Member Info for CAW1

‘Successful conclude’ - bring their strategy to a victorious end
No if’s and buts in terms of concluding just which strategy they have chosen. Substantially all or multiple concurrent interests
GLA

Great post LB, don’t think Musk cares too much about 4 years to production more of a case of buy what you can to stop others getting it. One hell of a war going on for Nickel!
DS like this tweet which is quite apt.

Steve Burns
@SJosephBurns
·
Dec 25, 2021
“Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win” - Sun Tzu
GLA

It will be interesting to see how many and how much is reinvested from a special dividend by PI as if substantial the SP will rocket after pay day
GLA

So according to GMF
NKT 305kt
Nyud 220kt
Poaz 649kt
Why buy one when you can have 3
IMO looks like NKT and Nyud go together as brownfield.
Develope Poaz to brownfield and sell later to same buyer
That’s a lot of pennies
https://mobile.twitter.com/GMF782/status/1478280873971699718
GLA

Well hat didn't work but yes link from Broxburn shows OOO Kola Nickel in Russian
https://www.rusprofile.ru/id/1215100006956
GLA

???????? ? ???????????? ???????????????? "???? ??????"
OOO Kola Nickel
GLA :)

Cheers Broxburn - didn't know what llc stood for so googled it
GLA

LB - will see some more for that - looks like a delayed 'pric' short to me judging by the price
GLA

A limited liability company (LLC) is the US-specific form of a private limited company. It is a business structure that can combine the pass-through taxation of a partnership or sole proprietorship with the limited liability of a corporation.

https://en.wikipedia.org/wiki/Limited_liability_company

Coincidence - same place as placements - Nickel looks like it is heading to the US IMO :)
GLA

Think they just let someone out at 26p when spread was 27-28 - preferential treatment!
GLA

Eurasia Mining
@eurasiamining
·
43m
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 https://bit.ly/34KusJv
GLA not sure if posted

Richard Dugdale
@RichardDugdale3
2 of the POAZ areas just received updates to the licenses, months after Feasibility studies completed, next step…. Well #Eurasiamining just created 2 new subs for production! Coincidence? #EUA
https://mobile.twitter.com/RichardDugdale3/status/1481742806993485827
GLA

Not wise to talk about a few topics on here - too emotive
All I will say is that the BBC reports 'Ministers have urge MO's to wait for the outcome of an investigation .....which they say will be published shortly'
So that is atleast 12 weeks!
GLA

LB/Travis - looks bloody freezing! I would say the snow has blown into the holes left from removing shed loads of PGM's
Interestingly 2 distinct areas of activity amongst the snow - also looks like a skeleton of weird prehistoric Dinosaur.
GLA

CTC 2030 I believe
https://cleantechnica.com/2020/10/02/elon-musk-tesla-aiming-for-20-million-vehicles-year-by-2030/
GLA

Or build the equivalent of 23 mines like Sumitomo’s Ambatovy mine in Madagascar – at $8.5 billion a pop. Obviously, money is no object for Musk, but still.
GLA

When Tesla makes 20 million cars in a year it will need more than 30% of global mined nickel production in 2019 (2020 saw a 20%-plus reduction in output) for its batteries.

Put another way, Tesla will have to buy the entire output of the top 6 producers – Norilsk, Vale, Jinchuan, Sumitomo, Glencore, BHP, and then some.
GLA

Zac Mir tweet
https://www.mining.com/all-the-mines-tesla-needs-to-build-20-million-cars-a-year/
GLA

Yeap agree GS - Tesla will have to raise their offer for EUA assets :)
GLA

Hopefully find out soon.
DD was done ages ago (28thg Oct) -
Nyud licence transfer was in advance state ages ago (1st sept RNS).
Still waiting on Jorc for JV's - shortly refers to these not NKT (30/09)
GLA