Member Info for CAW1

Interesting insight to Rosendra auctions
Richard Dugdale
@RichardDugdale3
Rosnedra latest state auction for Kyuchus sold 175tons gold at JORC standard for ?8b, just shy of 1% in situ value! #EUA securing the deal pre JORC will pay more like 0.05% a 20x saving there was a bidding war ending nearly 4x the reserve! #Eurasiamining
https://mobile.twitter.com/RichardDugdale3/status/1446444115869188099
GLA

MT+Flanks+JV+FT has to rival bushveld. Plus 2027 for FT is a long way away, not shortly like MT and JV.
In spring 2020, the rights to develop the Fedorova Tundra were acquired by a Russian consortium of enterprises with participation of the local state corporation Rostec.

The start of mining is now scheduled for 2027. By that time, two open-pit mines and a mining and processing complex with a capacity of 15-16 million tonnes are expected to be built. The project will create more than 1,200 new jobs.
https://resourceworld.com/russia-to-become-one-of-worlds-largest-gold-and-platinum-group-metals-producers-within-next-decade/
GLA

Interesting tweet if true
Appears there’re public plans for a new landfill within our 5km exclusivity zone. Which I find interesting as I thought permission needed to be granted by the licence holder?

Anyways probably nothing but the applications by some company called Kola MMC
https://mobile.twitter.com/MRBAgency/status/1446889919633412097
MMC
https://www.google.co.uk/amp/s/tass.com/economy/1131611/amp
GLA

Hi Mac, there was reference to change in this rns
‘The outline of the area was revised to the east of the license and resubmitted in August 2020. The second application has to date received all the approvals and awaits a sign off by Federal Ministry for Natural Resources. ‘
https://polaris.brighterir.com/public/eurasia_mining_plc/news/rns/story/w3m462x
There also was a tweet which I can’t find showing a small change by the river this year, not from Bod
GLA

Few more late trades - again PRIC but executed at 13:49
Looks like short closing and awaiting negative trade to come through
2021-10-08T13:49:23.860 GBX 23.25 81121 18860.6325 Off-Book AIMX PRIC P AIMX
2021-10-08T13:49:23.860 GBX 23.25 13608 3163.86 Off-Book AIMX PRIC P AIMX
2021-10-08T13:49:23.860 GBX 23.25 2108 490.11 Off-Book AIMX PRIC P AIMX
2021-10-08T13:49:23.860 GBX 23.25 51548 11984.91 Off-Book AIMX PRIC P AIMX
2021-10-08T13:49:23.860 GBX 23.25 148385 34499.5125 Off-Book AIMX P AIMX
GLA

Evening Mac, i know where the Rosendra main licences are and have access again - no change since 27/9 - WK still under consideration
Rosegeo licences, not sure of the site but presume it may be/they are referring to Nyud and Poaz being cancelled from their site as in being/been transferred to EUA
I await A1ex comments later
GLA

That's 3 of these 600k trades in last 3 days
2021-10-06T17:03:40.710 GBX 23.425 600000 140550 Off-Book AIMX PRIC P AIMX
2021-10-06T08:55:03.993 GBX 23.667 600000 142002 Off-Book AIMX P AIMX
2021-10-08T16:33:38.277 GBX 23.442 600000 140652 Off-Book AIMX PRIC P AIMX
2 of them marked as PRIC trades - negotiated price
Also some strange trading from DP - off exchange
2021-10-08T16:03:35.273 GBX 23.85 100000 23850 Off-Book XOFF P ECHO
2021-10-08T16:03:03.723 GBX 23.65 100000 23650 Off-Book XOFF P ECHO
2021-10-08T16:02:53.747 GBX 23.85 100000 23850 Off-Book AIMX P AIMX

2021-10-08T15:14:01.017 GBX 24 100000 24000 Off-Book XOFF P ECHO
2021-10-08T15:13:38.813 GBX 23.75 100000 23750 Off-Book AIMX OILQ P AIMX
2021-10-08T15:13:26.187 GBX 24 100000 24000 Off-Book AIMX P AIMX
Plus a couple of small shorts closed yesterday and reported at open today
GLA - still being played by the big boys

Seems to be the slightest hint of reversal. A few rainbow chasers jumped ship first thing
2021-10-08T08:28:35.657 GBX 23.02 400000 92080 Off-Book AIMX P AIMX
2021-10-08T08:14:58.760 GBX 23.05 300000 69150 Off-Book AIMX P AIMX
2021-10-08T08:14:15.320 GBX 23.027 300000 69081 Off-Book AIMX P AIMX
Morning Ian, I seem to have my name up in lights for a free guess on the RNS landing today - Thanks
Hi JT, good to see you are making progress
GLA

They probably helped with the mine design already
‘The site infrastructure layout drawing has been developed to include all major infrastructure elements’
GLA

All the best JT, hope to see you on deck soon.
GLA

Hi LB, pretty sure it was tweeted by GMF78 and ref Bloomberg. He got permission from them to tweet info from site
GLA

Late Kipper
2021-10-06T17:03:40.710 GBX 23.425 600000 140550 Off-Book AIMX PRIC P AIMX
What started the drop today
2021-10-06T08:55:03.993 GBX 23.667 600000 142002 Off-Book AIMX P AIMX
Both look like sells and took most of the day to clear
GLA

Also find it bizarre that we have had 3 updates and no tweets on them so the web homepage doesn't show them.
Preferred the proactive articles as atleast news was broadcasted on the site.
GLA

BOD need to mix things up with intra day RNS's.
Past form shows an announcement out of hours followed by 2 weeks till the next
GLA

Morning All,
600k sell followed by 600k buys in smaller amounts, net loss on Vwap and SP of -0.50p. I am sure if it was the other way round with 600k buy followed by 600k of sells we would not be 0.50p up.
GLA

Tesla annual shareholders meeting Thursday
https://www.sec.gov/Archives/edgar/data/1318605/000156459021044307/tsla-pre14a_20210813.htm

https://cleantechnica.com/2021/10/05/it-looks-like-tesla-paid-off-its-1-4-billion-china-loan-agreement-for-giga-shanghai-early/?amp&__twitter_impression=true
GLA

Nornickel eyes doubling of copper production in Kola Peninsula
https://thebarentsobserver.com/en/industry-and-energy/2020/10/nornickel-eyes-doubling-copper-production-kola-peninsula
GLA

HI Mac and all,
Can't access the site anymore as unsecure web page as of today. Rosendra last updated on the 27th Sept and WK still under consideration.
Not sure where A1ex got the other info from ref flanks etc I am sure he will be on the case
GLA

Missed kipper at close - price was actual ask for last 15mins
2021-10-04T16:36:50.513 GBX 25.375 400000 101500 Off-Book AIMX PRIC P AIMX
GLA

Hi Tilly and all,
200k has been accumulating the end of last week and into today
2021-10-04T14:45:39.270 GBX 25.49 200000 50980 Off-Book AIMX P AIMX
2021-10-04T14:11:48.877 GBX 25.45 200000 50900 Off-Book AIMX P AIMX
2021-10-04T11:18:01.007 GBX 25.5 200000 51000 Off-Book AIMX P AIMX
2021-10-01T16:38:50.000 GBX 25.5 200000 51000 Off-Book AIMX N AIMX
GLA