Amur Minerals Share Discussion Threads

[madengland_] 17/9/2018 09:21

Pea..... wasn't long ago we'd have been jumping for joy over a 5.50 nickel price! Nothing goes up in a straight line. Stock levels are dropping. We are sat on a pile sulphide and near a country that aspires to be the electric vehicle number one.

[seaclipper] 17/9/2018 09:19

Qqr - 10-15p ---MORE much much MORE M8 .

[qui quaerit reperit] 17/9/2018 09:15

Agree TDT, need to wait and see...if nothing happens end of september then all this is more likely a deliberate action for take over between 10-15p me thinks...

[peawacks] 17/9/2018 09:14

...and the price of nickel plummeting.
Right place, right commodity, wrong time !

[seaclipper] 17/9/2018 09:12

TDT = this IS a world class asset =

Value will out - yep - Patience .

[trickydickytwo] 17/9/2018 08:59

A T/O with the shareprice currently struggling to keep above 4p!!!!! What do you expect the bid to be? 6p!!!

PFS before the end of the year if we are lucky and a share price in double figures to follow. You don't want to be talking to anybody about being taken over when you have an asset worth in excess of $20B and you're valued at less then £30m.

Patience.

TDT

[callmebwana] 17/9/2018 08:54

Goopd morning all.
well one day that very elusive RNS from AMC will come.
O/T
I am having a good day today with some of my other stocks.
AAZ that I have mentioned here a few times has put out an RNS 93 Grams a Ton Gold !!
Very little debit as well. maiden Divi to come.It was also tipped in Midas.
Results out today. So I topped up on that one @49.6P again.
REDT is also motoring along nicely. ZIOC will do it's thing. NAI PDYOR etc.
Apologies in advance re O/T.
GLA with AMC.

[callmebwana] 16/9/2018 17:04

Tad, I hope you are right about the T/O. If he presents just the PFS and that is all,where is the finance going to come from for next year?? I am hoping for anything.
There has been no news at all bar the Media week. If it is a very good PFS perhaps he will be able to raise finance on decent terms and price. Lansted,CREDE,Riverfort then who next? Suppose we will just have to show some more patience.
The word PATIENCE is printed on my forehead now.This share and RY have tested me fully. LOL.
At least Lewis won the Formula One race.
GLA.

[qui quaerit reperit] 16/9/2018 15:51

Everything is rumours apart from official information available on Amur website or published in press commented by Government officials,company representatives etc...RY said there will be Media week in September and we are only half way in September yet. Most likely next week we will be told the date...Yes there are questions all over in a last few weeks and the more I look at everything the more it looks like we could be taken over ( hence all the secrecy surrounding us in last weeks...) may be wrong and it will be JV but JV usually is not surrounded by such a secrecy...or it may turn around to a bidding war for our assets...

[peawacks] 15/9/2018 08:04

VLADIVOSTOK (Sputnik) - The Russia-China Investment Fund (RCIF), established by the Russian Direct Investment Fund (RDIF) and China Investment Corporation, and Tus-Holdings, one of China's leading innovation companies, announced the launch of the Russia-China Venture Fund (RCVF), RDIF said in a statement.
"The fund has already studied more than 100 potential projects, of which it is currently considering five in detail — in such areas as new materials, information protection technologies, virtual reality, the development of new generation industrial equipment, innovative oilfield services. The fund plans to announce the first deal by the end of the year," it said.

The RDIF also said that the leading companies of Russia and China will boost bilateral investment.


China's Energy Imports From US Could Be Substituted by Supplies From Russia - Analysts
"Today there are 73 projects with a total worth of over $100 billion in industrial, infrastructural, mining, agricultural and other sectors. Thanks to the work of the committee, seven projects worth $4.6 billion have already been implemented," the RDIF said.
Moreover, RDIF announced Tuesday that it will invest in traffic infrastructure in Russia's Khabarovsk region jointly with Chinese Shandong Hi-Speed Group.

"We believe that the experience of the Chinese side in building and managing modern highways will help make our roads safer, more effective and comfortable," RDIF head Kirill Dmitriev said, as quoted by the RDIF statement.

Meanwhile, Russia's Vnesheconombank (VEB) first deputy chairman Nikolai Tsekhomsky told Sputnik Tuesday that the VEB will discuss potential projects with the China Development Bank (CDB) at the ongoing Eastern Economic Forum.

