Arian Silver Share Discussion Threads

[sir andrew ffoulkes] 12/4/2015 16:02

EMAIL THE PLAYERS - LET THEM KNOW.

FEEL FREE TO USE THIS TEXT IN YOUR EMAIL OR ANYTHING SIMILAR YOU WANT TO SAY TO THEM. Unless we do this and let them know what we feel, nothing will happen:

[e-mail] (CoSec)
[e-mail] (IR)
[e-mail] (CFO)
[e-mail] (CEO)
[e-mail] (PR)
[e-mail] (IR)
[e-mail] (Ops in Mexico)
Tony Williams (if you think it's worth the effort)

"As an Insider at Arian you have a responsibility to both maintain and create shareholder value. Whilst there are many facets to this, an often crucial one is that you buy shares in our company in the open market to demonstrate your absolute commitment to our business. It is understood that there are often periods in which you are not permitted to do so

For the record, when you look back at Insider share trades, it paints a pretty sorry picture. In public you make claims and statements that pay lip service to enhancing value but the reality is you do not also invest your own money in our business. Clearly we’ve been in a bear market for many years, which is all the more reason to display confidence by action. The team are commended for ensuring we have survived extremely difficult sector conditions, raising finance and getting us into production. The final thing the market needs to see is your money buying our shares.

Our share price is at an all time low, so unless you want the market to feel that something untoward is occurring, now is the time to buy."

[sir andrew ffoulkes] 12/4/2015 14:59

Just a reminder of those who need to be buying shares, we need collectively to be reminding them of their responsibility to build shareholder value and part of that, unfortunately, on occasion involves them having to invest money in the business.

Jim Williams the CEO, whilst he owns a commendable 440k shares, he is THE KEY player and ABSOLUTELY MUST buy shares on the open market.

Tony Williams the Chairman, not suggesting he buys, just suggesting he ensures Siberian Goldfields pays us back our $221k and then departs for pastures new.

David Taylor the CoSec.

Dean Friday the CFO.

Miguel Barahona (Mexico - Country Manager).

Fuad Sillem (Investor Relations).

[sir andrew ffoulkes] 12/4/2015 11:35

Insiders MUST buy shares, there can be absolutely no convincing excuse that they can give, closed period aside, that has any credibility whatsoever. If they are not prepared to buy shares in the open market it rather suggests we need to be looking for a management team that have the confidence to do so. Whilst as has been said before Jim Williams has a commendable 440,000 shares these are grace and favour issues specifically earned from his original risk associated with establishing Arian in the first place. Things have now changed, we are no longer that same company and a demonstration of confidence is only as good as the last insider deal and those were sells - whatever the reason.

[irnbru2] 11/4/2015 21:50

Follow the BoD, dump this piece of sh...

El Bandiot.

[irnbru2] 11/4/2015 21:46

cyberbub   10 Apr'15 - 16:30 - 40137 of 40139    0   0

Delayed buy sneaked in there...
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Lol, what an idiot.

[bikwik] 10/4/2015 18:55

When the stampede for Arian shares really gets going, then some idiots will get flattened.

[cyberbub] 10/4/2015 16:30

Delayed buy sneaked in there...

[sir andrew ffoulkes] 10/4/2015 16:04

We are definitely a coiled spring, no doubt about it. One holds an obscene number of AGQ shares so really do want it to fly that's for sure.

[bikwik] 10/4/2015 16:01

Ok, but the motors are starting to rumble!

[sir andrew ffoulkes] 10/4/2015 15:59

No Rocket.......yet.

[bikwik] 10/4/2015 15:44

Time for another rocket perhaps?

[bikwik] 10/4/2015 09:32

Silver is surging for some reason, take a look!

[bikwik] 10/4/2015 08:11

Message to irn Bru......f...k off big time you cretin

[sir andrew ffoulkes] 10/4/2015 07:49

Courtesy of BeefyRouter on LSE:

There has been a fair amount of focus on the pending zinc shortage lately, zinc hit a 2 month high Wednesday. I found the following link very revealing:



But let's not forget lead, which just hit a 4 month high! Although the market can get ready for a zinc rally due to supply dynamics, these same supply dynamics don't apply to lead. Couple that with decreasing output... Furthermore, here is some info on current lead inventories:



"Lead stocks on the London Metal Exchange fell by 7,525 tons to 223,850 on Wednesday and available inventories that have not been earmarked for delivery were at the lowest levels in 19 months."

"Lead is the best performing LME base metal this year, adding about 3% compared to losses for all the others, including a slide of around 16% for laggard nickel."

"A lot of the supply-side story that applies to zinc also applies to lead in spades because the new mines that are coming on are producing almost no lead at all," said Briggs, who forecasts lead prices to rise to $2,160 in the fourth quarter."

Even after streaming a % of lead and zinc to Quintana for funding, we can look at this additional revenue as a bonus or as reducing the $14 per ounce all in cash cost for silver. Nice.

