Member Info for fulmar29

Seems they are expecting the Pel.grades (as per Sasol) to be lower than Bur but the mining costs are far less,so probably more profitable.Added to that (not mentioned in the pres) that the byproduct of Pel is in high demand (and hugely increasing) by the building industry (concrete filler and plaster/board)-so I can see that operation as a cash cow,and then any other gypsum stacks thrown our way (worldwide) when we become known for it. Today's "golden handcuffs" share issue over 3 years making sense now.

Interview looked very competent He's got the right people in place Bur,expanding rapidly, 7 old mines and over 50 targets,another 100T this quarter,increased JORC due 1st half , and Pel assays mid Feb-

Not sure I buy "aligning the interests " lark,but if it's a reward for news about to be released -No problem.

Sorry Riche,did you really mean "we benefit from any expansion of the resource" !!!!!?????? :-))

Thank you 28 Bloody well said and well put.29

https://www.bloomberg.com/news/articles/2021-01-16/why-batteries-are-the-key-to-biden-s-green-dreams-quicktake?sref=GJd56xPl this is just the start of the renewables race-Cu needed in everything

https://www.bloomberg.com/news/articles/2021-01-16/why-batteries-are-the-key-to-biden-s-green-dreams-quicktake?sref=GJd56xPl

and from M Moore on twitter https://t.co/VrIkhYRKnj?amp=1

Thanks for posting Marco-the fertilizer/nutrients is obviously SXX and copper will be us and maybe others but the bit I like is
"Forecast 2021 capex increased to $5.7-6.2 billion to reflect carry-over from 2020 deferrals, additional investment in new business improvement opportunities, and the targeting of critical path items for the Woodsmith polyhalite project; " Why don't they just say ARCM :-))

Nah,he's in Wigan.

I see it as a bit more of a balancing act and AAL have had their own calculator (DW) on site who will have told them how many T1s he thinks we have and he and his team will have assessed all the drills sent for assay, so THEY KNOW what the results will be . The important part for me (that both parties would want) would be to make sure we are happy with the price agreed and for AALs sake that it doesn't regress after the deal. WTFDIK it may end up in a T/O but I don't think so.GLA

In an ideal world if we had decent news after any agreement with AAL then it could support the agreed possible equity purchase J/V price,if it were great news then it might accelerate it. Possibly

Morning small. I agree there will be drills to announce " in due course"-if you were in Nicks shoes when would you do it ?

when I woke up and saw there was a post already,I thought I wonder if thats Blood from afar-and blow me down-Morning Blood-long time waiting but it looks like were on the way now.

Uscita-with an equity purchase or some sort or JV agreed and signed by AAL that will be the green light for IIs. Rio T CEO said a while ago that because of a dearth of Tier 1 projects that the world is going to have to review it's investment criteria and smaller more profitable sites will be attractive to themselves and other majors -we I believe have both.

Date Time Trade Prc Volume Buy/Sell Bid Ask Value
15-Jan-21 16:38:49 6.20 750,000 Buy* 6.00 6.30 46.50k O
15-Jan-21 16:44:24 6.00 113,000 Sell* 6.00 6.30 6,780 O
15-Jan-21 16:43:32 6.10 57,000 Sell* 6.00 6.30 3,477 O
15-Jan-21 15:41:17 5.9666 500,000 Sell* 6.00 6.30 29.83k O
15-Jan-21 16:29:15 6.225 105,960 Buy* 6.00 6.30 6,596 O
15-Jan-21 14:28:17 6.20 1,500,000 Buy* 6.00 6.30 93.00k This one Digger

Max -When NvS does placings ,my guess is that they are to raise money in tandem with being a calculated move to involve people he knows who would keep the "wolf from the door" in any unwanted approaches.When I tot up the "sticky" shares in Arc,I believe it now to be in excess of 60%.So yes,mates,but loyal ones (with no warrants !!!)

for this not to end up 5/10% down after the rise over the last 2 days speaks volumes.

When NvS involves IIs it is for strategy as well as cash and one of the reasons I believe AAL (or anyone else for that matter) wouldn't even be able to achieve a cheap hostile T/O.Forward selling-Nah-it's a bit annoying it's even getting discussed after a suggestion from an ill informed individual. TSP I have had a look at your posting history ,you might need help.Talk to someone.

TSP -do me a favour just shut up ! I'm beginning to get embarrassed on your behalf .Honestly it's getting quite cringey.