Member Info for MadMat

40% drop on no news.

In fact why is there not a single RNS for this company...

Sorry if this was posted already

https://amurminerals.com/content/wp-content/uploads/AMC-PFS-Presentation-March-2019.pdf

Would be nice to see a version with Track Changes on

if you hope to catch a spike on any share you hope to be luckier than day traders, and lottery winners.. The reason most of us are invested here is because we see a bright future for this commodity... I don't plan to predict and trade on the spikes... I plan to hold until the end... when we are either bought or in production. Its clear our asset is in high demand... so at only 49 I don't mind too much if I have to wait a few years... and getting in a 3p makes 10, 20, +++ bagging a real possibility. GLA
MM

The planets are all moving into alignment...

IG are only allowing positions to be closed on AMC... cant open new positions...
Grrr!

indeed, spend an extra 100 Mil for a return of an extra 900 Mil
Kerching !

... then all our questions are answered...
( well .... maybe... !)

change of CEO is very welcome...

Noloss... All... I'm not posting either... I feel like I've read all I need to read...to be comfortable with my investment here,,, and without any significant change to the political landscape or significant announcement to from the company... I really have nothing left to discuss and better things to do... I'll pop up again when the PFS is out... I agree with TDT that the PFS itself may not have a massive impact (unless it is significantly better or worse than expected), However, I am excited by the organisations we have delayed/enhanced the PFS for... when they step forward and their identity becomes known things could really change. atb Mat

Before the PFS and big push up...

Lets hope the imminent PFS will be worth the wait. The company has clearly taken the time to dot i's cross t's and listen to prospective 'serious' investors... (if not us punters)...

I for one am still feeling confident and optimistic.

M

http://www.kitconet.com/charts/metals/base/spot-nickel-60d-Large.gif

comfortably back in the 5's and heading for the 6's

would need to do 16.4 trips a day, every day of the year.. to shift the 60,000 tones of ore.
If we had a smelter on site then you need to shift a lot less.
I wonder if the RF would give us a low cost loan on our own smelter... instead of the road.

Airlander 10 in numbers

44,100 lbs (20,000kg): The mass of the airship
20,000ft (6,100m): The altitude it can reach
80 knots (148km/h): Maximum speed
Five days: How long it can stay airborne on manned flights
22,050 lbs (10,000kg): Total payload - the weight the ship is able to carry

https://www.bbc.co.uk/news/uk-england-beds-bucks-herts-39873506

1) Robin has done a fantastic job of developing the resource... under very difficult conditions. I believe his background makes him well suited for the role he's in. He is not an evil back-stabbing bas%ard... and with a resource as good as ours you don't need to be. We know we have buyers in the wings and when the PFS is out so will they be.
2) If the PFS shows financial viability then I'd expect to see 10p-15p by end March...
2a) If a financial backer materialists soon after expect 15p-30p soon after...
2b) After the mine funding news breaks you can be sure the RF will commit to a low cost loan for the 300km road... then. BOOM!

I really think 2019 is our year.

Dear Sender,

Thank you for your mail. I'm currently out of the office until 7th Jan and shall reply upon my return.

Merry Christmas and I hope you find lots of AMC shares under the tree.
MM

kerching !

In my experience its best to take opportunities as they present themselves, rather than 'hoping' for better opportunities later. we're currently in the christmas doldrums... the situation between US and China seems to be improving with their 90 day truce... PFS due Q1 and we've been told in clear language that it's tailored to meet the needs of specific JV partners we're in discussion with....
Do wait too long ! The journey from 3 to 6p could happen in a couple of days... the journey from 6 to 12p could take the rest of next year... IMO

If you exclude weekends, and public holidays there are 63 days in Q1 where the PFS could be released.

I very much doubt RY will risk missing another due date... so I expect his Q1 target allows a comfortable slice of contingency. My guess then is mid Feb.

(once the PFS is out I expect we will hear more about these potential partners that caused the delayed, then... BOOM!)

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For one I would support the release of a few shares if it was part of a costed and justified plan to get us to BFS in a reasonable timeframe... hopefully still next year. And if they were discounted I'd like the opportunity buy some myself.

If it's just to keep us ticking along I would not... But of course we still have a few mill available from Riverfort... so now with the drilling done how much cash do we really need? That is the first question for me...

I won't make it tonight, but if anyone can table the following I'd be very grateful.

- What's the boards view on nickel price in relation to LME stock levels? Do they anticipate a split in the market?
- Who are these 'prospective partners' we are currently delaying the PFS for? How advanced are the discussions with them?
- What additional information requirements is it that have caused the delay to the PFS. (this could give us a clue about who the JV partners are)
- Given the time its taken to produce, this must be the best PFS the industry has ever seen... How far from the BFS quality is it and (given sufficient funding exists) when is a BFS expected?
- What happened to the media event? What was planned and why didn't it happen?
- Why the recent news blackout... (checking the co. website is seems we have a new PR firm https://www.blytheweigh.com/) - what happened there ?

Hope it goes well...
atb,
M

The difference between Riverfort and me is that they need to see revenue coming in every month from their investments... to service their own loans, pay wages and stay liquid...
... and I ... do not...!
( they may also have a few more shares than me ... I'm not sure )

My point ... don't take a Riverfort sale as a bad omen... its because they need to maintain cash flow.. not because they don't believe...

With buys now outstripping sells all those cheap shares got snapped up pretty quick...
I tried getting quotes for £7k... not possible - "call dealing desk" 6, 5, 4, 3, 2 - finally got a quote... so I put a limit order in.
It was not so easy to benefit for the sell of today... plenty of folk looking to get in.