Member Info for Mjd2020

This sounds like it is the MOTHER of RNSs that will product future litters of THE RNSs and we still have our original THE RNS to come. I need a cup of tea.

Not much blue in the whole mining sector today so not just EUA down, I’m sure we’ll get pulled back up tomorrow to try and get a bit of volume:

https://www.lse.co.uk/share-prices/sectors/mining/constituents.html

I’m sure everything is in hand, BoD have done a great job in getting the FSP together while keeping the operations moving forward and so much had developed since then. Looking forward to the big news!

Just throwing this out there... how about one of us apply for this job at UBS, infiltrate the team dealing with EUA, get promoted and close this deal for the holders!

https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=searchResults&SearchType=linkquery&LinkID=6353#jobDetails=228433_5012

I am changing my tactics to now hoping we don’t get the RNS until X or Y other share comes to fruition then I can buy more here. I haven’t sold any EUA to get the others shares, it’s just a cunning plan that by pretending to hope it doesn’t happen that it does.

Thanks Dore, wasn’t sure if Monchetundra Square are being specifically referenced was relevant although without any dates on the work could well be old news as you say.

Morning all. Not sure if the website for CKE has been posted before but I found this one which, while being a Wordpress site, looks like it could be legitimate (despite the comments section having been heavily spammed!) https://geokola.com/proekty/ The pages can be translated from an iPhone. The site has a 2021 copyright but not sure when this projects list was compiled:

https://geokola.com/proekty/

Shows “Evaluation work on MPGs within Monchetundra Square.” for our subsidiary at MT “CJSC Terskaya Mining Company” and a list of other projects they have been working on for other Companies. It doesn’t say when this work was done in which case this would be old news, but thought I would post in case anyone knows if any work at Monchetundra Square has been done historically and even if so, maybe others may like to see the type of customers CKE work with - Dmitry referenced them as being the preferred partner for a lot of Companies in our area.

Looks like the legend of the blank EUA site news slot has finally delivered.

Their long position is increasing steadily. The short position is small and seems to be akin to a trading pot where is added to or closed out based on short term movements in the sp. I’ve started to look at how profitable the short positions have been but stopped when I hit the “Transfers in”records as I didn’t know what the net effect on the overall position was. There aren’t many so I suppose overall it shouldn’t skew results to much, just need to decide if there’s enough time to bother checking the overall results before we get the rns! I guess a sign could be that BR’s short position was much higher earlier in the year at around half a million from memory. The main indicator if any would be that the long position just keeps on being added to and the short flip flops almost like a side line.

It’s a tough market for TW Mac, they are charging £6.99 but their customers are realising they can buy so many more useful items at that price point:

https://www.google.co.uk/amp/s/www.buzzfeed.com/amphtml/aglover/77-under-7-uk

Apparently the sausage dog and mustard tube novelty salt and pepper pots are particularly hated in the office and are seen to be their number 1 competitor right now.

I know people have said it’s a glitch and it does happen often but still, I do like a good old empty news slot and while it’s already been said, you definitely wouldn’t want to be out of this over the weekend, especially if that news slot gets filled first thing Monday morning.

Very positive week and can maybe see the sea birds on the horizon now, so land can’t be too far off!

Tilly, have we had or does this merit a “******* Raming Speed!” yet?

Here’s why the due diligence takes time. Below not related to our process in anyway but made me chuckle due to the audacity of the people.

https://www.bbc.co.uk/news/business-56330378

Cheers Mac, I noticed that the map on the MT section of EUA’s website lists “ Vuruchavench and Horizon 330” as “Flanks deposits / Occurences” so could be the “Vuruchuayvench, Plast 330 area (Nickel, copper, platinum, palladium, cobalt, sulfur, gold, silver)”area they list on the site.

I’ve been trying to find a way to translate PDFs but no joy yet!

Yes FT is a success story for them, I believe it’s creating 1200 jobs and the national gov signed off on the project on Feb 1st so very much open for business both on regional and national government levels.

No doubt Russia is the place to invest in PGM and other mining and lots of foreign investment will help them monetise their natural resources, create jobs and collect new tax revenue. There’s a list of promising projects in the drop down box on the below link to the Government of Murmansk website:

https://invest.nashsever51.ru/en/list_item/tochki-rosta/osvoenie-perspektivnykh-mestorozhdeniy-tverdykh-poleznykh-iskopaemykh

They’re working late, as it’s taking so long to add all the 000’s to the paperwork : )

Be nice if they wrapped it up today, but too late to rns. Dmitry and Co. party all weekend. Load of shorts pile in today expecting no news due to Russian holiday Monday, loads of deramping over the weekend hoping to drive the price down on Monday. Then at 7:01am Monday we get the red dot. Coco pops spat out across the country. Corks popped by LTHrs, pants filled by shorts, job done. Alternatively, the idea of having a new ISA allowance if no deal this month is is not the worse scenario in the world either so happy either way.

In addition to “Ramming Speed” which Tilly uses when SP rises, a favourite of mine is another Tilly one - “******** Ramming Speed” as signifies either a larger than normal rise is occurring or a strong reversal after a harsh drop.

Yes I would say it would need to be signed off by the gov. Good thing is the gov is prioritising the development of the region and mining is the core industry that will allow secondary industries to thrive up there, a good example being how the gov is supporting the Fedorova project. Small translated section below and link to full article in case of interest. Good thing is the government are open and approving projects despite COVID.

https://www.google.co.uk/amp/s/rg.ru/amp/2021/02/09/reg-szfo/obem-investicij-v-zapoliare-prevysit-200-milliardov-rublej.html

09.02.2021 15: 31Project: In the regions Came to Fedorova tundra
Text: Alexey Mikhailov (Murmansk region)
The volume of investments in the Arctic will exceed 200 billion rubles
A list of major Arctic investment projects that will receive government support has been approved. It includes six projects, four of which will be implemented in the Murmansk region. This is stated in the order of the government of the Russian Federation dated February 1, 2021.
The largest of them is the construction of a mining and metallurgical plant, which includes two open pits for ore extraction and an enrichment plant, where copper-nickel concentrate or matte with platinoids will be produced on the basis of the Fedorov tundra deposit. The plant, which is expected to begin construction in 2021 and put into operation in 2027, will produce 16 million tons of ore per year.
Recall that today the world's largest palladium deposit is being developed on the Taimyr Peninsula, where up to 40 percent of the world's volume of this metal is mined. With the development of the Fedorov tundra deposit on the Kola Peninsula, comparable in size to the Taimyr Peninsula, Russia will be able to produce more palladium than all other countries in the world combined. The reserves of Fedorova tundra exceed 400 tons of platinum group metals - primarily palladium, platinum and rhodium. According to Deputy Prime Minister Yuri Trutnev, investments in the GOK will amount to 82 billion rubles.