Amur Minerals Share Discussion Threads

[gizmohican] 01/8/2021 11:43

Rip indeed madE

[madengland_] 01/8/2021 11:30

Indeed it is all about timing and the timing here could be spot on, however still plenty of uncertainty. As for RY and recalling what he has commented, I find this pointless. Brassneck (RIP Paragon) Robin has eroded the trust of his shareholders through the lies and BS he has spun, only to then go silent.

[madengland_] 01/8/2021 11:06

Thanks for posting that an interesting story. I think you are missing the irony in my post TDT.

[trickydickytwo] 30/7/2021 17:45

madengland It's not about NDAs it's about timing. If you remember the example RY used to always refer to, Mirabela Nickel, as a similar project to KM you'll understand that. Santa Rita was profitable in the early 2010's but as the price of nickel dropped it went into the black and went bust. Nickel started to recover, Appian Capital saw an opportunity and Atalntic Nickel (nee Santa Rita) was born. It's the same with Amur but without the drama of a bankruptcy and change of ownership in between. So many things in life are about timing. TDT

[gizmohican] 29/7/2021 08:50

China’s nickel sulphate prices hit new high Published date: 28 July 2021 Share: China's domestic nickel sulphate prices rose to a new high on 27 July, with import prices also surging amid burgeoning demand from the new energy vehicle (NEV) and battery sectors and tight local supply. Argus' assessment for domestic nickel sulphate rose to a record high at 37,000-38,000 yuan/t ex-works yesterday on strong demand and low availability. The figure was up by 23pc from Yn30,000-31,000/t at the start of 2021 and up by 37.6pc from Yn24,500-30,000/t a year earlier. Import prices for the cargo yesterday were at $4,450-4,650/t cif China. Import volumes of nickel sulphate in January-June stood at 19,528t, up by 632pc from 2,669t in the same period in 2020. Supply concerns over nickel matte, an intermediate product of nickel sulphate production, arose after a 6.2 magnitude earthquake on Monday struck off Sulawesi island, Indonesia, where Vale Indonesia's nickel matte plant is located. The company had reported a 16.7pc decline in output of nickel matte during January-June from a year earlier as January-March output was cut by 14pc because of maintenance. "The supply rise of new energy battery materials has been lagging demand gains after China recovered from the Covid-19 pandemic in the second quarter of 2020, as it takes time for new facilities' construction and production to ramp up, so the prices still have room to go up," a market participant said. China has incentivised the development of NEVs to achieve its goal of decarbonisation by 2060. Beijing announced in April 2020 that it would extend government subsidies on NEVs for two years to the end of 2022 and exempt the purchase tax on NEVs for 2021 and 2022. The country's production and sales of power batteries and NEVs in January-June both hit new highs aided by the incentives. Total output of power batteries rose to 74.7GWh in January-June 2021, up by 217.5pc on the year. Installed volumes increased by 200.3pc to 52.5GWh in the first half of 2021, according to data from the China Automotive Manufacturers Association. Downstream NEVs output rose by 200.6pc to 1.215mn in the first half of 2021 on the year. Sales soared by 201.5pc to 1.206mn units in the first half of 2021, similar to sale levels for the entire 2019, according to the CAAM data.

[buzzarn] 28/7/2021 11:43

L we s freea

[showercubicle] 27/7/2021 16:30

. Mercedes-Benz will need a battery capacity of more than 200 Gigawatt hours and plans to set up eight Gigafactories for producing cells, together with its partners around the world. This is in addition to the already planned network of nine plants dedicated to building battery systems. Next generation batteries will be highly standardized and suitable for use in more than 90% of all Mercedes-Benz cars and vans while being flexible enough to offer individual solutions to all customers. With regard to cell manufacturing, Mercedes-Benz intends to team up with new European partners to develop and efficiently produce future cells and modules, a step which ensures that Europe remains at the heart of the auto industry even in an electric era. Cell production will give Mercedes-Benz the opportunity to transform its established powertrain production network. By continuously integrating the most advanced battery cell technology in cars and vans, Mercedes-Benz aims to increase range during the production lifecycle of a model. With the next battery generation, Mercedes-Benz will work with partners like SilaNano to further increase energy density by using silicon-carbon composite in the anode. This will allow for unprecedented range and even shorter charging times. When it comes to solid-state technology, Mercedes-Benz is in talks with partners to develop batteries with even higher energy density and safety.

