Member Info for Mjd2020

Good to see you posting Tilly.

I can only think of three reasons to have pulled the live stream:

1) Fear of content being misinterpreted - perhaps they want to review the content and publish later.

2) Risk of the q and a being dominated by the more unique characters that exist in the broad church that is the internet world of EUA PI’s - although this risk could have been mitigated by switching off the comments function on YouTube and taking questions from analysts only.

3) 1 and 2 were always going to be risks so maybe something has changed to increase the impact of these risks.

Or there could be any number of other reasons but in any case, BoD are in the driving seat and I trust their judgment. I’m still keeping the popcorn at the ready despite no livestream in case the SP action could be lively in its own right if the MM choose to use the closed presentation as an excuse to do what they do.

Missed this coverage last week what with “presentation-gate”. miningglobal.com article about WK flanks:

https://miningglobal.com/supply-chain-and-operations/eurasia-mining-furthers-mining-exploration-new-license

Ooooo - plot twist!

I emailed the forum enquiries email address and got a reply from an individual on Wednesday stating:

“the Eurasia Mining stream will be in English.”

That’s very sad news. JTMacs did a lot to help others on here and helped new investors like me with his insights which I appreciate. RIP.

Very true Pete. I’m excited if only because we haven’t seen any events throughout the process but also grounded in case there is no RNS. If not then still be good to see what is said and if anything can’t be said. If the event is “only” to attract II then it’ll be interesting hear the investment case from the horses mouths.

I bet there’ll be hundreds of us watching that if not more! Glad it’s on at 8:00am as busy with work next week - as things stand!

Believe it’s 8.00am UK time, link below:

https://m.youtube.com/watch?v=RqO_7sE0yLA

The program says this will be in Russian / English so I was slightly concerned in case there was Russian content that may not be translated.

Good news, I’ve received email confirmation from the event coordinators that the presentation will be in English.

Just putting this out there in case anyone else was wondering. Nice of them to reply so quickly and I’m looking forward to it.

They reference “draglines” this time too:
· This additional license area is to ensure long term resource for further scale ups of production, including the electrically powered draglines aimed to further improve our operational efficiency and our ESG credentials.

Back in Aug they only referenced one dragline being considered:

“Additional benefits of the electricity grid connection and the use of an electric dragline are substantial cost reductions in both mining and processing costs.”

Draglines all round!

Shorthouse is like a dog barking at the waves, trying to stop the tide from coming in. Something’s going to happen very soon by the looks of things. Am looking forward to seeing what the BoD have to say next week.

Hi LB, it looks like the event first then investor meeting days to follow with ours on the 22nd. Schedule and forum website below:

https://forum2021.moex.com/meeting?activeStep=1

Have to wonder if there will be news before the event - otherwise what can the BoD discuss and like you say Folio why have the entire BoD there? Looks to be a big event - some coverage below.

https://www.google.co.uk/amp/s/1prime.ru/amp/press_release/20211115/835216307.html

Translated for ease:

Moscow Exchange International Forum 2021 will take place on November 16-17
On November 16-17, 2021, the Moscow Exchange International Forum will be held online. The partner of the forum is Sova Capital. The program is published on the event website.
The forum will be attended by representatives of the State Duma, the Ministry of Finance, the Bank of Russia, the Ministry of Economic Development, the Ministry of Energy, heads of major Russian companies, representatives of the investment community.
The main topics of the forum will be the regulation of financial markets, the prospects for the leading sectors of the Russian economy, macroeconomic policy in the country, the role of traditional energy and green industries, as well as the impact on the market of a mass private investor.
Within the framework of the forum, from November 15 to 23, meetings of the heads of Russian public companies with representatives of investment funds will be held. This year, for the first time, some of the meetings are held in an open format. Everyone will be able to connect online or watch in the recording of the meeting of investors with the management of VTB Bank, the companies "European Medical Center", "Lenta", "Mother and Child", MMK, MTS, PIK, "Russian Aquaculture", EVRAZ, Eurasia Mining, Kopy Goldfields, Nexters, VK.
The Moscow Exchange pays great attention to promoting the Russian financial market and its investment opportunities in the international arena and holds annual international investment conferences in the world's largest financial centers. In the last two years, they have been held in an online format. The main task of these events is to inform the global investment community about the state of the Russian economy and the possibilities of the Russian capital market.

Material provided by third parties. The agency is not responsible for the content of the material. Goods and services are subject to mandatory certification. The opinion of the author may not coincide with the position of the editorial board. Author's materials are published without changes and corrections. Any estimates and forecasts made by an expert are his own opinion.

I found this link on Friday and wondered if it related to EUA or was it the good old generic Mining in Eurasia type event:

https://m.youtube.com/watch?v=RqO_7sE0yLA

Conformation below that we are speaking:

11:00
22 NOVEMBER
EURASIA MINING
Language: Russian / English
Speakers:
Christian Schaffalitzky, Executive Chairman
James Nieuwenhuys, Director and CEO
Tamerlan Abdikeev, Director, CEO of Eurasia Japan
Dmitry Suschov, Chief M&A Office

https://forum2021.moex.com/meeting?activeStep=1

Things be about to get interesting!

Some insights into NN’s Palladium Fund here from the fund’s CEO, hosted by Sova Capital. Talks about PD being needed for hybrids long after the last fully petrol engines are banned and also the pressure on car makers to secure metals:

https://m.youtube.com/watch?v=6DJeHyaudOw

Link to his biog:

https://gpf.global/team/our-founder/

Any ideas as to what this is? Probably a mining in Eurasia investor event but a bit of a tease having been uploaded earlier. Event on 22/11:

https://m.youtube.com/watch?v=RqO_7sE0yLA

Interestingly they also seem to be running investor days on individual companies like this one:

https://m.youtube.com/watch?v=HF1UGVcxfFs

Apologies in advance if it’s a known regional event - it just jumped out at me and caught my attention.

Have a lovely day talking to yourselves about how glad you are not to be invested.

I’m off to B&Q. I hate the place. I’m going to walk around the store talking out loud about how I’m not going to buy anything because I think that the goods are overpriced, I’m not sure about the quality of the stock and I think there are other retailers that are a better bet.

When the security guard throws me out and when the other shoppers ask me why I’m wasting my life trying to disrupt sales at B&Q when I could be out at the other stores that I think are better, I’m going to admit that actually, I really do like B&Q and all I’m doing is trying to affect the store’s sales in case it helps me get a discount on the goods I really do want.

Anyway, that’s just my day, you derampers enjoy whatever you decide to do with yours.

The write up fails to mention anything in relation to the previous RNS or May offer. I appreciate that they are covering 100 companies and have a deadline to go to press but this “tip” will not age well.

Welcome back Tilly I dropped your exact definition of Ramming Speed when we hit 5% yesterday but may have jinxed the rise as the call wasn’t made by a qualified navigator. Hoping for a return to upward travel!

Looks like the MM’s broke the SP generator machine and it’s stuck on “26”. Only some occasional wiggles as they try and get it unstuck. Need to give the machine a whack with a license transfer and Jorc RNS. Even better a binding offer RNS and then they can just add a number in front of the 26 and I’m sure we’ll all be happy with that.