reports
- David Seers
- Paul Smith
Arc Minerals (ARCM LN) - Acquisition of the Chingola project - Corpora...
Arc today announces it has acquired a new copper project in Zambia. This one lies in the CopperBelt close to the Congo border at Chingola and along strike from operating mines owned by Moxico and Vedanta. We continue to see fair value in Arc at 5.8p and make no changes yet until the acquisition is completed, and we learn more of Arc’s plans for exploration in the licence but note that this is the value we see in the licences before any significant discovery is potentially made.
- Paul Smith
Audio Note: Arc Minerals - New drilling extends known copper mineralis...
In this audio note, Zeus’ Paul Smith summarises the investment case for Arc Minerals. Arc announced the results of the drilling by its JV partner in Zambia – Anglo American. Results from these early holes look impressive with significant high-grade copper (e.g. 7.7m grading 1.7% copper) or thickness (40.6m grading 0.6% copper); the latter are mineable grades as the Sentinel mine just to the east of the Arc/Anglo licences proves.
- David Seers
- Paul Smith
Arc Minerals (ARCM LN) - New drilling extends known copper mineralisat...
Arc today announces the results of the drilling by its JV partner in Zambia – Anglo American. Results from these early holes look impressive with significant high-grade copper (e.g. 7.7m grading 1.7% copper) or thickness (40.6m grading 0.6% copper); the latter are mineable grades as the Sentinel mine just to the east of the Arc/Anglo licences proves. Of the six holes drilled we are still waiting for assays from three so we expect more good news to come. This is an early stage of an intensive co...
- David Seers
- Paul Smith
Arc Minerals (ARCM LN) - Anglo reinforces its commitment to the Zambia...
Arc Minerals today reports that Anglo has paid Unico (67% held by Arc) the next committed $1m to earn into the Zambian Copper Project (ZCP). As a reminder, Anglo is planning to pay $84.5m to earn a 70% stake in the ZCP with $14.5m of that paid to Unico in a series of staged payments. We still view this as an exceptional earn-in arrangement whereby Anglo pre-pay the JV partner upfront and not just put money in the ground.
- David Seers
- Paul Smith
Arc Minerals (ARCM LN) - Botswana drilling results confirm copper mine...
Arc Minerals today reports on its copper assays from its recent 3,000m drilling campaign in Botswana. It reports that in one hole (ALV-DD-004) of this first phase of drilling it intersected 1.29% copper equivalent* over 3m, all within a broader intercept of 6m grading 0.82% copper equivalent from its Virgo project (licence PL 135/2017). The company reports that it is pleased with the first phase of drilling from a geological setting similar to MMG’s Zone 5 deposit and will target its next phas...
Hybridan Small Cap Feast - 7 November 2024
tatus of this Note and Disclaimer This document has been provided as a general market commentary and is issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as investment advice; a recommendation; an offer to sell; nor solicitation of any offer to buy any security or other financial instrument. Nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. The in...
- David Seers
- Paul Smith
Arc Minerals (ARCM LN) - Zambia - Drilling Results
Arc Minerals reports today that it has received drilling results from Anglo American on drilling at its ZCP (Zambian Copper Project); in which Anglo is earning a 70% stake in the licences (held 67% by Arc). The JV is excited about the current target at Muswema it is drilling which “exhibits alteration mineralogy comparable to known deposits within the Domes Region, with visible copper mineralisation observed in the core“. It’s early days, but if Muswema provides a series of multiple copper-ric...
- David Seers
- Paul Smith
Arc Minerals (ARCM LN) - Zambian licence update
Arc Minerals today confirms that it has received notice from the ministry of mines in Zambia that the applications for converting the Handa and Zaco licences to Large Mining Leases are in order. These had previously been prematurely submitted for approval which, according to Arc, was in error; that appears to be the case. The administration error has not stopped exploration work on the properties and its JV partner - Anglo American which is earning 70% in the licences – began drilling in August....
- David Seers
- Paul Smith
Arc Minerals (ARCM LN) - Interims and Botswana drilling
Arc today reports both its interims for the period ending June 2024 and also provides an update on its progress in drilling its Botswana copper projects. As a reminder Arc has a high priority project in Zambia in which Anglo American is earning a 70% controlling interest by spending up to $88.5m. Arc made a headline loss of £0.5m in the half year and after raising just over £4m in March 2024 had £2.4m at end June after repurchasing shares held by a Swedish institution and paying for the explorat...
- Emily Liu
Hybridan Small Cap Feast 14 June 2024
14th June 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objecti...
Arc Minerals Limited: 1 director
A director at Arc Minerals Limited bought 1,420,866 shares at 1.76p and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
Hybridan Small Cap Feast - 12 Mar 24
12th March 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced Dish of the day Admissions: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: Reverse Takeovers: Change of Market: Our daily digest of news from UK Small Caps If you would like to unsubscribe, please email with “unsubscribe me”. Hybridan Chefs Banquet Buffet*** ...
- Emily Liu
Hybridan Small Cap Feast 27/10/2023
Dish of the day Joiners: No joiners today. Leavers: No leavers today. What’s cooking in the IPO kitchen?** Announced ITF 2 October: Adsure Services, the holding company for TIAA Limited, a specialist business assurance provider operating across the Housing, Healthcare, Government, Education, Charities, and other sectors in the UK, intends to join the Access Segment of the AQSE Growth Market. Admission expected on 30 October. Tekcapital announced intention to spin off and IPO on 2 October: MicroS...
- Emily Liu
Hybridan Research: Sector Review: Critical minerals for UK - mining an...
Virgin mining: Energy security and decarbonisation are driving the race in the sourcing of critical minerals from the natural world. This has contributed to the revival of exploration activities in the US, Europe and to a lesser degree the UK. For example, the global identified lithium resources increased from 40m tonnes in 2015 (the Paris Agreement year) to 97m tonnes in 2023, at a CAGR of 12%, according to the U.S. Geological Survey data. For example, there was no identified lithium resources ...
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