Member Info for Early_Bird

MOU for 70%+ Offtakes now signed noting:

Discussions advancing with a major organisation to secure a further offtake agreement in respect of the remaining target production
Work is continuing in parallel to finalise a Definitive Feasibility Study (‘DFS’) and to convert MOUs into binding offtake agreements

Notice the MMs drop the bid every now and again to shake weak holders. Theyre clearly struggling to keep a lid on this now

$20m is the "at cost" value attributed to SOLOs 25% ie the Zubairs are paying that but theyd only do that if they saw significant upside from this investment... they arent a charity

When is HeliumOne due to IPO?

SOLO Mcap reached £50-70mln from memory on back of NT2 success/gas flows didnt it?

At £11m Cap none of Ruvuma is currently priced... so when the licence does land its game on here.

Book looking good

I have unfinished business with this company!

Very encouraged by AEX's update today, it really sounds like the Ruvuma licence approval is close now.

I see a very instant east 200% upside from this level as soon as its granted.

Fully funded CH1 drill with 25% interest, I really hope they don't farm out until after it! Mcap here will be £40-50m by spud with ease given size of the prize / COS if they opt to hold the full 25% and farm out after CH1

GLA

noticed a number of 500k buys past week or so. Todays one showing as a sell but it was a buy given live spread

4.4p an absolute steal... purely down to RG drip drip drip selling. He wont have many left and Vermelho PFS JM's guidance was end of Q3. Well there is only 1 week of Q3 left....

you may get a few exercise them near 3p but like I say before this is all money going in to the ACP bank account anyway. Most will hold on as those holding them know the potential here is £100m Cap+ company.

I see people mentioning the 2.2p warrants, they forget these are all cash to the company at this price. The SP has to be over 2.2p for warrant holders to exercise and sell for profit too.. who in their right mind would exercise those golden tickets for 10 or 20% when the upside here in a year is x10bags.

https://twitter.com/TheMoneySponge/status/1173958216247631873?s=20

Clearly shows when Walkabout resource were at the same stage ACP is now they were valued at £20m cap eq... and in the 6-9months following hit £75m Mcap equivalent!

The funny thing is from recent RNS Armadale has released it looks like Armadale have the better resource by a significant margin too!

These opportunities on AIM dont present themselves often

not sure whats holding people back from buying now tbh.. the only concern people had was the cash balance now the premium raise puts that only concern to bed. Fully funded till full financing...

Undervalued by 3 to 6x vs direct neighboring asx listed peers

I added at 4.7 - 5p last few weeks so im envious of those mopping up these prices.

Matters not in the grand scheme of things I believe once seller(s) dry up and newsflow starts landing this will go on a huge run to much fairer value £150mcap + this next few months. Vermelho isn't even priced here and the PFS is due imminently. Cracking opportunity IMO.

That's near enough one a week. Stunning run of news with plenty more on the timeline to come.

Those that are digesting this information are picking up what is so special about this opportunity. The company are delivering on every single front, project level and funding.

Its clear if you read the past 7 RNS's ACP is shaping up to have the best Graphite resource in Tanzania with DFS likely to be significantly enhanced above $350m NPV.

$35m capex to any potential financier paid back in 1 year (or likely less)… I cant see this struggling to get financing!!

Best economics of any mining stock ive ever seen.

A reminder that the $350m NPV & $35m Capex were based on 95% purity and 9% TGC

Fastforward the clock looks like we now have much higher TGC (12-16%+) and also much higher purity graphite 97-98% instead of 95%

Could double the NPV if they secure battery grade product (looking likely and project payback will be well under a year!

Funny you have Walkabout at £50m cap, ACP £8m cap yet ACP is shaping up to have the better resource.

Looking forward to the next newsflow

Also its actually 7x higher rather than 5x ;)

12p equivalent

Noting ACP have nearly half of their resource over 97% purity meaning big premium pricing over the old scoping study (based 95%)

Asx listed Walkabout is capped at £50m has just 95% purity...

By @Moneysponge on twitter.

"ompany complete premium raise that sees the company through to project financing/construction

Also discuss up-coming JORC resource based on high grade assays over last two sets of drill results

Finally ASX peer comparison trading over 5x higher"

https://www.youtube.com/watch?v=zw15WYa0r_c

“Further announcements are expected in the near future across various project related activities.”