Member Info for Tuckman

WryYidTickTock, Kun Manie will be sold before end of 2021, just IMO, more near term cash producing assets brought in soon, IMO this company will have a diversified portfolio of producing assets cash generative over the next 3 years which will be quicker than taking Kun Manie into production and also less risk. All eggs in one or sorry NRR 2 baskets. Just thinking outside the box, less risk more diversification better for shareholders.

But anyway no one knows what lies ahead

Well if it does not go up then we will all have been talking garbage :) . Question is where will it go up to over the next 3 years, 8/9/10. Any thoughts on what could be the peak that Tesla and the manufactures are prepared to pay! I would hazard a guess people would pay more for their car if the cost for recharge was reduce by say home solar battery storage as well! Certainly is interesting times ahead!

Well as they say though, actions speak louder than words. I guess we are all waiting patiently for that 1st major contract to be signed off, but if it works and the blueprint and model can be easily replicated then it certainly shall snowball!

Absolutely right etank , I have not got a clue, I always say IMO , I believe you are correct on the battery grade Nickel ! Demand will be massive just so long as their is no new invention or innovation that takes us out of Electric vehicles tomorrow :) :)

As always the next wave of RNS’s should shed some light on which path we will follow over the next few years. Let’s hope for us the board make 100% the right decisions!

Absolutely agree etank, that is why I think we will keep maybe 20% of the mine but deliver further deals. The company have made Adam the prez so they must have a lot of faith in him and his direction or contacts. Again I do not know what is going to happen but either way is a win win or even sadly bad decisions can be made! The LTH’s here know about decision making from this current board. Go back a year and no one will have predicted this pandemic , will it be a good or bad thing for us and the EV future? Let’s hope for us the next years go to plan and we all make some good money here whatever direction they choose!

That’s what makes this an amazing opportunity if a deal can be pulled off. You just have to look at the current MCAP and then look at the potential. Yes it has been a strange year but until the deal is done and the facts and figures are laid out we can only hope. But again if the info on West Derby is right then more money in the bank and let’s hope Nov/Dec comes good for a Christmas prezzie!

etank, my view is always that the board have to do what is in the best interest of the shareholders, for me Adam was appointed as a deal maker and IMO the deals will keep coming, yes keeping Kun Manie IMO will generate massive value and I hope it will not go too cheap. If it does go though , hopefully it will be for the purchase and completion of many near term producing and profit making companies which in turn could generate us a higher SP in a shorter time and give us cash flow to build. Which path is more valuable to the shareholders , building or diversification, I don’t know the answer but the path the company chooses to follow will no doubt be shown as future RNS’s come along. Either way win win for us all but IMO Adam was brought in to do deals and not wait. The path he has shown for Kun Manie already ie funding from NRR etc IMO has already added value to it but sadly I don’t think the market has registered it yet! Next year should be fun at least and global events could alter decisions but at least we all should make good money from its current position and MCAP now!

Yes I caught that, I wonder if they can throw in some news pre results if it is finished or if they will combine it all together? Maybe a new university contract or health care , especially in today’s world! Run up to the end of the month should be interesting!

An update of shareholders on their website wouldn’t go amiss either!

For me yes I thought it was moveable just by using Covid for example, but wtfdit :)

No offence etank, I do believe that the potential here is massive but I also realise that this company has a MCAP of 35m and IMO a major will take this project with an offer that just can't be refused. I have at the moment just over 1.5m shares and u would love us still to be here in 3 years but if shareholders were offered 25p from here would they refuse? Will they have a choice? I feel for the LTH,s and yes I am not one of them but reality of this current climate is all to see. Anything that adds value to the end product will be very welcome indeed but my guess of next Q1 price of 5 p-20p for me still stands and the market will decide. I am also thinking of going all in for November just for the trading push but who knows what and where this will go, and tbh nobody does, but we can all have fun watching it. For me no expectations no disappointments!

Does anyone think we will get some news before the end of year report which I believe should be due before end of October! We are certainly waiting for plenty even if they just tell us that some is just delayed from say Covid?

I am hopefully wrong and IMO the TEO is only going to give the traders a pump and dump scenario as basically it is just a mandatory hurdle to cross. It's the avenues in Russia again IMO that this will open up, finance etc to basically put this to bed before the BFS, I doubt this will go another year waiting for the BFS again which is just another document when IMO they can just move this on and invest in many other companies. Adam no doubt has many and made many more contacts in his short term here to be wasting time for construction of this when he can be building an empire of multiple projects. For me the business model of diversification is sound and a quick sale of Kun Manie makes IMO good business sense.

Yeah some posts do need to disappear :) this board no doubt in November is going to go crazy with the 10% traders and pumping gang knowing the TEO is due on 1st December, wouldn't it be great if they delivered it really early. I would laugh a lot!

Little bricks, it was the concept of the oversubscribed placing and how easy it was for them to raise 500m. When we have a complete TEO it will IMO open up further Norilsk talk and obviously Russian bank money. I believe we will be taken out sometime next year after Glencore have got a firmed up offtake in place and their part of the puzzle is in place. They want it all and will get it for the treats they will throw into AMC, NRR IMO will just be one of many projects AMC will get in their portfolio! Sell off 80% Kun Manie next year for a healthy fee and then the opportunity is out there for many price enhancing projects.

Whenever Norilsk want us IMO they will take it.

Yeah Tacet, throw into the mix the complete TEO next month, access to all things Russian, sadly sometimes I think we will be gone sooner rather than later!

Again all IMO and I hope we do not go too cheaply but on the swing side if we do get a few 100's of mills , just think how many companies we could invest in like NRR, Glencore probably have a thick telephone directory with a fair few companies that need a little hand at this point of the mining cycle ! Who knows hey!

Not sure if this was brought up before below
https://www.investegate.co.uk/mmc-norilsk-nickel--mnod-/eqs/pjsc-mmc-norilsk-nickel-successfully-places-a-usd-500-million-eurobond-offering-maturing-in-september-2025/20200911163037ELFBQ/

This IMO is how easy it would be for Norilsk to buy us out at anytime from now onwards! Oversubscribed placing , just gives food for thought! Sorry if already posted, good luck all, seat on the board maybe!

Well news well overdue here but at least some nice strong buying today. An update would be nice please soon.

Nice Spartacus, yes here to the end as well although my figures are more conservative than yours but who knows what's round the corner but hopefully a much better value than here. However IMO we should be 3-4p now on current position as I believe the market still has not got the full NRR position. So today's RNS has all sorts of options on it, is it a surprise to the board or has it been generated by the board for what maybe be say a buy into AMC and say pay for the BFS and get a seat on the board by maybe Glencore or some Russian interest with the TEO so close. Who knows but I hope we shall get answers all before 1st December then throw in firmed up offtake and a bit of money and maybe even some new contracts like NRR, for me Q1 next year could be anywhere between 5p and 20p depending on market and just how good the deals go! Good luck everyone let's hope the path is smooth

Yep just goes to show what this board has turned into. No one knows which direction this company is going in and what will happen over the next 3 years but certain facts are all out there and assumptions can be made! Just sad that people have their own little agenda's. I will wait for the next RNS and make more assumptions on the back of it, I will not waste anymore of my time reading the majority of just .... On here anymore!

Westie you were wrong simples, Rover indicated after 3 years!

Rover you are correct. Don't believe a lot of what you read on this BB. The facts are often twisted