focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I like to keep my handles similar. I just opened an ISA a week ago and bought EUA. So that would be a nice result as well.
Come on DP18
I have done exactly the same and left a response under my ADVFN handle. If it happens i shall thank him as i will be a millionaire. Come on Daveparker18.
The amount of anti Russian propaganda on our media is unreal. if they were going to invade they would have done it by now. Besides I think many Russians are against this due to Ukraine Russian family ties. It's all politics.
If we can hit £1 a share. That means i can earn an extra £10,000 a year through some funky pension shenanigans without taking benefits as I am not old enough and all my 1m shares are in a SIPP. It does mean I can retire very early, subject to how the government rules might change. Anything over £1 is just a bonus and increases that income. I might even set up a SSAS and loan myself the funds to set up a property company. The options are exciting. Lets see what happens though.
https://twitter.com/eurasiamining/status/1482004609698865154?s=28
There are 3 x 1 trades
Comparing these resources with the resources of Eurasia, as well as with the resources of the Eurasia Mining joint venture with Rosgeo, we can say that the planned publication of resources on JORC can become a serious catalyst for the growth of the capitalization of Eurasia Mining.
Of course, the natural conditions and country risks in these projects are different. All other things being equal, investors will prefer Australia over Russia. But Brazil and South Africa sound comparable, though more familiar to the ear of a mining investor. By the way, there were 5 contenders for Santa Rita. The four losers may well pay attention to Eurasia Mining.
We will continue to follow the fascinating price wars. From the nearest catalysts, we will wait for the release of a report on Eurasia Mining resources under the JORC code. Let's compare with Chalice, where a similar publication of inferred resources led to an increase in capitalization to $2.3 billion. And let's see if the fever gets to Eurasia Mining?
We will not hide: we hope for a similar development of events, since we have been keeping paper in a portfolio in the subscription service for a long time. If our calculations are correct, then the capitalization of Eurasia Mining has a very good potential for growth. In positive scenarios, it may not even be about tens, but about hundreds of percent. Do not forget about the negotiations on the sale of a controlling stake by the current shareholders – it may become another trigger (it is not an investment recommendation).
#metals #platinum
@bitkogan
About Eurasia Mining (EUA LN) and prices for platinum group metals (PGM).
We recently wrote about platinum and possible triggers that can return interest in it (primarily about its role in hydrogen energy).
Now green topics are, in principle, interesting to investors, sometimes even too much. Therefore, the price wars around platinum projects do not subside, despite the fact that now platinum itself cannot be called expensive.
For example, Impala Platinum and Northam Platinum are competing for Royal Bafokeng Platinum. Even on the open market, stocks are bought, since the beginning of October they have increased by 2 times, to almost $ 3 billion. It is dangerous to get into such stories, although it is romantic – buying up the rights to develop mineral resources from local tribes. However, the interest and activity of investors are remarkable.
As for Eurasia Mining, the story here is not really about platinum. Her basket of metals is closer to the basket of Norilsk Nickel. But this does not change the essence: there is no less interest in nickel and cobalt. And it is clear why. Nickel is one of the key metals for electric vehicle batteries. Elon Musk loves him, now nickel is trading around $ 20 thousand per ton. According to our estimates, the share of nickel in the Eurasia Mining basket could already exceed the share of palladium.
Projects with a nickel + PGM basket in the world fly away quickly and are not cheap. Sibanye Stillwater recently announced a $1 billion purchase. plus 5% royalty of the Santa Rita nickel deposit in Brazil. Eurasia Mining has a similar project. In 2020, the company received a license for the NKT project - the restart of the previously operating nickel + PGM asset, similar in size to Santa Rita. This is not counting other large assets on the Kola Peninsula and in the Urals. So, if we evaluate the quality of assets for similar transactions, it turns out that it is already significantly higher than $ 1 billion.
In general, what is happening in the world with battery metals can be called "battery fever". Take, for example, the Australian Chalice Mining Ltd. Its capitalization is already $2.3 billion. To do this, it was enough to publish a report on the JORC of resources of the inferred category, and it will take time and investment before the start of production and sales.
https://twitter.com/r1exg/status/1461259025736249357?s=12
Take from ADVFN
Anybody seen a any little gems on Twitter from those who seem to be able to find news ahead of its release.
What the band have gone!!!!!
I was bored in Tesco reading the AIM 100 article In Investors Chronicle. The rating from them was avoid. A bit harsh I thought but on reflection hardly any stocks were a buy. I guess they have a big fence to sit on.
I've missed something, where is this special dividend mentioned.
Poor spelling meant Rare Earth and fact not fat. Fat thumbs at 8.22
So nobody has a clue what is going on here. More twists and turns than an agatha Christie mystery. Could the link up with Japan have any link to the fat that Japan discovered a 700 year supply near Tokyo to give them the market. I don't know how it links but I feel it does. Good luck all.
I will be lambasted for being a newbie on the board, but I have been in this share for years and currently sat on a very healthy profit. I enjoy reading the posts and thank all the sensible posts. Good luck all, our day will come. In the words of take that 'have a little patience.