Member Info for TrickyDicky2

Hazbeen

Interesting article, thanks for posting. I think Andy Home's articles on the nickel space are good because he spells it out warts and all, no sugar coated analysis from him.

I think some fairly significant changes in the nickel space are on the horizon. If not the diminishing influence of the LME then at least a split in Class 1/Class 2 pricing. The current arrangement is clearly not working.

Nickel is on for a rough ride this year IMO. Just as well we're not producing for another 9 to 12 months and not likely to hit nameplate until 2025.

TDT

"Assume vermelho starts building q1 25 and 2 year build + commissioning....."

Optimistic. JM said A2 would not be in a position to move until A1 had hit nameplate due to various restrictive covenants. A1 is unlikely to hit nameplate until somewhere between 4th Q 2024 and 1st.Q 2025 which means the development of A2 will not until 1st.Q 2025 at the earliest. Given the cautious approach adopted to date I don't see them trying to develop A2 and V at the same time.

Happy to be wrong.

TDT

Amur trades today and yesterday as published by the London Exchange.

https://www.dropbox.com/s/mog7h0t1qwnjljn/Trades%20report%20for%20AMC%2028-Apr-2023.csv?dl=0

https://www.dropbox.com/s/yrleolw206om3cd/Trades%20report%20for%20AMC%2027-Apr-2023.csv?dl=0

TDT

This explains things clearly.

https://www.ig.com/uk/glossary-trading-terms/off-book-definition

TDT

"Off-book transactions are made directly between two parties, outside or 'off' of the order books."

"Direct market access describes the direct access to the electronic facilities and order books of the financial market exchanges in order to execute trades."

All trades today, apart from two AT's and a UT, have been off-book.

TDT

It looks very much like the HNWI's are moving their shares on for the customary 5% to 10%.

If it goes stellar all well and good but I'm not expecting it.

TDT

stretch8

I made my first investment in Eurasia in 2012. When was yours?

Being filtered by an ignorant ill informed clown like you is a blessing.

TDT

"West Kytlim is the ace card....."

Comedy at its finest. An ace card that has lost money every year it has operated. Now a drag line is going to turn it around. Just how desperate do you have to be to believe that?

TDT

First paragraph, page 62.

https://pureadmin.unileoben.ac.at/ws/portalfiles/portal/1848230/AC08387285n01vt.pdf

TDT

contrarian123

Try imodium. That might give you temporary relief from your current affliction.

TDT

contrarian123

You don't make me laugh, you just bore me.

TDT

Whatever.

TDT

contrarian123

It's for sitting on not talking out of.

TDT

You assume the assets have a residual value. You also assume that you know the full extent of RRR's liabilities. Any monies owed for any taxes or licenses would rank ahead of you.

If RRR can't extract anything from the Congo what chance they'd be able to extract anything from any of the other jurisdictions in the event they're wound up? I reckon less than zilch.

As TheeDuke rightly points out, if it were all that nailed on and secure you wouldn't be here pumping furiously day in day out.

TDT

“There is no downside to the CLNs.”

If the company goes bust?

TDT

brainspark

Saw the same thing on Eurasia Mining, another AIM black hole for PI's money. Its just somebody trying to create the impression that something is about to happen by placing a whole series of small trades. 80 or so small trades with a combined value of probably no more than £500. Best ignored.

TDT

Total indifference.

TDT

"Horizonte will provide a full construction update for Araguaia covering activity in Q1 2023 in late April. "

I wonder how late it "late April". Next week is the last week in April so I guess sometime that week. An update to the end of Q1 will only be another two months on the previous update which was up to 31st. January. At that stage they were 40% complete. 50% complete at the end of Q1 would be good but that's probably being a bit ambitious.

TDT

Nothing we don't already know/suspect.

https://foreignpolicy.com/2023/04/17/china-indonesia-nickel-metals-inflation-reduction-act/

Still worth a read though.

TDT

"I'm pretty confident we will never see 0.3p......"

Oh yes you will. A consolidation then a dribble down to 0.3p is a distinct possibility..

The Red Rock Business model? Rinse and Repeat. He's done it before he'll do it again.

TDT