TrickyDickyTwo
25 Sep 2018
Revenue Krayl Given what we now know it seems your guesstimate couldn’t have been more wrong. Closer to 30kg per month and that’s raw platinum not refined LME grade platinum. Raw platinum is in the region of 70% so it looks like your estimate is out by a factor of 5 to 6. Will the Monchetundra license turn things around? Lets hope so. TDT
dkok
14 Aug 2018
quietly confident of 1p sp Ripley I think the mm’s were looking for stock for someone as the drop was overdone compared to the RNS regarding the cashing in of warrants by Riverfort and any actual dilution as a result which should have been only around 4.5%. dkok
Ripley94
14 Aug 2018
quietly confident of 1p sp EUA… XXXXX Big fall back today 23 % to 0.55p … 10% spread . That’s more then 30 % down from last post when it was 0.81p
TrickyDickyTwo
08 Aug 2018
Todays RNS “We should be hearing news in the next couple of days …†That was over 7 days ago. Do you have an update? “We should be hearing news in the next couple of days on the progress at West Kytlim (as promised by Christian in last RNS)†A promise from CS is about as much use as a chocolate dildo. “YA are now out of the equation in terms of no more shares to change…†What do they now do with their 0.475p x 52m+ shares? Hold? If you think they are going to hold that would be a first. They haven’t before so why should they now? Tell me what do you think is going to happen with the sub 0.6p x 300m+ warrants when/if news on the Monchetundra license arrives? TDT
dkok
01 Aug 2018
Todays RNS Things are starting to line up nicley with EUA now. We should be hearing news in the next couple of days on the progress at West Kytlim (as promised by Christian in last RNS) and the projected revenue for this season based on the significantly increased throughput from the mine, which will have a very positive effect on the balance sheet. Todays’ RNS confirms YA are now out of the equation in terms of no more shares to change and the loan facility closed off. I would expect that it is now within thier interests to hold the shares as they probably now see a potential multi-bag of the current share price once the MT license is received. Just need Mr Medvedev to get his pen out and do the deed. glta dkok
Krayl
26 Jul 2018
Revenue Let’s do some arithmetic on the West Kylim mine. This could be totally wrong – please add your comments. In the first 7 weeks of the new contract they have produced 2250 oz in 7 weeks. That is 320oz or 9.2kg per week. However the production is ramping up – they have produced up to 6.9kg/day so the weekly rate should be well ahead of 9.2kg – lets guess 25kg just to see how the figures work out. The 7 week period ended June 22nd which leaves about 20 weeks of the season remaining, or a total output of about 20,000oz for the year. At $844 per oz that is $16.7M of which EUA own 75% so that is $12.5M. EUA get 35% of the revenue (65% to the contractor, who take all the costs) so their annual revenue could be $4.8M or £3.3M, and rather more next year. I don’t claim to understand the Accounts but the costs are dominated by Administration £1M and Cost of Finance £1.1M, so these should be more than covered this year, providing an operating profit. I guess what I am saying is that when the figures are available for the year the share price will be more than justified even without Monchetundra. I have seen projections of 130,000oz per year at Monchetundra in full production, which would equate to about £23M revenue using the above arithmetic.
Ripley94
17 Jul 2018
quietly confident of 1p sp EUA… XXXXX Example of momentum selection as this puts on a further 16% to 0.81p by 10 am before falling back a little. It looked like a value bottom pick a few weeks back, maybe you are better and make faster profit by waiting for the rise. No real change AIM is just a gamble. ( but the city guys have better information which they use for there advantage not the P.I )
Helicopter_Man
17 Jul 2018
quietly confident of 1p sp Come off the boil a little but still on the up. Added another 1,000,000 on Thursday so glad I did. Still got the good news to come that the PM has signed off the license.
BeaglePup
17 Jul 2018
quietly confident of 1p sp Looking better still today. At last…
Krayl
16 Jul 2018
quietly confident of 1p sp I am nicely in profit here but I still can’t believe the figures. I can’t bring myself to write down what this share should really be worth - something that good can’t be true can it?
Ripley94
16 Jul 2018
quietly confident of 1p sp EUA… XXXX The rise in price has continued 66p today up another 15 % Hope for my other losing picks !!!
Ripley94
11 Jul 2018
quietly confident of 1p sp EUA… XXXX See this is top riser last couple of days back to where i came out . Was a pick of nige the snake and bantam you two still hold ?
dkok
03 Jul 2018
License Progresses Well, we have cleared another hurdle so just a couple fo steps away from the final sign off on Monchetundra, after which it will be full steam ahead with Sinosteel to get cracking on the mine. I think that it hasn’t really sunk in yet with the market exactly how valuable this share could and should be! Monchetundra is a huge resource which is now worth well over $2B as the prices of palladium and platinum is up since the last valuation was made. West Kytlim is also going great guns and will see a huge increase in our turnover for this year on WK alone. This is to the extent of being many multiples of the 2017 figures, which should shift the share price on its own, never mind Mionchetundra. After a couple of years of stalling, perhaps 2018 is finally the year that EUA starts to show its value. Here’s hoping!! glta dkok
sootmeistre
25 May 2018
video Vimeo.com/user71951711
Helicopter Man
23 May 2018
Happy Bunnies It sounds like the production guys are happy bunnies and getting stuck in to making load of dosh for us shareholders. Keep it going lads.
