Member Info for Teaye72

Pawn - well, welcome along. Sure, we have a profitable asset. Just not sure we know what to do with it :)))

Sheds, agree that we have what's needed. The only questionable point for me with ZINC was the cost of the smelting process and supposedly quite a lot of it being waiting for processing. Might have got that wrong, but think I read it here.
Did we ever find out who was the potential partner that walked at the 11th hour?
T

Pawn - out of interest, how long have you been in this one?
I'm a believer in the asset, but have become a little cynical having now seen for myself the same story repeat over the past 2/3 years... Still waiting for the game-changer to drop.
3 buys so fat this morning, no sells.... but I'm not going to pop a cork just yet.
:)

Interestingly, we also now only have 3 MMs in L2... speaks tonnes. No pun.

Pawn, I don't disagree that the "macro" has changed in our favour. But for the life of me I don't understand why we are seemingly unable to capitalise on it.
Who is doing our sales / marketing? How many people are actually working on site? How much coal have we prepared? How many customers? Basic info would be nice.
I am still holding everything here. No point selling at 50% loss. But it would be nice to get a warm and fuzzy feeling for a change...!
Lets see what the markets think.

So we are going it alone. Again. And still pursuing the elusive 5000 tonnes of coal for some mystery local buyer.
Not sure whether to laugh of cry.
Maybe better that we are the again the masters of our own destiny, but FFS I think I could have dug up more with a shovel in the past 24 months.

6p fair value TODAY....

BEFORE any Anglo Cash, or results.

https :// www .research -tree. com

You will have to set up a free account...

https://*********************/companies/uk/precious-metals/arc-minerals-limited/research/whireland/arc-minerals-arcm-reflections-on-the-recent-anglo-american-jv-a-very-positive-move

Well one thing we can glean from this latest RNS is that they are making an effort to keep us all informed, for which someone deserves credit. Nothing ground-breaking in terms of progress but good to have further insight into their strategy and current influences/players.
T

An admission of beinh wrong... from China...

https://twitter.com/BlakchinnieBlue/status/1525049669734260736?s=20&t=fvqiV-2Voik6tMDpldoF7w

Is there a live feed? The link below just seems to be a loop... thanks

It starts now - May until October.

Not sure we haven't received any profit from the sales... but clearly not material. Interestingly attached a few buys post RNS, possibly thinking there would be a surge.
But longer term this is probably going to see us get money in the door. And a massively undervalued SP at present.
Holding. But not adding. Yet.
GLA.
T

Also, had a mail back from Miles. Faith restored.

"This aids our strategic planning and will also assist our planned future application for a mining licence at Toral."

I'm with MM... that's the strategic nugget of interest for me.

If ARCM gets a JV this/next week, I may even chase that average here, despite it being a bit of a gamble. Also subject to any TR1 updates showing any of our strategic investors are doing anything other than staying for the ride. (If they've waited this long... !!!).
GLA.

I agree the timelines seem a little longer than first thought… but don’t be fooled into thinking that the pedal is off the accelerator: and news could drop at any point.
As they say, you gotta be in it to win it.
Personally, I’ll be working on my average if it stays as low as this.

“DaY”

The Valentines Dat forecast has to be her/his best.
I just wish I didn’t have an image of a fat old man sitting is his socks at the end of the bed writing under the pseudonym of Ella… everything else I can forgive and forget!
Looking forward to next week…
T

Or even, “Que Será, Será”…
;))