Aksier,Strategy is an important ingredient to the composition of...

Aksier,

Strategy is an important ingredient to the composition of the cake.

Placing a value on Camel Hills for ARM is very difficult. ARM's revaluation during 2009-2010 from its cash backing position in early 2009 was attributable to its Manganese. Camel Hills contributed very little if anything to perceived value of the Company in the market.

On an exploration front ARM is heavily focussed on its Manganese front. Demonstrating this commitment to its shareholders may have been difficult if it were perceived to have been pooring resources into another project whilst also trying to develop the next generation project behind that.

So Camel Hills is clearly parceled up and ready to go. By ensuring it received dedicated exploration, whilst generating a marketable asset value, ARM can now highlight its holdings in DSN as a very real consideration in the valuation of the stock. Put simply ARM's ownership of DSN must now be factored into the valuation of its shareprice. I believe nothing is factored in at the moment.

The path to ARM being a multi producing project Company is also made easier by this move. Assuming it succeeds at Capricorn South East, then any subsidiary success, such as DSN will obviously looked upon as an easy takeover target in the future, at which point both DSN and ARM would receive appropriate market valuations based on their production capacity's.

Anyway heres to a succesfull future.

IMO
DYOR