Member Info for Nordicinvestor

I understand, from the point of view I come from.
We don’t really see it that way I believe. We have concluded that ok, the AIM is a sick market at the moment. But we have one of the top Global licenses,
fully capitalized and now Anglo increase drilling spending with 4-8x per season with professional resources. The number is specified. The risk/reward is insane. Say 25% down in a severe crash and if they are on the same path as Greatland or Solgold. Free carrier 30% 4-8 bn is a conservative number for a Tier 1 mine of cupper in the times coming. Why sell if not squeezed? Only see similar sharpe quotes in the Uranium and eventually the silver market (So manipulated). But very happy to hear other views, at these levels. We buy and we call in for long term holding. 10-15p then maybe time to discuas re-allocations of risk

Thank you for the info. Even though I wonder where
its based on. As we speak I transfer liquidity to call
27-28m 3p warrants. Will be held long-term by an institution which is a top 3 holder even before they now increase their allocation? And then I have not counted in 3-5m from HN-individuals that also wanna increase now when the asset is so de-risked
and cash pos will be £ 9-10m at beginning of July. So
clear madness to sell called warrants now. But again, thanks for info if you have a link or something you use please share. Valuable info

I can just agree with the previous post about
Warrants. Me myself with clients and collegues has > 30m 3p warrants. Some 4.5p warrants.
No one is selling out equities or the warrants they
now have called. So sure we can speculate but what I do and hear is: At this SP no way that we sell our called warrants. Have you seen the terms of the deal.
Ps Fulmar. I understand your doubts but in the end it became as I said. Give away a symbolic factory and
make a cheap deal with MM. Now done, now the real game starts

Agree with Fulmar. A lot of speculation with a clear
negative bias. I still remain convinced that its
soon solved with the settlement and then AA and NS have had a lot of time to complete their deal and agreements. It might be so that it goes very fast with updates/Rns when the settlement is in place and stamped by a Court.

I have been continuing buying last months. 12m shares plus warrants is my interest in Arcm.

Well the gas price is fixed from Egypt so that race is
nothing UOG is a part of unfortuanely

@ Ella. Regarding legal issues when an acquisition
happens, have you ever been involved in senior deals? They normally put minor disputes in a clause,
and in the case of Mumene. He doesn’t have a case. Regarding Casa, sure Ella spend some days and read about the titles or just read what Nick said and what the Buyers says on their website. Just an advice, more effective if you wanna work with investing

Hi Turtle,

Yes you point directly towards the two main themes
I see:

a) Nick and also Remy are both very pragmatic men with high integrity. That is my view after 3 years of contact with them. To give away i.e. The Kalaba Plant is for ARCM a very low price to just sign an SPA, forget about MMs nice and move on with the new Partner. For MM its worth a lot since he can play his dodgy business with loading debt on it from some poor lender.

b) You are right on spot with US. During MMs years on the Board it was a re-occuring issue with MMs need to sell of his shares, by him self or via relatives.
Lock-in of his shares was needed for a while when he was in a bad debt situation. And where does his money go? A big part goes to high end life in London and US where his reputation still is unknown compred to Zambia. I spoke with him in London, he loves the high life and if he persuades his noice-campaign. He will get a verdict in a UK-Court and then he can forget about US/UK luxuary trips. I don’t think he wanna take that consequense or risk at the end of the day

Thanks for the correction, appreciated

Hi Finch1,

Somehow I am now entangled in this thread.
Yes valid question and you are right, I am not s Zambian or even practicing law in Zambia.

I have been invested for 3 years + now, since I understand and practise business law, and have some of the most prominent lawyers in international business law I have checked with them, lawyer partners in Zambia and 5-7 calls with Nick and Remy on my views which have been confirmed. Not more complex than that

Hi Fulmar, I appreciate your posts, see that you have
a pretty clear and fact based view.

First reply is: I am not sure its to late to give this thug Mumene something small. Give him the plant i.e. then he can go one with his lurky business. Claim that he has a plant, take up on debt on it and continue his spiral dowm. In Zambia he is seen as a fallen angel. Loads of debt, burned his assets and as before he tries dodgy blackmailing. Not the first time he goes that path. But sadly for him, it worked for 20 years now he is seen as a Man in decline on a slippery slope by the establichment in Zambia. He is done now, sad but the normal end-station for such individuals.

What I see, and put my money into is the fact that this licence can’t and I mean can’t be overeseen by Majors. Their exploration budgets are increased. Copper is A-priority for all of them.

My own experience of bigger M&A deals are. Set the terms, put in clauses like solve the annoying Mumenes claim so we don’t get involved.

Given that, as I understand Mgmts tactics is to punch, and punch and at the end if the day give the Guy who is about to loose his capital, reputation and status in a fast pace a small thing and then sign the final SPA. Its so obvious when seen, understood and compared with other exploration deals.

Bought 3m shares more this week. We are getting to a close of Mumenes tricks, he is finished in Zambia and we have the Presidents man on the Board. I believe the deal is very immenent. Close Mumena to avoid effect on the Majors Brand and its game on. So obvious what’s going on. Just relax and buy at these levels

I rarely post on forums. But Ellas post is so unexperienced or even worse, deliberately misleading so I considered to report her posts.

Face the facts. ARCM had Mumene onboard, he spends money as an african king but with less assets for each year. This is Africa, thanks God Zambian higher courts are well managed and follow anglo saxian law. This is a typical blackmailing trick.

Bribe some liw and local judges and ”C” journalists.
Try to scare ARCM with ”as long as I do noise” you can’t close a deal with major and Operations might be disturbed. So how do you handle thugs like that.

Punch them in the nose. Which happened last week. Loss in one court and sued in UK with risk of imprisonment. Mumene is already eager to negotiate, in a few weeks for a bargain. This is how it works in Africa and soon the deal with the Major is signed and clear. That is what I see. Just forget this legal noice, its nothing. I have 10m shares plus warrants and have gone through all legal issues, I am a partner of a lawyer firm btw