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Arc Minerals

Copper explorer, with a project stated to be in Kalahari Copper Belt (KCB), Zone 5 corridor.

NoneBotswana — as stated on the recordings

explorer copper NoneBotswana
Jun 2026Covered
6 of 10Topics on record
1 executiveNamed on the record
Stage
Explorer
Primary commodity
Copper
Jurisdiction
Kalahari Copper Belt (KCB), Zone 5 corridor
Latest appearance
26 Jun 2026
On record
1 interview · 14 statements · 1 executive

At a glance

What the record holds today. Every card names where it came from — a management representation is not an established fact, and the page never blurs the two.

Grade
about 6 meters at 0.8% copper from initial drilling
Management-stated Nick von Schirnding Jun 2026
Money on hand
Fully funded for the next 12 months
Management-stated Nick von Schirnding Jun 2026
What happens next
Drilling mobilization planned for middle of July, drilling starts end of July
Management-stated Nick von Schirnding Jun 2026
The main open question
The deposit remains highly exploratory: initial grades (0.8% copper) fall short of the 2% target needed to match existing expansion models, and no drilling has occurred on the license in 20 years, leaving geological and technical risk…
Weighed from the statements below, not our opinion of the company.
Our reading

Management view vs outside view

Management interviews are promotional by nature; the outside view is the counterweight. Both are quoted from the recordings, not added by us.

What management spends its time on

Counted from Arc Minerals's own claims across 1 interview — most-covered theme first.

What outside voices pick up on

No independent commentary on record yet — so far the page carries only the company's own voice.

Bull · Bear · Watch next

Weighed from the statements on this page — management's pitch and the outside view. Not financial advice, and not our opinion of the company.

▲ Bull case

Management says the company holds two adjacent licenses on the Kalahari Copper Belt's Zone 5 corridor in Botswana, where historical discoveries follow a predictable formation contact, and has 15 kilometers of prospective contact for…

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Management says the company holds two adjacent licenses on the Kalahari Copper Belt's Zone 5 corridor in Botswana, where historical discoveries follow a predictable formation contact, and has 15 kilometers of prospective contact for expansion-style deposits. With 6,000 meters of planned drilling fully funded for 12 months and initial intercepts of 6 meters at 0.8% copper already in hand, the team aims to define one kilometer of 2% copper strike by year-end—the threshold for a mineable expansion deposit.

▼ Bear case

The deposit remains highly exploratory: initial grades (0.8% copper) fall short of the 2% target needed to match existing expansion models, and no drilling has occurred on the license in 20 years, leaving geological and technical risk…

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

The deposit remains highly exploratory: initial grades (0.8% copper) fall short of the 2% target needed to match existing expansion models, and no drilling has occurred on the license in 20 years, leaving geological and technical risk unproven. The company's 15–17 million pounds market cap and reliance on 6,000 meters of drilling to unlock value mean failure to hit the 1 km × 2% strike by year-end would leave little room for near-term re-rating, and dilution risk on funding beyond 12 months is not addressed.

◆ Watch next

The 52 line kilometers of IP survey completes next week; drilling mobilization is planned for mid-July with drilling start end of July.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

The 52 line kilometers of IP survey completes next week; drilling mobilization is planned for mid-July with drilling start end of July. Year-end delivery of at least 1 kilometer of continuous 2% copper strike is the binary catalyst. Any extension beyond the 12-month funding runway, or grades materially below 2%, would signal exploration disappointment.

Each moment links to the exact point in the source recording. The cases are drawn from the transcripts, weighed as written — they are not a rating, a target or a recommendation.

Project 9 statements

The deposit 3

Key takeaway. Management reports initial drilling results of about 6 meters at 0.8% copper, and points to exploration upside along 15 kilometers of prospective contact where it sees potential for expansion deposits similar to MMG's existing expansion…

Read the full summary

deposits. The company notes 6,000 meters of planned drilling to further test this potential.

What was actually said
exploration upside
15 kilometers of prospective contact with potential for expansion deposits similar to MMG's existing expansion deposits
“if we have 15 kilometers of contact that is very prospective, if you want to find one expansion deposit that is a lookalike to the existing expansion deposit they are developing as we speak”
Nick von Schirnding· 26 Jun 2026·
exploration upside
6,000 meters of planned drilling
“we're fully budgeted to drill about 6 ,000 meters”
Nick von Schirnding· 26 Jun 2026·
grade
about 6 meters at 0.8% copper from initial drilling
“We've got about six meters at 0 .8.”
Nick von Schirnding· 26 Jun 2026·

Jurisdiction 4

Key takeaway. Management reports that Arc Minerals holds two licenses (135 and 162) in Botswana's Kalahari Copper Belt (KCB), specifically along the Zone 5 corridor.

Read the full summary

The company also has a presence in Zambia, as of June 2026.

