Member Info for mac4671

No billions are going to the West, please stop with the nonsense. The billions are going into Russia, the economy of Murmansk and therefore Russia, is increased from the inward investment. It is further increased be the international business side of selling the commodities to countries like Japan and China.

Just stop.

GLA

Fair enough Jonmo91, you probably have highlighted some concerns some may have to be fair.

If Belarus exercises end as scheduled, then next week will be a different scenario to look at. It possibly is something that may worry some, but, the purpose of this thread initially was to highlight just how far Eurasia's active interests are from any current conflict or skirmish. Business will continue as usual at all Eurasia locations, as i've highlighted, London is closer to Kyiv than any of Eurasia's interests!

GLA

Let's look at the placing to see the real picture with it, since you brought it up. Here is one of them -

"Completion of US$15m financing for Rosgeo JV"

That's Rosgeo JV financing, that's investment into Russia and the state owned system.

Yes, indeed, something may leave Russia at a later date via dividends, but, that investment gets the ball rolling for the projects at zero cost to Russia. Once in production, royalty payments and tax head to the state. Not to mention the great international business ties it will create if it is indeed China buying assets like MT at Monchegorsk.

Western pressure simply strengthens Eastern business ties for Russia.

GLA

Russian people have the controlling stake here Jonmo91, they're not going to take things from their own people. You keep wanting to ignore that very relevant part of the company's ownership status.

Any other stake is simply investment into Russia. The controlling Russian stake using their proceeds (part of) to press on with EUA V.2.0, a further addition to Russian energy requirements. Don't forget, Russia owns the land and so gets a royalty style payment on top of any tax owed to the state. You never know, an option could come up where all investors are invited to invest in the EUA V.2.0 model, negating the need to seek a lot of outside investment.

GLA

Billions are not flowing back to London, billions are flowing into Russia through this liquidity event and anything from the future Jonmo91. It appears that some of you don't truly understand the investment situation here, that's on you, no one else.

The East will continue to invest in Russia regardless, China most definitely, and seeing as they're the biggest investor in resource filled assets and operations like Eurasia's, the show will go on. Remember, Citic, who an engagement letter was signed with is CHINESE state owned.

Understand the full investment case.

GLA

What, take licenses off their own people? You guys need to sit yourselves down and actually realise what you're trying to suggest here.

GLA

It's relevant due to controlling stake interest, the company is Russian owned, between Dmitry and all of the other directors, staff etc they have the controlling stake. The JV is with Rosgeo, they are a state owned body, so, again, that is only Russian controlled.

The staff etc still have further options -

Options

-------------------------------------------------------- Valid to Number outstanding
Executive and Non- executive Directors 02/11/2022 25,000,000
Advisors and staff ---------------------------------02/11/2022 105,000,000

GLA

Mannamead1711, answer the question. Don't get abusive just because you can't answer a simple question. How many UK people work at Eurasia Mining?

GLA

Dear me Mannamead1711, you're truly on another planet if you can't figure any of this stuff out. Take it all from who, their own people? How many UK people actually work at Eurasia Mining, there lies your answer.

GLA

Mannamead1711 you said it yourself, IF. I don't work with IF's, buts or even maybe's. Eurasia will continue as usual, you forget that the Russian gov is in a JV with Eurasia vis Rosgeo. To penalise Eurasia would be to penalise themselves, it won't happen, as Eurasia are quite clearly working to the direction of the Russian gov as they make their wider industrial changes to suit the newly forming clean energy markets.

GLA

Yes i know, i can see you sat there wondering, so - 2,856 km:

https://www.google.com/maps/dir/Kyiv,+Ukraine,+02000/Kytlym,+Sverdlovsk+Oblast,+Russia,+624945/@53.7787458,27.792863,4z/am=t/data=!3m1!4b1!4m14!4m13!1m5!1m1!1s0x40d4cf4ee15a4505:0x764931d2170146fe!2m2!1d30.5234!2d50.4501!1m5!1m1!1s0x43ecb8e36d27164d:0xdc0537999bcda2bb!2m2!1d59.2003591!2d59.501804!3e0

Kytlym is even further away. That is how vast Russia truly is.

I know, you want to know the last bit, Kyiv to Sakhalin, well, that's 10,215.5 km away lol

GLA

London is closer to Kyiv than Monchegorsk lol - 2,415 km:

https://www.google.com/maps/dir/Kyiv,+Ukraine,+02000/London/@50.0588316,-2.6084596,4z/data=!3m1!4b1!4m14!4m13!1m5!1m1!1s0x40d4cf4ee15a4505:0x764931d2170146fe!2m2!1d30.5234!2d50.4501!1m5!1m1!1s0x47d8a00baf21de75:0x52963a5addd52a99!2m2!1d-0.1275862!2d51.5072178!3e0

Just putting things into perspective!

