Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I'm at a confidence level of 95% that there will be a deal.
The BoD, UBS etc all make money when this is the case.
It may be a deal around a JV or asset sale that leads to s special dividend now, with operational EUA mining retained asset and delivering a divi for the next 20 years.
It may be a full company sale.
It will be legend... wait for it ... ary!!!
GLA
Tr1ck
I don't know about anyone else, but I did find the lack of information on the agenda for the NorNickel board meeting on Friday intriguing.
1. On the Company's transaction on issuing a guarantee. FOR WHAT?
2. On approval of the internal document of the Company. WHAT DOCUMENT?
3. On the Company's transaction to attract financing. WHAT TRANSACTION
Maybe its the norm for Russian companies but I would expect more transparency unless there's a reason for keeping schtumm.
GLA
Tr1ck
Trackers are passive and look to track the chosen index.
Managed are active and look to achieve alpha, additional value beyond the exchange/index gains.
They charge more and an end up returning less than trackers
If I'm organising the Glasgow party it certainly won't be on the same date as York as I'd like to thank Tilly, Ian, Luc, etc. personally for all their input to the board.
And if that menas going to York for a few bevvies, well I can make the sacrifice.
GLA
Tr1ck
I said a while back that I’d happily organise the Glasgow party.
Earlier convos had landed on the Red Sky Bar at the Radisson as being the perfect venue. Rooftop bar towering above the Clyde, looking west towards the New World and dreamt-of futures.
GLA
Tr1ck
Dundee Graeme - a blast from the past.
Has this manic journey really only been going on a year.
I thought it was Lucretious that suggested it but I believe you're right.
There's many a name we haven't seen for a while. I hope they kept the faith.
GLA
Tr1ck
The board was discussion meeting up in York many many months ago.
May have been Luc that pushed for it. So long ago I can't remember. Was it this time last year? Was it after February? We've been riding this rollercoaster for a while now. And the high and lows are just getting higher. :-)
Glasgow was also mentioned for a pound party.
GLA
Tr1ck
Noobs, shorters, derampers are sick of waiting.
The rest of us are well aware that Eurasia is the opportunity of a lifetime for many.
(We're also sick of shorters and derampers, noobs are just new friends we're not yet fully acquainted with - as they'd say in some woke virtue-vamp manual )
EUA is already a millionaire maker and will be for many more.
As always, take no-ones word for it and DYOR.
GLA
Tr1ck
It's been real.
I'm currently up 4394%. I'm on a free carry having already taken out 4* my stake.
I have NEVER been near a share like this before. And never expect to be again.
What a ride!
And this BB is the reason I'm still in.
GLA
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