Ariana Resources Share Discussion Threads

[charles clore] 31/3/2022 13:10

The usual pundits question the value to shareholders of the Newmont deal. The company needs to quickly allay such doubts by clarification of the terms. A focused podcast by our esteemed leader would suffice, thank you KS

[kaos3] 31/3/2022 12:59

basically newmont took exclusive partnership status in eastern EU? or at lest have to agree the on goings?

am I right?

[bonehanmer] 31/3/2022 12:53

Just topped up...couldn't help myself.

[soulsauce] 31/3/2022 12:45

What I don't see is any lock in period for these shares (huge oversight) so we could very soon find we have a 46m overhang for some considerable time should Newmont decide to cash out and then have everything else in for free.
Kerim provided huge dilution when he first took on the database and it looks like 'loyal' shareholders have paid dearly again.
I only hope his nibs makes better use of it this time 🤔

[zangdook] 31/3/2022 12:12

"Ariana granting a 1% NSR and WTR granting a 0.75% NSR to Newmont"

It's not clear to me what the 1% and 0.75% is of. Is it of anything AAU or WTR choose to develop based on work done under this agreement before Newmont lost interest?

[dixi] 31/3/2022 12:08

I'm ok with the Newmont deal, I'd prefer that to issuing shares at a discount, to an institution who wants a slice. Somewhere along the line this activity is going to pay off.

[soulsauce] 31/3/2022 12:03

konil basically Newmont have spent $2.5m but got Ariana shares in return.
Ariana are passing this on to WTR for exploration.
So yes us shareholders have been diluted, we are not getting an increased position in WTR and Newmont can basically sell shares further down the line and make on the deal.
What is in it for us shareholders I do not know apart from having some link with Newmont, but it adds no short term value for 'loyal' shareholders.

[xow98] 31/3/2022 11:52

MdV tweet (that’s his 5 minutes for the day)

[konil] 31/3/2022 11:44

maybe it was just me but i did not forsee being diluted when the first rns about newmont's $2.5m so called 'investment' came out.

i have now re-read the 24 march 2022 rns and dislike many other paras within it, probably an incorrect assessment on my part, because i do not understand enough about it, but as examples here are two which imo stink...

1. "The Alliance between Newmont, Ariana and WTR to run for an intial period of 5 years; such period being mutually extendable with future funding requirements of the Alliance to be met by Newmont, via an option to further invest in Ariana."

so more dilution to come, thanks very much.

2. "On conclusion of the Alliance term, and in the event that no Mining Company is established, Ariana, WTR and Newmont will each retain a copy of the Alliance Database, with Ariana granting a 1% NSR and WTR granting a 0.75% NSR to Newmont."

unless i am corrected otherwise, it seems to me that newmont have already been paid for their $2.5m 'investment' and access to their regional database by the issue of new aau shares to them but if newmont decide not to to do anything further with ariana within the alliance term (5 years initially) then they obviously still keep the shares and will additionally get a piece of anything that aau/wtr achieve in the future via the nsr.



ks has obviously been desparate to get access to newmont's regional database and maybe he can make it work better than newmont has to date, but the structure of the deal makes it look like he is giving away chunks of the company (diluting existing holders) and giving away future income (nsr), in return for a very long term gamble. meanwhile aau have $millions in an account somewhere.

perhaps this is ks strategy to get to the '10x in 10 years' goal, but until explained further in terms a child could understand i.e. clearly, i am not liking it.


most on here seem very happy about the newmont deal, but as of today's rns i am somewhat down on it. i'm pinning my hopes on apliki (and other cyprus assets that can be fast tracked because of it) and tavsan, everything else including salinbas and certainly the newmont deal too obscure for me currently.

[thanksamillion] 31/3/2022 11:00

Relax, 5p is coming in next few weeks, mind it might rest there for a month or three.

[soulsauce] 31/3/2022 10:59

bigglesbingham of course you are right re' Newmont so why not make more of it in this RNS to compliment the initial one. And given it's importance, more reason to have all the detail correct don't you think.

[zangdook] 31/3/2022 10:54

Just getting back to 5p would be nice. It's not so long since we were there.

[jaf1948] 31/3/2022 10:49

IMO, there will not be an improvement in the share price until Ariana is run like a public company rather than a private one.

[plasybryn] 31/3/2022 10:44

Again not seen a positive response to the dividend. I find that disappointing.

[soulsauce] 31/3/2022 10:42

Shortarm my post above was not condoning the offensive one, nor the person who ticked it up. My comment was on you saying who was ticking up all the 'negative' posts when those posts have been truthful and as people see it and that is why they get so many tick ups because many shareholders are rightly fed up about the many things that can be so easily improved but for whatever reason aren't.

[8rad] 31/3/2022 10:28

Stuck in that room in Perth suburbia what else can he do. No travel restriction now in W A so why stay there.. unfathomable.

[zedder] 31/3/2022 10:27

Somebody is obviously fed up. 1.2m dumped at 3.8p.That's actually not a bad price for a trade of that size so there must be some demand somewhere.

[shortarm] 31/3/2022 10:22

You condone the use of offensive language against short people?Joking - I am six two and over 100kg.I'm happy enough with a deal with Newmont, IPO, a few mines and some early investments in other stuff... Kerim doesn't seem the type to sit around.....

[soulsauce] 31/3/2022 10:00

Negative posts Shortarm?
When you say negative you mean posts that don't agree with your thinking.
I see you jumped on the post about getting the price wrong this morning, which DP has also highlighted.
It's not negative. Jeeze the company has f-all to do, at least get the detail right. Not only have they got the price wrong, they could have used that RNS to again highlight the importance of this deal with Newmont with some commentary.
Come on MdV, earn your free options ffs!!

[shortarm] 31/3/2022 09:59

And their intelligence level :-D

[shortarm] 31/3/2022 09:51

But at least it gives us a clue as to where all the tick ups for the negative posts come from :-)

[shortarm] 31/3/2022 09:48

Well, that is an intellectual well informed post :-)And some cowardly numb nuts tickes it up lol

[donald pond] 31/3/2022 09:37

The muppets put the wrong price in the RNS. 0.411 GBP is 41.1p.

[xasy] 31/3/2022 09:34

Why does shortarm post so much empty nonsense on here? It's how he expresses frustration because his arms are too short to reach his peepee.