Member Info for PortfolioPower

@TaD

Agreed

Multiple value add inflection points ahead now.

I have no emotional attachment to any share, just observe the technical levels, future news flow, fundamentals, whether a company is now cashed up or not. Director buys, underlying commodity price movements etc.

More than enough cash is now held for ARCM to make some further acquisitions and get boots on the ground out into the field.

With the parallel program of exploration all being free carried for a multi mullion drill program in Tier 1 territory.

Update on plans on Thursday allows them to get the coverage out there for the wider market to review over the bank holiday weekend ahead.

From these levels where the market cap is presently less than the phase 1 spend commitment from AA... its a compelling opportunity.

The SP has now crossed above the 10 DMA

Something technical traders will use to see a bottom being put in on the SP.

Price also crossed the 20 DMA yesterday

Another bullish indicator.

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Traders would also use these technical indicators to close any short position and open long positions.

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News incoming on Thursday

Good to see so many new folk checking in alongside myself

Good reminder that news is due this Thursday

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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

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Update on Drill program about to kick off.

Reminder of the Analylist take

Valuing exploration success:

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Based on our two examples – we are not aware of any other AIM listed explorers with

comparable recent success – we conservatively suggest that a maiden resource for the

ZCP could generate a 10x uplift in the value of ZCP.

Reporting of updated resource) we anticipate an updated resource and suggest that the uplift in value may reach 15x.

15 x times present share price.

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Some Conservative SP targets in the region of:

10 x to 15 x for ARCM.from the city analysts

Even the algobots are now buying!

Signal Update

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Our system’s recommendation today is to BUY. The BULLISH ENGULFING pattern finally received a confirmation because the prices crossed above the confirmation level which was at 1.7250, and our valid average buying price stands now at 1.7420.

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Market Outlook:

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Let’s jump on our white horses and go for a bullish ride. Today’s candlestick has a white body and its close is above the confirmation level.

The bullish pattern that was previously identified is finally confirmed and a BUY signal is generated.

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The trend is also bullish and perhaps it is the right time to participate in bullish fervor.

The market is telling you about a new profit.

Do not miss this bullish opportunity.

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Pattern Description

This pattern is characterized by a large white body engulfing a preceding smaller black body, which appears during a downtrend. The white body does not necessarily engulf the shadows of the black body but totally engulfs the body itself. This is an important bottom reversal signal. more.

Guess what I'm saying is... from DM's perspective it really does make sense to just let He1 release their Q3 results first.

As whether news from He1 is good or bad..it doesn't matter..... as I suspect many will then jump into HeX..

Given DM's involvement in He1.... there is just something in the back of my mind that Q3 news from He1 may have an impact on Hex given it appears to have a similar investor base.

Just gonna park that thought for now though as plenty can happen between now and then.

@mischief

I actually nearly took some last time it dipped to 10p and bounced.

Spread has come in a little and it would be a tight scalp if range trading it.

I'll no doubt get involved, as It'll go on a run at some stage once DM cranks up the PR :-))

Wondering if the MM's will create a range between 10 and 11 for a while especially if drill isn't until year end.

Keep the traders interested and if anything big lands tick it up into a new range, or if volumes stall take it down a little.

Suspect they are just playing about with with the price atm whilst the churn is going through.

Some real characters in here also..

Floor is in though and news on drilling pencilled in for Thursday.

I know I've mentioned it before but the ufo bb does see plenty of emotional outbursts..

Exactly

Landing on not just one Tier 1 prospect but possibly multiple Tier 1 prospects would be a game changer for Global major like Anglo American.

So......Imagine the impact to the SP of a small cap like ARCM.

a 10 x - to - 15 x bagger could well be very Conservative.

GLA

@TaD.

Good move.

Have added some more today

GLA

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

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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

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Update on Drill program about to kick off.

BOD making moves in the background.

All will be revealed shortly.

@Jarv55

Agree. Looking forward to hearing about plans right across the licences area.

Most juniors have to scratch about with a few hundred metres of drilling every year or so out of a drill budget of a few hundred £k

With a $38.5m spend commitment from Anglo during phase 1, once the crews are out in the field where we will be looking at 10's thousands of metres of drilling.

It's going to be one of the chunkiest drill programs seen in the small cap space for many a year.

SOLG and GGP being just two of really big significant drilling programs in the London Junior market over the past decade.

Once this gets underway its going to get very busy in here and there is going to be lots to report back on from each target zones being worked.

These really massive fully funded Tier 1 drilling opportunities don't come along very often

GLA

Bouncing...

SP at deep discount to NAV.

Few trades coming in at these levels now.

Gun...

Noticed them on CNBC

Looks like a bounce off the floor on low volume as you say.

Looks like we are about to receive a fresh research Note from Shard Capital.

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A re-iteration of the Target valuation in the region of $2billion would sound good to me.

Fair value for Tier 1 copper deposits over the past few years.

With the uplift in copper prices and commodity super cycle just warming up.

This could move much higher in time.

Not without risk as with all exploration

The biggest risk is to take no risk.

GLA

MM's will need to take this up big time.

Market cap here is way less than the free carry spend we have on the phase 1 drilling.

Crazy cheap down here now.