Member Info for TrickyDicky2

Ericb

They have updated the significant share holder list in one respect but they haven't updated it fully. The number of shares held by each entity on 12th. April is the same as the numbers held on the 26th. February. The only thing they done is adjust the percentages to take into account the larger number of shares now in issue. That seems like a rather strange thing to do IMO.

We now have another 88m or so shares in issue but we don't know where any of them have gone but they have been kind enough to confirm that Teck, Glencore, Canaccord etc. percentages have changed.

What/who are they hiding?

TDT

The perfect storm.

TDT

cosy

It's $7.89/lb at the moment so its going in the right direction. To add spice to that copper has reached $4.48/lb.

It has always been about the price of the metals.

TDT

At least nickel is having a good day, up 19.02¢/lb. on the day so far. Currently $7.8344/lb. but I guess few on here will be interested in that.

TDT

Don't get to obsessed soundbuy, Vale after all, is just one company. There are plenty others out there I’d expect to take an interest in Horizonte. Teck being the obvious one. If Horizonte is going to be sold at some point as long as we have a bidding war I don’t really care who ends up owning them.

TDT

"According to Farias, Vale's assessment of spinning-off its copper and nickel operations does not mean that the company will increase investments in these two segments in the short term."

https://www.bnamericas.com/en/analysis/is-it-time-for-vale-to-spin-off-its-copper-nickel-operations

It doesn't look like Vale will be in the market for a nickel project anytime soon.

TDT

March - 227,969
Q1 2021 - 456,987

The March figure was more or less the same as the first two months of the year added together.

Once the final ROW figure is in it looks like the number of EVs sold in Q1 of 2021 will be somewhere between 110% and 120% more than Q1 2020. That's in line with the ARK Invest prediction of an 80%+ CAGR between now and 2025.

TDT

BwanaMakubwa

Its interesting that the Alastair Ford article in Proactive/This is Money is a re-hash of the article/interview from 26th. March of this year which had little or no impact on the share price. This time round it seems to be giving us a little boost although how long that will last without some sort of follow-up is anybody's guess. Lets hope this is the start of sustained news flow from the company.

TDT

Timid

I would have thought it would make more sense for NRR to list on the ASX as a stand alone. I'm not so sure NRR would be that happy having to take on board Amur's 1.35B shares although to get a slice of KM they might. A dual listing for a combined AMC/NRR would be an interesting if somewhat far fetched prospect.

TDT

.....ARK Invest predict.

https://www.dropbox.com/s/cyw54qi6ugljxvy/ark%20invest.png?dl=0

If you don't know ARK Invest look them up. They have a very impressive track record on predicting Tesla's rise.

The figures are for BEVs only. This does not include PHEVs. If the 83% CAGR is correct then we should see 4m BEVs sold world wide this year, 7.3m in 2022, 13.5m in 2023, 24.5m in 2024 and over 40m in 2025. Even if we only see half these figures it still means a very significant additional demand for nickel between now and 2025.

TDT

......of what's coming.

https://www.visualcapitalist.com/electric-vehicles-drive-up-metals-demand/

TDT

.....having a good old run up as well currently threatening to hit $200/tonne.

TDT

Copper threatening to hit $4.40/lb. this morning. At this rate we could end up becoming an attractive copper play. Nickel needs to get a wiggle on. As for Amur they simply need to show signs of life.

TDT

".....in due course."

Oxford English dictionary definition "Due course; anywhere between tomorrow and a fortnight next leap year"

TDT

Mineralex

From the 19th. May 2017 Eurasia fund raise.

"Sanderson Capital Partners ('Sanderson'), a consortium of investors arranged through London based institution Riverfort Global Capital Ltd ('Riverfort') including Cuart Growth Capital Fund I ('Cuart') and YA II PN "

Sanderson, like the others mentioned in the EUA RNS, are vulture funds. They're the people you go to as a last resort. The idea that Sanderson held onto any of their Eurasia shares is laughable. That's not their business model. They would have shifted most of their shares on long before the fund raise was announced.

Apart from that there's a three year gap between Sanderson funding Eurasia and the current up tick in Eurasia's share price. Sanderson are not a long term investor they're more or less a wonga lender.

TDT

sanlorenzo

I really don't think it has much to do with cups but more to do with calling a spade a spade. Snouts in troughs doesn't necessarily change the final outcome here but from a PIs point of view the way things have developed here is a tad galling.

Maybe you're just a little bit more used to being pizzed on than I am.

TDT

DizzyJim

You've completely misunderstood the intent behind the post. The comment relates to Amur and its poor performance.

TDT

".....gone from working on a building site as a labourer to being an investment consultant."

If you are relying on this one I'd keep the labourer option open if I were you.

TDT

"Labrenz said the dyke dilution impacted one stope and the company was unlucky to encounter a dyke so early during the mine's life."

Gosh, that was unlucky wasn't it? Look on the bright side though, at least the BOD had a bit of luck selling all these shares before this unforseeable piece of bad luck? That was lucky, for them.

TDT

"A few familiar names mentioned."

"Canaccord Genuity Group occupied the second position by volume with three deals worth $459 million. BMO Capital Markets and CIBC Capital Markets occupied the third and fourth position by volume, respectively."

Just a few ;-)

TDT