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"Proprietary technology" Ker Ching....!

Jayber, the article is not by me but a LTH who chooses not to do LSE,I am aware of the bulk of the information in I,but itt would have taken me forever to even try and put it together so eloquently .The trolls will desperately " nit pick" and try to take issue with tiny points but that's just where they are "desperation alley"

Brilliant and huge news. And just for clarity-the world now needs to stop transporting Bananas as they are more radioactive that the RBW concentrate. Bananas !That about sums up the trolls.

cont5

i'm going to speculate that one of the former anglo guys that took part in that meeting is none other than nvs himself!

two options:

1) nvs is part of the original group behind this complex plan.

2) nvs was actively approached by the group. he is then appointed as a keyman within ortac... after vc obliges to step down as part of the process*

in january of 2017 nvs joins the board of directors as a non-executive director with immediate effect (just a little over a year since this vc presentation was given).

on the 11th of september 2017 (911): ortac is officially restructured, with nvs taking over as chairman.

also in the same month, nvs announced that a strategic review took place, and the strategy was now to focus on the company's high potential african exploration licences. which also included the removal of old board members... "to start with a clean slate". ortac officially changes its name to arc minerals in january of 2018 as part of the move.

*has no one found it odd that vc steps down as chair to give way to nvs in less than 9 months? yet he still remains at arc 6 years on... so i'm going to say nvs has let him in on the plan from the ground up.

at this stage of the conclusion, i've actually deleted my notes window in error... ffs! however, the exercise is easy to replicate by ring fencing rns announcements for "% increases in zamsort". you will notice a pattern which continues right up to the last transaction which saw zamsort relinquishing control.**

seems that the sole purpose of nvs was to take control of an asset (aa's most prized targets in zambia) while still running our other ventures. it's one thing to conceive a plan, it's definitely another to execute it in a public arena!

**still not sure how nvs convinced mm to sell the remaining... which happened during the height of dropboxes... still get shivers thinking about them attacks!

the recent months of silence, from both arc and anglo, would suggest that agreements made out of sight of watchful eyes was needed to complete this deal.

after being exiled from zambia for over 20 years, it would certainly appear that anglo are cautiously protecting this jv. making this deal impervious to any future litigation of mining rights from corrupt governments/oversight bodies or underhanded manoeuvres from other operators... colin!

- political stability achieved (part 1)

- manoeuvring itself to be ahead of any mining codes and regulations.

in practice it's seldom like the movies ffs!... anglo's late submission was a perfect example of the most basic of ****-ups - visible to everyone on cad. stipulation did state "first come first served" (or words to that effect). which resulted in anglo embarrassingly missing out on that eastern licence... from memory it was ranked no.12! let's hope they get this sorted quickly!

notes to end this post:

- botswana: not excessively concerned our focus should be on zambia. worry about botswana after the

Cont 4

Building of the Kalaba plant - was our cost to explore.

- Two other Majors visited RST and viewed the same core within a matter of months.

- Anglo leaves Zambia in 2001

- From 2005 to 2014 the license area was in a legal dispute - resolved in August of 2014 in favour of Zamsort.

- In March of 2015, 7 months after the resolution was passed - Ortac bites with an earn-in.

- Zamsort's (MM & BC) strategy was to do it the Kiwara way FFS! - despite being approached by majors prior to accepting Ortac's offer.

- VC's body language is telling - excited on the Anglo reveals.

---

A speculative hypothesis based on anecdotal evidence.

The Conclusion:

It was not until August of 2014 that Zamsort approached the wider markets for funding.

The 1st visit to RST by a major according to VC happened "4 months prior" which would place the visit around April of 2015. Another visit by "another" major would place the visit around July of 2015.

Officially Ortac first entered into a convertible loan note and a call option agreement with Zamsort in March of 2015. The initial subscription was for 10.71% of Zamsort for US$600,000, with an option to increase to 19.35%.

By August of 2015 another HNW private investor (Zaco) invested $2m in Zamsort... which started the ball rolling!

Worth a second read: "...we are looking at strategic investors at the moment, we're talking to a couple. Well, let's put it this way... one or two of the groups are former Anglo guys and they came into the meetings with a report this thick on Kalaba, so they probably know a little bit more of the project than we do at this point".

I'm going to speculate that one of the former Anglo guys that took part in that meeting is none other than NvS himself!

Two options:

1) NvS is part of the original group behind this complex plan.

2) NvS was actively approached by the group. He is then appointed as a keyman within Ortac... after VC obliges to step down as part of the process*

In January of 2017 NvS joins the Board of Directors as a non-executive director with immediate effect (just a little over a year since this VC presentation was given).

On the 11th of September 2017 (911): Ortac is officially restructured, with NvS taking over as Chairman.

Also in the same month, NvS announced that a strategic review took place, and the strategy was now to focus on the company's high potential African exploration licences. Which also included the removal of old board members... "to start with a clean slate". Ortac officially changes its name to Arc Minerals in January of 2018 as part of the move.

