Member Info for Spikeyj

I find your lack of faith in amit disturbing.

https://www.youtube.com/watch?v=YnNSnJbjdws

Tricky place to do bizniz, russia.

https://www.bbc.co.uk/news/business-67436369

good job EUA ain’t drilling for beer.

I assume you’ve seen the various posts about the tomlin agreement etc. … on the face of it, doesn’t seem anything like as damaging for EUA as you had repeatedly been speculating.

? in hindsight, do you think you called that one wrong?

12:22 justsaycourse2: “Any more mails from Amit with information as to what day the agents will start the process.”

the agent [singular] has *already* started the process, if what amit says can be trusted.

i.e. as per cloudtag ‘payment arrangements’ update of 2/11/23, “The appointed agent will commence the distribution process during the week commending 13 November.”

so it is *already* underway (unless of course amit wasn’t telling the truth).

Hi stonk, 16:55, cheers, gl.

BFL, i can assure you that nothing DR says or does causes me any ‘worry’. atb.

DR, i have had the same (one and only) LSE account since 2013, so you are welcome to look over as many posts of mine as you like - the history is there for anyone to see.

but there are no posts to evidence those lies about me; i have never held any stake in EUA, and i’ve never been part of the telegram group. but do feel free to try to find and re-post any, if you have nothing better to do.

(i assume from your comment about teeth that you are trying to imply that i am tom winnifrith - but of course i am not.)

you are rather thrashing about today. chillax. probably better all round if you could try to stay on topic by posting about EUA please, rather than spend your time insulting others or telling lies.

16:47, you are lying again, DR.

this time two different lies; I never sold out of EUA, because I never bought in. but also, i have never been a member of the EUA telegram group to begin with (…come to that, i’ve never been a member of any telegram group).

obviously, DR cannot provide any evidence whatsoever to support either of those lies.

16:26, hi BFL, if i understand stonk’s original post correctly, the potential concern would be how sale proceeds could be paid out to shareholders in a london-listed company, given political climate/sanctions etc. … i.e. issue not so much whether a BRICS asset purchaser could make a payment into russia to buy assets, more whether that payment could then be remitted out of russia into the wallets of londoners / westerners.

(again, for the avoidance of doubt, this isn’t really my own position about EUA, since personally i think the share price is this low primarily because i just don’t believe that the ‘assets’ they own are worth much, and hence no-one wants to pay big money, but i am hoping to understand why rampers/enthusiasts themselves think that the s/price is down here, *if* all /most of the other very perky things they believe about EUA are true.)

DimitryReacts 16:24: “We all witnessed you sell out at a HUGE loss years ago…”

yet again, DR, you are lying.

i have never held any financial stake in EUA, neither long nor short.

Hi stonk, i think i get some of what you are saying, and for sure if there are concerns in the market about whether or not asset sale proceeds could subsequently legally leave russia to pay shareholders etc, then that would affect s/p. (? presumably though, if the rampers are right that peace in ukraine is imminent, then that would also mean that rampers would be assuming such problems moving money in/out russia would dissipate soon too?)

but to me, that still wouldn’t explain why EUA share price is so dismal, even if one adopted the rampy view that all those lovely positive things about EUA are true [ - for the avoidance of doubt, i’m saying that simply for the sake of discussion about ramper PoV; e.g. i do *not* believe myself that EUA own billions of valuable mineral assets, nor do i think that sanctions on russia etc are going to be lifted anytime soon - ]. that’s because if it’s a binary issue, i.e. whether or not putin would allow asset sale funds to leave russia, then professional market participants / institutions would tend to approach that by assigning percentage likelihoods on that yes/no question, and use that to weight how much they will pay for EUA shares now, rather than simply say that they can’t currently invest in EUA share because they don’t yet know the answer to that question.

13:09, that doesn’t seem to stop mac and some of his friends making frequent confident predictions of imminent peace. (? i thought you agreed that it was ‘factual’ that there would be imminent peace in ukraine?)

The puzzle is, if one believes DimityReacts at 12:52 (and especially if one also believes his frequently repeated assertion that EUA’s asset sale will happen by the end of this year), then why isn’t the EUA share price flying?

… the share price suggests that the market simply does not believe DimitryReacts’ rampy list at 12:52 (and/or the market suspects there is some other very damaging issue, as yet undisclosed, lurking regarding EUA and its prospects).

Is that it?

(thought the rampers’ ‘factual’ list already included that peace is coming shortly?)

My question was, given that list of supposedly great things about EUA, from a rampers’ PoV what keeps the share price down in the sewer?

If one were to believe the rampers’ case:

- EUA owns billions of assets which will be sold very soon

- EUA has beaten off some trivial lawsuits at no great cost

- the WUP is inconsequential and will be resolved v shortly

- EUA has lots of cash so no need at all to raise any more

- EUA will benefit from an imminent peace in ukraine

- EUA keeps accumulating ever-more valuable licences.

… and yet, the share price lies on the floor, limp and flaccid — ? i wonder what keeps the share price so depressed, from the rampers’ PoV? - after all, the market already knows all the stuff that gets discussed here; so if it was indeed likely that EUA assets would soon be sold for loadsamoney, then weighted market expectations for that should already be reflected in the current s/p.

(? & why were so many superficially in-the-money options allowed to expire unexercised?)

… something about EUA does not add up, and hasn’t since 2016.

11:12: “…a few folks on there are pretty confident”

lol, yes, they do tend to be, don’t they? - but what is their probative value?

I’m pretty sure no-one on this board knows me, and i don’t know anyone here. but several people on the cloudtag board seem to think they know me, and according to them i am either tom winnifrith, willshak, jaknife, shergar, lucien miers or lord lucan.

there was one guy over on the quindell board who didn’t know me personally, but did manage to work out what i do for a living, but he was clearly in the same line of business too so had a bit of a head start.

S/p tells you market’s current opinion about likelihood of any chunky asset sale in the foreseeable, as 2023, “a critical year for EUA”, trickles towards an end. G-forces rather lacking.

… is EUA mining anything? - no

… is there a 2024 mining plan? - no

… do they have much cash left? - no

… have they sold their ‘concentrate’? - no

… does the market care about licence shuffling? - nope

… have they managed to sell anything else, after years of trying? - no

…any other lawsuits pending they ain’t mentioned yet? - dunno.

… can they raise any new cash? - dunno, but interesting to watch.

Good job the share price doesn’t matter, eh?