Member Info for Monkey70

60 will be sexy ;)

They certainly have, IMO, whilst trading it up and down within the elastic bungee for additional value.

'The money is not made in the buying or the selling but in the waiting.' - Charlie M.

Just made my 'Waiting Pot' a little bigger courtesy of the trading crews dragging down the SP. Thank you very much.

Bought today and yesterday with more sofa money - just over 5k at an average of 24.5. Will continue to do so where funds allow and these shenanigans continue till the end-game.

Tweet by Mr GMF - reminding us that we have LOTS of copper and nickel :)

https://twitter.com/GMF782/status/1457309836690001921?t=-xHz18_9DjdGpNcsuMTSfg&s=09

Christian Schaffalitzky, Executive Chairman of Eurasia commented: "The Directors are delighted that we are advancing several transactions concurrently. We see competition for Nickel-Copper-PGM assets (with a similar basket of metals like ours and the assets included in our agreement with Rosgeo) increasing on a global scale".

IC list EUA as a 'metal fabricator'. Couldn't make this up, guys. (laughs)

I concur, Gecko, that we are just awaiting the formality of the licence transfer from Rosgeo.

JORC has already been done. We knew how much the additional raise needed to be for ($15m) hence.

It is... "The Directors are delighted that we are advancing several transactions concurrently. We see competition for Nickel-Copper-PGM assets (with a similar basket of metals like ours and the assets included in our agreement with Rosgeo) increasing on a global scale"... that intrigues me. IMO, sorting out a royalty agreement for the life of the mine(s).

Emmystar - How are things in Lanzarote at the moment? Used to have a house there and looking to get a winter home in 2022.

Aye, aye, Captain. Welcome back on board.

Aye, been doing that for weeks now. Someone is loading up - as one does when big, positive news is due.

Have finalised my position now. No more sofas to rummage down. A clean and tidy 425k holding for the end-game has been accumulated (sorry, loaded up in MM-speak). Now to sit back and have a mixer of of Mac's kola and Tilly's home-brew grog.

'The money is made not in the buying or selling but in the waiting'. Charlie M.

Nice post, Ginger :)

Like the above poster states - it is all in the RNS's. Ignore the noise and games - just re-read these.

Just did a small purchase (1,464 @ 26.05) to round my holding up. Looks like the MM's are trying to drag it down under the 26.5p placement price (likely to fill another order).

Or paid by the unscrupulous to have posts removed.

This will get deleted, obviously.

Don't like it up 'em.

It depends on the JORC figures. How much will be reserves and resources. The former are valued higher than the latter.

LB - Could, say, someone like Mr Musk buy shares as a PI in his own name and not the name of his company?

LB - Interesting point. Could be a 'consortium' of PI's?

How many millions have been loaded up as whooper kippers thus far?

Aye, Captain.

May be an idea to copy and paste useful posts onto a blank Word document and re-post, where necessary, from there if the boiler room boys get them removed.

The end is nigh :)

IMO, take the ACF (conservative) valuation of 98-109p for MT, Flanks and WK then add 50% for rarity/bidding war = 147-164p. (approx $6bn).

This would be my bare minimum - likely will be higher since all miners understate their reserves/potential resources and I believe this will come to light with JORC.

As for the Kola JV licences - hard to put a figure on it as we do not (yet) know the numbers from WA. The ACF report (again, conservatively) bandied:

"Our trading multiples analysis includes a Rosgeo JV asset resources estimate - suggests an EUA valuation of US$ 10bn + (£7bn +), subject to JORC results."

It says $10bn plus which works out at circa £2.50+ per share.

If they are pursuing 'multiple transactions' it likely will mean different purchasers for segments of the EUA pie. Then, to complicate valuation matters, there is always the chance of royalties being paid for the life of the mine(s).

No wonder it is taking this time to conclude but we, mostly patient shipmates' are now on the brink of setting foot on the golden sands of Treasure Island.

'The money is not made in the buying or the selling but in the waiting' - Charlie Munger.

Have a great weekend, all.

I joined the crew of the good ship Eurasia at the same time as you, Les. Aye, it has been an adventure for the ages.

Got the proverbial nod off JT (thank you and hope you are in good health).

GLA.

Thanks, Tigra.

Cannot hear (lost hearing at five - meningitis) and that video has no option for captions but I've got the transcript of the DS interview off the friendly people at Telegram. Have just re-read it for the tenth time and it is inspirational. He is way ahead of the curve - a true visionary.

Exciting times ahead. Shortly :)

GLA.

Nice post, Tigra.

'I think we will be paid $10 billion ish for MT & flanks and WK & flanks and it will be NN who buys it.' That would be lovely but what value would you put on the Kola JV?

Glad to see the SP moving up but it is still a way off far value. 'Successfully completed due diligence' is the wording that gets me excited.

GLA.