Member Info for CPFC84

Given historical price movements on this share I am puzzled that no announcement on the money owed to Kansai has not resulted in a material decrease in the share price. Perhaps it is just commodity mania that is holding the price up.

My daily stalking of AH's LinkedIn page tells me he is still a director of Amur and NRR.

If he had been dumbed out of AMC and needed to find alternative employment I would have assumed his start date to the present may have been modified by now.

Do you mind me asking who told you this?

The TEO was probably not AH's job or responsibility. AH's focus I would imagine is funding. Therefore I would have thrown RY under the bus if I were told TEO would be on time then communicated that to the world.

IMO it is not AH's failure to take a bashing on a webinar for. He could have prevented his wife from doing stupid share sales though.

By yield he probably meant the opportunity cost of holding AMC when it is presumably (in his mind) so easy to multi bag elsewhere.

We are just small fry. Management energy is better spent on the key players who will raise the share price for shareholders be it private or (eventually) institutional.

Lets be honest. I would trust any JMS literature over anything RRR publishes ...

I still think Kun Manie is too much for AMC to handle. They will dispose for a cash sum, of which I have no idea what the figure would be post TEO but pre BFS, and then put the proceeds to increase % in NRR.

LTH won't be happy with that, more recent investors may see the logic in that.

This is why I think Kun Manie will be sold and Amur will become a mining investment company. Just IMO.

This is my thinking. If anything getting into NRR is a plan B in case something goes wrong with Kun Manie. And it is nice for LTH to have this "safety net" in case the Russian government do something unexpected. That is my number one concern, and there won't be much longer to find out. Personally I think sell Kun Manie next year after administrative requirements have been met and then look for additional investment opportunities in Australia that diversify risk across multiple commodities. Just my opinion, and there are different paths AMC can take here.

Sometimes I wonder if the investment in NRR is in case Russian authorities throw a curve ball into the mix. If there’s no Kun Manie then the company so still has a purpose over the next 3 - 5 years. That’s the only real worry in my mind but hope I am wrong.

The Apple stock app, LSE, and google all say 1.27% up.

You, me, briar, and anyone else who sold placing faith in Mr Bell, are just "stale bulls". Anyone else remember that patronising label?

He shouldn't do. Bet he was not given a hint that a £1m placing was about to be dumped on the market, thereby disrespecting the CLN holders. Helpful should feel a bit let down by what Mr Bell has done.

Longterm you have a decent amount of shares to help make that happen. You should reach out to Helpful and other CLN holders and boot the lot of them off the board.

Why do they hold so little in this company?

Interesting to see BFS will be funded by debt. That is presumably to allow time for NRR dividends to come in. I am ok with this.

I lost £20k here. While Mr Bell makes an art form of mugging off naturally trusting people, I blame myself more than anything.

If anything the derampers and naysayers are the most important posts to read. If your investment "thesis" can stand up to the points made by people who are negative then you probably have a wise investment.

In truth I should have paid more attention to people I felt were negative years ago - they were right and I was wrong.

Did anyone ever find out who IPCM were? Or indeed Kansai? Or the JV partner who had their funds frozen in a bank account in Cyprus for the Greenland proceeds? Or why Mr Bell agreed to not sell JMS shares due to a gentlemen's handshake with Mr Gilbertson? Or why RRR failed to install a competent management team at El Limon that didn't steal gold?

Only seasoned traders can make money here.

Mr Bell does what he does best, makes mugs of anyone who places faith in him.

Judging by the share price reaction if this is rocket fuel then I would not want the diesel he mentions in that interview posted yesterday.

As only £1m has been raised, it is obvious to me that all other JMS shares will need to be sold to fund the rest of the fee that needs to be settled to Kansai soon. That or another sizeable placing. I feel very sorry for anyone who has purchased shares recently.