Arian Silver Share Discussion Threads

[irnbru2] 17/7/2015 22:52

El Bandito.

[irnbru2] 17/7/2015 22:51

We need assurance that these guys can produce.

And they can manage it.

[irnbru2] 17/7/2015 22:41

Why is this worth, anything.

[irnbru2] 17/7/2015 22:39

Bust, corruption.

[irnbru2] 17/7/2015 22:39

SGQ, is not producing silver.

SCAM.

[irnbru2] 17/7/2015 22:37

Unless we get somme sort Of assurance that the ine is producing Ag, then, it is just a scamm.

[irnbru2] 17/7/2015 17:02

Faaaakkkkk,

How low can this go.

When it hits 15p, might buy a few, IF I get some confirmation that they are actually producing.

[charles clore] 17/7/2015 15:26

Yes that's right juju - the majors I believe have an AISC of around $24/oz for silver so they will be feeling it now. All part of the long term plan I believe. When majors begin to put mines into care and maintenance and supply gets squeezed the time will be right for the big shorters to start closing off and go long - then watch the pos rocket.

And whenever I start to wonder if I am doing the right thing holding silver I just remind myself - "industrial uses" and JPM holds an absolute shedload of physical. You know it just has to make sense Rodney.

p.s. - just nicked this lovely link from the silver thread (thank you sahara!)

[juju44] 17/7/2015 15:03

Yanks putting all the PM miners out of business

[sir andrew ffoulkes] 17/7/2015 14:48

AISC is circa $14, cash costs are nearer $10.

[oblomof2] 17/7/2015 14:47

$14 is what I remember as well

[worrier] 17/7/2015 14:03

I stand to be corrected but thought that a price of 14 dollars on extraction costs was mentioned by JW in an interview?

[diesel] 17/7/2015 13:38

There is always a reason for the current mcap, the company needs to put out some more info on production progress, all very sketchy at the mo....

[observer007] 17/7/2015 13:31

So another publication considers Arian to be hugely undervalued.

One only has to look at the last few significantly upbeat RNS statements and wonder why on earth the shares are trading around 24p.

Arian is currently valued at only £8m but has a silver resource of over 120m tonnes and is producing. There are explorers out there with double that market valuation.

Buy whilst stocks last, this is heading higher, remember the respected mining analyst Charlie Gibson reckons the mining part of AGQ to be worth in excess of 80p !!

[charles clore] 17/7/2015 12:43

A 50-100 bagger. Now that is quite staggering. I have no doubt about it becoming a 4 or 5 bagger, that's just over a quid a share. A 50 bagger would be about £12.50 a share and 100 = c.£25. I think I had better get a few more of these.

[bikwik] 17/7/2015 11:41

Latest update from Don Durrett on GoldSilverData.com



Latest text fresh from goldsilverdata (Nice update!):

"Arian Silver is a small producer in Mexico. San Jose is a 117 million oz (3.5 opt) deposit (75% recovery rate). Amazingly, with such a large project, their FD market cap is only $19 million. That results in future reserves being valued at .38 cents per oz (at $100 silver), which is very cheap. Production will start out at 1000 tpd in 2015 and increase to 1500 tpd in 2016 at around 2 million oz annually. This is a long life mine with exploration potential to expand production. Their future annual cash flow could exceed $100 million at higher silver prices. If they get valued at 10x cash flow, it's not inconceivable for this to become a $1 billion market cap.

2,000,000 oz x $50 (cash flow per oz) = $100,000,000

This should be an economic mine with cash costs around $10 per oz. They also have a lot of exploration potential on their 20,000 acre property. And they already have two other discoveries. Calicanto could have another 25 million oz of high grade silver. This is a high risk stock because they have $16 million in debt, although it is convertible into shares in 2018. The upside potential is huge from this level. If everything falls into place and silver prices rise, this could easily be a 25 bagger, or perhaps even a 50 bagger. Where it ends up is hard to guess, but right now the risk/reward looks very good."

[observer007] 17/7/2015 11:29

This was trading above 30p when silver was broadly the same price.

Looks like some small beer shorts have been at play and dropped the price but I see there is a reserve upgrade due which could be significant given the recent RNS here....



* High-grade silver intersected in latest round of drilling;
* Mineralisation intersected in all 19 holes;
* Independent Mineral Resource Estimate update planned over the coming
months.


Heavily oversold, a bounce back through 30p is entirely possible, it could happen quickly IMO

[aussieb3] 17/7/2015 10:29

Good video

[observer007] 17/7/2015 09:58

Arian Silver worth at least 86p

£7.5m market value getting silly now, only 34m shares in issue with at least 117m tons of silver in the ground and a producer.

In this interview last month Charlie Gibson talks of AGQ's costs being around $10 and suggests the mining side of the business is worth 86p and that does not include the resource.

[leedskier] 17/7/2015 09:19

According to ZeroHedge on 14 July,

A third anomaly in the silver market was highlighted by Zero Hedge in its analysis of the latest report on the US derivatives report from the Office of the Comptroller of Currency. In the precious metals segment, gold derivatives were excluded and placed in the foreign exchange category instead (without explanation). The remaining precious metals derivatives are primarily silver. At the end of the first quarter of 2015, Citigroup’s precious metals derivatives exposure rose from US$3.9bn to US$53bn, a nearly fourteen fold increase.


It’s far too opaque to discover what Citibank is actually doing but, if we assume that 90% of it is silver, the notional derivatives value is equivalent to 3.06bn oz, or three and a half years of world silver mine output, every single ounce of it. As a percentage of total precious metals derivatives outstanding, Citibank increased its market share from 17% to 70%.

Calling the regulators…

This was Zero Hedge’s comment.

“there is just one word for what Citigroup has done to what the Precious Metals ex Gold (i.e., almost exclusively silver) derivatives market. Cornering.”

[irnbru2] 16/7/2015 21:53

Dear, oh dear, oh dear.

Sub 25p.

Anyone notice, Ag closed at $15.02.

Bit low, don't you think.........remind of the break even point for production for AGQ.

Shakes head.

[neilcrom] 16/7/2015 13:35

anybody here watching JLP (PLATINUM PRODUCER). EXCELLENT RNS just now. and more are coming soon. copied below

JLP

so RNS today confirmed 5.2m cash.
more cash will come around another 5m cash on Tjate licence confirmation (in a couple of weeks).

so cash alone around £11m. our mcap now around £15m.

AND, tailing project will generate profit around 21m per yeat (ie 210m for 10 years)
Tjate project (which we are expecting licence) worth 1.7billion.s

now, is this not JLP very undervalued?? i would say so!

[bikwik] 15/7/2015 11:18

Probably a good move by the way. This has been on the cards for a while now. That was obvious when I was at the AGM in May and the Pro active presentation afterwards when someone from Cantor Fitzgerald was at both those meetings. Obviously I chatted to them.