Ariana Resources Share Discussion Threads

[shortarm] 03/2/2022 12:27

Soul, I'm not that keen on a thumb up actually lol....You? ;-)

[thanksamillion] 03/2/2022 12:25

With the passage of time all these complaints will be as nothing.

[soulsauce] 03/2/2022 12:15

Shortarm I don't understand why you are getting so hung up on the thumbs up?
The reason they are given thumbs up is because they are nearer the truth of what is happening.
The Venus ipo has gone backwards and the tone now vague.
Tavsan is massively delayed and it looks like the latest date in the recent presentation isn't going to be met.
Salinbas is struggling through the winter and we all know Ozaltin should have been up and drilling that much sooner. Even in a good winter it's rough in them thar hills.
However it is good to know all is going well on the production and exploration front. It's just a shame they are so shy of promoting and communicating it but at last Kerim has surfaced today.

[shortarm] 03/2/2022 12:13

I'm waiting around for the 500 million MCAP ambition/intention/goal....

[jaf1948] 03/2/2022 11:58

Yes, Biggles, for a company to ultimately succeed and grow, fundamentals are everything. As an guide to investment, they are not really important at all, unless you are in for the very long term. Ariana's share price graph amply demonstrates that.

[konil] 03/2/2022 11:30

positive posts are great but how realistic are they when things dont seem to be that great? priced at 3.7 / 3.9 i'd say the market agrees its not that great at the moment.

i found the proactive interview depressing for following reasons:

1. vague on the venus ipo, "this period" whatever that means and nothing about the apliki mine? no guidance on timescales for ipo nor apliki.

2. at tavsan more data to go into the feasibility study, "then ramp up towards tavsan development during the course of this year"
so when will mine development complete and production start? late 2023? don't know, no guidance on timescales.

3. at salinbas "worst winter in perhaps a generation so its been slow going"
ok, winter weather makes for slow going but this comment suggests extra slow, and guess what, no guidance on timescales.


as bright as i see the long term here, if i were in profit, i would take some now and come back later.
perhaps many are doing just that.

[plasybryn] 03/2/2022 11:27

BRR Media Scott interviewing Kerim now on Twitter as well. Only 4 mins. Not as all encompassing as the 7 min Proactive one, but all positive. Again nothing about payout or share price but good to hear Kerim in positive mood.

[bigglesbingham] 03/2/2022 11:20

Just added a tad , fundamental's are everything. Prob March April salinbas results

[8rad] 03/2/2022 11:07

Well I am so negative today that I just had a little top-up to raise my spirits.

[shortarm] 03/2/2022 10:48

Nice to see a positive post get some thumbs up! Everyone seems to love the negativity.......

[bigglesbingham] 03/2/2022 10:06

Nice concise update. Benefit of doubt this communication was planned after both rns updates. Everything on track, delays due to weather at salinbas was to be expected in mountains. But very healthy well managed. Can't argue with more than target five years on bounce.

[soulsauce] 03/2/2022 09:15

Good to finally get an update from Kerim. Maybe they do read this board.

What does that mean Plasybryn?

[zangdook] 03/2/2022 09:10

direct youtube link

Also, why not ask if being in Australia for two years has caused any difficulties and if he's been trying to go back.

[konil] 03/2/2022 09:10

bit vague on the venus ipo, "this period" whatever that means and nothing about the apliki mine?

at tavsan more data to go into the feasibility study, "then ramp up towards tavsan development during the course of this year"

at salinbas "worst winter in perhaps a generation so its been slow going"

hope not, but sounds like more share price drift to come?

[plasybryn] 03/2/2022 09:09

On Twitter: Ariana Resources K?z?ltepe Projesinde Toplam Kaynak Miktar?nda Yüzde 19'luk Art?? Aç?klad? Ariana Resources K?z?ltepe Projesi ile ilgili güncel bir kaynak kestirimi payla?t?.

[plasybryn] 03/2/2022 09:00

Yes good question JAF. It's missing the elephant in the room. Doh!

[jaf1948] 03/2/2022 08:41

Why did Andrew Scott not ask 'If everything is going so well, why doesn't the share price reflect this' ?

[plasybryn] 03/2/2022 07:52

Good Proactive video out this morning. 7 mins Kerim with Andrew.On Twitter.

[philby1] 03/2/2022 07:52

Just out, Kerim on Proactive Investors;

[konil] 03/2/2022 02:39

bb, hope it works like that, could do with a steady increase.

plasybryn, when they mentioned the venus ipo last year i thought the timescale sounded ambitious but was hopeful because i had no idea how far they were down that road. its clear now the timing was hopelessly unrealistic. i'll eat my words if they announce its done and dusted this month, but how can they, there is not even a prospectus yet.

could there be a chance they would progress with the apliki development without ipo, by using the aau cash pile? expediting apliki would be a good use of the cash and once in production the cash could be replaced (by repayment from partners and from production income) for use elsewhere. perhaps unlikely though as we would have heard of such plans by now?

[bigglesbingham] 02/2/2022 20:26

In the presentation an analysis said the share price increases 12 months prior to production then falls back. About right time to start rebounding

[soulsauce] 02/2/2022 19:16

Yes Nov31.

[nov31] 02/2/2022 19:13

Thanks for the name check earlier today Temujin! I'm still here and holding and occasionally adding small amounts when the price dips to ridiculous level. when's the next divi due? End mArch?

[plasybryn] 02/2/2022 18:59

The yield will get ever more compelling however. The sort of news that could change our fortunes imo are drill results from Salinbas with a high grade discovery like happened to Marianna Resources with Hot Maden. The Venus Minerals IPO could be a trigger as well as investors wake up to what our 50% is worth. Beyond that Kerim has got to pull something out of the bag that has near term cash value. Tavsan is still 12 months out so I don't see any immediate significant impact. Hope I'm wrong.

[konil] 02/2/2022 18:44

shortarm, your 9784, yes let's hope so.

unfortunately i have a downbeat view of that too, in that if it was one or a small connected group of sellers, they must have had a massive holding because we have been ascribing the selling to him/them for months now, and if that is the case then they must have deep pockets, so possibly would only sell due to distress in their finances, how likely is that? who knows? on the other hand imo its more likely to be a continual sell down by a multitude of holders given the tiresome trend of the sp, and that type of selling can go on and on and on.

i prefer your take on it, but don't see it as likely. bwdik.