AW1 american west metals limited

Ann: Corporate Presentation - December 2024, page-5

  1. 147 Posts.
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    Hey Met,

    I’ll need to relisting to it again to fully absorb everything, but overall, it played out much as I expected. IMO there seemed to be a lot of dancing around key issues, and it felt like some of the tougher questions were softened and only partially asked, completely missing their intended point. From the outset, Dannika appeared to be quite uneasy, which I assumed to be due to her seeing a lot of unhappy SH comments leaving questions that she needed to massage and work with. To me there was a sense of avoidance when it came to addressing the bigger, more direct concerns. IMO it felt that she had been well prepped on acceptable talking points by David and found it awkward to work within the directed constraints. I personally couldn’t help to get the impression that certain points were sidestepped or diluted to avoid the heart of what shareholders were really asking and concerned about. That said, with the updated resource numbers that came out, I did not really expect anything different from what went down today. IMO, the reality is, there is a lot more money and dilution needed before any permitting begins. I guess that's the game we are playing in.

    This was just my take on it without having a second listen, and I would love to hear what others felt

    Anyhow, I am in this for the long haul and SP is probably sitting around fair market value atm ( plus or minus 20%) so no need to dump at these levels imo. Lets hope that next years drills get a lot more lucky with their hits then the 2024 holes prevailed.

    Once again good luck to all
    Last edited by Danniel: 17/12/24
 
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