Asiamet Resources Share Discussion Threads

[red army] 28/2/2018 19:17

Yes just listened to the interview - well upbeat about the whole thing and frustrated that the price is not a lot higher to reflect potential and risk mitigation to date.

[charles clore] 28/2/2018 17:54

Tony Manini couldnt have been clearer. He thinks the company is undervalued in the market and they are going to work hard to put that right. The higher the share price, the less equity they will have to give away to get into production. Its either that, or sell part of the company to raise the cash or take more in the form of loans. I believe the company is in a very strong position right now and they will eventually see us all proud.

[buildit1] 28/2/2018 17:44

Couldnt agree more. Just listened to it through again. TM and the team have been very consistent with the message of what they are trying to achieve. More importantly they have delivered on the message.TM went to great length to get across how professional they are re not taking any chances of executing the move of BKM into production. Doing the proper due diligence on the mettalurgy work.They have many options on how to take things fwd. part sale/offtakes/partnerships but the key for me is that they are determined to demonstrate what the market is missing on Beutong in next 12 months at a time when interest is growing in copper from investors as fundamentals continue to improve. TM says valuation significantly below the potential and strength of the assets. Current level only BKM. Beutong is 8x larger!Very happy holder and have added more as the story gets stronger and more value is de-risked.

[mount teide] 28/2/2018 16:56

Impressive interview strongly re-inforcing the investment case - perhaps best summed up by the final paragraph of HG's post 11846 above:

'reinforces everything we already knew but provided compelling assurance that we’re on board at the right time with the right people who are totally focused on generating shareholder value.'

[ianbag] 28/2/2018 16:24

No significant high value trades and buys marginally ahead of sells - so this is interesting share price action this afternoon - I believe we could see a move to 17-23p short term if volume could just pick up.

[highly geared] 28/2/2018 16:17

Investment is essentially about having confidence in the management of the company to deliver the investment/development strategy within the area of business they operate. It’s also about alignment and timing of macro economic factors relating to the sector/market in which the company operates.
Today’s interview reinforces everything we already knew but provided compelling assurance that we’re on board at the right time with the right people who are totally focused on generating shareholder value.

[red army] 28/2/2018 16:08

Might be the next move to 17p??? at last

[mr roper] 28/2/2018 15:57

HB, i think that flag breakout might have come a month or two early :0)

[hawks11] 28/2/2018 15:56

An impressive interview with considerable profits on the horizon spelled out in detail.

[yorkie14] 28/2/2018 15:52

11.32P Paid.

[ifthecapfits] 28/2/2018 15:50

Looking pretty goo here. Next leg up coming by the looks of things.

[bluerunner] 28/2/2018 15:40

I won't post often on here as others have far more expertise in this sector than I do (which would not be difficult).However, the podcast was well worth listening to. Highly credible and level-headed commentary. If you don't get the time to do so, here is the closing summary:When asked for 3 reasons (to invest):1. Quality of assets (scale, grade, location).2. The team (they have a solid track record in this kind of venture).3. Timing (copper deficit).I only invested in January but have now added twice.

[yorkie14] 28/2/2018 14:59

Looks like we are seeing some buying. 11p PAID......

[ifthecapfits] 28/2/2018 14:51

hxxp://www.proactiveinvestors.co.uk/companies/news/192348/liberum-calls-asiamet-resources-the-best-kept-secret-in-copper-as-it-starts-with-buy--192348.html

[mr roper] 28/2/2018 14:40

don't forget Baroi, HG. Hopefully some drilling by end of the year :0)

[highly geared] 28/2/2018 14:35

The market will sit up and take notice this time next year when Beutong PEA is out and showing $1.5 billion+ NPV with ARS at 80% ownership. Even if the market then discounts by 60-70% , Beutong should be worth 20p/share on its own this time next year. With BKM financed and mine development advanced and BKZ valued more fully,we should be in the 40-50p range to reflect fair value of the asset portfolio ....

[mr roper] 28/2/2018 14:26

Think i'll be giving that podcase another listen tonight. TM was on tremendous form. As he says, i don't the market has really attributed anything for Beutong yet and it's going to be massive.

[mr roper] 28/2/2018 14:02

Beutong is 8 times the size of the BKM/BKZ assets and not reflected in the share price!

[buildit1] 28/2/2018 13:58

Thanks Scary. If I get hold of it will post here

[highly geared] 28/2/2018 13:56

Superb... BKZ.... $500_700/ tonne of insitu material to be mined. Approaches from number of parties in the zinc/lead market due to the exceptional grades being reported....
Confident of porphyry linkage of copper below BKZ to BKM....

[sos100] 28/2/2018 13:55

and any value for Beutong is yet to be reflected in ARS market cap(always nice to hear it again from the horses mouth!)....

[mr roper] 28/2/2018 13:53

Beutong "an inflection point" in the company valuation.. This is gonna be big!

"Very little value in the shareprice right now for Beutong"

Plan to "clearly demonstrate" the value to the market.

Needs some deep pockets to take it through to Production. Asiamet plan to take it to 80% ownership, advance the project, then introduce a partner to take it in to Production. Looking at a whole host of scenarios though.