Member Info for fulmar29

no analogy just sad humour-I specialize !

DOU is a bit like M&S=Department Of Underwear

Whether a deal is finalized or not by EA end,we will definitely know in what direction we are going in future. So 2/3 weeks will produce the information we have been waiting for.My guess would be an equity investment by AAL into part of the area but in the meantime AAL/Rothschild/Arc and Kopara will all know what's happening. The boards will get very active and de-rampers will try and disturb holders. We're in the last 2 furlongs GLA

Not seen anyone mention one of the main points of the RNS --"Arc's liquidity position is strong, with cash and cash equivalents exceeding US$5.3m as of 31 May 2021."
with cash also incoming from Sturec and Casa we are solid!

the world's top ten miners have average grades well under 1% so it's nice to see our neighbour doing so well .when grades pass 1% the profitability soars. https://www.mining.com/how-ivanhoes-new-congo-mine-stacks-up-against-copper-minings-top-tier/

Indonesian restrictions and obsession with battery grade Ni, will mean Arug. ore will be more valuable
https://www.mining.com/web/indonesia-drawing-plans-to-restrict-nickel-pig-iron-ferronickel-smelters/

https://www.mining.com/copper-price-keeps-soaring-despite-chinas-attempt-to-cool-rally/

https://www.mining.com/brazil-to-ease-licencing-of-newly-listed-strategic-minerals/ Oh dear smellyarse that wasn't what you wanted.

Is that the last foray of the MMs into the weaker Arc holders ? Definitely not ! With a couple of weeks to play games,all are vulnerable,but as soon as ANY deal is announced ,all bets are off !

bsg "Trouble is Rothschilds will try and force a low ball offer through to get their fee." are you really that dim,or just trying to pick up more shares.Roth.will have agreed terms and parameters from which to work.What do you think Nick said "oh ! pop along here,and see what you can knock it out for"

If there are significant stop losses @5p then now the MMs will do their damnedest to hit those sales - AIM is not suitable to stop losses/buys ,if you don't have the time ,don't do it,stick to main (regulated) FTSE etc.

Rare earths
Magnets made with neodymium and praseodymium (NdPr) are used in wind turbine generators and electric vehicle motors.
Electric vehicles made without rare earths are less efficient as the battery pack needs to be about 30% larger to cover the same distance, analysts say.
CRU analyst Daan de Jonge sees the energy transition lifting demand and prices for NdPr over coming years to levels that incentivise new projects, but cites caution.
“China owns the intellectual rights regarding processing of rare earths. They invested in the technology when others wouldn’t,” de Jonge said.
China’s dominant position in rare earth supply is worrying for other countries.
Processing rare earths is complicated because there are many metals in the same ore, as opposed to copper ore, for instance, which may contain only cobalt or molybdenum.CRU forecasts NdPr demand from electric vehicles and wind turbines at 41,575 tonnes or 62% of the total in 2025, from 20,544 tonnes or 42% of the total this year.

MMs know where it's going, IIs know where it's going, Mushy's shares are being absorbed.In the very near future with Mushy's shares gone and some much expected news,IMO wild horses will not hold this back Timing and patience is all !

It's coming home,It's coming home ,it's coming.-Coppers homing home
3 Tier 1's at least,Nick and Remy dealing
60 months of faith,never stopped believing
It's coming home ,its coming home

It's a latent condition ! They tend to reveal the inner wild woman when you come back from the pub 4 hours late,when you are desperately trying not to mispronounce SSSSSSSorrrrrry !

Can you chew the meat :-))

it's A$2 so £1 ish and grades were mullered.JORC will expand IMO as it has been achieved quickly with relatively little drilling

The Resource Upgrade Royalty
If, at any time in the period between 19 November 2021 and 19 November 2024, the Šturec JORC Indicated and Measured Resource exceeds 1.5 million ounces gold at a grade greater than 2.5g/t (inclusive of recoverable Ag equivalent), MTC will pay Arc a further A$2 royalty per additional ounce of gold . This royalty is capped at 7 million ounces of gold.

totally depends on what the deal with AAL is-we may possibly need some cash to drill other areas if they are only interested in a few,but NvS does like a secure foundation "it gives optionality".I think very little has been priced in for the deal,as very little has been priced in for the assets-but it will happen.

https://twitter.com/tomryan1984/status/1406787113316610050/photo/1