RIght on David. ATV ticks every box..
jurisdiction (tick),
quality of deposit (tick),
cash flow +ve, or definite path to generating cash flows (tick)
management pedigree (tick),
exploration upside (tick)
valuation (tick),
*The title issue may raise a concern to the casual observer, but is a non-issue to those of us that follow ATV closely, and will likely be resolved within a couple of months.
**The only real remaining issue is the financing of the Touquoy project. But this risk has been way overstated imo, and is receding as a concern with the increases in the share price and the gold price. I think the surprises lie on the upside in this regard.
So in summary, i agree with you. ATV is one of a very select few gold stocks that genuinely ticks every box. And every box needs to be ticked for such an investment to pay off. The best project in the world with dud management makes a dud investment. The company with no clear path for organic expansion will likely do dumb things like pay over the odds for acquisitions. The best company in the world can be a bad investment if purchased for significantly more that its value. The best management with the best project in the world can still result in loses for investors if it's in a bad jurisdiction.
If you really think about it, VERY few gold companies globally tick all of the boxes. And imo, ATV will soon be one of the elite few that will. And in a gold bull market, with trillions of dollars of cash sitting on the sidelines looking for a home, that will be a valuable position to be in. Very valuable.
So imo, the path is clear, and it's really is only a matter of time before the market pays attention...and this thing 'PoPs'.
Disclaimer: I am extremely bullish about ATV, and biased too. Please do your own research before buying or selling ATV or any other stock mentioned by me or others on this forum. You can lose the lot on any investment, so be careful!
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