Member Info for Ant1986

Agree with you both :)

The war and Nickel prices of 100k impacted April valuation but overall it has been the wider market.

Where this is different to Vale (in my view) is that it's been through a transformation since 2020 (when it was last valued down here).

I haven't seen anyone argue this should be under 10p yet, on mine construction, and it's a heck of a lot closer now. We can literally watch it being put together!

It's got to rerate.

I don't think we'll see a balanced view from him, I know full well what his intentions are. Would be fun to see his maths but he won't bother.

Steven, show me your calculations please?

Where nothing has really changed, you just have to remember there are headline terms in this deal, Anglo have a record of JV's very similar, with very similar timelines and the Zambian president is aware and blesses the project.

Yes, it's taken a long time, but the reasoning stacks.

Little interest in Botswana unless it results is massive grades at shallow depth.

Lots of noise and trading done on this RNS but I don't see why, particularly.

Slurms, I'd stopped myself saying transfer because it then begs the question, who is transferring? We saw this happen with Glencore/Trak but in a brisk move. Are we seeing a slower swap?

Makes me wonder what's next...

Folks with a few hundred thousand down the back of the sofa? Looks II driven.

During the last two days trade sizes have increased significantly and now this morning too. Suggests something is happening?

More than £500k of trades into close...

Thanks Rich, that's pretty cool and you can see it coming along nicely!

I'd assumed factually incorrect too, but wanted to imagine if that was the case.

Still, SP is bonkers.

Interim report due on Friday/Monday based on previous years. I don't expect anything too exciting but it might outline Vermelho's plan a little more.

Great find, can you imagine if this did go into production in 2025?!

Basically in three years Horizonte would be closing in on 60kt a year?! With a 10 year view, that's $13bn revenue and $7bn gross profit! Still, we remain valued at less than £200m. This isn't pie in the sky or jam tomorrow, it's just a couple of years away.

First Quantum agreed to spend $1.25bn - I'll happily follow that lead as one hell of a vote of confidence for Zambia!

Something has clearly been going on but now that Anglo have played thier hand and the president involved, it should be in the past. I guess that's why the Tomlin order was signed too, to keep it in Zambia.

The fast First Quantum is pressing ahead and the whole government is backing the sector, I think most obstacles will be 'moved'

Really insidious trolling, must feel very scorned over something.

Why does it matter?

Do you think Anglo American agreed to a JV with Arc, with the president of Zambia's blessing, without checking a fricking license agreement?

I mean, wow.

I see Ella/Alby/whoever it is, is really trying on Twitter now. Writing out full sentences with numbered points.

I think they reckon skullduggery is at play here and they Nick has had to pay off someone and forfeit a license, which the company hasn't declared. I genuinely don't know what he/she is insinuating or why it matters.

The 90 day window is next week I believe.

I would expect us to announce a spin-out of the Zambian assets soon?

Just gone live on LinkedIn - expect that vis RNS tomorrow.

We rank VERY well on that front.

Why don't you come back when there is news?

You don't think anything is happening until q2 2023 and you expect the share price to fall.

You must be short or stupid to waste time pointing that out? You're not a disciple.