Member Info for Mjd2020

Anyone heard from Billions recently? Haven’t seen him post for ages, assume he’s been working on the $68.7b Microsoft / Activision deal and maybe has time on his hands now so hopefully he’ll find his log in and start posting again.

Not sure if already covered here - Indonesia considering progressive export tax increases in order to bring battery metal production into the country. China to see the biggest impact of this and of course Musk gets a mention:

https://metallurgprom.org/news/ferrous-metallurgy/10767-kitaj-bolshe-vsego-postradal-ot-reshenija-indonezii-ne-jeksportirovat-nikel.html

I mentioned the MOEX index earlier - now up 3.7% and a couple of companies are about to hit ramming speed including NN - the rise could be an indicator that further sanctions are less likely. Not that I think EUA would be hit by sanctions since we’re connected on the Russian side though the ERDC and Rosgeo agreements and on the Western side with the UK listing. Still, WTFDIK but I think the uptick on MOEX is a good sign in terms of the wider situation and apparently Turkey is now offering to host talks - could be a good way for Russia to calm the situation without loosing face and snub the US at the same time.

MOEX index is 3% up so far today following the sell off over the past week. Could be a positive sign. Hope they get to ramming speed!

The German foreign minister was in Russia today highlighting the need for good relations between Germany and Russia. She mentioned speaking to someone about a hydrogen project - surely not DS brokering international peace deals while finalising EUA1??

From interfax:

She noted that during the negotiations it is important to "calmly, allotting enough time, to discuss the whole range of bilateral and international topics".
"There are a lot of such topics in our relationship. Yesterday I already had a conversation with representatives of the economy on hydrogen," the Foreign Minister added.”
https://www.interfax.ru/world/816043

The idea of disconnecting Russia from the SWIFT didn’t last long:
Tass:
https://tass.ru/ekonomika/13455613
Reuters:
https://mobile.reuters.com/article/amp/idUSKBN2JR1LJ

Wasn’t there something about TMS and 5M EUA shares sold at a fraction of the current SP on Twitter? Not sure if that’s true I or not as imagine being “that guy” and then to be unable to accept the mistake and compound it by shorting here and there.

Cheers Ian. Please keep the EUA Rocket topped up with hydrogen. I’m hoping it will have a few launches to complete in due course!

Thanks for sharing that tweet. Does sound very positive!

Interesting timing for the RNS too. Wonder why Keith didn’t wait till the Friday at 6:30pm slot? Is he doing his weekly big shop after work? Bridge club? Anything else?

“Nickel rose in price to a 10-year high due to the growth of the electric car market”

https://www.interfax.ru/business/815163

Final paragraph says:

“The International Energy Agency (IEA) estimates that the demand for nickel may soar 19 times by 2040 if the countries of the world want to fully fulfill all the goals of the Paris Climate Agreement.”

Good to know we have plent of Nickel.

WSJ link - allowed me to read for free first time:

https://www.wsj.com/amp/articles/gm-volkswagen-build-up-their-battery-supply-chains-amid-electric-vehicle-push-11641205981

Same content has been posted on this site in case anyone can’t access the WSJ one without subscribing:
https://businesshala.com/gm-volkswagen-build-up-their-battery-supply-chains-amid-electric-vehicle-push/

“Everybody wants to secure the supply chain and not repeat the very painful experience of the semi-conductor shortage” said Mathias Miedreich, CEO at Umicore.

Doing so by entering into JVs so they can bring production of components in house.

“There’s a lot of pressure to integrate,” said Ulderico Ulyssi, an analyst at research firm Rho Motion. Those who don’t, he said, risk becoming overly dependent on battery suppliers for the car’s most expensive technology and giving them margin.

Who knows but it’s Christmas Day in Russia tomorrow so would be a fitting day in a lot of way!

Cats have 9 lives, our JV has 9 mines and a meoowsive dividend would be prrrrrfect.

Your up early today Neoclantus. Good morning to you!

New bed linen all round for you!

That could well be the case Mac. DS said in the Proactive interview (15mins in):

“We are in discussions as announced, for example with Lesego Platinum and some others and those companies have their own views in terms of which company should be EPC contractor. Some of them like Sino Steel like us, some of them have other preferences. It’s not that Sino Steel are good or bad, some companies have their own preferences and experiences…”

https://m.youtube.com/watch?v=d_YMY6yiMDE

Hope the BoD and staff get to kick back for a couple of days after all that’s been achieved over 2021 and I’m looking forward to what’s to come in 2022!

Happy New Year to everyone on this BB who’ve helped make it an enjoyable place to keep track of what’s unfolding and thanks to the derampers for the free entertainment along the way.

Hi CTC1988, I could be wrong but I think it could be the translation software they’ve used - if you translate “Cola” from English to Russian you get “Kola” so could just be the opposite of that as being the reason it’s showing as “Cola”.

I read that a “Reach” RNS is used by a co. to keep shareholders up to date with general developments but is for non price sensitive info. Any reason this one is a reach RNS and not a standard one?…

Bacon and egg = a few items short of a fry up.