Member Info for maverick2471

The Zamsort grades in the presentation are exceptionally high I think Zamsort could surprise if they get traction on this project as hinted at in recent RNS http://arcminerals.com/ul/5a8bf5651080f_ARC_Indaba_Presentation_Feb18.pdf

http://arcminerals.com/ARC%20Factsheet.pdf

Long overdue but much much better clearly shows strategic projects http://arcminerals.com/ul/5a8bf5651080f_ARC_Indaba_Presentation_Feb18.pdf

Boys get your shorts covered - Ive outlined the investment case and it is strong - the only reason you can be here is to deramp at every opportunity - the game is up chaps You won't sway my view at all Ive done the research one project alone is worth multiples of current cap and its not even the strategic one !

Morning all be building a position here from the last placing and on market with my most recent buy yesterday of 250k I think this is hugely undervalued based upon assets but realise legacy issues have affected the share price however with a new BoD and well respected one in place I think there is big upside from this level. Newsflow I am expecting is: JORC resource update on Akyanga 55km gold belt where they were finding gold at the perimeter so this bodes well in addition to adding in the historic drill results data, looking for 2m oz resource + here. News on Zamsort, company clearly focused on mobilizing this project which has the potential to be Tier 1 in size and copper/cobalt very much in vogue right now, big news for me when they get this moving given some of the grades and resource size I have seen from research. Sturec sale of JV now they have been released from constraints/liabilities here as per recent RNS - That project alone which had a PFS completed in 2013 offers an NPV of $145m 26% IRR cash cost of $555 oz and 11 year mine life. Andiamo spin-off as non strategic so possible sale of this asset Volumes have been low but I think with the updated presentation expected shortly following the rebrand and a lot of potential news flow to come I think this is a compelling entry level. Cheers

Check this out Australia Mines secures 100% off take agreement for its nickel and cobalt resources even before the BFS is complete! https://twitter.com/TheMoneySponge/status/965512442506825728

Listen to this from Rick Rule around 13 mins he discussed intelligent acquisitions - thats wh I think Vermelho being close to Araguaia is a scoop. At some point soon I thunk we are going to see a significant rerate here given cap vs cash of �9m and assets https://www.youtube.com/watch?v=U4c5bgxMT04

Morning chaps nickel at $14250/t moving just the Araguaia NPV to a cool $581m ! Separate to our new Vermelho project of course At $16000/t nickel project npv moves to a whopping $800m+

Notes from my catchup yesterday, nothing price sensitive of course but good insight to what we can as shareholders expect this year. In summary we can expect a significant amount of news this year on both projects. The company were extremely busy towards the end of the year closing the Vermelho deal which they are very pleased with. The project compliments Araguaia and brings opportunity to also be potential players in the battery metals resource space. I asked if there was going to be some form of update on plans for the year and indeed the company plan to provide a strategic update for shareholders to outline plans across both projects shortly. As mentioned by Jeremy on the podcast the BFS is progressing very well and justification for the extension in timeline centres around the possibility of factoring in Vermelho resource and other Ore previously not in scope but due to the improvement in nickel price may be factored in, at least thats my understanding. Company very excited about Vermelho, not only could it be possible to leverage Araguaia for processing saprolite resources but the limonite nickel and cobalt will be targeted to the battery sector and I think the company are going to set some work streams in motion around this, i.e the PEA/Scoping studies. The trial mining was a success and brings confidence to the BFS with the opportunity now to convert probable to proven reserves, this is significant and I think largely missed by the market but a key milestone achieved in the BFS. In summary we can expect strong news flow to come on both projects and I�m hoping we�ll see a strategic update in the coming weeks setting out what we can expect for the year. Personally I think this will be a transformational year for the company with the delivery of the BFS and PEA/Scoping studies on Vermelho that should make some of the excellent numbers we�ve seen a reality. If the company can deliver meat around Vermelho I think we should see significant additional share price value come from this in addition to a rerate that should come from the Araguaia BFS At current market cap excluding cash with no need to raise for 2 years I am very confident with my investment here. I hope this helps

https://youtu.be/CKZ-llT1KhI Link to investor call yesterday some fantastic info in here on the portfolio and plans Still looking for additional deals to add to the portfolio and interest in partnerships from majors and super majors wow!

Added two lots here this morning 100k at 3.90 and 50k at 4p crazy to me this went sub 4p with the progress the company have made and upcoming news flow Aside of that I see its all kicking off in DRC over cobalt - HZM have 114k tonnes of cobalt and at todays $80k/t price that is serious cash separate to the nickel assets. Now holding over 2 million shares here for the long term

"The FS and licensing/permitting need to have ALL their features in place BEFORE marketing or it will just stall the promotion." and therein lies the opportunity in my opinion, to date the company have not been to aggressive with PR as they have been delivering milestones in the back ground and looking for other acquisitions to compliment what they have all on the quiet and ready for the commodities supercycle most are predicting. So when the BFS lands and the mine plan is approved and permitted I fully expect this to exceed the �100m level with ease - you can simply use the acquisition of Onca Puma by VALE from Cannico in 2005 as a benchmark when we had similar Ni Prices and that project sold for over $800m - Ni went on to hit $50k/t briefly so obviously sentiment in Nickel was high then. My point being if we regain that Ni sentiment over the next few years and head back upwards to say $18k/t that puts the project NPV over $1bn - at $12k/t Ni the project NPV is already around $350m resulting in $1.3bn free cashflow Food for thought and why have been buying from low 3's and also well in the 4's

