions scenario over that same period (see Table 1). This would make the four metals macro-relevant for inflation, trade, and output, and provide significant windfalls to commodity producers.

Table 1 Estimated cumulated real revenue for the global production of selected energy transition metals,

2021-40 (billions of 2020 US dollars)
https://i0.wp.com/www.eurasiareview.com/wp-content/uploads/2021/11/a-136.png?resize=1536%2C696&ssl=1

https://www.eurasiareview.com/09112021-metals-may-become-the-new-oil-in-net-zero-emissions-scenario-analysis/

although EUA cant solicit further interest there is nothing to stop anyone approaching EUA for a full buyout all the way up to and until a binding offer has been offred ad voted on and final agreement signed off, the full buy out door at this stage is still very much open i would think,

GLA

from the annual report rns july 1st 2020 for those that missed this part,

2020 progress to date
Flanks application
According to federal subsoil licensing guidelines, the holder of a mining license has the exclusive right to apply for exploration licenses adjacent to state approved resources/reserves and this application shall be uncontested within a 5km radius of an approved resource. The Monchegorsk Complex and Monchetundra Massif, which host the West Nittis and Loipishnune deposits are known to contain type examples of the majority of the layered intrusion- and contact-hosted PGM deposit types recognised globally. An application for an exploration area surrounding the Monchetundra project deposits, referred to as the Flanks Application was optimised based on data supplied by the Russian cadastre of Mines (Murmansk Geological Archive) and the Company's in-house proprietary data set, and submitted in September 2019. By May 2020, the application had been approved by all federal bodies including FSB and Ministry of Defence and awaits a sign off by SevZapNedra.



Background to the Flanks application:

Rosnedra, the Federal Agency for subsoil use, is mandated to maintain the State Cadastre of Mines (Cadastre) according to prescribed procedures, including review by an expert panel of independent resource professionals. A list of deposits compiled into the Cadastre representing the current database of resources in the immediate area of the Monchetundra production license is set out below with an additional 13.3M ounces total PGM (primarily palladium).

I saw that Ian sept 4th 2070
they have that much stuff to get out the ground they have extended the time to 2070 :-)

perhaps they got wind that a few funds might reshuffle over to EUA tomorrow, funds moving around starts tomorrow

oops forgot this one, interesting stuff all round

https://arctic-russia.ru/en/project/focus-on-tesla/

i tried the link you posted mac, but i couldnt get to this page, hopefully this link works.

Lots of investment in region,

https://arctic-russia.ru/en/news/the-government-streamlines-the-process-of-obtaining-residency-in-the-arctic/

https://arctic-russia.ru/en/news/arktika-icebreaker-will-be-sent-to-murmansk-this-november-after-an-engine-replacement-/

https://tourism.arctic-russia.ru/en/routes/murmansk-russia-s-gate-to-the-arctic/

can you see the big plan taking shape,

when you analyse the whole area and what is going on it is clear the Top brass in the Russian Gov want this all up and running, they are also helping with investment and tax insentives

even NN have got there ESG hat on and are redeeming themselves to be heavily involved and with Rosgeo (GOV owned) as is there subsidiaries doing all the leg work on recources and the former top dude now working at EUA ,

we now know about the new logistics centre set up coming at Monchegorsk (thanks mac) which also includes a new 110 people admin building, there is also the new smelter being built, massive investment all round,

then there is the 15 New trains and 10 new railway lines and station,

free housing for workers accross the region etc,

also dont forget the upgrading of Northern ports and new icebreaker ships on the way, they aint cheap nor are the trains,

The entire region is being prepared and invested in to move this stuff globally, creating wealth, jobs and opportunity, it is so massive and takes time but they will get there,

it appears they are all working together to achieve all this as fast as possible but with care and attention to detail,

who buys the big parts of EUA assets are a very large part of the whole set up, it is quite the feat and complex and no wonder it takes a while, i am happy to be patient,

i can wait to see this play out as long as they need to get this done, its exciting stuff watching it all develope,

GLA

Nice spot mac, that was a great read,

whatever way this all pans out its happening eventually,

im not so sure on that one, if we dont defend against the wazzocks they will gain in numbers and strength especially at this stage in the game,

GLA

Fact

Morning Comrades,
lets hope the Russians are working on the licence transfers now they are back to work, we need these sorted out to get this deal done,

GLA

My first guess ever Ian,

Wednesday 10th after 4.30pm

miss,
thats how they do this, but you probably know that,

a large holder sell a decent amount that shake a few loose and buy a few more back netting extra shares theres more actions that can be added to this method that you can study rather than try panic people, as a starter you can go look at all the RNS during the FSP it is quite the reveal of what im reffering, at that time they had to declare each move they made but now they dont, i suggest everyone that doesnt know what im on about do the same as it is an education on how things get played.

GLA

give it a rest lucky,

have you not seen the discussions on here and the trades posted after hours etc, its been going on for weeks,

are you concerned for the shorters mmm ? wonder why ?

Mr lucky,
shockaroonie, a rediculous statement from you, were have you been the last few weeks, Mars ?

Despite the shenanigans and keeping the price down as low as they can they are still playing with fire and they do not allways get that much notice before us, sometimes just a few minutes and if that happens they will lose plenty on the bounce thats coming shortly

Good stuff mac,
you keep it up, the wazzocks dont like it when you remind us of the good position EUA are in,

Shorts have been closing for the past couple of weeks but plenty more to go and they want them closed as cheap as possible with the help of there friends of course

Shorters,
its only going to hurt more from here so just come join the party, flip to longs, you know it makes sense,
dont be such a buzzkill.

PS, Free Tilly