I know I said in November that I would give Kerim 12 months to turn the company around; in the words of Kenny Rogers 'You've got to know when to hold 'em, know when to fold 'em.'
This company needs a professional and experienced CEO to have any chance of succeeding. Until that happens, IMHO it is not a good place to invest my money so I again fold. |
Aaah, shareholder relations |
That being said I do not think they will reply! |
Nope, but Kerim was in Zim until today I believe. |
Any response yet Shortarm? |
Tavsan is supposed to be producing early 2025 and this is early 2025 so.? |
News today might be better. jees they really are working this one on OT |
Not had time to drill it but in basic view, the volume at low has not been selling so the net is still very positive for news despite it being an RNS driven rise
Got to be in the next couple of days though really |
Of course, needs that news or its a sinker lol |
Might get that news this week Mingy. Certainly working the area hard enough for something anyway |
teaching my kids investing i showed them this sceene in the movie
2min 18 sec look for 20 sec
we are on the topic illusions, profiling, hope, greed, conman, honor, fame etc - human drivers
used on ourselfs by ourselfs and then the others to us
topic when patiance is becoming negative .... when is good to loose patience
how to integrate accumulated knowledge with the intuition which are conflicting
self discipline |
aau is a huge educacion in investing to my self. on so many aspects.
material vs share performance of a material miner
90 % of small cap miners never make it, 3000 small miners and explorers made over 2 bill loss last year
good story and dilligent work is not enough
TA works very well even on small miner
role of the diverse shareholders - no role at all that is - leaves all the freedom to do as they feel to suit them selfs
importance of corporate governance
psychology in investment process is weighted over 50 % (mine, BODs, other shareholders, whole society)
and so on. I picked aau story as an example in teaching my kids the subject on investing. out of handful |
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 |
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