Member Info for PortfolioPower

Khoemacau is a long-life copper sliver mine located in one of the most prospective mining regions in Africa, the Kalahari Copper Belt in Botswana.

https://www.mmg.com/our-business/khoemacau/

MMG announced its decision to acquire the asset in November 2023, completing the transaction in March 2024.

In June 2021, Khoemacau completed construction of its low cost, c.60ktpa copper and c.1.6Mozpa silver metal in concentrate at full run rate. It completed ramp up of current operations to full production in Q4 2022.

Ore at Khoemacau is mined from underground using the longhole stoping method and transported by truck on a 35km purpose-built bitumen haul road to the Boseto processing plant. The copper concentrate is then transported by road to port and shipped to customers globally.

Drilling of and studies on its expansion project forecast a potential increase production to over 130ktpa copper and 5Mozpa silver (average run rate at full production) to unlock the full potential of its prized position in the emerging Kalahari Copper Belt.

Khoemacau employs around 1800 people with 95% local employment from Botswana and has an estimated mine life of 20+ years

It appear both bears and bulls agree that nothing is baked into the present share price.

That's the situation that creates huge multibaggers

With Anglo's $85 million exploration spend into our ZCP JV license area's being around 4 x times the present market cap here. Provides plenty of headroom for the Share Price to move explosively to the upside very quickly.

Equally there is nothing yet baked in for our licences in the KCB even though our neighbours who have just been acquired for circa 2billion by the Chinese are now looking to substantially increase their mine throughput and footprint in the region & require further ground to do so.

Strategically we sit right next door.

Picking potential multibaggers that have nothing 'yet' baked into the share price.

That are also cashed up and have a global major providing a free carry on 9 of the 10 best Tier 1 regional copper targets is about as good risk vs reward one can hope to find in the junior explorer market.

The potential for a take over or take out at the project level at many many multiples of the present SP on success in either the ZCP or KCB simply cannot be ruled out.

Noticed the other day that one particularly triggered poster having completely metally cracked, threw a few choice verbals at another poster claiming that said rival poster's

laundry basket was "probaly over-flowing"

A bit of back and forth and ensured and with shots having been fired from both sides a further claim was made by said broken poster to their nemesis along the lines of..

"Your misses has clearly got behind with the washing up"

Oooohh.... ouch.. :-))

Wars have been started over less!

There was some further savage exchanges straight out of the Hood, mostly calling other posters soft furnishings into question etc etc.

Imo. That kind of abrasive language should really be left to the streets, the dockyard or flat-roofed estate pubs with boarded up windows :-))

More coverage today

https://audioboom.com/posts/8500425-sunday-roast-featuring-jason-starr-chief-executive-of-dillistone-group-dsg-atn-cgnr-kav

Real Alchemy is a proper hand pulled cask conditioned pint of Timothy Taylors Landlord

Especially when expertly paired with a packet of cheese & Onion Crisps in a sunny beer garden!

Welcome to Goldblend - some excellent stock picks there.

Next presentation they should get the slide deck up and running covering both ZCP and KCB as most won't appreciate the strategic proximity of our various land packages to existing Tier 1 operations I'm the region.

Other than that the scale of the opportunity is truely enormous.

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As someone in the media commented yesterday

"With sugar daddy style funding from a major, and enjoying the benefits of a resurgence in copper, ARCM has everything apart from a soaring share price – so far."

Exactly right. Not many opportunities to get in at ground floor level with a $85m funding package secured for 9 out of the top 10 prospective Tier 1 copper Targets in the region.

SP tagged 15.49 earlier...

DM & co probably eyeing up his next Helium project.

IPO in 2025 on the canadian TSX market ... lol.

I see that yet another post that highlighted the recent multi billion acquisition of our neighbours land by the Chinese has been removed?

Some desperate actions by some on here as they know what's coming.

Same as what happened with Kodal Minerals every time anyone ever suggested a massive bid by the Chinese was incoming - post removed :-)

Didn't stop KOD from 20 x bagging and it had already 10 x bagged before the deal was done.

An offer for our land at Eye watering multiples is clearly on the cards.

Some won't like that.. hmm wonder why... lol.

*

" I reckon he (DM) will be looking at tempting a wall of cash to come over to Hex from He1 once he1 have announced all they have."

@mischief

DM knows how to play these things.

He can't control the geology, but he has a good idea of market psychology from what I've seen.

From memory he was involved with an ASX listed company that 10 x bagged 'Province Resources Ltd'

Since 10 x bagging, the SP of Province collapsed back down and they have been suspended for over a year.

He left before the collapse and joined He1.

That also 10 x bagged.... then DM left before the dramatic collapse....

He has now reappeared at HeX.

I'm kinda thinking along the same lines as Tro.

Can't really pin any of those former companies SP collapses on DM as he left prior to it happening.

Looking at it, those that are in early and enjoy the run up in the early days have all done well.

I reckon he will be looking at tempting a wall of cash to come over to Hex from He1 once he1 have announce all the have.

Been trying to find some info on who is behind these Purebond guys.

Maybe @LW has some info?

They have put money into KAV, GMET and the recent capital raise at KAT (according to Charles Archer)

How much cash are these guys sat on?

Who are they?

They certainly haven't been shy in opening their Wallet at KAV!!

Lets keep an eye out to see where they pop up next as there track record so far looks good.

They obviously have plenty of cash to splash on small caps.

Can any of you guys find out further info re Purebond?

Dai,

They will have simply emailed admin and asked admin to remove all their historic posts. Probably because most are defamatory in some way.

Some even deactivate their account and then bring it back when they want.

There is always one or two on every bb

I suspect they are failed investors who got badly wiped out on something and now just troll various bb's like some kind of broken individual that lacks the mental capacity to move on from their trauma

I see some engaging and winding them up, but its obvious these are damaged individuals -))

@Jarv55

It's a good point re our KCB licences.

The AA JV naturally has been getting most of the attention of both shareholders

(and non shareholders) :-))))

But, as was mentioned on the call today

MMG Who have recently bought out our neighbours for a multi billion transaction and they are looking to significantly increase their mine throughput

"Our licences could be the solution" was I believe the phase used and they seem pretty confident.

I wouldn't be surprised if MMG don't already have our KCB assets firmly in focus as another take over target.

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Link to presentation

https://youtu.be/pbJRTFHgtw8?feature=shared

Nice Top up opportunity today.

Will continue to scale in over the weeks ahead until I get to my Target position size.

Then, time to relax and enjoy the results coming in and multibagging this well into double digits.

GLA

@Valueseeker

Shard Capital Partners LLP were the Placing Agent for the recent raise.. - see the placing RNS

Probably Iexplains why we suddenly had an influx of posters who were fan girls of the former broker

Venting their spleen about NVS.

All nonsense really as the JV has 3 Directors from Anglo American alongside NVS so I'm sure they know what they are doing with their $85m!!!

Https://zakstraderscafe.com/rns-hotlist-may-2-arc-minerals-african-pioneer-contango-graft-polymer-invinity-lifesafe-reabold/9308/

@Torino

$ 85M Anglo American JV with ARC Minerals now under way as update over there and presentation later today at 12 noon

It's all about to get busy for all the operators in the region now as rainy season is over and drilling commences

Should be a very exciting period for all TYM and ARCM holders over the coming weeks ahead.

GLA

Investor Meet Company Call 12:00 BST

TODAY Thursday, 2 May 2024

Investors can sign up to Investor Meet Company for free and add to meet Arc Minerals Ltd via:

https://www.investormeetcompany.com/arc-minerals-limited/registerInvestors