Member Info for CAW1

The Board of Directors has set the AGM date on May 19, 2021, the AGM record date on April 26, 2021 and the dividend record date on June 1, 2021.
GLA

https://www.nornickel.com/news-and-media/press-releases-and-news/nornickel-s-board-of-directors-discussed-long-term-investment-programme-and-dividend-targets/
GLA

NORNICKEL'S BOARD OF DIRECTORS DISCUSSED LONG-TERM INVESTMENT PROGRAMME AND DIVIDEND TARGETS
The management has presented to the Board of Directors an investment programme to 2030 with a total capital expenditure budget of approximately RUB 2 tn (approximately USD 27 bn at current exchange rate). The investment programme includes the following major complex projects: a comprehensive environmental programme, construction of new mining as well as concentrating and metallurgical facilities, modernisation of the energy infrastructure, and a complex upgrade of existing production assets. The long-term programme is split into two phases: the first phase capex of approximately RUB 1.3 tn (approximately USD 17 bn) over 2021-2025, and the second phase capex of approximately RUB 0.7 tn (about USD 9 bn) over 2026-2030. The main specific projects of this programme were presented at the Company’s Capital Markets Day in December 2020

9 mines and a whole new district to get going imo
GLA

Nornickel CEO, Vladimir Potanin: “The Board’s decision to tie dividends to free cash flow is a serious step towards the creation of a new dividend policy. We have to deploy a large-scale investment programme in the coming years to achieve our most important transformations
GLA
https://mobile.twitter.com/NornickelGroup/status/1380535787041722368

May be, as you said the map on the EUA website doesn't relate to the actual area.
Interesting that as I missed this in the DFS RNS
KK - 6,402kg of Raw PGM with 43% uplift
Tipil and Flanks is saying 2,600kg if I interpret the below correctly. that 30,000kg with 43% uplift.

'The report further states an amount of 21,600kg Raw PGM as an author's calculation of P1 category for the metallogenic potential of the district surrounding the mine for which exploration licences have been issued or are being progressed'

I also question the 'exploration licenses have been issued' plural as to my knowledge we have one in the Tipil licence issued and then one in the flanks licence being processed.
Which is the other one issued that makes licences plural.
GLA

Hi Mac, interesting, seems too far away from what licenses we know about - but that isn't saying it isn't an area we do not know about
The industrial area just above the road and town to SE seem however to be the only habited area near EUA mines
GLA

Travis, They seem to be moving up and left on the main pit as well and some road snaking up by the north tree line.
GLA

Welcome back Ian, I hope the endless potato peeling was not so tedious!
GLA

A spokeswoman for Komarov said he’s considering investing in the Fedorova Tundra deposit in the future and that he’s interested in mining projects in general, without elaborating. Zoloto Kamchatki’s press service declined to comment.

https://www.bloomberg.com/news/articles/2021-04-08/russian-tycoon-komarov-eyes-precious-metals-after-pipes-sale
GLA

May be wrong but the large sell and buys could be people using their 2021 SIPP allocation
GLA

Evening Mac, wondered about this and has been queried before.
EUA website still says he is, his linked in says not, your link says not
You would think they would update the website if not and could have removed it today with the MD removal from CS
GLA

Not sure he did, he is still CEO of Lesego Platinum as well
GLA

IR never resigned and still is On board, but took on another NED role for another company about the time DLA were appointed. Presume his work load in legal issues got lighter imo
GLA

CS - steps down as MD
DS - steps down from board to M&A Officer
IR - takes up another NED position
Only one going up is JN
NED to CEO to CEO + MD
Pulls you back to this rns and Lesego
https://www.lse.co.uk/rns/EUA/appointment-of-director-and-west-kytlim-update-qy2nffybu69r7hl.html
GLA

Last board change rns
JN - NED to CEO and Executive Director
DS to M&A officer.
https://www.lse.co.uk/rns/EUA/board-changes-f91pk9lukr0kgua.html
GLA

CS had title of Executive Chairman and Managing Director until after 15:00 today
Now no one has it - IMO JN is now as per RNS MD as well
Also IMO we should get a RNS stating the board changes if correct
GLA

So they have updated the Team Job titles
Christian Schaffalitzky Executive Chairman
James Nieuwenhuys Chief Executive Officer
No mention of MD
https://www.eurasiamining.co.uk/about/team-2
GLA

What is interesting is it is a straight trade, no flag against it. Normally the large trades are negotiated and have a flag against them. Also did nothing to SP at the time which suggests to me IMO it is a PI sell and MM's are desperate for the shares to pass over to stickier hands.
2021-04-07T15:17:21.150 GBX 27.4 10 2.74 Off-Book AIMX
2021-04-07T15:16:46.220 GBX 27 74075 20000.25 Off-Book AIMX
2021-04-07T15:15:46.317 GBX 27.45 72856 19998.972 Off-Book AIMX
2021-04-07T15:15:36.903 GBX 27.1 14760 3999.96 Off-Book AIMX
2021-04-07T15:15:06.920 GBX 26.5 1500000 397500 Off-Book AIMX
2021-04-07T15:14:17.993 GBX 26.99 8592 2318.9808 Off-Book AIMX
2021-04-07T15:14:10.977 GBX 26.988 173 46.68924 Off-Book AIMX
2021-04-07T15:13:32.940 GBX 26.995 77354 20881.7123 Off-Book AIMX
GLA

Day low so looks like a sell but only the MM's know 100%
GLA