Ariana Resources Share Discussion Threads

[charles clore] 02/10/2019 23:25

I think he was talking about a 1980s BMW 2.3i :(-o|

[soulsauce] 02/10/2019 23:22

I suppose it all depends on which BMW you are talking about and I know which I would sooner have.

[charles clore] 02/10/2019 23:15

soul - a Tesla is the ultimate electric car. Very desirable to fans. It may have something to do with batteries but I tend to think he meant AAU is about to embark on an image change - to modern and upmarket. He certainly came across as a different person in the interview didn't he?

By the way, the new Tesla Roadster can do 0-60 in 1.9 seconds so pretty damn quick!

[soulsauce] 02/10/2019 23:11

Yes very good interview but mystified by the BMW remark. I am not sure Tesla is an improvement unless it was a subtle clue about battery metals 😉

[temujiin] 02/10/2019 22:42

Been reading the post the last couple of days and not surprised at the drop in the share price today. By all accounts the conf call was badly conducted, but posters spent the next 24 hours criticizing the company so no wonder the drop in the share price earlier. If I was a new, potential investor, I certainly wouldn't have bought any today, and if I was a weak holder, I might have sold. It doesn't take much volume for the share price to be effected.

No company is perfect but AAU tick most of the boxes that investors should be looking for.
1. Profitable
2. Generally very well run
3. Upside exploration potential
4. 2nd mine being planned and paid for via loan
5. Good relations with respected partner and Gov't
6. No actually need for dilution.
7. 20k oz / year plant chucking out 25k oz / year

No it's not all happening as fast as we hope it will, but looking at the bigger long term picture, a poor Conf call is hardly worth wetting ones pants.

Haven't listened to it get but this is probably what should have happened yesterday before all the soul searching.

www dot proactiveinvestors.co.uk/companies/news/904024/ariana-resources-hoping-to-beat-full-year-production-targets-as-it-looks-to-cyprus-for-next-project-904024.html

[bigglesbingham] 02/10/2019 18:40

Probably was then I started dipping toes in then I went from a swim having done research. The mine itself more than lived up to expectations a year ago as did the board and employees ie Zack and the Turkish geologists one of which drove me three hours over the mountains during night to get to mine. Can't believe a year ago !!!!

[bigglesbingham] 02/10/2019 18:35

Excellent interview now google IGTV Chesterfield Resources interview very similar language, message. More I look at this company more I see them as the potential partner. Any views? This was spotted by catstick yesterday and hat off to your research.

[coachsailor] 02/10/2019 18:25

leaving off the www.:-

proactiveinvestors.co.uk/companies/news/904024/ariana-resources-hoping-to-beat-full-year-production-targets-as-it-looks-to-cyprus-for-next-project-904024.html

[coachsailor] 02/10/2019 18:20

So go to the proactive investor website and the interview with Kerim is currently on the top right hand side.

[coachsailor] 02/10/2019 18:18

I do not know why this did not print on my last post so will try again:-

[...]

and hand typed the initial link

[...]

[bigglesbingham] 02/10/2019 18:17

AAZ is down over 12% since mid sept even with today's bounce. Everything has ups and downs

[coachsailor] 02/10/2019 18:15

Kerim seems today to be making up for yesterdays hash up. Yesterday afternoon there was his IG interview with Jeremy Naylor (link on 17241), but just on line is his excellent interview this afternoon with Andrew Scott on Proactive Investor. Andrew asks many of the questions that on Monday m20ash had suggested. They are very well asked and responded to clearly by Kerim. If not already seen, well worth the watch.

[...]

I first met Kerim at an Investment show back in 2009, and that convinced me then to invest - my first investment being in June 2009. The stand was very "gold" and the knowledgeable female geoligist he had with him was also in a gold dress. I have a feeling that biggles came on board around the same time. In 2009 it was 3.25p and a larger purchase in 2012 was at the identical price it stands at today. This evenings interview does post a more positive future - hopefully with some help from the gold price.

[plasybryn] 02/10/2019 18:13

Wow what a great interview https://www.proactiveinvestors.co.uk/companies/news/904024/ariana-resources-hoping-to-beat-full-year-production-targets-as-it-looks-to-cyprus-for-next-project-904024.html

[jbravo2] 02/10/2019 17:50

Yes I understood the concept, my point was simply that you won't be able to simply look at the share price to ascertain which has given the better return.You will also need to figure in the dividend that AAZ shares would have paid over those 5 years.Perhaps AAU may get to divi paying by the end of that period but that is unclear at the moment.I do hold here but the number of shares I have here is smaller than my AAZ holding making it over 70x smaller value holding.It's an "almost" story here for me. The trust lost over "that placing" has yet to be re-established for me and finding out the company engages in "cute talk" re debts hardly fills one with confidence either.Economics of the mine however mean profits should eventually reach shareholders

[charles clore] 02/10/2019 17:11

Cinoib - You picked the right day for a downer post on AAU, well done. What is AAZ's percentage yield?

[shortarm] 02/10/2019 16:33

AAZ was a great buy. Some time ago!

[cinoib] 02/10/2019 16:14

Charles, you want to take today, ok AAU down 6.7% AAZ up 5.6% and as Jbravo pointed out paying a very hansom divi on top and only on a p.e. of 12, what more do you want.

[charles clore] 02/10/2019 15:46

jbravo - I think I stand more than a small chance of being right but I am talking about taking both stocks and comparing them from a starting point of today. My point was, if I for example invested £20k into both stocks TODAY which one would grow more over a 5-year period. The explosive growth phase has largely already happened in AAZ but as you say the yield is compelling whereas AAU has yet to experience the growth and that is why I am invested here. Salinbas should provide that growth plus dividends but a couple more years before we see significant share price expansion imho.

[swallowsflysouth] 02/10/2019 15:20

I'm in both AAZ and AAU, however in AAZ case it may not stay in private hands. We cannot be certain that the 'government' will not buy it out at a 'reasonable' price. On the side of the investors the government need to be seen to be fair, but that may not stop them taking it over.

[jbravo2] 02/10/2019 15:09

You stand a small chance of being right on share price alone but when you take into account the divi AAZ will pay over those 5 years it'll be AAZ all the way in my opinion.

[backmarker] 02/10/2019 14:37

for an example of a good conf call go to the JMS site and look for the CEO Q2 conf call under Announcements

hxxps://www.jupitermines.com/investor-relations/announcements

[ironstorm] 02/10/2019 14:26

CC I own both - AAU is my highest value investment (by some way), AAZ is my lost profitable in absolute and % terms due to purchase price.

They are very complementary and run up at different times.

They are similar in some ways and I would say AAZ is 1-2 years ahead though still cheap and throwing off cash.

I am quietly confident that these two will race higher against each other over the next 3-5 years - into my hopefully early retirement. I am backing both evenly to keep doing what they are doing operationally. And hopefully the price will follow.

Soul do come back - the story is great - just not well told - as it has been forever in aau.

[charles clore] 02/10/2019 14:14

I know some people say AAZ is a better company than AAU. I have looked at it and agree it has performed very well in the past but one has to remember it has already multibagged and one has to ask how many more bags can it give? AAU is is also a well run and successful company that has only just started out on a journey that could lead to greater success in a couple of years. Personally I believe that with a starting point of today AAU will deliver a higher percentage gain than AAZ over a 5 year timescale as they discover and develop Salinas and other assets.

edit - sorry I meant to say AAU will deliver a higher percentage gain than AAZ over a 5 year timescale