Member Info for Ella10

Having just listened and watched interviews a few comments/ questions.
1. Initial impression is that this appears to provide more convincing support to Mike and Hillary's Keel and sill theory?
2. I thought these really clever geophysicists had learnt their lesson from the previous GRS drilling and plonking a drill in the centre of a prospective area. A bit tongue in cheek as I am certainly not an expert.
3. KAV need a non conductive drill casing if they are going back near the GRS. Is composite casing available and suitable? Does it require different drill equipment and/or experts?
4. The 16000S target appears highly conductive but I'm not quite convinced about how valid it is yet. I guess the further TDEMs may address this.
5. What additional info will come from the additional DHEMs? I, possibly incorrectly, got the impression that a reinterpretation of existing data is what was required?
6. BT does at least appear to realise how really p###ed some shareholders are about the comms. Yes! - a 10 day issue does require reporting when he previously implied an overnight issue would be reported. Hopefully shareholders do see more consistent comms in the future.

I wonder when Mindea get issued with their shares. They are unlikely to be impressed by payment in shares valued at 4.53p at the moment.
https://www.lse.co.uk/rns/KAV/ksz-hu****si-drilling-to-commence-in-june-ydk7modoafp697r.html

Thanks for your reply Andy. I have hopes that that particular board is becoming more civilised :-).

Hi Cygnus,
Well spotted. The survey does go outside the forest but only on the SE side. It may be that there are 2 different landowners (apart from the Vulcan Forest) and it was thought not necessary to get permission from the second land owner.
I actually think the RNS seems positive.

A total guess but it may be related to whatever caused MM to take his holding above 5%.

I am keeping an open mind on the reason for the relative silence but am reposting the following for any newbies.
A repeat of some speculation for any Anglo American obsessives who may be having a look at XTR.
XTR have been drilling in the Lachlan Fold, NSW, Australia.
AA have a first right of refusal to buy back EL5574 from XTR. This buyback agreement is discussed in the original presentation when XTR were acquiring the tenement
https://xtractresources.com/wp-content/uploads/Bushranger-Summary-Presentation_April-2020.pdf
The resource has expanded significantly in the last 18 months and the expectation is that we are close to, or have reached the 2mt. In addition, XTR have been progressing the 'decision to mine' trigger for the AA buy back. Bushranger has at least 2 porphyries with Ascot appearing to have more gold content than Racecourse.
I'm not convinced AA is necessarily our most likely customer. However, the following has made me wonder.
Legacy Mineral's licences in Rockley are pretty much surrounded by XTR's licences. Legacy Minerals recently posted the following presentation on their website and at approx 2mins 15 an Anglo transaction in Rockley is mentioned. Have AA been sniffing around the XTR tenements recently?

https://m.youtube.com/watch?v=GTSocoiwAbE&feature=emb_title

The Australian asset is only part of XTR's portfolio of assets. There is income being produced from alluvial and hard rock gold in Mozambique. The expectation is that the Fairbride gold mine in Mozambique will be in production in the next month or two. This should provide significant additional revenue to XTR.
XTR also have assets in Zambia.

I would be interested to know if Dynamic Investor Relations exercised their warrants in late Jan/ early Feb. As I posted before the discrepancy between companies house and the TVR RNS matches the number of warrants that were held by Dynamic Investor Relations. I think we should have had an RNS if it was them so it may not have been.

I agree everyone will have slightly different views but after his constant ramping before the news was in, The 'book' retweet and complete silence once was known has left By with very little credibility in my view. In addition it looks like DHEM and TDEM are not proving the discovery tools they hoped (yet at least).

I don't understand how the DHEM before Christmas so close to the conductor had such a wide margin of error.

Well worth listening to with an open mind. What exactly is plan B? What precisely did Remy say about a placing? What did NVS say about CASA?

MidnightSun have JV with RIO on a neighbouring licence. ARCMs licence is a bit larger but I think a look at the JV terms and their market cap is interesting.

http://www.midnightsunmining.com/wp-content/uploads/21.12.01-MMA-Presentation.pdf
The figures give an idea of the cost they would expect to spend on exploration.
Some of the drill results prior to the JV are here, I am not convinced ARC are advanced enough to get such an agreement.
https://www.midnightsunmining.com/2017/midnight-sun-drills-4-23-copper-equivalent-over-11-6-meters/
https://www.midnightsunmining.com/2017/midnight-sun-discovers-ore-shale-type-copper-cobalt-nickel-gold-mineralization-on-solwezi-properties/
https://www.midnightsunmining.com/2014/midnight-sun-drills-14-2-metres-grading-5-71-copper-at-solwezi/

Orosur Mining is probably the company mentioned by NVS in the conference call. They have a JV over the Anza project.

LegalWolf,
I disagree with you. 'might' doesn't come into it!

Hi Oiltap,
I might not get to it to today so feel free to copy any info you have into the thread to add detail to my post.

Thanks CE,
Daniela has responded. I thought perhaps someone was being nasty on Telegram and making out they were me. I don't do Telegram so I have no idea what they were posting. Hopefully I have lost one of my many IDs. :-).

Thanks Dani,
I hope I have now lost one of my apparently numerous identities :-).

Gixxer,
I can understand where you are coming from, after all this is AIM and it pays to be cautious. However, I've looked quite closely at Kiwara and one or 2 people had commented about potential customers but the sale appears to have been kept fairly quiet. I think they had announced a further tranche of funds to support more drilling not that long before the announcement.
I suspect CB will have been optimistic about the amount of copper but I hope he would not suggest we have a totally different ball park amount to what we have. Jeremy and Quinton also appeared reasonably confident, although obviously they are not uninterested parties.
The following discusses FQM making a 'decision to mine' for AFP assets in Zambia.
https://www.lse.co.uk/rns/AFP/zambia-projects-option-agreement-j34vf40ps2yzbmx.html

I agree Kully. It's worth researching the above companies before deciding where to invest :-).

Care to enlighten me about Daniela?

I think you'll find the ARCm board has been posting about Daniela. I must say I am rather impressed by my adaptability! I'm a Yorkshire mining engineer, a Zambian Entrepreneur, Sylvia Vrska, a member of the KAV board, many multiple LSE user Id's and now Daniela. I am not on Telegram but I'm guessing Daniela's posts are unique in some way. You may wish to look at Turtlewax and Fat boy on ADVFN for the source - just a guess....

Hi Lucky,
Yes I hear that I have ANOTHER identity. I appear to be rather prolific!! I am not on telegram so have no idea what my latest identity is like :-).