Member Info for CAW1

Stillwater’s proven and probable reserves measure 39.4 million tonnes grading 15.6 grams per tonne for 19.9 million contained oz. platinum and palladium (78% palladium and 22% platinum), and support a more than 25-year mine life.

The all-cash transaction valued at US$18 per share represents a 23% premium to Stillwater’s prior day closing share price and a 61% premium to Stillwater’s volume-weighted average share price over the last 52 weeks.
https://www.northernminer.com/news/sibanye-gold-acquire-stillwater-mining-us2-2-billion/1003781554/
GLA

Note to self - if Blackrock buy, sell up straight after and come back when it has dropped 30%
Not sure how they are allowed to short, put CFD's etc on when the MCAP ultimately could get us thrown out of the index if to low. Mind you shows how little the big boys need to affect the SP down/up
Believe we are due that review shortly - maybe for 1 day we go above 1b mcap pushed back up by BR. .
GLA

Evening Travis
Too good for me! I will keep an eye out for the 31.989 but will probably appear tomorrow dated today.
I do however think that Blackrock use UBS to do their trades just to make it more confusing.
Any idea on the 1.25m trade?
GLA

218505 looks familiar - it is the Blackrock long reported today so not sure now.
Hi Travis, any ideas
GLA

2021-03-18T13:18:00.307 GBX 26.55 186513 49519.2015 Off-Book AIMX PRIC
2021-03-18T13:18:00.307 GBX 26.55 -218502 -58012.281 Off-Book AIMX CANC
2021-03-18T13:18:00.307 GBX 26.55 31989 8493.0795 Off-Book AIMX PRIC
GLA

'Nornickel has allocated 4 billion roubles for the upgrade of production assets at Kola MMC in 2021. More than 6,800 units of various equipment will be delivered to the company’s divisions, most of it will go to the Severny mine.'
https://www.nornickel.com/news-and-media/press-releases-and-news/nornickel-to-spend-4-billion-rub-on-new-equipment-for-kola-mmc/
GLA

They didn't realise the FSP would take so long and are running out of funds that were ear marked for EUA M&A.
As such they can't afford longs and have resorted to wearing summer attire.
GLA

Hello Ian - Please can I have a guess for 'the' RNS tomorrow. Just have a feeling and would be a great send off for GF.
GLA

Yes all good IMO and backs up Travis's theory which is even better
GLA

Tigra, I think it is these 3 trades
2021-03-17T14:27:47.383 GBX 27.9 31989 8924.931 Off-Book AIMX PRIC
2021-03-17T14:27:47.383 GBX 27.9 186513 52037.127 Off-Book AIMX AMND PRIC
2021-03-17T14:27:47.383 GBX 27.9 -218502 -60962.058 Off-Book AIMX CANC
GLA

Travis, If you look at the EUA latest trades and filter by volume. The +/-500k and =/- 50k trades have now gone, they were showing yesterday although the negatives as a positive as the site can not handle the - .
GLA

Morning Travis - I am half expecting a late negative trade for the 1250k as Invest.com was showing the negative at 07:30 this morning but then disappeared. May have been a glitch on their site.
GLA

I don't think another 2.9 is required as shares in circulation has not changed.
If the BOD exercise the options then one will be required however I have been told by Lancer that this will never happen until after the sale.
GLA - AIMO

Would be a good send off for GF if it landed tomorrow though.
GLA

I would have thought the UBS and DLA would want the sale in this tax year so it qualifies for there annual bonuses - just a thought
GLA

Cheers Travis see what tomorrow brings
GLA

Evening Travis,
I follow the negative trade and positive matching one being the short closing. Then the next being the long position.
However do they need to go long or could they just close the short, therefore only the 2 trades as per the 500k.
Also could the 1.25m trade be the long at a greater volume to the 500k closing.
Must all be connected as same time
2021-03-17T10:12:56.260 GBX 27.31 1250000 341375 Off-Book AIMX LRGS
2021-03-17T10:12:56.260 GBX 27.875 500000 139375 Off-Book AIMX AMND LRGS
2021-03-17T10:12:56.260 GBX 28 250000 70000 Off-Book AIMX LRGS
2021-03-17T10:12:56.260 GBX 28 -250000 -70000 Off-Book AIMX CANC LRGS
2021-03-17T10:12:56.260 GBX 27.875 -500000 -139375 Off-Book AIMX CANC LRGS
GLA

Not allowed to buy under fsp rules
GLA

Thanks Travis on KLP
GLA

Roger
No way of telling whether buys or sells. They are just trades and in my view the 1.25m was accumulated over some time. - either way it is priced in now. IMO accumulation by II's so buy
As for Queeld - in my view if they were selling they would have done what AC did and offload to a II. IMO they are not and all info we have says not too.
GLA