Member Info for CAW1

Could a critical raw materials shortage derail forecast massive green hydrogen growth?
https://www.rechargenews.com/energy-transition/could-a-critical-raw-materials-shortage-derail-forecast-massive-green-hydrogen-growth-/2-1-1147138
GLA

Evening LB - Once complete it will be based in Murmansk - this part was of interest and Hydrogen presentation map shows West and East shipping routes out of Murmansk.
'The icebreaker will navigate the Yenisei River basin, the Yenisei Bay and the Kara Sea, providing access to the Dudinka seaport for both Nornickel’s corporate fleet and partner vessels.'
Still think it will be NN for the Nickel, potentially PGM's with off take agreements out of EUA specific mines with ESG credentials that can be track back to source - this would meet Teslas requirements IMO
GLA

NORNICKEL UPGRADES PRODUCTION EQUIPMENT AT KOLA DIVISION
In 2022, Nornickel will invest ca. RUB 5 bln to purchase new machinery and equipment for the Kola Division (Kola MMC). In total, the Kola Division will receive around 2,000 units of various equipment.
https://www.nornickel.com/news-and-media/press-releases-and-news/nornickel-upgrades-production-equipment-at-kola-division/
GLA

The icebreaker will navigate the Yenisei River basin, the Yenisei Bay and the Kara Sea, providing access to the Dudinka seaport for both Nornickel’s corporate fleet and partner vessels. The icebreaker will be commissioned to lay a canal in the Yenisey for company-owned Arc7 ice-class vessels and to tow additional chartered Arc5 cargo vessels with a deadweight of up to 20,000 tonnes. The icebreaker’s homeport will be Murmansk.

“It is important for the Company to have the new icebreaker completed by the end of 2024. This will enable us to expand the transportation capacity required for Nornickel’s strategic investment projects as well as for the Norilsk renovation plans

https://www.nornickel.com/news-and-media/press-releases-and-news/helsinki-shipyard-contracts-main-equipment-for-new-nornickel-icebreaker/type=releases

Also a number of IR events coming up fo them
https://www.nornickel.com/investors/events/

GLA

Evening Tilly - Decks are clear apart from this trade - 'Pric' @days low
2022-01-18T08:45:35.120 GBX 26.952 252158 67961.62416 Off-Book AIMX PRIC P AIMX
Happy Birthday LB and Seasick
GLA

He is flapping as his short break even point is 28p (may be 29p). Close to being in the red.
Should have closed on the way down to 14p a few months back.
£1000 a point I believe
GLA

Is why people want to get 'jubbered' twice on the same share Adam
GLA

And 80% of that minus fees as special dividend :)
GLA

Sorry wrong link

Ukraine and Russia issued statements Tuesday noting the worsening of a conflict that has been on a low simmer for years, with countless cease-fires.

https://www.nytimes.com/2021/03/30/world/europe/ukraine-russia-fighting.html
GLA

Same story jan 2021 - yearly flex of muscles - well the world hopes so

Russia preparing to attack Ukraine by late January: Ukraine defense intelligence agency chief
By Howard Altman
Nov 20, 2021
https://www.militarytimes.com/flashpoints/2021/11/20/russia-preparing-to-attack-ukraine-by-late-january-ukraine-defense-intelligence-agency-chief/
GLA

IMO initial strategy was ‘substantially all assets’ which DD was completed c12 weeks ago
Hopefully the Bod and WA have been working all weekend
GLA

‘Kola Nickel marks the start of our plans for 2022, with much more to follow as we successfully conclude our initial strategy and develop EUAv2.0’

First we heard of Eua v2.0 (apart from here) was hydrogen presentation- so that is PGM’s I believe

The tweet mentions ‘initial’ strategy - am I correct that this is the ‘proposal to sell substantially all of assets’ rather than concurrent assets? Now Nickel is the dominant metal in the basket would just selling Kola Nickel meet substantially all?

Trying to understand peoples thoughts of what is being successfully concluded and what will be left for Eua v2.0.
GLA

Believe we a due an upgraded on for WN and Loip but this from the latest RNS suggests to me that NKT and Nyud mining plan are in place - not sure if they need to rns’s but did do for MT
· Like NKT, Nyud is a nickel open pit mine previously operated by Norilsk Nickel. A trial open pit was developed at Nyud by Norilsk Nickel and nickel dominant ore was shipped directly to Severonickel, the world's largest nickel processing plant. Similar to NKT, the Nyud area is well served with the infrastructure required for the relaunch of mining and processing and the tailings will be used as backfill for the old NKT mine developed in the past, following the best practices in ESG and saving on the tailings storage facility capital expenditure.
GLA

NN could well take the nickel mines with off take agreement to Tesla - NN already a supplier
This will guarantee ESG nickel from EUA mines

NORNICKEL PRODUCES FIRST BATCH OF CERTIFIED CARBON-NEUTRAL NICKEL
https://www.nornickel.com/news-and-media/press-releases-and-news/nornickel-produces-first-batch-of-certified-carbon-neutral-nickel/
GLA

Hi Tilly, agree corker and now people may think twice on selling at the bell and buying later. Also sell on news at your peril!
GLA

Think it was the tweet that put a rocket under the SP. Was looking like a flat finish on rns only imo
GLA

It’s as if Keith has been reading posts as intra day rns has been mentioned numerous times.
There will be day traders but imo the majority holding will hold until deal news.
GLA

https://mobile.twitter.com/GMF782/status/1478280873971699718
GLA

Or 128 billion for all

GMF78
@GMF782
#EUA amazing new 52 page report produced by Rosgeo geologist Ivanchenko. Poaz is a #nickel beast !
This adds up to over 128Moz aptly Equiv or $120bn in situ value. (Colour table not in report)
Translated file & conversions available on following link :
research.powerof78.com/post/sulfide-pgecuni-and-lowsulfide-ptpd-ores-of-the-monchegor-ore-region-western-arctic-sector-12232390?pid=1331534179
GLA

May help for NKT - £12.9 billion in ground based on Jorc as we know it - still to be updated north and current spot price

julianadey
@julianadey1
·
Jan 11
Since the RNS announcement by
@eurasiamining
on 16th December 21- NKT #EUA 's #Tier1 asset has seen market value of its JORC resources increase by more than £1Bn (Spot Price 11-01-21).

https://mobile.twitter.com/julianadey1/status/1480941641758302214
GLA