Im not trying to pick a fight here PR.As far as Im concerned its simply spirited discussion with some LATERAL thinking thrown in to get the juices flowing and to motivate some answers that I think many here reading would be interested to know as to your background thoughts and motivations.And no,you can rest assured Im no stalker.Simply a very persistent,patient poster/investor that likes to investigate ALL avenues,except those which I plunge my head into the sand for of course.LOL
As to my holdings I only hold Aimo's(top 20 woopdedoo),hence my inquistiveness in regards to your info.I hold no other company on any market.I have also declared,a little while back,that I sold around a third of my options(due to the very reason you are currently getting out)to get into some oilers but that subsequent significant holder movements as well the strength in the sp motivated me to buy them back again,at a slight loss mind you.
"I have not said anything about recession of USA. The yanks have an economy i do not understand. So i can not comment. But an investment in AIM should not completed on what the yanks do."
US growth has a huge bearing on both Chinese growth and zinc consumption PR.They are still by far and away the largest economy in the world.Note that internal Chinese growth is currently rampant but that exports are curtailing due to the US slow down.What will be interesting is just whether the internal Chinese growth can begin to make up for any of the lack of US grwoth.If the Chinese are looking to get another 25% of their population into the cities theres a good chance this double digit growth will continue for at least 10 years,if not longer,which will have obvious effects on metals demand in the long term.
Have a look at the way in which metals prices react to US growth news and you will get the idea.Not being smart here,as I said its been a long learning process for me too and anything I pick up from other posters is appreciated and that includes your thoughts and pov.I dont just idly ignore them as they give me much food for thought as they should any investor.
I do place a fair emphasis of why Im invested in Aim on just what the Zn metals price and concentrates demand will do over the longer term and it is my strong belief that the US economy does have a big bearing on where the Zn price heads,but due to the inability for various organisations anaylsts to pick the way in which the metals prices will,or have moved,I will rely on my own judgement,either to the detriment or gain that I may make.
The issue of just where AIM stand in terms of cashflow is an interesting one but my understanding was that the timelines that AIM has been giving have been for fully ramped up production with shipment,the last being early 2009.This would jibe with my limited understanding of how long it takes to get a plant up and running which is usually between 14 and 18 months.They have much to do at Perkoa which is why I mentioned before it would be good to see considerable progress on items such as water supply,fuel/power and process plant infrastructure,all items that can be done prior to sinking the decline and in fact some of which the decline rely upon.These are items that I will hope have had some kind of progress on in the last few months.
Yes I do understand the meaning of the term nominees, and what I do find interesting is the fact that we have not seen any reduction in any of the nominees holdings in recent times,only accumulation,which should give most holders some faith in where these holders think Aim is going seeing much of this accumulation has been +20c,and mostly well above.
Its nice to know there is no hidden agenda there PR and I will respect your privacy as requested,but one does have to have a thick hide when posting on HC as I have found many times myself.It doesnt pay to be a shrinking violet if one wishes to express views such as you have.You must expect some inquisitiveness from other posters such as myself.
As for calling the company or insto's I will only do so If Im become reasonably concerned as to the direction the company is heading,which I currently have no concern for atm.Ive said before that Im not overly happy about the new dilution and I will expect a % drop in the potential sp but it still doesnt effect the end numbers I come up with and my personal outlook for zinc demand.
The thing that makes zinc demand so hard to pick these days is the global economic nature of the worlds financial system.Its what has confounded the likes of ILZSG and SG in some of their forecasts and many others.For arguements sake,no one saw the massive increase in zinc metal production from the Chinese coming.Interestingly this has worked both ways for the zinc industry(reduction in world smelter numbers but a burgeoning Chinese concentrate demand) and imo a big factor as to why ZFX is moving out of smelting as the Chinese have the inherent ability(via cheap labour)to value add to such products much cheaper than anyone else can.
Its also a reason as to why I think prices for good concentrates will probably remain quite good for the foreseeable future and one should not confuse this price with the zinc price,although they obviously do have a relationship,its often the situation that one lags the other by quite a margin.
Anyway good to hear theres no ulterior motive in your postings and we look forward to more of your info/insights to debate(spiritedly) in the future.
d.
AIM Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
(20min delay)