*Has no one found it odd that VC steps down as Chair to give way to NvS in less than 9 months? Yet he still remains at Arc 6 years on... so I'm going to say NvS has let him in on the plan from the ground up.

At this stage of the conclusion, I've actually deleted my notes window in error... FFS! However, the exercise is easy to replicate by ring fencing R

cont 3..

in 2005, zamsort applied for the small-scale mining licence at kalaba; in late 2006 they applied for the large-scale exploration licence.

a time-consuming court process followed, finally being resolved in august of 2014. (fb: and in 2015 it was rumoured the court case was won as a result of mm & bc stealing a laptop from the plaintiff by climbing through a window!).

now zamsort was finally free to encourage investors into its mining tenements. the government at the time wanted to see a mine built on the site and this was the key to allow for downstream exploration of the wider licence. (fb: that's the only reason why the kalaba mine was built. mm didn't want to go exploring beyond the confines of kalaba, and we had to show willingness to the previous "corrupt" government... let the ****s eat cake!).

11:00 >>: vc gives a brief summary of what was known of the geology 101 of kalaba.

18:00 - 19:30: vc went to view the roan selection trust core, as drilled in the 1950's. this was the first time zamsort had been to see the core. when they went to view the core, it was obvious someone else had been to look at the core. when vc asked the curator about the cut, he was told that 3 weeks prior to their visit one of the majors had been there to visit. geologists had brought their own sampling equipment and cut the core and sent it off (slides has a pic of the cut).

4 months prior to that another major had been there looking at the cores.

the slide at this point is interesting... showing some unpublished historical data:

karc 3 - 28m @ 1.55% cu

karc 7 - 121m @ 0.70% cu

karc 10 - 82m @ 0.71% cu.

(fb: arc anyone! k's for kabompo!).

zamsort's (mm & bc) strategy was to do it the kiwara way. despite being approached by majors, they didn't want to be tied in with them for 10-15 years (fb: he means the birds way ffs... selling it for a song, then spending his remaining senior years regretting it - the ****!).

zamsort wanted limited exploration and a sale to a major. vc states... ortac tried to enter into a transaction where they eventually rolled the whole thing in. zamsort weren't keen however, on top of the earn-in 20% ortac were negotiating to increase this position.

25:50 >>: we are looking at strategic investors at the moment, we're talking to a couple. well, let's put it this way... one or two of the groups are former anglo guys and they came into the meetings with a report this thick on kalaba, so they probably know a little bit more of the project than we do at this point (fb: 300 odd pages - judging by his hand gesture!).

----

highlights... no particular order:

- a former anglo group retains non-public historical data - results would be under zamanglo or equinox headings.

- a meeting took place between ortac and a group of former anglo members.

- roan selection trust (rst) cores are available to the public - a library of cores which are now under government safe keeping.

- zamsort - prior t

cont 2 ..in the course of their duty to keep employees peaceful during the nationalisation process, miners had taken on a variety of social services. mines not only looked after their employees, but also provided services to the entire community in mining townships.

copper production continued to decline after nationalisation in real terms, and by the year 2000 production had decreased to 250,000 tonnes per annum.

as the price of metals began to fall globally, zambia's economy began to suffer and found itself floundering to find a replacement for foreign exchange earnings during the mid-1990's going into 2000. with the further demise of metal prices during the boom that was dot-com.

the sector also faced a slew of other issues, including a lack of investment, overstaffing, and obsolete equipment. with production costs continuing to soar out of control over the proceeding decade... copper once the country's saving grace, had again become its albytross!

-----

as previously discussed in part 1:

anglos move back into zambia is much about politics as it is about mining. on this post i wish to continue in the same vein and discuss the latter... or as some ****s have pointed out "the lack of drilling!".

this little-known video has garnered little attention during the past 8 years... first uploaded to youtube in august of 2015 (attracting only 260 views on posting, don't people do research anymore?).

youtu.be/4pgbkeunwxq?si=0uhc4n5v_ozpcmyf

fast forward 8 years and this presentation could well be the keystone behind our long running saga! they say land is timeless... that red earth underfoot from old rhodesia is ingrained in the skin of anglo! no one understands or has as much historical data and our biggest prize is for anglo to confirm that long awaited t1 deposit!

so, the video begins:

our licences were identified as the most prosperous ground in the domes region with the potential for a major discovery.

we are located on the western flank of the kabompo dome, fqm's trident, sentinel and barrick's lumwana are located on the eastern flank of the dome. within the zambian copper belt, the easy deposits are found in association with these domes. the copper deposits are located within the roan sequence.

5:40 - 7:30: we are in the right address. the area was investigated and explored by the roan selection trust (rst) in the 1950's. the core for this is available to view. also explored by agip for uranium and gold in the 1970's.

the real work on our licences started in the 1990's with the anglo/equinox jv named "zamanglo", this work covered the eastern and western flanks of the dome. they did a lot of geochem and geophysics work and scout drilling.

7:30 - 8:30: in 1999 the aa-equinox jv resulted in a target ranking list (fb: note nvs was working for anglo at this time).

