Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Any deal? JV /earn in /partial sale will cause the sp to move higher. Dependant on the terms of the deal. The bod have always said that they want to get long term value out of the licenses. That suggests earn in or JV? However OMI did a deal about 18 months ago, and the sp did 900-1000% . But mcap was lower and less shares in circulation. With a lot of people invested at 4-5p,stale bulls will want to exit at 20-25p for a decent return. Traders /speculators will jump on the rns, and push up the sp? Exactly what the sp will reach us pure guess work. In the latest investors call, Nick said the major wanted to get a move on with testing the license via drilling. The dry season is in June but the ground needs to firm up before drilling in July. If a earn in (preferred method) , we will get a % of the license, and the major will be running the drill campaign. Plus a $cash payment for selling of the license. We have two majors and one midcap interested in the licenses. So potentially three separate deals possible, the midcap would be drilling the smaller targets. And the bigger targets divided between the two majors? Obviously this part of the equation is speculation at present, as we won't know what until any deal is announced? We have an attractive deal on the table, and are currently going thru the necessary paperwork with Gov etc etc. So the sp could go to 20p+ on news, then drop back. Then same if another deal is announced. Or during drilling the sp starts to climb again if results are good (1%+copper grades). Timing your entry and exit will be key to making money. If you have a large holding, just slice half at a certain price and you get a free carry on any future updated rns's. ATB everyone apart from the Troll.
In all honesty, Casa sale was a difficult ask. Rackla not being able to raise the necessary funds? Golden Square as agents will have to find another buyer. Comms from the bod has been poor over the last 12 months. Nonetheless it is what it is!!
RIO complete $825m Rincorn Lithium project in Argentina today. Bodes well for Majors buying reserves of critical metals for EV batteries. Zambia poised to reinvigorate their economy with Majors coming back to the country. Suspect they'll be one or two decent deals coming up in the not too distant future.
Seems that the Troll is constantly digging up old rns's on Arcm. Could she work at the local cemetery by chance? Why not dig up 'wonderful research' on Colin Bird companies? Instead of asking others questions on their rns's? Seems odd to me that someone pays so much attention to our company, whilst not invested. And so little attention to Colin Bird 's polished turds. Guess your buy in of 1.6p didn't come through, try harder in scaring off investors. Even Kopore have probably sold off their entire holdings and still the sp doesn't crater. What next from the Troll? Casa still not a done deal. Yeah! We know it would drag on and will be a bit longer to conclude. We're here for the Copper, and Zambia is where the Majors are coming back to find more of the red stuff.
There is no correlation between the Casa sale of $5m and the deal with a major. Its just a matter of waiting for the inevitable outcome on both accounts. Casa has been dragging on for some time, but was expected to be a long drawn outcome.
Guess the Troll's 'wonderful research' is just deramping at best. Said we would never have a sale to a major, we're in discussion with 2 + midcap. Said Casa liabilities would be Arcm's liabilities, passed on to the buyer (Rackla). Said Golden Square don't have any money, they are acting as agent for buyer and seller. Said the sp would be 1.6p by St Valentines day, now double the sp. Said not invested, but bought back in on the sly. Scoping study may /or not be needed depending on deal? JV /Earn in. Said licenses disappeared, still Arcm's minus 8km2 of uneconomical grades. Said placing incoming, $2m cash. Said everything under the sun, because of her 'wonderful research'. Yet bought back in like a narcissistic hypicorite who can't admit that she's ever wrong. Thinks that Colin Bird is a messiah, yet GLR, BZT and AFP are lifestyle at best. XTR may get a deal, but not from AA. Hit the nerve there Troll! Go back to your wonderful research that no one is interested in. Wanted updates from Arcm every week in the last investors call, know it was your question raised. So predictable, so visit the land of 'wonderful research'. While telling everyone you want to make sure that investors don't lose money on Arcm. Even though you bought on the 'Sly'. You really can't make it up, it's that good.
Guess when your confronted with insecurity in the AIM market, you'll believe the little voices in your head? So hard the Troll tried to convince everyone that the sp would be 1.6p by St. Valentines day. Feb 14th came and went and life goes on for the rest of us. But the Troll must be 'sick as a parrot' that we've got potentially 3 buyers for parts of our licenses. Whilst Colin Bird polishes XTR with quotes of 2m tonnes of copper? 0.30-40 % cueq doesn't quite stack up to me? Still Sentinel Mine has 1bn ton @ 0.5% for 5m tonnes of copper. Even though AA looks like the major in advance negotiations for some of our licenses. They ain't interested in XTR's licenses, it doesn't even challenge the drilling on Cheyeza av 1%+ and no hype there. Must have choked the Troll's EGO to see 3 interested parties in our licenses with minimal drilling, and so much drilling on XTR's licenses and no major wanting it. AA give it up, because they want Tier1's not Tier3 type of deposits. I'll FLMAO if we get an excellent deal from a major, and another deal within 6 months from FQM for Cheyeza. No wonder she spends so much time trying to deramp here with old rns's. Insecurity and obsessive compulsive disorder comes to mind.
