Member Info for Fukurokuju79

OOL - Everyone has the capacity to have their buttons pushed. As I say we're all human and their are plenty of people who post here to get a reaction. Sadly, that's what they get. However I'm beyond the game playing now personally. While I may have had moments of reaction in the past, and may well do so again in the future, I've generally tried to act with humility and respect others opinions. I'm not a perfect person.

If people want to spend their days with bitterness then so be it. It is after all a free world. Equally if choosing to dislike ARCM is important to people, genuine or otherwise, and adds value to their lives, who am I to judge.

It's everyone's own life. If we were talking about major moral challenges I'd be more vocal, but it's a BB on a stock of a share 99.9% of the world doesn't know exists. Perspective etc

Atb

No has attributed any level of honesty to anyone.

I'm realistic, not idealistic. However sadly people's motives won't be influenced by hostility, only fuelled.

Like I say. We've all got the capacity too bite back. I know I have.

I'm also not defending anyone....on either side of the coin. I'm just advocating a better use of a bulletin board than pointless bickering.

Ignoring those of a different motivational or opinion standpoint is much more beneficial than doing the merry go round.

Patiently waiting the completion RNS and all it entails.

Atb

Seis - Thanks. It's not really about faith in humanity. Albeit that's not a bad trait. It's also not naivety. I've my own views on others motivations.

None of that really matters and nothing anyone posts on here will fundamentally change the future for ARCM (good or bad).

I'm confident in my own views. I can either brush off alternative opinion or in some cases I may see some valid points that I should dig deeper into.

We all get irritated from time to time though, we're all human ; but if people choose to do things we don't like the chances of changing them through arguing back are slim to none. Quite possibly it fuels the fire.

Surely it's better to debate the alternative opinion to differing views and if you still can't agree then just accept those differences of opinion.

Not preaching here, or directing at you or anyone. Just generalising and saying what I'm thinking.

Atb

I'm not in the telegram group so maybe not all genuine holders Steve.

I also engage with the company directly if I have any concerns or questions, which I'm sure we all have from time to time. It's only natural.

As for the mcap. I've seen far higher with far less. At the end of the day, AA value the licences enough to spend tens and tens of millions on a deal to be a part of it.

No point bickering though. We can all have different views. We simply have to back out own views, be it with the buy button or the sell button.

Atb

Traders will take short term view with little care (if any) of fundamentals. They help create volume, but inevitably they sell fairly quickly which causes the volatility that's causing frustration in many.

My point is. I don't see the market swings as being caused by shorters.

Atb

HH - I'm very aware of spread betting but clearly discounted from saying that as they don't own the security. It's simply a bet on the price direction. So isn't relevant to the real price, other than possibly as a sentiment indicator.

A spreadbet short wouldn't create market volume of stock in a company

I personally dont see how the connection has been made with shorters? Where have this developed?

It's simply, to my mind, market dynamics fo supply and demand. Stock news and price rises as people buy the for a short trade and sell for some profit. Others do the same, but too late and as the short term holders sell the price drops and others sell at a loss as the price pulls back. It's a double edge sword. The junior markets need traders for liquidity, but with traders comes volatility.

Those that buy long term don't drive volume or volatility after their buy. Others are sat on losses and decide to sell a peak which drives the market supply or hold for a higher price, which again does nothing.

Some may be short on HEMO but the volume here isn't shorters IMO. Ultimately shorters borrow and sell the stock and then buy it back (hopefully for less), making the margin.

They can only make 100% (unless leveraged) and if the price goes up on any news they'll make margin payment and potentially get squeezed to have to buy the stock back on a rally. This is actually a good thing for a rally.

Peaks and troughs are normal. Albeit I appreciate it's hard if you're sat on a chunky loss that will always drive more emotion/frustration.

Just my view

Atb

Peggy

You said....'Is it not ok to have a negative view although you may be invested in here? its not like the company encourage positive thoughts is it?'

Reply.... of course it's okay to be negative , as I said earlier. Each to our own. Although if I was that negative I wouldn't have an investment here, and if I didn't have an investment here I wouldn't post much. I've posted on stocks that I'm not invested in and said I felt it was too high atm or whatever. That's fine. I just personally don't focus solely on those and have to prove that point to everyone on the board that is invested. Which it feels many do on ARCM.

You said....'Somebody said in a previous post that AIM is no more than a punt at best, maybe this is a better punt than most at the moment, then again maybe it isn't.'

Reply ... Personally I dislike the term punt. Not all AIM stocks are equal. People can use their experience to enhance their probabilities on aim, it's not like a roulette spin. That said everyone is wrong at times. This is where a broader investment strategy comes in. Rather than a punt.

You said.....'I can think of plenty AIM companies that are a punt probably a better one than this, if i invest in them why should i be positive about the company, i personally would only be interested in making money, if i think the company is being run poorly then why would i be positive about said company?'

Reply....Not sure anyone is saying ARCM is the best on AIM. It's certainly got the best deal pending of a junior explorer on AIM though IMO.

We all want to make money while investing. So if on balance the overall outlook of a company by an individual is negative, I've no idea why they would invest or stay invested. Unless they are very inexperienced and don't know what to do.

