Member Info for PheasantBoy

Enjoyed reading the broker's report and lots of chunky and tasty material there but....there are more than scenarios, some of which include not finding any meaningful commercial deposits for AA and which would tickle Arc up to 10 or 15p with additional equity if decided to go alone. But...I think more interesting and actually likely is finding two or three significant deposits. Remember the old AA hit list of 20 years ago with 20 or 30 potential sites within the area.pst of which were acquired by Arc. One of these, can't remember which was actually only half way down AA's list of most potentially significant, has gone on to become a large output site for Quantum or one of the other majors. AA knows much of the area already and their technology has moved on massively in the 20 years since they left Zambia. Plus Arc has been undertaking lots of its own new exploration. My guess is AA will find at least two, maybe three significant finds and two or three other deposits of copper and other minerals which are smaller and of less commercial interest for AA but still command investment from Arc or new JVs. If WHI believe a multiple of 15 times is possible with their scenario of just one significant commercial deposit...ideas on 2 or 3 significant deposits plus 2 or 3 other useful mineral deposits. ....30, 40, 50 times if comes to fruition...is actually far from improbable. NvS knows this. Remember he was at AA several years before Arc....and he has/had inside knowledge and access.

Thanks for the links. I also see Berenberg has issued a report questioning product adoption. Does anybody have access please to their report?

Thank you for the links. Really informative.

Thank you

@smallholding. What did he actually say please?

Thank you.

Can someone please cut and paste the article, am not a subscriber. Thank you

Thanks EC - UK revenue indeed a minority issue. Interest rates starting to stabilise/looking like lower in a year. Debt with a fleet c 3 times the size in 5 years is an issue. Depends I guess whether the CEO, board and US backers believe they can and will fully utilise the enormous fleet. Am cautiously betting they can .. 🤞

Can someone please copy the article on this thread if possible - I'm not a subscriber? Thank you.

Price on Stock Ex site rose to 3.05 this morning before dropping back to 2.65. Two days of gentle increases. Lord knows what next. Lots of very recent stuff on AA and Zambia to be found on Google News - engagement on tax conference, transparency, transportation- new railway line proposed by Glencore linking - land locked Zambia with DRC and west coast and AA support etc...all this for a company with no - public at least - interest in Zambia beyond its confirmed agreement with Arc.

Rerating

Gertfrobe- they also said they're investing another $800m in '23 and are more confident than they've ever been that they have bought a fertilising diamond. I am so looking forward to the Woodsmith public announcement and an upwards relating of AA shares...

Indeed. No suggestion from me of anything untoward. And Worley seems to knock out mines, shafts and tunnels in spades....and has worked with AA on copper mines. Just Wish I could get a sense of whether this means a new phase of momentum or AA managing its risk....

Any thoughts please on Worley's appointment as PM at Woodsmith? No longer being managed in-house?

http://www.indiancooperative.com/ncdc/iictf-awards-nafed-ulccs-campco-among-winners/

Can someone please paste the copy? Thank you

A fellow shareholder at the w/e suggested he's seen a statement or comment stating the road shows are due to start in August whereas I had assumed the process had begun when/shortly after they announced financing stage 2. Any thoughts or actual info please? Thanks

Slow release

https://inhabitat.com/smart-fertilizers-help-farmers-and-fight-climate-change%EF%BB%BF/

Scrimshaw has invested c£320k in this placing/opportunity to buy at this level. I look forward to sharing his optimism at the AGM.