Ariana Resources Share Discussion Threads

[temujiin] 08/7/2020 20:44

soulsauce8 Jul '20 - 19:24 - 23121 of 23124
0 2 0
Yawn!!
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Oh, sorry, forgot you only like your repeated views on here. YAWN.
Tell me how good it is again, that's such a rare thing to hear, YAWN!!

[charles clore] 08/7/2020 20:35

Some still seem convinced that AAU is a lifestyle company for the benefit of geologists but this deal with a major corporation says it isnt. My instinct has led me to buy more. We will soon find out

[bigglesbingham] 08/7/2020 20:23

If salinbas is half what he expects then this shareprice becomes blue sky. Without deal we get reasonable profits but these will be ploughed into salinas for years so nothing for shareholders over the shorter term. That's it really

[paul280i] 08/7/2020 20:22

I wish people would listen to the interviews and understand the meaning of increased production!

[soulsauce] 08/7/2020 19:24

Yawn!! 🥱😴

[temujiin] 08/7/2020 19:17

Kizil oz's wont increase much more than 30k without higher grades or plant alterations. Tasvan could and should be in production within two years and again funded by debt. 30k oz/year is predicted so probably 35-40k is possible with AAU's under promise ethos.

Add say 22k Kizil plus 33k Tasvan = 55k x (1800POG -650AISC) 1150 = $63m gross a year

$31.5m gross to AAU a year, for (if memory is right) approx 8 years.

Puts the deal into perspective, the deal that pays shareholders $25m to reduce our 50% to 23.5%.

Unless KS can find something better than what he's selling, then the deal isn't in SH's interests.

[lottsgold] 08/7/2020 18:51

I think he is referring to kiziltepe increased production. He inferred a quick increase I don't think that means Salibas.

[plasybryn] 08/7/2020 18:10

KSN & RYR both up c. 16%. I believe Ariana holds shares in both these Co's. Nice

[temujiin] 08/7/2020 17:22

If the deal means we increase production quickly which was inferred in the last interview
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True, KS did suggest that but in reality Salinbas will be many years away from production as it has pretty much all the hoops to jump thru.

Tasvan's 30k can be brought into production quickly, but we don't need the new JV partner for that.

[temujiin] 08/7/2020 17:19

12.5k per year? Really or is it 9k a year now?
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12.5k net to AAU, I'd expect AAU + Proccea to do approx 25k this year

Edit, correction, looking at guidance perhaps 10k net to AAU this year, 20k to JV is more likely than 25k.

[lottsgold] 08/7/2020 17:04

I guess it all depends on how long the gold bull run lasts?? If the deal means we increase production quickly which was inferred in the last interview, we should be aiming to have the same amount of ounces headed our way and the money in the bank. I think that's the plan which wouldn't be possible without the JV partner. Win/Win if it happens that way.

[bigglesbingham] 08/7/2020 17:01

130m 13% company excellent . Over 3months??

[soulsauce] 08/7/2020 16:37

12.5k per year? Really or is it 9k a year now?

Tavsan should increase this from 2022.

[temujiin] 08/7/2020 16:33

POG has gone up over $300 / oz since the deal was announced. AAU are producing approx 12.5k per year.

On a one year time scale that's 12500 x 300 = $3.75m extra income a year AAU would receive.

Gross profits POG 1800 - AISC 600 x 12500 = $15m every year. The JV deal reduces this to $6.9m.

Tasvan should more than double AAU's $15m/year profits to $30m a year.

I have perhaps a longer investment time-frame than others, but the higher the POG goes, then for me, the more the deal sucks.

[actonovator] 08/7/2020 16:22

I quickly flicked through the volumes the other day and estimated we had been through about 130m in the 3.80 - 4.20 range - so surely cant be much more? The AAU chart looks fab - in the current gold environment the next move has to be sharply upwards once the churn is exhausted.

[dixi] 08/7/2020 16:12

The churn around 4p has to develop into more on the buy-side soon and move AAU up. It could then gather momentum quite quickly too. Clearly this is just my considered opinion.

[soulsauce] 08/7/2020 16:00

Thirded, if there is such a word lol.

Get the JV done 😁

[jaf1948] 08/7/2020 15:56

Crossfire,

Seconded, from a septuagenarian.

[crossfirecssf] 08/7/2020 15:46

Well yes actonovator, possibly,.... but I'm getting no younger and with Tavsan already taking the better part of a decade to get off the ground, I'd be pushing up daises by the time AAU began commercial production at Salinbas. There are only so many years in a lifetime...

[actonovator] 08/7/2020 15:43

though you do wonder cssf that if gold went stratospheric over the next 2 months and say hit $2200 or $2300, would KS lie in bed at night at the end of Aug and have a second thought or 2..

[crossfirecssf] 08/7/2020 15:37

$1818,... I wasn't necessarily expecting it to kick-off today... AAU are going to be making twice the profit margin they were when gold was at $1200 (in fact far more with no debt payments to make), and with the JV deal seeing their overall share halved, they'll actually be financially better off on numbers alone, and that's before they're paid the cash and exploration at Salinbas begins in earnest.

When you look at things from that perspective, the deal is an absolute beezer. A complete game changer... double figure share price this year?? Why not? The number 15 is for some reason rattling about in the back of my head. Fantasy? I guess we'll see...

[actonovator] 08/7/2020 15:26

1900 pog today anyone?

[bigglesbingham] 08/7/2020 14:14

ETF wisdom tree. Not sure about synthetic or physical replication .