Member Info for mac4671

'Copper in Wind Power 2'

"The copper content per installed wind turbine is 2.5–6.4 tonnes per megawatt, as follows:

Generator: 0.7–4.0 tonnes of copper
Cabling: 0.7–1.0 tonnes of copper
Transformers: 0.7–1.4 tonnes of copper."

https://copperalliance.org.uk/knowledge-base/education/education-resources/copper-wind-power-2/

"Nickel neared seven-year highs"

"Inventory levels have come down tremendously. This speaks in favour of strong demand," said Commerzbank analyst Daniel Briesemann.

"China also seems to be open to more fiscal policy support over the next few months. This should result in stronger demand for metals."

https://www.reuters.com/markets/europe/nickel-tin-boosted-by-low-inventories-china-outlook-2021-11-25/

GLA

What people need to actually think about is where would investors look to invest next after making a mint from investing in Russia?. They're/we're going to look at other Russian opportunities that come about.

If one Russian AIM tiddler has been thoroughly looked after by the gov there, what does that point at?. That all Russian AIM tiddlers will be looked after.

Also, if NN end up as the buyer and Eurasia investors have a wedge to play with, would it make sense to throw some NN's way due to the present outlook for metal demand and pricing, also, their strong dividend paying habits?

GLA

""why would the Russians allow billions to flow out to a tiny AIM company." When you think about it, that statement does have some merit." - No merit at all. It shows the strong investment case for Russia, there is an awful lot of foreign investment in Russia these days.

"Despite the crisis caused by the COVID-19 pandemic, foreign investors continue to perceive Russia as one of the most attractive regions for investment."

https://www.ey.com/en_ru/attractiveness/21/european-attractiveness-survey-2021-russia

It's not about the size of the AIM company, it's about the size of the resources that they legally have first mover advantage over.

And Norilsk for me, or, a consortium involving them.

GLA

Consortium involving Norilsk or Norilsk themselves, Norilsk still arrives as the most likely buyer for MT at Monchegorsk.

I see some green replies here, they must still be struggling for angles. Have fun with your shorts, i know i am at their expense.

GLA

That's definitely the consortium which was stated, the consortium is on Rostec's side of the table -

"The new owner, according to Andre Chibis, the Governor of the Murmansk Region, is a consortium from the state run technology corporation Rostec and a private partner"

If you look further back Norilsk were originally going to cooperate with the intended development -

"Cooperation with Norilsk Nickel was also considered. The enrichment work was supposed to be carried out at the Severonikel combine, another Nornickel company in neighboring Monchegorsk. The licensee was expected to produce 150 thousand tons of concentrate with an average content of platinoids up to 100 grams per ton starting in 2010. This is a rich ore."

When they talk about Norilsk in Monchegorsk it is this arm of Norilsk in which they refer -

"Kola MMC JSC"

It's interesting that i'm struggling to find it via google. It's linked in my history somewhere, i might dig right through it to see where.

Not everything remains on the internet however, i found that out with the mining valuation walk through on the valuewalk link, that has been pulled off the internet for some reason. It told you and taught you how to value mining companies and mining assets.

GLA

I'll try and dig out the article that named this consortium -

(Gipronickel Institute LLC, Mechanobr Engineering CJSC, JSC Pana, Kola MMC JSC, Apatit JSC, EuroChem MCC, JSC "Kovdorsky GOK", JSC "Polymetal", etc.).

GLA

Indeed, everything i've looked at so far is down.

Asset sales for Eurasia, no Covid variant can change the agreed valuation on things between Eurasia and 'the buyer' at this stage. If those details don't arrive shortly we have NYUD license and JORC which has the potential to instantly double our currently held Monchegorsk area resource figure.

All to play for and any dip is just an opportunity to grab more for most LTH's at this point.

GLA

Rent free TheBeastofBodmin, totally rent free lol

GLA

For. . . "prioritized mineral centers of economic development". . . . . . Kola

NKT and NYUD from some years ago. They've been exploring the area for years now tbh -

"Department performance for 2014-2018

Feasibility studies and scoping prefeasibility studies were completed for development, geological study and mining operations at the following deposits:

NKT and NYUD PGM occurrences, Monchegorsk ore district, Murmansk region, JSC Severo-Zapadnoye PGA.

Federal contract execution

Federal contract “Work on investment projects of prospective precious metal and other nonfuel mineral deposit geological study within the prioritized mineral centers of economic development”."

http://www.tsnigri.ru/en/otdel-geologo-ekonomicheskoj-otsenki-mestorozhdenij.html

Years upon years of exploration to arrive at the point their coming to, JORC and an accurate picture of what the area contains resource wise.

