Member Info for Yorkshirepragma

A JV! As first sought by SXX?
1.Avoid PI & II angst., and continuing bad PR for years to come.
2. Take advantage share value for project expedition
3. Get around current city pressure
4. Be seen as ‘considerate’ and mature ,modern business considering broader church.
5 . Not to difficult AA have others!

Interview gives several punters-
-Great project.
-Funds and Qt could readily help giving added value to II’s and PIs holdings above and beyond AA option.
- it’s a matter of seeing who’s interested , if anyone in this clearly significant 100 year prize?
AA getting a steal here.. dreadful outcome for most.

Notably the board has some great historical ability and connections . Eg note the Croda connection via BD. Bodes well, as well as clearly recognised value to product range.
T/O increase going forward will lead to profit & some if these applications thrive!
GLA

AAs ethical route is a SXX JV. This will otherwise create a modern “AA Africa “ problem down the road , albeit of a different nature!

The solution here is a JV . Mr Cutafani if you bare wise you’d consider options again? I understand you’ve looked at all , but this solves it in one.
Furthermore the ethics of not “ taking” SXX investors money , would put AA into the right ethical position.
Why the need for a complete buyout ? AA has JVd before, SXX bod would no doubt support in full. Everyone receiving a balanced position . People & values first for AA are declared in full I recall. Is it not 2021 ? Business is not just about $?
It would be praiseworthy if AA took such a position.

JV share with BHP for Jansen, why not an arrangement with SXX? Less pain for AA and surety also of support from PI and IIs

AA solution would be a JV . Hard as that might be for the CEO to address, he’d get the votes through...amendment to bid needed with 2 weeks to go and Hedgers playing?
Prize as above....lol at the option AA!

Extraordinary comment by a CEO. AA taking a great asset it seems.
CF & BOD now progressing AAs opportunity it seems without deferring to ‘other’ alt. options as doable, which is their prerogative. But am sure they also acknowledge they still have fid. duty to consider other considerations as they arise.p should that situation arise.
Their comments on ‘not doable’ re. alt. founder should be scrutinised further, as should advisers positions. It would be also interesting to establish the last departed FD rationale for leaving after a few months?
Re ‘trust’ raised hereby many. Certainly the SXX rhetoric has been always enthusiastic to the extreme. Albeit a bit ‘time share’ in presentation at times. Whatever to happened to ‘ creating shareholder value’? Lost value it seems!
CF et al have to take some criticism for this debacle. 3/10 don’t try again...poor show.

Simple solution for AA....JV ,it’s not too late. And equally potentially strong for the co.

2014 revisited, quite rightly perhaps.

Polygon are likely after a ‘lift ‘ in their package to agree AA takeover...an alternative ‘value added ‘strategy . See their site.
Or something else? More complex for an other..time will tell.

https://www.reuters.com/article/us-rosneft-holding-qia/qatar-glencore-venture-values-its-rosneft-stake-at-7-4-billion-euros-id

Previous...?

Quatari investment last option? Glen core etc

https://www.psychologytoday.com/gb/blog/out-the-darkness/201803/the-voice-inside-your-head

The AA comments on doability are particularly telling.

Myo, well said. All crossed ,you never know ? A company which headlines ‘ shareholder value’ might have some decent focus on alternative options to move forward. It’s an obligation.
Time will tell.

Point made.....with the ‘adulation’ by AA over the ‘opportunity ‘ who knows what might occur yet? Radio silence ...

II’s will have noted the highly positive AA rhetoric. Embarrassment might affect attitude to this.

Well said.
The II’s views need to be crystallised also. There may be some dissenters and this would alter the story GF.

It’s very poor when AA sees ‘ significant value/ a straightforward mining job/ great potential etc in a growing market etc, yet a search by the BOD is unable ( as yet ) to find another route to progress as laid out in the 11/19 strategy in detail.
The lack of an action to seek this by CF questions the governance issues here, if nothing emerges.
I sincerely hope they can achieve an alternative as perhaps ( bearing in mind the RNS ) there is a board obligation here.
A share issue + + strategic backing would be surely doable for the required sum, extraordinary!
.....Preserving shareholder value?