Ariana Resources Share Discussion Threads

[8rad] 24/10/2019 10:45

Plas...relax ...all we need to hear is the majic word Dividend and the above will be history.

[plasybryn] 24/10/2019 10:28

Kerim does all these interviews with the same players like BRR Media and Proactive and it makes no difference to the S.P. Is it a waste of time and money?
On 2nd March 2017 the share price was 2.2p
On 26th Feb 2019 the S.P. was 1.975p
On 21st June 2019 the S.P. was 2.475p
Now it is 2p
What has been achieved in terms of actual valuation creation over the last 2 years? We are now months from paying off the CAPEX loan and FCF.
Our second mine is underway and Kizilcukur probably ready to be absorbed into the J.V.
Our Reserve and Life of Mine is close to being extended at Red Rabbit.
The 2 year work at Salinbas has concluded & our exploration licences have been converted and approved as Operational licences. Does that add to their value? I'm sure it must.
So why aren't all these cosy interviews working? Are they just reaching existing shareholders? Is anyone asking questions about their effectiveness and cost/reward? Should he try others like CRUX Investors or Justin Waite on VOX Markets to reach new audiences? Or would we be better off with a better PR Co. that actually helps in the construction of the words and style used in RNS's & interviews? Or should we pay an Independent Broker to write a Note with hopefully a more realistic valuation? Or is it all down to the price of gold? I don't get it. Perhaps it is BREXIT!!!

[plasybryn] 24/10/2019 10:03

brrmedia.co.uk/broadcasts/5db…

[charles clore] 24/10/2019 09:44

biggles - I would imagine they have to be approved beforehand.

[bigglesbingham] 24/10/2019 06:50

To be fair he just answered the questions put to him , don't know how much input they have on those questions.

[swallowsflysouth] 24/10/2019 00:29

Well, maybe, Kerim's good at walking the walk, but, not talking the talk ? Better than miners who are good at talking the talk but not good at walking the walk !
Patience is a virtue. Maybe i'm not very virtuous !. I guess i have belief as i'm still here.

[jaynesdad] 24/10/2019 00:05

I appreciate what you say soul, as I always have since from experience you are worth listening to. What I was alluding to was that there appears to be support, as far as we can tell, from both the major powers to the buffer zone. Could be far worse if Russia was explicitly confronting Turkey rather than supervising the withdrawal. I take that, and the withdrawal of sanctions by Trump, as positive for the stability of the region.....and hence AAU

[bigglesbingham] 23/10/2019 18:52

Saw the hummingbird presentation but the guy didn't inspire me as being trustworthy. But he mentioned a lot of things such as minelife , expected ebitda vs market cap. I think you need both: someone you believe in and the message relating to facts to what investors find important. I think they are so confident in their fundamentals and operational success that they believe it will speak for itself. This will obviously lead to frustration by some but I'm relaxed about the progress of the company and the more I can squeeze into isa before dividends start the better.

[bigglesbingham] 23/10/2019 18:44

I would trust our lot in power either

[soulsauce] 23/10/2019 18:21

Yes the Russians can be trusted 🙄

[jaynesdad] 23/10/2019 17:55

Heard on the news that the Russians are monitoring the Kurdish withdrawal and that Trump has lifted sanctions. Irrespective of rights and wrongs here that cant be bad news for the political overhang over AAU

[plasybryn] 23/10/2019 17:46

I was speaking to Crux Investors this afternoon via email and they implied Beril, Kerim's sister who runs a digital marketing business, is in charge of marketing. Not sure why we need Yellow Jersey if that is the case. Crux do great half hour in depth interviews by the way. I agree with you totally McMather. It is how you tell the story. You need to think beforehand what would work best rather than just trot out the facts. AAU is very poor at maximising the message imo.

[mcmather] 23/10/2019 17:25

It's not hype / getting giddy that's needed; just being a bit smarter.

Take the recent bits of news around Salinbas; had it been presented as they've now commenced down the route of producing 50k ozs per year as per the current 1m resource BUT that these latest drill results now dictate "we need to think (even) bigger" (KS's own words; ie no hype / giddiness), I reckon that in itself would have generated quite a bit of interest without PG or Yellow Pages.

[charles clore] 23/10/2019 16:14

JD - precisely that is also what I am looking for. Unlike some miners that get investors hopes up and then fail to deliver, AAU has always underpromised and overdelivered. And I have never felt let down by the company's achievements. I get the feeling that Kerim is honest and is willing to learn from his mistakes (which were mainly on his choice of funding), but those days are long gone now.

[jaynesdad] 23/10/2019 15:19

Beware the reported trades, I just got a quote for 500k @ 2.05.
I don't really want too much hype from the management, what I look for is more coverage in the press, the papers and investment magazines. I would worry if the board pushed the message down our throats then didn't deliver - but that is just a personal preference.

[plasybryn] 23/10/2019 14:59

But amazing nothing on Tavsan. If I was a new investor listening for the first time, would this really excite me?As usual a bit too matter of fact and going through the motions. We need more spark. More on FCF generation, the reasons for our undervaluation imo.How are the Q&A coming along I wonder?

[charles clore] 23/10/2019 14:24

A very encouraging interview with Proactive

[shortarm] 23/10/2019 13:01

Cyprus still heading forwards.....!

[xow98] 23/10/2019 12:24

Kerim on Proactiveinvestors

"hxxps://www.proactiveinvestors.co.uk/companies/news/905433/ariana-resources--kerim-sener-talks--continued-positive-performance--at-kiziltepe-905433.html"

[bigglesbingham] 22/10/2019 17:56

That's me communicating with market makers saying my target price 180p ha ha

[swallowsflysouth] 22/10/2019 17:03

Own up Biggles, did you really sell 180 shares all in one go ?

[plasybryn] 22/10/2019 16:23

Off subject, but can I recommend the new film Official Secrets. It is based on a true story and is brilliant. A must see imo.

[ekuuleus] 22/10/2019 15:15

soulman, you come across as Liberal Democrat.

[soulman] 22/10/2019 12:40

I think 2tick might be Artificial ‘Intelligence’. Like HAL in 2001 - and we know what happened to him/her/it eventually. Certainly comes across as robotic.

[2tyke] 22/10/2019 10:46

Markets aren't about logic or economics biggles.
Investors buy or sell according to fear and greed in repeating fractal patterns.