Ariana Resources Share Discussion Threads

[actonovator] 14/7/2021 16:05

The only other small pm company I have really followed in the last 2-3 years is AAZ. Notwithstanding the recent conflict in Azer, progress has been imo glacial and arguably much slower there than AAU. Perhaps these lightning miners with abundant newsflow re mythical. I'm mostly happy with Ariana.

[jaf1948] 14/7/2021 16:02

You ain't by yourself !

[konil] 14/7/2021 15:49

still no hard news on the one-off divi. been round the jam tomorrow circuit (elsewhere) too many times to count with no subsequent follow up, so not as excited as some by recent news. would be more excited if i felt they were paying more attention (pushing harder) on the near term projects. tavsan end 2022? ugh! i dont know enough of the details and maybe they are pushing, i just dont get the sense that its happening.

oh yes, i'm the disgruntled one over here in the corner by myself.

[paul280i] 14/7/2021 14:41

What are the odds on getting the dividend declaration on or before next Tuesday?

[bigglesbingham] 14/7/2021 14:39

Agree with a lot of that kirbs

[kirbs4] 14/7/2021 14:33

I still read this board most days but don't contribute as much any more, seems to be mostly the same thing. There is either a seller in the background (I mean this guy must've owned 30% for the length of time the selling has been happening), delays, bad PR etc. In truth it is all relevant to a certain extent, but ultimately I think little old AAU has reached the point in its growth that it now just reflects the gold price. It is alarming the similarity in the gp vs share price pattern over the last 12 months. My view is this will continue until something significantly changes the known value of the company and the difficulty is most of what is coming is now already expected. I am happy here, I feel locked and loaded, I don't see much by way of downside, I see almost guaranteed gradual upside, and there is a slowly growing possibility every day of something spectacular happening in future. I feel a lot of people are still expecting a trebling over night and I just don't see anything coming that will do that, I think we are now a solid proposition with a hopefully regular income from Divis and a growing potential for something new to give us that explosion in future. Just think a reset of expectations is needed for some people. I joined 7 years ago with those hopeful expectations, and we sit at 5 times the share price back then.

[thanksamillion] 14/7/2021 13:17

Inflationary expectations finally lifting gold and silver?

[bosbus] 14/7/2021 12:40

And, maybe get a proof reader who knows how to spell Tasvan and Salinbas!

[charles clore] 14/7/2021 11:54

Kerim has always understated the company's potential but yet over performed. As far as I can recall he has never let shareholders down by breaking a promise (despite taking ages to do it). I just wish he would be a bit more adventurous when he's holding a full house.
edit: - oh, and get that PR and broker sorted out!

[jaf1948] 14/7/2021 11:03

OK, this is only my take on the RNS but having reread it, the overall impression I get is that they have accentuated the negatives and played down the positives.There are two possible reasons for this IMO. One, it is deliberate so that once the JV starts producing results, they can say how good a decision it was, or secondly, they are not very good at writing up positive announcements which could also explain their reluctance to use efficient PR.Overall, another wasted opportunity.

[d1g3y] 14/7/2021 10:55

Final paragraph from today's RNS. In addition, very unusually for a mineral exploration and development company, we are advancing a strategy to enable the Company to pay dividends over the long-term. This is in recognition of the important role played by our shareholders, who provided the risk-capital we required during our formative period and in the expectation of facilitating a virtuous circle of future investment in our Company.

[d1g3y] 14/7/2021 10:52

I had previously stated that I would not reinvest any special dividend back into AAU as I'm overweight here and potential elsewhere. However with the recent drilling results and news flow and especially if they confirm a regular dividend I think I will be changing my mind

[d1g3y] 14/7/2021 10:42

Potentially the confirmation that Tavsan has moved out to the end of 22 has caused the drop. We expected something like that but it's the first time I can remember confirmation. And/or the big seller theory still holds true.

[dixi] 14/7/2021 09:57

My point being it hasn't, once again, excited the wider market.

[go2nc] 14/7/2021 09:26

If you are not a fan then why not to find a company you like rather than criticising others?

[bigglesbingham] 14/7/2021 08:23

Nothing unexpected in there just the seller persisting mind you opportunity to pick up another 250k sub 5p

[dixi] 14/7/2021 08:21

A report for fans only it seems. There's plenty in there but why the 'elephants', I thought it sounded slightly apologetic.

[xow98] 14/7/2021 08:18

Share capital reduction lodged at Companies House 13th July, available for inspection in 10 days, so should be able to announce dividend plan now.

[soulsauce] 14/7/2021 08:06

Sounds like we have a herd but the elephants of undervalue and Panmure are still stinking up the place.

[plasybryn] 14/7/2021 08:04

Webinar at 10am next Tuesday July 20th

[plasybryn] 14/7/2021 08:03

Didn't know you could have more than one elephant in a room.

[xow98] 14/7/2021 07:56

UK inflation rises sharply to 2.5%

[bigglesbingham] 14/7/2021 07:53

On other exchange 5-5.4

[kaos3] 14/7/2021 07:47

got my answer about Zenit divi

"The forecasts indicate that on the basis of existing cash and other resources, and expected future dividend payments from Zenit, the Group will have adequate resources to meet all its expected obligations in delivering its work programme for the forthcoming year. "