Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Russia will continue irregardless of how this war concludes, and NN will continue supplying the word markets. Mines will be developed irregardless of how this concludes due to the demand and the forecasted sustained growth of the deficit of particular metals.. I.e PGMs. It’s sad that many appear unable to play devils advocate and see both sides of the debate.. this isn't a black and white conflict. There was a pre signed legal agreement that wasn’t implemented. You don’t need to be a Putin love to see the objective writing on the wall..I watched the revolution in Ukraine closely and caught the BBC coverage of the far right that was until recently availble to be viewed on mainstream platforms..Amnesty international confirms that Ukraine has been using civilian buildings to hide military hardware and launch counter attacks..The UN confirms both Russia and Ukraine have been vomiting war crimes.. I dont support the war for one moment, but it’s naive not to recognize the context that has given rise to the current conflict. It’s a little sad that in a democratic country that champions free speech that people resort to school yard jibes. I think it probably reflects an inability to reply to the content. So much cognitive dissonance being projected by some investors.. bless you.
Or higher caliber munition will be used, Russia could continue for many years if they chose. This has been echoed my British Military experts. Propaganda has been suggesting a collapse since the beginning. If Putins Regime were to collapse it’s likely a more radical regime will follow.. only a pathway towards deseculation and peace talks can resolve the situation now. The idea that Ukraine is going to take back these territories now without Russia responding in kind is naive. Let’s see what happens in the next 8 weeks.
So you despise Russia and it’s political system but your invested in a company with assets in Russia. Some cognitive dissonance playing out for all to see here. Talks and peace is inevitable, be it now or in 10 years. The question is the price and who pays in the end..
Unfortunately, leaked documents suggest that Russia is in fact attempting to raise over a million personnel for his army. Reports on the ground suggest that he is amassing large numbers of fighting age men from provinces that have historically challenged the status quo, this serves to stem a problem for Russia in the future. Meanwhile, should things go south in Ukraine these provinces are less likely to be in a position to turn their attention to Moscow. Furthermore reports suggest that young men are not being recruited in Areas with strong Kremlin support and of course Moscow and St Petersburg. Unfortunately wether their equipment is antiquated or not, if this force does enter Ukraine on multiple fronts, one being Belarus. Then the situation could durastically head south for the Ukrainians. Either negotiations begin imminently or there is a real chance that Russia could look to eradicate Ukraine, should they continue to attack what the Russians believe to be their soil. Irregardless of wether the west perceives as a sham or not, the reaction will likely be typically Russian. It would be naive to think that Russia has used all of the available modern weaponry in its arsenal. The more pressure Putin is under back home the more pressure there is to make a decisive move. The idea that Ukraine is going to recapture all of its territory and drive Russia out of Crimea is folly. If will be interesting to see fragmentation of European countries when it comes to Russia come winter and the energy crisis truly hits. The facts are on the table, no amount of weaponry from the west will now change the situation as far as Russia is concerned about these votes, they are taking this very personally, much like the votes in Kosvo/Serbia. I have been out there and seen the indiscriminate carpet bombing that nato sanctioned. Unfortunately as Stevo has alluded to, history doesn’t lie. You can delete, you can re represent it. But to those who have seen it, the facts remain unadulterated. Zelensky should have implemented Minsk agreement that they signed, it is what it is, the Russians were absolutely clear. Wars have been started for less.
Bang on the money. No longer fits the current agenda. Unfortunately it’s appears there is no longer a debate or free media, just a vacuum and a subsequent echo chamber.
Whilst some PIs feel duped, others are happy with the companies performance despite multiple unprecedented geopolitical situations outside of their control. UBS, DLA & KPMG clearly don’t feel like they have been duped, nor did US Wainwright fund that invested that allowed EUA to capitalize on its first mover advantage. People want Jam today which is fair enough, it’s been quite a journey. However this will come when it’s good and ready. A war in Ukraine was inevitably going ti effect the SP, which is what has happened. However Zelensky appears to think as if by Magic the war in Ukraine will be over by Winter this year. So perhaps, “shortly” however he has also said that they will retake the all of the occupied land included Crimea. So let’s see. What ever happens few will be able to all afford the consequences come Winter. Time will tell
Fantastic, got a link? This was inevitable, sanctions are hurting western economies more, specifically the poor countries. Let’s hope this signals a move towards compromise on all sides and a walk towards peace before Winter comes around..
The recirculation of information is a welcome reprieve Mac. The criticism simply means your doing a good job. Kira always appearing and lingering like a bad smell that won’t dissipate. Can definitely understand why you replied..
Toon,
Well done, what a noteworthy response you have conjured. Always there to offer nothing of any value. Good for you.
