Anglo Asian Mining Share Discussion Threads

[user2007] 23/7/2020 08:21

Not sure as Reza and John will not sell the co cheaply. However I would like to know at what price they might consider it.North of 3GBP mabe ...

[brasso3] 23/7/2020 08:21

Did you see the fun yesterday at MBO?

[wanobi] 23/7/2020 08:20

SYM 163% up and rising LOL GLA Holders, cheers Wan :-)


free stock charts from uk.advfn.com

edit - 173% UP

edit - 180% UP

edit - 190% UP

[onedayrodders] 23/7/2020 08:19

mad foetus ...dropped you a private message, if you've seen it, no problem.

[wanobi] 23/7/2020 08:17

well done fozzie, nice job :-) Cheers Wan :-)

[fozzie] 23/7/2020 08:14

The negative posting around POG and the boardroom shenanigans a few weeks ago was incessant. The majority of posters ( some well meaning) advising to get out of the shares pronto as these nasty Russians would seek to destroy value and take the company and its pox hub for themselves. Pleased to say that I steered my own course and bought heavily down to 25 area and therefore delighted to see this mornings statement. I have sold a few and will sell a few more into this rise as overweight.

[brasso3] 23/7/2020 08:02

Nice Q2 figures at SRB this morning all things considered.

[wanobi] 23/7/2020 07:58

POG should rocket today,,,,,right, surely, right, must do, right,,,,, now watch it fall,,, Wan has spoken LOL, LOL, GLA Holders, Cheers Wan :-)

[gold finger 1] 23/7/2020 07:56

If gold continues it rise,it will not be long before AAZ will be turning over more a year than its Market cap.

[wanobi] 23/7/2020 07:54

thanx for heads up Rb, I see those last two candle sticks & will watch today :-) Cheers Wan :-)


free stock charts from uk.advfn.com

[jaspoland] 23/7/2020 07:53

Let's put it this way. If the market doesn't wake up soon to AAZ then someone else will. Majors are throwing off cash at these prices and not only would they be getting a profitable company they would be getting the likes of Stephen as employees.

Unless we rerate AAZ will be toast by Christmas

[mad foetus] 23/7/2020 07:51

In all seriousness, I think the deal with Conroy is good, but in my experience dealing with construction in Ireland, especially in the border counties, is fraught with difficulty. I have known utilities refuse to carry out statutory duties based on something that an ancestor of the current owner once said to someone generations ago. And you can forget enforcement. It is very eye opening.That said, the big news imo is getting access to the dip down 2-3 years ahead of schedule. That could be a game changer in terms of production for the foreseeable future. If we can generate 45k in H2, with access to the dip down only starting in Q4, surely 90k in 2021 is easily achievable. Maybe even higher?

[wanobi] 23/7/2020 07:42

Spot Gold at 1874 !!!!!! come on AAZ !!! :-) LOL
Brent at 44.42

Cheers
Wan :-)

[katsy] 23/7/2020 07:36

Gold and Silver now truly breaking out, surely at some point this will have to reflect here. Many pipe dream miners are worth more than this.

[riggerbeautz] 23/7/2020 07:36

Interesting buzz around GGP/Newcrest results, see what it does to the share price today.

[wanobi] 23/7/2020 07:26

many thanx pogue,,, I shall bear that in mind :-)

Cheers
Wan :-)

[pogue] 23/7/2020 07:21

Wan
don't get carried away by lists of where its good to invest Azerbaijan was 152 out of 198 in 2019 on the most corrupt countries in the world list and everyone thinks its a stable place to invest, at least when asked about AAZ.

[wanobi] 23/7/2020 07:20

Brasso, that's a challenge for the weekend I think,,,, if I get the time :-) Cheers Wan :-)

but for now, looking at the charts for each; approx numbers are..

since Dec 18 :-
Gold 1200 to 1868 = 1.55x
AAZ 90p to 129p = 1.43x
POG 6p to 31p = 5x
PUR 40p to 128p = 3.2x
FRES 800p to 1171p = 1.46x
HOC 150p to 257p = 1.71x
HGM 150p to 250p = 1.67x
CEY 100p to 194p = 1.94x

interesting results huh :-)

and for completeness, I've cut and pasted KS's following explanation here also,,, many thanx KS :-)

Yes, it doesn't make sense, Wan. At steady state production and costs, profits before tax should be double at $1,850 v $1,200 given $600 as the AISC (the sales margin has gone from $600 to $1,250 per oz).

We are not as leveraged as some miners, due to the relatively low AISC, but should still have seen a rise to around £2 a share imo, even without improved balance sheet and exploration results... certainly lagging for one of the many speculated reasons, or otherwise.

Oh and Great Effort C'drum :-) , many thanx..

Cheers
Wan :-)

[wanobi] 23/7/2020 07:06

POG H1 :-) looks good to me :-) LOL GLA Cheers Wan :-)

23 July 2020

Petropavlovsk PLC

2020 Half Year Trading Update

Petropavlovsk PLC ("Petropavlovsk" or the "Company" or, together with its subsidiaries, the "Group") today issues its trading update for the period from 1 January 2020 through to 30 June 2020 (the "Period" or "H1 2020").

Highlights

Gold production and sales

-- A 42% increase in total gold production to 320.6koz (H1 2019: 225.0koz), including 178.0koz from the processing of own and third-party refractory gold concentrates at the POX Hub

-- A 39% increase in total gold sales to 312.4koz (H1 2019: 225.0koz) in H1 2020, including 170.9koz produced from the processing of own and third-party refractory gold concentrates at the POX Hub

-- Average realised gold price of US$1,640/oz in H1 2020 (H1 2019: US$1,286/oz)

[wanobi] 23/7/2020 07:03

also like this :-) Cheers Wan :-)

[wanobi] 23/7/2020 07:02

many thanx to bleepy on the main AAZ thread for this report,,, it's great read, even for a mining numpty like me :-) LOL, I particularly like the extract I've taken out of it and pasted below,,, the more I read about this JV the better the deal AAZ has done seems,,, to me anyhow,,,, :-) :-)

as the The Monkees once said

Then I saw her face, now I'm a believer!!!!!!!!!

GLA
Cheers Wan :-)



Mining in the Republic of Ireland

Ireland is a mining friendly and business friendly jurisdiction, which in 2017 came 4thmin the world for investment based on the Investment Attractiveness Index. This placed it above Western Australia which ranked 5th. Further, using the Policy Perception Index as a measure, the Republic of Ireland came first for the fifth year in succession

[wanobi] 23/7/2020 06:57

Good morning all, Good luck and good health today :-) Cheers Wan :-)

[mabel 123] 23/7/2020 04:47

Momentum Structural Analysis
@Oliver_MSA

I recently did an interview on
@CrushTheStreet
where I talk in-depth the precious metals bull market, banking stocks, distortion caused by tech, etc. Check it out at the link below!



Very bullish analysis on where gold and silver are going. Michael Oliver. 31 mins

mabel

[mattjos] 23/7/2020 01:42

bleepy .. many thanks for the Brandon Hill broker note. The author, Peter Rose, really does know his stuff. That is an excellent, excellent note. Not read a broker note written with such understanding and authority or a long, long time.
PDF'd and filed for the future

My instincts are that we will be hearing a lot, lot more about the Longford-Down Massif in the years to come.

[thejonah] 23/7/2020 00:34

Oh no! I've been filtered by Cii Nob! How will my life carry on?