Member Info for Tr1ck

As of this moment I hve 86 bagged on my lowest priced EUA share purchases.
Without a doubt the best-performing AIM - or any other exchange - share I have been invested in.
This bulletin board is in large part, the reason I'm still in.
I was considering selling in early Feb (having multi-bagged even then). It was the consistent clear informed messaging of fhe board that kept me here - despite the likes of TDT, SpikeyJ, etc. So my thanks to Ian, Tilly, Mac, JT, Luc, Bellers and all the others who helped me keep the faith. And especially to Wand - whose mention on the SXX board brought me across.
Large rums for all if York or Glasgow go ahead.
The other interpretation is that I faffed around, couldn't decide when to sell, then got caught by the suspension ;-)
GLA
Tr1ck

Interesting stuff
Slide 48 of the CMD presentation shows NorNickel plan a 40%-50% increase in Pt and Pd production. That's an ambitious target.
www.nornickel.com/upload/iblock/6ba/Strategy_Day_Presentation_December_1_2020.pdf
Tokenisation stuff from 94 on is also interesting given Dimitry's move with Lybrion.
Basing this company in Ireland, though who knows when the EU strip their Corporation Tax advantage.
GLA
Tr1ck

Tried to ask questions about Eurasia in the Nornickel CMD Q&A in several ways. All were wiped from the feed.
Interesting
:-) :-) :-)

Lybrion

Looking good
NorNickel Press release:
10-year strategic vision meets the latest market needs.
the Company to become a key player in metals markets essential for
building a carbon-neutral world in general and clean transport in particular.

Transition to an active phase of the investment cycle.
updated its long-term CAPEX plan and announced that the investment cycle would enter an active phase in 2021.
Total investments for the next 10 years are scheduled to exceed USD 27 bn, including
approximately USD 5.5 bn earmarked for projects with a positive environmental impact.

Vladimir Potanin
As global transition to ‘green economy’ will require more nickel, copper, palladium and
platinum we are expanding our investments in environmentally friendly production
growth.
GLA
Tr1ck

;-)

We'd mine WK and go with the Sinosteel EPC deal at MT.
This has all been thought through by the BoD.
Even greater return. Longer timeframe.
Google eua sinosteel epc
You'll see the details on whichever link you pick - Proactive Investorsa, etc.
GLA
Tr1ck

Evening all
Not been on this board for some time but from the ShareTalk presentation this afternoon it looks like some things never change. (RY)
However, while I wait for the endgame at EUA to play out, I have time to reflect on the research I did previously in various companies.
AMC offers some strong possibilities.
I really like the NRR move and it sounds like AH has beefed up the BoD. So I'm back in.
From memory Amur went from 4p to 44p the last time I was in, so let's hope they get their act together and give us some of that again.
GLA
Tr1ck

If you're feeling generous, check out unlokd
Looking to help the hospitality sector by getting people back out there socialising next year.
...unlokd.uk
Tr1ck

If it's an asset sale the share price would drop after the divi and the index would be negatively impacted.
If its a company sale, EUA will disappear having taken the index higher. If the salle is to NorNickel the value disappears from the UK market, so the index rebalancing to 85% of freefloat will mean ...
GLA
Tr1ck

I'm Al IN.
AND on a free ride having already multi-bagged on my total investment by selling a mill.
It couldn't get much better.
(But obviously I'm expecting it will, as I remain ALL IN and waiting for the sale/JV/divi )
I know it's completely contrary to all good investing advice, but these are highly unusual circumstances.
Even so, I would counsel that anybody thinking of making any major investment understand the risks involved before they commit a penny.
GLA
Tr1ck

Morgan Stanley survived the 2008 crash by being smart.
They set their sails, navigated the stormy waters, and steamed into fresh territory with their new partner.
They're a bunch of smart cookies.
As are UBS and DLA Piper.
The amount of Due Diligence that will have been done by these global heavyweights all points in one direction.
It may be a complex deal but it will be a deal.
Being included in the index is just a sweetener now that trackers using the MSCI United Kingdom Index now need to include Eurasia.
GLA
Tr1ck

Nornickel are proposing paying a divi of approximately USD 1.2 bn with an approval EGM on December 10th. Will this sweetener be enought to convince Rusal of the benefits of acquiring EUA?Who knows? But Rusal's slice of the pie at around a quarter of a billion would be enough for most with a sweet tooth.GLATr1ck

How any individual sales process is put together is up to the BoD.
They'll take advice on what is the best way forward from the Investment Bankers and pick the process most likely to optimise the outcome. There are a lot of possibilities here - anything from sealed bids, open auction, Dutch auction, whole company sale, JVs and other special purpose vehicles, individual asset sales, ...
Throw in the tax jurisdiction stuff and its hugely complicated even before you get to the geopolitics.
Real fun stuff to do if you're an advisor. High stakes for all us shareholders.
GLA
Tr1ck

Less of the 'Glaswegian Kiss' stereotype. I'm sure it was just a love tap.
I made the mistake of watching Just A Boys' Game on BBC4 last night and it brought it all back.
Mind you, that was late 70s Greenock, so a lot better than 60s Glasgow was.
(still wouldn't swap it for anything though)

Look at any recent photo of Tony Blair newtothislark
;-)

Love it!
Board wars.
Are we out to capture or scuttle their rusty clinker?

Hi Ian
Can you put me down for November 5th.
For no other reason than I want to see fireworks and this way I won't be totally disappointed.
And I'll stick with a miraculous £5.13 a share - for no earthly reason at all.
GLA
Tr1ck

Last time I was involved in a competitive JV set up situation (admittedly only around a £quarter billion) we fully lawyered up for the last 8 weeks.
M&A advisors were involved throughout the process - ! was there running the show for 15 months in total, consultants came and went - and lawyers were consulted along the way. But it was only in the latter stages when we were agreeing the details of the deal that they were really in the mix.
Not long now.
GLA
Tr1ck

Stay strong GLG
Take care