ALLIANCE MINERAL ASSETS LIMITED (ASX:A40) - Key Questions to Address - Jan 2019, 37204845, page-49 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Originally posted by luanboo: ↑

Good day folks.

I must apologise for starting a thread for questions and now I am unable to share all the discussion details in public, as a respect for people involved.
In any case, our discussion did not involved any new information that was not already officially published to all shareholders. We just have to wait for the upcoming company quarterly activities/cashflow report (asx requirement) and quarterly financial statement (sgx requirement) for insights to the company's operations and financial progress.

What I can share is my own view of the new merged Alliance Mineral.

Many investors (myself included) have probably been invested in AMAL or TAW for as long as 2-3 years. Some are getting tired (I won't use the word impatience for people who have held that long) of waiting for the SP to rally hard. We will need even more patience here. My opinion is the completion of the merger is simply the starting (or restarting) of the new AMAL story. There are obviously ten thousand things the new merged co wanted to do, and it will take some time to do them step-by-step. My view is the revised offtake with Burwill (immediately after merger) was the first crucial activity to open things up and can be considered an expensive exercise to fix a hindsight "mistake" from the earlier offtake agreement that had basically tied all our hands and legs and whole body. WIthout fixing that, we will not be able to expand and will be seriously constrainted.

Based on the recent AMAL job postings, drilling/exploration is the immediate focus for the company for the next 6 months, together with 1 or more new SC6 offtakes (as per news article and Mark's TV interview) which Mark Calderwood is probably working his butt to finalise. Personally I don't believe the new offtakes will be finalised so soon, even though we had high hopes for it. Agreement negotiations cannot be rushed into, especially if the new offtake parties are large enterprises (learning from our experience). I believe these 2 activities will be the significant catalysts for the SP re-rating.

My advise is to ignore the trolls and the haters - they will do what they need to agitate/bait us. Don't feed them by engaging in meaningless back and forth. Some of them present good information for considerations and we decide whether those information is valid or rubbish. Not everything that sounds correct is correct. Have a good day!

Expand

Thanks @luanboo

Is there anything that stood out to you that you can share?

I'd be very interested if any of your views of the company were changed or reinforced as a result of the meeting. No need to go into specifics if you can't.

Cheers

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