Member Info for sta60

Plenty of news to come: increased Casa ownership; increased Casa resources; possible Sturec deal (live in hope, but a value of �0 is factored in to share price); and greater ownership of Zamsort a possibility. Given the today's pair of Tweets, I can't help but feel a message is being sent. Recent dip in share price didn't dislodge too many holders, most of whom, I suspect, have taken positions and await updates. Gut feel: not long until something's announced that finally causes a re-rate and ARCM to be noticed for what it is, a hugely undervalued company with no shortage of gold and Copper-Cobalt for the EV industry.

...from a ARCM investor's perspective: The Waiting is the Hardest Part. Surely not long now until the waiting is over and the facts and monster upside gains a wider audience and sentiment picks up.

Brief mention on Bloomberg - search 'Mkango' for interesting Feb 2 piece on the search for niche metals in Africa. Patience will be rewarded...and some new investors, having seen the article, might well be attracted.

2018-21 should be quite a ride. Assets bought in depths of commodity bear market look set to propel ARC considerably higher. Excess global debt / weakening dollar and potential end of bond / equity bull markets should support move in gold to $1500+; huge increases in EVs will move Copper & its critically important bi-product Cobalt much higher. Indeed, I wouldn't be surprised to see Auto companies seeking to takeover / JV with Cu-Co producers at premium prices. If NvS can extract a fair deal on sale / JV of Sturec and direct proceeds towards Casa / Zamsort ARC holders will be well rewarded. Remarkably, the MCap is still tiny, but when spotlight falls on Casa and its potential to be large-scale gold producer the re-rate should start...and news on Sturec would be another game-changer in order to deliver non-dilutive funding (currently priced a zero at best). Ducks beginning to line up. As ever, GLA

...and it's been v painful, but decided to remain, average down and accumulate. It's just a matter of time before the fundamentals are proven on an iterative basis. New board have masses of experience and have arrived to transform an AIM ugly duckling. They are in to make a killing and have a systematic PR / show-and-tell campaign for early 2018. The Casa acquisition is being funded by OTC share issuance (see previous RNS from circa Nov '17); cash in bank (from recent raise at 2p) so awaiting news on Slovakia / Sturec deal (chairman keen to crack on with its disposal / JV at non-firesale price) which should prove transformational to sp. Oh, and there's Zamsort with its potential motherload of Copper & Cobalt. In the meantime, Casa should be proven up into 2-4m oz by end of 2018 with clear indications of future years' increases...all against the backdrop of tiny MCap, a possibly big move in gold price (so many macro drivers) and marked sentiment change towards junior miner-explorers. I'm keeping my 5m+ shares tightly-held for quite some time...

Nice play on words fulmar29. Yup, it'll be good to have NvS confirm full ownership of Casa, get his DRC-savvy chums on the board (loaded up with OTC stock from their sale of Casa shares), final 2017 drilling results and a new name with motivated board to charge into 2018. Any kind of reasonable deal on Sturec would immediately alter the Mcap and provide a spark, especially since its value now is nil. Andiamo might also prove a (nice) surprise as and when Nick deems there to be an acceptable deal. The blue-touch paper is lit...just a question on when the firework is ignited. GLA, have a good weekend.

Calm before the storm, 2.314 p is the buy price and now is the time (imo) to add. Prospects for gold in 2018 and beyond look good (China, Russia,making interesting moves); Casa could be a monster with fresh drilling results due imminently; OTC (soon to be re-branded) has cash in bank (to top up Zamsort holding?); and prospect of income from Sturec sale/JV as well as Andiamo stake sale. If NvS does wrestle complete control of Casa there will be another 100m shares in issue, but still MCap would still be less that �10m at today's bargain basement price. Beggars belief...with his professional pride at stake, plus a big chunk of shares / options I think it's fair to say our Exec Chairman's mind is concentrated. This could be the week things materially change...hopefully for the better! GLA

NVS is clearly a man on a mission and has staked his professional reputation on turning around an AIM ugly duckling. He clearly sees great value and appears to have the commercial acumen and drive to see it realised. With placement shares still holding down the price (I've added today at 2.612p), the train is in the station with a more than reasonable ticket price. Let's hope we ride the Tokyo Bullet (rather than Southern Region). It's all coming together and looks set to be a highly rewarding long-term ride. GLA

Very interesting interview - Nick is a man on a mission. Energetic, creative, good connections and plenty of shares / options. Transformative times. Suggest the new name includes the word Phoenix. Sentiment changing by the day. GLA

Don't get me wrong, I'm a substantial holder and am delighted by today's early news, but PRS has had it's stake reduced due to the enlarged share base. However, they have taken an extra 1m, no doubt bought as part of the 2p placement as they were pre-existing investors. PRS hasn't the strongest sp / mcap, so forking out �20k was probably all they could muster having collectively looked down the backs of their sofas. But...the 5% threshold was IMO passed in the opposite direction. I remain a content and cautiously optimistic holder. GLA

PRS's stake in OTC has actually gone down. It HAD over 5% when there were 148.8m shares in issue, but now have less than 5% (hence requirement for disclosure). BUT they've bought an extra 1m, so they are now owners of 9.4m shares (or 4.02% of the increased share size of 233.8m post-placement). Shows encouraging support thought, but they (like many of us) are diluted. Onwards and upwards!

Given the spread of assets, it's just a matter of time before an announcement is made that starts the process of reversing sentiment. Yes, Ortac might need to top-up the cash balance to buy time to ensure that the most optimal deals are agreed, but I'd imagine it would be a strategic placement with a sophisticated / institutional investor, or (preferably) part of a non-dilutive Sturec / Andiamo deal. But...just look at the mcap! Then read the Optiva research note (on Ortac's site) and reflect again on the �3.5m mcap...it beggar's belief. Nothing is EVER guaranteed on AIM, but the time to buy is when companies are out of favour / being bashed. I'm not at all happy to see such a dismal share price, but have used the opportunity to top up at ~2.4p. Now holding ~4m. GLA

And, from a macro perspective, today's lead article by Dominic Frisby in Money Week highlights a thought-provoking report that (potentially) bodes well for gold. Surely just a matter of time before OTC's market valuation begins to reflect its intrinsic value. GLA

Interesting to note that GGP (soaring on the basis of exploration / partner potential) has a current market cap over 15x that of OTC (with its proven resources and likely imminent short-term re-rate drivers). I'm the first to admit that Australia is a less challenging jurisdiction that OTC's portfolio, but it does seem a rather glaring mcap anomaly.