Member Info for mac4671

Until you have a signed binding deal then you are always considering the options on the table, it's just basic knowledge tbh. Even progressing a favoured option, more options could arrive during the journey of doing so. To ensure that your business plan runs smoothly you always have options B and C, just in case option A somehow falls through.

GLA

I think that most will agree that we're all due the news on this front -

"Possible sale of Russian assets

The Company continues to consider options for the sale of all of Eurasia's interests in Russia. These include the West Kytlim operating mine, the Monchetundra Project mining license, the NKT brownfield project, and the entitlement to the Nyud brownfield project."

What better time than the AGM . . . .

GLA

Special resolutions to vote on is my guess, voting through the sale of assets -

Date Event

June Annual General Meeting

https://www.eurasiamining.co.uk/investors/corporate-calendar

Just wait for the announcement and see if the theory works out!

GLA

Always remember that, the more time that passes since they answered questions the more likely it is to land.

A nice and easy waiting game for us real LTH's.

GLA

FJH, i disagree -

"According to a report in December by the Eurasian Development Bank, Chinese investors have become more active in Russia, with China’s foreign direct investment (FDI) growing by 27.4 per cent from 2016-22."

https://www.scmp.com/economy/global-economy/article/3214285/what-trade-investment-relationship-between-china-and-russia

GLA

CS is a good man, he's done an extraordinary amount of global geological work over his career, he deserves to put his feet up and relax.

GLA

Engagement letter signed with Citic, and, well, they agreed to work on a success fee basis and are still here -

"The Banks have agreed to work on a success fee basis, so that their motivation is directly linked to a successful completion of an alternative asset transaction superior to those outlined in the announcement of 15 September 2019. The interest from the Banks is originating from the recent palladium acquisitions namely Stillwater for c. US$2bn by Sibanye in 2017 and NAP for approximately CAD$1bn by Impala Platinum earlier this month. The title of the slides for investors prepared by VTB Capital is as follows: "The Last Non Consolidated Palladium Play"."

It has been extraordinarily long however, longest process most will ever witness no doubt!

GLA

Indeed, news will arrive quite soon in all scenarios.

I'm personally quite relaxed waiting, if UBS or any other critical third party had left then we would have heard about it by now. They're all sill here, which can only mean one thing.

GLA

It's just a matter of time.

The board here reminds me of the suspension days, make of that what you will, a shorting company collapsed shortly after the suspension!

GLA

I'm not sure who saw this, but, well -

"EC’s von der Leyen claims 'no knowledge' about Zelensky’s idea to blow up Druzhba pipeline"

https://tass.com/world/1617839?fbclid=IwAR1I5xvYz8QQf_k3_nYJS3PB8O3bb93S2u-N7uM8We5q1BGgZmHXYwpy2Vw

If he had been living in the UK and had those plans, then he would have been behind bars a long time ago, just saying!

GLA

That has been the case since day one tbh, it is truly bizarre that it has taken this long for someone to speak out about it. The time between the start and now has simply cosy many lives.

They could have just been a none military aligned EU state, they would have had EU protection and no conflict would have taken place.

GLA

There are 195 countries in the World. . . . . this is only the beginning of BRIC's growth imho

GLA

How the real numbers actually work, minus the number of West countries from this figure and like magic you have the number of countries that can be traded with. The West is a tiny % of the World, even though it tries to act like it is the bigger percentage -

"There are 195 countries in the world today."

Here's the alphabetical list, just for you, because you're special -

https://www.worldometers.info/geography/alphabetical-list-of-countries/

GLA

All sanctions are to do with trade, you can't sell X to them and you can't buy Y from them etc. To be sanctioned you have to trade with the West lol

GLA

They can't sanction something that does not trade with them. Eurasia sell to BRICS.

The IQ behind these nonsense spins is bizarrely low!

GLA

To be tokenised . . . . . . . . hence Lybrion recently

GLA

This is good, it creates a demand bottle neck which increases the price.

All Eurasia's metals are sold to BRICS entities in any case.

GLA

Pay attention to 13 -

"Q13. Well that $200mill deal there, how does your resource, your PGMS and your amount of Pd compare to theirs?

That project, which is across the border in Finland, at the point in time of the deal in 2008 or earlier in fact, when I started to invest in Eurasia, that project was in an early stage. It was difficult to judge what kind of resource they had because since then our projects have dramatically improved. And this project has definitely developed. But the NPV of that project, on the basis of some kind of pre-feasibility study which they had [a really early stage PFS] the NPV was about $90m. At a discount rate of 8% or so. So it was quite a small project NPV basis and it was acquired for $200m. First Quantum that acquired it realised the fundamentals of the metals being acquired and they recently sold it to Boliden for $700m and done a good job!"

GLA

See if this works -

"Dmitry Suschov is an investment banker with extensive experience in the resources industry having previously worked in major investment banks, as well as PricewaterhouseCoopers and Ernst & Young as mining & metals leader in corporate finance for Russia and CIS. Currently, in addition to Eurasia Mining, Dmitry is a co-founder and a supervisory director of Lybrion, Goldman Digital comradeship, international digital investment advisory companies, and a shareholder and strategic finance counsellor of the large European accelerator Moonwalk, holding for more than 20 early growth companies."

https://a8.life/2019/10/30/eurasiagrowth/

GLA

Sorry, i see links now don't work . . . . Lybrion facebook page, you'll see Dmitry. This is old news to LTH's by the way, we knew it was in the pipeline, but, it is always good to see things materialise.

GLA