Member Info for sta60

It's like waiting for Christmas morning, hoping for something truly exciting to unwrap.

News must be imminent. Most likely Zamsort initial grades, but also resource upgrade at Akyanga (NvS mentioned extra 200-600k oz on top of the 3m); plus possible sale / JV news on Akyanga and / or Sturec. Who knows which will drop first, but clearly interest picking up - I'm being offered 4.66p for up to 550k shares. Upside massively higher. What an autumn lies ahead!

As we await the next news, interesting that 4.835p is the sell price...for up to 300k in size, which strikes me as a good sign for a renewed upswing next week. Wishing a super long weekend to all.

fulmar29 - indeed, NvS loves control...and optionality, and he will soon have plenty of ways to engineer a monster re-rate. It won't be long before the masses arrive and this BB gets a unruly, and at that point I'll stop posting - sitting back with 5m+ holding - and watch the story unfurl. Also, fulmar29, I was mighty impressed by your purchases yesterday - perfect timing, while ARCM was lying relatively dormant - perfect top-up territory. Congrats and all the very best, and to all others who'll hopefully enjoy an exciting ride in the coming months.

Chaotic - both IMO, and beyond (caveat being an acquisition of ARCM). 2018 - once we're out of the summer doldrums - should see some kind of value-adding deal at CASA and possible Sturec sale...plus maiden JORC at Zamsort. Clear prospect of 10p+ by Christmas, especially if small licence production is up, running and beginning to deliver cash-flow. As for 2019, well that's the time - with increasing clarity re: Zamsort resource - when it's most likely that a deal with one of the big boys is struck. With extra funds, it's drill, drill, drill in some of the (many) highly prospective targets the larger licence holds. In the years ahead, Cu/Co - as the EV market grows hugely and the world becomes increasingly electrified - should be on a tremendous run and Zamsort's potentially massive, non-DRC, world-class resources will be sold at an industry premium (esp. with top-notch mining techniques and full governmental support). In this quiet period, I rather suspect ducks are being lined-up for a terrific autumn. As Buzz Lightyear would say, To Infinity and Beyond!

is the highly-prized (and priced!) icing on ARCM's monster-sized Copper cake. Good to see this in the mainstream media:

https://www.bbc.co.uk/news/business-44732847.

The electrification of the world, EVs etc. is a multi-decade mega-trend and ARCM is at the front-end with phenomenal assets. Timing is everything and now seems a pretty good time to take a postion. After all, our NED Don Bailey is as experienced as the mining industry gets and he's chosen to take his comp in the form of options priced at 7p. There's a rather large clue there. Cheers

Fulmar - sorry to be pedantic, especially after such a great week, but I don't believe VC has quite such a large holding. The 15 May RNS shows that post-placement he owns 1.14m shares (plus, per 20 Nov RNS, 7.6m options). The former CASA chaps Jonathan de Thierry & Michael Foster hold many millions of ARC shares when they swapped CASA ownership into ARCM. As for Zamsort, my sense is that MM's 13% ownership is essentially by dint of Terra's swapping of its Zamsort shares into ARCM. The sole remaining Zamsort holder (currently 34% but quite possibly to be diluted in favour of ARC) is Kopara Investments. Not sure if Paternoster ever held warrants, but they did own ~9m shares (may still hold them); and PREM hold several million following their agreement in May to swap their CASA shares for ARCM. As you say, very large % very tightly held.

The majors have ARCM in their sights, with Zamsort an incredibly rare prospect that has massive potential, a herd of Elephants, given the multiple targets. Many seasoned mining execs will be saying: how hid THEY do THAT...and how do we get in on it???

Again, sorry for my forensic intro, but I've been in OTC since 2011, suffered (almost) death by a thousand cuts, but am now, finally, in positive territory with quite a bit at stake. Truly transformational stuff and very exciting days, months and years ahead. All the very best to fellow holders.

My largest holding, too. Interesting that 4.475p is the sell price for up to a few hundred thousand, and I'm being offered 4.375p for 600k. Been here for an eternity and won't be selling any until Zamsort posts a maiden JORC, by which time single digit sp will be looked back on as an extraordinary valuation anomaly. This is shaping up to be a monster and is still priced as a tiddler. GLA, especially fellow OTC old-timers!

Arc hardly putting a foot wrong...until...they schedule the investor presentation on the very evening England will be playing their World Cup semi-final! Hope the room has a big screen...

Cracking overview Early_Bird, and I wholly agree that Arc is going to multiply in value very many times over, and likely 10p+ by Xmas. However, I should point out that the 3moz Akyanga resource (hopefully to be soon further increased) is 73.5% held by what was Casa Mining (now ~99.5% owned by Arc). From an exhaustive report (on ARCM's website):

"The balance is held by MMG Limited (21.5%) and the DRC government (5%). MMG is a major diversified base metal mining company, operating and developing copper, zinc and other base metals projects across Australia, the Democratic Republic of the Congo, Laos and Peru. MMG’s major shareholder is China Minmetals Corporation, one of China's major multinational state-owned enterprises."

