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Great news!
Anglo American now underway with $85m JV spend in Zambia and also work under way to then also comence drilling in the Kalahari Copper belt.
Worth a reminder for folks just checking in.....
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Update on Drill program about to kick off.
Published investment analyst target $1.89 Billion valuation target is really just focused on the Anglo American JV and highlighting the potential mid-
case outcome for ARCM of $1.89m at ZCP.
Clearly it could be much higher given that out of the top 30 ranked targets in the region (which include the 3 existing multi-billion dollar Tier 1 copper deposits owned by global majors that neighbour our licence area.
ARCM owns not 1 BUT 9... YES 9 of the Top 10 ranked district scale Copper targets in the whole region with the other 3 existing multi billion dollar copper deposit discoveries ranked much lower down the target list than ARCM's land package.
No reason.why the investment analyst target of $1.89billion may not be seriously upgraded by a multipler of 3 or 4 x times..
With all the talk of the AA JV, no one has really been focused on our licences in the Kalahari Copper belt (KCB) where our two licence areas are next door to Khoemacau copper mine that has in the past couple of months been acquired by the Chinese company MMG.
https://www.mmg.com/media-release/mmg-to-acquire-khoemacau-copper-mine/
I wouldn't be surprised if they don't already have our KCB assets firmly in focus as another potential take over target.
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There is the potential for multiple Tier 1 projects to be proven in the ZCP with deep pocketed AA committed to spending $85m to proove these multi billion targets up.
In addition, our KCB neighbours have recently been acquired for a multi billion transaction.
At just £25m market cap and AA happy to throw $85m at discovery drilling and they have the deep pockets to build any discovery fully out. This has multibagger written all over it.
From these levels the prospects of a dozen or so inflection points gapping up the SP aggressively over the next few weeks & months ahead is probably akin to nothing else seen in the small cap space since SOLG and GGP went on their mult-month breakout rallies throughout their discovery phase.
It's a classic lasonde curve play with a massive free carry on the drilling from a global major.
Probably the biggest copper drill in the junior resource space since 2016.
I certainly won't be missing out on running a nice position from here.
GLA
SeisNav talking of our ex ned interesting post from Advfn.
atboy1nc1 May '24 - 07:44 - 8910 of 8917
0 20 0
Mushinge,
You are sadly your own worst enemy!
This will be the Options in question:
hxxps://www.arcminerals.com/news/rns/rns-details/2022/Arc-Minerals-Limited---Grant-of-Options/default.aspx
"Further to the Settlement Agreement as first announced on 18 February 2022, the Company announces the grant of options to the claimant parties over 3,000,000 new ordinary shares of no par value ("Ordinary Shares") of the Company ("Share Options") with an exercise price of 5 pence per Ordinary Share. The Share Options are exercisable immediately and will expire on 31 March 2024."
Options clearly indicates an expiry.
Your financial acumen optics are of your own making - personally classifying you as extremely poor.
You also sold Arc shares to Stone Creek Global Ltd. Not fully understanding the exotic derivative on exchange.
Proverb of the boy who cried wolf.
His first posts were about the fake High Court cases so he had clearly been primed about that. Probably something to do with our former director / con-artist.
Https://www.mining.com/anglo-american-copper-assets-worth-35-billion-report/ Zambia could add a lot of growth to Anglo's share price.
Seis - Fulmar. - I just try to provide some balance to your purely ramping views. Call me the voice of reason.
It will obvioulsy take about 6 months before we really get any indication if they have hit the mother load or not in Zambia but I wonder if the news licences will have any Cobalt in them, looking forward to finding out where they are.
https://www.mining.com/web/britain-agrees-on-deals-for-clean-energy-critical-minerals-with-zambia/
I've given up long ago trying to figure out what motivates the trolls, and if they haven't worked out after all this time how sad they really are, then there's absolutely nothing we can say that will help them to see it. Travel is bitter and then some, just let him choke on his own bile.
Why is travelcard only interested in Arc in particular do you think? There are lots of juniors out there whose licenses he could be calling into question but he ignores those and has spent two and a half years trying to stick the knife into this one! What a sad excuse for a human being he must be!
And there's a worried bitter old soul.
Might be considered conservative by some given:
> Incoming copper boom.