Seems like people forget very quickly how the Troll was negative for over 8 months. Constant bating anyone who was positive /invested in Arcm. Always saying nothing would ever get done, yet the silence from the company added to the deafening silence. The shenanigans of MM didn't help, but the company kept tight lipped until a compromise was made. Now after all the wasted time (12 months), we are on the cusp of a deal for Casa and a 'Commercial Transaction' of some sorts. When the Troll said it had contacted the Nomad and Broker? I asked to post the link here? Still waiting for the inevitable? Said we wouldn't get a major involved, we are talking to 2 and a midcap! Said Casa liabilities were Arcm's liabilities, passed on to the buyer (Rackla). Said we didn't hit any grades last year? We were hampered by MM threatening the drill crew.Still had good grades from Cheyeza in previous drilling campaigns. Said the licenses have been rearranged? They are still Arcm's, minus 8km2 which is Zamsort and now belongs to MM as part of the deal to drop so called claims. Said we will be raising funds, $2m on the balance sheet. Said the bod surrendered their share options, to benefit themselves. Still there based on 3 years vwap. I would describe the Troll as a Narcissistic, Over inflated Ego, self righteous, never wrong, never listens to others unless a Colin Bird company. Clearly over emphasis's on every aspect of a rns, then makes an assumption based on I'm always right attitude. Also lies by speculating on half truths with spin. Many investors here have believed her empty promises of placing, licenses have disappeared, Casa liabilities. Yet now invested for the possible opportunity of a commercial transaction! A devious liar, who has no merit or actual integrity. Apologies if I have missed any other info that discredit the Troll. Leeds from 2-0 down to 2-3 last night, omens we are getting an excellent deal soon. Filter/ignore the Troll. Coors time.
So after denying the very question of why you keep posting if not invested? The Troll now reveals its taken a position. Did say that it had, even though it denied the very fact. All the claims of Arcm will never get anything done, so to get weak hands to sell. Now look at the hypicorite and blame yourself for selling when that was exactly what the Troll wanted. Once a Troll always a Troll is the saying. Doesn't take a genius to see the games of misinformation spread by the Troll. Why don't you tell everyone how you are here to save people from losing money. Absolute tosh from the Troll, it's here for her own personal gain, end of. Now anyone who's got a grievance with the regulars on here? Please direct them towards the Troll, as games are what she plays. ATB everyone apart from the Troll. Casa just about over the line, it's a goal!
If you looked at the Nickel price over the last two days? You'll see an incredible rise from $26k - $80k before trading was suspended until 11th March. It did hit $100k on the LME, before selling off. Russia counts for 7% of World wide supply, but that doesn't explain the metioric rise. Rumour has it that a nickel producer was short on the metal. Well they ain't short no more!!! Copper ain't going to do the same rise as Nickel, but demand will be buoyant for years to come. No wonder every junior is buying licences all over the world. We got 3 parties interested in the licenses, and one offer on the table. AA looks like the party in advance talks to make a commercial transaction. There's enough licensing area and targets for all 3 interested parties. Not many Juniors can say that. I await the offer as due a lot of very patient investors.
No, I think we've got enough on our plate. Zambia deals will leave a void. Filled by Botswana and there's enough on the Botswana licenses to prove up. So 25km long is one license in Botswana, maybe buy some more licences if adjacent and available? Think we've got enough in Botswana to drill and Jorc. Botswana areas are difficult to find mineralisation with depths of upto 250m. So will have no oxides at surface, basically every license in same boat.
Even though the bod have said there's an attractive offer on the table, during the investors call. The stampede into Zambia continues, as every junior with ambition to prove up licenses are buying. On top of this, Majors are negotiating deals with Juniors. Zambia is truly on the verge of returning its economic fortunes around, via HH becoming leader. Suspect more deals for others, as the area becomes 'Prolific' for Copper. We got 3 parties interested, and 1 major has tabled an offer. Let's see what the markets make of the deal. In about 2 years time, same will happen in Botswana, as the area repeats what's going on in Zambia now! We'll be deal pending, cashed up and working on Botswana licenses. Along with KAV /POW/AFP.
