Archipelago Resources Share Discussion Threads

[juju44] 12/3/2013 11:54

and look at gold. Come on AR get up there

[boadicea] 11/3/2013 15:17

"Archipelago Resources dazzles...."
... and Mr Market appears blinded by the dazzle!

I am greatly encouraged, although those who have been following will not have been particularly surprised as we have come to expect the company to meet its guidance.
It stands out like a beacon among its peers and far more than justifies its reasonable comparative rating on bald metrics in a market that is highly depressed across the board.

[contrarian2investor] 11/3/2013 14:03

Gold and junior miners are unloved at the moment. Which makes for an opportune time to buy companies like AR. which are delivering on their stated objectives and have assets in less politically sensitive regions.

Archipelago Resources dazzles after first year of production

[juju44] 11/3/2013 13:52

feels like total capitulation going on in PM miners so we must be near a bottom. Time to stock up

[hard work] 11/3/2013 09:10

lfc - you'll be credited with the cash on the day it goes ex

[boadicea] 11/3/2013 09:02

Prospective yield at current price of 60p is 3.75% (2.08% regular and 1.67% special). The regular part should increase roughly in proportion to cash flow growth.

[lfc4ever] 11/3/2013 08:59

not had an sb on a dividend share before- does anyone know how ig handles divis?

[molatovkid] 11/3/2013 08:58

Makes you wonder what it's going to take for this one to be better appreciated...

[juju44] 11/3/2013 08:37

added another 16k - this is just silly . Candy from a baby

[silverfern] 11/3/2013 07:45

what could possibly not be covered here - up to speed on production, reduced gearing, increasing profits, special divi, increased JORC, low cost production, everything is here and it is NOT there in other producers. This share has been woefully neglected for two years and if the eps does not do it check the above

[juju44] 11/3/2013 07:25

RNS - great results - puts this among the best of the best.Looking for a good move north now

[juju44] 06/3/2013 22:16

it would be mine in next couple of months

[silverfern] 06/3/2013 18:39

FOr newbies- this was 78p in July 2011 and all its done since then is deliver and find shed loads more gold in the ground for the future. THe expectation was £1 by the end of 2011; it remains my expectation for 2013!

[contrarian2investor] 06/3/2013 17:12

Now I have caught up too.

paleje sadly lots of good junior goldies are on lowly pe's. My view is that most recent mega-mergers in the sector have only led to mega writedowns. So one of the next strategies could possibly be smaller bolt-on acquisitions of good assets in lower risk areas with less political headwinds.

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Taken from the other AR. thread.
contrarian2investor 6 Mar'13 - 09:01 - 1088 of 1090 0 0 edit

On Friday I bought back into AR. (see post 21956 on the SHA thread), Monday they announced that they plan to join the ranks of dividend paying mining stocks.
Their forthcoming results should crystallise my findings and lead to a re-rating once the dividend is confirmed. Taking the share price back above 60p with a 2-3.5% yield. Good luck all.

[yorgi] 06/3/2013 15:22

You caught up then Paleje :-)

[paleje] 06/3/2013 15:21

Just noticed 2 threads running C2i, I think we should be on yorgi's newest version with charts, I'll paste this into it to keep it on top.

Re being too late, I might be a bit but the PER is still under 5, then again that's normal for junior goldies at the mo.

[paleje] 06/3/2013 15:21

Just noticed 2 threads running C2i, I think we should be on yorgi's newest version with charts, I'll paste this into it to keep it on top.

Re being too late, I might be a bit but the PER is still under 5, then again that's normal for junior goldies at the mo.

[paleje] 06/3/2013 15:02

And, post results, more news due by end of March which should help consolidate gains/ counter any retrace.

...Archipelago remains on track to release an updated Resource & Reserve Statement by the end of Q1 2013. The results from Blambangan and Pajajaran are expected to be included in updated Resource estimates....

[yorgi] 06/3/2013 12:36

Predictable AR. isn't but reliable it is :-)

[lfc4ever] 06/3/2013 12:25

like it.
got to break and hold above 60p

[juju44] 06/3/2013 12:22

yep , re-rating underway

[boadicea] 06/3/2013 12:10

Somewhat delayed response to the RNS but very welcome and all the better when compared to the sagging prices of most other pm miners.

Should still have some upside when definitive news arrives soon.

[au24] 06/3/2013 12:02

The proposed Dividend has brought out the buyers. No surprise there.
Upward trend will continue IMO.

[contrarian2investor] 06/3/2013 09:01

On Friday I bought back into AR. (see post 21956 on the SHA thread), Monday they announced that they plan to join the ranks of dividend paying mining stocks.
Their forthcoming results should crystallise my findings and lead to a re-rating once the dividend is confirmed. Taking the share price back above 60p with a 2-3.5% yield. Good luck all.

[boadicea] 04/3/2013 17:12

I prefer to be conservative in estimates and leave some room for positive surprise. Also, costs generally are increasing - fuel, labour, taxes etc - plenty there to set against expected improvements in efficiency. The falling cost predictions are anyway largely based on rising production, i.e. falling cost per unit of output rather than falling total.

However, I agree with your second point about not raising expectations that they won't be able to fulfil.