Member Info for Ella10

Hi F79,
The reason I listenened to the July 2020 call is because it was the first one after the EA was agreed and I wanted to get a feel for what was being said at that point. It is interesting what Nick says about how they got into the EA.

http://s2.q4cdn.com/256050873/files/doc_multimedia/2020/Arc-Minerals-Investor-Update-Call-29-July-2020.m4a

Listened to part of this call to see if I could get a date for the end of the EA from it - I didn't.

I only listened to part of it as it is quite long but found it quite enlightening.
About 1 min in Nick talks about how they got Anglo into the EA.
About 37:30 Nick talks about having no appetite for processing copper but then does go on to say they could possibly lease the plant out.

The first couple of minutes are interesting in relation to Anglo and the rest is probably worth a listen to see how things have progressed in the last 12 months.

There were something like 87 million 4.5p warrants in the last block listing. I imagine they'll want to get through as many of these as possible before news is released.

I would quite happily take 15p or even 4p...
Tshuduku had a vacancy for a Licensing Specialist advertised in May. Is this a sign that the number of licences being managed is radically increasing?
Rumours are that Kav are looking for more licences. I wish CB would let us know if we have started drilling and if not what the issues are.

It will be interesting to see how many sells are published late for this week.

On the 16th Feb SP Angel said
'The company remains in exclusivity in discussions with Anglo American for a further 180 days from 12 January this year'

Anyone know what difficulty drilling in the Kalahari sands present?
Do you go a certain depth before it becomes problematic or is it a battle fron the offset?

Cheers Steve.

Sorry CE,
What I meant was when did CB last do an interview across any of his companies.

Thank you rumbled- Brexit is a great example of a deal well negotiated.

It really must be an exceptional deal that has taken 360 days to negotiate. I wonder if the BOD will be negotiating right up to midnight on the last day?

When was the last interview with CB across all companies?

Hi DC,
I don't have access to the Botswana mining cadastre but have a copy of the map from a couple of months ago. The licences were under Virgo and Africibum.

https://www.miningreview.com/base-metals/key-witness-steps-forward-as-anglo-american-seeks-to-delay-class-action/

Is now the Anglo's Discovery Manager in Australia...

https://www.competitionauthority.co.bw/

I had a look on the website of the Botswana Competition Authority and couldn't see any info relating to any of the licences they have agreed to buy this year.

Howezap,
In Metalstech last presentation Dr Hills was their exploration manager and he is also supposed to be supporting GLR drilling in Botswana. I don't know if he is involved in any other projects but I wouldn't count on XTR getting the greater portion of his time.

Well, Kavango did have a placing over the weekend - pretty obvious considering the amount of hype last week. What I do like about the KSZ info is that they give details of the data that explain why the targets are targets and what they have done to try to eliminate false targets to try to avoid the expense of drilling a dud. Obviously Kavango still have no guarantees of success but I would have liked to have seen more info on the GLR surveys. We have used spectral geophysics so hopefully that goes in our favour. I also wonder who our main geologist working in the KCB is...

I agree it would be good to know what is happening. I assume that they haven't hit copper yet but it would be good to have confirmation that they are drilling.

I wonder if we are using such a technologically advanced solution for marking the drill locations?