Member Info for chaotic_calmness

PM, Let me put it this way, on 4.5% royalty fee structure of an 71,000 au oz annual production operation, the Slovakian asset has the potential to deliver half our current market cap as royalty income for the next 10 years. An the upfront money from its disposal would help to sponsor DRC resource upgrade. Also when the DRC asset does became a 2m-5m au oz mining asset, you are looking at an exit valuation of $50m-$125m at an exit price of $25 per ounce which is the lower end. On a higher end scale of exit valuation, the DRC asset valuation could easily hit $150m-$375m on $75 per au oz exit price and probably more depending on the exit valuation per au oz. If it does turn out to be a monster asset, then ARCM might became subject to bidding war for its DRC asset. We are still left with the Zambian and Eriterian asset after the above two, so my target price may just be achievable than most think here.....I am not bothered about the current share price, what matters is how efficiently and how effectively ARCM unlocks its value - that's more important. And I think they are doing a good job so far.... DYOR

30p in near term (6-24 months) while 75p+ in 2-3+ years time frame....all depends on how soon the value unlocks across ARCM's multiple assets through resource upgrades and asset disposals....

Director bought in last placement, which is good. Income from managed services is they key here - it would lay a consistent source of revenue generation and revenue growth. Lets see...

This is easily going to reach 30p+. Upwards of �60+ millions have been spent in exploration altogether in the last seven+ year in Slovakia, DRC, Zambia and Eriteria with 2 PFS in Slovakia and DRC, a limited production plant in Zambia and the potential listing of Eritrean asset. And yet the market cap is hoovering around 5m-6m..... - PFS in Slovakia demonstrated viable project with robust economics: NPV8%, US$145M, 26% IRR with a total life of mine cash cost of only US$555/oz and initial mine life of 11 years. - Previous PFS NPV of DRC asset - $160m+ Accumulate while you can.... :) DYOR

It is all fitting nicely towards upgraded PFS target by Q4 2018. 4-6 weeks of soil sampling which will determine additional drills, then another 6-9 months of drills followed by upgraded JORC resource definition and PFS....

That's a thing with investing. You have to be in it to win it, ain't it....Especially when it is in a company where the management team has done it before.....Everything comes at a right time, just be patient.....

indeed very quiet lately.....

Yes Westie, �150m-�200m valuation is based on the DRC a + zambian + sturec project. Arc Minerals do not have to necessary have to go all the way to production to realise the value here, they can flip the assets once the PFS is achieved on upgraded JORC reserves on both DRC and Zambian asset. If they get good value from Sturec and Eriterian asset disposal, it would mean we will get there without any massive dilution. Market would go into a massive gold led junior mining rally in next 1-3 years. It always starts with the boom in the underlying metal, then the major miners and last but not the least junior miners....We are still a long way off, but ARCM is a sleeping giant of AIM junior miners. You accumulate gems like this when it is totally ignored by the market.

A upward price tsunami is coming up in next 18m-36m - not only for ARCM but many other good junior AIM miners. Accumulate while you can....The last time Mr Foster successfully sold a DRC asset, the existing investors made upwards of 30x-50x. The returns would repeat here....In fact over here, ARCM is not a one mining asset horse, but a four mining asset horse. And out of the four, three of them are $1 billion + life of mine revenue mining projects. DYOR

PM, the code hasn't been signed off yet by Kabila....and even if does then our investment in Zambian asset balances the risk....and I think the big MNCs would take appropriate measures to deal with any adverse ruling..(they have formed a coalition to fight this... https://www.businesslive.co.za/bd/world/africa/2018-02-20-deadline-for-new-mining-code-in-drc-looms-with-mining-companies-worried/

http://www.bbc.co.uk/news/world-africa-39156806 https://fr.m.wikipedia.org/wiki/F�lix_Tshisekedi A likely candidate to replace Kabila - he is popular with the expat community.....

And all this current unrest may be fuelled to install a mining sector friendly government there...just a possible scenario....

Sorry westie :) Dan the autocorrect...

Sweetie, the status quo would remain in regards to new mining code so no drastic changes for now. Election in April is the only big event happening for forseeable future.... FZ is the only candidate who can topple Kabila's regime.

I wish both of you all the best.

i want to average up but would stay on the sideline for now....

once the feedstock is sorted, HYR would realise the full potential of its production capacity. Licensing deals and the subsequent royalty income in new markets is what would help in rerating this. The income from the carbon credits is the added bonus.

with the sort of assets that arc minerals have got, �50m-100m+ market cap seems a nearby target....Andiamo Zamsfort and Casa - three really good African mining projects acquired cheaply during worst mining recession.....And not to forget Sturec mining project, where the net profit for the life of mine revenue is $309 million dollars. Arc Minerals is a sleeping giant of AIM junior miners.

If anyone listen to me, their average will be close to current price, and some may still be underwater slightly but it wouldn't be with so much margin....in fact I did got my initial entry wrong, but the placement driven lower prices has given me the opportunity to lower my average price. My current average cost price is lower than the current price.... And small cap companies like ARCM are always one game changing RNS away from reflecting that true potential. Did happened to VRS and PYC in last three months where they rose more than 8x and 25x in matter of days following their RNSes.... Patience is what is needed here. Things are only looking brighter here then they were in 2012-2016 timespan....

Things can sometimes take take longer than the targeted time frame..The macro environment for Slovakian asset was not good: stiff government opposition to cyanide mining, local NGO opposition, metal prices meltdown and then the general mining recession.... But this is changing now slowly but surely... You have as much right to be skeptical about this, as I am optimistic about this. The dilution may have reduced the price of the shares, but it has also laid the foundation on which arc minerals would become stronger due to timely purchase of massive African assets at depressed price. Its all about the perspective, five / six years of depressed share price does not mean it is going to lay there forever.... In the end, it is all comes together. Perhaps we may be one-two years away, but the rerate is coming.