Ariana Resources Investors - AAU

Ariana Resources Investors - AAU

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Stock Name Stock Symbol Market Stock Type
Ariana Resources Plc AAU London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
-0.05 -1.09% 4.55 09:07:57
Open Price Low Price High Price Close Price Previous Close
4.60 4.55 4.60 4.55 4.60
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Top Investor Posts

bigglesbingham: I get it , I posted something to Charles regarding investors tend to want things today rather than a company building strong foundations. My hope is the foundations will provide enough money to continue dividends and exploration moneies. Then KS strikes the jackpot with his expertise which brings the "today" investors in and greatly increases the shareprice. It's a simple philosophy but it's clearly one they are working to without any fuss. I believe over next six months we will begin to see some real progress with exploration. There will be frustration along the way be it communication, KS not delivering updates with vigour ect. All of that is noise the big thing here is the exploration prowess and not having to go cap in hand. Ie NO. Dilution.
bigglesbingham: I had no problem with that interview apart from no mention salinbas. They did confirm debt finance was method for tarsvan. With regards to the dividend paid in tranches it will entice new investors and will mean some investors who were going to cash in with stay longer . As to tax advantage I don't know ins and outs of taxation applicable to AAU and whether some Turkish influence. However I'm happy with the way things are progressing and perhaps KS looked tired because he has been working hard on behalf of shareholders and he holds more than most on this board. Ps I have had my disagreements with the board re communication but the position the company is in cannot be disputed and we've derisked our position so if Turkey do something left field (which I don't expect them to do but who knows in this climate) we've reduced our ownership percentage and reliance on turkey.
plasybryn: I think it is more simple than. The Co hasn't got the ear of the City. They are great at what they do but don't have the experience, the expertise or even perhaps the inclination to know how to court the movers & shakers. With such a large distribution of cash it should have been straightforward to attract Income Funds and other Institutional investors. It seems the moment has passed & no new significant investors have come on board. We need a Corporate Business Development Director with good contacts and knowledge of the City and its workings.
bigglesbingham: Totally agree. With Gantt charts the problem would be exacerbated because if the board suggest a date investors treat that as cast in tablets of stone. An if it's missed then all hell breaks lose. They will have Gantt charts strategies deadlines but why share the nitty gritty dates with investors. They have laid out their strategy projects etc and to me it's clear as it should be to other investors. Anyway there isn't a Gantt chart and I think the above is the reason. Now communication and the broker it beggars believe at how little in the way of output Panmure Gordon have produced. Surely the board have to see that and the lack of broker communication and lack of institutional participation is not good enough. My dealings with them were less than satisfactory and the board knows this also. Kerim is fiercely loyal towards hodgson and I don't get it.
xow98: All good and well, but the share price is down 25% from its recent high of circa 6.2. Any new investors who bought in at those levels will be down 10% inclusive of receipt of the eventual 0.7p over the next 12 months. Can you blame them for bailing out and, in the near term, why would any potential new investors select AAU given the recent share price performance?
carcosa: This subject comes around yet again. Intuitional Interest I just don't see any financial intuitional interest happening until the market cap is north of 100m. At current market cap values its not worth any of them getting out of bed for it. PI's bemoaned the fact of dilution quite a while back and your company sought to stop going back to the markets as soon as practical to do so. As has been mentioned by the company if an institution wants a look in then new shares/dilution will have to happen. Since AAU have just agreed to bung shareholders with a wad of cash then clearly there is nothing on the horizon for AAU to get their teeth into to warrant a cash raise. But this is where having close contacts with PG can pay off handsomely albeit potentially months to years away... if one of PG's existing clients wants to 'do something' then PG can facilitate with an informed, accurate and long history of knowing AAU and get them talking together. In corporate activities AAU has punched far above their weight, successfully negotiated with Turkey/Cyprus authorities, successfully achieved a complex corporate deal with extremely large third party companies, have tremendous success in