Member Info for chaotic_calmness

I am here since the early days (2012) if that helps. Follow the story rather than the price chart.....value is still not extracted at all four of the ARCM projects, three of which are billion dollar assets (Slovakia, DRC & Zambia). Massively undervalued. A recent mining project at Slovakia just attracted $20 millions from institutional investors. Though the interest in junior miners + producers are still a long way before the sector experience a bull run....the last commodities bull cycle was influenced through China, and the coming one would be from Africa and India.....let's see...

Almost two months without a RNS. Majors are looking to acquire million plus gold ounce projects, and ARCM has got two of them. Looks like calm before the storm...

Its not just ARCM, a large proportion of junior miners are undervalued currently - the rise in commodities/precious metals price is currently discounted by a large factor.....PREM, SOLG, ARCM, POG etc

Investment in Africa’s mining sector to rise: BMI (Serves well for ARCM's three mining project in Africa../) http://www.mining.com/investment-africas-mining-sector-rise-bmi/?utm_source=dlvr.it&utm_medium=twitter

The assets at DRC, Slovakia and Zambia alone are worth upwards of £50m individually. 1. DRC asset - a potential 2m-5+m gold mining project. (pfs already present for 1.3 au reserve operations) 2. Slovakian asset - PFS present for 900000 ounce au operations with the net present value of the project at over $100m, which would only increase in proportion to the current rise in gold price. 3. Zambian asset - with cobalt close to reaching $100000 per tonne, ARCM's 20% stake in the huge copper-cobalt asset would generate investment interest in coming months. It is already situated near billion dollars worth mining operations indicating the potential size of the operations that can be achieved in Zambia.

We are perhaps 12m-24m away from a explosive junior miners price rally. ARCM in a nice position to benefit both from the current precious metals price rise (gold - Slovakia, DRC, Eriteria) and battery metals price rally (copper/cobalt - Zambia).

Gold price near 5 year high, Cobalt at all time high, Copper price near last 5 year high, but AIM Junior miners share prices at all time low. AIM junior miners are on the verge of price break-out based on price recovery and demand from emerging markets, and ARCM stand-out to gain massively with their huge gold and copper assets. Is the current market dip profit taking or the start of bear market - It is going to be interesting few months....

While there is a rush for copper and cobalt mining prospects, ARCM is already sitting with a huge copper-cobalt asset its almost 20% stake in Zambian Zamsfort limited. That asset already has a limited production plant. http://www.proactiveinvestors.com.au/companies/news/193430/winmar-resources-attracts-31-million-for-cobalt-opportunities-in-drc-193430.html

I am in it due to the gold, but the copper and cobalt could be the factor that delivers the surprise value here...whichever way you look it seems undervalued by a massive proportion. This can run quickly to over 20p due to limited float and potential gamechanging development. Just the Slovakian asset is worth 10 times the current market cap of ARCM, add in DRC, Zambian and Eriterian asset then even 20x - 30x is possible - After all ARCM has two projects whose current NPV is over $250m combined at Slovakia and DRC.

This could be the year of ARCM. I was

The volume this week is the highest weekly volume since the name change....and yet there is one more trading day to go...looks like position getting accumulated for near term newsflow....

Long term (3-5 years), I see this hitting double digit, just as it was before the fire incident and oil crash....They have some unexploited large markets like India and China to conquer - the electricity demand and the resultant transformer oil demand would dwarf even the demand from continents like Africa or Europe, and would be more than what Hyr can supply at the moment......throw in the carbon credits revenue stream....and then when u read that the head of Blackstone saying that they would like to invest in those future businesses which contributes to societies and local communities, then I don't see why hyr cannot become part of green/society conscious based institutional funds.... DYOR

One game changing development at Slovakia, Eriteria, DRC and Zambia, and this would explode. Undervalued by 3x-5x on just net asset basis alone, and long term 10x-25x. Risk is diversified through region, resources and exploration stages.

the DRC project is profitable even under $1000 per au oz price as the production cost is estimated to be under $700 per au oz....The current gold price is over $1250 so the DRC project has high chances to absorb the tax increases.....