Russia Considers China's 'One Belt, One Road' Initiative Important, Promising
"Today we will have a meeting with the [Japan Bank for International Cooperation] JBIC, our important partner. Tomorrow we will discuss a wide range of bilateral projects with the China Development Bank," Tsekhomsky said.
The official added that the VEB was planning to attract partners from South Korea, China and Japan to joint infrastructure projects in Russia.

The RDIF held its annual session of the Russian-Chinese business committee on the sidelines of the Eastern Economic Forum in Vladivostok.

[ciao4niao] 15/9/2018 06:53

THERE they are!

[seaclipper] 14/9/2018 17:40

Their they are....late today....

[seaclipper] 14/9/2018 16:34

Shiver me timbers....called that wrong...them stayed away.......all seem to loading instead for Monday`s RN !!

[seaclipper] 14/9/2018 16:03

Well ...get ready ...last 30 mins......sell sell sell !!!!!!!!!!!!!!!!!

[callmebwana] 14/9/2018 13:59

There are 3 small AT sell trades today. I think it is CREDE. Now why would the want to do that ?? Very little volume traded today as well.

[peawacks] 14/9/2018 13:55

Happy to top up today at 3.975p Let's go !

[gizmohican] 14/9/2018 10:18

Charged up at pole position
1 2018-09-14 14:37:09China DailyEditor : Mo Hong'eECNS App Download
Battery plants and power-up network set to power China's e-vehicle industry to worldwide lead

Automaker BYD Co is racing against time to launch the world's largest electric vehicle, or EV, battery production plant in Qinghai province by 2019.

This will put Chinese companies firmly at the forefront of EV battery innovations, industry insiders say.

The race for prominence in the segment is part of China's ambitious plan to recast the global vehicle battery market and exploit rising demand for electric cars.

"BYD, which will add an annual capacity of 60 gigawatt-hours until 2020, will be among the world's tier-1 battery companies, such as Contemporary Amperex Technology Ltd. The latter is China's fastest-growing battery maker, and will have 88 GWh/year capacity by then," says Nannan Kou, senior associate with Bloomberg NEF advanced transportation.

"Competition will also lead to cheaper battery prices and more industry consolidation, and the rest of the domestic battery manufacturers will have to fight more fiercely for market share."

Zou Hui, an analyst at Orient Securities, agrees. Chinese companies are already among the top EV battery innovators, thanks to their improved technological strength and solid client base, he says.

The government has been pushing for electric vehicles, to shift consumers away from vehicles powered by internal combustion engines, in order to reduce air pollution, protect public health and make the country's energy mix greener.

This has, in turn, fueled the ambition of Chinese EV battery makers.

According to BYD, the Qinghai factory will have world-class information technology that is intelligent and automated. It will start operations next year with an annual production capacity of 24 GWh.

Wang Chuanfu, chairman of the Shenzhen-based company, believes the new energy automobile industry, as well as the battery storage segment, will see a boost as governments worldwide issue deadlines for banning traditional fuel vehicles.

The upcoming Qinghai plant, entailing a 25 billion yuan ($3.78 billion; 3.1 billion euros; ￡2.8 billion) investment, is part of the company's long-term commitment to build a total capacity of 60 GWh by 2020. It will add to BYD's current output of 16 GWh.

Like BYD, many automakers worldwide are stepping up efforts to develop advanced chemistry-enabled EV battery technologies to accelerate all-electric vehicle production.

United States giant General Motors and Japan's Honda have vowed to jointly deliver "higher energy density, smaller packaging and faster-charging capabilities" for their companies' future products.

The two will collaborate based on GM's next-generation battery system, with an understanding that Honda will source its battery modules from GM.

Contemporary Amperex Technology Ltd has also vowed to invest 240 million euros ($281 million) on a production base in central Germany, which will start operations in 2021 with an annual output capacity of 14 GWh.

"We hope to bring the world's most advanced power battery technology to Germany and offer them more timely and effective product solutions," says Zeng Yuqun, CATL's chairman.

China's new energy vehicle industry has witnessed rapid growth, thanks to national subsidies. Initially, in 2001, sales accounted for a mere 0.03 percent of the total vehicle sales. That figure swelled to almost 2.7 percent in 2017, making China the biggest new energy vehicle market worldwide.

According to Kou, different countries have chosen different technology pathways toward new-generation batteries.

China's choices have evolved, too, with the evolution of technologies themselves. The country chose lithium-iron battery technology in the 11th Five-Year Plan period (2006-10). In the 12th Five-Year Plan period (2011-15), it opted for the nickel manganese cobalt or NMC battery technology. This was followed by the NMC 811, the low-cobalt NMC battery, and the silicon-graphite anode, in the 13th Five-Year Plan period (2016-20).

