Ariana Resources Share Discussion Threads

[kaos3] 17/1/2024 08:37

maybe AAU should invest into JV to increase their share of such a stellar investment - poss new hod maden

sells gold and buys in
or asgard buys in

probably all bulls should be for it supporting the JVs raison d etre

[kaos3] 17/1/2024 08:34

i do ... they bought gold and have their cash out of turkey ..

they told us as much.

very good PR by AAU

aau is one of the best and will booom one day.

fiat will be trashed, gold will rise. aau is mining gold

i miss professor posts

[plasybryn] 17/1/2024 08:29

Anyone want to adjust their 3p predictions?

[plasybryn] 17/1/2024 08:28

I suspect this is why the share price is where it is. Those in the know have been aware capital is an issue. The rest of us have been promised Tavsan production for years and now we are probably looking at steady state in 2025. The importance of extending the resource/reserve at Kiziltepe to extend the life of mine seems to pass over them, yet this was surely in their control and would have provided reassurance whilst Tavsan continues to slip. The RNS lacks energy and excitement in my opinion.

[kaos3] 17/1/2024 08:26

no need to change the share price today because of the todays news /to the up/

[jaynesdad] 17/1/2024 08:19

Absolutely agree with Plasbryn on this.
Quite a slippage at Tavsan, which I doubt will now be in meaningful production in 2024 until the very end of the year, leaving only cash flow due to the dwindling Kiziltepe operation this calendar year. This is the first time that I have seen implications of restraint due to cash that I have seen reported in many years of following AAU.
Not worried, but I think a disappointing update. All that having been said I suspect that self financing of Tavsan was best especially given the unavoidable delay in the project in 2023 due to the legal action.

[kaos3] 17/1/2024 08:16

so so result.

silver sold at low price .... no need for that

increasingly lower production and more expensive going for satelites. but that is reality. as it is worse - the job is good.

we never got to read JV contract. we got verbal assurances, that minority will be protected, that the divis will be paid in due time when there is FCF. up until now i can not know that is the case.

but i know that only profits are used to further develope tavsan and salinbas. which was not the case when we were sold the JV reasoning. good connections of the majority holder should have provided enough capital directly or indirectly. todays rns hints that the capital is a problem, a restriction to move faster.

i asked many times about how sund is our major shareholder - huge, fast growing, politically connected civil engineering conglomerat. reminds me of south koreas conglomerates.

conglomerates being a tool of politics not just economis. how sound is that.

KS is clearly trying to diverify ... which is another hint i might be right. but all / most/ diversification attempts until now i see as a flop. kosovo ... good geology but look at the history. more powerful got burned there. cyprus no need to mention it. asgard .... more and more potential ... we have to wait.

also what they do not tell us ... how profitable are their operational revenues. all is about assets which they gathered /very good/ but their day to day superb operational work gives revenue. as we work for others /we are minority shareholders/ i would like to know if we support those investments with negative pricing, are they neutral or with a normal profit margin

[plasybryn] 17/1/2024 08:03

So are they saying that Tavsan would have been in production sooner if they had had access to capital. That is if they had raised finance as they originally planned to do, before Turkey etc went into hyper inflation and capital became harder and more expensive to raise. It seems managing the capital costs from Kiziltepe cashflow has constrained the speed of spend and consequently the date of production. Many may like this anyway, but again it would have been helpful if they had been more upfront with the reasons for slippage imo.

[shortarm] 17/1/2024 07:30

Nice with the silver credits on top!
.
"During 2023, the strong gold price environment resulted in one of the best years for
gold revenue since operations started.

[shortarm] 17/1/2024 07:29

Completely new deposits!!
.
satellite operations, some of which are located within Zenit-owned licences, and
others which we have identified within neighbouring licence areas.
.
Kiziltepe will be producing a lot longer it seems!

[soulsauce] 17/1/2024 07:24

Tavsan slipped another Q but other than that looks OK.