All done by professionals who know exactly what they're doing!

GLA

Due Diligence is DONE - The clock is ticking - executing a final contract for sale!

Always good for getting under their skin......

"M&A due diligence – Due diligence is an exhaustive process that begins when the offer has been accepted; due diligence aims to confirm or correct the acquirer’s assessment of the value of the target company by conducting a detailed examination and analysis of every aspect of the target company’s operations – its financial metrics, assets and liabilities, customers, human resources, etc."

https://corporatefinanceinstitute.com/resources/knowledge/deals/mergers-acquisitions-ma-process/

Several transactions -

Christian Schaffalitzky, Executive Chairman of Eurasia commented: "The Directors are delighted that we are advancing several transactions concurrently. We see competition for Nickel-Copper-PGM assets (with a similar basket of metals like ours and the assets included in our agreement with Rosgeo) increasing on a global scale".

And we arrive here -

"Purchase and sale contract – Assuming due diligence is completed with no major problems or concerns arising, the next step forward is executing a final contract for sale; the parties make a final decision on the type of purchase agreement, whether it is to be an asset purchase or share purchase"

That's all we have to wait on at this stage, they'll have their financing in place and step 10 comes after we vote on the disposals via a EGM.

All indicators point Norilsk's way, the consortium which took over Federova Tundra early last year imho.

GLA

It's absolutely crazy the amount of metals required for the wider World transition Kingybob. Dogger Bank, that's an interesting figure right there, it certainly puts things into perspective!

GLA

'Copper in Wind Power 2'

"The copper content per installed wind turbine is 2.5–6.4 tonnes per megawatt, as follows:

Generator: 0.7–4.0 tonnes of copper
Cabling: 0.7–1.0 tonnes of copper
Transformers: 0.7–1.4 tonnes of copper."

https://copperalliance.org.uk/knowledge-base/education/education-resources/copper-wind-power-2/

Insane demand scenario forming for Copper, lucky we have plenty at the Monchegorsk assets isn't it!

GLA

"Inventory levels have come down tremendously. This speaks in favour of strong demand," said Commerzbank analyst Daniel Briesemann.

"China also seems to be open to more fiscal policy support over the next few months. This should result in stronger demand for metals."

https://www.reuters.com/markets/europe/nickel-tin-boosted-by-low-inventories-china-outlook-2021-11-25/

GLA

What, so it's an almost $2.10 divi per share rather than the close to $21 per share mentioned?. They're still doing well either way tbh, there is plenty money in green metal mining these days and there will be long after we're all gone!

GLA

Interesting that you bring up other boards marik. Perhaps they're used to having the run of things on what they target on LSE?. There isn't anything they can do if shareholders simply take a stand, report, filter and keep the company facts in circulation.

They lose every time if the company is legit.

It's became like an almost full time job countering them on here tbh. If covid hadn't struck and we hadn't had so much time on our hands then it's perhaps something that you wouldn't notice as clearly.

They perhaps have done the CFD trading for a long time and had just got used to posting as they please to try and drive sentiment?. How long had Jub been doing it before getting caught with their pants down and going bust for example?

GLA

I've just saw that pop up on twitter, indeed it's still very dangerous, i guess that's where our mainly open pit nature have a real advantage.

Very sad thing to read.

GLA

Arsenalles indeed, 1p per green binned account would be lovely right about now. It could be a very good way to compensate us poor investors who have had to put up with their nonsense for so long tbh lol

A grand in Monkeys, that would be some SP target!

Pk73, if it were that easy every one would be green binned and i would be posting to myself. Stroll on up to the BOD, that's £20 a share please as i've counted my green bin total, thank you lol

GLA

Jonnybgood50 lol. It fills fast at certain times, a lot have been added over these last couple of weeks. They're never around and never have anything to say on the days where we have had constructive conversation on here, they just appear to disrupt, sow seeds of doubt and prey on the newer investors.

Monikers like wolf, when really it's just a poodle puppy. The new accounts get binned and they realise that they're not getting anywhere, so, they start from their older main accounts. Same game every time, same material used.

They're just criminals hoping to deceive people, give them no air time, give them no room for manoeuvre!

GLA

This week has been a very busy week for adding them. It is no coincidence that monitored short positions increase and then comes the noise on this chat board and elsewhere. Desperate CFD traders frantically trying to drive peoples sentiment in the hope the can cause people to sell and things will head in the direction they want.

Don't listen to them, report, filter and keep a tight hold of all of your Palladium tickets.

GLA

Spotify lol. It's amazing how the short positions increase as monitored by some, then, as if by magic, a group of posters show up bigging themselves up etc. Surely they have new material or a different approach by now?

GLA