The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
The answer from Mercedes is yes , at least for its so called " entry level " models :
https://evglobe.com/2021/10/27/next-mercedes-eqa-eqb-cheaper-less-powerful-batteries/
Can’t find them either - strange ? I have been looking into Irosta Trading Ltd and their directors esp Maria Damianou has been linked previously to 2 Oligarchs
Why hasn’t RY named the external consultants engaged to verify the TEO results obtained by Oreall ? From the RNS completion. “To further evaluate the quality of the TEO results (compiled by Oreall), the Company engaged an external consultant to independently verify Oreall's work.” We are told RPM Global have been engaged to update the JORC , but yet these “ external consultants “ remain unnamed. Thoughts anyone ? .....
Well we can only hope that the BOD push forward and surprise us and submit the TEO early Q1 2021
Nice find CT. Are we thinking that the TEO submission date will automatically be extended by a year , or has it been extended until 31 Dec this year and the Company still have to apply for the extension. The document has however provided reassurance to me thanks . Again , the BOD have not helped themselves or us in this matter by communicating what the position is .
AMCs Twitter account still up
It’s not long happened as I was on the site about 845 pm having a look for any changes
Just had a rare visit over to the ADVFN board - it looks like the post is by TDT . I got confused as there is a 2nd poster on there who uses the name “Trickydickytoo”. Odd that TDT posts over there as it appears that the posts have descended into abuse and madness
Not 100% certain it’s the same TDT from here , but regardless it’s a very interesting post . With regards "resource nationalism prone Russians" against this viewpoint is the question why did the RF award AMC 100% of KM ? Of course to counter this is the argument that at the time of the Licence award the importance of our Class 1 high grade nickel discovery was not as strategically significant as it will be in the coming years. And let’s not forget the Copper . Who knows ? I will be following CTs suggestion with the email - I assumed the resolution s would be passed as a formality and didn’t vote . I would have voted to reappoint AH - I have just over 3.5 million shares
Interested to know why you think that is the case AT
Another polished interview from Adam Habib . Was not flustered when asked the ( maybe unscripted ) question " How on earth did Amur come to be involved with Glencore " - had a little smile when Adam said he was pleased when Glencore called us ! Hmmm . You've got to be impressed with his vision for the company . I just wonder what Tom Bowens has been up to in the background
As always treat this data with suspicion : 1156 sell was my buy .
Apologies ................
It follows from the article in recent days where the local community have apparently being attempting to influence Tesla not to buy battery metals from Nornickel . I remembered RY maintaining that AMC had good community relations and when i searched " Amur Minerals Community Relations " the search brought up the Mining World article dated 12/7/20 ( although i could not see a date on the interview itself .
Came across this interesting and upbeat article : https://www.miningglobal.com/mining-sites/amur-minerals-community-engagement-misunderstood-industry
This caught my eye " Young says: “We looked at what part of the plan could affect the people of the city of Zeya, which provides hydroelectric power to our smelter. Is there anything in that plan that is going to create a problem? We develop a detailed design plan to understand what and who we are going to impact and then address any issues before going into the final details. This way the community is actually part of the plan to advance the project. It’s a very important aspect.”
Is that AMCs proposed Smelter ?
Interesting read : https://thebarentsobserver.com/en/ecology/2020/08/russian-indigenous-peoples-call-elon-musk-not-buy-battery-metals-nornickel
Tesla ( up until now ) have never disclosed where their battery materials originate from so i wonder how much impact this will have .
Worth a watch https://www.youtube.com/watch?v=8jlu9Kbq69o
- Those Tesla Semi's are going to need a lot of class 1 nickel
- Makes mention of steaming deals from approx 6min 30
- Warns about the dangers of too high a nickel price
Interesting short read from The Korea Herald - i've not seen any previous reference to the development towards 90% nickel batteries http://www.koreaherald.com/view.php?ud=20200713000807
I occasionally have a look in at the AMC board on ADVFN and have noticed a couple of posts recently by one of their regular posters who appears to believe their is positive significance with regards to the founders of AMC . My own research has drawn a blank on this - does anyone on here have any information / views on AMCs founders ? Thanks
Interesting article : https://www.miningweekly.com/article/nickel-market-to-evolve-as-evs-roleplayers-and-projects-change-2020-06-05/rep_id:3650
This caught my eye :
“We forecast Russia's refined nickel production growth to begin to stagnate and subsequently decline over the coming years as a weak project pipeline prevents significant refined nickel production growth in the country.”
Cobaltblue , likewise when i reached that part of the RNS i felt great unease .
I wonder if the recruitment of a Lawyer by AMC in Land Law / Subsoil use ( highlighted by 8adger a few days ago ) is related to this .
I hope i am wrong but it looks like worrying months ahead