Member Info for Ortus

Looking good here for the near-term timeline. Just for Q1 we have.

Auto Ultra High Power Cell:
In discussions with 10 automotive manufacturers / OEM's.

O&G Ultra Prime Cell:
Currently in discussions with respect to defence order.

ESS Ultra Safe Cell:
Currently in discussions with 4 potential customers.

I'll be very surprised if news didn't land before April about new contracts. The institutions would have scrutinised the detail of these Q1 activities as part of their due diligence.

Good news already in place for a post IPO announcement I expect, hence my buy today. Too much in the pipeline to expect anything else.

DYOR / GLA

Yes it's been a rollercoaster!

I seems the BoD on both sides have done extremely well to remain air tight about the deal and to prevent any leaks here. Which explains the silence which although frustrating may have been absolutely necessary.

Chances are the target is a company we haven't even considered and once news lands Google will be getting a hammering! See you all on the other side.....

Morning all. It's getting very interesting again here which is great.

It feels like we're close to news and I think now is the time *** more than ever *** that we keep the speculation and any details that could be considered sensitive away from this or any other BB. I know we're only guessing / deducing on possible outcomes but if we value our investment and want our returns in tact then we shouldn't risk anything at this stage. It's obvious the target company need privacy for their own internal reasons so let's give them the courtesy of that and not shoot ourselves in the foot.

We might be days away from official news so not long to wait hopefully!

Hey ASPENWOOD.... If a certain RTO completes in time we might be able to top up ARCM before the fireworks.

Guys we need to be careful what is said. We shouldn't be quoting people in here.

Cam they will suspend if they agree on a takeover.

We've been given feedback (albeit not specific in detail for obvious reasons) as to the progress of the RTO and the delays from official bodies. This is much more telling from a timing point of view than ever before since once these delays (only with the FCA I assume) have cleared up then there is nothing left to stop us getting an update.

It's clear the BoD are working with a target company now and that we're close to being relisted..... If not there are much better ways to throw us of the scent or to tell us the deal has fallen through.

We're waiting for the official approval. That's it.

In the meantime I guess we all have a decision to make about how we choose to conduct ourselves. It's not necessary or productive to single out individuals to verbally attack when we don't know anything about what they're doing behind the scenes. I fully expect the target company will have imposed a strict embargo on ANY type of Comms other than what we've had to date. The priority would be to protect the deal.

I think we'll be talking about how many bags we're getting soon and hopefully all this will be out behind us.

GLA

He said he is NOT new to investing.
Just not familiar with how an RTO may play out from where we're currently at.

RichiN all we know is what we've been told from those who have made contact, which is there are delays with official bodies and it could be a matter of weeks for us to learn about the target and the what the deal means to us.

So if we're getting news it could be anytime now, and then maybe a few weeks to vote, list, whatever..... Most would agree that's a pretty big IF though due to the speculative nature of RTO investments.....

Congratulations guys an absolutely stunning update today and so much more to come.

Also a massive thanks for the info and insights shared here and on Twitter it's made researching this little gem (little for now) so much easier.

DCat thanks again for the figures looking forward to see future updates with +10mt and the TiO2 included!!

I guess amongst other things we all want news about a deal with AA and I doubt tomorrows investor call would be happening if the BoD weren't in a confident place with the progress of the AA negotiations.

I'm expecting the call to provide a good sense of how the negotiations are progressing and I wouldn't be surprised if we're given an indication of when we can expect an official update, which if not tomorrow can't be too far away. Also more details on the proof of concept study would be good.

Any positive sentiment out of tomorrow's call that let's us know we're progressing well from the AA update 13th January is good enough for me, with or without an RNS.

"The Company is pleased to announce that it has today received notice from a former director of the Company to exercise options over a total of 1,000,000 new Ordinary Shares"

Caleb isn't a former director, he's still on the board.

I guess it's either if Mumema Mushinge, Don Bailey or Jonathan de Thierry.

Whoever it is will know it's a good place to put their money. It could be worth a lot more soon.

Lot's of background noise about our unwanted non-core assets and Twitter posters. It doesn't make great reading for anyone coming here to learn about our tier-1 potential copper assets and our involvement with institutions and Anglo American.

CASA and Sturec were distractions and we've offloaded them along with their associated costs to focus on the copper. We'll probably forget all about them following news that could / should completely re-rate the share price.

We can't be too far away from an update as plenty of time will be needed to plan ahead of this year's drilling program which should be on a much grander scale than previous years.

Yes ARCM's binding sale agreement is with a different entity to MED so as far as we're concerned CASA is sold. The agreement allowed us to be paid in shares if sold on to a listed company which is ok but in this case I'm happy that we'll be getting the cash.

As confirmed 13th January AA (£33B MCAP) have decided to "conduct negotiations in respect of a commercial transaction". HUGE news for us just 2 weeks ago!

This year's drill program will be much bigger than anything we've seen to date and whether takeover or AA equity stake time will be needed to secure / plan sufficient drill rigs in time.

Dry season and therefore drilling could start April / May time (they'll be gagging to kick off asap to make the most of the time available) and I imagine ARCM / AA will complete a deal well before then to arrange, so maybe February or March for AA news?

Plenty have ARCM on their watchlists now and will be timing their entry or top-ups ahead of AA / institution news and then we'll up at new highs. And that news could land any time.

I would imagine the main reason AA got exclusivity was because ARCM got years worth of detailed soil sample data from AA in return. We basically now have a map that provides a stronger indication of the locations of the copper. With all the excitement around Fwiji and Muswema and AA passing through tech review ahead of schedule allows us take confidence that the soil samples did their job well.

AA geo Dave Wood believes that somewhere in ARCM's postcode there are number of tier 1 deposits that have not been accounted for. Potentially multiples of Sentinel. Considering all the above and that AA and ARCM are now in negotiations, surely they think they've found something significant?

The idea of AA not proceeding with a deal-making offer of some kind seems very remote to me. We know we're open to investment so even if they can't go high enough to meet NvS's takeover price they will surely be wanting to take a significant equity stake. A similar story to SOLG could then unfold.

A rare opportunity this and not one to trade in and out of IMO.

Same here. I added today and I know of others who are too. I wouldn't be surprised to see a blue finish.

but it does make an opportunity.

Hello Tom

The SP is heading higher.

We went from 3p to 4p in December when AA told us they were happy with the copper.

We went from 4p to 6p early January when AA told us they were happy with the company DD.

This is all before an offer had been made.

If / when they make an acceptable offer I imagine we'll have an even bigger step up in the SP in the short term.

I thought the same SM.
I still have a hunch that Fwiji (or all of Zaco) will be the first to go to AA one way or another, any maybe an equity stake in Zamsort to hammer through 12 or so targets. What an incredible outcome that would be!

Good posts MAJWandCo and totally agreed.

I looked at quite a few gold co's before getting involved here and CGNR was a complete no brainer with their gold discovery at this MCAP.