[showercubicle] 27/7/2021 16:30

hxxps://www.daimler.com/mbsu-2021/en/

[mr skint] 26/7/2021 15:33

LOL,,,, From LSE, "However getting RY to tell us anything is like water from a stone i know Crazytowner has sent at least4/5 emails and not one has even been acknowledged?" So even the mighty Crazy gimp is being spurned by Master Robin, how dare he? What happened to their messiah AH ? and the imminent offtake by Glencore ?

[mr skint] 26/7/2021 06:57

And the wait continues.

[madengland_] 15/7/2021 17:41

Yes very genuine. Stick to the root vegetables buddy

[russian turnip farmer] 13/7/2021 00:06

MadEngerland No deramp, just a genuine reflection on the miserable performance AMC has yielded to Shareholders since 2017.

[madengland_] 12/7/2021 12:37

Lol RTF, when you say our you intonate you are a long term holder whereas you are a long term deramper and it's got to be said, not a very good one. I think you will see if you look, the mine economies are more than stacking up and I believe RY is following the route to activate them. As for there is no road...... is that the best you can do? The Romans built roads

[russian turnip farmer] 11/7/2021 16:52

AMC has Nickel sulphate but the no road is around 100 miles long, which has to be built. How much will this cost. All the bridges, culverts. This in a place that freezes solid for 5 months every year. The last Jorg gave a price of $7.20. So the mine is profitable but what will our board do about it all. They have done nothing but dilution these last five years. Will they change?

[bwana6] 11/7/2021 09:04

Oh' one more thing I forgot to mention ! There is still a lot more land area to be drilled and more class one Nickel to be discovered aroumd Kun Manni . AMC had a lot more land that has not been drilled yet. Some land was returned to the Russian Government as AMC felt they had enough on their plate with the current licencse area. The whole area is a district of an old volcano that spewed out Nickel SULPHIDE . Yes Nickel Sulphide is the gold word. Not a lot more of it is left in this world to be discovered either. DYOR please.😉 ATB.

[bwana6] 11/7/2021 08:42

Good morning guys. Yes this dog share still has life left in it. The TEO will have to be presented before December. How good the TEO is going to be depends on RY and his plans for the mine. I am no mining engneer but i suppose it all depends on where the class one Nickel price ends up !! Open pit only or undergound mine as well in the TEO. So I am keeping a close eye on the Nickel price and Copper. As AMC is working on selling the matte. There is stil a long road ahead ! The Road finance ? Yes thr Russians have agreed a low interest loan for that. How long will it take to build that road ? Two years IMO. Will AMC get to the BFS stage ? I pesonally don't think so. More than likly it will be sold off to a Russian outfit. At what price ? I have no idea ! We have the dealmaker in Thomas Bowen. He has a fair bit of skin in the game here. What will happen to the share price after the TEO ?? It all depends on the price of class one Nickel and how good also the TEO is IMO. There will be a lot going on in the background after the TEO. Will the FEDF help in the construction of the mine? A lot to digest and decide in the future as an investor here. It all depends on what news RY gives us. I think AMC has the potential to multibag from the current shareprice. NAI ofcourse. AMC is the only forighn Co.to hold a 100 % ownership of a Nickel resource in Russia. AMC is one of the top ten Nickel discovries in the world. All the above are my own personal views. So again NAI. This share is a binary bet. ATB and stay safe.

