Ariana Resources Share Discussion Threads

[plasybryn] 05/5/2021 12:03

I didn't say I was against interviews, presentations etc. All communication is welcome in my book, especially if if comes from the horses mouth.

[trommel1] 05/5/2021 11:55

Plas i don't understand where you get the reassurance from if you are against interviews and Q&A's. I have attended a number of Ariana presentations in London and i was able to talk to Kerim and MVD. Today this is not possible
Actonovator - You are against interviews. Without an RNS we get no information. What do you suggest?

[soulsauce] 05/5/2021 11:47

Hey at least they got the T-Shirts sorted pretty nifty 😏.

Just trying to lighten the mood but couldn't agree more Plasybryn.

[plasybryn] 05/5/2021 11:42

I agree actonovator. The EIA for Tavsan, which was already massively delayed, stuck out as a key milestone in the earlier interview. Kerim thinks he is conservative so he over delivers, but I'm afraid that is far from the truth in my opinion. If you go back to earlier Co. commitments, Tavsan would be in production this year! Have a look at the last Gantt chart! The worse thing is they don't apologise for delays or provide a follow up with explanation. The same is true for the Special Pay-out. Indication dates were given for the Court hearings, which have passed but no new dates offered. This is of course why they don't want to give us a Gantt chart setting out potential milestones. They can't be bothered to keep updating shareholders with reasons for slippage. It does annoy me I have to say, especially as now we get a blank wall approach from Y.J. who have been put in the invidious position of dealing with shareholders. To be fair to them they probably know no more than we do. No direct contact is allowed. If an Institutional Investor were to consider investing I'm sure they would demand to be able to speak to the horse's mouth not the monkey. Biggles should be given the same courtesy given the size of his noticeable holding in my opinion. We're not talking about insider information, of course not, just reassurance is often all that is required. The only way this sub standard situation will change is if shareholders make a fuss and demand better. There I've said it. Off my chest and I feel better now!!

[actonovator] 05/5/2021 11:12

I think the last thing we need is another bloody interview - that's when Kerim gives the impression that things are imminent!! In the one he gave in Feb he said the Tavasn EIA was due first quarter. Though to be fair he didnt specify the year.

[trommel1] 05/5/2021 11:06

Every morning I expect to seen an RNS at 7am. Now there are several news items that are delayed. Kerim needs ti give an extended interview or a Q&A investor online meeting

[bigglesbingham] 05/5/2021 10:56

I was in ten years ago with my first very small investment it's been a ride .

[kirbs4] 05/5/2021 08:25

Yes I know Biggles.. That's why I said it is still a valid point, just using 2p-5p is a little misleading. 3p-5p is fair.

[zangdook] 05/5/2021 07:49

What about those who got in 14 years ago at over 7p, do we need a little patience too?

[crossfirecssf] 05/5/2021 06:59

I’ve not seen a better looking chart since the gold chart, Sept 2016. It’s almost a carbon copy, and we know what gold has done since then.

[master esox] 05/5/2021 06:43

Not being disingeneous Kirbs, you only have to look at the 2-3 year chart, its all there in black and white, the share price has performed well in that period. I see AAU as a quality company holding that's not going to keep me awake at night worrying about the next make or break news item. For those that have got in at 6p and are currently underwater, a little patience is required, as based on past performance we should be in double figures next year at least. Yes, Kerim could no doubt pump it higher in the short term but any rise may not be sustained and it will just attract the numpties. Also, yes there are other shares in the same space that have performed well but there are equally as many that have fallen from their highs. Chase them if you dare, I will stay put here though.

[soulsauce] 04/5/2021 23:22

Well said paulie and Plasybryn.

It is hard to fathom the reticence here.

[plasybryn] 04/5/2021 23:06

I would love to believe Kerim Sener is open and receptive to this criticism, but recently he seems to have isolated the directors even further from those who own the Co., us the shareholders. Personally I think YJ have got that message and even have some sympathy for our views. It's important we keep stressing our dissatisfaction i.m.o. but for now I'm still giving him the benefit of the doubt but patience is wearing thin.