not finding a 'duster', have wheeled and dealed with land in Australia etc., All items that are not so easily 'seen' on a balance sheet. The 'intangibles', if you will. AAU is the smallest mining company, I think, that PG has on their books which gives some gravitas to AAU. AAU's share price is dictated by the daily whims of retail investors, if not hourly whims. The low share price is the result of PI investors and no one else. AAU have issued numerous RNS's presentations and still PI's are not happy. At the end of the day AAU is a tinpot mining company to the outside world and giving away a large pot of money will be seen as the company not having any ideas what to do but as things expand in Cyprus and elsewhere then hopefully things will improve and then we see what PG brings to the table... if we can wait that long!
plasybryn: The Company also announces that Dr. Kerim Sener, Managing Director, and Michael de Villiers, Chairman, will provide an investor webinar on Tuesday, 20 July 2021 at 10:00 am. The webinar is open to all existing and potential investors and will consist of a brief update on the final results followed by Q&A session, held on the Investor Meet Company platform. Investors can sign up to Investor Meet Company for free and then click "Add to meet" Ariana Resources via the following link to join the webinar: hxxps:// . Investors who have already registered and clicked "Add to meet" Ariana Resources, will be automatically invited. -- Investors are encouraged to submit questions pre-event via the Investor Meet Company Platform, once registered. -- Questions can be submitted pre-event via the "Ask a Question" function located on your Investor Meet Company dashboard, in addition questions can be submitted during the live event.
plasybryn: I've just listened to some really interesting comments by Nolan Watson, CEO of Canadian (TSX) listed Sandstorm Gold (SAND). As you may recall, Sandstorm bought into the World Class, high grade Hot Maden Copper and Gold deposit, which is just 8 kilometres south of our Hot Gold Corridor and in particular our asset known as Hizarliyayla. Nolan was able to say that the Turkish Government had been in fairly strict Covid lockdown in 2021 and this had put permits back on Hot Maden a bit. The Hot Maden E.I.A. & F.S. have consequently slipped from the expected Q2 to Q3 2021 but he is now hearing that the Government is back in harness and permits are expected imminently, hence his Q3 expectation. Furthermore he said that even though Hot Maden cost them 2 years or more ago c. $176m for a 30% stake and has since advanced considerably, he doesn't think the market has priced it in. In fact with the increase in Gold & Copper prices he says the project economics are now much stronger and that will be the same for us. As such he believes the Hot Maden E.I.A. will be a huge catalyst for the share price and thinks investors and the market will be shocked it has moved forward so much. I can see strong correlations here with Salinbas and Tavsan both in terms of their value not being recognised and the huge catalyst they represent for our share price. Nolan also predicts copper prices will go much higher and Hot Maden is now 75% gold & 25% copper. He said in effect investors will be getting the gold for free. If they get their E.I.A. in Q3, he hopes they will start building the mine by the end of 2021. Perhaps Salinbas will take less time than we think. Interestingly he also said that Environmental Permits in Turkey can present real challenges especially for large open pits in highly forested areas where they have to cut down large numbers of trees. However at Hot Maden this is not the case. Perhaps this is also the case for us in the Hot Gold Corridor due to the mountainous location? My opinion is that the announcement of the Hot Maden E.I.A., hopefully during this quarter, will trigger significant investor interest in the region and have a strong positive knock on benefit for Ariana. We shall see.
bigglesbingham: My simplistic way of looking at this stock is I look at market cap I discount amount in cash to nearest million and then ask myself do their assets meet the market cap minus cash. My view is a resounding yes and I think it will value out. Take CHF valued at £11m and they are not dissimilar apart fromThey DONT have a resource whereas Venus does. The special divi is going to coincide with news on salinbas so I think any dip will be quickly recouped by demand by existing investors reinvesting dividend as it could be meaningful value and new investors. Also as has been mentioned a rise leading into payment of dividend .
plasybryn: I was wondering if it makes sense to issue the details of the special payout on its own? Would it be better to announce it as part of an updated strategy statement so investors can put a big payout into perspective. Some Co's returning large sums to shareholders are lost how to invest themselves or are winding down. As we are winding up we need to ensure investors don't get wrong footed by this. Just a thought.
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