The new code could see royalties on cobalt, a central component in electric car batteries, increase five-fold to 10%. ..And as the video suggests the gov could still reverse the decision if it starts to worsens the investment climate in DRC. Would probably hurt the cobalt mining companies more than the other resources. It would still be a profitable operations when DRC project goes into production - just a bit less profitable due to tax increases.. http://www.mining.com/cobalt-consumers-main-victims-congos-new-mining-code-analysts/ http://ewn.co.za/2018/03/09/congo-pm-says-mining-code-agreed-no-room-for-compromise

The most interesting aspect of the DRC asset is that it would take around $100m to bring the first million au oz into production. It is one of those interesting junior mining projects that requires low capex - the break even point at DRC is less than 3 years, and the production cost being less than $700 per au oz is also an favorable factor. (The economics of the DRC project is similar to the nearby Namoya mining asset of Banro)

Plenty of gamechanging newsflow to come from DRC: Analysis of the previous drill campaigns (19,522m of diamond drilling, 2,720m of reverse circulation drilling, 6,274 line metres of trenches) + the current drilling campaign (5000m) + the current soil sampling campaign in Akangya east (600 holes) And then there are some more newsflow to come from Slovakia, Zambia and Eriteria which would turn out to be value multiplier here. DYOR

Mariana Resources which only had 30% stake in Hot Maden gold-copper project in northeast Turkey got acquired for �167m by Sandstorm Gold last year. The NPV and IRR of the Mariana's Hot Maden project was USD$1.37B and 153%. NPV & IRR of ARCM's two mining projects at Slovakia and DRC where they hold 100% and 71% respectively. Slovakia: NPV: US$145 million, IRR: 30% DRC: NPV: US$171M, IRR: 35% The DRC project's NPV was for 1.4m au oz resource, if they manage to increase it to 2m au oz reserve then the corresponding NPV would be over $200m, and upwards of 5M+ au to 10M+ au reserve has the potential to breach the NPV of just the DRC project to over $500m - $1B. (100g/t au on previous assay result gives an indication to the resource potential there.) Just some interesting facts: Slovakia is a region where 1/4th of Europe's gold was produced historically which includes the epicenter Kremnica, a place where Gold was first discovered in Slovakia, and then there is DRC - the next South Africa in terms of Gold discovery potential, at Kibali Randgold operates one of the biggest producing gold mine in Africa. The Kibali operations produces upwards of 500+k au oz annually. The above comment does not even include any investment potential or valuation of ARCM asset in Zambia (Zamsfort) and Eriteria (Andiamo Exploration). So considering all these factors, the market cap of under �6m looks deep discounted for the size of the projects that ARCM has got. ARCM has long term potential to breach �50M-100m market cap - it would be interesting to see how the story unfolds here considering that the current directors have previously sold an DRC mining project for over $120M. DYOR

If this smashes .27, we can probably see .40 or .50... Lets see... The momentum seems to be building here.

ARCM have had two big development since July 2017 in regards to the Slovakian project - 1. the start of small scale mining (the court battle that ARCM won last year was crucial) 2. the settlement of 2 % vendor royalty on gold production for �50,000. Both of the above milestones are remarkable achievements considering the dire situation facing ARCM regarding the Slovakian asset just eight months ago. A strong well connected local operator will help Arc Minerals to extract the project value from Slovakian project faster than many can imagine here. And if the gold price continue its upward climb like it has been since last 18 months, it is hard to see why the local government would not take the opportunity to en-cash the tax revenue generation and employment potential. From Gold to Cobalt to Copper, Arc Minerals has got it all. It will be having news from all fronts that is going to explode the price here. It is only a matter of time here.