Member Info for Akhtar234

Shadow, FACT is Anglo have signed an EA and Rothschilds are on board, people are not expecting a deal is certain but the facts are we are certainly seeing discussions behind the scenes and the price can range anywhere, but certainly, i dont think these guys will contest anything valuing us at less than 10-20p here as they are confident.

Also Look up the word called Exclusivity, it would be disrespectful to discuss to others when we have given anglo an opp and no, names can not be mentioned as ARCM do not have to give that information out as nothing formal yet.

There is a route to cash flow in next 18 months and minimises dilution which often happens, the last dilution was at 6.4p which was a good price and the reasons for it have been given.

So deramp as much as you like, doesnt impact my investment here what so ever.

Placing doesn’t need to happen, they should debt finance if they can’t get a deal done.

A lot of backs will do that if the assets are good and can be secured against the debt.

Too many excuses of covid delaying this, has anyone asked for a open investor relations call.

Gall, funky is hit and miss , he got into arb when others have been talking about it for years.

What is the share your talking about ? Will have a look as I want to research myself

Cool , I have glaxo and bp

Longfellow/Marco

I’m hoping this is my first multi bagger. I missed out on arb, it’s too volatile for me missed that at 5p I bought higher and doubled my money but lost some of that being greedy.

What else are you looking at?

We are in no rush to sell longfell, I want to see and hear more about the plant at Cheyza east. Anything else is a bonus for me, if news drops.

I am invetsed here and not looking to trade, i will hold if pull back as we believe we have a lot of copper and selling out of frustration has already kicked me badly on GGP when i invested initially in 2013 and sold out around 2017 ( i doubled my money, missed out on 120 bagger lol) If i held out for 1-2 more years i would be laughing, i had £5k invested around 0.3p level.

23rd June

Well it could be of the Zambia assets and could split the rest into the shell company going forward.

I thought we might, but this board are confident they own a lot of copper and any price now would really represent its true value, unless AA offer us a deal we really could not pass on.

I don't think a deal will be done by the EA deadline now, i think it will be extended. If we get a deal before then I will be surprised, I just dont think we will get the exploration drilling assays back on time.

Hi Tom,

Offering shares from AA would be a good idea but only would expect that from a full takeover and think people are gravitating away from that idea.

I like what AA are doing as they are looking to become more efficient and reduce their cost base to c $2.5 - $4bn a year from 2022. so buying us and developing would be a drop in the ocean.

Do not think they are concerned with employees, they are looking at maximising their own returns, look at her pay packet over the last few years. That is what troubles me the SP has under performed but yet her bank balance has done really well, also not shy to be a member of other companies boards.

Think she should be allowed to see through her strategy as this is not entirely her fault, started years ago and she has not been able to fully execute it yet. But that aside she has been with the company more than 10 years, largely running the Consumer Healthcare , she is not the right person to run the vaccine and pharma business that is apparent.

The costly acquisitions has been a catch up due to her predecessors not matching others on research and getting rid of the oncology business.
Don't think the dividend needs to be cut by much, but we really need to see the pipeline grow. Good recent new on the Covid vaccines news, we can be a big player in the years to come, blessing in disguise with the issues dogging Astra now with Europe. Who have done an an immaculate job getting something out there by the way.

Wish the board ask shareholders if an extension is approved. If AA can’t offer a tempting deal and doesn’t mean they offer a billion, but both parties are incentivised after having 12 months of the first opportunity to bid. I rather we had an open tender and see who comes up with the best value for ARCM.

I rather we have no deal now than a bad deal and could get a lot of value through more drilling or opening up to others.

This board have made it clear we don’t need a deal at a bad price.

Deal or no deal, we know we have copper deposits just don’t know how much and others are interested.

NVS has dealt with the licence issues , if he is lying he will have committed fraud but he has categorically covered this point. Peggy/chinablue stop lying.

I’m not putting a time frame now, I have a price and will
Sit tight, we have a route to cash flow now in the mean time.

F29 fair enough , I have always referred to that anyway and got that reference somewhere.

Glad to see the video up, just need to wait out now

F29 it always was referred to that as I can remember.

Longfellow I’m sure AA will want to make a decent offer. We would be nuts to offer them that with copper where it is and others looking to get in here and locked out.

Also we don’t have to sell to them if they can’t give us a good deal.

Arcm are in a strong position

The guy is useless reminds me of William Howe, over promise under deliver.

How many deadlines does he miss and to solely put it down to covid is a joke. Other companies seem to be able to progress but this hasn’t.

He should have taken a pay cut if covid was impacting everything. I hope you guys get a deal here soon

Any deal made will be based on long term averages, but there is an argument copper prices are going to be much higher than what was initially envisaged last year.

I was a bit disappointed the drilling was delayed I’m sure that was what NVS said yesterday due to the rain, but encouraged by Cheyza east coming online sooner and that progressing well.

Wonder who came knocking on the door recently. We have all the cards if AA do not offer a decent offer I hope we walk away and let others get involved AA have had plenty of time & thought to put an appealing offer.

Thought it was a great call missed some of it but will rewatch when it’s loaded

Marco , f29/79, Apr and all others you guys joining the call today ?

If TO happens can see a shell company for Casa royalties and new assets.

Can’t see TO as ppl have said we want to explore more and that means they really are confident having multiple tier 1 assets.

AA can take a small stake at a reasonable value and accelerate exploration.