Del, I wouldn’t dream of it. I think your one of a kind, don’t make them like that anymore. Antiquated. Your welcome
Yes a liquidity event. Clearly autocorrect doesn’t always work in my favor. The narrative from the company, the due diligence being completed and the fact UBS & DLA Piper to work continuously on exactly that event, otherwise an RNS wouldn’t have been forced during suspension to update the market. So it’s not exactly a surprise that one is discussed after being relisted.. lets not conveniently loose context..
Yawn, I did indeed. Your neglecting to mention the part where I also said that it meant that the company would be validated as a result. How tedious it is to miss represent people. In hindsight you think it was the worse thing in the world? One can’t control what Aim chooses to do, but the company responded accordingly and consequently when trading resumes despite much effort from many clearly it did not effect the SP. I can only reiterate how boring you are, couldn’t you have used this time to have progressed a little?
Herbie I see you are still as boring as before. Sentiment is situational and ultimately transient. UBS and DLA still working on a liquidating event. They haven’t wasted the time and resources for nothing. It will happen when it happens. Your feelings don’t really add a whole lot to the journey. All it could take is one RNS to reverse the SP and send it into new territory. So tiresome seeing so many comments projecting peoples feelings. If you can’t control your feelings please use a lab investment manager rather than coming on LSE to vent and clog up the board with garbage.
The AGM is coming up, I think we can start to see some material news being released. Whilst it’s frustrating waiting for material news. I have trusted the BOD numerous times before and they have never ceased to disappoint as of yet. Whist it would be nice for the company to move to the sound of my drum. It would be naive to think that such a complex sale wasn’t going to take time. Dimitry was always clear that they would take the route that leads to the correct price being achieved. That implied we would have to have confidence in the intentions of the BOD in achieving an asset sale and thus an liquify event. So whilst I would like to have received material news earlier, I continue to trust that the way things are happening are for a good reason. It’s relative, attacking Mac achieves nothing. Whilst it may be frustrated for those feeling frustrated with the situation, his posts provide a platform to continue discussion and posts are very quickly losts as muck appears to posted endlessly by some posters.. whilst some may not like Macs endless optimism, in the end if a deal comes through in a week, a month or a few.. He will have been right for his optimism. Sentiment can change very quickly as it has many times before. Character attacks add nothing..
So much muck raking about the company. It’s not the critical nature that people take issue with. It’s that there is never any material information to sustain the opinions being put forward other than some dissatisfied and clearly very emotional investors rubbing on their crystal ball.. do quote me the lottery numbers also whilst your depicting the future for us all.. As has been articulated already at the beginning of this thread. No one has a firm conclusion about what is going on behind the scene, plenty of theories. Some better informed than others. But in the end you either have confidence in the BOD, DLA, UBS, WH and Aim who have just accessed the company to be in order and not least the Nomad. But yes the anonymous posters telling us all that their is internal conflict must be correct.. to many morons trying to project.
I suppose by the logic that no one is intrested you must also think that the world market is not still purchasing PGMs from NN. Or that Ukraine isn’t still paying Russia for its gas supply during the middle of Russia’s ‘special military operation’. Wake up and smell the coffee, the media is telling you one thing but the global markets continue on. I suppose you also believed the media when they were selling that the price of oil and oil companies would drop to nothing.. instead quite clearly we have witnessed the opposite. I’m sure plenty bailed based on the much being flung. Much like good old Gordon telling the people that good no longer had a value in todays world before he sold it all off.
Happy to be suspended, been here before. All the naysayers and negative spinsters come out with their pessimistic proclamations like last time. Will be happy to listen to all of the tales of sadness being posted by shorters and those caught out trading. All of this talk of accepting trash deals. There is a finance package set up should a fair price not show itself. We have held off of taking MT to production because there is quite clearly a fair deal on the table.. hence why DLA Piper, UBS are still representing us and why as has been mentioned a USA placement was made twice.. all of this fear peddling.
At no point is it implied that Russia were the source of pressure being supplied about operating within its market.
If you declare you are going to sell your stake because of the current conflict, there is obviously no guarantee of a competitive market. Unless of course your operating in a market that currently has a deficit. Clearly we have seen a fair price being paid by the Chinese to BP. Not concerned in the slightest about nationalism, nor should anyone else. Russia has more foreign investment abroad than it does domestically. It won’t be Russia that chooses to pursue that course of action. Yachts and bank accounts are being Frozen no seized. There’s a fundamental difference, just like there is between nationalism and the state choosing to protect its economy due to the collapse of withdrawal of a company from its market place. A lot of much being peddled atm.