. Bold statement without supporting evidence.
> Tier 1 discovery targets.
. They are only targets. They do not become "Tier1" until they produce. Thats 15 years away and only assuming the asset is in the ground.
> Present ultra low market cap entry vs potential multi- billion project target NPV
. Potential - all companies have that!
> Broker note calculating ZCP @ $1.89 billion potential valuation.
. Where?
> Company fully cashed up
. How do you know this Botswana, working capital etc...?
> BoD loaded up heavily.
. Really?
> J V with a Global Major for free carry of $85m spend.
. Will give you this one!
> Undenia> "The most significant small cap exploration drill program since the SOLG & GGP multibaggers."
. So what?
It's simple really, if they announce a Tier 1 discovery system to market.
. "If", "if" , "if"!
This will 20 x bag (or possibly more)
Ramp , Ramp, Ramp. you are an embarrassment.
"Anyone prepared to stick their neck out and guess s/p by close-of-business Thursday?" Won't give you a number but lower than the opening price. Red day tomorrow.
Interesting read especially about capital being available for good projects. The Anglo deal being one of the best in a long time.
https://www.mining.com/gates-bezos-backed-kobold-says-zambia-copper-find-largest-in-a-century/
Https://glossary.slb.com/en/terms/s/stratigraphic_analysis#:~:text=1.%20n.%20%5BGeology%2C,strata%20to%20elucidate%20Earth%20history.
Stratigraphy being essential to understand what formations you have and then how those findings combine with EM/Squid surveys and allows drill targeting to be more accurate, . It also enables creation of the pretty 3D pictures that Geotek will help to produce, the fact that we have confirmed a previously suspected anomaly is a big bonus.
"But I AA only punched one hole last year for stratigraphical analysis only. "
Actually what they said was that the FIRST hole they drilled was a stratigraphic hole but that it was drilled to investigate a deep anomaly, which showed up on an AMT (audio magnetotelluric) survey which Anglo have conducted themselves. This type of survey gives deeper ground penetration than the airborne EM survey that Arc has already carried out. A large EM anomaly showed up in the same spot as well as the Cu-Sc anomaly.... that's three different survey methods showing an anomaly in the same location.... co-incidence?
Https://www.mining-technology.com/news/kobold-intends-to-expedite/
Will be interesting to find out what licences Arcm are looking at.
Wonder how many rigs Anglo will have when they get going in Zambia.
https://x.com/Tertiaryplc/status/1783104147438379266
ShanglowJoe don't forget to sign up for the investor meeting tomorrow for all the facts.
https://x.com/ArcMinerals/status/1784937067035648410
You have a definite bazza bradshaw ring to you ???
But I AA only punched one hole last year for stratigraphical analysis only. There has been no drilling this year. Chinese companies are taking over FQM and that the only interest in your project which hasn’t even reached BFS
He gave up being ned on the Arcm board and had over 200million shares, that is like ripping up a lottery ticket with a chance of millions. So I suppose that could breed a lot of hate over time. If he had any sense he would buy a few down here on the low before it really takes off. But as we know he isn't the sharpest tool in the box.
"It must be eating him up inside" Not half ! But some consolation must be that at least he's now got a 2nd hand chair to sit in at his "How I lost my millions " party.
RSVP's winging their way to the trolls.
I filtered the trolls a long time ago why waste time replying to people who just want to see a company go under because they were stupid enough to let their shares go. They have been hired to deramp and the funny thing about them reporting my posts is I will just post on Twitter to an even wider audience. I am all for balance and as a long, I am not singing the praises of NVS, mistakes have been made a long the way, we have had delays, but don't forget he did get a great deal with Anglo have to credit him for that, for me this is all about the Copper in the ground. You don't apply for LML's if you don't think you have something decent in the ground ask yourself why Mushy has upped his campaign this week right before a presentation it must be eating him up inside. We are now cashed up to drill Botswana. We are waiting on news on the new licences they have found. I am looking forward not backwards so good luck to all the longs if they hit a Tier1 or even 2 this share is going to do multiples. I think we all know the risks here as we are adults unlike some posting on this BB.
He doesn't do answering questions the wayne kerr, ps new phone arrives Friday haha.
Ditto Lantier
ATB APR