Amur Minerals Share Discussion Threads

[beltd] 06/2/2022 11:19

The lack of directors share purchases has always been an interesting question and one the RY always dodged and claimed it was due to available windows....... This is blatant nonsense. So it leaves the question whether the BOD are on a different payroll of some sort. That said Bowens purchase I always viewed as positive for a non exec director. Interesting how many options he was granted compared to the CEO

[roughandtumbleone] 06/2/2022 10:28

G2So if you take Tom B's 14m + shares ... I'm sure it's in his interest to negotiate a higher price than 7p no matter what you think...How's your DDDD doing???

[roughandtumbleone] 06/2/2022 08:03

These are all from 01.02.22 I failed to mention and below is the BODs share breakdown and options:-Robin Young – CEO 6,369,318 options 3,900,000Robert Schafer – Non Executive Chairman 3,167,508 options 5,800,000Tom Bowens – Non Executive Director 8,745,280 options 5,800,000Paul Gazzard – Non Executive Director 2,758,679 0Total 21,040,785 total options 15,500,000

[roughandtumbleone] 05/2/2022 22:50

So the breakdown of the BOD is there but it's the other shareholders of 22.01% that's interesting...Other Shareholders 290,158,486 22.01%

[roughandtumbleone] 05/2/2022 22:49

Shareholder DistributionNominee Shareholder Ordinary Shares Held Percent Ordinary SharesINTERACTIVE INVESTOR SERVICES 387,510,144 28.08%HARGREAVES LANSDOWN (NOMINEES) 260,747,131 18.90%HSDL NOMINEES LIMITED 155,318,627 11.26%VIDACOS NOMINEES LIMITED 84,643,849 6.13%LAWSHARE NOMINEES LIMITED 74,536,890 5.40%BARCLAYS DIRECT INVESTING NOMINEES 64,446,926 4.69%HSBC CLIENT HOLDINGS NOMINEE (UK) 62,510,262 4.53%1,089,713,829 78.99%Other Shareholders 290,158,486 22.01%Directors / Executives 21,040,785 1.52%

[beltd] 05/2/2022 11:36

No accusation at this stage Guru. To be frank RY has brought any deliberations upon himself. The information void Is of his making. Mushroom management has consequences

[gurunostradamus] 05/2/2022 11:18

Look give RY a chance.

He has already said there will be a vote to get this past the shareholders. Nothing more needs to be said about malicious accusations etc.

[beltd] 05/2/2022 11:17

The Habib affair may well mean there's people with an axe to grind or a desire not to get muddied.Best we see a decent offer

[beltd] 05/2/2022 11:14

As R&T posts regularly 22p is a low offer, and holding back the GKZ report only looks even worse on the BOD. Don't let AIM lull you into a false sense security Robin. There are some big names who hold shares in this company!

[beltd] 05/2/2022 11:10

I do wonder, Robin and Schaffer must be aware if not complicit in this ownership. Where they may be able to skirt any governance issues currently, how would they stand if the asset was sold considerably below market value and they could be proven to have not represented the best interests of shareholders. There is a large long term PI shareholder base. The FCA or other bodies may well be investigating Russian ownership of Assets for all the reasons we know. Robin may think he's nearing retirement so the consequences will be irrelevant but equally that may change. This could be low hanging fruit for a scalp. Just a thought, and maybe one Robin is having

[beltd] 05/2/2022 10:06

SP has certainly been managed.... That's true for a number years. The BVI domicile has allowed a major holder to not declare. Over years this has been so obvious

[london07] 05/2/2022 08:36

Copied from SP28 on LSE.....

THE RIGHT PROJECT IN THE RIGHT LOCATION AT THE RIGHT TIME

Read this in one of AMC presentations a few years ago and RY mentioning it in interviews many times. Let's break it down:

RIGHT RESOURCE

1.11 million tonnes of CLASS 1 Nickel Sulphide, 310k tonnes Copper, just over 1% equiv grade, possible 25 year mine life. Current In Situ Value ~$30 BILLION, and growing! Scope of further exploration in the area for purchaser, remember giving up some license areas close to KM many moons ago. (TICK)

RIGHT LOCATION

On the door step of China, Japan and South Korea, some of the biggest consumers of battery metals in the World. This was always a big draw. I.e. Not required to ship from Africa, South America etc. (TICK)

RIGHT TIME

Few years ago, it was not the right time, however IT DEFINITELY IS NOW. Nickel at $23,000-24,000, Copper at $10,000-11,000. Nickel stocks rapidly depleting, most if not all forecasters predicting a huge supply squeeze. (TICK, This was the missing link!)

The whole world is fighting over major strategic battery metals assets, many entities will be looking at KM. As UK Investor Magazine and Vox Market article pointed out in the last few days, other parties will enter the bidding as it gets closer to being sold. Call it buyers FOMO!

Its the largest undrilled Nickel Sulphide project in Asia, one of the biggest in the World. They dont come around often, and takes years to get to a stage AMC is.

Hopefully we all look back in a few weeks/months with regret saying 'should have bought more', genuine multibagger potential! Hopefully concludes well for all LTH.

Let the bidding war commence. Onwards and upwards, could be life changing for many!

PATIENCE. DYOR. IMHO

[london07] 04/2/2022 23:25

Sooner or later true value will come through. One thing all lth who know the fundamentals of AMC and Nickel market, it's MASSIVELY undervalued.

We are here very early. The herd will soon arrive. And this will multibag for sure. The JORC resource is simply too big for the big players to ignore.

Multiple positive articles this week. Most saying multiple bidders will arrive, offering multiples to where we are at now.

Just need to keep patience. Its a leaky ship, news of a bidding war, and strap yourselves in!

[roughandtumbleone] 04/2/2022 22:22

This is the bit I don't get.If a company announced a placement at a premium it would attack that price... if a company announced a discounted placement it falls circa that price.AMC confirm they've had an approach at equivalent to 7.3p and it's stays at 1/2. It's clear there's games being played and when the news lands, this is going to do a solg in my opinion Happy to wait and keep accumulating

[beltd] 04/2/2022 21:38

Let's hope it's not unfounded! We've been there before hej

[watfordhornet] 04/2/2022 21:36

Lot of positivity on this board which is great

[beltd] 04/2/2022 21:01

22p would be a reasonable return, but as you say it's still low given the numbers. The GKZ report is of course produced by an independent person, if such a thing exists in Russia. I'm sure the oligarchs and Russian miners have access to these individuals. The strategic status of the asset does of course throw some challenges but nothing that would warrant 7p! No doubts the GKZ is the key to funding and also offtakes, so I really can't imagine why the BOD would consider.... Unless of course we still don't know the full offer. Bring it on, the times right for the sleeping tiger to wake up

[beltd] 04/2/2022 20:15

Quite so Guru.

[roughandtumbleone] 04/2/2022 19:39

And to add the model was based on copper and nickel being at 1/2 their current spot price... will one of the huge Russian miners take that strategic view and want control over such a massive resource...Maybe the 22p will be low ball ... Have a great weekend all.

[roughandtumbleone] 04/2/2022 19:38

When Zak and Vox markets are saying the strategic value is upwards of 15-20p and the podcasts only two days ago saying the value will out.The GSK report should be now in the open market and though it's obvious the Russian Billionaire who's reputed to be behind the initial approach is going to want to avoid it's released at all costs, it's coming.As seen the last few days the shares are being accumulated and we just need confirmation of the GSK report and or more details behind this approach and other interested parties and my predicted 22p isn't such an obscure valuation.

[beltd] 04/2/2022 18:00

Can't see them taking Ukraine personally