Anglo Asian Mining Share Discussion Threads

[jbravo2] 30/11/2020 16:31

Great article TTM
Once these developments start getting RNS’ed people will flock to this. Sotk is capable of more than doubling production.

Only a few hours to go til the last region handover happens (Lachin) which will secure all the southern borders right up to the Armenian border.
Few other interesting bits to watch. Kapan amongst them. I don’t think Charaat mine under the border into Azerbaijan but can’t be sure. If they do we can expect their share price to suffer. Certainly will be some logistical problems for some towns along the border. Eg Goris-Kapan road crosses into Azerbaijan a few times. That will be clamped down on for now.

Going to be an interesting year.

[pogue] 30/11/2020 16:30

Wan
I used to have a high yield portfolio sold most of it going into CV19 and put it in my trading portfolio having learnt in 2008 HYPs dont fair well in big market turndowns had planned to buy back but currently have a lot of time on my hands so am keeping the money in trading.
Here are some classic HYP shares to look at IMT, GSK, AAZ, RDSB, BP, BAE, BATS, LRE (they give very large one of specials) AV, SSE, NG, TSCO, MARS then there are the banks but I would give them a miss if you think gold and BTC are the future, REITS but those are mainly dependent on retail and offices and I am not convinced those are going to recover any time soon. There is off course the fixed interest KS mentioned RAVP but it is going down when others are going up or remaining stable so would avoid, others to look at are ELLA and BOI those were my favorites still hold some BOI I need to sell at some point as I see a problem with fixed interest in a high inflation environment, ie they will go down in price so the return will rise to compensate for inflation. Fixed income is a whole new subject though.

[mr roper] 30/11/2020 15:55

For divis - Plus is well worth holding, jse another, anyone looking at large caps, glen, Rio, bp, shell?

[11_percent] 30/11/2020 15:51

Wan,

Divis.

KS beat me to it.

These are what I have.

DGOC
CAML
STCM (which you have)
RAVP (the preference shares, not the actual shares - RAV)

Also try ENQ1 - Enquest bond. Running yielsd 11%. Goes with the oil price to an extent.

[goldrush] 30/11/2020 15:44

TTM

Good find and very positive stuff.

[odsjp] 30/11/2020 15:43

Updated with Sharekitchen and fez


Week 4 - Start (updated)

[thistimemaybe] 30/11/2020 15:30

Anyone know anything about this news website?

hxxps://www.yerepouni-news.com/2020/11/30/74-of-the-zod-soyudlu-gold-deposit-should-go-to-azerbaijan/

We've been thinking the bulk of the mine is on Azerbaijani soil, but this article raises the possibility that they've just been looting the Azerbaijani side first:

"Armenian businessmen took advantage of the occupation of the Kalbajar region and worked intensively on the rich Azerbaijani site, in a large area, trying to extract as much ore as possible from our zone. The Armenians wanted to ditch our part of the deposit so that we would not get anything. But I am sure that after 27 years of occupation and barbaric development, the Soyudlu field is not empty. In the coming months we will begin monitoring this zone and assessing the damage,” Aliyev told ASTNA."

[brasso3] 30/11/2020 15:00

BTC at $19.7k!

With every week a new player steps in...

[wanobi] 30/11/2020 14:49

DP - one for Dave to look at :-) Cheers Wan :-)


free stock charts from uk.advfn.com

[king suarez] 30/11/2020 14:40

I used to hold RAVP and CAML. Bought CAML at the wrong time and suffered a capital loss, RAVP was good for some income for a time, but I sold at some point to pursue growth stocks.

I am not (yet) at the stage where I can just pick high div shares and be content with a nice income - I need more risk, for better or worse!

[wanobi] 30/11/2020 14:38

many thanx ot3 & KS, have added those to my research list to be worked on over the Xmas period :-) , quick look at the APF chart seems to support your beliefs ot3 but I'll look again later,,, cheers Wan :-)

[otemple3] 30/11/2020 14:36

KS, all three of those are former holdings of mine so we obviously fish in the same ponds! Only sold RAVP as loved the fact you could take scrip and pay no tax (unique to this pref share I think) but they have now made the scrip price unattractive for a number of periods :-(

[king suarez] 30/11/2020 14:30

Picked up a few more SAVE.