[pauliewonder] 04/5/2021 22:36

Depends completely when you're invested - agree with that point. Also, we're looking at a large rise in the gold price over that period and there are many companies who have had a better performance share price wise over that period. I can't complain about operational news but the divi is quite frankly embarrassing for the company and there is a huge issue with investor communication. Why they have not updated the market as to the expected timing of the acquisition and provided more information is just beyond me. Clearly they are limited to the information as to what they can release, but this is taking the mick. I have a lot invested here and whilst I am still bullish about the long term vision of the company, they need to do more on investor communication.

[bigglesbingham] 04/5/2021 22:07

Kirbs the shareprice was sub 2p December 2019 it rose to 3p pre covid it's now at 5.1 so the fall back due to covid was 3 to 2 but the rise from December 19 to now is 1.8 to 5.1. Taking covid out over equation that's not bad

[kirbs4] 04/5/2021 19:33

That's a little disingenuous Master, as the whole market had sunk when it was 2p. Your point is still valid of course as even before the dip it was lower than it is now, but 2-5p includes the bounce that the whole market encountered.The frustration is, and has been for many of us, that there was so much momentum heading into Q4 last year even despite the already delayed deal, that momentum had been shot to buts by the time they thought about providing an update, and had gone completely by the time the deal had been announced. Missed opportunity for LTH's.All of that said though, it feels to me like we have moved on from that now and sit at the beginning of what will hopefully be a period of momentum with the solidifying and gently increasing share price ahead of a wave of overdue news/divi.

[bigglesbingham] 04/5/2021 19:18

We all agree value not reflected but hopefully the spate of incoming news will put the shareprice above previous high and up to the double digits it deserves

[jaf1948] 04/5/2021 17:15

It depends a bit on where you choose your start point - one could just as easily say it is down by over 15% since last September.But, as they say, past performance is no help to people who are holding now and may have capitalised their earlier gains. This is a good company but that is not currently being reflected in its share price.

[master esox] 04/5/2021 16:58

Have long termers really suffered so much? share price has done 2-5p in 12 months and 0.5p in last month. At this rate we will be 10p by year end and maybe a special dividend to boot...what's not to like? I for one would be very happy with that performance with a x5 bagger of my biggest holding.

[pharmoutcomeszzz] 04/5/2021 16:04

Excellent posts Plasbryn. Let’s hope there is another good news RNS before the end of the week. We can only hope that whilst AAU resembles a mill-pond on the surface of things, the waters are starting to churn into a frenzy below deck.

[plasybryn] 04/5/2021 15:38

The energy and impetus to stimulate Yellow Jersey into action or indeed lack of it, is going to come from one source only imo. And that is Mr Pursestrings himself. Yes none other than Dr Kerim Sener. I really don't think there is much justification in blaming Y.J., unless they are short on ideas which I doubt, it is down to Kerim. He will wind them up only when he is ready. He controls everything imo.

[jaf1948] 04/5/2021 15:17

We all agree Ariana is undervalued. We all agree that the future for the company looks exciting and profitable, well the shareholders do anyway. However, as many have already mentioned, the share price will not progress as we would like it to without some active public relations work. If even Biggles gets nowhere trying to convince the board of this, then we know there is a problem.

This is a real show-stopper. The share price is not going to rise significantly on its own. Something needs to be done to push it - how we are going to achieve that I frankly do not know.

[konil] 04/5/2021 13:51

thanksamillion, 5 years to get to 15p seems pessimistic. i would hope to see that with tavsan in production, so maybe 18 - 24 months? but by then salinbas will also have progressed and so too cyprus and whatever it is that ks is cooking up with the jv cash, so 15p may be too conservative, and that is well before 5 years. just an opinion.

i agree mkt cap is too small for most funds but smaller boutique houses looking at special situations may well take a position, the company is on the cusp of major moves if the asset/project pipeline goes to plan. for the smaller houses £1m, £2m, £5m may be the exposure they are looking for. if the share price increases then it gets closer to fair value and that too is what asset managers will want to see, especially if they came in when it was undervalued...as currently!

meanwhile i'll be very happy just to see it clear say 7p or 8p in the short term.

[shortarm] 04/5/2021 13:43

It's a strange thing when an individual sees 5.05 in the bid and just can't hold on to their shares because it's too good to be true!Maybe we should blame the bod less and weak holders/traders more?Mind you, the more churn here the more solid the base for the next jump up :-D