Member Info for CAW1

Morning All,
So Rosendra site has updated today
This entry is still under consideration.
https://www.rosnedra.gov.ru/article/12771.html?mm=289&ml=121
540 copper; platinum; gold; palladium; Murmansk region 3.48 1 67 56 08.29 32 47 00.95 Under consideration

Now i took it for granted that this was the NKT extension area as per tweet below
https://mobile.twitter.com/R1EXG/status/1488442968067428367

I thought i would plot the area to see if anything had changed. Now if you fire up google maps and type coordinates in row one on the highlighted table in the tweet (67.56,32.47) the actual place is no where near what the tweet is showing in the picture.
Unsure this entry has anything to do with us unless I am doing something completely wrong.
Why the inaccurate tweet I do not know but I took it at face value as they were normally spot on with licence stuff - lesson learnt - believe nothing
GLA

Was expecting more of a Friday sell off by the day/week traders
Bodes well for next week
GLA

Not sure how you just stumble across it but
Turkey’s Newfound Cache of Rare Earths Could Supply the World’s EVs and More - Note rare earths and no mention of Pt/Pd
https://mitechnews.com/auto-tech/turkeys-newfound-cache-of-rare-earths-could-supply-the-worlds-evs-and-more/
GLA

https://www.thetakeoverpanel.org.uk/disclosure/disclosure-table
GLA

Hi Cat, IMO they will cover off the awkward ones in a RNS and refer to it/direct people to them in the AGM if asked. Just a hunch!
GLA

Think the next RNS we get will be PI questions and answers for AGM
Last year it was released 3 weeks after AGM announcement
https://polaris.brighterir.com/public/eurasia_mining_plc/news/rns/story/w3zq53r
https://polaris.brighterir.com/public/eurasia_mining_plc/news/rns/story/w1nmq3x
GLA

Or £150k profit if they bought 2 days ago at an average of 5p
Priced in now - they were 'normal' trades on the exchange what ever they were
2022-07-07T15:33:00.530 GBX 7.092 3600000 255312 Off-Book AIMX P AIMX
2022-07-07T15:32:15.107 GBX 7.032 3600000 253152 Off-Book AIMX P AIMX
GLA

More trees felled in the southern area of the middle segment - strip area on its way to extend across the whole of the southern side
https://apps.sentinel-hub.com/sentinel-playground/?source=S2&lat=59.53958327545424&lng=58.924784660339355&zoom=14&preset=1-NATURAL-COLOR&layers=B01,B02,B03&maxcc=88&gain=1.0&gamma=1.0&time=2022-01-01%7C2022-07-07&atmFilter=&showDates=false
GLA

Evening LB, if you look at page 6 of technical report the map seems to show the plant, industrial area, pipeline and tailings area have already be identified
https://www.eurasiamining.co.uk/investors/technical-reports
GLA

AM joined the team c1 year ago in the Japan office - represented EUA at a Hydrogen conference as a MD of Japan EUA off - recently announced as INED but that could have been months ago
KPMG joined 'recently' which if it is the same as 'shortly' could have been 7 months ago. Can't see anywhere where it says they joined in 'May'
KPMG are accountants, consultants and tax specialists so they could be just advising the BOD to speed things up. Nothing to do with 'Tax' - again where is 'Tax' mentioned apart from the KPMG web site.
GLA

BR shorts will be a mixture of 'true' leant out shorts and hedges against longs. There will also IMO be some synthetic shorts mixed up within them to play with the SP
Not so much a problem but the issue arises when they cash out,. If THG exit the small cap when there is a rebalance and Mcap drops below minimum criteria they will sell the longs to the shorts and the net results being no net gain or loss so those expecting a rise due to shorts closing at that time will be disappointed. If however they need to close asap as offer comes in then they will close in a nano second as the offer lands and cash out before the rerate. The percentage they hold as shorts will fluctuate as the longs fluctuate, the higher the longs they hold the more shorts they will have and vice versa. Problem is now they do not need to report form 8.3's but atleast if the shorts stay above 0.5% you will be able to see them move up and down.
GLA

AML did a 20:1 consolidation when share price rose from 25p back up to c£1 in old money. Now it is £5 so still 25p in old money.
GLA

I see BR have got their teeth into the share and now under the radar as no longer required to submit 8.3's
Shorts increased on 17th and probably more today.
BlackRock Investment Management (UK) Limited 0.94% 0.33% 17 Jun 2022
Qube Research & Technologies Limited 0.54% -0.09% 17 Jun 2022
Total 1.48%
https://shorttracker.co.uk/company/GB00BMTV7393/
GLA - IMO keep some dry powder as things could become interesting as BR squeeze as many PI into submission and add in the mix the wider market volatility and there maybe some cheaper entry points. Not that 73p isn't cheap anyway - Crazy!

No your post refers to THG
GLA

No need to attack me Kira - I feel the pain you are in - it was at 145p, sits at 81p now
kira001

Posted in: EUA

Posts: 1,950

Price: 7.035

No Opinion

RE: News01 Jun 2022 18:08
CAW, I think you might have made a mistake on that one, MM has already indicated he will sell and price he will take, which is a min. of £1 a share more than it currently is. but it's your view which you're entitled to of course, in selling out, but I'd say the odds are quite high for that one, more so than for a quick sale here. MM is a different type of an investor and acquirer, he doesn't look to stay in long term, the data analytics and customer base on that is worth a fortune! It isn't the same here. Two different beasts! IMO.
GLA

No need - makes no odds to me - carry on if you desire
GLA

Kira - Just posting what is on the site. I am not the one with a love affair!
GLA

May have missed it, but team page now updated to include
ARTEM MATYUSHOK
Non-executive Director
Artem has served in senior Mergers and Acquisitions roles with major resource companies and has amassed 20+ years’ experience in the Energy & Natural Resources sector ranging from the start-up operational environment to the corporate division of a major FTSE 100 company. Artem is PhD in Economics and CIMA (UK) qualified and is a former Shell alumni. Throughout his career he executed numerous high profile M&A transactions with total value in excess of $100bn. Since then, he founded H2Transition Capital Fund headquartered in the UK with a focus on ESG investments and in particular on hydrogen value chain projects. He continues to advise companies Board's on Energy Transition initiatives. Artem brings in-depth knowledge of the Hydrogen economy to the Company.
GLA

Rosendra site updated today - still under consideration
https://www.rosnedra.gov.ru/page/76.html?mm=289&ml=121
GLA

THG, ASOS and BOO - quick trade potentially on bounce. All 3 crashed this morning for one reason or another. Not investment advice but if you have some dry powder and catch it right there should be some recovery IMO!
GLA - EUA the wait continues