Member Info for DanielC43R

probably LC on holiday spending all the placings money and wondering what delay boglogs he can come up with this time. GLA

is nice and honest here. Very few 'trick trades' which is very reassuring. Not so at Kefi where there are hundreds of these 'trick trades' from the MMs I guess. GLA (PS. does it really matter who the random, and very wealthy, people are that can afford to buy more than 1% ?)

still occurring a lot. Gives the impression that there is some significant trading going on. Does put a negative on this stock sadly especially after that great RNS. GLA

Cheers AstonDB9 for that. I am with HL so will have a look. GLA

what little box Aston DB9 ?

£2.16p a share then dafad. GLA

nice point JR934. Only £150m out then. GLA

For valuations just be sure to include the AISC otherwise the valuations are going to be way off.

Reposted from yesterday - so many posts.
The AISC are $300-400/oz. DS on you tube (cheers B1ll, you were spot on, it was Proactive) 30/10/19 quotes this around 4-5mins in. Search Eurasia mining to find it . So about $27m yearly profit at WK at full 64K oz production (based on Pt at $826/oz) and using $400 as AISC. For 1M oz of Pd at MT about $1.2b yearly profit (Pd $1951/oz and 80% ownership). Just my estimates assuming 100% Pt at WK and 100% Pd at MT using AISC only. Pt is the cheap metal at WK but not sure of % present of the others, I think Pd at MT is around 60-70%. So about £1b profit a year at full production for over twenty years, which is nice.

I think the best info we have comes from the ACF report, just add 30% to the figures as the flanks is approved (just waiting for licence). Would love the SWS estimate but I think that is for comedy effect only. Just my thoughts, happy to be corrected of course. GLA

Flanks application is approved as of May 2020 and just awaits sign off by SevZapNedra. GLA

just musing, but $1.2b profit from MT each year for more than 20 years at the 1M oz production rate and assuming 100% Pd. A sale of MT should be worth more than a couple of billion surely ? IMO GLA

The AISC are $300-400/oz. DS on you tube (cheers B1ll, you were spot on, it was Proactive) 30/10/19 quotes this around 4-5mins in. Search Eurasia mining to find it . So about $27m yearly profit at WK at full 64K oz production (based on Pt at $826/oz) and using $400 as AISC. For 1M oz of Pd at MT about $1.2b yearly profit (Pd $1951/oz and 80% ownership). Just my estimates assuming 100% Pt at WK and 100% Pd at MT.

I think the best info we have comes from the ACF report, just add 30% to the figures as the flanks is approved (just waiting for licence). Would love the SWS estimate but I think that is for comedy effect only. GLA

Positivevibes - Do we know what the AISC are for the copper ? Even at 10% $150M would give a considerable re-rate IMO.

For the gold, taken from TK rns 1/7/20;

The Company has now refined contractual terms for project construction and operation. Estimates include open pit gold production of c. 140,000oz pa for a 7-year period. All-in Sustaining Costs (including operating, sustaining capital and closure but not including leasing and other financing charges) remain c. US$800/oz. Tulu Kapi's Ore Reserve estimate totals 15.4Mt at 2.1g/t gold, containing 1.1Moz.

About $800M worth of gold I think. GLA

cheers B1ll for that. Quite some asset EUA have at MT. I really think DS wants £2.16p a share - makes him a billionaire HeHe. GLA

a familiar occurrence on this board FSA15. Maybe the seller is out (HeHe). Roll on more roll outs and RNSs. GLA

Does anyone know what the AISC of the ca. 30M ozs Pd that Eurasia have is ? A conservative £300/oz (Pd is ca. £1500 oz) gives £9Bn, which is nice. Would like to see a revised ACF report now Flanks are approved. I see Eurasia is back on SWS at £8.69p as fair value (I would not complain if we even got a quarter of that). GLA

Over 7p on google now. Better. GLA

Sorry for mistake on buys that I thought (wrongly) were sells. So, 3p max then if t/o after 6 months or so? GLA

Nice words CostaMooney. Have failed badly with no exit strategy tbh, so will work on that with my 17 stocks. EUA being AIM is of course a little negative when compared to Cobra, but it is a fully funded operating miner. Will let the winner roll seems to make sense. Have a modest 250K shares here currently but with that high average of 2.3p. GLA

16 others incl. Kefi (doing ok atm re.SP/production 2022), GGP (mre this year, drill results been positive), Dev Clever (roll out of product to various markets - just have to put up with weekly cross rampers), Vast (production starting July-Aug 20), Cobr (drilling to commence - slow burner this one but main market and low number of shares/mcap. Bought in on spike though - Doh).

My current dogs incl. ESL, UKOG, ORCP, Boil, Kat, Kod and Lek.
GLA

That was weird timing of my last post share-talk. The wait is over, or is it just the beginning of a substantial re-rate for Eua. Now I have a real dilemma - leave Eua to rise or sell some and average down here. GLA