[bigglesbingham] 17/1/2024 07:22

Several years left at kiziltepe. Satellite pits around kiziltepe area would only be stated if they were confident of delivering which is a nice surprise. Over $2200 per ounce at $700 cost is excellent. Tarsvan with no debt nice. Blue sky opportunities with exploration assets based on good results to date. Solid foundations on which to build a mid tier gold prod company. Solid. With liners and weather there were similar issues at kiziltepe as they cannot be laid in severe cold. Totally at ease here the rns basically reenforced the foundations. Certainly gives one comfort regarding our position and highlights the disconnect between assets, short term income stream and capital value of only £25m

[konil] 16/1/2024 20:30

jaynesdad, its a complicated answer but there is a lot of info on the web which explains why and even more complicatedly how its done.

the underlying reason for it is the need to see the usd maintain its value/strength, so the strategy has the backing of the u.s. govt and some other govts and is executed by comex and related parties with the support of the central banks.

many times commentators have thought it would have to end, for one reason or another, but with such powerful players which includes the ability to fudge and change rules as required, so far it has just carried on. eventually it will have to stop but its anyone's guess which of the many pitfalls will trigger it, and when.

[charles clore] 16/1/2024 20:02

JD - because it is, it must be because it doesn't follow market forces but inevitably, it will eventually.

[jaynesdad] 16/1/2024 19:32

Why when the share price or PoG goes down do we always hear its manipulation?
It just the markets at work.

[charles clore] 16/1/2024 18:25

Kenilworth - it's pure manipulation by the Comex.but i wonder what happens when they run out of gold and silver. The emperor will be naked and then we will see who owns what.

[konil] 16/1/2024 17:58

with tensions increasing globally and no sign of end to russia's war it always seems odd to see the pog stagnating/going down. i guess the manipulators are paddling harder than ever, because it becomes more important for the u.s. and the west generally to see a strong dollar during turbulent times.

no matter though, if this pog range or even a little lower is maintained, it still racks up big profits for aau with aisc in the $650 to $750 range.

all we need now is some big positive news before tavsan production to start the uptrend. followed by start of tavsan production to provide the after burner effect. then with a lot of 2024 still left maybe more to come later in the year.
just hoping.

[jaf1948] 16/1/2024 16:52

Thank you, Shortarm. My day is now meaningful again.

[shortarm] 16/1/2024 16:45

You will be relieved to hear that 26K was bought on the other exchange..Shares not pounds lol

[jaf1948] 16/1/2024 16:27

And now 50 shares bought !!! This is too too much.

Ariana on steroids ? More like Ariana on Mogadon.

[soulsauce] 16/1/2024 16:12

🤣🤣🤣

[jaf1948] 16/1/2024 16:04

A few more days as exciting as these and I will have to lie down in a darken room.

[thanksamillion] 16/1/2024 09:53

5huu ........alas both those taken by IronStorm,

tigerchris1 ... 5.05 4.75

Cheers all.

2024 Year end Competition


---------------------------------2024 High 2024 End Year


JAF1948---------------------------- 4.500 3.20
Temujiin--------------------------- 3.980 3.44
Jaynesdad ------------------------- 3.850 3.65
Claretandbluedave------------------ 4.400 3.70
Run12------------------------------ 4.100 3.55
Zangdook--------------------------- 4.501 3.80
Charles Clore --------------------- 4.900 4.40
Soulsauce-------------------------- 4.850 4.50
Trevor1234------------------------- 4.700 4.55
tigerchris1-------------------------5.050 4.75
Bodgit----------------------------- 5.800 4.90
IronStorm-------------------------- 5.250 4.95
Doinnuthing------------------------ 5.600 5.05
JD 1965---------------------------- 5.700 5.19
pjmurph-----------------------------6.500 5.20
Plasybryn-------------------------- 5.890 5.21
pharmoutcomeszzz------------------- 5.900 5.30
Coachsailor------------------------ 5.650 5.60
zedder----------------------------- 6.400 6.00
Thanksamillion -------------------- 6.875 6.20
Bigglesbingham--------------------- 6.750 6.50
Dodie1----------------------------- 7.200 6.95
pally1866-------------------------- 7.400 7.40
Shortarm--------------------------- 8.000 7.50
Actonovator------------------------ 9.900 7.70
paul280i -------------------------- 8.500 7.75
Renniks---------------------------- 8.100 7.90


Just let me know if any of above is not as requested.

[mcmather] 16/1/2024 07:46

"City brokers Panmure Gordon and Liberum to merge"

[shortarm] 16/1/2024 07:34

No Tuesday news to fix yesterdays redness then!