Member Info for PortfolioPower

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

Great news!

Anglo American now underway with $85m JV spend in Zambia and also work under way to then also comence drilling in the Kalahari Copper belt.

Worth a reminder for folks just checking in.....

-

Investor Call via Investor Meet Company

The call is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9:00 BST on 1st May 2024 or at any time during the live presentation.

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

-

Update on Drill program about to kick off.

Published investment analyst target $1.89 Billion valuation target is really just focused on the Anglo American JV and highlighting the potential mid-

case outcome for ARCM of $1.89m at ZCP.

Clearly it could be much higher given that out of the top 30 ranked targets in the region (which include the 3 existing multi-billion dollar Tier 1 copper deposits owned by global majors that neighbour our licence area.

ARCM owns not 1 BUT 9... YES 9 of the Top 10 ranked district scale Copper targets in the whole region with the other 3 existing multi billion dollar copper deposit discoveries ranked much lower down the target list than ARCM's land package.

No reason.why the investment analyst target of $1.89billion may not be seriously upgraded by a multipler of 3 or 4 x times..

With all the talk of the AA JV, no one has really been focused on our licences in the Kalahari Copper belt (KCB) where our two licence areas are next door to Khoemacau copper mine that has in the past couple of months been acquired by the Chinese company MMG.

https://www.mmg.com/media-release/mmg-to-acquire-khoemacau-copper-mine/

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

-

There is the potential for multiple Tier 1 projects to be proven in the ZCP with deep pocketed AA committed to spending $85m to proove these multi billion targets up.

In addition, our KCB neighbours have recently been acquired for a multi billion transaction.

At just £25m market cap and AA happy to throw $85m at discovery drilling and they have the deep pockets to build any discovery fully out. This has multibagger written all over it.

From these levels the prospects of a dozen or so inflection points gapping up the SP aggressively over the next few weeks & months ahead is probably akin to nothing else seen in the small cap space since SOLG and GGP went on their mult-month breakout rallies throughout their discovery phase.

It's a classic lasonde curve play with a massive free carry on the drilling from a global major.

Probably the biggest copper drill in the junior resource space since 2016.

I certainly won't be missing out on running a nice position from here.

GLA

BILL CONTI - GONNA FLY NOW!!!!!!

If you know, you know. :-)))

In addition to the US$311 million investment addressed by the current IPA, under the Complementary IPA, there is a commitment to invest a total of US $3.2 billion over the subsequent years in activities related to the Cascabel mining concession.

The Complementary IPA embodies the largest mining investment in Ecuadorian history, highlighting the scale and importance of the Project, SolGold's commitment, and the impact on the broader Ecuadorian mining sector.

SolGold's CEO and President of SolGold Ecuador, Scott Caldwell, commented:

"The Complementary Investment Protection Agreement not only reinforces the protections for our key investment in Ecuador but also symbolizes a deepening of our relationship with the Ecuadorian State. President Noboa's attendance and insightful speech at the PDAC convention were warmly welcomed by the mining community and underscores the significant support of his administration for responsible mining in Ecuador."

WSBN - some chunky trades there today and delayed from yesterday

KAT - Any volume coming in and it will move quickly.

THR did well on the early Jan Uranium spot price spike.. so keeping an eye on them

Yeah, WCAT can be a spikey share.

Char... its been trying to put that floor in for a while.

Tro,

Got to say that shout for ECO a while ago looks to have played out well so far.

Technically sub 100m market cap they are a junior but have been much higher levels in the past.

Might be considered conservative by some given:

> Incoming copper boom.

> Tier 1 discovery targets.

> Present ultra low market cap entry vs potential multi- billion project target NPV

> Broker note calculating ZCP @ $1.89 billion potential valuation.

> Company fully cashed up

> BoD loaded up heavily.

> J V with a Global Major for free carry of $85m spend.

> Undenia> "The most significant small cap exploration drill program since the SOLG & GGP multibaggers."

It's simple really, if they announce a Tier 1 discovery system to market.

This will 20 x bag (or possibly more)

Normally, I'd suggest these things are binary, but in this case they have so many bites as the cherry over a huge Tier 1 district scale licence with a massive drill program that even the most stubbon of the naysayers fully admits that AA will go on to prove up a discovery or possibly multiple discoveries at the ZCP.

Opportunity to get in at ground level ahead of MARKET UPDATE TOMORROW re: drill programs.

GLA

Yet another 'Strong Buy' signal when you see the bad actors getting so triggered and spamming the forum ahead of news.

Jarv55 has very clearly got them rattled. :-)))

I remember seeing this pattern of behaviour on Kodal Minerals when it was down at 0.004.

The amount of defamation that these jokers posted on repeat so that they could load up on the cheap ahead of news was incredible.

The SP then almost immediately doubled in the space of a few sessions and they obviously still wanted to buy more as it was such a clear multibagger situation (same as here) they threw everything at it.

The share then more than doubled in a single day and went ro to 20 z bag.

The offer was always going to be made for their assets at eye watering multiples.

Same situation here IMHO.

You don't get a major doing all that Due diligence on ARCM copper licences and agree to spend $85m+ (well over 3 x times our present market cap) to price up a Tier 1 asset if they don't believe they will go on to do so.

GBP went on a nice rip today

TRP tomorrow?

Both getting excited about their Namibian assets with the recent move by Chevron.

SJ did very well to become filtered within the first half a dozen posts.

Must be a new record :-))

Aren't you supposed to warm us up a bit first?

Attempt to win trust and demonstrate a basic understanding of the share?

Just went with the 'leaping straight into nonsense'

New tactic.......that failed quickly though..

Oh well... try better with your next account hey..

:-))))

Not surprised the analysts are calculating project NPV into the Multi-Billion region

Noticed a few speculating this evening about the potential for ARCM to be bought out by ********* for eye popping multiples

And the thread has been removed... this late at night?

Not seen that before.

Its usually just folk settling scores after one too many beers and throwing insults at one another.

Missed what Jarv55 had posted as the whole thread got removed for whatever reason?

... hmm.

Ruffling some feathers?

Today 12:31

Ruffles

@ruffles80

🚨A successful meeting between Anglo & #ARCM concluded👍

Anglo delighted 🇿🇲

ReplyRecommend (21)

-

Been out enjoying the lovely afternoon sun with the mrs while the saddest man oh AIM has been hanging on every word... lol.. :-))))

🔥 🔥 🔥