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Share Name Share Symbol Market Type Share ISIN Share Description
Amur Minerals Corporation LSE:AMC London Ordinary Share VGG042401007 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 2.27 2.24 2.30 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 0.0 -1.8 -0.2 - 31

Amur Minerals Share Discussion Threads

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DateSubjectAuthorDiscuss
21/10/2020
22:20
I've never read such anodyne tripe as Hughez is posting on the gimp thread. He calls this research! It seriously does give investment and bulletin boards a bad name.
madengland_
21/10/2020
15:20
Copper Hitting 7000 USD per tonne also. :).https://twitter.com/megacontango/status/1318919300506439680?s=21
hughez87
21/10/2020
08:56
Nickel breaching the 7.25USD per Ib mark. Does not look like stopping anytime soon.
hughez87
20/10/2020
14:54
Afternoon all, I took the opportunity and added a few this am at 2.36..
atticusfinch1
20/10/2020
13:46
A summary of the podcast contained in my post earlier.....AMC are sitting on a monster given these figures. Nickel Sulphate.              -Tesla offer of Giant Contracts- Nickel to become the New Gold- Key Driver = EV Growth- 2.1m EV's in 2019 - 35 KT of Class 1 Nickel (currenty only 3% of current nickel mining)- 114m EV's forecast by 2030 - 925KT per year (more than 14 Times Increase on current Nickel Mining needed in a short space of 10 Years) .             - If Paris Climate Agreement is fully adopted is expected to increase EV growth even further- This would 36% Growth per Year in EV Demand- Reaching 245 million EV's in 2030 and Class 1 Nickel Demand of 2000KT per year  .            Supply Side  .-S&P Global ratings expect 2.3 Million Tonne mined to be mined by end of 2020-Battery Grade Nickel Sulphate can only be produced economically using Class 1 Nickel (most pure form)-Battery Supply Class 1 grade makes up only 1 Million Tonne  - 37% of Current Annual Production-Huge Supply Challenge for Global Nickel-Class 1 Nickel Sulphide deposit discoveries are very rare, only 1 in last decade
hughez87
20/10/2020
10:50
S&P Global Platts Pricing Director for APAC Metal Markets Julien Hall talks to Platts battery metals experts Joyce Zhang and Jiahong Ong for an overview of nickel use in electric vehicle batteries, the main fundamental drivers in the market, and how the pricing behaves, to get a better sense of how hot the nickel market really is...https://www.spglobal.com/platts/en/market-insights/podcasts/battery-metals/101920-nickel-price-benchmark-china
hughez87
20/10/2020
09:44
You are too kind sir.I see the multi moniker latex clad ramper club is getting very excited about nickel now. As for the post you shared below what a load of tripe, a sad individual making up nonsense
madengland_
20/10/2020
08:48
Nickel $7.13 per lb, keep going girl!
patio58
20/10/2020
08:26
Up to 7.01 USD per pound and rising steadily. Bodes very well for AMC.
hughez87
20/10/2020
07:10
Nickel price steadily rising stocks falling come on Adam
gizmohican
19/10/2020
20:20
Not only that, it's sulphide at some serious scale. That's what will be attractive to any big player wanting to take a foothold in battery grade nickel sulphide. ESG proponents - including many investment funds will only want sulphide. The environmental footprint left by various nickel conversion techniques - such as HPAL raises serious questions. Additionally, many battery manufacturers want the purest form of sulphide nickel in order to continue to raise the bar in terms of battery performance. They're already finding that lateritic conversions aren't cutting it.
the deacon
19/10/2020
19:59
Ipwil,. You need to be very careful using the AMC PFS figures for comparisons because there are fundamental changes which have been announced that make an enormous difference..For example:.The copper, platinum, palladium, cobalt, gold and silver were not included in the PFS TS option. We have now been told that our discussions with the offtaker include paying for all metals.Their current in the ground value is about 3bn. .An exceptional drill season from 2018 which will increase our resource substantially is not in the PFS, likely taking us to 2m tonnes nickel equivalent. .We can produce a seperate copper concentrate that is that at today's price is about 1bn which was not included in the TS option. ..The projects and companies are very different and should not be compared..I think Mark Selby did a crux investor interview discussing the environmental friendliness of Nickel types and which one's are a preference, hence commanding a premium which is worth a view.
crazytowner
19/10/2020
19:36
Its all about the SULPHIDE! Why have Laterite when you can have the cream?
nolosstillsell
19/10/2020
19:12
That article is a year old....blimey, cutting edge stuff here.
ipwil
19/10/2020
18:00
Nickel on the rise.Steadily falling nickel stocks bullish sign for price direction - sources.Low refined nickel stocks and a looming ban on exports of nickel ore from Indonesia are two factors creating a bullish nickel market, according to participants at the seventh Asian Nickel Conference held in Jakarta in mid-September..Low refined nickel stocks at exchange-listed warehouses and the unlikelihood that huge amounts of nickel ore will be stockpiled at Chinese ports ahead of a ban on exports of the raw material by Indonesia next year prompted participants at the seventh Asia Nickel Conference in Jakarta on September 11-12 to take a bullish view on the metal's price direction. Fastmarkets' analysts forecast an average London Metal Exchange nickel cash price of $16,375 per tonne in 2020, an increase of 20.4% from a forecast average price of $13,603 per tonne this year. Inventories fall "Global nickel inventories have declined a lot since the start of 2019 and market participants hold different views on the steady decline seen in both LME and Shanghai Futures Exchange stock levels – whether it's mainly consumption-driven or is simply stocks being moved away to 'shadow warehouses'," Andy Farida,
hughez87
19/10/2020
15:05
I don't understand the argument - I hold both AMC and HZM. HZM is better managed, in a better jurisdiction and closer to monetisation, but AMC is a lot cheaper.
