Member Info for CF73

This is all plausibale Madp. Possibly YA the missing link (held back until Hope et al proper reeled in??)???

If YA is missing link, then they would incriminate themselves testifying unless they get special dispensation for spilling the beans. Can see they would've been held, if the YA link to all this turns out to be the case...

Really would've thought that the precarious nature of this struggle - the precariousness having been amply demonstrated on seemingly innumerable occasions - pretty much explained the need for radio silence. Every time we've felt some relief due to positive information, we've been hit again in the nuts. Not great but we need to get used to the idea that there'll be no news until they're ready to tell us (whichever way it goes).

You can't blame the FCA. They're useless because they not meant to be 'effective'. This isn't an issue floating in isolation from the political world around it.

About time the shorting scrotii sort got their scrotum pole caught in the mangle. Really can't stand shorting/ shorter scrotii

Nickel price volatile as hell, behaving like the share price of an AIM company at the minute. Sitting at $7.13/ lb presently.

Should've added, am in agreement with Pophaed and ODR here.

Am sure others have already saifd, but Ukraine tender isn't just about FRR's interests but is simultaneously about US interests. If FRR ose out, so does the US (just as with Georgia, if exploration and early development work comes off, there will be much larger corporate and foriegn interests waiting in the wings).

Was only just looking at the Board appointment RNS again,

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"As President and CEO of IG Copper Tom's successful development and sale of the Malmyzh copper gold project for $200 million, highlights his accomplishments within Russia. His knowledge of completing M&A activities of this scale and in this region will contribute to the Company as it continues to engage with potential strategic partners to assist in advancing the Kun-Manie nickel copper project."

https://www.investegate.co.uk/amur-minerals-corp--amc-/rns/board-appointment/201908070700061545I/

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May be just blind hope but really does feel like this is about closing a deal out. Thinking about improving market conditions and drills resutls yet to be published, and subsequently updated PFS 'living document' (am sure many don't want to hear that kind of terminology again), points to us looking to conclude. Thinking about improving market conditions, even with temporary blips, projections from variety of sources on nickel supply issues in upcoming years, can see how large-scale nickel consumers need to lock down good quality, easy to transport/'affordable' supply, they got to be looking to make decisions relatively soon. We just now need the right people to sell the project and close out the deal. This Tom chap sounds exactly the man.

LTHs got every right to be impatient, especially given desperately poor coms.

Am taking a look at AMC again because I believe the background conditions are now improving enough to make a difference

MD, even while the nickel price has been rising, it's been from severe lows. Put another way, those rises don't automatically mean breakeven/ profitability etc. We're only getting to that point (demonstrated recently by talk of the Ravensthorpe project on Western Australia reopening).

I'd agree with that Gipps, that Zaza will likely want to put out all news in one, particularly following court cases sorted. Absolutely no point putting out any news until we are safe.

I know a shorter who lost one of his three London houses. Made my eyes water when I heard him say that. Potentially a million squid in assets gone. He said he gave up dabbling the markets after that (not just shorting!!)

MD, makes sense what you say. Perhaps we're not playing to an market of possible partner parties? Russia may have preferred parties or particular terms and conditions attached to this strategic asset that narrows down to who we can work with?

May be they are able to play to a wider market of interested parties but the price nickel (including trend) is required to improve to help with impact of results and PFS? (Especially considering size of necessary investment)

Totally understand though holders' frustration around information not being released in timely manner, including after promises that would've set perfectly reasonable expectations.

As others have said, a matter of time and not if. Believe we are now heading in the right direction, with a number of bits of the jigsaw coming together. LTHs deserve something significant out of this (so do I, nursing a loss from previous).

Know that AMC are playing politics with the 2018 drill results and folks here have had to put up with radio silence. But can see the value in publishing those results at a time when the nickel price supports projections, making calculations, assumptions, modelling etc., more credible. I also wonder if not publishing those results as yet has anything to do with the prospective partners looking in, asking directly or indirectly (via the Russian authorities) for their publication to be 'managed' while they monitor the wider market? (This question/suggestion as we are clearly not necessarily the one's on the driving seat). More likely the former than the latter, but was a thought that crossed my mind...

Am open to suggestions and ideas here.

Defending TW is defending the indefensible

Is people like TW that make it a casino

Certainly been one or two dud threads lately Bugun2

Shiny - if all our key assets are developed and/producing etc. We'll have a market cap well above £45million.

All of this still remains to be seen. But Al least RHA was on the move again and we'll hear about ZULU in the coming weeks.

This thing about Circum divi is interesting

Has been previously suggested that the Circum liquidity event could realise $15million

Adjusted for exchange rate, £12.3million. That’s approx. 4 x times current market cap. Put another way, £12.3millon / 15, 000, 000, 000 shares in issue = 0.082p – compared to current SP of 0.035.

If GR intends to return all of it to holders, then that it has a value more than twice that of everyone’s present holdings (given the current SP).

So, the dividend has real genuine value to holders, regardless what some folks say

Naturally, there is the issue of whether that suggestion materialises. And we still happen to be waiting for the liquidity event after all these years (though believe that Circum are making genuine progress).

For the moment, am interested in the upcoming EPO decision (meant to be mid-August?). It would be something significant if it landed. Following Jonjo’s suggestion, Zulu EPO could open the door to a significant strategic partner (if so, what betting is Dattels?). If that happened, then can see how a Circum dividend becomes possible (given Zulu development paid for by partnership/partner: given RHA being funded to production by Zim Gov etc.). But now that he's said it, GR will be on the spot about this Dividend.

But as always, we wait to see.

Free float is going increasingly into safer hands. Soon folks will have no choice but to be paying 9p, 10 and 12p if they want in ahead of next news (not forgetting GridX news due as well as Tariff and PPA). We should be 15p on existing news let alone what's to come.