Asiamet Resources Share Discussion Threads

[mr roper] 11/5/2017 14:43

Solid performance from Peter

[sos100] 11/5/2017 13:26

hxxp://www.sharepickers.com/

PB is on
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Ayesha4-you also sold at the 2p levels, shame you can't follow your own advice..

[mr roper] 11/5/2017 13:00

agree, Ayesha. Hunting gun loaded...

[ayesha4] 11/5/2017 12:51

Hits 5.2p and the sell off starts. Bounces between 4.5 and 5.2. It will shoot eventually but not unless we treat the PE of some of these so called investors. Should be 10p already.

[mr roper] 11/5/2017 12:50

is there a link for it, 2LB? thanks

[2lb] 11/5/2017 10:32

Looks like Peter Bird will be on the Vox podcast today.

[the manini] 10/5/2017 17:02

We have Beutong and BKM which together promise circa 125kt copper per year plus gold, silver, molybdenum and zinc. We have bkw, bks and bkz. Oh and another 37 prospects in the surrounding ksk contract of work...

[mr roper] 10/5/2017 17:00

lol.. sorry, yorkie...couldn't resist..

[yorkie14] 10/5/2017 16:55

Hey up! Mr R

[mr roper] 10/5/2017 16:39

I thought it was Yorkshire?

[cyberbub] 10/5/2017 15:51

Remember that Sirius has a colossal resource and is located in (for now at least) a 1st-world country...

[the manini] 10/5/2017 15:20

I know, there's some crazy valuations out there. Some way overpriced and some way underpriced like us. With a similar valuation we'd be at £1.40! ?

[bryall2] 10/5/2017 14:45

Sirius minerals has a market cap of over a billion pounds and not a spade in the ground yet. Al.

[the manini] 10/5/2017 14:36

I think there's a good chance we'll have all of those in place. So far they've delivered everything they've promised that they've had direct control over in more or less the timescales mentioned

[maverick247] 10/5/2017 14:33

Yes mate,based on what steve hughes said and also Manini on a conf callTo achieve 20-25p though i expect the followingNpv on bkm to increase by at least 30%Bfs completionJv of some sort at premiumBeutong licenseSo im not plucking it out of thin air After all that and only a year away from prod 25p or £160m odd mcap may even still look cheap!

[hawks11] 10/5/2017 09:52

I would vote for 75p Mr R.

I have just visited some of the old Cornish mines, Botallack in particular mined for Copper amongst other things. I wouldn't wish those conditions on ARS workers, not that they will have to.
Sorry to go off track - hxxp://www.cornishmineimages.co.uk/botallack-mine-gallery/

[maverick247] 10/5/2017 08:40

With yesterdays news on beutong progress and the fact indo govt seem to be engaged i can now see this start its move to 10p which is still only £70m mcap Its still crazy cheap here imo

[mr roper] 09/5/2017 19:10

Would take 75p for ARS.

[mount teide] 09/5/2017 18:27

The value of patience in value investing!

Tories driving the UK off a Brexit cliff? Nonsense !

Japanese professional investors are not alone in thinking otherwise - and today showed they are willing to pay a huge premium to gain exposure to the UK economy to gain a first user advantage in preparation for the Tories 'Go Global' strategy post June 2019 !

Like many long term shareholders in Waterman Group Plc, the British, London centric commercial building sector company, when i checked this morning and saw there were some 39 new comment messages on the ADVFN thread; more messages than the rest of this year combined. Before clicking on it, i mused that it could be only one of two things:

A profit warning due to a sharp downturn in UK business post the Brexit vote or,

A takeover announcement at a modest premium to the 75p share-price (would have been delighted with anything in the 110 - 120p range)

Although the market capitalisation of the company still represented good value; in a sector which has done very well over the last few years, the balance of probabilities and stage of the economic cycle perhaps suggested the odds were possibly skewed slightly towards it being the former rather than the latter, particularly if some of the dire forecasts daily expressed by many shameless high profile Remainers were proved to be fact rather than just wild guesses, devoid of any supporting evidence that stood up to the mildest of critical examination.

So it was a pleasant surprise to see that a top 5 portfolio holding had secured an accepted 140p a share offer from sophisticated Japanese investors, an astonishing 83% premium to the existing share-price - a remarkable achievement for a British based company in the current industrial and political climate.

However, a cursory glance at other recent LSE takeover deals suggests Japanese professional investors are far from alone in seeing huge value in the British Economy post Brexit.

Brexit cliff? What Brexit cliff?

Vorsprung Durch Brexit !

[mr roper] 09/5/2017 18:22

Up 100% this year can't be jam tomorrow, Charles. Our time will come again

[charles clore] 09/5/2017 18:01

Nobody wants jam tomorrow stocks these days. Very short sighted indeed

[dorset64] 09/5/2017 17:27

^^^^^ PMSL ^^^^^^

[ayesha4] 09/5/2017 16:13

If folk could hold it in their pants for more than a millisecond, it would be 10p by now