[king suarez] 30/11/2020 14:20

CAML also were paying a very good dividend, which they temporarily deferred (now re-introduced) due to uncertainties over a tailings damn leakage, which has since been rectified. They are copper and zinc with long LOM - share price has been rising on the back of commodity price rises.

DGOC also pay around 10% divi - natural gas play.

RAVP - I have mentioned before, pay over 10% - Russian warehouse rental.

[otemple3] 30/11/2020 14:16

Wan, try APF - yielding c. 7% and imho probably has the potential to do 50-100% in the next 1-2 years (seems to have been left behind from recent recovery so is at March lows again). Seems to have very strong support at £1 (I don't do technical analysis but that's my reading from the chart!) which is basically where it currently is

[wanobi] 30/11/2020 14:06

I'm looking to build a high DIVI paying porti with companies that pay good divi's and also have the potential for big MCAP/SP gains,,, sounds easy enough LOL LOL,,, anyhow, so far on my list I have AAZ, STCM, EVR, BP and IMB,,,,, any suggestions will be gratefully received, many thanx, cheers Wan :-)

[lefrene] 30/11/2020 13:26

Goldrush, yes Ordubad is a bonus I forgot to mention.


I'm not sure if this will help the price of gold but Indonesia is now dropping the US $ to trade with China, and is using their own currency. They do $70 billions worth of trade with China annually. Presumably this is at the behest of China as it seeks to undermine the USA, and the $ empire. I wonder if others will follow?

[brasso3] 30/11/2020 13:24

Wanobi

I do not agree with that. I think gold and BTC are different assets but both anti fiat currency.

Dan Tapiero recently made a good point in an interview. Hes sees a migration of bond (old safe haven) investments moving to gold as and maybe some existing gold investors migrating to BTC. However BTC will be much more attractive to the younger generation with higher appetite for risk. He also stressed that hedge funds/ institutions are still heavy into bonds and very light on gold.

[wanobi] 30/11/2020 13:19

Winklevoss twins on CNBC today - you'll like this one chaps,,, their target is $500,000 per Bitcoin within 10 years,,, their justification, it will take over Golds position in the world,,, gold was the investment in the 1970's,,, but now its the digital gold called Bitcoin..... gold is old, clunky, difficult to move around and buy things with,,,, bitcoin makes all that easier and like gold it's not a fiat currency, it cannot be printed,,, cash is trash, bitcoin is the emerging store of value!!!!! never say never huh :-) LOL amazing,,, they are super confident about it :-) we shall see,,,, GLA Cheers Wan :-)

[goldrush] 30/11/2020 13:15

lefrene

I would also put in Ordubad

I am a bit more optimistic than jb2 re timeframes....Nachivhan is where the ruling family come from. The president's work has now paid off. The corridor to the territory as part of the Agreements is in play ....once it happens things will move fast......and WE will be told to move fast also.....IMHO

Last week we saw news about the initial restoration of rail links which I copied to the thread ......yesterday we saw news about gas contracts supplying gas from Turkey.....the family will not hang around....Again IMHO

[goldrush] 30/11/2020 13:06

Matt, C0lin and mad

Over the past few weeks that is what I have been thinking.....Matt could it be the Fund you highlighted last week increasing their stake....or a new one....

[gutterhead] 30/11/2020 13:02

yes, spot on Lefrene

[goldrush] 30/11/2020 13:00

lefrene

Excellent summary 👍👍

[lefrene] 30/11/2020 12:53

I stick to the simple basics, despite gold retracing a bit AAZ gross margin is still over $1100. It looks like the company is going to get access to three more mines that shouldn't take too long to get into production given the company cash pile, plus of course there's the 30 odd prospects revealed by the heli survey, and the Irish prospect. Money creation is going on faster than a house fire, you can fake fiat currency, but you can't print gold, silver and copper.

This isn't a 'pie in the sky' typical AiM talking but not walking shop, it's a very profitable miner, with excellent near term and long term prospects, debt free and with a hefty bank balance. Plus it hasn't been diluted to toilet paper to keep a bunch of suits in flash cars and fancy houses. AAZ is an actual solid divi paying investment, a rare thing and near mythical thing on the AiM.

[e43] 30/11/2020 12:12

That looks right DP, but there also looks to be a v consistent seller putting 10,000 share sales in?