Anglo Asian Mining Share Discussion Threads

[bamboo2] 28/5/2020 15:24

EVG, Potential turn showing on my chart tomorrow Friday 29/5/2020/Monday 1/6/2020
Topped up

[wanobi] 28/5/2020 15:23

HOC - FRES - wonder if these gaps will fill :-) Cheers Wan :-)


free stock charts from uk.advfn.com


free stock charts from uk.advfn.com

[mad foetus] 28/5/2020 15:03

Given no news for a week and then this note it provides an objective test of share price Angels influence and reach in the market.

[wanobi] 28/5/2020 14:47

TXP - don't forget proactive presentation tonight KS, cheers Wan :-)



CAML, ORPH, HZM & TXP all presenting :-)

[goldrush] 28/5/2020 14:42

Matt

Many thanks for the SPA Note. It is indeed a very professional Note.

I particularly like

" The cash buffer that is set to expand to >20% of the current ~$180m market capitalisation represents capital that can be used to grow the business organically, potentially accommodate value accretive M&A or step up dividend payments." Says it all really.

I note there is no mention of Contract Area extensions or negotiations with Government.

I guess this no longer needs to be said and the negotiations are continuing well.

Now for Hardman ....

[bumpa33] 28/5/2020 14:27

Devonlad - yes, it hadn’t gone unnoticed :)

[dan_the_epic] 28/5/2020 14:24

Nice note thank you for posting Mattjos.

Gold will do what gold does but the free cash flow generation here is great.

[lefrene] 28/5/2020 14:14

Cinoib, sadly NZ has choked itself to death on a myriad of pettifogging regulations. As an instance my daughter had a 25' x 30' pole barn put up, she was allowed to dig a rain water soak-away herself, but not allowed to dig the 10' trench that led from the barn to the soak-away. Oh no you had to get in a qualified trench digger for that!

And don't think about popping 400yds down to the shop on your bike without a helmet either, or putting a small window into the side of the house without a stack of forms and planning consent.

AAZ remains a bargain conundrum, I just wish I had some spare cash.

[wanobi] 28/5/2020 14:10

free stock charts from uk.advfn.com


Cheers
Wan :-)

[bozzy_s] 28/5/2020 14:10

Thanks Matt. Getting a bullish target from share price Angel is like getting blood from a stone. But it's a decent effort.

There's nothing particularly new to regulars on this BB. But hopefully it'll attract some new money.

Lots of highlights in there. One of my favourites is forecast cash in Dec-2021 of $57 million. That's after paying the best dividend in London for a gold miner. And being share price Angel, it'll be a conservative estimate.

[devonlad] 28/5/2020 14:06

Bumpa33, the C4XD chart has a very big gap on it from circa 23p to 33p, you would obviouslu know this. I might do a little more digging on that one, I like a big gap!

[wanobi] 28/5/2020 13:26

STCM - I see a Darkpool is in operation there today!!! interesting, cheers Wan :-)

[wanobi] 28/5/2020 13:23

"The whole secret of investment is to find places where it’s safe and wise to non-diversify. It’s just that simple. Diversification is for the know-nothing investor; it’s not for the professional." - Charlie Munger

so important, especially on AIM :-)

Cheers
Wan :-)

[gold finger 1] 28/5/2020 13:23

So another piece of good news with no reaction to share price
Seems no news is good enough here.
NEXT.

[wanobi] 28/5/2020 13:22

YIKES, KAT, yep, well done for getting out and giving others here the nod to do so also ODR,,,, cheers Wan :-)

[wanobi] 28/5/2020 13:19

aha, thanx pogue, cheers Wan :-)

[pogue] 28/5/2020 13:18

Wan
listed on 8th May on NASDAQ, delisted from AIM then. 4 to 1 rationalization so the AIM close is a lot less than NASDAQ opening which was actually discounted to the AIM close (x4).

[wanobi] 28/5/2020 13:17

BPC :-) nice GLA Holders, Cheers Wan :-)




free stock charts from uk.advfn.com

[wanobi] 28/5/2020 13:08

GAN - thanx pogue, will read those links later for sure, Cheers Wan :-)


free stock charts from uk.advfn.com




are they only listed on the NASDAQ now ?

Cheers
Wan :-)

[bumpa33] 28/5/2020 13:06

“friends and family” ODR

[wanobi] 28/5/2020 13:01

yep STCM also Mj, thanx for heads up, well done guys :-) Cheers Wan :-)


free stock charts from uk.advfn.com

[onedayrodders] 28/5/2020 12:58

Bumpa .. what did you mean by F&F

"smelt like an f&f to me"

[wanobi] 28/5/2020 12:53

many thanx for posting the note Mj, I've been out in the sun LOL,,, what a nice thing to come back to :-) Cheers Wan :-)

edit - best they have created so far with a real emphasis on how undervalued and safe AAZ is as an investment opportunity - for once :-) LOL,,, excellent..

[gutterhead] 28/5/2020 12:47

I’ve been especially critical of spangel and even asked a pointed question at the May 2018 AGM about efforts made to improve valuation.
This does look like a more thorough note so fair play, well done John Meyer.
187p is based on $1600 per oz and it looks obvious that we are likely to significantly improve on this.
It does point to Hardman likely target price of 220p as to date, they’ve been more bullish. Let’s see .....

[riggerbeautz] 28/5/2020 12:44

Well on 1st glance at least it’s ahead of the share price this time mj.

Thanks for that.