Extremely confident Anglo will put in a offer that will transform #ARCM into a behemoth.

Why?

First thing is to get to know the motives of the man behind the Anglo negotiating table. Thread below is my introduction to Anglos NW Zambia expert and his “missing copper” ⬇️

1/7 https://twitter.com/bradleyeaston5/status/1333440324245610497
David Wood the man in charge of this transaction believes there are over 5 missing FQM Sentinel deposits scattered around where #ARCM holds its licenses.

That is 5 Tier 1 assets potentially sitting in our tenements. Locating just 1 would be explosive let alone multiple.

2/7
He also goes some way into explaining how to find these missing Tier 1s.

His answer? Copper-scandium ratio mapping.

This is a proprietary mineral discovery methodology of DW which he strongly believes is key to locating his missing copper.

3/7
Below I’ve stitched #ARCM license (East) with the license area of FQM Sentinel (West).

The figure shows the copper-scandium ratio map Anglo has completed for Arc as part of their technical review.

The large red blotches are areas where mega pools of copper are indicated.

4/7
As you can see #ARCM holds 4 targets of similar size to the Sentinel Cu:Sc anomaly

DW has used his proprietary trick to find what he could not in FQM’s licenses. He has found the keys to his missing Tier 1s

At what cost would Anglo would miss an opportunity like this?

5/7
It is no lie when management at #ARCM have constantly reiterated their confidence in discovering MULTIPLE Tier 1s.

Our constraint as a Junior is about to be alleviated. An Anglo JV will bring the firepower and enable us to drill this out as it should to find the Tier 1s.

6/7
We all know what happened with #SOLG #GGP #EUA on hitting a Tier 1 - but do we know what happens when you find 4 Tier 1s?

With #ARCM Anglo know what they are dealing with here, they will fight for their old license, they know the potential, JV or takeout the brakes are off.

7/7
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