Member Info for Auc1

Aiming for 2 or 3 % of a market currently worth $200 Billion. That’s $4B or $6B

Same mkt by 2025 expected to grow to $ 800Bn

Huge scope. Huge ambition

lols, ""body language"" bear case. i dint raise the Q merely commented on it. A moment now approaches when we find out if the crown jewel is still sparkling.

the part B bear case

results continually kicked down the road.
Dunc refused to even mention PartB even in passing last month or so ago.
Dunc previoulsy looked edgy wen asked about Part B

Now today's twitchy behavior just compounds it.

Hope im wrong. Im very long here

*is a crapper

On balance id say it indicates Part B is a ****ter. Hope I’m wrong.

Another ArK tweet this pm.

The US now view Zinc as a critical metal to US economy and national security.

Indicative of the importance of Zinc.

Good news for Ark

ARK tweet 1 hour ago. Mine river gold.

Https://mobile.twitter.com/ArkleResources/status/1497146616591040515?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

ARK was strong yesterday in the face of the wider mkt sell off.

Looks Well set

Note well from 2019...

“The recently drilled 'Kilteely hole' intersected the outer margin of potential new Irish-Type zinc system and there is a compelling case for further deep drilling in that area.”

The compelling kilteely hole is currently being drilled

Stonepark has the potential to be THE flagship Zinc resource in Ireland.

Higher grade that the large Pallas Green 45mt. Shallower depth too so easier and cheaper.

Good results on current drill could be truly transformative

Https://www.proactiveinvestors.co.uk/companies/news/904915/arkle-resources-boosted-as-glencore-funds-stonepark-zinc-project-904915.html

Worth noting

Tiny £2M MC

Stonepark Zinc project drilling now underway

5.1mill tonnes already discovered

ARK own 24 %

G11 76%

Michael Gentile expert small cap mining investor has just participated in a G11 fundraise to maintain his 17% in G11

Ark have chosen to participate to keep our 24%

Spot the theme.

The giant Glencore took 26% of G11 and offered to buy the lot. ARK said yes. G11 no.

Possible Tier 1 here if they strike. That’s 100’s millions pa rev

A 10 bagger takes it to £20m MC

And another 10 bagger on top to take it to fair value with such a strike.

Aka 100 bagger.

When Facebook bought WhatsApp for $22 Billion in 2013 WhatsApp had revenues of just $10.2 Million.

Clearly Facebook didn't buy the company for its revenue. WhatsApp had only just started to monetize its user base of 600 million active users.

Similar to MOS then.

1. establish a large audience
2. start to monetise it.

Not saying MOS will get bought out but continued strong revenue growth does put us firmly in the shop window.

Worth noting these things can come out of the blue.

And worth remembering mgt and quanta took shares instead of cash.

They did that for good reason

Translation: We are winning the FIFA 22 Champions League and we are the first team to bring this trophy to our country. ??
HALAL TEAM!

great exposure for Mos

2 x 1.1M trades very prob a bed n isa

yep 100 % a buy and hold

strong demand and a great price for those sells.

Ark tweet today.

Zinc shortage New highs

Https://mobile.twitter.com/ArkleResources/status/1493517454991138818?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Yea Had to up the bid not a lot around. Will be very tightly held as discussed

Worth repeating.

Michael Gentile expert sector investor has just participated in a G11 fundraise to maintain his 17%

Ark have chosen to participate to keep our 24%

Spot the theme.

The giant Glencore have 26% of G11 and offered to buy the lot. ARK said yes. G11 no.

Possible Tier 1 here if they strike. That’s 100’s million ls pa

£2M MC ? Wtf! Lol