Member Info for Timid

Hey RL, appreciate your work.
Can you try a little harder please. I'm trying to buy at 1.6p and it's not looking good ATM. Surely you can dredge up some analysis that will spook some of those who took part in the CR at 1.75p.
Who are the clowns who pushed the SP up over 2p before I've got set?
This project is a PoS, but you know, buy cheap and sell to the suckers at 1p more. Fancy anyone thinking Glencore is going to do anything other than shred shareholder value and then pick up the pieces cheaply for itself. It stands out like the proverbial.
Anyway, I'm sure you're doing your best for mankind and for that I'm grateful.

CBS,
What are the -ves here?
Low mkt cap means it must be difficult for the company to attract fund manager interest.
No clarity yet on how much free cashflow is being generated from NRR IO mine.
Is there a definitive statement anywhere from the Russian Govt. commiting to infrastructure spend?
Scoping Study showed a Ni price of $8lb is reqd. That price has only just been achieved and probably needs to be sustained or move higher for 6 months.
US Govt. sanctions limits who might be potential JV partners. I assume Japanese & Korean battery makers would be shy. What about Europeans? China and Russia can do what they like. I wonder if BHP would be interested? It's certainly the right size and type of Ni.
I'm bullish but it's always good to look for the downside risks.
I'm not prepared to chase the stock ATM having got started at 1.6p earlier in the week.
I'd appreciate your views.
Thanks,
T

WTF happened while I was asleep? (I'm in Aus.)

No one sold down to me for my second tranche! Where's all of the 1.75p stock that should have flooded the mkt?

This is a great story. The Russia jurisdictional risk discount is BS IMHO.

Danes pumping BS Peru & Philippines low grade Cu stocks on TSX with mkt caps of $50-$150m.

If AMC was listed on the ASX it would be 3-4 times the current MC.

Anyway, I will be back. You can always tell our buying. We're the ones hanging our bids out to dry pre-open! That's the way the system works for me.

ATB
T

I'm there for 1.5m at 1.6p BigMouth! :-)

No, seriously, it's a mkt.

All the best.

JB - like "how long is a piece of string?"
First looked at AMUR Nov 2019. Only buying now.
That is one definition of patience.
I was waiting for the Ni price to be >$8lb.
There is no doubt the mkt - I play TSX, ASX, LSE/AIM - is applying a heavy jurisdictional discount for Russia. This is unmerited in my view.
I have owned Ni explorers BSX & CTM on the ASX and looked at NOT on the TSX and think that the £19m EV for AMC is ridiculous.
So I'm buying. :-)

Patience JB!

TEO out this qtr will be a breakthrough.

US sanctions means that only China Inc. is a likely JV partner. Perhaps Jinchuan etc. may be interested or a battery manufacturer.

Bid yesterday for 1m on the open was me. Thank you seller!

Bid today for 1.5m is me ..... but no sellers today?

This name is ridiculously cheap! But hey, someone always needs to sell and I'm happy to help out!

Endgame!

Can someone please explain to me how the mkt works on this one.
Does the issuer make the market?
I have seen the price bounce around with no correlation to the underlying stock price.
For example, a few days ago I bought at 1.6c and watched it trade as high as 2.19c but w/o any significant movement in the TSLA SP.
Liquidity is good - I bought 1m no problem - yet the price moves in mysterious ways!

For those of you who don't know, LTH is a legend at CEO.Ca

https://ceo.ca/@luctenhave

11.00am London time, 9.00pm Brisbane.

Hey Luc - Once you click “Join”, you will need to click “I am a guest”, at which point you will enter your details. Then you will be able to watch the meeting live.

What sort of mushrooms did you have for breakfast Grundles? :-)

"Rock-saw channel sampling over surface exposure in Tandayama Creek returned a significant assay result of 37m @ 0.25%CuEq (0.15Cu, 0.18 Au)" says otherwise.

This drilling program is looking for another discovery!

SOLG does not report otherwise.

Tandayama America - Alpala MkII?

Wouldn't that be nice. :-)

Is there another company anywhere with a current exploration program as exciting as this one?

Who has the numbers?

BHP + NCM + CGP + Blackrock + ? = WINNERS!

I'm not sure how we get from a restructured board & management to BHP/NCM ownership but clearly that will be a transparent process.

0.4-0.6x NPV, whatever range of numbers that is, I'll be happy.

The rest of the talk is just dreaming, unless ............... enter the Dragon!!!!!!!!!

Dream, dream, dream ..................
Joke, right?

I hear rumbling in the jungle. That great beast BHP awakening.
Should be fully awake Thursday week! :-)

Anyone able to give a summary of what Jason Ward had to say?
Thanks,
T
https://www.mining-journal.com/discovery/news/1398679/solgolds-hunt-for-more-porphyries-accelerates

Is BHP's bid for SOLG fait a compli? Is this bid going to scare off other players?
Who might these other players be?
Who has the balance sheet to go head-to-head with BHP?
Obvious potential bidders are Barrick (GOLD) & Newmonth (NEM).
I think GOLD MD Mark Bristow has said he'd look at Cu/Au porphyries. I haven't seen any similar comments from NEM. Where does NCM fit in the picture? And does RIO have its hands full?
Any European, South African or South American companies potential bidders?
Let's hope there are at least two interested parties.