Member Info for Mjd2020

Morning all. Wishing all genuine shareholders a very happy Christmas and best wishes for 2022 - the year of the EUA.

Also wishing all derampers and shorters an acceptable Christmas. And while derampers and shorters reflect on the year to come, I will take into account what the BoD have achieved over the past year and look forward to seeing how this builds to deliver superior shareholder value:

FSP
Non Binding offers
Rosgeo JV
May Proposal
TA as Japan MD
WK expansion
Successful raises to fund Rosgeo JV
KF as Kola MD
Nyud and Jorc
DD
MOEX dual listing considered
ERDC
Japanese NED

Rums, offers, expansion, draglines, Jorc’s, Tax benefits, clear title, international investment and executing strategies all round.

Old saying from Japan:
“If masses panic for Macdonalds fries, wise ones buy potatoes”
It’s an old saying that the Japanese car makers are applying in relation to their supply chain strategy for battery metals and PGMs.

Ouch! From reading the Twitter posts, if TMS had of held he could have given ten times as much to the RSPB and still had plenty of money in the bank. Instead he sold way too early, storked his capital elsewhere and now spends his time trying to talk down a share for a few pounds per point. Poor TMS.

14,000 headcount increase - says over the 2020 to 2024 period due to increase in demand for battery metals and exhaust filtration:
https://www.consultancy.eu/news/amp/7176/nornickel-to-add-thousands-of-new-jobs-as-it-boosts-investment

Trawled through some old posts as jubilant rang a bell albeit it was posted a long time ago so either a coincident or the phone tapped worked! Made me chuckle anyway:

Mjd2020
Posted in: EUA
Posts: 599
Price: 26.50
No Opinion
Wonder if...07 May 2021 16:42
Is Keith tap tap tap tapping an RNS on his typewriter right now asking CS “What’s a better word than “pleased”? Is “delighted” strong enough? Maybe “ecstatic” too much? Could we not use “jubilant” but type it as “JUBilant”?”

Maybe today, maybe not but definitely in due course!

real_talk_xd, this isn’t the Jorc we were expecting, it’s just the canapé you get given when you enter a venue, along with a glass of fizz - that’s not to play it down but I think the main courses are due shortly and in the meantime enjoy this first serving - CS is JUBilant for a reason : )

Could be any time Seasick, this is the first of a series of Jorc’s. Great position to be in for holders. Not so much of shorts. Morning TMS!

CS about to initiate a good jubbing for some:

Christian Schaffalitzky, Executive Chairman of Eurasia commented: "The Directors are JUBILANT to complete an important milestone of our first of a series of JORC mineral resource estimates”

Roger, if so why did EUA not present at the Sova Capital event and state that the existing strategy was the focus and no dual listing at the moment. Also no reference of any investment needed in the ERDC write up - the 3B roubles looks to be the EUA investment in the Rosgeo assets, nowhere near the values equivalent to activating the Sino EPCF for MT let alone the other assets. The recent coverage has made me very confident that the asset sale is on track, albeit could have some delays on the license side or something else but not a concern unless we hear otherwise by RNS.

Thanks for posting. Aside from the value of being a resident I like the way they use of “currently” in the “ Eurasia, currently the majority owner of TGC” bit.

Interesting to see CS leaving Kibo BoD early in 2022 as part of his retirement planning:
https://www.londonstockexchange.com/news-article/KIBO/pending-board-change/15249147

Predicting a raise is one thing TMS, but you fail to mention what the funds were used for and the fact that you had no idea of this purpose when you made your prediction either. Thanks for bringing up the raises though TMS, it’s a good reminder of what the company achieved over 2021:

Christian Schaffalitzky, Executive Chairman commented: "The Directors are delighted that professional institutional investors offered to support Eurasia's fundamentals and its strategic options, as we continue to develop the Company including the upcoming acquisitions of Nyud, Moroshkovoe and other significant Rosgeo JV PGM and battery metals open pit deposits. Furthermore, while our board and management continue to be significant shareholders, the Directors are confident that the Private Placement will further strengthen Eurasia's negotiating position."
 
James Nieuwenhuys, CEO and Managing Director commented: "We have decided to advance the Rosgeo JV, as its projects' potential has become more evident during the course of the confirmatory work being done by Wardell Armstrong International in relation to both PGM and battery metals (nickel, copper and cobalt) that are future facing metals in relation to the fast-growing hydrogen and EV markets respectively."

I think that the MMS and IIs would know if things were going to escalate in Ukraine long before any tanks moved. Things look more positive to me - Russia has been told if they invade then Nordstream II will not be approved and they lose use of the SWIFT banking system for starters. On the flip side, the US is no longer providing a $200M military aid package that had been promised to Ukraine, instead saying they will provide a bigger package but only if Russia does invade. NATO is calling for a return to face to face meetings with Russia. That’s not to say that things couldn’t get out of hand if Ukraine tried to provoke a Russian response but that would be a very risky approach for them to take and would backfire if Russia responded with a firm but measured response.

EUA is at risk mainly from the loss of patience from PI and the extended shortly period, but the current dip isn’t a worry for me as it doesn’t affect outcome and the drops give an opportunity for new investors to get in and with increasing PR in Russian media I wouldn’t be surprised if we are getting more Russian shipmates who are able to invest coming on board.

You can definitely smell it:
“Desperate” - the new ode de parfum by “Stork”. Available from stockists shortly.

Commenting that 2022 could mark the end of the pandemic, referenced role of new therapeutics expected to be available in 2022 in achieving this. Can’t argue against a broad spectrum treatment being in demand for future events as well helping enable the recovery from this one so looking forward to the results when they come.

"Our view is that 2022 will be the year of a full global recovery, an end of the global pandemic and a return to normal conditions we had prior to the Covid-19 outbreak," Marko Kolanovic, JPMorgan's (JPM)chief global markets strategist, wrote in a note to clients on Wednesday. "This is warranted by achieving broad population immunity and with the help of human ingenuity, such as new therapeutics expected to be broadly available in 2022."

https://www.google.co.uk/amp/s/amp.cnn.com/cnn/2021/12/08/economy/economy-jpmorgan-2022/index.html

Always enjoy reading Bitkogan’s views on EUA.

Thanks for sharing and a good reminder.

Putin said yesterday’s call with Biden was constructive and seems happy with the start they’ve made in discussing the situation:

https://tass.ru/politika/13147113

I think Keith’s main typewriter has ran out of ink typing THE RNS and CS has had to order in some new ink off Amazon. Will probably get the Japan RNS shortly if there is one. Depends if CS has paid for next day delivery or if he’s being prudent and gone with standard. Believe he refuses to pay for Amazon prime on principle.

ishares MSCI Russia and VanEck Vectors Small Cap Russia Indexes both still trading in New York and are up 1% and 1.5% following Putin and Bidens call earlier so if that’s anything to go by along with the rouble not collapsing I’m taking it as the call went ok unless we hear otherwise!

My mistake, I should have read the RNS properly. The 200 staff relate to the Rosgeo assets. No mention of MT and Flanks staffing so have to draw our own conclusions are to why they’ve only referred to Rosgeo asset staffing.

“The investment commitment (both equity and debt - the "Investment Commitment") planned over the course of the 10-year term of the ERDC Agreement is expected be about 3b RUB (c.$40m). The prime purpose of the Investment Commitment is the development of the projects included in the agreement with Rosgeo as announced via RNS on 26 March 2021. These projects are anticipated to employ at least 200 people in the Arctic. The Investment Commitment of the ERDC Agreement is non-binding.”