Member Info for VanVan

Ash - I’m amazed you have listed so many of my favourite beers. Butty Bach (Wye Valley Brewery) must be very near the top and their HPA. The Bristol Brewery also sell great beers like “Well above sea level” , “Fortitude “ and “Badlands”. The Stroud Brewery sell nice organic ale. Agree about Uley also.
Sorry to hear about illness C&B. Health is always the no 1 issue in life for sure. Take care & best wishes for a full recovery

Hi John
I agree it was known, but imo it took too long to keep the momentum/sentiment going for those who joined during the peak of excitement. Fickle traders perhaps. Something now needs to be done to start rebuilding the "Ariana with Attitude" . It surely isn't reasonable to consider the current valuation is correct when circa half the Co's Mkt. Cap is coming via Cash very shortly. And then it's a matter of valuing what else is in the portfolio.
Summary: big cash payout is coming, and there will remain a big cash balance so no fear of dilution, unless for a very good reason and not just for next 6 months survival etc., Cash cow projects - One already highly profitable and going to be significantly expanded (Kiziltepe), One going to pay cash in fairly near term (Tavsan), 1 mid term (Salinbas, a biggie with free carry to development stage) the backing of a local heavyweight corporate to drive projects forward and the expectation of some of the cash used to buy something else tasty, and finally growing ownership of copper-gold in Cyprus.
Look at how some others in the sector have grown on a promise. We are de-risked and ready to go. I'm convinced we are well undervalued.

At last. Time to move on. What awaits us in the next chapter?
Cash rich, de-risked and ready to roll.
Bring it on.

Scotgold-,Small cap ideas article in This is Money today. Great publicity.

Does the Co. provide a list of its portfolio shares and how many shares are held in each Co?

I know we own 22% of PIRI and hold shares in Kodal & Tanzanian Gold Corp. Beyond that I struggling.
Anyone help.

I make the NAV around 1.325p based on current investments and cash of c. £9m
It was £8.7m (1.3p) as at 30th September 2020 so that seems hardly stretching.
Given the current share price this does seem undervalued.
What would be an acceptable multiple of the NAV?

Who is Mr Patel? Should we take notice?

The Hydrogen Council has estimated that the market for hydrogen could reach $2.5 trillion by 2050.

I visited ITM in Sheffield in 2017 and spent quite a few hours with the CEO & inspecting their operations. The price was circa 20p. I held for sometime but the share price went nowhere for ages. I sold out and of course it has gone up ever since. Now £6.60!! So I'm a b) like you. Did however get back in around £2.50. The future for hydrogen looks amazing (domestic fuel for boilers, transportation etc.) as for fuel cells and electrolyses etc. Batteries are heavy, take up a lot space and still take time to charge. Will soon become outdated technology imo.

Hi John, I agree it is a good idea to have exposure to Copper. Kerim & team have identified that also, hence their increasing investment in Venus Minerals, Cyprus. But I along with a few other AAU investors are also invested in CHF, which as you may know is also in Cyprus and like AAU uses Panmure Gordon.
I also like Altus Strategies (ALS) which is a Royalties Co with a wide range of investments and commodities including copper. One of the attractions is the fact that the 2 prime movers set up AAU with Kerim originally, but when it was clear it couldn't occupy three highly ambitious and quality guys, these 2 went off to establish Altus. I also like Panther Metals (PALM) where Kerim is Chairman, but that is another gold play of course. Good luck. Don't forget to look at Hydrogen, fuel cell and electrolyser linked developments. Amazing growth at ITM, CWR & AFC for example. But look at those valuations compared to revenue etc. There will be a Governmental Strategic paper on Hydrogen issued in February. It is the future imo.

Yes a great interview at last. Covered most of the key aspects. Importantly the Turkish authorities approval to the Deal which sounds quite close. I quote Biggles our 3% shareholder who posts on ADVFN :-"From the proactive investor interview Kerim expects that the gov sign off will not be months but very very soon. In order for him to say that I conclude that he knows the government must be considering their proposal ie asking company questions because he couldn’t make a comment like that if he hadn’t heard anything from the government. In sign offs like these the time consuming element is getting the authorities to look at the case, once they are looking then it’s a short process. Very confident after that interview"

Second RNS out

Thanks for your reply Buyonfear, which I totally respect of course. I've no idea what website you are referring too as the video I copied across came from "The Really Useful Silver thread" on ADVFN, if that makes any difference. They do seem to have some strange individuals posting I agree but it covers a wide range of views and subjects.
Did you see my question asking if the Scancell vaccine will be a proper vaccine, not a synthetic chemical pathogen as is apparently the case with the current BioNTech one? Thanks again for your time and input.

Out of interest will the Scancell vaccine be a vaccine in the true sense of the word?

Thanks for your informed comments. Would you be happy for me to post your response to the originating poster?

Can anyone help? I know there are a lot of experts on here and would love someone to confirm this 6 min. video is rubbish, scaremongering etc., especially the bit at the end when Judy speaks. Any views?
hTTps://thewallwillfall.org/2021/01/11/this-is-not-a-vaccine/

Strong buy article by Nigel Somerville has appeared on ADVFN courtesy of Biggles

Have you looked at Coinsilium- COIN?

Well I hope Ozaltin do dictate the pace. They will surely want to see a quick return on their sizeable investment. I’m surprised if they are happy with Kerim remaining in Australia. As I said earlier there is good evidence that bringing in a big player to small Caps. (Ozaltin have $9billion of contracts I believe) doors open, investors are attracted, finance and resources are no longer a problem and big Co disciplines make things more managed, more accountable , dare I say more professional etc. I wonder if Kerim knows what he is letting himself in for? Time will tell if the focus and feel of the Co. change. Hopefully for the better in the interest of shareholders and value creation. We’re not that old yet John. Still life in the old dogs yet.

Hi John. I’ve heard him say that but I’m not giving up whilst I’m still invested. It might be convenient for the Co not to publish such milestones but they are there to serve shareholders. How can it be any worse than the original timeframe to tie up the JV deal (end of Feb. 2020) . A year later and we still aren’t there. The story with all its arms is quite complicated now and any potential new investor I’m sure won’t know what comes first . Why is AAU any different to any other Co that provides nice clear plans. I hope other shareholders will join my call for it to be reintroduced.
Paul is keen for another Pizza lunch when we are allowed out. All the very best.