I see that Mr Anderson is delivering the AMX presentation this...

I see that Mr Anderson is delivering the AMX presentation this year at Indaba. This is good.

Hopefully he's got a bit more punch in his words than Kitto did.

The company has been lacking a certain flair or je ne sais quoi, in the last few years. Perhaps some new blood will generate some new interest and enthusiasm for the story.

PK didn't have much luck with all those roadshows last year and to be honest , I think he was only attending to better explain the MET results from last year. I'm sure he'd rather be playing in the dirt over in BF than touring around in all those plush hotels ;)...hmm..?

I like the small changes that are taking place here. I see focus and clearer definition of roles and expectations of duties forming. Hopefully this translates into a string of successes this year.

On another note........

It was intesting to go down the list of co's presenting at Indaba this year. Some familiar faces, but some noticable absences also. The crowd is thinning......and will continue to do so...

What we saw a few years ago , around 2009/2010, was a whole bunch of co's flood into the Burkina faso gold scene , ready to cash in on the success of co's like AMX and GRY. But many of these co's just bought licences here, there and anywhere , hoping to get lucky or just plain old pissing in the wind (i'm not just talking about ASX listed co's BTW, there were many from north america).

And quite a few directors did very well out of this , neting nice paychecks every year. But not many shareholders I'm affraid, with limited successes on the most part. Many of these co's are now gone or are in the process of going and won't see out another year. Some will survive, but will come to a stand still and mothball projects until money flows their way again or offload the licences to co's that know what to do with them,

Which is good news for AMX ....

The labs have settled right down , drill rigs are available "on-call" again, prices will start to decrease as demand drops for these services , and possibly most important of all (and something that should be highlighted at indaba)is that fickle investor dollar can now be focused on actual projects of merit like Batie west, not wasted on "shot gun" style approaches to exploration conducted by time wasting co's looking for exposure to the scene.... AMX may also be able to pickup some cheap new tenaments off these fading co's.

Conditions are slowly improving imo... like at the end of 2009 again , in many ways, micro and macro....

On the mirco side , we have directors, geo's and major shareholders buying (setting positions), favourable "in-country" conditions to conduct exploration in BF, refocused / restructured management, major spends of PFS complete and heaps of new targets lined up , resource update should see more measured/indicated ounces (and also an increase in size / grade perhaps?)

On the macro side, very simular conditions to end of 2009. Equity markets rallying, POG consolidating after an interim peak, gold stocks EV/RES in 2009 territory, more QE activated recently....

Looks like a good time to be adding/buying here to me...

All that is missing is the round of takeovers than occured in 09/10 period. I don't expect to see deals as big as back then , but i reckon the amount of M&A activity will catch many by surprise this year in west africa gold. Somethings got to give sooner or later.