What was actually said
country
Botswana
“we have a project as well in the KCB which Robin just talked about as well which we think it's becoming potentially the bigger beast in the portfolio. So if we focus on Botswana”
Nick von Schirnding· 26 Jun 2026·
country
Zambia
“Moving on to Zambia, which used to be the flagship project for ARK”
Nick von Schirnding· 26 Jun 2026·
permit status
Company holds two licenses in Botswana KCB: licenses 135 and 162
“We have two licenses involved in the belt. We have two licenses, the 135 and the 162”
Nick von Schirnding· 26 Jun 2026·
Show the other 1 statement
region
Kalahari Copper Belt (KCB), Zone 5 corridor
“We have two licenses involved in the belt. We have two licenses, the 135 and the 162”
Nick von Schirnding· 26 Jun 2026·

Technical risk 2

Key takeaway. Management acknowledges a significant technical risk at the project: no drilling has been conducted on the license in 20 years, and all copper discoveries in the belt have historically been found at the contact between the Guacopan and…

Read the full summary

Dakar rock formations. The company also notes a key assumption underlying its expansion deposit model — it needs to find at least one kilometer of strike with continuous 2% copper.

What was actually said
key assumption
Need to find at least one kilometer of strike with continuous 2% copper to match expansion deposit model
“You need one kilometer of strike. So those deposits, you have one to one and a half kilometer of strike...you want to make sure that you find at the very least a kilometer where you keep hitting two percent copper”
Nick von Schirnding· 26 Jun 2026·
stated risk
No drilling has been conducted in 20 years on the license; all copper discoveries in belt are historically found at contact between Guacopan and Dakar rock formations
“no one has ever drilled in 20 years on that grant. We hit copper straight away...where the copper occurrences happen is between two rock formations in Guacopan and Dakar”
Nick von Schirnding· 26 Jun 2026·

Economics 1 statement

Financing 1

What was actually said
financing status
Fully funded for the next 12 months
“we fully funded for the next 12 months”
Nick von Schirnding· 26 Jun 2026·

Timeline 3 statements

Timeline 3

Key takeaway. Arc Minerals management provided a near-term timeline for their project in June 2026.

Read the full summary

The company reports that completing 52 line kilometers of IP survey will finish the following week, with drilling mobilization planned for the middle of July and drilling starting at the end of July. Management says drilling is expected to be finished by the turn of the year.

What was actually said
milestone
Drilling mobilization planned for middle of July, drilling starts end of July
“we'll probably mobilize in the middle of July, start drilling at the end of July”
Nick von Schirnding· 26 Jun 2026·
milestone
Completing 52 line kilometers of IP survey finishing next week
“We are finishing about 52 line kilometers of IP. It's finishing next week, so we'll put an update in a couple of weeks”
Nick von Schirnding· 26 Jun 2026·
milestone
Drilling expected to be finished by turn of the year
“We should be finished by the turn of the year”
Nick von Schirnding· 26 Jun 2026·

Corporate 1 statement

Share structure 1

What was actually said
shares outstanding
Market cap of 15-17 million pounds as of a few days ago
“This is the market cap. So the point I want to make here is we have a market cap of, call it, 15, 16, 17 million pounds as of a few days ago”
Nick von Schirnding· 26 Jun 2026·

Sources 1 interview

Every interview 1

DateChannelInterviewStatements
26 Jun 2026 Proactive Investors Arc Minerals targets major Botswana copper discovery - One2One Investor Forum 14

What else those interviews covered

Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.

anglo-american 1
barrick gold 1
copper 1
first quantum minerals 1
galileo resources 1
leviathan 1
midnight sun mining 1
mmg limited 1

Questions people ask

What is Arc Minerals's project and where is it?

Arc Minerals is a explorer copper company, with a project stated to be in Botswana. Everything here is drawn from its executives' own interviews.

Which interviews mention Arc Minerals?

We track 1 interview mentioning Arc Minerals, across 1 channel (Proactive Investors).

What are investors saying about Arc Minerals?

No independent commentary is on record yet — so far the page carries only the company's own voice.

What do recent interviews with Arc Minerals cover?

The most-discussed topics on record are jurisdiction, the deposit, timeline, technical risk — each claim quoted and dated in the sections above.

How to read this page

What is here

Statements made by company representatives in the interviews listed above — each one carrying the words that made it, the date, and the recording. Nothing is added from any other source: if it was not said on a recording, it is not on this page. The one exception lives in the Claims & Checks record, which cites a metal price from our own feed so a stated cost can be set against it — and labels it as ours wherever it appears.

What is not verified

All of it. Resource figures, economics, timelines and promotional framing are management's own representations, checked against no filing and no technical report. Transcripts are automatic; we repair a clearly mis-heard word but never a number, a date, a unit or a speaker's hedge — “about 8.6 million ounces” keeps its “about”.

How to use it

Treat it as a map of what has been said, not as a source of fact. Where a figure matters to you, open the recording and read the company's filings. Nothing here is financial advice, a recommendation, or an offer to buy or sell any security — these are interested parties discussing their own company.

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