Calm before the rerate . An attractive deal from a major. You don't need to join the dots. Only a Troll would believe the hype from Colin Bird. Messiah of AIM, yet could sell fruit and veg for more than a copper deposit! Laughable to compare some deluded people who 'Big Up' and 'Old Dog who can't learn new tricks'. A attractive deal has been tabled from a major. Doesn't require much logic whatsoever.
Nickel, Copper, Gold and Oil are the main commodities that have moved this week due to the conflict in Ukraine. $4.90lb copper, what a time to have 2 majors and 1 midcap negotiating for a JV /Earn in. Couldn't have predicted the timing any better, with the current copper price. Wondering what exactly will be the 'Terms' of any deal? We'll have to wait and see...
Wouldn't mind a 'earn in' from a major for xyz money. Keep hold of 25%+ on the upside of the license. So effectively a free carry on Fwiji, Muswema and Lumbeta (AA) . Same separately with Cheyeza and another with the midcap on the smaller targets. Then use proceeds to forward Botswana, and a healthy balance sheet going forward? We'll just have to wait a bit longer. Markets don't believe a deal is coming, so the sp will be here until further notice. Copper now higher as inflationary pressure around the world kicks in. Too much QE has finally caught up with the Fed, and the majors are benefitting from better FCF.
Let's see who gets the best deal from the above mentioned companies. No bias here from moi, just see how it plays out? I'm going to keep quiet from now on and wait for the rns to be posted. No more posting anything until the 'Cat is out of the bag'.
0-3 Down! FFS we going to get relegated. Said it after the injury crisis, no defence.
From the way NvS was talking, it was like he was relaxing on a hammock. It's coming across as a earn in from a major. We have 3 involved, and I can suggest that we'll do 3 deals of the same kind. Cheyeza to be a separate deal with perhaps FQM, it's practically on their doorstep? Fwiji, Muswema and Lumbeta deal with AA (most likely). And a midcap to take the rest of the targets? Thus we won't need to do anything. Then after receiving proceeds from the deals? Start the process in Botswana. Can't really see a scoping study and small plant at CE, it's just not NvS. Remember we've 800km sq of licences, sorry 792km. Some idiot thought he got a good deal on 8km of uneconomical grades, guess NvS outsmarted the 'Zambian Prince Bambiclat'. Can see a office in Zambia, with one employee who communicates with the majors etc etc. That's it, unless I missed something. These type of licences need big majors with their own drill rigs and crews and assay labs. We await the impending rns's. One more thing, I still haven't seen a post of the Troll communicating with the Nomad and Broker over certain discrepancies? Please post what was discussed? Still waiting, its only been about 5 months? No, rest my case. Can post about everything including one man and his goldfish! Coors time, come on Leeds!
My take from the call, too many repetitive questions asked. No scoping study for the time being means that they want to get a deal of some sort done. Looks like we take a back seat with the major who will control the drill campaign. Def the major wants to get on with drilling. 3 parties interested = upto 3 separate deals could be done. Thus the midcap could be interested in the other targets that haven't been discussed yet. Fwiji, Cheyeza, Muswema and Lumbeta are now where the two majors will be discussing terms? Muswema possible separate deal? So guess the Troll asked for an investors call every month? Maybe should realise the company doesn't do… just for the sake of her 'EGO'. Expecting at least one deal, and possibly another? Casa just over the line, has been difficult to sell on. Otherwise I await for the 'Deal' as and when it's signed. No point in speculating on what the deal will be, it will be when rns'd. Astounded that the Troll is no longer posting negative comments! Remember over the last 7 months + how negative the Troll has been. Gloating about selling, and predicting doom and gloom. Saying that we'll never get a major to sign a deal. Drill results were poor. Casa sale won't happen. Casa liabilities will be Arcm's liabilities. Court cases will drag on for years ,and legal costs will be all on Arcm. Options surrendered were in the bod's self interest. The sp will be 1.6p,even though the Troll has obviously bought back in on the 'SLY', as resembles a two headed snake with a further two heads growing out of its Ego. Won't forget the last 7 months of constant, I'm not invested but here to make sure investors don't lose their money, by constant negativity. Go run back to the Colin Bird companies, and discuss their progress.
Think it's the Khoemacau mine which is close to Arcm's Botswana licenses are located (25-30km away). Which is why everyone wanted to buy the licenses in and around the Khoemacau mine.