Member Info for Pompeyrod

Morning all..but magic the future is uncertain.....I don’t know if I’m going to be just rich or a millionaire
All I know is I’ll be a happy bunny sometime.
Thanks magic , paddy and others ofthe same ilk for all your great info.
Have a good day y’all...pompey

Morning all
ref toro loco....guess you beat us to it Ian and grabbed the lot :-)))
Hope it’s bound for tillys galleon for the on- board celebrations served by sceptic Lill
Have a nice day y’all pompey

I would like to order a copy please..thank you...pompey

Thanks sos good post matey..pompey

Morning all
schlemiel..any poster who has misgivings and posts an apology is ok in my book
So you’re not filtered..keep posting matey..pompey

Nurse

Cheers tig...thank you for organising..put me down as a definite..subject to rules etc
Great idea..

Yep thanks gmf78..as you say most is known but nice to have in one concise report
A must read for potential investors and their research.

Newbie..no chance of getting macs trophy until my grandson is allowed back here.
He’s my ‘ phone a friend’ guy doh.
Sure someone here will get you there anyway.cheers

Sorry guys cannot get past that point doh

Eurasia Mining
EXTRACTING VALUE FROM PALLADIUM JUNE 2020

Palladium
- Atomic Number 46
- Used in Catalytic Converters (>50% of usage) - Also used in electronics, fuel cells and jewelry
Mined in South Africa, Russia and North America
In structural deficit – prices rising sharply since 12.2018
Background Information
GMF78 RESEARCH
EXTRACTING VALUE FROM PALLADIUM - JUNE 2020

Palladium Production 2019
3080 Koz – Norilsk Nickel, Russia
1386 Koz – Anglo American, South Africa
1030 Koz – Implats (& NAP), South Africa & North America
949 Koz – Sibanye, South Africa & North America
250 Koz – Vale, North America
250 Koz – Northam, South Africa
250 Koz – Africa Rainbow Minerals (ARM), South Africa
Recycling – approx 3400 Koz
2019 Demand – 11500 Koz Deficit approx 1100 Koz
Potential longterm for Eurasia, Russia >850 Koz – Monchetundra
65 Koz – West Kytlim
Norilsk
Anglo American
Sibanye
Implats
Northam
Africa Vale
Main players in Palladium
Changing dynamic with COVID-19
EXTRACTING VALUE FROM PALLADIUM - JUNE 2020

Company
Norilsk Nickel
Anglo American Platinum (Amplats)
Sibanye-Stillwater
Impala Platinum (Implats)
Vale
Northam
ARM (African Rainbow Minerals)
Total Production
Recycling and Other Sources
Total Demand
Structural Deficit
2019 2020
3.08Moz
1.39Moz 949Koz
849Koz + 224Koz (NAP) 250Koz
150Koz
110Koz
7.0Moz ~6.3Moz 3.41Moz ~3.0Moz
10.4Moz ~9.3Moz
11.5Moz 10.9Moz
1.1Moz ~1.6Moz
Reduction
222Koz
285Koz
~79Koz
~107Koz
25Koz
~15Koz
~9Koz
-742Koz
-370Koz ~ -1.1Moz
Official Updates
Q1 – down 222Koz
Apr20 guidance given 1.1-1.2Moz
Est based on 50% during shutdown 30-40% reduction May & June ~10% reduction in Q1 report Estimate based on 10% reduction Estimate based on shutdown
Estimate 10-15% reduction
Over 1Moz reduction as of 1.5.20
TBC – demand forecasts need updating
Palladium Mining
Structural Deficit 1Moz in 2020 and beyond
EXTRACTING VALUE FROM PALLADIUM - JUNE 2020

Eurasia – Senior Management Team
CHRISTIAN SCHAFFALITZKY Executive Chairman and Managing Director
EurGeol, FIMMM, Pgeo, CEng. 40 years experience in mineral exploration. Founder of CSA international. Numerous discovery credits including Lisheen zinc deposit in Ireland. Also chairman at Kibo Mining Plc.
GARY FITZGERALD Non-Executive Director
30 years experience in investment management, prior director of Framlington Investment Management.
JAMES NIEUWENHUYS Non-executive Director
James has held senior positions including Chief Operating Officer at Polyus Gold, Russias largest gold miner, and is currently Chief Executive Officer at South African Lesego Platinum Mining Limited. James has an engineering background and has also held senior positions at a number of EPC organisations.
DMITRY SUSCHOV Non-Executive Director
Commodities trading veteran (primarily various grades of metallurgical and thermal coals) who has successfully built a major Pulverized Coal Injection (PCI) franchise throughout

More to follow I hope!

