Member Info for MisterPositive

Bought more today at 1.35

Only £19m MCAP ?.......totally bonkers.
Given the quality of assets.

Other explorers are sitting at much higher MCAP of £100m.

Should be here soon.

Like I said yesterday....its now THR turn.

Most other explorers have shot up to £100m MCAP or more

Thanks Bob. Just saw your post. Good news.

AT,
Think 1st shipment is on it's way. Someone kindly posted the info yesterday with a link.

Nice.

Just waiting patiently for next updates. This is way too cheap when you look at other junior explorers sitting at or above £100m MCAP.

We are in the queue.....could very well be next. I'm pretty sure it's on the watch list for many peeps.

Tesla china factory.

Glencore most likely to be Offtaker for Nickel from Kun Manie. Let wait for official confirmation of this. Most here probably already figured out that link.

Chinese happy to build the rail route also directly from Russia to China.

All ducks being lined up one by one. Happy to wait for proper ROI here.

All looking good.

Glencore talking to Battery companies also.

Heard an interview on Bloomberg last night.

One of investment manager forecasted Uranium price to Double or Triple from current levels. That would be about $100

I just keep thinking about Paladin Energy when it hit about 4.5 Billion MCAP when its share price rocketed from 1p to about $10.....wow.

THR got all the right commodities. Just waiting for the wider market to come in. Best to accumulate while this is still cheap. Will be doing another cheeky Top up today.

https://investingnews.com/daily/resource-investing/energy-investing/uranium-investing/uranium-market-heating-up-time-buy/

In my opinion, THR investment in Uranium and Vanadium deposits in USA this year could end up being one of their best Strategic moves outside of AUS.

HRS
Excellent post Sir. Put it very nicely.

This won't stay low forever. Glad I'm busy with work so don't have to look at price every hour....LoL

I see lot of other junior explorers hitting around £100m Mcap every week. Our turn is near. We could be next in line.
Just Buy and Hold.

Yes he did look bit tired in that interview. Lol

LoL..

Just look at EUA soon after they put up 'FOR SALE' up and hired UBS to conduct the formal process of either Asset sale or Whole company.

EUA came out of suspension and never looked back hitting over $1 Billion MCAP just 2 weeks ago.

In my own personal view, financing for Kun Manie could come from a combination of players like ICBC, Norilsk and Russian Developnent Fund.

Could be wrong, but I keep asking myself why did Amur Minerals approach Adam Habib ?

He has excellent Deal track record for deals in that region and contacts at both GLENCORE and ICBC.

Totally disagree with some here who say, the TEO report will not move the price here !!!

2019 PFS did NOT include either:

1) 2018 drilling results

AND

2) the fact AMC can now produce not 1 but 2 concentrates as tested and confirmed by Norilsk Nickel subsidiary GiproNickel.

Both above will be incorporated into the upcoming TEO feasibility report.

Agree with folks views on sale of Kun Manie.

Different scenarios can indeed play out here. I will be comfortable with any combination.

1) Sell 75% of Kun Maie. Retain 25% for future royalties when in production. Reinvest sale proceeds in 4-5 other deposits.

2) Sell Kun Manie and reinvest all proceeds in 4-5 Roper Bar type deposits taking 19% stake, earning 14% Coupon first before converting into Equity.

3) Sell Kun Manie and reinvest half proceeds into 3-4 deposits & return Half to shareholders as Special Dividend

Looks like some here need to listen again to some previous interviews from Robin and recent ones from Adam Habib.

Adam Habib is a deal maker with vast contacts across the mining industry. His last position was with ICBC.

Industrial and Commercial Bank of China.

Robin Young mentioned when he attended the FarEast forum, Chinese Rail system were keen to build a direct rail link from Russia to China.

Why was Adam Habib brought in ?

Robin Young also explained Tax breaks by Russian Govt to advance the whole Far East Russia region into a new Hub.
Russian development Fund also offering financing at very cheap interest rates.

Kun Manie: Strategic Location.
Next to 3 of the strongest growing Asian economies; China, Japan, South Korea.

Adam Habib got Glencore into NRR for offtake alongwith Amur also taking stake in Roper Bar 446m Tonne iron ore deposit.

Personally, I do not see any issues with funding Kun Manie. Not sure why some here making it look a big deal with their negative slant.

https://m.youtube.com/watch?v=C_Jxvasbo2o

Very exciting....

Buy and Hold.

I have got these in both my SIPP and ISA.

Visible Gold mineralisation along 13km entire strike length at RAGGED RANGE - PILBARA would excite anybody.