AMI 2.38% 20.5¢ aurelia metals limited

Whither the Share price today?, page-1458

  1. 1,621 Posts.
    lightbulb Created with Sketch. 693
    You guys are on fire - great to see light bulbs being divvied out appropriately and some constructive and interesting stuff to read.

    1. I say AMI stumbled into Sky simply because they got money for old rope. AMI was always going to have those tin projects on ice. They have now stumbled into a gold mine and made some dollars along the way.
    2. I agree. If Great Cobar is the future of AMI's base metals feed for the new Peak plant, together with heaven knows what else is down there, that drive should be a high priority. Exploration for starters for sure.
    3. PEX is an enigma. Their problem is cash. They have painted them selves into a cashless corner with a convoluted share register. Hard decisions need to be made or it will be the same mess in five years.
    4. RVR is an interesting company with interesting projects. If they pull it off, they will be a Disallowed IMO. Its all about gold for them now. Base metals without precious metals credits is a trap. Being a (Central) Qld'er, CEO Dan should be well aware of Thalanga.
    5. CSA will get too small for Glencore some time soon. It's too big for some and too small for others. AMI is CSA's Goldilocks company - at the right price. Squid's comments are spot on about the terms of any proposed purchase.

    Appreciate the commentary.
 
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