Eurasia Mining
EXTRACTING VALUE FROM PALLADIUM JUNE 2020

Palladium
- Atomic Number 46
- Used in Catalytic Converters (>50% of usage) - Also used in electronics, fuel cells and jewelry
Mined in South Africa, Russia and North America
In structural deficit – prices rising sharply since 12.2018
Background Information
GMF78 RESEARCH
EXTRACTING VALUE FROM PALLADIUM - JUNE 2020

Palladium Production 2019
3080 Koz – Norilsk Nickel, Russia
1386 Koz – Anglo American, South Africa
1030 Koz – Implats (& NAP), South Africa & North America
949 Koz – Sibanye, South Africa & North America
250 Koz – Vale, North America
250 Koz – Northam, South Africa
250 Koz – Africa Rainbow Minerals (ARM), South Africa
Recycling – approx 3400 Koz
2019 Demand – 11500 Koz Deficit approx 1100 Koz
Potential longterm for Eurasia, Russia >850 Koz – Monchetundra
65 Koz – West Kytlim
Norilsk
Anglo American
Sibanye
Implats
Northam
Africa Vale
Main players in Palladium
Changing dynamic with COVID-19
EXTRACTING VALUE FROM PALLADIUM - JUNE 2020

Company
Norilsk Nickel
Anglo American Platinum (Amplats)
Sibanye-Stillwater
Impala Platinum (Implats)
Vale
Northam
ARM (African Rainbow Minerals)
Total Production
Recycling and Other Sources
Total Demand
Structural Deficit
2019 2020
3.08Moz
1.39Moz 949Koz
849Koz + 224Koz (NAP) 250Koz
150Koz
110Koz
7.0Moz ~6.3Moz 3.41Moz ~3.0Moz
10.4Moz ~9.3Moz
11.5Moz 10.9Moz
1.1Moz ~1.6Moz
Reduction
222Koz
285Koz
~79Koz
~107Koz
25Koz
~15Koz
~9Koz
-742Koz
-370Koz ~ -1.1Moz
Official Updates
Q1 – down 222Koz
Apr20 guidance given 1.1-1.2Moz
Est based on 50% during shutdown 30-40% reduction May & June ~10% reduction in Q1 report Estimate based on 10% reduction Estimate based on shutdown
Estimate 10-15% reduction
Over 1Moz reduction as of 1.5.20
TBC – demand forecasts need updating
Palladium Mining
Structural Deficit 1Moz in 2020 and beyond
EXTRACTING VALUE FROM PALLADIUM - JUNE 2020

Eurasia – Senior Management Team
CHRISTIAN SCHAFFALITZKY Executive Chairman and Managing Director
EurGeol, FIMMM, Pgeo, CEng. 40 years experience in mineral exploration. Founder of CSA international. Numerous discovery credits including Lisheen zinc deposit in Ireland. Also chairman at Kibo Mining Plc.
GARY FITZGERALD Non-Executive Director
30 years experience in investment management, prior director of Framlington Investment Management.
JAMES NIEUWENHUYS Non-executive Director
James has held senior positions including Chief Operating Officer at Polyus Gold, Russias largest gold miner, and is currently Chief Executive Officer at South African Lesego Platinum Mining Limited. James has an engineering background and has also held senior positions at a number of EPC organisations.
DMITRY SUSCHOV Non-Executive Director
Commodities trading veteran (primarily various grades of metallurgical and thermal coals) who has successfully built a major Pulverized Coal Injection (PCI) franchise throughout

Hi Pete...trying..managed to copy and paste into my notes for future ref but can’t paste into here for some reason will keep trying

Thank you railwaypete....that’s a great read

Good morning everyone..
Tillywhiz thank you for your humour...first chuckle of the day goes to you matey:-)))
Suggestion..when we have all made a pile out of Eua.. you should go through your posts and
write a book or something. Dead cert for a booker award..
Keep ‘em coming

Hi Aston...like you I retired at 58....20 years ago. Been an aim punter for many years now
less so on lse but do enjoy the banter.
Aim funds my winters in Tenerife thanks to a few good multi baggers along the way.
I honestly believe EUA will be another.good luck matey pompey

Hi matey.. any car rattles me and my missus simply remove hearing aids
saves all that work :-)))

Morning Ian, trust you and yours are well..
Ref spikey..that was very nicely put..personally I filtered the guy ages ago.
He’s in the G Box...green for gone :-)))

Morning all
Nothing in Mail+ or mail on line..latter has Joanne Hart column and hit twitter and you get reference to Eua but no mention of relisting . Happy to wait for rns. Anything else is ...
well just twitter . Have a nice day y’all