Amur Minerals Share Discussion Threads

[fragilearth] 04/10/2018 07:29

Wow,
Just been reading the LSE board, it's like a war zone over there.
I did consider signing up, but not at the moment. Tried the new Interactive Investor site, but don't like that and one of it's posters in particularly, very nasty and toxic individual.

[callmebwana] 03/10/2018 23:11

Roger, first of all, all those clowns are traders not investors on the LSE BB IMO.
Secondly they will never have the clout to do any damage. This will all come good in it's own time. Like you say I am no fan of RY either.He is known to the Russians Gov as well.It would be very stupid to try and get rid of him at this moment in time.
You are talking about the Russian TOA. They have to get that first before they can do anything more.I don't think we will get to the stage of DFS or BFS. Something will happen after the PFS AIMHO. Patience required here at the moment.
O/T.
Look into MTR, Rick Rule from SPROTT has invested in there, I have followed him in. Follow the smart money like they say.NAI PDYOR.
GLA.

[madengland_] 03/10/2018 22:59

Interesting Roger. I am not a huge fan RY, but he knows his rocks. Think Schafer is failing to get the right BOD.As for Maybach, totally agree. Always good to read your posts.

[madengland_] 03/10/2018 22:56

It was back 3 or 4 pages my friend. Sorry I didn't copy, but always have an eye out for the legend that is frak

[rogerhouston] 03/10/2018 19:23

Fun Watch, and good for our bull thesis:

Rick Rule: "High Quality Deposits, Almost Irrespective of Commodity--Will Be Taken Out This Cycle"

[rogerhouston] 03/10/2018 19:18

Hi All,

I wanted to note something I picked up in last week's RNS. They talk about having enough data to file for a Russian reserve, from which they can do a mine plan. I'm pretty sure (but am willing to be proven wrong) that they cannot do a bankable or definitive feasibility study without this. If that is the case, I sure would appreciate if Amur would make it clear that is the case and the holdup. It's been two years FFS.

Also, maybach's idea is crazy and wrong. First, there are 678 million shares on issue. You'll need more than 100x what you've got already to even get something on the agenda for the AGM. Second, think for a moment how cautious Asian companies are, be they Japanese, Korean or Chinese. Any hint of controversy in their potential partner and they will shelve discussions. You fire the CEO (who I am no fan of, by the way) and you will kill any deal in the works. We may not be happy with his performance, but to kick him out now would be a bad idea.

-RHH

[madengland_] 03/10/2018 18:42

Thanks for posting Tad.Agreed RY has been wise to go it alone as long as he can, I've always believed that's the best strategy. Still struggle with his financial decisions and PR/comms within that.

[qui quaerit reperit] 03/10/2018 18:16

I now understand why Robin decided to go ahead with building everything instead of selling Amur...just read below...all benefits until full return of investment...hence all delays...Robin is looking for most optimum way...Investors who have independently built the necessary infrastructure facilities for the enterprise will receive benefits on income tax, mining, land, property of organizations, until they fully return the investments, "said Lyudmila Kanaeva

[qui quaerit reperit] 03/10/2018 18:13

Now the Ministry is developing a number of new legislative acts that are at different stages of the legislative process (from interdepartmental coordination to consideration by the State Duma). Among them - encouraging the launch of new investment projects. "High demand for state infrastructure support and limited available budget resources have led to the preparation of a new tool to support investors in the Far East - targeted tax incentives in the amount of investments in infrastructure for new industries. Providing tax incentives in exchange for infrastructure. Investors who have independently built the necessary infrastructure facilities for the enterprise will receive benefits on income tax, mining, land, property of organizations, until they fully return the investments, "said Lyudmila Kanaeva.

