Ariana Resources Share Discussion Threads

[8rad] 19/8/2021 18:55

Uknighted you need to spend some time with Soul.

[shortarm] 19/8/2021 18:51

No one thinking about Hizaralaya (spel?) - that's the nearest to Hot Maden.......

[konil] 19/8/2021 18:08

kirbs, 7113, well put. i came into pm investments for the gain from the hoped for gp rise due to wider issues, including qe. with gp tracking sideways and aau doing so also i may well have exited.

i did not because i think the gp game has hardly begun yet, and basel3 can only help but if it does not, no matter, the fundamentals point to a huge uplift. the gp uplift should be magnified by x3 to x5 uplift in mining shares.

but i did not expect to find a company like aau. its worth investing in regardless of external factors (assuming gp does not crash completely). i mentioned 'sweet spot' many months ago as regards to where aau are and with completion of jv that has been further reinforced.

its just in a very very very good position, yes it will take time from here but hopefully we will see it unfold.

i am hugely disappointed by the divi situation added to which i'm in the red and with lack of full divi funds i have personal uncomfortable financial juggling to do, but despite that i can see what is to come, so i'm staying put.

if ongoing aau corporate development coincides with the next pm bull leg...well, we can hope.

gl to those who find fish to fry elsewhere (and depending on risk/reward they seek it could be a good move to go) but for the risk/reward i'm looking for right here is where i want my 'safe' funds, unusual for an aim miner.

[soulsauce] 19/8/2021 17:43

If I was Kerim and pointing Ozaltin in the right direction I would be targeting the areas of copper at Salinbas Ardala. Going forward I see that much more of a game changer.

[sonoftherock] 19/8/2021 17:27

Fair enough. My mistake.Can I ask that we don't revive the Hot Maden talk? Salinbas/Ardala as currently established is a different beast. There can still be room for some higher grade material, something closer to Hot Maden if you like, but to date nothing near that quality has been drilled. If we do ever encounter anything close to a Hot Maden we can all be happy, but for now I'd prefer to concentrate on what we actually have. Lots of work needed to progress the project(s) based on what is already known.

[kirbs4] 19/8/2021 17:12

Perfect illustration of my point JAF, I don't see anyone calling this a bad investment, or anyone disagreeing that the long term potential has changed. In my opinion though the short term potential has changed with the staged divi and positive but not amazing rns recently. Salinbas has been the potential game changer for some time, but thinking short term you can't blame investors for thinking it is years rather than months before we see significant share price benefit from that given recent delays etc. They haven't seemed in a rush with anything in recent times, and even decent drill results doesn't factor the logistical challenges with getting it out of the ground to production which contributed to it becoming available in the first place. I know Ozaltin will be key there of course. Its a game of opinions, I remain invested and believe in a few years will be sat on at least double my money. I just think people looking to make a quick buck don't see the impending game changer here any more. Beating 7% elsewhere is very different to beating 20% :).

[renniks2016] 19/8/2021 17:10

Same as! Not to mention what they will find at Ardala, this is only the beginning, they now have the cash flow, partnerships, and right people in place to accelerate this well beyond even the conservative estimate of KS (500MC) .

[plasybryn] 19/8/2021 17:06

They did use some of the slides from that webinar. Kerim said at the time that they were developing a new enhanced presentation with some additional slides for the AGM which we of course got. But there were new questions raised at the AGM and I suspect they will want to communicate these to us over the next few days.

[plasybryn] 19/8/2021 17:02

Those of use who were invested in Mariana Resources, who sold their 30% stake in Hot Maden for $176m to Sandstorm, know how exciting Salinbas and the other prospects we own 23.5% off in the Hot Gold Corridor, might well be as Biggles says. The fact serious drilling could start in September (just weeks away) after a long interlude, is enough to get the saliva running big time.

