smallsh UT trade at 1.955, way over the ask. |
 Nicoya Reasearch:-Just a part of the article.Gold mining stocks have been in a downtrend relative to gold for a few decades, but this is starting to change. While gold is up 8.5% in the past month, the VanEck Gold Miners ETF (GDX) is up 19.3% for leverage of 2.3x. I think we are going to see a continuation of this trend throughout 2025, with mining stocks significantly outperforming the metals. In my view, this is an excellent time to start increasing exposure to mining stocks ahead of earnings that will continue to surprise to the upside.SummarySomething significant is happening in the gold and silver markets at the current time. Inventory is getting cleaned out in London, Asia and India, with long delays and discounted pricing as a result. Industry insiders are reporting a gold shortage with increased difficult to source the metal. Physical gold is moving to the United States at an unprecedented rate. Central banks around the globe are showing a fierce appetite for physical gold and there has been a growing trend in recent years of gold repatriation. Sovereign nations are wanting to hold their gold domestically and more recently there appears to be a rush to acquire as much physical gold and silver as possible.There is not a clear view of what exactly is driving these moves, but recent moves by the Trump administration are likely a key driver. There is speculation that the gold on the balance sheet of the United States could be revalued or even that the new administration may consider returning a gold standard where the dollar is at least partially backed by gold. An audit of the gold reserves or even the Federal Reserve have also been discussed. The massive paper shorts against gold and silver could finally be squeezed by these actions, creating a massive upward movement in prices for gold and silver.Lastly, gold and silver mining stocks are significantly undervalued by historic standards. But in recent months we are starting to see significant outperformance by mining stocks, which could be the start of a much larger leveraged move. With gold and silver prices rising much faster than costs, mining companies are seeing expanding margins, rising profits and exploding levels of free cash flow. I expect this trend to continue and accelerate in the months ahead, although the technical chart is suggesting that gold is overbought in the near-term.At Nicoya Research, we have long advocated for holding physical gold and silver. Investors may be able to enjoy even better returns from holding a mining stock ETF such as GDX. But the greatest returns can be found by studying the sector closely and picking the winning mining companies that will offer the most leverage to the move higher in gold and silver prices. This has been our area of focus for nearly 20 years and we have built a portfolio of mining stocks that has been able to outpace the sector. In fact, our top performer is up over 70% so far in 2025 and 7 of our positions are up 30% or more in just the first 6 weeks of the year! |
Why diversity and gender balance? Surely its the right person for the job end of story |
This COULD be a turning point in the company's communications strategy |
A healthy dialogue should exist between the board and
all of its stakeholders, including shareholders, to enable
all interested parties to come to informed decisions
about the company.
In particular, appropriate communication and reporting
structures should exist between the board and all
constituent parts of its shareholder base. This will assist:
• the communication of shareholders’ views to the
board; and
• the shareholders’ understanding of the unique
circumstances and constraints faced by the
company.
It should be clear where these communication practices
are described (annual report or website). |
he board must have an appropriate balance of sector,
financial and public markets skills and experience, as
well as an appropriate balance of personal qualities
and capabilities. The board should understand and
challenge its own diversity, including gender balance,
as part of its composition.
The board should not be dominated by one person
or a group of people. Strong personal bonds can be
important but can also divide a board.
As companies evolve, the mix of skills and experience
required on the board will change, and board
composition will need to evolve to reflect this change |
This summarises the changes. Maybe better than nothing. |
f.e.
....Directors must develop a good understanding of
the needs and expectations of all elements of the
company’s shareholder base.
The board must manage shareholders’ expectations
and should seek to understand the motivations
behind shareholder voting decisions.. |
it was ok link - for 2018 code. just read it |
Deleted again. That was the 2018 version again.
Hm... |
deleted, wrong link |
thank you zangdook
it is a short text - 28p only with all above and bellow included.
recommended. specially on the chair role. and then compare |
kaos
get it here
Sorry, I didn't see you wanted the 2023 one |
Zimbabwe Kuvimba Mining House, a state owned miner, is tapping development banks, mining companies and traders for $950m to develop lithium, platinum and gold assets.More than half of the amount planned to be directed to development of an underground platinum operation at the long delayed Darwendale project, Bloomberg writes.Lithium project development is estimated to account for $275m with the Company having agreed a lithium JV with Chinese mining firms.Lithium deal is expected to be finalised by March paving the way for Phase 1 development at the Sandawana Project which is expected to run at 500ktpa lithium concentrate. |
When does the new QCA Code (2023) apply from?
We recommend that any company which claims to apply the QCA Code in respect of accounting periods commencing on or after April 1 2024 will be applying the new QCA Code (2023) and not the QCA Code (2018). Companies should update their governance disclosures appropriately.
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The Ariana Board of Directors aims to conform to statutory responsibilities and industry good practice in relation to corporate governance of Ariana and its subsidiaries. The Board has adopted the latest version of the QCA Corporate Governance Code (2018) (“QCA Code”) and strives to follow the 10 principles outlined within it to the fullest extent possible taking into consideration the stage of development of the Company. It also seeks guidance from its advisers on recommended best corporate governance practice for AIM companies. To learn more, go to Corporate Governance in the AIM rule section of this website.
i am looking into the corporate governance - unfortunately one has to buy the code. it is not free. imho aau has some issues with governance as i comprehend it. but i can not check it - where my thoughts differ from the facts. as aau is in sync with QCA - they say |
I totally agree. |
I'm with you on this, can't believe this not worthy on RNS, look at the size and numbers for Christ sake! Fantastic news! |
Thank you Shortarm for the information and your positive analysis; appreciated! |
Interesting to see if you get a meaningful response Shortarm. |
Xow, I have specifically asked the company to clarify the situation in Zimbabwe and address the current rumours/rule changes. |
Nobody interested in buying
500 buys
266,563 sells.
Needs some definitive, short term news and clarity on Dokwe funding.
They have used up all their investor credit (well, mine anyway). |
Is 6 percent of 115 million dollars not something of interest to you? Or 6% of 49% of a massive Ivanhoe project?Yeah, yeah - it's all to far in the future and we want it tomorrow or maybe before! |
As Tom Cruise put it so succinctly: 'Show me the money' then I'll be interested. |
We own 6% of Pallas Resources and 8.4% of Altai which is majority owned by Pallas.Is nobody interested is this great investment or do we all just want miserable sh1t posted?? |
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