[qui quaerit reperit] 03/10/2018 18:10

Very interesting read...02/10/2018 # Far EastThe International Legal Forum of the Countries of the Asia-Pacific Region "National Justice and the Economic Development of States: New Challenges in an Epoch of Changes" was held in Vladivostok. Lyudmila Kanaeva, deputy director of the legal department of the Ministry of Eastern and Eastern Development, told about the development and implementation of new laws and regulations governing the priority development of the Far East at a meeting of the forum."The advancing socio-economic development of the Far East is impossible without a strong legal base; a block of laws and by-laws that provide the advancing development of the Far East is now formed. For six years, starting in 2013, 36 federal laws were approved for the Far East, more than 155 acts of the President of Russia and the Government of the Russian Federation were signed, and more than 107 departmental acts were adopted. In the legislative sense, 2017 was the most fruitful year, when 12 federal laws and 51 acts of the Government were adopted. This year, 6 federal laws have already been passed and a number of laws are under development, "said Lyudmila Kanaeva.As noted by the deputy director of the Ministry of Eastern Development, laws were passed related to the formation of preferential regimes of the territories of advanced development (TOR) and the free port of Vladivostok (SPV), changes were made to the tax, customs, budget legislation, and decisions were made to simplify land relations and urban planning. within the framework of the Far Eastern Hectare program, the launch of investment projects in a number of industries was simplified, and administrative pressure was reduced."New mechanisms for the development of the Far East were developed and launched: infrastructure support for investment projects, a mechanism for free provision of land plots to citizens of the Russian Federation and reduction of electricity tariffs for industrial consumers of the Far East, prioritization of state programs of the Russian Federation and programs of state companies in the interests of the development of the Far East, East economic forum, e-visa for foreign citizens arriving at the free port of Vlad East East, investment quotas for fishing. Behind these mechanisms is a systemic regulatory framework that guarantees the long-term favorable conditions for investing and doing business in the Far East, "she said.According to the representative of the Ministry, when developing laws, the specifics of the macro-region are taken into account. Thus, the weak development of transport and energy infrastructure is one of the main factors constraining the implementation of large investment projects in the Far East. In response to this problem, in 2015, a mechanism of targeted infrastructure support for investors in the Far East was developed and launched. The essence of the mechanism lies in the provision of federal budget funds for the creation of infrastructure facilities necessary for the launch of new industries in the Far East. Funds are provided on a grant and non-refundable basis in the form of a subsidy. At the same time, the investor assumes legal obligations to independently build infrastructure facilities and launch a new enterprise on time and with installed capacity. The constructed infrastructure object remains in the property of the investor, which does not generate further budget expenditures for its operation."The subsidy is granted on a competitive basis. The criteria for selecting investment projects are the ratio of private and budget investments, the ratio of implemented and planned private investments, "explained Lyudmila Kanaeva.This infrastructure support now receive 13 investment projects. The total volume of investments attracted to the Far East through the state infrastructure support mechanism amounts to 240.3 billion rubles, while the amount of budget funds for the creation of infrastructure facilities is 32.5 billion rubles. Multiplier - 7.4 rubles of private investment for 1 ruble of public investment.Lyudmila Kanaeva informed about the priorities implemented at the legislative level in the first half of 2018. A simplified procedure for the entry of foreign citizens on e-visas to the territory of five international airports of the Far East (Federal Law of 20.07.2018 No. 202-FZ and Decree of the Government of the Russian Federation of 19.07.2018 No. 848) is common. A period of 10 years has been established, during which residents of TOR and SPV, registered before December 31, 2025, will be able to apply lower insurance premium rates, the so-called accepted. Grandpa's reservation. Guarantee of the stability of the legal and tax conditions for the activities of residents of TOR and SPV for 10 years (Federal Law dated 03.08.2018 No. 300-?? "On Amendments to Article 5 of Part One and Article 422 and 427 of Part Two of the Tax Code of the Russian Federation"). At the beginning of August 2018, a package of documents was adopted on the Special Administrative Regions (SAR) in the Kaliningrad SEZ (Oktyabrsky Island) and in the Primorsky Territory (on the Russky Island) regulating the functioning of the SAR; the procedure for redicating (changing jurisdiction) of foreign companies and registering international companies in the Russian Federation; specifics of taxation of international holding companies, etc. "CAP is one of the incentives for returning Russian business registered abroad to Russia. On about. The Russian authority of the management company is exercised by KRDV JSC. Vladivostok and about. Russian can become a launching pad for the launch of a new mechanism to support investors - CAP, "explained the representative of the Ministry.Also, Federal Law dated 03.07.2018 No. 181-?? "On Amendments to Article 4 of Federal Law 212-??" On the Free Port of Vladivostok "on Expansion of the SST Territory to the Soviet-Gavansky Municipal District, Federal Law of 03.08.2018 No. 303-?? On Amendments to the Tax Code, which establishes a zero value-added tax rate for air transportation of passengers and baggage from the Far East and back. In addition, there are special fares (subsidized by the airline at the expense of the federal budget) in the framework of the implementation of the Decree of the Government of the Russian Federation of 02.03.2018 No. 215.Now the Ministry is developing a number of new legislative acts that are at different stages of the legislative process (from interdepartmental coordination to consideration by the State Duma). Among them - encouraging the launch of new investment projects. "High demand for state infrastructure support and limited available budget resources have led to the preparation of a new tool to support investors in the Far East - targeted tax incentives in the amount of investments in infrastructure for new industries. Providing tax incentives in exchange for infrastructure. Investors who have independently built the necessary infrastructure facilities for the enterprise will receive benefits on income tax, mining, land, property of organizations, until they fully return the investments, "said Lyudmila Kanaeva.Among other legislative initiatives of the Ministry of Eastern Development is the decision to extend the mechanism for reducing electricity tariffs for industrial consumers of the Far East to the average Russian level until 2028; stimulating investment in the production of deep processing of round wood; the creation of an international medical cluster on the territory of the Freeport; improvement of the TOP and Freeport modes and others.Author: Evgenia Vasilyeva

[madengland_] 03/10/2018 18:09

On a positive note nice to see Frak posting on lse. The man who spotted the licence news a day before RY, he's clearly now researching MA/JV news. Together with Tad researching we should know before any rns if there is actually something happening.