9:20 >>: of the 30 targets identified, 9 were within zamsort's tenements, including the top 7 targets. no. 22 on the list would go on to be sen

decent summary and insight by a lth

--i do appreciate that advfn may not be as popular or attractive as other bb's in recent years! it was noted... when somebody recently told me telegram is the place to be! nevertheless, i'm sticking with advfn for the foreseeable future.

agreed... saddened to see this bb descend to this level in recent months ffs! "bradshaw" you do make fb chuckle! if you're posting stuff like that to **** people off, please make sure that they care first! kindly wind your neck in and calm down!

on a more positive note... i've always enjoyed engaging with likeminded holders in both ortac and arc minerals. being so, i would just like to share part of an email exchange which took place two weeks ago:-

"...being quiet fb? to be fair, there is very little to shout about (that hasn't already been said numerous times), even the trolls rehash the same ****. made even harder when no help is coming from the company and there is very little that can be dug up, plenty have tried!"

"no disagreements from me x... do you think we are awaiting on that mlc as a formality now? 75th meeting to be scheduled for aug end or 1st week of sept?!?!? correct?"

"i would like to think it’s the next mlc meeting. but what if it’s not the next mlc meeting? what happens then? so don’t want to get my hopes up. also, goodness knows what else could pop up, it seems plenty of obstacles have been put in our way or popped up!"---

an honest summary of our current position or a bit too candid perhaps!

i guess being frustrated and fearful right now is a natural reaction to the co's silence as we await events to unfold in zambia (since the exchange... our sp has improved).

please see previous post no. 7795 - 2nd april 2023 (part 1). 5 months on ffs! i still retain the stance that anglo's enthusiasm to venture back into zambia under the banner of mining has been a well-conceived plan to resecure its old hunting grounds and i'll explain more below.

i've included a brief history lesson below... perhaps that previous post did lack the historical complexities surrounding the relationships between anglo, copper, and state.--

historical account:

it was not till the 1920's that breakthroughs in mining, in the then northern rhodesia (now zambia), became profitable. known to many as "red gold" copper irrevocably changed zambia's destiny forever.

the copperbelt was divided between two conglomerates, "the anglo american corporation of south africa" and the "u.k. selection trust"... later known as "roan selection trust" and was ran between 1928 and 1969.

zambia's initial boom in the industry was affected next by the great depression of the 1930's.

ww2 was coppers next saviour, creating a boom which lasted until the 1970's as a direct result of zambia gaining independence in 1964.

Https://www.facebook.com/MashekeAkashambatwa/videos/332664289001488/?__tn__=F

Given up waiting !

Howezap-predicting income close to £1mpm based on possible grades is total crap-there may well as you say be "possible grades" , but what they are is unknown, so for Dani to try and kid people that future income is x is just that "Pure Sunday Roast Crap"

When it's just a target ! NO historical data No assays "Potential high grade" perhaps potential low grade How any muppet could even start to predict income and potential profits without precise grades Dani says "$65K RISK CAPITAL earn $954,577 cashflow per month! " means she must be psychic or maybe just psycho ,or perhaps just desperate to recover huge losses.

"The Kakuyu Hill pit has been worked historically (although there is no historic data) to the extent that benches have been put in place to open up the pit. There are also underground artisanal workings with tunnels and a collapsed shaft. Oval Mining has currently removed bulk samples of the potential higher-grade sulphide ores from the pit which have been hand-sorted and stockpiled on site, targeting grades of 3.5-4% Cu (although no assays are available on in situ grades at this time). A site has also been created south of the pit for the new waste rock dumps." Pure Sunday Roast crap !

If the Trolls are left sniping at a sideshow they are admitting their irrelevance, but they are just too dumb to know it

Before opening one's large thick gob, some may have researched a bit and waited for the Tingo earnings and IC first ,instead of (as has been said) clutching desperately at straws. Thicker than a strawberry yoghurt !

Licenses etc. are all just routine. Who in their right mind would say no to an environmental nightmare being cleaned up, and the companies concerned will all have local contacts to explain and make sure it happens.

But gradually logic is kicking in...! https://t.co/BqRGmLV8c7

We achieve what it looks like we are going to this share is going to be a joy to be part of. Huge growth obviously will happen, but to be in the lucky position of earning profits which in turn is cleaning up a massive (gypsum stacks and lakes) pollution problem around the world whilst supplying REEs and maybe lowering the amount produced in China and as a result reduce the expansion of their radioactive sludge lakes (which if it spills into any main river will make the Fukushima release look like an irrelevance) RBW-maybe a real life fairy tale ?

Just a side show, but good news is good news

$TIO most important part of the report

bank balances CONFIRMED✅

1Q revenue CONFIRMED✅

Bullish

Earnings CC later

But reassuring nonetheless to see that the self claimed "blue chip trouble shooter" is still making a complete and utter muppet of herself ! Perhaps she should stick to flogging properties eh ? As flogging her dead horse here is getting quite sad !