Member Info for mac4671

Don't have ro temper anything Will, it is perfectly fine to have a theory of how you think things will go. Indeed the BOD are the only ones who truly know, so, guess what, yes that's right, it leaves us creating our theories as to what we think will happen, that is the nature of the beast i'm afraid.

My theory stands based on everything i know to date. An hour is a long time, they will require quite a lot to talk about, even more so with investors being in suspense for 2 years now and them knowing fine well what those inveators will be asking about. It's not 10 investors like the number who used to chat on here prior to Oct 19, there's potentially thousands of Eurasia inveators now and all with thwir questions about the sales etc.

GLA

It's asset sales magnum not a company sale, they have always been able to sell WK and MT + Flanks, the areas that they held at the beginning of the FSP.

Rosgeo JV is an entirely different entity to the rest and we currently don't own anything there until NYUD lands.

GLA

Both sides have a theory, i and others have our theory, the other side have theirs. When you have a theory you provide your reasoning behind it and any evidence that backs it up.

My theory is based on previous BOD and social media habits, clear sale process NDA's being in place, who exactly of the team are going to the presentation, amongst other things

The other side appears to think they'll talk about the Risgei JV for an hour, i just don't see how that woukd be the case with zero Rosgeo JV licenses currently in play, you wpuld require NYUD license landing RNS prior for an effective discussion.

GLA

Fenakit there is no attack, i have asked some questions and provided some reasoning as have the other side in this discussion. You really need to stop taking things personally, this is a discussion board, so, if people disagree about how things may go they're going to discuss it.

GLA

They can't skippy due to the clear NDA's in place and clear advice on social media, public silence and the like.

A lit of you are very new and don't realise that public appearances and social media updates were a regular oart of Eurasia prior to the sale scenario. Not one BOD memeber has been in any publuc environment through the entire process, now 4 are appearing.

They can only discuss what is in the PUBLIC domain, that is the case in the normal run of things never mind the very late stages of their comoany making M&A process and strategic options.

What do you think investors will ask about on Monday? Do you think it would be good or poor if the BOD could not answer the quite clear queations that will head their way?

Investors have waited 2 years since that original bank RNS of Oct 19, what do you think they're going to smash that question button asking about? How efficient would 'sorry we can't answer that' be at such a large international investment presentation?

GLA

Bobzrig, M&A is structured, they set times for certain things to be done. They know fully well when things should arrive at a conclusion long in advance, they left the FSP months ago did they not?

GLA

GLA

Exactly RiseAboveTheRest, they don't need the M&A man there unless there is M&A stuff to discuss. It's similar for our Japanese arm guy, he isn't required unless they're going to discuss that element. James and Christian are more than capable of discussing the rest themselves, they're taking 2 people specialised in 2 different areas of the company for a good reason.

GLA

"Also if there is a sale announced today what are they going to talk about - how rich they just became? That doesn't provide a lot of context for an industry event either" - They would talk about the investment case of Russia in green metals, quite fitting for the event don't you think?

GLA

So bobzrig, your theory is they'll talk about the Rosgeo JV for an hour. Interesting, we have a JV with Rosgeo but don't currently have any licenses, i don't think that will make a good presentation but each to their own i guess.

News can land at any point today and even first thing Monday prior to the presentation, so, there is still time yet.

GLA

Have both been spotted on the relevant official Russian resgisters. One has been RNS'd and we await the other.

That's extra resources at both areas, one takes WK over 1Moz Platinum equivalent and the other will bolt millions of Palladium ounces onto MT.

This is news on top of the recent DD being completed a few weeks back and JORC advancing.

Lots of news in the short term due to there being lots of things going on.

WK final production figures from 3 wash plants running this season is also something they could tell us via RNS.

Very relaxed, professional BOD fully in control, grab a nice chilled Koka Kola.

GLA

Then do tell us all what the 4 of them will get up and talk about for an hour, i'm all ears?

Thanks in advance.

GLA

*when dividends drop lol

GLA

A proper BOD who don't place at discount for funds.

GLA

Here's the original RNS statement sydjames -

"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"."

GLA

Following the Kytlym massif link you'll see a diagram, Kosvinsky block is where our WK producing mine is located and targeting.

Just to help the newer people get a better idea.

GLA

"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." - COMPLETE a few weeks ago now!

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.

Feet up and very relaxed, the main work has been done. Grab a Koka Kola!!

GLA

That's correct sydjames, no win no fee.

Dmitry takes assets to DFS stage and even to production in Eurasia's case and then sells them. He's one of Russia's top men for doing so.

As the Rosgeo JV progresses and also the expansion like the NKT app highlighted in R1EX's tweet, expect more of the same -

https://twitter.com/R1EXG/status/1461259025736249357?s=20

Years of rinse and repeat sales of assets and also the strong possibility of having some large open pits producing for ourselves over the course of all of the expansion etc.

GLA

Don't forget about the Perovskite at West Kytlym, that's about to go into a massive demand scenario with next gen solar panels -

https://www.powerengineeringint.com/renewables/perovskite-set-to-disrupt-the-global-solar-supply-chain/

Perovskite -

"The crystal was first discovered by a Russian mineralogist in the Ural mountains in 1839 but for the last 10 years scientists around the world have been locked in a race to engineer the mineral to help generate more renewable electricity at a lower cost."

https://www.theguardian.com/business/2020/aug/15/uk-firms-solar-power-breakthrough-could-make-worlds-most-efficient-panels-by-2021?fbclid=IwAR3hBLeCufNW7hNX5269DBSCPH4dYMF7qkCgQEIGLLLFZVU5diKqSMcZATY

http://perovskite.ru/

http://nmse-lab.ru/index.php/en/

https://www.pv-magazine.com/2020/04/28/the-week-in-perovskites/

https://www.ijser.org/researchpaper/EFFECT-OF-CALCIUM-TITANIUM-OXIDE-COATING-ON-THE-POWER-GENERATION-OF-SOLAR-CELLS.pdf

https://www.researchgate.net/figure/Geological-scheme-of-the-Kytlym-Massif-after-5-The-dunite-clinopyroxenite-tylaite_fig1_234045433

Calcium oxide is definitely listed in the rocks and so is titanium dioxide. Perovskite is a calcium titanium oxide mineral, and so i would say that it's definitely at West Kytlym.

https://en.wikipedia.org/wiki/Perovskite

Those superior panels will be needed in New York -

https://cleantechnica.com/2020/10/17/new-york-gives-big-boost-to-renewable-energy/?fbclid=IwAR1jyVT7YHU8N8YXB8tXlGSjWj7_xcMn-oyVabetKwveJ67dP-lJWwsP5eA

GLA

"This isn't a stab at GGP by the way, I'll put money in there when this is on the home stretch but for me I believe EUA is ridiculously undervalued." - It always has been, but, don't tell anyone as we can still get more quite cheap.

It's all in the fundamentals with Eurasia, current and the future potential.

GLA

Make sure you watch this and listen carefully to what our M&A man says, he paints a very clear picture of what he does -

https://youtu.be/d_YMY6yiMDE

It's Friday tomorrow, news could very much land at some point ready for the presentation on Monday.

All the best.

GLA