[paleje] 10/7/2021 15:38

Article in today's investors Chronicle re growing demand for nickel... ' While battery manufacturers are crying out for stable class 1 nickel supply, a Norilsk Nickel vehicle has put it up for sale to anyone Key energy transition metals up for grabs in new ETCs July 6, 2021 By Alex Hamer One of the world’s largest miners has diverted nickel supply into a new investment vehicle for retail buyers, even as manufacturers of electric vehicle batteries and other green technologies are clamouring for more supply of the key base metal. Earlier this month, Norilsk Nickel added nickel and copper exchange-traded commodities (ETC) to the London Stock Exchange and Borsa Italiana. The Russian miner is the world’s second-largest nickel producer, behind Vale, and is a key supplier for European battery manufacturers. In April, London-listed chemicals company Johnson Matthey signed a supply agreement with Nornickel for its existing lithium-ion cathode plant in Poland and planned factory in Finland. Johnson Matthey said the deal would provide “long-term security” in the face of looming supply deficits. Physically-backed ETCs track a metal’s spot price, backed by reserves of the metals stored in London Metal Exchange (LME) warehouses in the Netherlands. The nickel set aside by Norilsk is of the quality needed for lithium-ion batteries, meaning it can be bought and sold on the general market. Demand from the electric vehicle industry for this type of nickel has climbed as countries tighten emissions standards, with prices on the LME hitting a seven-year high in early 2021 of almost $20,000 a tonne and remaining around $18,000 a tonne in recent months. Nickel has overtaken cobalt as the preferred cathode ingredient for batteries, with Tesla and others swapping out the metals to increase the range between charges of their cars. Copper has also hit new highs, reaching $10,500 a tonne in May. Some analysts have called the recent highs as a peak for the year, even after prices recovered following China's smaller-than-expected selloff of state copper reserves. This was an attempt to knock prices down, arrest inflation and support the government's 6 per cent GDP growth target. But in the long-term, both metals' prospects are good. Ivan Glasenberg, the outgoing chief executive of commodities trader Glencore (GLEN), told investors in April that the mining industry would need to add 1m tonnes of copper supply per year out to 2050 to meet demand and find an extra 225,000 tonnes of nickel, almost 10 per cent of current annual supply'

[madengland_] 10/7/2021 13:36

Sharing this post from dogberry on the APF board due to the perspective it gives on nickel and copper. In the event RY announces the TEO and a likely copper stream deal I think you'd expect to see a significant rerate here... ps I hold APF alsoInteresting tweet from APF the other day with a chart on related energy metalshttps://twitter.com/AngloPacificPLC/status/1412364224253378560?s=09

[inaminute] 08/7/2021 09:05

We have got to the loony tunes stage now have we? Have a lie down, but keep an eye out for all those watching you

[russian turnip farmer] 07/7/2021 03:40

In my opinion It looks like Roy Rogers needed more dough so he sold out the NRR deal. After the TEO... how much do you think this is worth. I say a min £120M but will Roy Rogers look for suitors or just enjoy the gravy train.Will we get another two years of dilution. Very dodgy this one,

[madengland_] 06/7/2021 19:14

Thanks for this amazing insight, will I be safe in my bunker? Is this before asteroid g298411 hits earth causing the next ice age and the extinction of the human race? In the meanwhile watch out for those Indonesian hornets, nasty little fockers

[taqqr] 06/7/2021 09:54

How will millions of companies like amc survive? If economies will collapse so will and millions businesses across the globe...ppl will have nothing to eat, no water, gas, electricity etc etc, this will cause civil and even WW3....at the end of all above there will be no slaves working every day for pennies, will be no corporations, no countries and no people...there will be nothing to RESET...:)

[amurmineralsfanatic] 06/7/2021 01:35

The planned 'Cyber Polygon' internet outage/vaccine deaths will come about from this coming Christmas as the economy is deliberately collapsed for the Great Reset. If the share price hasn't reached 10 pence by then, it won't for another ten years.