[nolosstillsell] 03/10/2018 09:01

"Why do you think Robin is giving no comfort to his shareholders by not saying why his deadlines dont happen ?"

I suppose that would partly depend upon what the honest answer would be from RY. Maybe its too price sensitive.

[fragilearth] 03/10/2018 08:13

Hello nolosstillsell,

Why do you think Robin is giving no comfort to his shareholders by not saying why his deadlines dont happen ?
I can't quite get my head around it.

[nolosstillsell] 03/10/2018 08:01

Hi Fragilearth

If we were to assume that things are being dragged out for longer than necessary then RY could have done this in a myriad of other ways. Reduced the drill metres per season. Stuck with 1 drilling rig rather than buy an extra one. Etc etc. When you assess RY's efficiency in most other aspects he is pretty good imo. So why suddenly change at this time? It's not evidence I know but it's a decision of mine based on experiences to date making allowance for how the current share price and doomsayers can also bring about negative thoughts.

Couple it all together and I feel that I have no reason to assume that RY is not acting in our best interests.

[fragilearth] 03/10/2018 07:15

"The Pfs has been an issue with timings although I think for the right reasons."

nolosstillsell,

What evidence do you have it's for the right reasons ? People are speculating all over the place and why ? RY has been dodging this PFS issue for a year. There is a post on LSE with this,

"Vox podcast, 23rd July,"
"we are presently compiling an executive summary for release to the market in the very near term and in that document will have all of the numbers related to the net present value, long term metal pricing, operating costs as well as capital costs"
Can you explain or justify why this document is not out,(very near term)?

I've just listened to the interview and OMG, he sounds so plausible, I nearly set a buy order. If that's not a deceitful message, I'll eat my hat.

That's a very strong statement, one that could entice investors to buy in, so where is it ?
Someone is leading many a merry dance.

madengland and ciao4niao, your last posts are 100% spot on. Too many people with heads in the sand.

[piperpeter] 03/10/2018 00:16

Anyone interested in a company going through major expansion, showing exceptional current positive cashflow, with potentially transformational growth throughout 2019, should take a look at President Energy.

PPC.

Pp.

[callmebwana] 02/10/2018 23:31

I think RY has withheld information from the shareholders.
The PFS was done in Feb.Share sensitive information the PFS ! Is it not ??
I bet he went to Riverfort to change the terms and conditions and they have said, no way Mr. RY.
Is Randy going to be missing from the Minx ? If so? Than something is going on in the back ground. Some times silence is golden!! I am hoping anyway.
My suspicion is that he has got the Road funding from the FEDF and then he will give us two RNS's. Road fund and the PFS.
I hope he has another Financier,if Riverfort won't play ball. IMO.

[seaclipper] 02/10/2018 18:52

You guys need to take a step back and calm down - ALL will be ok trust me - lots going on - predicted scenarios and planned events can change with unexpected happenings and do change things - this will come good IF you stay the course ???

[nolosstillsell] 02/10/2018 18:34

The Pfs has been an issue with timings although I think for the right reasons.

I don't recall much else being a real issue though. The exploration side has been run like clockwork and exceeded expectations for metres drilled etc most recent years.

[ciao4niao] 02/10/2018 17:52

cowboysteve, how can you be so sure that has always been the case?

One, two or perhaps even three deadlines/milestones can be forgiven but so many over the last three years is totally unforgivable.

It makes one wonder what the motive is for him stringing shareholders along for so long. He is treating us with utter contempt and disdain. We pay his salary and in return we deserve more respect and consideration.

[madengland_] 02/10/2018 17:25

Find that all a bit sycophantic. He's missed more deadlines than I am shake a stick at and he constantly strings people along by dropping hints that don't transpire. My patience is waning with RY, and Schafer is a waste of a good title imho.

[showercubicle] 02/10/2018 10:27

You and me, both, cowboysteve !

[cowboysteve] 02/10/2018 10:13

Showevercubicle: That could well be the case and I'm sure that has always been the case with RY.

[showercubicle] 02/10/2018 10:07

What about the idea that this is complex, multi-faceted game at the highest level and RY is playing an astute game within huge constraints but with the best interests of the company and its shareholders being foremost ?
Just a thought.