Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
These are the beginnings of the peace and resolution between the two countries. Establishing that comes first, then in time sanctions are dropped and I can see Kola assets being sold for a pretty penny. Russian entity
Buy earlier showing up as a sell, typical. Free trader shorts trying £10 sells to artificially make price seem lower. Lol desperado efforts now
https://www.bbc.co.uk/news/world-europe-63832151.amp
Ukraine war: Biden prepared to meet Putin to end Russia's war
Better volume into yesterday, mm’s shafting ppl on the drop but allowing lucky buys (albeit for a few seconds)
Bid creeping up
End of war news getting stronger in mainstream media
Wonder if end of war news will happen and fed and BOE start to pivot at the same time, markets will go ballistic and subsequently eua will see multiple double digit rise days, like the old times
For eua, looking for a DFS submission any time now and I’d expect sale update after that. End of the war and it’ll to bags; greater upside than poly if ceasefire. Eurasia assets are in the many billions yet market cap is approximately 100m, palladium platinum gold and iridium in basket
Ppl like CCPP who create new accounts - blatant reincarnation of other users and act like they’re ‘new’ to the board. Trolling - watch them turn negative and consistently moan just like their other accounts / short mates
TW & hubCap and the likes.
Dip to 4p was hoovered, limit got hit and triggered a buy. Eua mentioned DFS submission in November and I don’t know why people are acting like is late. You know, it’s possible they submitted not long ago and have an RNS on the way or coming soon.
Currently eua looking attractive
Gold deffo will pull back. But late jan will be better. Meanwhile would like to see that gap filled in the 220’s before a decent leg up, that way we don’t have to revisit these levels again
‘Scottydog’ 30 posts on EUA in 30 days
Just bashing saying it’s a shambles of a company. Blatantly an account alias - probably bashing from several other accounts too. No posts on other shares yet takes the time, almost daily, to talk EUA down- one asks Why
Assets haven’t changed and this downturn is just like fear/capitulation
When a sale comes in the SP is irrelevant and will be a monster of a payout - even if we got a low ball offer
EUA didn’t even have flanks before suspension. No JV, NYUD, since then more interest - and that was 7.2p
70% gain Just to get to suspension price and you know that during FSP, the prices thrown around will likely have been 4-10x + of that
This has been battered by markets and mm’s playing hardball with the spread and UT’s etc make it hard for even traders. So you have lth who top up but the fundamentals haven’t changed - actually improved
The elephant in the room here is the war, which should eventually end. Either way we are not affected by sanctions and BRICS interested parties could land an offer at any moment. Although it’s likely to happen at a higher sp and after some RNS updates (or not, and offer RNS lands with immediate re rate)
People seem to have forgotten that even 7.2p is a joke of an SP, and currentlyEUA is sat at a major discount to that. A lot of buyers saw potential 20-30p and that’s clear by the share price action for almost two years. Rarely dipping below even 20p
I bet many would’ve killled to buy in the 4p’s before FSP. And after the Sale RNS lands (judging by CS and others at eua , probably not long) there will likely be many who wished the same again now
In situ value remains the same, in the many Billions. If there was no war the price before sale on average was 7-8x from todays price - multiply that by two or three and you get a ‘fair’ value in a sale.
Agree with Sandy, the amount traded is a minuscule portion of shares in issue. I alone have more shares than are traded daily and I’d wager there are many more with multiples of that. Then you have skin in the game with the Board, who need an exit price.
Even 4x from here, a buyer from BRICS would be licking their lips at acquiring eua’s total assets for a measly £500m or less. I am expecting the mother of all RNS’s in the coming month max two - hence trying to load up wherever and whenever possible
Been adding well over a million shares since the war, don’t forget how this went from 4/5p to 8p in a matter of days on no good news. This is a buying zone and double bottom opportunity. With the war still on 7-10p is an adequate range for the assets
Then after the war, or even if board decide to pull out a low ball offer by a set deadline, agreed with the buyer, then it can potentially come in straight away in one big re rate RNS. Not many opportunities like this around that can give huge returns
Mcap is £120m, it used to be over a billion and has been 3/4x this price post war. Buying at the bottom here, a whiff of peace or MT progress or NYUD licence could mean huge rerate.
Of course it’s a buy here and just because eua have been generally quiet keeping head down, doesn’t mean the naysayers are right. They’ll continue to bash and unfortunately because all the good posters have had enough this board is full of new posters who haven’t been around for many years like LTH, and they (with constant messaging of doom) have ruined sentiment. But it’s still there with many and many refuse to sell and only add
Ultimately, when EUA sell it’ll be for multiples of the current price. It’s not going for less than 20/30p, but even the lower end is 5x from here
Ramp!? This is going off the RNS. And an extrapolation on how quickly DFS will be achieved
And yes DFS will greatly help solidify EUA’s stance, it’s folly to even suggest otherwise.
When the DFS is in place then it takes from the buyer having to do it and is one step in the right direction for the Kola assets
Russia considers the reconnection of the Russian Agricultural Bank to SWIFT to be a critical issue in moving forward in reducing barriers to local agricultural product exports, and will try to achieve it, according to Deputy Foreign Minister Sergey Vershinin.
Reconnection of SWIFT. Slowly with peace talks progressing it’s likely we will see an outcome to the end of the war, sooner rather than later
If this keeps up and peace is achieved and sanctions are dropped, could be the trigger for the sale
DFS submission this month and according to timelines a matter of weeks before approval which will dramatically change the valuation
With metal prices on the rise as well, the low share price is unwarranted and won’t stay here forever
Actually yes they can and would’ve likely sold last year for a decent amount (over 100% premium to sp which was just under 30)
Now the DFS just adds to the value. This needed to be done to counter the Russian discount. Which is currently well overdone
Other Russian linked companies are starting to become bullish and a reversal is on the cards. This could be the double bottom before DFS, and sale update. Even should this sell for £500m which is cheap (and half of last years market cap, with less assets at the time) the its 5x from here. Not many companies offer such returns
This is being controlled imo and shorts all over this board chat utter nonsense and try to discredit the bod. Unfortunately many sheep just follow the heard mentality