AVZ 0.00% 18.5¢ avz minerals limited

I invest in some African jurisdictions and have fairly...

  1. 11,185 Posts.
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    I invest in some African jurisdictions and have fairly significant amounts of money invested in such stocks/places and you will find that I don't hold back any punches when reports of civil or political unrest or terrorist acts come into my inbox or issues that might effect mining laws or mining governance in those countries. I continuously monitor all these developments as best I can. As an investor you can't be blind to such issues as they can be the actual drivers of sentiment and the tussel between buyers and sellers. A companies value is a mixture of much more complicated inputs than just how good a project is or how advanced drilling and development work is on that project, particulary in Africa. Politics, politcal governance, civil unrest, terrorism and the outbreak of disease can have much bigger effects on a stocks value than the outlook of commodity prices or the techincal aspects of a project or how funding arragements are progressing. Often it is these more peripheral issues that feed back into institutional support for a project or company and this can determine the type and source of funding that a company might expect to gain in the future. Many people wonder why despite the apparent strength of the drill results that AVZ are achieving the share price hasn't matched the strength of such results. I believe the answer actually lies in the exact things I tried to point out to the forum yesterday. Investor would be extremely stupid to not keep up with developments in these key areas and relegating such discussions to generalised threads denies the importance of some of these potential drivers and risks. I think I should be allowed to express my opinions and facts just like anyone else and I certainly don't need the personal abuse that I have received which questions my character and my life. That is simply none of this forums business. Yesterday amongst other things I got accused of being a bore by one member of this forum. Even if that was true why should it affect the quailty of my opinions or posts. Investing in a disciplined way can be actually quite a boring process of getting all the available facts together and trying to make meaning form them. I say the more facts, the more people and the more civil engagement the better it is for all.

    If you treat people with respect you get respect back. Unfortunately I have never been treated with respect on this forum so when I approach it to make a point I'll often use some colourful desciptions to make that point, a bit hit and run style. I'd like to be able to openly express my opinions here to help contribute to the overall understanding but of many of my contributions end up getting censored. As I said yesterday losing civil and objective discussion and opinion is your lose, even if that opinion is less upbeat. My opinion won't change what is actually going on with this stock, it's complicated. Maybe it will help people understand why the SP seems to want to test new lows. Esh
    Last edited by eshmun: 13/03/19
 
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