Member Info for Makeabundle

I believe CS will solve our wealth problems but he cannot do the same for the mental health problems of certain people on this board.

In the interests of hygiene Management requests that bona fide members of the board should dispose of all rubbish in the green bins provided.

Dattabase, the recent increase in the price of gold means we have about $7B of in-situ value at the present price. 3% of that would be about $200M. Add in a bit for (likewise surging) silver and you already have an easy 6-7P per share. With our array of metals EUA can hardly be called a basket case - of course the negheads will say EUA is stuffed but my point is that it is stuffed with goodies!

The intelligence of real wolves is not in dispute. They do not waste their time hunting in culs-de-sac.

I’d settle for 3-4p after all expenses from the ECT!

Who thinks it is strange that neither EOG nor PRD have heard anything from Ryan after that surprising January letter? Waiting is indeed the name of the game.

If Nyud has, say, $20B in-ground value and furthermore has a favourable CPR it will certainly be worth more than 1% of that ie more than $200m. Shrieking negheads will now raise the volume. Options typically cost more than 1%!

CALLS has just reappeared on my screen after a long period of banishment. Filter failure? I have just recaged the charlatan and the filter appears to be working again.

If HC Wainwright have privately put a figure of 70P on EUA it probably includes

what they think are likely in the way of “haircuts” , sales tax etc. It further supports those of us who have advocated 50P+ and explains why my screen has that soothing green hue to it this morning.

Note that the ACF report Dec 2021 used a price of approx $12000 per tonne for Nickel ie 40% below the then ruling price of nearly $20000. The current Nickel price is close to that! Nickel accounts for half the value of NKT.

Montmuzard, the negheads will be calling you a notorious ramper, no doubt! Very good thoughtful posts of which we get fewer as time goes on. I would be very surprised if they announced that they are going to mine. I think that would have happened well before now.

The most likely thing is we are waiting for final signatures on a deal. Maybe the Court decision in June is relevant, maybe not - we don’t know. Your expectations are on the low side - you are factoring in an enormous haircut as well as a sales tax! I think a sales tax of 15% might well satisfy the authorities - but maybe only if something like fair value is achieved. Maybe there is pressure from the authorities to achieve that. Our BoD could well be in a pressure cooker and not all the heat is coming from disgruntled shareholders!

About 10% are notorious for providing this board with intelligent and well-reasoned posts.

Open season on the negheads about to be announced!? Do give them a sporting chance with release from the green traps before LTH dispatch them in a cloud of dust!

What about the latest licence awarded to KK? If they are only selling WK, maybe this will first have to be transferred to EUA, otherwise a chunk of NKT would be included in the sale, which might not please buyers of the Kola assets? I remember a certain Mr Y-Fronts being perplexed about the award of that licence to KK.

Selling WK by itself would be interesting. If they cannot achieve a satisfactory price at this stage for the main Kola assets it may be the best way forward at present to keep shareholders happy. It should give the share price a big lift and leave the head-banging negheads gasping in their green cages!

What is LG doing at present to take advantage of Ryan’s weakening position?

What is he waiting for - LOGP to fall into his lap? - or Ryan to be booted out? - What is his strategy for the many millions he has in invested in BEY? Has any one any ideas about his plans?

Russia pays record 25% of budget for Putin's paranoia - US intelligence

Where will the $500B+ come from to rebuild Ukraine? Of course Mizman, who lives on a different planet, would say the West instigated the war and is therefore liable. The frozen assets will not be sufficient, it seems. Russia's guilt is probably more clear-cut than that of Germany for the devastation of WW1. The truth may be that Russia, like Germany, will never be able to pay - not when you are spending that much on the military to the detriment of real long-term prosperity.

Anglo-American has described the $30B offer from BHP as ‘highly unattractive’.

I think that is what our BoD would say to an offer of 50P for all of EUA. They just would not entertain it.

It is highly unattractive because of the likely huge increases in metal values in the next few years. I wonder how many more billions BHP will have to offer to seal the deal. Meantime other bidders may emerge. The BoD of AA might just be as hard to satisfy as our CS!

Mizman would welcome the incorporation of Ukraine into Putin’s empire and is hoping that the Baltic States will be sensible and not resist the call for all oppressed Russian speakers in these states to be reunited with their fellows. You are some specimen of a human being, I must say.

Certainly, I do - but what to do about greenhorn boring B1ll who does not even know he is a bore. I dressed him up, appropriately enough, in a green tunic a very long time ago, since when he has never looked back I am glad to say.

If the authorities are playing any role in the background in the sale of these critical assets you are not going to hear about it. They have said every sale will be examined in detail and that would include fair value, I would assume. CS may be taking undeserved stick as a result.