The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Evening Ian, hope you have recovered. Give this place a go
https://cubanosleighonsea.co.uk/
GLA
Hi LB,
Fire up google maps and type 67.54,32.52 (make sure full stop in between the 67 and 54 followed by coma and then full stop between 32 and 52) into search and scroll out till you see Monchegorsk in the north - Follow the road.
Quite a distance south but I am sure there was a Rosendra auction RD was going on about at Christmas in the same area
GLA - no idea if EUA - just new, well 27th April entry
2022-05-19T15:14:07.683 GBX 7.866 1023148 80480.82168 Off-Book AIMX P AIMX
Did nothing for to SP, hoping for a matching 1m+ after hours and if so IMO opinion will be index adjustment.
If not worked sell through the day again IMO
GLA
Hi Tilly, I have another theory around MSCI small cap adjustments by end of month and II's hedging against their positions to recoup any sells - just a thought and as you say keeping looking over your shoulder.
Did post last night but thread gone.
GLA
So Rosendra site has updated - first time for 3 months - last 1st feb and pre war
NKT extension application 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
Should put nationalisation rumours to bed as if Russia had an issue with EUA they would have rejected it IMO. Logged 03/12 and rejected once already due to monument in area applied for. Naysayers put that in you pipe and smoke it!
This is a new application a bit further south - not sure if EUA but looks as if it could be - may be the one RD was on about in auction around Christmas
3051 Sevzapnedra 27.04.2022 09:00:00 At the expense of own (including borrowed) funds of subsoil users without being included in the list of objects 264 Ore occurrence Nyud-Moroshkovoe copper; nickel; platinum; palladium; Murmansk region 12.6 1 67 54 16.4998 32 52 15.0929 Under consideration
GLA
IMO opinion and it is only that and thanks Mac for clarifying the 'independent' non-exe director' part as from reading the role of one i believe he has been brought in to draw a line in the sand, judge whether any of the offers are a fair ones and get the boat moored on the golden sands.
It's hard to let go of something that you have been soo close to for so long and rightly you would want every penny you think it is worth. A decision needs made with fresh eyes, no emotional ties to the board or company and what is best for all. Think negotiations may have stalled with price wanted versus what x are willing to pay and someone was needed to take the bull by the horns, decide whether it was fair and say 'yes'
GLA
From Twitter also no 'potential' asset sale in CS quote, just speed up Russian asset sale - could it be done and dusted!
Christian Schaffalitzky, Executive Chairman commented: "The Directors are pleased that Artem Matyushok, a high profile M&A professional has agreed to join Eurasia. The experience of Artem and his knowledge of Eurasia can significantly speed up our Russian assets sale process".
GLA
MRBAgency
@MRBAgency
·
1m
There was me thinking the most exciting thing this week would be tomorrow's 3-day "Metallurgy Mining-2022" exhibition in Monchegorsk where Kola MMC (NN) will be giving a speech on the "development and modernization of the company".
GLA
Interesting approach
James D.J. Brown
@JamesDJBrown
Dep CCS Kihara Seiji says there's no contraction between Japan's sanctions & its involvement in Russian energy projects. He says that if JPN gave up its stakes, RU could sell the energy at higher prices to others. Stakes could also benefit 3rd countries.
James D.J. Brown
@JamesDJBrown
·
9m
Replying to
@JamesDJBrown
What Kihara likely has in mind is that Japan currently gets LNG from Sakhalin-2 via cheap long-term contracts. If JPN gives these up, Russia can sell the gas for higher prices on spot markets. His claim is therefore that, by retaining its stakes, JPN is contributing to sanctions.
https://mobile.twitter.com/Youngin74703257
GLA
Probably seeing it already
Addition to MSCI UK Small Cap list is probably going to boost THG this month - changes implemented by end of May on all of these.
MSCI UNITED KINGDOM INDEX
Additions
DARKTRACE
ENQUEST
GENEL ENERGY
GULF KEYSTONE PETROLEUM
IMPACT HEALTHCARE REIT
MARLOWE
MENZIES (JOHN)
NEXT FIFTEEN COMMU
OXFORD NANOPORE TECH
PAN AFRICAN RESOURCES
PRS REIT
SUPERMARKET INCOME REIT
THG
WINCANTON
https://app2.msci.com/eqb/gimi/smallcap/MSCI_May22_SCPublicList.pdf
GLA
Hi Travis - EUA get a mention in the write up
https://capital.com/how-will-the-uks-35-tariffs-affect-platinum-and-palladium-prices
GLA
From Poly board
Ukraine’s head of military intelligence says the war with Russia will reach a turning point by mid-August and end by the end of the year.
In an interview with Sky News, General Kyrylo Budanov also said that a coup to oust Vladimir Putin is already taking place in Russia and the Russian leader is seriously ill with cancer.
Budanov correctly predicted when the Russian invasion would occur when others in his government were publicly skeptical and now says he is confident in predicting its end.
“The breaking point will be in the second half of August. Most active combat actions will be completed by the end of this year. “As a result, we will renew Ukrainian power in all our lost territories, including Donbas and Crimea.” he said
https://www.imalbania.com/kosova/the-war-ends-at-the-end-of-this-year-ukrainian-intelligence-chief-tells-everything-that-happens-in-august/
GLA