Dan Mavr Profile picture
May 28 11 tweets 5 min read
1/11 🧵
10 reasons why I think @AsiametTweets will be the next big #AIM winner, becoming a globally significant polymetallic producer, focused on copper first.
#Asiamet #ARS
asiametresources.com
2/ Macro environment has never been more favourable. Copper demand is on the rise, supply is in decline. Simple equation where the result spells trouble. And therefore opportunity.

spglobal.com/marketintellig…
3/ Management done it all before. Experience from:
Rio Tinto, Oxiana, Oz Minerals, Tigers Realm Group, EMR Capital, C3 Metals, Baramutiara Prima, Newcrest Mining, BHP Billiton, Exxon Mobil, Freeport McMoran, Merdeka Copper Gold, Bumi Resources, Agincourt Resources...
No newbies.
4/ The right connections.
Non-Exec director Mr. Feng (Bruce) Sheng, through the holdings of Asipac Group, owns 8.16% of Asiamet. Mr. Sheng is the vice-chairman of Australia China Business Council, Victoria branch.
When the time comes, the right doors will be open.
5/ More of the right connections.
Non-Exec director Eva Armila Djauhari, one of the few mining law practitioners in Indonesia. Actively involved in preparing the proposal to the revision of the 2009 Mining Law...
armilarako.com/teams/eva-a-dj…
6/ ...together with the Association of Indonesia Mining Professionals (PERHAPI) and the Indonesian Mining Institute (IMI). Page 26 for commentary from Eva. Who's better to have on board than those who wrote the rulebook?
legalbusinessonline.com/sites/default/…
7/ Right people attract the right interest.
Indonesian coal mining major PT Delta Dunia Makmur Tbk (DOID) took 15.36% stake in 2021, first through Mr. Ashish Gupta. Great friendships help great projects happen.
agincourtresources.com/wp-content/upl…
8/ Roadmap to mine building is clear.
Synergies facilitate progress. DOID is driving diversification away from coal. Asiamet are their first partner. Due diligence is in its final leg. The macro is right, the team is right, the diligence is expected to confirm it shortly.
9/ #Asiamet's value is growing quick. Just one site, BKZ, has just jumped from $300m to $1.5b in-situ value from just 8,630m of drilling. Latest interview below. And that's one site of many.

Interview:
All sites: asiametresources.com/projects/
10/ Dedicated & experienced CEO shortly to be at the helm. Expert on mine start-ups and commissioning, copper and
polymetallic open pit mining operations, over 7 year’s direct
operating experience in Indonesia. Headhunted just for #ARS.
asiametresources.com/wp-content/upl…
11/ All of this is about to conclude in a transformational deal to be signed with DOID, and you still have a chance to join before the news comes. Copper, gold, silver, zinc & lead. All at the start of commodity supercycle. My money is where my tweets are!

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