Anglo Asian Mining Share Discussion Threads

[friendzarin] 11/11/2017 00:17

That’s a bit of a fan dance Jeanesy. Can you just ask Bill what he would wish to keep private and then share the rest. 😉

[friendzarin] 11/11/2017 00:17

Whoops ..double post

[gutterhead] 10/11/2017 20:47

Thank you jeanesy, that’s encouraging

[jeanesy] 10/11/2017 20:43

I have a reply from Bill. Im not sure what I can share but I do know that the company had a board meeting and one of the items on the agenda was pr/ir and they are looking at ways to improve it !

[terropol] 10/11/2017 15:36

If the weather keeps on the warm side we may beat the end of year forecast on production.
And with the healthy copper and gold price the year end should show a very decent profit.
Guessing at a positive cash flow of 25-30m. $.
Our market cap approx 40m $.

Undervalued or what?

Have a great week end all.

[celeritas] 10/11/2017 13:04

Theres plenty of investment going on, a Caspian gas pipe line deal went through last month.

[davidspringbank] 10/11/2017 11:31

Catsick

I hear that they are going to build a railway from Baku to Turkey on the old Silk Road. I got this from the GEO thread.

[friendzarin] 10/11/2017 11:27

Catsick
Interesting article.Would have thought Aliyev's no 1 domestic priority is to sort out Nagorno-Karabakh and reach a rapprochement/settlement with Armenia. I can see the need to meet with Putin on that as he pulls the strings.Where that places Azerbaijan/USA links in this context I really don't know.

[2sporrans] 10/11/2017 03:40

Makes sense Catsick.
Can also see Turkey [Azerzis natural/traditional ally] fitting in well with this.
Mutual desire with Iran to prevent/contain emergence of Kurdish state
+ Economic incentives trump historical regional competition + 'cultural' differences?

[catsick] 09/11/2017 23:54

Sounds like the azerais may be pivoting away from the west, a friend of mine recently wrote this piece While the media attention has almost exclusively been focussed on Donald Trump roaming through Asia, things also keep moving in other parts of the world. As has widely been reported recently, Vladimir Putin went to see the Iranian leadership in Tehran, meeting with president Hassan Rouhani and the supreme leader Ali Khamenei. Less known is the fact that the Azeri president, Ilham Aliyev, joined them.It is natural that countries that have had US sanctions imposed on them, such as Russia and Iran, feel in inclined to meet up, compare notes and potentially look to get closer to each other. But observers shouldn't be naive. These leaders don't hold a summit to merely demonstrate to the world that they protest America's behaviour. There is obviously much more to it than the eye can see.Let's not forget, Russia holds the largest amount of natural gas reserves in the world. Iran holds the second largest gas reserves. Together the two account for approx. 50% of total world reserves. By aligning and collaborating they could significantly influence the hydrocarbon market. Ali Khamenei has been quoted as saying that trade of such resources should from here on be transacted in national currencies as opposed to the US dollar. Despite the US sanctions and the uncertainty of the nuclear deal Iran cannot wait to be re-integrated into the world economy. Putin may well turn out to be the vicarious agent in this process. For one, last week's declaration from Tehran formulates the intent to develop a massive transport infrastructure project mainly linking Russia and Iran but including 10 other countries in the immediate proximity.And Azerbaijan is the obvious connecting route, controlling the area between the Black and Caspian Seas. Reportedly, the project is also meant to connect by rail and sea route both Indian Ocean and the Persian Gulf with the Caspian Sea. In the end, the infrastructure network is to connect the wider region from Turkey into the Middle East and the extended Eurasian plate. So, this is bigger than sipping tea with the Ayatollah. It's all part of a grand plan.Secondly, a key aspect here would be an official rapprochement between the Eurasian Economic Union and Iran. A free trade agreement has already been negotiated and is expected to be signed by the end of the year. For Washington, such development may not be in the eye of the beholder, but with powerful allies such as Moscow and the support of Beijing it will be difficult to wind back the global economic interest in Iran.In all this, Azerbaijan will be playing a central role. As the professor friend, who is an expert on the region, has been observing, Azerbaijan has been struggling with its banking crisis and an ailing economy. But he is confident they will get over this. Baku, as he describes a city looking like Bangkok in 1997, with partially finished buildings and empty towers everywhere, is a hotbed of investment opportunities for those who know what they are doing.If more of these cross-border initiatives come to life and Putin realises his dream of a Eurasian plate widely united by economic interests, Baku could become one of the most important junctures of the 21st century. While America keeps meddling in the geopolitics of retaining its influence in the Middle East and containing China, it appears the rest of the world is busy moving on and continuing to build a future economic era throughout Eurasia.Think about this notion of countries united by economic interests again. It has long begun with China's east-west economic imperialism, pivoting South East Asia, Belt and Road and all. And it is now being perfected by Russia's north-south alignments, reaching from Saint Petersburg all the way to India. One wonders what role America can play in this, and how they will be able to exert influence going forward. Trump may be sightseeing in Beijing, but real deals are being done elsewhere.Please take a moment to check out Expertise Asia's web representation, including archive and sponsorship options. Thank you. Click for website view

[mattjos] 09/11/2017 22:24

just noticed .. over 319,000 page views since I set the thread up ... don't be fooled into thinking this is not being watched by slowly increasing numbers on the ADVFN community. I believe there are plenty of fresh investors simply waiting for the necessary catalyst to get stuck in to the stock. Not far away now as the fundamental business model is now very cash generative & the company grows financially stronger with every passing day.

I remain persuaded of a maiden & then on-going attractive dividend here next year & the first indication of that will likely be Reza's loan being cleared down.


1p per share, in 2018, for starters - split 0.35p and 0.65p over the year will be a good start and pretty negligible impact on the business.
That is easily underpinned by the NAV & the free cash flow, in fact far, far less than interest payments that were due payable through 2016 & 20-17 .. which were made throughout.

[mattjos] 09/11/2017 21:51

Gold is slowly printing a nice double bottom & rounding reversal pattern.
Still needs a few more days to confirm but, the bulls are creeping back in and getting bolder.

Might be a lot of Saudi's switching cash to gold in readiness for a de-bunk & they do have some firepower.

[basem1] 09/11/2017 20:37

Yes but it was nearly 1.5p on the bid. 27.377p last night for 45000 28.75p tonight. I added 15000 late on as the spread had tightened. 42p my Xmas target.

[gutterhead] 09/11/2017 20:33

It’s amazing how .25p raises the mood and activity!

[jeanesy] 09/11/2017 20:15

A blue day at last ! POg on the up .Weather still nice and mild. Here's hoping for a better end to the week tmw !

[brasso3] 09/11/2017 19:50

Posts 7102 and 7104 on the CHIP thread are worth a read.

[basem1] 09/11/2017 16:16

Deg time to buy now, you can sell volume at 28.75. Must be some large buys gone through somewhere.

[jbe81] 09/11/2017 15:42

Gold slowly working its way back to $1300, should see more buying here.

[jbe81] 09/11/2017 15:38

Not far from moving up here

[jbe81] 09/11/2017 15:29

Got some more today as well, good level to buy

[puntogt] 09/11/2017 14:12

This might help the gold price in the next few days.

[davidspringbank] 09/11/2017 11:22

I've just bought more - copper is rebounding.

[friendzarin] 09/11/2017 09:04

Good post 2s and accurate perspective in my view. I’m a little disappointed that the momentum that was building up was lost as a result of the RNS not hitting the spot since the ‘next leg up’ might now be underway with more good news to come. Anyway I added more once we were below 30p again and await ‘the meat ‘ you spoke of.