Verhelmo is 50% limonite/saprolite split. It is hoped the saprolite class 2 nickel can be trucked to araguaia thus utilising RKEF there and massively reducing costs The class 1 limonite target (remember there is liminite at araguaia too) can use HPAL or possibly atmospheric or tank leaching to produce nickel and cobalt hydroxides then a further uograding/leaching process to produce battery sulphides. Yes that would be more expensive but due to lsck of sulphide resources many will be in the same boat so class 1 Ni price would have to respond HZM are in a fantastic position where they have both options and hitting the market in next few years at likely even higher Ni prices Today at nearly $13k/t Ni Arsguaia npv alone is well over $400m ! The PEA calculates $1.3bn free cashflow for this project alone !

Here is my updated progress tracker, makes for pleasant reading, I am a large holder in for long-term Company Progress from listing in July 2017 � Initial �3m fundraise completed and IPO � Successful drill at Podere Majar, commercial discovery well exceeding expectations. Following success at the well company expediting further 3D seismic over the field to chase further significant upside. � Landed High Impact Jamaican farm-in deal with Tullow Oil at a capped �1.5m full cost to UOG with Tullow having already spent $20m on prior work and seismic. UOG will be able to farm-out for free-carry on the drill. First target has a projected NPV of $600m there are up to 15-20 similar targets on the acreage totalling circa 3m bb oil. Potentially game-changing deal. � Subsequent fundraise of �1.25m at 60% premium to IPO already exhibiting excellent returns for initial shareholders and second round funding participants. Most recent fundraise was at just 5% discount and over-subscribed. � Company fully-funded for 2018 work programme Podere completion, Waddock Drill, Jamaica Seismic from April and now Corallion drill, H1 � Delivered an additional near-term drill/farm-in as part of the Corallion Colter drill P1918 license with a 10% interest in the JV covering three licenses and the option to increase working interest to 20%

https://economictimes.indiatimes.com/markets/commodities/views/after-a-forgetful-2015-2016-stars-align-for-nickel/articleshow/62522605.cms

Bognor lol

Check this out revised up to 11.7p from 4.8p following recent acquisitions! Not factoring in Jamaica either. https://twitter.com/TheMoneySponge/status/953568323165458432 Will try and post a link to the note when its on the web, the note was sent to shareholders

hallmark I was thinking the same thing! Its quite crazy given the company are about to unleash the BFS which assuming it confirms the PEA numbers or possibly improves on them offers $1.3bn free cash flow over 28y initial life of mine. Thats pretty astounding and nickel is actually above that base case price today even though the mining would be around 2020 when pundits believe nickel will be nearer $18k/t that would mean the NPV moves to over $1bn and thats just the first Tier 1 project. With Verhelmo having a higher concentration of limonite they can process that through to EV suitable sulphates Im still puzzled by a circa �60m cap at this stage but expect as 2018 unfolds we should move to nearer �150m as BKY and BCN following delivery of their BFS

Hi Havent posted here for a while but still holding a large position in Asiamet as I have been from just sub 2p. I think the share Price is in an area of consolidation at the moment which I think is fair given the rise we had in 2017 however I do feel the market hasn't credited the Beutong License yet. I expect with the further drilling there all will become apparent v quickly as to the sheer size and scale of the project. As the Money Sponge post covers, plenty of upcoming catalysts and news flow to come so I personally hope and feel that the next wave of rerate will come shortly especially with the copper back-drop. Well done to those that got in early and well done to those who have found this investment, still at an early stage and compelling market cap given they should be producing circa 25k/t copper pa from late 2019

Very pleased with todays news. Don't post here often but feel it necessary to recap what the company has achieved in a little over 6 months. As a participant in the IPO and subsequent fundraise I am a long-term investor and if Brian keeps pulling deals out of the bag like this and the Jamaican deal then I'll be participating in any further raises. Given market cap Im looking for well into double digits this year � Initial �3m fundraise completed and IPO � Successful drill at Podere Majar, well completion, awaiting flow-tests � Landed High Impact Jamaican farm-in deal with Tullow Oil at a capped �1.5m full cost to UOG with Tullow having already spent $20m on prior work and seismic. UOG will be able to farm-out for free-carry on the drill. First target has a projected NPV of $600m there are up to 15-20 similar targets on the acreage totalling circa 3m bb oil. Potentially game-changing deal. � Subsequent fundraise of �1.25m at 60% premium to IPO already exhibiting excellent returns for initial shareholders and second round funding participants. Most recent fundraise was at just 5% discount and over-subscribed. � Company fully-funded for 2018 work programme Podere completion, Waddock Drill H1, Jamaica Seismic from April and now Corallion drill, H1 � Delivered an additional near-term drill/farm-in as part of the Corallion Colter drill P1918 license with a 10% interest in the JV covering three licenses and the option to increase working interest to 20%