GLA

https://www.google.com/maps/dir/Kyiv,+Ukraine,+02000/Monchegorsk,+Murmansk+Oblast,+Russia/@57.9599664,15.2232967,4z/data=!3m1!4b1!4m14!4m13!1m5!1m1!1s0x40d4cf4ee15a4505:0x764931d2170146fe!2m2!1d30.5234!2d50.4501!1m5!1m1!1s0x4431761ebd85e72b:0xdbf5f7a54ca1b697!2m2!1d32.8919562!2d67.943134!3e0

The conflict/skirmish in Ukraine will have zero impact on business operations in Monchegorsk!

GLA

"Glencore, IXM Metals, StoneX, and William Rowland join the Atomyze Platform"

Business continues as usual for many -

"As platform participants, Glencore, IXM, StoneX, and William Rowland, will be able to issue, sell, transfer and redeem industrial tokens; currently, copper, nickel, and palladium. Other metals and commodities are under assessment for tokenization with different issuers."

https://www.atomyze.ch/glencore-ixm-metals-stonex-and-william-rowland-join-the-atomyze-platform/

"Britishvolt secures £40m backing from Glencore to fuel gigafactory development"

https://www.cityam.com/britishvolt-secures-40m-backing-from-glencore-to-fuel-gigafactory-development/

All foundations being put in place for the green industrial revolution, she's just warming up!

GLA

"Gecko
Must be the weather....but you really do change with the wind.....all doom and gloom and impatience today....noi doubt you will be all aggressive and ramptastic next week..." - That's just how traders operate, their sentiment swings with their present trade position. They're as transparent as the shorters tbh, usually always fixated on the sp and any little movement.

GLA

"Glencore
@Glencore
·
Feb 17
Nickel is present in our everyday lives, and essential to building a forward-facing economy.

Over the next few weeks we'll be taking you on a journey around our Nickel business, showcasing not only how we produce this vital metal, but what that means for the global economy."

https://twitter.com/Glencore/status/1494302301158318092?s=20&t=cr9s8fywhP_SIdvs8O3qgA

Seeing as we have a large amount of Nickel, the same use cases and demand characteristics apply.

GLA

"Tier 1 Scale" means deposits that are "company making". They are large, long life and low cost. Using long run commodity prices, they generate >$300-600 million per annum of revenue and are in the bottom quartile of the cost curve. They have very robust economics and will be developed irrespective of the current business cycle and whether the deposit has been fully drilled out for resource and reserves purposes. It is expected that the economics of the deposit will achieve a >12% internal rate of return after-tax."

I particularly like this part -

"They have very robust economics and will be developed irrespective of the current business cycle and whether the deposit has been fully drilled out for resource and reserves purposes"
____________________________________________

"The table above includes the Nyud deposit for which Eurasia's subsidiary already has paid Rosgeo (as announced via RNS on 26 March 2021) and the license transfer thereof will be separately announced. In the meantime, Wardell Armstrong International has presented a draft CPR under the JORC Code and the NPV model to Eurasia for review. Nyud is a nickel dominant relaunch project, similar to NKT."

It's crystal clear -

"Christian Schaffalitzky, Executive Chairman of Eurasia commented: "The Directors are pleased that our structuring is approaching completion"

"We are looking forward to completing the split of our nickel, PGM and hydrogen projects into separate subsidiary companies that allows us to execute on our strategy as previously announced"

Can't get any more clear imho

Very comfortable position sitting sipping on Hydrogen ice cube chilled Koka Kola and nibbling on Nano-Palladium chocolates!

GLA

"Christian Schaffalitzky, Executive Chairman of Eurasia commented: "The Directors are pleased that our structuring is approaching completion, as we work hard with DLA Piper and our other legal advisers. As announced on 8 February, we are making good progress despite the current geopolitical context and a separate announcement will be provided. Contrary to speculations, the Directors and the Officers of Eurasia have not sold any shares and, as the largest shareholder group, are focused on the liquidity event along with all shareholders".

James Nieuwenhuys, CEO and Managing Director of Eurasia commented: "Having worked for many years in Russia including 5 years as COO at Polyus, I got to know Russia well. My fellow Directors and I are calm and expect a peaceful resolution of the geopolitical tensions. We are grateful to the Russian people, hard working women and men including Eurasia's team on the ground that forms the backbone of our success producing the world's cleanest PGM ounces for the growing hydrogen economy making us ESG friendly across the whole value chain. We are looking forward to completing the split of our nickel, PGM and hydrogen projects into separate subsidiary companies that allows us to execute on our strategy as previously announced"."

The more tickets you have the more you get!

GLA

"We are making good progress despite current geopolitical context and separate announcement will be provided. Contrary to speculations, Eurasia’s Directors&Officers have not sold any shares and as largest shareholder group are focused on liquidity event along with all shareholders"

https://twitter.com/eurasiamining/status/1493237088866783235?s=20&t=Ql3LDltxom1NRU9lDJtzlw

It's clearly being ran through both sides legal parties imho. Make sure the wording is right and acceptable to all involved, there can't be anything that doesn't describe the deal as exactly how it is you see. That's a very strong legal point in these type of situations.

The clock is ticking!

GLA

Metal prices won't change the for sale liquidity event price, but, anything that is not for sale will still increase in value. Also, anything produced at West Kytlym will attract a higher profit margin.

GLA