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The one troller who is bizarre is Ella10! Spends hours and hours on here without a position, yet writes sycophantic messages of adoration to Colin Bird on other boards such as GLR. Oh how fascinating to understand his (Ella's) motive!
Hi Obelix!
Very well. Was just being patient either side of Christmas. Good to hear from you! Bought a little more today. I concur with you that there’ll be news soon. But the comments in the last RNS about the battery sector told us pretty clearly
where the focus was going to shift. With compelling economic projections, a partnership / OL agreement and that battery narrative, this will fly.
Connect the dots - not at all surprising.
Largo news
EA being worked on and nearing completion. Not hard to find people on the ground in Brasil very, very positive about Jangada.
As other sectors face headwinds, people realise battery sector is a trend that isn’t going to reverse and there is a lack of necessary resource. So, you’ll get sector rotation from the pricey tech companies into the electrification enablers.
Feels like this company has gone to sleep. No progress. Decline since the reverse takeover. Yet the market is promising. Can the management execute?
To be clear, Lego are a “supporting partner” at the Singapore zoo activation. This is interesting. What is the difference between a partner (sponsor) and supporting partner? Would be good to know how this happened. But it does imply the models were made with and/or by Lego! I assume Live Company must have approved/ driven this tie up? Legoland is a different entity owned by Merlin ( in which I believe Lego own of owned a significant minority share).
I agree Kully. A number of parties want the share price down and to undermine NvS. Lies and smearing are all part and parcel of the process. But it's easy to see the motive of "Bird & Co" here. Ella can be found talking up a few Colin Bird run companies on LSE boards - XTR and GLR, for example. Obviously a complete coincidence.
Very encouraged by the posts of GW, Tony & Ella. Thanks guys. Ella is obsessive (and clearly paid per post)! The desperation merely reminds me what’s at stake here. Do people on this board honestly think these obsessive would be posting/ derailing ARCM so intensely if there the company were not not in control of very significant Cu deposits? If ARCM were a waste of time, these people wouldn’t be wasting time deramping ARCM!
Advanced negotiations - if you doubt them, listen to NvS’ comments at the AGM yesterday. Pretty clear there are serious conversations with details of terms being agreed (with Rothschilds advising). If I were Nick, I’d want to develop further the second party discussions before signing up with the first so to maximise competitive tension.
Great post DC.
Clearly a time to be excited. I suggest the BOD are delaying NOT because things are bad, but rather things are very good. This is a very compelling case and no surprise the likes of Glencore are possibly in discussions. A little patience will give a big reward here. Whoever is selling is simply stupid! I bought a bit more today when the shares reached such a silly price.
Excellent Q&A session. More investors should have been there! Far better than any Proactive interview. Impressed by the level of transparency and the breadth of management providing answers.
Obviously a lot of interest in the K Pop activity but I thought the information provided on the Bricklive business was very positive. Some key points from my rough notes (mistakes are all mine):
- New Sets being developed (expanding capacity)
- £1000 per day revenue across the range
- 47% capacity sold for next year so far
- 1800 days sold
- Asian zoos now engaged and looking at Singapore with interest.
- Cash flow positive by Q2 2022
- New builds financed out of cash flow
- Indicated low level of extra discounting to build out the order book
- All new build ideas are market tested before committing.
- Assets estimated to be worth 2x current market cap
So potentially at £3million business at based on c.70% of 2022 capacity. High margins once the build costs are absorbed. And clear opportunity to grow as demand sounds robust.
Agree Fulmar. Some have a silly vendetta against NvS. Others are part of an orchestrated scheme to get #arcm on the cheap or get it back. When share registers are dominated by PI’s, this is what can happen. The big question for holders is: WHY are these people so held bent on damning/ deramping #arcm? They know - like we do - that there are huge copper deposits that ought to generate significant profits - and they want control of them on the cheap