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Https://x.com/DrRyanDLong/status/1929455866689765593

New article featuring TYM

Doesnt make sense to hit their new listing with dud news.

Lets see.

Additional Stonepark drilling already planned.

Listing Effective today.

Stonepark assays 7 weeks overdue. Would be nice for some decent assays to hit the US new strerams.

Heres hoping

Https://www.groupelevenresources.com/news/news/2025/index.php?content_id=190

By default it gives ARK exposure in the US with their G11 JV at Stonepark.

Good news

“This uplisting enhances our ability to attract a broader investor base and supports our ongoing efforts to advance our Ballywire zinc-lead-silver and copper discovery in the Republic of Ireland. Our decision to be added to the OTC Markets Blue Sky Report will also help in boosting our visibility in the United States.”

Konkola West. 2000 meters from what kobold call one of the largest copper deposits in the world:

( Konkola West ) 2,000 metres southwest of the Mingomba deposit which lies between the Konkola and Lubambe mines and which is currently being evaluated by KoBold Metals. KoBold has reported Mingomba to be one of the largest undeveloped copper deposits in the world.

Https://www.tertiaryminerals.com/konkola-west-copper-project

2 months drilling already on 2000 meter target Hole 2

It’s a very lucrative target. Worth a re read to see why. identified by Kobold Ai and refined by their findings from hole 1.

progress updates anticipated

Hole 1 Kobold did hit the expected horizons and the anticipated hanging wall above the ore shale. The only fail was the limit of the drill bit.

Hole 2 a lot shallower so hopefully will hit with room to spare.

I get the strong impression focus will firmly be on lithium / magnesium. Last interview mr T clearly flagging it up as blue sky potential. N something to get every1 excited. Was asked about funding for it n said fortunate to have a long time cornerstone investor. Also as we have speculated maybe SP sale due to its very impressive grades / shallow depth

Hi perroverde

You say, “Either way, there is a strong sense of something brewing. “

We cud be completely wrong but yes, it does feel that way. Assays 7 weeks late this coming Monday. No new guidance given n I’ve asked both CEO’s.

You say, “the £/EUR11m JT is rumoured to have turned down a few years back.”

I didn’t realise it was that high. Who rumoured that?

You say, “why ARK didn't contribute their share of the cost of the latest Stonepark drill?”

Fairy sure a G11 RNS stated ARK had chosen not too. Couldn’t ARK afford too ? Are ARK trying to force an offer from G11 for ARKs % ? We know ARK Wanna progress new assets as part of a refocus on lithium / magnesium ? How would ARK otherwise fund it? CEO Mr. T did mention a long time cornerstone investor ( as a poss option )

You say, “GLEN strongly rumoured to be selling Pallas Green”

Widely speculated In press yes. Glencore are very focused on Ballywire with G11. Glen recent appointment to G11 BOD. G11 16% ownership of G11 etc. Also GLEN know G11 additionally got majority of SPark

As we know Stonepark highly coveted, higher grades, shallower than Pallas green etc. Both Ballywire n SPark “could” be preferable to PGreen.

I think it likely GLEN will move for G11 at some point. Recent BOD member. TR1 holder 16%. Could already be in process. If it does it would make sense for ARKS 22% of SPark to already be part of G11 ( so, a g11 buyout of ARKS % beforehand )

Or Glen could just buy it from ARK beforehand.

Good in-depth interview

Clearly the city are embracing our new MD. lots of stockbox coverage plus an hour today. The spangel analyst n Zak etc. It cud be a helluva opportunity from this tiny cap IF mgt play it right and have even a modicum of success from just one of several very promising assets.

Https://www.spangel.co.uk/research/#/portal/sp-angel/research/7_2025051303280929030

Https://x.com/ArkleResources/status/1897585124994146482

Latest Interview. Bullish on their lithium n magnesium assets

How will ARK fund it? Mr. Telling did mention a stalwart cornerstone investor as an option

*NO new guidance given on Stonepark assays due date

You could be right nick. I keep thinking about the Stonepark assays overdue by nearly 6 weeks. And thinking somehow they’re tied into something larger as new guidance given.

Ark are wanting to progress their new lithium assets n MrTeelings last interview he was very enthusiastic about it. So I leaned towards a sale of ARKs JV % with G11 to G11 to fund it. As you’ll remember ARK opted to not find their %of the last raise for Stonepark drilling which cud be indicative of wanting out of it.

It’s ARKs crown jewel with royalties as u say. So I wonder what price he’d deal at. All speculation of course

Interesting finish

HTTPS://arkleresources.com/wp-content/uploads/2025/01/Arkle-Resources-Presentation-January-2025.pdf

ARK presentation. Jan 25

For me ARK have eyes on their lithium assets.

Interesting. Let’s see

Yep tomorrow wud make sense. So hopefully an update on Stonepark.

Clearly was something brewing, hoping Stonepark is part of it, n let’s remember G11 previously said they were going bak into Stonepark for more drilling even B4 due assays were released..,

Due by 31 Mar.

Overdue by a long chalk

G11 rns. Spectacular grades at Ballywire.

Https://www.groupelevenresources.com/news/news/2025/index.php?content_id=189

PLEASE NOTE THIS IS NOT ARKs JV WITH G11

Hi Donk

Thanks for your post.

You say...

“ all a little fanciful”

Yes, I made that perfectly clear.

“G11 have presence on the BOD but that won’t change much.”

That’s pure guess work. Glencore now having BoD presence have taken their interest beyond that of a % holding. Why? What prompted it? Now?

“G11 don’t have spare cash to buy TP ( ARKs ) interest

They’ve had a couple of chunky raises recently. And r doing another presentation see their RNS couple days ago. Maybe, just maybe this is ahead of another raise? It’s often the case. Present then raise. Why would G11 need another raise

Also, what value wud ARK deal at? A mill or 2 ? Not huge sums.

“they can just keep diluting us with further drilling which we can't afford to contribute our share to.”

Yes. That being said why not just offer up a discounted lump sum pronto to ARK and have it done. ARK will require funds for their new ventures.

“Stonepark was always assumed to be the icing on the cake which made Pallas Green economically viable.

Stonepark need to get to 10mt inferred resource to be economically viable on its OWN is my understanding, Currently 5.1 mt. Incoming assays n further drilling may or may not help the cause. The massive draw on Stonepark is higher grades at shallower depths than Pallas green.

“I don't recall word ever being that Glencore wanted to buy, but I do recall that South32 or some other big player tried many years ago, but G11 wouldn't play ball so it all fell apart.”

Was an interview I think, like u say years ago, Mr T effectively gave a nod and a wink it was a very big player that everyone could easily guess. The name immediately doing the rounds rightly or wrongly was Glencore. You say it fell apart cos G11 wouldn’t play ball. Well thats a little fanciful too I think no reason has ever been given? And what’s to stop Glencore acquiring just ARKs %. Cut G11 out of it.

I’m guessing ARK would consider a discounted buyout if it came pronto and they can crack on with the lithium

Cheers AUC