Atb

The articles are (to me) not suggesting a pandemic is happening but that it's inevitable they will happen again, and can be much worse than COVID. So, be prepared unlike last time.

It's basically WHO saying we need to learn lessons, be more prepared, as next time can be worse.

Clearly that could be tomorrow, next week, year or lots of years.

Still, it seems CBR can be a strong contender as a different approach if all things work out.

Atb

Everyone is indeed entitled to post be it positive or negative.

I think the question many wonder is why go to the trouble to post on a board of a share if said poster(s) have no interest in it, distrust for it and don't intend to ever take a position in it.

I've no desire to know the reasons tbh. It's your lives and everyone can all do as they please.

At the moment no amount of disagreement will prove either side right or wrong. The only way that will come will be when the deal is completed and on subsequent news. Or, if the deal doesn't complete etc.

There is virtually 0 % chance of both sides reaching a consensus through discussion or sharing of opinions here.

So let's just wait and see what comes out in the wash. If I'm wrong I'm wrong, it's my money. Clearly I think I'm not or I wouldn't be invested. However if I did think I was wrong, and sold, if sure not spend my days on here. As I say, each to their own.

Atb

Yeah. From MI5....🤫 don't tell anyone

Ah right yeah I'm aware it that too. Shhhhh don't tell anyone it's confidential 😜

What's known Fulmar?

Absolutely. No one is perfect and this deal is significant in its terms and kudos to NvS for that.

As a holder too I hope you get a nice return JHFH.

Selling at 10p and buying back in at 9p when were sat at 2.6p I probably wouldn't be so communicative about from a killer trade perspective though 😂

Totally agree about emotional decisions though. Never good for an investor of any kind 👍🏻

Atb

The staged cash payments definitely get distributed between the shareholders of Unico proportionally.

Regarding share options and other payments due next year. The company will be looking to prioritise cash and so I fully anticipate any amounts due will be restructured and / or negotiated. In order to preserve the cash I anticipate it's possible some of the negotiation will involve share issuance but not as bad as a placement for any significant amount.

I also personally anticipate ARCM seeking to secure a larger stake in Unico in the future.

I've no idea about the Bots status and I can't recall what was said about the delays on the call, other than NvS saying Zambia has to be the focus for now and something about having to work through the results in some way when received. Although you'd have thought they would have done most of not all that by now.

I agree about the lack of clarity in the verbal Comms and RNS'. However, like you I accept it as I think the investment is worth it despite these shortcomings.

It's all taken a bit longer, not least by the backlog, but also as the licence renewals have included additional area applications and upgrading of licence types based on the cadastre etc.

However long it takes. We know we're closer now than before. Just have to continue to wait it out for now I guess.

Atb

' I feel we shouldn't draw comparisons between companies that are at very different stages of development.'

....😂 you just did

Cyrox, just a note on your comment....'I will say it again, I think the premium is actually a payment for the partnership, not just a company deciding to pay well over the odds. Sure they will be confident that they will see a return. Better for them than just stumping up the cash. It is undeniably great news but no company would just pay 3x if they could just buy on the market.'

There is no thought needed. It said in the RNS it's a strategic investment. A strategic investment by definition is an investment into the future success of the company. Plus the structure of the deal has a statement of works tie up, for specialist support and technology.

So basically HEMO are strategically invested into, and HEMO spend this investment capital on the aforementioned phase of support by prevail and essentially send the money back to them. In effect, HEMO get the cash for prevails initial services and funding to get the next phase rolling while prevail get a stake in the outcomes plus they also get further statement of works at future stages for the next 4 years or so. A strategic investment.

Clearly if prevail bought on the open market this money wouldnt be available to HEMO and so wouldn't be a strategic investment. Additionally buying that amount of stock on the open market would in itself drive the price up.

Atb

Orhyblue - just to play devil's advocate a little, Ilthe current shares in issue don't account for unexercised share incentive / options which are (I believe) well in excess of 100m shares.

Only mention this as these often get overlooked in stocks, albeit not in the current issued share count. Albeit, more complicated by strike prices Vs current price.

I've a decent position here. So I'm certainly bullish. Todays RNS was a strong indicator of price direction and the close above a very stubborn 2.5p is also encouraging.

Atb

It's a hard one to call here ATM.

I do agree with the capital being at 1p it certainly underpins the current market price strongly.

On the flip side if I focus purely on mcap which is a sensible approach; with the current shares plus the new placing shares @1p (excluding any warrants/options etc) the shares in issue will be around the 1.3 billion.

So the mcap post dilution, at the current 0.65p offer, would value KAV at around 8.5 million GBP. Or 13 million at the placing price.

Prior to the recent KSZ news I'd have said that's fair but the asset base is hard to attribute a value to since the move to zim and the situation in Bots.

That said they'll have a significant part of the mcap covered by cash at the current price.

In short I personally think KAV are probably valued about right somewhere between current price and the placing price. I'd struggle to put a case across that they should be valued north of the placing price ATM.

Therefore the key now for me is really what KAV can prove up asset wise with the exploration from the cash injection. If they want a value above the placing price then the market will likely need to see more evidence from the assets. This is what the market price and action is telling me.

Will have to wait and see.

Atb