Ariana Resources Share Discussion Threads

[jaynesdad] 05/10/2023 09:18

Good posts renniks, well thought out and articulated.
We all get frustrated here and I agree that the strategy the company takes is fairly clear and has not been misrepresented by management. However that path is not to everyones liking, but, as you say it is also everyones choice to remain or to go, it was our choice to invest and no one forced us. The only counter argument I can think of is that many feel trapped here by what we all think is an underperforming share price. That itself raises the prospect of quite a bit of resistance due to selling on any sustained/ attempted break out by the disenchanted or those who have a need to generate cash, particularly the elder posters.

[soulsauce] 05/10/2023 09:14

Bigglesbingham post 19896, you see by adding the post number when there is a distance between the post you are replying to you can see what you are replying to instead of 4 posts on the trot guessing what you are referring to and it's 'you're' or 'you are' not your. There that's me being patronising in return for the patronising comments you have made.

Please don't turn this BB into a place where you are labelled for having a difference of opinion.

I am sure you know quite well that the 'spread too thinly' remark is as much about having people with ability on the board as getting done what is needed.
And just because they are spread too thinly, how does that prove that they must be busy. They have set the company up so that they don't need a great amount of input but that comes at the cost of glacial progress and a dwindling share price as more and more get cheesed off.

Of course I have no evidence that they are not busy other than I would like someone to tell me what MdV does day to day and what Kerim does day to day from 8000 miles away. Maybe you can provide evidence of what they actually do.

There is really no excuse in this day and age for doing the basics, which most companies do now, in providing photo updates to twitter of the progress of an important development such as Tavsan.

Apologies in advance if this was seen as another meltdown :-/

[chinese investor] 05/10/2023 08:55

1812 Overture DA DA DA DA DA DA DA DA DA DA DA DA DA !!!

[kaos3] 05/10/2023 08:38

Thank you Sir for taking time and your considered response.

[bigglesbingham] 05/10/2023 08:02

Agree totally

[renniks2016] 05/10/2023 07:49

I think the 'Octopus' within the realms of the JV and Kizl, are fairly well serviced by Zenet and the JV, with little input from AAU, wider a field no doubt we have an input at Salinbas and Hizarliyayla, at what level and associated cost, I don't know. At the core we are an exploration company and a damn good one, utilising cutting tech to provide huge benefits in time saving analysis, hence our discovery costs being so low. With the added bonus of having positive cash flow! there aren't many out there in that position.
summary- Gold producer (tick) mine builder (tick) pipeline projects (tick) de-risked business model (tick) future dividends (tick) Blue sky opportunities (tick)buy-out potential (tick) Happy investor (tick) Investor understanding the current market (X)

[kaos3] 05/10/2023 06:49

renniks.... big man... a simple q..... or two

....are they selling their services to the outside market and make a profit net margin out of it..... how much - to make it short and easy

.... are they selling their services to the octopus at a profitable margin .... what is the total revenue and what is the net margin. or is it at cost. or bellow cost.

otherwise... they need just something /impossible/ to turn the reality into a profit i guess ... as i fully agree with you - they really are excellent at the core.

why did i write this ... because we are talking about their core business as i see it atm. selling services. their main earner. is marketing and pricing ok.... for IMC list

... here i go ....

[renniks2016] 05/10/2023 06:42

PS. my point, those service and consultancy agreements require a lot of input, analysis, time and resources. So I for one do not think anyone at AAU is tossing it off.

[renniks2016] 05/10/2023 06:37

I am amazed at how quickly people seem to either forget about, ignore or simply dont understand or even know about what 'Team Ariana' do, and this is not me looking through rose tinted spectacles, this is fundamental facts, every investment the company has made in the last 3-4 years has been tied in with services, consultancy agreements etc. Venus, WTR, Panther AZ, Pallas, Ammonite etc. ALL have consultancy agreements in place, not for cash, but for shares, all agreed at front end, a time when and where the best possible negotiations can take place, which results in value creating opportunities 'that far out way any short term value of receiving payment in cash for those services, also gives them a massive insight into what, when and where to go with each position, due to the insider knowledge. Then away from their partnering agreements they have their own 100% projects in Turkey, Leopard will not be just sat there gathering dust, too many want to be spoon fed info, taken to one side and reassured about their investment, the strategy, in my eyes could not be clearer, the simple question is, do you believe in it, the board, the wider team, the prospects, their positions, is so stick around, if not, tuck these away and come back in a couple of years, because even the most faint hearted probably believe in this. No replies required, just me stating my opinion and a few facts. GLA

[kaos3] 05/10/2023 06:17

note to my self .... many BBs but not AAU are turning into wasp nests last few weeks. specially rich and powerful are getting annoyed and will kick their lower ones .... like i do with my dog which i do not have. maybe i should learn some silence. become woke and respect feelings. makes sense. is healthy. but hard to do.