[kirbs4] 19/8/2021 17:01

Biggles my post was maybe put too bluntly, I'm not saying wait until 2024 for significant upside, I remain invested for the same reasons as you I expect, my point is the result of any fireworks that could've been possible won't be seen until longer term now, so those wanting 100/200% returns immediately will sell. I still believe they will materialise I just see it being 2024 until we see them, that doesn't mean there won't be significant upside in the meantime.I also agree Salinbas is the game changer, my point around there being no game changer was in the recent rns.

[sonoftherock] 19/8/2021 17:01

Could be, but they definitely had some of the slides from the latest presentation. Unless they were unchanged from a previous presentation? It was a bit odd, the way I ended up watching. You're probably right. Sorry.

[jaf1948] 19/8/2021 17:01

Kirbs4,

I agree with what you and Paul280i have written. Having held for so many years and despite some trading, Ariana is now a far too large component of my portfolio.

The presentation projects a good picture for the next 5 years or so but for the next 24 months I cannot see anything that makes being overweight here a sensible scenario. I will not sell out completely but I genuinely cannot afford to keep so much money in here earning very little or no dividend and minimal capital gain.

That is not to say this is not a good investment for most people, but then again I am 73 !

[plasybryn] 19/8/2021 16:56

August is holiday time and often Co's hold back on news as they realise the audience is limited. Things get more back to normal 2nd week of September. Given rather unsettled markets we've haven't done bad at all.I can't find Q&A's relating to the AGM on InvestorMeetCo. Perhaps you are looking at those from about a month ago when they organised a shareholder webinar.

[bigglesbingham] 19/8/2021 16:55

I'm hoping salinbas is a game changer ! Since I researched salinbas over five years ago it's been one of the major motivators for my increased holding combined with kerims exploration expertise and proven track record. The additional development of the company has been a means to developing salinbas without the need for funding. As it happens because of the companies development even if salinbas doesn't produce what I hope and expect the company is still well undervalued . So well done the board. As to wait until 2024 for significant upside from here I don't concur.

[kirbs4] 19/8/2021 16:47

Previous 20% divi now a 7% divi with more to follow (we think). Several awaited rns delivered are positive but no immediate game changer. I dont think it's rocket science, this previously did have the potential for an overnight doubling, the chances of that were diminished significantly over the last year or so maybe. Nothing has changed long term, but the game has changed short term, hardly surprising therefore to be losing some holders. Sit, wait, look again in 2024. That's what this is now, we are simply losing people for whom that wasn't why they invested.

[bigglesbingham] 19/8/2021 16:00

My point is they probably have them internally but I'd never show them to fickle moaning private investors as we all can be.

[sonoftherock] 19/8/2021 15:40

Depends on your point of view I suppose. Was a bit disorganised to start with and they didn't always answer all parts of the questions, not sure if intentional or not. The full presentation is decent, but I was less impressed by the Q+A to be honest.

[zangdook] 19/8/2021 15:06

sonoftherock

were there any interesting answers?

[steviec1] 19/8/2021 14:33

Exactly - it also looks like when they eventually announce the inevitable extension of the Kiziltepe mine life then in a few years time we will have a situation with 3 mines in production all at the same time for a number of years - apologies you guys have probably said all this many times - but nuts!

[konil] 19/8/2021 14:18

stevie, question we've all been asking is how and when will the wider market wake up to this! that is when we will see some serious share price gain.

[konil] 19/8/2021 14:15

paul, thanks for the insight.

uknighted, ha ha!

[steviec1] 19/8/2021 14:13

Just catching up with a quick look at the new presentation - I particularly like slide showing the Advanced Project Scale and the production revenue for Kiziltepe when you map that across to the other assets the returns are potentially immense !

[sonoftherock] 19/8/2021 14:01

I was able to watch a stream of the Q+A through investor meet. I think it was live. Or if delayed, only by a few minutes.

[renniks2016] 19/8/2021 13:08

Reply from Henry @ YJ yesterday
There was no live stream for the AGM but the presentation that was given at the AGM was recorded and will be made available on Ariana’s website shortly.