AEI

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7.0¢ aeris environmental ltd

AEI Valuation Discussion, page-87

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AndrewB1

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27/06/20

13:22

Post #: 45487986
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Originally posted by BigMarvin: ↑

As a holder with reasonable levels of interest I addressed a number of questions to the company in writing. Speaking to Michael K the investor relations guy after he had reviewed them with CEO and board they provided some high level comments

1) most of my questions were very specific regarding production volumes in different locations, future plans in different geographic areas etc. they declined to answer most of these

2) he did confirm they felt they were on track financially this qtr for the already released market guidance. (This last qfr was stated as trending in excess of $13m revenue run rate for FY20

3) we had a long debate about market comms, product positioning and the need to make forward looking projections in sakes and volume strategies rather than retrospectly. Eg if they can confirm by 6 months time in US they expect to be making y % more revenue its gives new growth investors something to aim for

4) there will be substantial commentary in the upcoming qtrly, if not potentially also a further investor presentation update

the most interesting thing which came out of this discussion to me was not any new information as such but the comments made regarding items 3 and 4 had been the topic of lots of board debate recently since Michael Ford got appointed as a director 24/4.

You will note Michael as no goose. He is CFO of Newscorp, former CFO of QBE and former deputy CFO of CBA. He is very very experienced in market engagement and communication strategies.

one of the first things he did also was by $45k of shares on market at 62c meaning he expects the company to be valued far higher than this in the future.

i think we will all see a bit more strategic precision starting to come through in information on the growth strategies. Roll on qtrly report

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Thank you for taking the time to share this information with the community. In regards to market comms where they receptive to your ideas or did it seem like they were going to save everything for the upcoming quarterly?

AEI Price at posting: 50.5¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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Last 7.0¢		Change 0.001(1.45%)		Mkt cap ! $17.19M

Open	High	Low	Value	Volume
6.3¢	7.0¢	6.2¢	$10.25K	159.0K

Buyers (Bids)

No.	Vol.	Price($)
2	213000	6.8¢

Sellers (Offers)

Price($)	Vol.	No.
6.9¢	116000	1

View Market Depth

No.	Vol.	Price($)
1	43989	0.062
1	8416	0.060
1	9600	0.055
1	220000	0.032
1	110000	0.030

Price($)	Vol.	No.
0.069	116000	1
0.070	42750	1
0.072	48000	1
0.074	250135	2
0.075	16634	1

Last trade - 14.52pm 13/09/2024 (20 minute delay)

AEI (ASX) Chart

AEI Valuation Discussion, page-87

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

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Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Vulcan appoints investment bank and M&A veteran to board

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

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AEI Valuation Discussion, page-87

Top Stories

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Utah authorities sign off on Anson's lithium extraction plans at Green River

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Vulcan appoints investment bank and M&A veteran to board

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News