Member Info for Kammy18

Very confident of mutually beneficial agreement

Treadingcarefuly...I can use that analogy, just as you and others use the fear factor.

You missed the point, if you had an asset worth £2b (example), would you let it for £250m? I accept the conflict has changed the landscape, as I stated, I rather EUA go along the lines of production, but definitely not give it away.

People are bored, its raining at the cricket, Australia have made a decent start, nothing to muse about apart from EUA.

Heard this nonsense so many times, its not just about what a buyer is willing to pay, its also about asset value.

Imagine going into a BMW dealership and offering £10k for a M3 priced at £80k, and if another 20 customers did the same, you think the dealership would let it go for £10k?

The BOD will not give in to chances, it won't be a Sunday car boot sale, this is high end resource, in my opinion, more than 1 buyer interested. Even a whiff of peace talk between Russia/Ukraine the sp will react in a very positive way, we even need to ask Ian to dust of the cobwebs off the SS-EUA1 rocket :-)

Even at 10p, that would value the sale at approx £300m..... no way the BOD or shareholders will want to give this away

Chessmaster1234...this is all your opinion, conjecture

In my opinion, shareholders are not looking at a fire sale, yes the conflict has to be taken into consideration by any buyer, but, remember the/any buyer is not looking at tomorrow, month ahead or year ahead, they're looking at minimum 10-15 years ahead. The BOD and EUA been established in Russia for some 20 years they will not want to let this go some measly amount. Your suggestion of 6-7p won't wash, on paper is looks like a 100% to 150% increase, impressive, in reality the BOD will not entertain daylight robbery and I for one would vote against it.

Refuse silly offers and go with the SS deal instead.

Kammy

Scooby...we're selling, however, there are no guarantees, none what so ever, there reasonable to get a yes vote on 6&7.

Is this what you wanted to hear, the fact a sale might not happen?

Next question pls

Its on FB, but its a private group, request to be made a member.

What you on about?

You honestly saying Till should known a war was coming? That would be classified as inside information....you for real?

The moment the conflict started, Till changed is position, in his early posts he repeatedly stated 'everyone for themselves'

In terms of of peeps taking reassurance from strangers, well more fool them.

First rule of investment, do your own DD, research, don't dive into the deep end and then remembering the skipped swimming classes!

Kammy

Scuba101...thats a valid question, there is no or right answer. Having said that, I have repeatedly said rampers and de-rampers are equally dangerous, both set can cost people money. I'm in project management, so key part of my role is about assessing risks (not just rewards or the end goal), therefore I'm open to opinions and views so long as they are backed with reasoning or logic. If one of my team members came up and repeatedly shouted projects doomed, I'd ask for reasons, evidence, and also for mitigation. I would not put up with constant doom mongering without any fact or reason.

Anyone who says he/she has inside information is lying, in over 20 years of investing, I've yet to come across an individual who has direct access to a board member and or price sensitive information, so these kind people and their statements should be taken with a large pinch of salt.

These boards are a great place to discuss pro's and con's, and share information, and if used and shared properly can enhance peoples knowledge and hopefully lead to better investments and returns.

In the real world though, these boards and platform get overrun by the bored, jobless, insane and anyone everyone with access to the Internet.

Kammy

Agreed, Putin should have kept up the charade, i.e. Russia is mightt and powerful.

Its now for all to see, apart from the Russian nukes, its military is 2nd rate, lack high tech, planning, strategy.

In all honesty, I thought this conflict would be over in 2 weeks, Russia would streamline Ukraine, but no, Ukraine stood firm (good on them to defend their motherland). From the pics and few streams, it looks and feels like a conflict from some 60 years ago....

Because I give everyone the benefit of doubt, here and in life in general, until such time they are at complete odds against me...then its case of cya!

Good luck with your investments

BBaggins

Big difference between the two, as if you don't know.

True/genuine investors discuss with reason, before and during investment will assess and re-asses risk/reward, but with reasoning.

Just shareholders, they keep telling us they are invested, yet every post of their is contradiction, full of bile and negativity

Rickstars...green binned

Nutjobs won't be allowed live rent free in my head...feck off!

Wolfi, I gave you benefit of the doubt, thinking you're a reasoned pi, but your consistent negativity, doom and gloom, snide remarks won't be tolerated

In the bin you go

BB looks and reads much better than that melting toffeee...filtered!

No problems with reasoned, sensible debates, always good and healthy. Have zero time for persistent parasites who keep repeating the same mantra, or twist and turn to suite their agenda, mood and feelings towards EUA.

Opinions and views aside, just like to thank you for collating and putting forward the list of questions to the BOD.

Much appreciated.

Kammy

I agree, the BOD will only consider a good offer, this won't be a fire sale (in my opinion)

If all else fails, go with SS, I can wait, and look forward to annual dividends

Kammy

Scooby

He didn't say it won't be heavily discounted, neither do you, all opinions.

I think we can all agree, it will be discounted (and so it should be if the war is raging, or sanctions remain), the question is by how much? 25%...50%...75%

Pick a percentage, and lets start another round of crap...... FFS, nobody knows, no one here will be able to justify the % discount, therefore pointless debate.

Unless of course you want to play 'I'm right', and 'you're' wrong' all day long.

AMC didn't disclose their DFS, shareholders were told take something under 2p....or take a hike

Not saying the same will happen here, but it would be wise for the BOD to publish the DFS at some point before any offer is put on the table for shareholders to consider. The flipside, if they were to do that, they would also have to justify the 'war' discount if and when an offer comes thru well below true value.

Assuming conflict is on-going when an offer comes thru, true value will be discount, but by how much? Thats a debate for another day I guess.

Kammy

Outofreach

If only it was that easy, we're dealing with people hellbent on causing disruption, and I sense they have mindset issues too.

No matter what is put in front of them, they will turn and or find a different angle to re-start another round of their b.u.ll.sh.it.

We can either try and counter the more disruptive trolls, or simply stay silent and starve them of oxygen, but, sometimes its difficult when the attack is relentless on a share you're invested in.