Anglo Asian Mining Share Discussion Threads

[wanobi] 16/1/2024 09:08

punters liked it Bumpa :-)

[wanobi] 16/1/2024 08:54

free stock charts from uk.advfn.com


Yep :-)

Cheers
Wan :-)

[11_percent] 16/1/2024 08:42

JSE

Gap at 29/30 filled.....buy an other opened up this morning.

[bumpa33] 16/1/2024 07:33

THG update - how “meh” can you get. More bluster from the Manc Musk.

Panmure and Liberum to merge, it’s tough higher up the food chain too in this mkt. more consolidation in the sector, the stronger join up, the weak go to the wall..

[wanobi] 16/1/2024 07:23

Good morning all, Cheers Wan :-)

[michaelfenton] 16/1/2024 05:53

I often try to persuade myself not to read comments on AAZ. So much ruthless negativity, which I consider unjustified. This is a great company which has had a torrid time but there is very much light in the tunnel. I will add a few more and put in the bottom drawer.

[2cmb] 15/1/2024 23:36

You can please some of the people some of the time but you can't please all of the people all of the time !!

Eh' podgyted ? Libro is just a plaything for AAZ.
What about Demirli ??? You can always pick the weak point but what about the good points???
My money says AAZ will become a mid tier miner in a few years.
Do you agree or disagree?
Just saying like. :-)

[podgyted] 15/1/2024 23:04

So all down to 2025.

Kick the can down the road one year at a time.

[podgyted] 15/1/2024 23:03

So is AAZ's 20% investment in Libero still worth $5.7m given its total market cap is $3.9m even after a huge rise today?

$47m turnover for AAZ for 2023 looks a bit weak compared to last year and I don't think there'll be much of a recovery in 2024.

[podgyted] 15/1/2024 22:48

On AAZ and Libero.

[mattjos] 15/1/2024 22:31

Make of this whatever you want:

[mattjos] 15/1/2024 22:04

big volume (Highest ever 1 day) on Libero Copper today and up 75%.

2016 gap filled & a big LT D.Bottom. Joint highest daily gainer on TSXV

[2cmb] 15/1/2024 21:11

Yes Matt. I loaded up today and some more tomorrow hopefully.
ATB.

[mattjos] 15/1/2024 20:48

anyway tentatively, as is the way of finding a turn in these things, I'm back in the market for AAZ .... a very bright future awaits and the door to that is pretty close now

[2cmb] 15/1/2024 20:45

Wan' I just want you to remember that when Demirli comes into the workings of the assets,how much is that news going to contribute to the shareprice? Read the main thread. Hence my buying twice today. Perhaps some more tomorrow.
You know I buy into an uptrend.
Well I have mentioned it to you before.
Good evening all.

[2cmb] 15/1/2024 19:42

1K 'I personally don't get bothered about the red markdowns.
I have not paid attention or commented about that recently. Only when it first started on both threads!!
It was an answer to Wan's post today that I commented.
Thank you for your post 1K.
You can please some of the people some of the times but not all of the people all of the time ! Or some words to that effect :-).

[wanobi] 15/1/2024 18:11

I see, I've been misunderstanding the situation all this time 1k, thanx for putting me straight :-) :-) :-)

Cheers Wan :-) :-)

[1knocker] 15/1/2024 17:21

2cmb, no board is properly established without a phantom down ticker! To be able to boast two is a mark of real distinction for any board.

[2cmb] 15/1/2024 16:29

GR thank you for your post. I just posted that message to inform Wan and any other shareholders in EEE from this thread. Better to know how news comes. You are right and let the RNS's do the talking. All sorts of rumours by any deramper can be unsettling. I don't hold any shares in EEE currently.

Nice to see AAZ shareprice get a bit of traction in the right direction. :-)

[wanobi] 15/1/2024 15:02

JSE - Malcy's view fwiw,,,

So, the skeletons in the cupboard continue to come back to haunt Jadestone, AKA Montara and Stag where, however hard the management tries to diminish their drag on the rest of the company, they remain key albeit slowing assets and the only way to lessen their effect is to grow the rest of the business. But that is what is happening, at long last.

But as they say in this statement ‘life of field costs at Montara and Stag will be higher than expected due to increases in repair and maintenance costs to maintain both facilities in an appropriate condition’. This is therefore going to lead to a likely non-cash impairment when the 2023 year end numbers are cranked and that was all that was needed for the market to send the shares down some 15%.

But there are plenty of pluses in the statement, even taking Stag out of the RBL redetermination will leave plenty of headroom going forward. Guidance one way or another was exceeded last year and the target for this year is 20-23 boe/d which could and should be a bit conservative but nothing wrong with that after what the company has been through. It is worth remembering that Montara which once stood for 80% of company production will be 20% by the end of this year.

Akatara is being completed and will start on time and the CWLH-2 is going to be a huge contributor and that’s on target as well for 1Q ’24. As Paul Blakely says Jadestone will be newer, higher margin and higher reliability assets in the future, I really believe that the company is on the verge of that change, indeed we are in that quarter now, let’s hope so, after the last couple of years this is no time to lose confidence…

[wanobi] 15/1/2024 14:55

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yep..

Cheers
Wan :-)

[wanobi] 15/1/2024 14:53

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still watching this GAP,, nice rise today!!

Cheers
Wan :-)

[master investor] 15/1/2024 14:51

Couple of gaps on the HVO chart. It will be interesting to see how far this pulls back.