Armadale Capital Share Discussion Threads

[novicetrade68] 13/2/2018 19:00

Acacia Mining is a special matter in any case, with a lot of history so to speak.

[balbains324] 13/2/2018 11:58

That was a good read, I am aware of the problems in Tanzania and there has already been a correction in the share price for most miners in the country including ACP. I believe the issue will receive clarity before we go into any sort of production, that's if we go into production. Also the mining licence will include details of any royalties that needs to be paid to the government. All in all I think we will be ok here with ACP.

[jsd71] 13/2/2018 10:27

Seriously we could do with more posters over at the LSE board, some of the guys here should join in.

[balbains324] 13/2/2018 10:09

Loool I'm just too excited!

[jsd71] 13/2/2018 09:54

Balbains, you should post your last comment on the LSE acp chat board. The more people who know about the massive potential here the better. Appreciate it dreamer!

[jsd71] 12/2/2018 14:14

February 1, 2018 12:45 pm JSTHot tech and rising economies disrupt materials supply chainsLongtime importers fret over higher prices and possible shortages TOKYO -- Steel, petrochemicals, timber, cardboard -- prices are spiking in a host of industries. Technological advances and lifestyle changes are driving up demand for certain materials and drawing supplies away from traditional uses. Powerful new players like India are also making their presence felt in the resource race. In other words, procuring materials in 2018 will not be for the faint of heart. Steelmakers' misery Manufacturers of reinforcing steel have a major procurement headache of their own -- thanks to electric cars. While there may be no obvious link between the two, vehicle electrification is complicating life for steelmakers by disrupting the market for graphite electrodes. The electrodes are mainly used in electric furnace steel production and are essential for making the bars used to make reinforced concrete, or rebar. But the price of raw materials for their manufacture has skyrocketed in recent months. So in December, carbon products manufacturer Tokai Carbon announced that it would double the price of its electrodes to 900,000 yen ($7,990) per ton from April. Other major Japanese makers like Showa Denko and Nippon Carbon are likely to follow suit. "It will be the most significant hike in electrode prices we have ever seen," said a director from mid-tier steelmaker Sanko Seiko. https://asia.nikkei.com/Markets/Commodities/Hot-tech-and-rising-economies-disrupt-materials-supply-chains

[ertugrul] 12/2/2018 11:16

Good buys coming in, we should be ticking up slowly but surely

[jsd71] 10/2/2018 10:10

According to northerngraphite.com, Jumbo flake size (XL) is now $1,750/t Current graphite prices US$/tonne (94-97%C)XL flake $1,750/t (+50 mesh)Large flake 1,150/t (+80 mesh)Medium flake $950/t (+100 to -80 mesh)Small flake $700/t (-100 mesh)

[jsd71] 08/2/2018 15:57

Agree novice. Also the resource could be upgraded further yet. This has got to be the most undervalued share on AIM.

[novicetrade68] 08/2/2018 15:17

And may I just add to that calculation jsd that jumbo flakes trade for $1600/t and there is a fair bit of that in their resource too, could well be closer to $7bn of total value in the ground..

[jsd71] 07/2/2018 16:33

£5 million mcap, $5.4 BILLION assetA quick calculation here.. 9.2%(Total Graphite Content) of 51 million tonnes (Graphite Resource) = 4,962,000tn4,962,000tn x $1150(large flake size price) = $5,395,800,000So Acp have potentially just under $5.4 BILLION of high grade Graphite! Acp Market cap is currently about £5 million. Absolutely massive potential here..

[jsd71] 07/2/2018 11:20

25% Resource Increase to 51 million tonnes. Excellent RNS again.

[balbains324] 07/2/2018 10:30

Cracking RNS.. 25% increase in resources!! Should get us a 25% uplift in SP!!. Miming plans are going in, news is flowing nicely....lookinv forward to the end of quarter 1. Very confident with my rather large investment here.

[novicetrade68] 07/2/2018 10:28

And:


-- Combination of a number of key factors - high overall TGC grade,

sizable indicated resource, ability to utilise convention flotation

circuit to produce premium quality product and near surface

mineralisation with super high grade TGC (see below) - all point to

the ability to produce an extremely robust initial scoping study which

will provide first pass project economics

[novicetrade68] 07/2/2018 10:26

Hm, what is not to like...

-- TGC grade and quantum of indicated resource confirms Mahenge Liandu as

one of the highest-grade graphite deposits in Tanzania and the rest of

the world

[ertugrul] 07/2/2018 10:13

RNS Very good news.Hopefully a good commercial deal is on card now

[jsd71] 02/2/2018 09:58

ENERGYINNOVATIONCAN GRAPHENE ENERGY POWER THE WORLD?https://thebossmagazine.com/graphene-energy/

[balbains324] 29/1/2018 08:29

This is a near definate multi bagger now. I can honestly see us in double digits if we get the mining licence.

[jsd71] 29/1/2018 08:25

Another excellent RNS, mininig application started and upgraded resource results by end of February. To add we'll have money coming in from the gold project sale too. Things are definitely moving here. "We are pleased at the progress we are making in developing Mahenge Liandu and hope to see an upgrade to the mineral resource estimate by the end of February, which we believe will provide investors, and potential end users, with a better sense of the size and scale of our Mahenge Liandu project. In addition to proving up the resource potential of the Project, these results will feed into the ongoing Scoping Study, which remains on track for completion in Q1 2018, marking an important milestone in the advancement of our Project.

[ertugrul] 29/1/2018 07:51

Morning allAnother good news Mining licence application already made

[balbains324] 29/1/2018 07:31

Nice update....looks like we are going to apply for a mining licence and the deposit is bigger than we expected with another deposit to the side. All looking good. My only negative is there is no JORC results which means we have a delay but they are saying Feb and also a constant stream of news.