Asiamet Resources Share Discussion Threads

[adorling] 01/8/2017 14:18

Mr R - good to see someone else realises our market cap could increase by over 30-fold from current $47m. That is dreamy stuff sitting on a 6 million share holding but I seriously believe it possible with copper in so much demand from here and then the super demand from EV will now materialise in addition to the continued global growth of Chinese and Indian economies.

[dorset64] 01/8/2017 10:33

No problem diversification, I don't think you can go far wrong here but as always, for ever interested in other peoples views if indeed different to mine.

[yorkie14] 01/8/2017 10:17

Hornblower, £1 by 2019 thats bullish for you.

[horneblower] 01/8/2017 09:25

18 months to production?
A bit longer than that I think. It takes twelve months to build a small house!

As for the chart, I think we will soon see a rise towards 5p.
What we need is a high above 5.2p at least...above 5.5p would be better and anything over six and we're on our way. But a short term spike above 5.2 would be highly satisfactory.

I'm positive we'll be 20p some time next year and £1+ sometime in 2019.

[diversification] 01/8/2017 09:17

I'll look into Dorset thanks

[dorset64] 01/8/2017 09:17

Well £1.44 would clear me a couple mill so would be happy with that lol I keep adding a little bit each month here and given where we are right now, share price wise, I really struggle to see a better investment that I know of to be in right now and, although this can be traded, one for the longtermers imo.

[barneycosmo] 01/8/2017 07:48

.... well said adorling. I started buying in Jan 16 and have been adding all the way to above 5.17p. Appreciate we need patience but have the faith.

[adorling] 01/8/2017 07:27

....so why would you not be in the best copper risk reward play on the market if it is only 1.5 years from production and copper is going north rapidly and we have a monster mine to come after the superb and ever growing BKM et al. Oh and we have the best management ream with a track record second to none in the business!

Get on board now for an incredible 18-24 month life changing investment.

[the manini] 31/7/2017 23:03

There's 31.91 $47M's in $1.5B which gives a share price of £1.44 :)

[mr roper] 31/7/2017 22:12

32 adorling :0)

[mr roper] 31/7/2017 22:09

Metallurgy short column results should be out very shortly

[adorling] 31/7/2017 22:07

Copper closing at $2.893 tonight. Bloody incredible how accurate TM was over a year ago about where copper is heading. He also said he believes ARS will be a $1-2 billion market cap Company - we are a $47 million mkt cap today. Go figure how many 47's there are in $1.5 billion! Exciting times to be a significant investor in ARS and the copper market.

[charles clore] 31/7/2017 20:09

mav - the chart would suggest a large-ish move soon either way but I would guess it will be upwards.

[maverick247] 31/7/2017 19:09

Anyone else feel this is just going to move big soon?The buy support has surprised me given history and i think it reflects tge progress Bkm alone could have a revised npv of $300m that is separate to bkw bkz baroi and beutong!!!Copper only going up over next few yearsI think as the share price builds fomo will kick in and rightly so. Then we will make a big sustained move Tm has already hinted partners and investors in discussionMost exciting share in my pf my end of year target was 20p might be tough but im gonna stick with it for now given beutong should land , possible ii investment and bfs approachingLets see

[hawks11] 31/7/2017 12:56

It has to be a long term hold, I think most are aware of that, the bit that is more of a concern and has always been is, 'that this will be one of the few small resources companies that actually makes it.' The value is there and they have a team in place to realise that value.

[mount teide] 31/7/2017 11:36

Asiamet is well placed to benefit from future copper shortages

hxxps://www.shareprophets.com/views/30630/asiamet-is-well-placed-to-benefit-from-future-copper-shortages

'This may well have some big spikes upwards along the way, but I can see the best returns coming from a long term hold and taking the gamble that this will be one of the few small resources companies that actually makes it.'

[mr roper] 31/7/2017 09:54

Any bid would need to be around 150-250m gbp to tempt me to sell now.

[mount teide] 31/7/2017 07:22

They are looking for lowly valued companies with production - they already have exploration assets.

Encouraging for ARS, their M&A search suggests the sector believes the bottom is now firmly in the rear view mirror for copper, and that valuation expectations point to substantially higher copper pricing - the recent price surge since the publication of the report is doing nothing to contradict such a view.

[the manini] 31/7/2017 07:01

That don't apply here we are vastly undervalued. They could never purchase enough stock in the open market and wouldn't pay what TM wants.

[mount teide] 31/7/2017 00:54

Interesting comment from Central Asian Metals in their recently published Annual Report - in the search for an accretive transaction of a transformational nature, they are finding valuation perceptions across the sector a little too rich for their taste!


CAML - 'The team has assessed over 100 opportunities in the past two years in the continued search for profitable growth. CAML’s objective remains to grow through acquisition with the fundamental rationale being shareholder accretion over several financial metrics at a range of copper prices.
Market sentiment has varied greatly throughout the year as the copper price appreciated in Q4 2016 and this has impacted on valuation perceptions. In spite of near to medium term copper price uncertainty, many other market participants are proposing asset valuations that assume copper prices in excess of consensus expectations. Consequently it has been challenging to source accretive transactions of a transformational nature.'

[mr roper] 30/7/2017 19:57

Decent write up by Gary Newman on shareprophet .com

[maverick247] 30/7/2017 11:00

Yep i wasnt factoring in bkw bkz and baroi !Great thing is combine excellent assets with proven management and its a lovely recipeJust need indo govt to play ball here but we have the ksk licenses anyway Exciting times

[the manini] 29/7/2017 18:14

I completely agree Mav, in fact with all the other ksk areas we could even be higher if we can get them into production too

[maverick247] 29/7/2017 17:59

Did u guys see that electric cars need 4x copper than combustion based cars?We are sitting on a copper timebomb imo Mark my words 3 years time we will be utterly amazed we could buy asiamet at 4.5p There will be a day if asiamet take bkm and then beutong into production where this will be £1+