RE: Monchegorsk official deposit areas13 Jul 2021 18:32
MT (15Moz) + WK gets sold. MT definitely, many mentions of that to date in company releases. Dividend amount and plans for investment will arrive in one go, that will include the plan for investing into the Rosgeo JV, gaining the licenses there and taking them to 100% ownership status. In the very first time in Eurasia's colourful history, they will own 100% of PGM and battery metal assets. They will also have a blockchain and token system in place to track all metals mined back to Monchegorsk, it's perhaps another part that they will invest in after the asset disposal and to complete the ESG picture.
In the long term, Eurasia will sell off and take some JV assets to production. The company that buys MT now will probably get a 'Right Of First Refusal' on any future potential JV asset sales. It's a win win situation for all involved, the buyer, Eurasia, and the Russian government. Aimho of course.
GLA