Member Info for DShox

There we are sell on news chimps. Get mashing that big buy button again :)

Yeah, if you're a loser.

Buy intelligently and hold strategically for monetisation event is a winner's approach.

Good news confirmed.

Monday, Eurasia takes to main stage.

Who's in, who's out.

Very firmly and indeed believe ink is imminent, no later than November.

Amazing a stock of this size kept hitting NT to buy at 29.5p, 30p and then 30.5p.

Two types of people, day traders that jump for joy with +10% and measure success in 0.5p increments and then those that understand what's going on, put in grown up wedges and wait for a massive monetisation event to make proper money.

I think most of the cash firmly locked-in is now the latter.

c.150Moz Pt Eq

I think that's your memory and comprehension letting you down again in public. Let's go back to the start where I said in the case of KEFI, the only way IIs could enter following the placing and at the time proximity to financial close, was to buy open market and that would send KEFI north of 2p. You then argued IIs only buy "generally" on placings, which was irrelevant to my initial comment. But if you want to drag up your nonsense about a different stock here, then just means you haven't gotten over it.

Er wrong again, your 2.2p has been breached for almost a year and your 3.5p for the lot will look increasingly silly hence why you are now trying to put a time limit on your predictions. Let's see who is ultimately right but you're already down 1 point :)

These things are all about local engagement and trust. When there's no history of mining or community beneficial mining in the past, it is more difficult but not an impossible challenge, so confident the right people and conversations will be had.

I'm seeing a few comments suggesting we ARS has valued KSK at only £50m for 51%. That's simply not true for staged earn-ins. The project as it stands, just BKM copper project - not the entire potential for KSK - is still in design stage and does not yet support the increased target of 25ktpa for 10+ years. So the first payment from DD of $10m for only 10% of Indokal is, from DD's perspective, very expensive i.e. very good for ARS shareholders.

I see a comparison below suggesting the project was valued by ARS at £160m in the AE deal but today its £100m. The AE deal included a hard to value trading business in the IPO price so a straight-read across is not possible.

Investors buying ARS now, realise this deal isn't just about doing some value engineering, its about drilling the entire KSK area, completing all detailed design, permitting and getting the mine to production [with the balance of equity from offtakes] whilst also meeting KSK CoW local content requirements.

Investors will understand that means no further dilution even at the point of project finance and, all being well, no further shares issued in ARS. Investors will additionally understand that the value of this $50m from a cost/access to capital perspective to a junior is worth more than some care to appreciate and has the potential to unlock incredible value to the project and the resource that far exceeds anything the AE deal purported to do.

As for Beutong, I am sure there is plan brewing there too that will protect ARS shareholders from any further equity raises and set course for new, deep level exploration.

Not long

Yes, investors should note the deal is for Indokal and will unlock value across the entire KSK area. DD will own up to 51% of Indokal once fully paid up and still have its >15% in ARS, which means it will have interest in what happens at Beutong too where we await exploration news.

TM confirmed in interview, DD deal means ARS wont need to come back to market so quite possibly no more equity issues here especially if Beutong gets financed by another.

Yep, don't see any reason yet why it can't get there eventually unless ARS is bought first but still, more than the 2.2p you said ARS was worth given it was the last placing price and when this SPA is finally inked, well over your 3.5p for the entirety of the assets (KSK + Beutong). So, my targets are still alive and yours very much breached and odds on to be. Not sure what KEFI's got to do with the price of fish but you carry on with whatever ID you like ;)

Market will take out and consign early sellers to history. Current market grinds higher, doesn't dish out "insta-cash" on news to day traders. Need far more discipline and ability to hold to see your shares increase after positive news. Key trigger now is signing SPA.

80% of NPV for project at this stage

Tony's done a great job

Just before December and in my view, great time to announce a deal.

Why would Igraine suspension be a factor in AZD news? I imagine you are stating the very reason Igraine is suspended is because AZD discussions could restate the company's financial position.

Merck is producing 10m courses of its new drug in 2021 and 20m in 2022 - I am sure that latter number will grow as confidence in its effectiveness/safety grows. So moving quickly. Key to saving lives and freeing up health services backlogged with COVID cases. A person I know had her eye operation cancelled by phonecall just one day before because of NHS strains. So, once all the analysis and peer review has been run and the grown-ups agree the commercials, AZD could make a huge impact.

How much did you lose here?

Good post. I imagine the difference in newsflow is the fact SGS/Exc are also undertaking commercial discussions with AZ at the same time, so AZ will have an opinion of the results. As AZ has first right of refusal and AZD was accessed via AZs Open Innovation programme, one expects there is some framework for "fairness" in arriving at exit value. Alls I would say that if AZ thought the results were no good and potential for global sales were not there, it'd have said "off you go, try selling to someone else". No news could be good news. OK to sit tight and optimistic we get RNS that matched the hype.

For those moronically claim share prices on AIM should certainly rise before a positive RNS, just for yet another example even they can remember, EUA dropped 7.5% yesterday before today's update and some 15% last few days.