Most of the Chinese battery manufacturers have kept pace with the nation's choices over the years, says Kou.

Battery manufacturers in China, the world's largest EV market, have rapidly developed their capacities, cost advantages and supply chains in the last three years, thanks to huge demand, says Kou.

Yet excess capacity of low-end products on the one hand, and lack of adequate supply of high-end products on the other, have created problems for the sector, he says.

"The industry is gradually switching to low-cobalt content NMC 811 batteries. But only a few Chinese battery manufacturers are able to mass-produce such batteries."

Another concern is that the majority of the battery manufacturers still rely solely on domestic EV automakers. Only Contemporary Amperex Technology has signed supply contracts with international manufacturers, he says.

According to Kou, with governmental subsidies decreasing and costs increasing, only a few battery companies are likely to survive in the future.

"These companies should have a large enough capacity so that they can continuously bring down costs. They also need to maintain proper liquidity to absorb some sudden short-term market impact," he says.

"They should continue heavy investment in research and development to keep up with their competitors."

To better facilitate the EV sector, utilities are also stepping up the construction of charging networks.

Beijing-based State Grid Corp of China, which operates the majority of power distribution networks, has set up 6,286 charging stations and 56,000 charging poles along 31,000 kilometers of highways and in more than 150 cities.

It is now the world's largest EV charging network. It says it will install 120,000 public charging piles by 2020, covering the Beijing-Tianjin-Hebei region, Shandong province and the Yangtze River Delta, as well as major cities in other regions, enabling smoother intercity travel for EVs.

By the end of 2017, China had 214,000 public charging poles and 232,000 private ones, figures from the China Electric Vehicle Charging Infrastructure Promotion Alliance show.

Given that there are 1.72 million EVs on China's roads, the average works out to one charging pole for every four EVs, probably the best in the world.

Jiang Bing, chairman of State Grid EV Service Co, says the company's intelligent-vehicle online platform is now connected to 19 pole operators, including China Southern Power Grid Co, Qingdao Teld New Energy Co Ltd, China Potevio Co Ltd, Wanbang Charge Facility Co Ltd, Star Charge and Shenzhen Clou Electronics Co Ltd.

"We aim to link 3 million charging poles to the platform by 2020," he says.

Li Li, energy research director at ICIS China, a consulting company focusing on China's energy market, says the convenience of driving an EV is determined by the layout of public charging poles.

Many major cities, including Beijing, Shenzhen and Taiyuan, allow drivers to easily access charging facilities. But there is still much room for improvement in EV charging infrastructure construction in other cities, she says.

"Charging infrastructure has always remained a bottleneck for EV development. It'll be too slow to rely on only one or two companies to build the chargers. The sector should encourage more private capital to enlarge the EV fleet so that the chargers' utilization rate is high enough to generate profit."

[callmebwana] 14/9/2018 09:35

Mad, you should know by now what I have said in the past. I love the resource and my investment in it but the BOD have shown themselves to be incompetent in my eyes.
I know RY knows his rocks but he has been rubbish at finance and as a CEO.IMO.
One thing is for sure, someone will want the discovery,it is not just going to sit there forever. The sooner that happens the better for all the suffering LTH's.
I hope he pulls a Rabbit out of the hat sometime. When that time will be ??
No one knows.I will be the first one to congratulate him if he does pull that Rabbit.
GLA.

[madengland_] 14/9/2018 09:14

CMB - no not a whisper. I never expected one, he's bad enough at responding to questions. What chance is anyone who dares to be frank and critical! Very poor show Robin.

[callmebwana] 14/9/2018 08:50

Edjge2, good morning,why wait with news due in September from our Master RY??

I feel that if Trump goes ahead with his threats China will dump the Dollar Bonds they hold. Strange times at the moment. I am a Gold Bull for sure.IMHO.
I hope you are still holding AAZ, news and Divi due there shortly,I have been topping
up there.NAI.

[seaclipper] 14/9/2018 08:42

Monday it is then !!!!

[qui quaerit reperit] 14/9/2018 08:31

We should hear something next week in - XXIX International Mineral Congress – Moscow, Russia

[edjge2] 14/9/2018 08:31

Tempted to add some here below 4 but cannot before Oct 1. Metals to rally soon I feel with dollar demise.
Gary thinks that is coming

[callmebwana] 14/9/2018 08:07

Morning Mad,I think he is playing us like a fish on a hook. I just hope something big is happening in the background.
I guess no reply to your email either? It seems like he is in a closed period with the LTH's.