I have to say that the recent AGM presentation was excellent...

I have to say that the recent AGM presentation was excellent Download from asx

http://www.asx.com.au/asx/research/companyInfo.do?by=asxCode&asxCode=ajq

What impressed me the most was the formatting and design of the presentation was first class compared to other cos that I follow. For example, this presentation makes the CTP presentations look amateurish (some would argue they always were).

Key things that come across:

-Tight share registry
-Management experienced at bringing shareholder value quickly
-AJQ massively undervalued compared to peers
-Proximity to Asia as key market
- Already had promising finds
- Lots of activity happening in 2013
- Short term cashflow options as well as long term
- $40mill in the bank

As people have suggested, it may take a little while to unlock this investment, but what was also good about the presentation was the preciseness of short, medium and long term goals. A lot of cos are wishy washy in this regard. Not AJQ.