Member Info for fulmar29

Hi chaotic ,I didn't realize it was so close to Bisha,which has just been given mine life extension and i believe will extend further.There is also another high prospect area @ Bisha. Nevsun seem to get on well with the Eritreans,if they are not bought out because of Timok,I wonder iff they might look to expand in Eritrea.Bisha is a zinc/copper cash cow.

There is another bloke called Buffet who nicks all my ideas !!!!!!!!!!!!!

I have been watching the recent chat about selling or slicing and for anyone who can be bothered o think about it,i will give my opinion.Behave like a proper investor and don't do things by halves or whatever fraction.I don't have a problem with traders ,but why oh why oh why would you research a company to the enth degree and then take the "safe "option to "lock in "profits.You are really telling yourself that you are risk averse and then you "lock out " gains.When you are happy the share has reached a level that it will never dip back to,and that secures your initial investment,hold your nerve-later on,the institutions will rely on pis being risk averse.My views here do not apply to AIM shares that are emotion/trend led and regularly fluctuate wildly,but for companies with ARCS fundamentals IMO you are halving/quartering and locking yourself out of potential massive multiples for sitting on your hands.

for anyone to take ARC shares and the growth potential ,rather than hold Zam who would have a dilution effect when they have to come up with their share of the costs,1 drill turning and two on the way.More % of Zam to come ,Casa news and possible Sturec deal.Loads of news coming with many options.

Don has volunteered (he does not need the money) to do a job that he obviously loves and by doing it he will be making us all significant money in the process.For you to be either flippant or abusive totally ignores the facts that he has achieved significant milestones in his life and is looking to achieve more here..He obviously is getting on in years,but from my perspective the only "dodging" being done is by you in the IQ sector.He is one of the most important members of ARC,you don't have to love him,but a bit of respect wouldn't go amiss.

when it is at least 21/28- and eventually more he knows it and so do we.

starting over the next few weeks and lasting 6 months ! which probably means 4/5 wks and a year

They do not know much about the Zam sites at all,apart from the prelim surface assessments.The previous sale of one of the ex Anglo assets Kalumbila) was after drill results had found significantly increased quantities (Kalumbila 6m to 1200mt upgrade) showing on further exploration.Zam is not great because they know how much is there it is great because if only two of the 9 equals or exceeds kalumbila then there is massive multiples in the sp/Mcap and if all show potential then hold on All the info is in several presentations.The 3% notification is standard industry TRI read stock market TR!info

Emailed NvS to ask about costs of Zam development and this is what he replied "Terra don�t hold any shares in Zamsort anymore and are now solely in Arc. So Arc will finance its portion (55%) and the minority will need to fund their share or be diluted down." I then asked if OK to post/share "very happy you sharing� Thanks for your ongoing support, we are on a very exciting journey." GLA

My apologies,for teaching some what they already know,but today's drop will be the first of many on this journey.Some will be for a day others for longer.I will not knock traders as we all do what we want with our own money. Mr Buffet is telling us where the real money is (investing)and if you are happy with your reason to invest I.E Personnel,trends,product and pfofitability (present or future)then have the power of your convictions.The hardest part after research is doing nothing. GLA

there will be a few traders,but the main reason for the drop here is manipulation due to a need to accrue shares.MMs will drop the sp to try and trigger tight stops and panic some into taking profits .Very predictable with the future that this has.Institutions are already or will soon be taking an interest here.

Who said we would ? The drills will probably already be in or at least the results will be broadly known,and be part of any negotiations going on.Its pretty clear( to me) from the RNS that we will not be selling Casa ,but as I said a JV looks likely.We shall see.

My guess would be a JV,with an upfront payment and "earn in" after that,probably to leave us with a minority stake long term the .Initial cash used for Zamsort. Good innit !

So we now have about 60% of Zamsort and will be spending money to "develop" the sites.I wonder how Terra will pay for their 40% of costs.My guess would be that they will allocate further percentages for payment or we would have an agreement to extract their share of costs from initial cash income ? Just detail but its our money !

Doesn't look like Casa is being sold from that statement."developing two African etc."I think we may soon see a JV

Well I was really pleased with last week's rise as it seemed to cement my belief that I was really onto something (as much as one researches it's nice to see it confirmed in the sp.) But I am amazed it has continued to rise.I thought there would be a leveling out or slight retrace.There must be more buying pressure,and perhaps ARCM is better than my worst case scenario.GLA

They look like they have got in early to guarantee supply .Lovely !

quantity now greater than start up figures

Has been buying into other minerals (Potash) re Sun mail. so she sees mileage in base minerals.You know what they say about buses !

is back,I have him and Freeks on filter,but I beg to differ there is nothing wrong with his granma,So pleased to see him back,means only one thing ...........Come back Freeks or are Beaufort skint ?