Member Info for CAW1

'Russia intends to re-orient the supplies of its metals and mining products to Asian markets instead of Western countries after sanctions imposed on the country by the US, Canada and the EU.'

'At the same time, Russia has the opportunity to re-orient Russian metal supplies to Asian markets, primarily to China, which has joined the decarbonization course and is limiting its own “dirty” production. In addition, China is now the only major economy that continues to expand fiscal stimulus, which is contrary to the policy implemented by the authorities of the EU and the U.S.'

https://resourceworld.com/russia-to-re-orient-metals-and-mining-exports-to-asian-markets/

GLA

Clear day - seem to be clearing a strip on the south west area along tree line
https://apps.sentinel-hub.com/sentinel-playground/?source=S2&lat=59.53788629339704&lng=58.94722938537598&zoom=13&preset=1-NATURAL-COLOR&layers=B01,B02,B03&maxcc=48&gain=1.0&gamma=1.0&time=2021-10-01%7C2022-04-18&atmFilter=&showDates=false
GLA

It was through their Twitter account
https://mobile.twitter.com/eurasiamining/status/1493237088866783235
GLA

Anyone know why 'Bed and Isa's are done at the listed Bid rather than the listed Ask +-0.02p, as VWAP takes a beating each time?
GLA

Agree - I just see there being 2 tiers/prices going forward. A COO Russia price for everything coming out of Russia and ROTW price higher.
East buying cheap and us in the ROTW getting stitched up on higher prices.
GLA

Only problem is that it will be stamped with COO Russia
However will probably take the same route as Oil and Gas - Eastwards
https://economictimes.indiatimes.com/news/international/world-news/vladimir-putin-says-russia-will-direct-energy-eastwards-as-europe-shuns-russian-gas/articleshow/90848407.cms
GLA

Yep - cheers TF, nice 15% - will plough back in here this afternoon once weekend sellers are out.
GLA

From GMF78 Twitter

Interesting read

https://interfax.com/newsroom/exclusive-interviews/77814/

‘The process will be organized as follows: the junior company conducts exploration, confirms the reserves, receives a certificate confirming the fact of field discovery, and then can sell this certificate. Then, a mining company, based on the certificate, gets a production license without bidding and pays a one-time fee for it.Previously, subsoil users did not have the right to sell licenses, you could sell only the company owning the license. Now the rules of the game have changed significantly, and they can take the exploration industry to a new level. A small company due to its finances and competence cannot develop the field it has discovered, but it can sell the license and make money on its exploration. Those regions and subsoil areas that big companies don't want to spend time and effort on exploring will ‘
GLA

Would be nice if EUA are next in line!

'Potanin is moving to expand his business empire. The French bank Société Générale announced yesterday it was selling Rosbank, a Russia-based banking group, back to Interros, Potanin’s investment conglomerate. Société Générale paid an estimated $4.3 billion to Interros between 2006 and 2014 to amass a near 100% stake in the Russian bank and its subsidiaries.

Transaction terms were not disclosed, but Société Générale said that Interros would pay off the Russian unit’s outstanding loans and that the French bank would write off $3.3 billion.'

https://www.forbes.com/sites/johnhyatt/2022/04/12/russias-richest-oligarch-bails-out-socit-gnrale-in-fantastic-deal-for-himself/?sh=6fd2b20e1cab

GLA

Big sell hoovered up into close unless we see duplicates later but ask dropped to 10p when it landed
2022-04-08T15:13:47.000 GBX 9.83 2000091 196608.9453 Off-Book AIMX P AIMX
GLA

This could be the reason for the rise - not sure it means anything in the grand scheme of things and SP holding up well
https://financialpost.com/pmn/business-pmn/london-blocks-sale-of-new-platinum-and-palladium-from-russian-refineries
GLA

2020 full year accounts -3.7m per year
2021 should show profit as 3 wash plants
23m in cash is solely for Rosgeo licences as per rns’s
IMO sitting ok.
I also believe Nyud has been paid for so no new business/investment imo.
New licences have been in pipeline for ages so again imo no new investment.
I hope we atleast get a tweet tomorrow confirming but hoping for a sales update rns
GLA

Platinum down 14to $956
Palladium down 53 to $2195
Good indicator IMO that PGM's in Russia not effected with latest sanctions
GL:A

Don't think anything on PGM's
https://www.whitehouse.gov/briefing-room/statements-releases/2022/04/06/fact-sheet-united-states-g7-and-eu-impose-severe-and-immediate-costs-on-russia/
GLA

KofC - maybe but I tend to be optimistic and have 'happy' thoughts. Makes life more enjoyable!
GLA

New sanctions aside IMO if there was any bad news we would have had it prior to 08:00 today as would have thought FCA would not look kindly to allowing ISA buying in new tax year to then release anything that would make the SP drop significantly 'shortly' there after.
Looking for a after hours/07:00 tomorrow update from BOD
GLA

Bed and ISA's started so some of the big volume at full bid will be them
2022-04-06T08:29:13.190 GBX 10.06 49702 5000.0212 Off-Book AIMX NPFT AIMX
2022-04-06T08:29:13.183 GBX 10 50050 5005 Off-Book AIMX P AIMX
2022-04-06T08:29:13.070 GBX 10.015 199690 19998.9535 Off-Book AIMX NPFT AIMX
2022-04-06T08:29:13.060 GBX 10 200260 20026 Off-Book AIMX P AIMX
2022-04-06T08:29:12.860 GBX 10.015 199690 19998.9535 Off-Book AIMX NPFT AIMX
2022-04-06T08:29:12.847 GBX 10 200360 20036 Off-Book AIMX P AIMX
GLA

Link below
https://www.rosnedra.gov.ru/article/12771.html?mm=289&ml=121
The file we need is Summary of solid minerals dated 01/02/2022 and as yet not updated.
They did how ever update the webpage look a week ago and also the top two as per the dates.
GLA

PC - it was 6p a month ago, thankfully you were not registered as current moniker as dread to think how much you would have been moaning then.
Man up - only you pressed the buy button!
GLA

Plus the 2 II’s from HC Wainwright have warrants at 26p and 26.50p - about 80m I believe total
GLA