[bigglesbingham] 04/10/2023 23:22

Soul many on here have said they are worried about how thinly the board are spreading themselves due to many projects. Now your implying they are doing relatively little. Your having one of your meltdowns pal which we have seen many times over the years. A lot of time I agree with sentiments but sometimes you will look at the negative of everything when your peed off with share price returns, which is your prerogative. However I have to disagree here when you imply they aren't working hard for the cause. Their commitment to the cause in my opinion has never been in doubt. Sometimes I disagree with marketing etc but strategy and operations and hard work has never been an issue for me. When investing that's one of first things I must see -- commitment. KS has nearly all pension and significant asset tied up in AAU and it was clear they live and breath AAU which may not always be good but I believe to be true!!!

[bigglesbingham] 04/10/2023 23:10

I agree he shouldn't have been so honest however I agree with the sentiment. It did show naivety in the wider picture of what he sees his job roll as and hopefully he will learn that with a plc you have to be a little more diplomatic particularly to those who ultimately decide you longevity. Diplomacy isn't one of my traits hence I've had a few run ins with the board. However I have also learned over the years to not cut off my nose to spite my face. I can see the strategy I have faith in their ability to find gold and they have proven they can produce which is ultimately what all investors should be looking for in a junior miner / explorer.

[bigglesbingham] 04/10/2023 23:05

Agreed and ditto

[soulsauce] 04/10/2023 17:51

It kind of smacks of being out of touch and a total lack of empathy for long term holders of which Ariana has many which I would say is unrivalled by most juniors.
Something quite obviously lost on Kerim when he makes such crass remarks.

[jaf1948] 04/10/2023 17:36

dixi,

It was my question at the last Q&A session and yes, I felt offended by the comment.

[dixi] 04/10/2023 17:29

It's all very well stating that share price 'gyrations' can be due to issues beyond the company's control. But looking at a 3 year chart, it has done nothing but go down. That, surely, cannot be something they are proud of? I'd suggest a share price reflects what the market thinks the company is worth and it is down to the company to prove otherwise by good performance. As it stands the fast-buck merchants will get involved once there is reason to do so. I'm sure the comment was not intended to offend shareholders, but it does not sit especially well with me.

[charles clore] 04/10/2023 17:01

Every so often, we are given the opportunity to hoover up these shares at an unbelievable price. That is happening now, so don't knock it folks.

[soulsauce] 04/10/2023 17:00

Indeed Jaf 🙄

No one has EVER made a fast buck here unless they were really really lucky.

[jaf1948] 04/10/2023 16:46

soulsauce,

All companies lose shareholders over time for various reasons. But when the CEO said this on June 12th 2023, it is hardly likely to help attract new shareholders:

'The value of the business is not measured by share price alone, though it may well be for those that want to make a fast buck. In contrast, we are in the business of building a long-term enterprise and the gyrations of the share price, which are most often influenced by factors outside of the control of the company, are peripheral.'

[dodie1] 04/10/2023 16:29

Jaf, I suspect earlier chat about Rowan might fit with that but I obviously have no knowledge of personal shareholdings and it's only speculation. As Biggles says the sells just match buys, regardless of what is going on in the company, and that has the look of a blanket instruction to me. As you imply though I'm sure there have been other sellers. Overall the company looks good to me and I think patience will eventually be rewarded. :) I've kept adding when I can.

[bigglesbingham] 04/10/2023 15:35

Well there definitely is a broker working a large sell just look at the matched buys

[kaos3] 04/10/2023 15:22

exactly. and more. without TR1

[jaf1948] 04/10/2023 15:12

dodie1,

I understand what you say but there has been talk of this 'single large seller' on here for nearly 3 years now.