swanvesta
19/10/2020
14:14
Okay show me these expert reports, because you are faaaaaaaaarrrrr from an expert.....waiting.... Oh so the little kitchen sink project at your $8/lb PFS is $1.2bill NPV and $3.6b free cash flow vs $987m and $3b (FFS). Capex for sinks $443m, kun Manie $695m I make that better figures than your precious battery project.....and that is before anything is added for Vermelho, HZM doesn't even need Vermelho to be better than your figures. FACTS matter, although you have difficulty in that area. Now it does not matter what the world wants, Laterite will be used as there is so little sulphides, so it matters not. By 2030 more laterite mines will be producing sulphate than sulphides will.... If you can please explain to me the dirty part of Vermelho? Is it the hydro power, the train transport, the dry stack tailings, the fertilizer byproduct to help local farmers? Please you have read the expert notes, tell me which part is dirty? Is a C1 cost of $3.5/lb costly? What are you using....diesel generators, trucking it? Oh you will sell it to the chinese but no western OEM (or supplier to them) will not touch it with the cardon use alone. Quiz.... what type of Nickel mine has had the costliest environmental disaster in the last 10 years? What Nickel mine is one of the world's worst sulphur dioxide emitters? What type of ore body does this mine have?.......seems all mines can be 'dirty' it is what they do to mitigate that which counts and there are plenty of ways to mitigate dirty.
ipwil
19/10/2020
13:24
Some great posts there, Mr madE.
mr skint
19/10/2020
13:24
Some great post there, Mr madE.
mr skint
19/10/2020
13:23
Posted on LSE by The Durex clad king of rampers from GIMPS R US."My belief is that AMC will look to sell a majority stake in Zao Kun Manie for a significant sum (for arguments sake let's say 75% for 750m).That would leave AMC with 20% of" RB, 25% of KM and 750m in the bank.I'd expect a large proportion of that 750m to be returned to share holders via special dividend"
mr skint
19/10/2020
13:01
Yes Plantpot, I am stating that Amc are by far the better bet when all things are considered. Experts all agree that attempting to convert Laterite to Class1 battery grade Nickel is an expensive & environmentally unfriendly business. Sulphide is clean Nickel and that's what the world wants, the Ferronickel at Arugula is ok for kitchen sinks but for those looking to procure Class 1 Battery Grade Nickel,its Kun Manie all the way.
schachmeister
19/10/2020
12:27
schachmeister....flat earther, climate denier, body of evidence not requireder....... Hush little one, one day you will grow up and be able to read and have independent thought.. At no point have I said one is better than the other, thats on you.
ipwil
19/10/2020
12:20
Again more poor comments via lack of knowledge. It defies belief! Yes one element of laterite Nickel Sulphate production is more costly, but there are many other costs in getting it delivered to a buyer. 1. Laterite is mostly open pit, sulphide mainly underground mining due to veins.....guess which costs more? Build and extraction.... 2. What power source are you using and cost? 3. How far must you transport it and the costs. Trucking is expensive for example. 4. In country taxes, labour etc. In general Sulphide is the easier option not but necessarily the cheaper (due to whole mine costs) and Laterite ores can and ARE producing Nickel Sulphates competitively. The tech is there albeit still improving HPAL the most difficult but many can use Atmospheric Leach Heap too. There are so few sulphides left that there is no choice but to utilise Laterites, then only the lowest quartile mines of both will be successful. It is not one or the other but BOTH. Most of the supply is/has been sulphide because there was enough sulphide to cover battery needs and no need to use anything else, BUT falling grades, closing mines and less new discoveries means that in the future Laterite will be the dominate supply, not because it is better this or that, because it is needed to fill the hole in supply and it is abundant (though not many will be lowest quartile). To note HZM's Vermelho will C1 of circ $7k Sulphate.....sound expensive? No it is not, it is lowest quartile. Many new mines need $20k/t to be worth opening. Don't be mistaken thinking sulphides are not in that $20k/t bracket too. However investment wise right now HZM is more about Ferronickel supplying stainless steel not sulphate, the Araguaia mine being financed now is at today's nickel price a $1billion NPV (stage 2)..... Nothing to do with sulphate. So that is $1b NPV before even valuing Vermelho ($1.5b current nickel price).... They are different propositions on different paths. If Nickel goes up to long term ave forecast of 18,600 they hit a joint NPV of $3.5b. Doesn't sound profitable at all.....pfft! Both can operate down to circ $10k/t Nickel so can weather bad times too. Just don't MISS compare them because of lack of knowledge.... Sulphide is getting press at the moment but as I sad before not all that glitters is gold, sulphide is not the only game in town by a long shot.
ipwil
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