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Arian Silver Corp Share Chat (AGQ)



Share Price: 26.00Bid: 25.00Ask: 27.00Change: -0.50 (-1.89%)Faller - Arian
Spread: 2.00Spread as %: 8.00%Open: 26.50High: 26.50Low: 26.00Yesterday’s Close: 26.50


Share Discussion for Arian (AGQ)


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Bringiton
Posts: 903
Observation
Opinion:No Opinion
Price:26.00
more
Today 11:21
More at 26....thanx mm
 
BeefeyRouter
Posts: 221
Observation
Opinion:Strong Buy
Price:26.50
Expect Action Soon
Thu 21:36
Remember some time ago I reported that Fresnillo set out a US$2 billion exploration budget in the Mexican press following "Foro Internacional de Minería organizado por BNamericas"? well it was no typo:

http://www.bnamericas.com/en/news/mining/mining-company-fresnillo-shows-us2bn-investment-plans/

Following an interview today with BNAmericas:

http://www.bnamericas.com/en/news/mining/latam-still-a-hotspot-for-mining-exploration-fresnillo1/

"Acquisitions also remain on the cards for Fresnillo. The company acquired the remaining 44% stake in its Penmont gold operations in Mexico's Sonora state from US-based Newmont Mining for US$450mn in October.

"We are looking for new acquisitions all the time. It's a good moment. There are a number of companies that have approached us and we are looking at them as well," Giles said."

Fresnillo's Ciénega mine has more of a focus on gold than silver but provides a good comparison. So basically they spent $55 million on adding 1500tpd at the Ciénega mine while Arian, now a producer heading for 1500 tpd (same ore as the Fres Zacatecas mine, AISC on par with the majors) valued at 8.81M GBP Market Cap (circa 30M GBP EV) for the whole shebang, concessions n' all. I'm sure Quintana wouldn't mind if the BMPA was inherited/renegociated, or simply had Fres dump the entire BMPA amount of lead & zinc on their doorstep as part of a deal.

Either this rises significantly or gets bought out

Tick tock
BeefeyRouter
Posts: 221
Observation
Opinion:No Opinion
Price:26.50
Speculation
Thu 16:54
China just submitted its climate pledge to the UN - doubles down on solar (100GW before 2020 and then capacity equivalent to the UK’s national grid every year between 2020 and 2030): http://www.ibtimes.com/nasa-satellite-images-show-china-building-massive-solar-power-plant-middle-gobi-1993963

But what happens when you add India's 100GW? http://www.reuters.com/article/2015/07/02/us-india-solar-idUSKCN0PC1E420150702

So with all that solar expansion in mind where does that leave Saudi Arabia's 'exponential' solar plans?

Interesting comments from Desert Technologies (who are ready to jump on the Saudi Solar plans):

"There is no debate, for sure they will go solar and when they start, it will be huge, they will want gigawatts and they'll be asking for projects to start yesterday,” said Cherradi pointing to the recent competitiveness of tenders in Dubai."

I'm looking for a Saudi Arabian national procurement plan for the transition to solar. Saudi along with India are going to be competing to secure silver for their respective targets. If you look through the open tenders in Saudi Arabia you see that they have "Implementation of a renewable energy programme with capacity of 54,000MW" on the list which equates to over 100 million ounces of silver and will likely now be filled (they are already mass producing polysilicon which is required for crystaline silicon wafers):

http://www.sauditenders.com/Search.asp

Could China be taking resource straight off mine production starting with Argentina (10th largest silver producer)? They are basically going to 'assist' Argentina's mining exploration projects following recent trade deals. This is probably the equivalent of Fresnillo buying Arian but at the 'country' level:

http://www.bnamericas.com/news/mining/argentina-china-to-cooperate-in-mining-supplies1
Whitesman
Posts: 181
Off Topic
Opinion:No Opinion
Price:26.50
Is Harvey Organ right?
Wed 09:32
I just bought in, was tired of waiting for VOG and missed SXX. Tried to buy in a few months ago but could not manage to buy any shares. my buy in was at 27p. Just hope this sp doesn't go lower and that silver is currently very undervalued. Does anyone think that Harvey Organ is right or is he a fruit cake? I just figured since Greece is about to exit euro this might be the catalyst needed to start the 'Correction' (the real one this time - The Biggy).
clemenceo1
Posts: 150
Off Topic
Opinion:No Opinion
Price:26.50
What
Wed 08:43
is the AISC and how much debt cash do they have.

Cheers

Clem
balloon
Posts: 778
Off Topic
Opinion:No Opinion
Price:26.50
commodity contracts
Wed 03:19
http://www.zerohedge.com/news/2015-06-29/jpm-just-cornered-commodity-derivative-market-and-time-we-have-proof
$22billion increased to $76 billion in contracts in precious metals taken out in Q1, 230% increase
Bringiton
Posts: 903
Observation
Opinion:No Opinion
Price:26.50
go confIgure
Tue 16:38
Back in here after selling at 42p two years back.....so so cheap and now a producet....go configure..
BeefeyRouter
Posts: 221
Observation
Opinion:No Opinion
Price:26.50
JP Morgan
Tue 11:50
Have just slapped 76% potential upside on Fresnillo!

http://www.directorstalkinterviews.com/fresnillo-plc-73-6-potential-upside-suggested-by-jp-morgan-cazenove/412668762

This tells you where they are really expecting silver to go.. This could be directly related to news out of Saudi Arabia on shifting focus from fossil fuels to solar in the kingdom (which will probably be done in the most inefficient way imaginable)
BeefeyRouter
Posts: 221
Observation
Opinion:No Opinion
Price:26.50
View Thread (4)
RE: Perfect Storm
Tue 09:47
http://www.bloomberg.com/news/articles/2015-06-29/europeans-rush-to-buy-gold-coins-as-bank-of-greece-stops-sales

In addition to bullionbypost:

U.K. Royal Mint "Sovereign gold coins was double the five-month average in June"
CoinInvest.com "sales on Saturday and Sunday were the highest since Cyprus"
GoldCore Ltd "Sales to U.K. and Ireland today are about three times the average for the past three Mondays"
BeefeyRouter
Posts: 221
Observation
Opinion:No Opinion
Price:26.50
View Thread (4)
RE: Perfect Storm
Mon 23:28
Bullionbypost.co.uk record busiest weekend ever - no longer guaranteeing next day delivery

Good write-up on Rob Halliday-Stein if you are not familiar with them:

http://webcache.googleusercontent.com/search?q=cache:H_b96T6XO-4J:www.ft.com/cms/s/0/119abbda-e0f6-11e4-8b1a-00144feab7de.html+&cd=1&hl=en&ct=clnk&gl=us#axzz3eUbJLziJ





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