Member Info for EyeGuy

I know all about prem as I had regular emails with George roach

Christian Schaffelitzky has spoken!!!
But on the EUA RNs and not here.
Don’t forget Haneti has been championed by the great man and classed as tier 1 potential. Don’t let any LC stuff detract from that imo

Yes. It’s pointless engaging and always better to research and look into personal risks.
My PF has a lot of “Anglo” links in it.
Piled into far this morning and I’m well up. Plus Amapa is ex Anglo. Let’s hope I get lucky twice

Mike - EMH has much better liquidity which is why this BB is infested by those bashing their own shares.
Imo

Possible small overhang gone by the large ish sell which popped up the other day

The drill campaign to me makes this a bit of a no brainer. They have 50 holes at circa 40m depth.
They are looking for shallow nickel, palladium and platinum. Surely the odds of getting something decent would be pretty high out of the 50 holes?
Considering the surveys and sampling have already shown high grade shallow nickel

Obs. If loan note that’s circa £156 k at 12p
So could be it. Have to see mate

The CLN sell will be more than the monies left due to difference between CLN price and Share price. If pre sold then possibly hear this week :-)
That could be all CLN done

Agree obs. However kiran clarified the point in the recent interview which I have always believed to be the case anyway.
My point being that the likelihood of this happening isn’t related to the court order for the shipments. Also the likelihood of this happening isn’t related to the share price. A lot on here negatively spin the likelihood of this happening and timescales against a small drop in the share price and imply these are somehow related.
More realistic is that the recent large sell could be a CLN conversion and general market sentiment not just related to cadence.
In other words the chance of Amapa landing say next week would be the same if the share price is 10p or 25p. Unless we are implying that insider dealing is taking place of course . No one on here is privy to any insider information.
I’ll keep adding here as have powder dry :-)

Y1101284- I dint want to post again, but the timelines given by Maddog are not official. Its based on a guess and that's it. Why anyone would post timelines like that based on a guess? - think most know why.
For timelines it is better to look at the RNS and maybe a chink of light from the last interview. You shouldn't buy or sell shares based on what he posts or anyone posts for that matter. Always better to look at official RNS and interviews rather than a bipolar opinion on a BB.

thanks for that obs. Ill keep off the main feed for now. Lots of bears around. A few likely want to get the shares lower under the pretence of having a balanced view. Market can decide. Interesting that likely a supply cut in iron ore coming imo. Could see prices keep going up over the next few months.

Last post this weekend, but seriously Maddog, why would you want to deramp your own shares:

"this could end up at 15p if we don't get any news soon"

"they are cutting back on steel production. ore prices have gone down by 10% this month alone they forecast to reduce production by 40% from oz"

"l just can not see us moving ore till after the summer/?"

"After dev ships l can not see kdnc shipping till after the summer and that is if we get our 20% more like October2

If anyone believes that the above posts from Maddog are not the behaviour of a loyal longtermer hit "recommend"
Why anyone would want to trash their own shares based on a guess is beyond me

lmao. one ID on this site is more than enough. multi names. nope. One twitter account and one LSE account.
You can see on twitter what I'm in.

Dick said exports would be affected. No doubt mining operations would be affected at Amapa but seeing as though mining operations are not starting at Amapa this year, then that has no relevance to any argument. I think most on here see whats going on. Spread betters trying to affect sentiment by bringing up arguments that are not relevant.

Legal- just to be very clear without exports Brazil would be bust. Completely ridiculous argument to suggest ports exporting natural resources would be shut this year. The exports make the economy and without exports it would be screwed

in 2020 Brazil exported $209 billion worth of goods and the drop was circa 6% from the previous year. So the bad news here guys according to Dick, is that all exports will stop because Dick said so. But the good news is when Dick has bought his shares which he wants on the cheap the exports will mysteriously start again. Brilliant.

The following export product groups categorize the highest dollar value in Brazilian global shipments during 2020. Also shown is the percentage share each export category represents in terms of overall exports from Brazil.
1.Oil seeds: US$29 billion (13.8% of total exports)
2.Ores, ****, ash: $28.9 billion (13.8%)
3.Mineral fuels including oil: $24.7 billion (11.8%)
4.Meat: $15.8 billion (7.5%)
5.Sugar, sugar confectionery: $8.9 billion (4.2%)
6.Iron, steel: $8.7 billion (4.1%)
7.Machinery including computers: $8.7 billion (4.1%)
8.Vehicles: $6.8 billion (3.2%)
9.Cereals: $6.5 billion (3.1%)
10.Food industry waste, animal fodder: $6.5 billion (3.1%)

sorry last thing. dick, I think what you are saying is that you have sold out, or want to try and buy shares cheaper.
sentiment you judge as some" longtermers" that are probably spread betting add 6 months on to the time frame for no reason. I don't see anything wrong with sentiment bar the usual 3 amigos talk their own shares down and are terrified of the shares rising. I think everyone else on here thinks the sentiment is fine

so in summary. most of the posts from the "expert longtermers" here are complete garbage to suit their own daily trading agenda. nothing more, nothing less.
Obs talks sense though- good poster

Just to be clear before I disappear from here for a few days, the shipping is not related to the creditor settlement. It isn't the same. The multi institutions for the creditor settlement likely will work remotely anyway, and they may not be even in Brazil. pretty sure KM mentioned 3 countries.
The iron ore stockpiles to be shipped are cargo ships and not passenger ships. What. we expect Brazil to stop all exports this year? Any cut on supply will just push iron ore prices higher short term anyway which will benefit KDNC post settlement.
I think everyone is aware that at the current time the stockpiles are worth a fortune as is the mine. However the value currently to KDNC is zero as they don't own it as they haven't agreed the creditor settlement. However it is naïve to presume that no value could be added on to the share price as we are talking about the risk of this deal happening or not.

FFS. this is the oddest BB ever. We have someone saying that taking 20% of a world class mid tier or even tier 1 asset isn't a good deal. We have someone else terrified about their shares going up. And someone else adding 6 months on to the signig of the deal just because that's the number they thought of.
I think we all know who has sold or spread betting lmao.