Member Info for Ibizamatrix1998

Hi Ian, £128,800

GLA

Morning Ian, please can you add me to the guess list for Thursday 21st October?

GLA

Hi, I am also not in the group, but please feel free to add my 1m shares also.

GLA

Hi Onassis, Anglo Amercian raised $15bn a few months back but apparently that was a standard capital raise? Love the ACF upgrade (cautious and conservative). If we do get positive JORC confirmations, can EUA really have valuation of $10bn?

Jeez louise, my heart is a flutter.

GLA

Hi Jon, incredibly since August 2016 and still holding.

GLA

Hi Haus, I will be up for that in York is all comes good. A long time ago, a poster was collecting emails for those who wanted to celebrate in York, but not sure what came of that.

GLA

Hi Lenoman, if successful, I would prefer to take the special dividend as I have been waiting over 5 years now, but maintain the shareholdings for future potential regular dividends. I am very hopeful based on recent developments that this could be possible.

GLA who have held firm and strong throughout the last several months.

Hi Veen, I would like to see £0.34

GLA

Hi, OK I will take the bait. based on all the new information to hand (and a lot of assumptions), I will say £0.61.

GLA

Hi Spoon, great effort with the calculations. With this new information to hand, how do you think this will underpin the SP? The ACF report highlighted six wash plants in time working in one of the largest alluvial mines in the World. Will the 165kg continue in a linear manner per washplant, or will the washplants be able to create greater productivity and profits than in 2018? It is a good start, but as with all things EUA, probably just the tip of the iceberg.

GLA

Hi TDT, thank you so much and I hope the correlation remains intact for the next four months. Will the 2018 drill results finally be revealed in the TEO and what would a good outcome look like? 2m tonnes?

GLA

Hi Blue, The price of nickel is now $8.84/lb - what is the tipping point to make this project more viable? I remember AMC using $8.50/lb is the project analysis, but I think TDT thought it might be more like $9/lb? Does RL think this project is viable at this price or higher? Is sentiment changing as a result of the nickel price? I also remember a poster higjhlighting the curent nickel holdings - can anyone supply that information and when the demand may exceed the current stockpiles?

GLA

Hi Euro, I am here since 2015 with an average of £0.05, so there is still some way to go yet before I am back in profit, but good to see some old names popping up as well. TEO in December 2021?

GLA

Hi Amers, as you have realised significant gains from reducing your holding, you have bought back in and will invest further at £0.15. Why do you see value at £0.15 and importantly, off all the AIM stocks to consider, what is the compelling reason and trigger to reinvest in EUA?

GLA

Hi LB - I think Rowka had £3.50 and Hoochy had £35 - loving the chart though!
Dealer - do you think there could be an RNS about addiitonal licences or a confirmation of resources/reserves prior to the "big" RNS? I know RNS can drop at any time, but do you think that all the ducks are now lined up for the credible company to make their offer?

GLA I know we are bored waiting but there is no need to tear strips off each other.

Hi Ian, That is great news and it must have been an agonising wait to get the results. You take care and look after yourself. How will this affect the Thursday breakfasts?

GLA

Hi, The ACF report is also not commenting on the rhodium either which is located at WK - adding to the sugestion that MT, MT flanks and possibly NYUD could be going to a buyer. How much of the additonal 13m oz will be factored into the final purchase price? At 5% and $2,200 per oz that is a further $1.5bn on top of the already earmarked $2bn. $3.5bn final purchase price?

GLA and have a wonderful weekend

Hi Stevo, 15m resources, but not reserves, until proven. I think we are working on 2.2moz reserves and the oher 13moz are resouces to be proven to JORC standard (unless there is a Russian buyer). I stand to be corrected.

GLA and have a fabulous weekend.

Hi Coldors, The licences and flanks have been achieved, as has the JV. Professional advisers DLA and UBS still working on our behalf. The RNS should be reassuring enouugh for you. Has anything deteriorated in the investment thesis since your first investment? It has only got bigger, the question is- how much larger has it actually become? Sell MT & WK as a stepping stone to the JV to prove up over the next two years?

GLA

Hi Chique, In short, there is very little value here so it may be better to look elsewhere? Oh wait, or did you miss something?

GLA