[irnbru2] 09/4/2015 22:42

Sir Andrew.....I have just spoken to proactive investors to complain about Juliet Manns bad interview technique with Jim Williams on the 30th March, and how the wrong emphasis had contributed to the price dropping 15% to 20%. This has been passed on to the interview side of proactive investors. I await to hear their official response.

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Fact number 1 = you are an idiot.

Fact number 2 = the share price drop was people selling.

Question number 1 = why have our BoD sold every share they ever "owned".

[irnbru2] 09/4/2015 22:38

SELL.

El Banditio.

[bikwik] 09/4/2015 21:19

The full article:

BIG PICTURE - Arian Silver on path to profitability at San José

By Giles Gwinnett

April 09 2015, 11:47am

Arian Silver's (LON:AGQ, CVE:AGQ) arrival as Mexico's latest silver producer, as announced by chief executive Jim William's at last month's PDAC conference in Canada, marked a significant turning point.

Founded a decade, ago, the firm's road has been a rocky one, but investors are sure to be cheering the fact it finally now looks set on a path to profitability.

Commissioning is now in train at the newly finished and fully permitted ‘La Tesorera’ processing plant and first silver-lead concentrate was produced in late March.

The firm has also pressed go on the zinc circuit and expects first zinc concentrate in the second quarter.

The plant in Mexico's world renowned silver belt has a maximum capacity of 1,500 tonnes per day (tpd) and the firm is currently running through around 750tpd of ore but the throughput will be ramped up over coming months.

City broker Northland reckons production will ramp up first to 1,199tpd with a further expansion planned to take it to 1,500tpd in the first half next year.

Williams has said he sees the silver price heading north, along with gold, from where it is now at around US$16 an ounce and would like to see it at US$20/ US$25 per ounce. The miner's all-in sustaining costs are US$14 per ounce, which gives an idea on margins.

As Williams explained the San Jose property had no resource at all in 2005, but now boasts 120mln ounces of silver along with 'significant' amounts of lead and zinc.

The current mine life is 10 years but there is plenty of potential to increase the resource and the miner has just finished a further 5,000metres of drilling.

Of particular interest is part of a skarn deposit, which goes into Arian's land package in the north east of the property.

Fresnillo (LON:FRES), the world's biggest silver miner, is 40 miles down the road, while the infrastructure, water access, climate and stable government in Mexico all add to the pluses of the Arian story.

Somewhat ironically, the mill (processing plant) is now key to the firm's success but quite the reverse was true in the past when issues surrounding processing have looked like sabotaging the whole project.

A dispute with a previous toll mill owner meant production stopped entirely between 2012 and 2013 but then restarted at the Juan Reyes mill.

However, the firm had its eye on the El Bote plant (now renamed La Tesorera), which it knew would be suitable for the composition of the San Jose ore and purchased it in 2013, removing the need for expensive third party involvement.

To the outsider, the plan for El Bote seemed long winded, but it seems the hard work has paid off, as El Bote was reconditioned in situ, dismantled, then transported and reinstalled at San Jose..

Williams pointed out that the firm paid US$3.5mln for the second hand plant - a piece of kit that, brand new, would have been US$40mln plus.

Also on the positive, the group is also fully financed to full scale 1,500tpd production having struck a US$32mln finance facility with Quintana late last year and, significantly, it has bought the 2% net smelter royalty from the previous project owners at a reduced price, which, as William's pointed out, should improve the bottom line.

Williams said at PDAC that he believed Arian was "significantly undervalued" by the market.

"We are actually in production but we are valued right now as if we were into bankruptcy," he told those assembled.

Arian shares are unchanged today at 27.75p each.

[bikwik] 09/4/2015 15:34

Sir Andrew.....I have just spoken to proactive investors to complain about Juliet Manns bad interview technique with Jim Williams on the 30th March, and how the wrong emphasis had contributed to the price dropping 15% to 20%. This has been passed on to the interview side of proactive investors. I await to hear their official response.

Thanks for the Heads up on the Giles Gwinnet article today on Arian....excellent stuff! This is what the Juliet Mann interview should have placed the emphasis on...

BIG PICTURE - Arian Silver on path to profitability at San José

By Giles Gwinnett

April 09 2015, 11:47am

[ciao4niao] 09/4/2015 07:02

BIKWIK, as interesting as I find the charts, is there any chance that you can make them 25% smaller so that it is not necessary to scroll horizontally across the page to view them.

Apple MacBook users will know of the problem of scrolling horizontally as that sometimes causes the screen to revert to the previous page viewed which is tiresome and inconvenient.

Thanks in advance.

[bikwik] 08/4/2015 19:55

The next chart is up to date and shows how, given the potential for the Silver price which I have recently talked about, this time the Silver price will play a significant part in Arians resurgence.

What I was thinking about too (given Sir Andrews slight touch of anxiousness) was the lack of any Director buying so far, particularly with the shares now pretty much at rock bottom and the end of the close season now 8 days gone. It may well be that there is one or more RNS's due to come out re the drilling campaigns currently going on. If they bought ahead of those, that would I presume be illegal. So perhaps Jim and the others are holding fire till those are out.

Anyone any thoughts to add?


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