Historically, ~$30m has been spent exploring, but with the huge resource increase AND substantial exploration upside, I feel the overall Misisi Gold Project has a far higher value.

Regarding Don Bailey - his LionOre I believe was sold for ~$6bn, he does indeed know Zamsort intimately, AND was happy to take options at 7p in lieu of compensation. He clearly has a good sense that Zamsort is a monster in the making, and this is where potentially staggering upside is most likely to be created.

Anyway, sorry Early-Bird for my pedantry, but I'm right with you and am hugely excited by Arc's massive potential, not least because it's led by a smart, savvy and tough negotiator who has been round the block a few times and sees Arc as his defining career opportunity. I'll get back into the garden now. GLA

My initial OTC purchase was at 1.6p (equivalent now to �1.60!). But stupid / inspired buying on the long way down leaves me at ~4.7p ave and a holding considerable larger than I could ever have envisioned all those years ago. A short term trade can quickly become a long-term investment that sits well under the water. But as the investment grew, more detailed understanding grew with it and I now have a high degree of conviction that the years ahead are looking very good indeed (with the usual bumps in the road). It's been hugely painful, but feels pretty good now!

very good info, fulmar29 - thanks! As ever, NvS is a man with a plan, and it looks like the plan involves taking a far chunkier ownership stake in Zamsort. An exciting journey indeed.

Yup, nothing wrong with a little excitement, esp since some of us have been in the torture chamber for a few years! Of course there's probably further dilution to come, but ARCM's now moving to the front foot. I'd happily take extra 150m+ shares issued to take full control of Zamsort (if NvS puts the squeeze on a la Casa). Then, a (hopefully v successful) drill campaign followed by maiden JORC / JV buy-in should see Mcap explode. Anyway, maybe best to do the arithmetic on guestimated 800m shares (IMO).

Funny how, with minutes in the trading day remaining, the price is dropped. I wonder if we'll see a punchy late purchase go through? This baby is heading north...esp with CASA upgrade soon (and my gut feel is that expectations have been managed down to allow a cracking 'reveal'). Only time will tell...

Yup, numerous options, with NvS using all his experience (plus new ARCM board members - from Casa, ex-Copperbelt - who know how to make a killing) working on building value. Former management bought stakes at bargain basement prices with commodity market on its knees. NvS aggressively restructuring and has worked wonders in taking controlling stakes. MCap vs assets represents a massive value anomaly, especially with Cu/Co on a multi-year move. Exciting times, enjoy the ride. One day, we'll be discussing ARCM's dividend policy...now that will be a happy conversation for all who owned shares in early 2018!

...in years to come as a very good day indeed. Been in OTC / ARCM for seven very long years. Averaging down and down and down...and down. But in past couple of years assets have been picked up on the cheap and NvS is just the man to run with the ball. Astonishingly good deals crafted at CASA and now Zamsort, with further news on its way. Might take a few days / weeks, but ARCM will soon be on the radar of some deep-pocketed folk. Truly exciting times. GLA!

who knows when next placing comes, it's AIM after all. However, the MMs are allowing large sells while not much avail to buy which might be a clue that, finally, news is on its way, possibly in just a few days. It would be pretty dim to place before news and it's really a question of how the market cap / sp moves when news (hopefully of a re-rating variety) comes. Maybe today's mug is tomorrow's smug?

offer from Barclays is 2.66p, from 10k right up to 500k with no change in offer price. this stock is pretty tightly held, by management, insiders (anthony balme etc) and long term holders (who understand the huge resource potential / price discrepancy). interesting times and plenty of news in coming days / weeks / months.

Here's another scenario: PREM and other former CASA holders are restricted from selling for 6 months, by which time there is every chance of meaningful updates which should propel sp up from the absurd current undervaluation. I thought SPOT had moved on; the very fact that he or she is back is further evidence that there are folk out there who want to supress ARCM for as long as possible, until the cat's out of the bag and the re-rate commences... Nice try, but nil points.

Been in OTC / ARCM for seven long years, averaging down...against all sound investment principles. Agree with Poorman that funds must be dwindling, but there was a raise of $2m back in Oct (?) and no investment since then, so hopefully no raise before upcoming news (of which there might be plenty). Sturec deal would be ideal (but I'm not holding my breath), but the most likely one-two-punch should be full Casa ownership + significant resource upgrade with plenty more to come. Fully agree that Zamsort is a marvellous prospect in light of growth in electric vehicles, potentially an annuity for many years to come. Now it's up to NvS to put his years of experience into structuring some cracking deals. And if additional dilution is required, so be it, given the huge long-term resources at stake.

maybe I'm being overly optimistic, but today's buys might be very well timed - just ahead of ARCM presenting at tomorrow's UK investor show jamboree in London. and surely it can't be long before news on CASA ownership, resource upgrade, Zamsort etc. It's been quiet since late Feb and we can only hope NvS has been applying his negotiating skills in order to (finally) provide a big positive surprise to long term holders. It's not as if gold, copper and cobalt are going out of fashion - far from it!