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ADY - Admiralty Resources

Re: ADY


going by volumes id say overhang pretty well through , taken position in anticipation of selling to dissipate .

................. pete
 
Re: ADY - Time to get on board

Anybody here been watching ADY?

Production of iron ore has just commenced. Currently producing 25K tonnes per month. This is to increase to 125K tonnes in the next couple of months (once the processing plant comes online) which will provide some very nice cashflow.

IMO at current price of 9.5c ADY is very undervalued. Downside risk has been mitigated now that production has commenced.
This stock is due for a re rating very shortly
 
Shipment to the cement maker is good. (Cement clinker 2-3% Fe ore), but still would like to see iron ore for steel making.

When we finally see shiment o/s of iron ore, 10c ady will be just a memory.

Also with crude possibly moving upwards from 70$, hybrid / electric cars will be focussed on. Then the rechargeable battery market will really rocket (Li, K)
 
CFO just bought $70 odd thousand worth of shares. That would indicate???? This stock is way undervalued. Chart is a bit ugly at the moment, but next couple of weeks will be very interesting. ADY maybe not as "exciting" as some other stocks, but this will be a buy opportunity very soon. Been watching closely for a while now; big boys have been playing the stock down......wont be long..........keep it in your black book
 
Spotted by barney as a possible breakout. Volume again today, market maybe expecting they are close to a sales contract?
 
Production due to commence soon. Looking at the chart, the stock is consolidating. Should see it only go up from here!
 
Two interesting announcements the last couple of days.

1) Contract negotiations for take off of iron ore with customers in final stages, due to complete in next 3-4 weeks.
2) Testing on Rincon Salar indicates that quote: "A new JORC study of reserves will be completed now that the porosity is known to be more than three times higher than previously estimated, inferring a much larger resource than previously thought."

Looks like management is finally getting their act together. Interesting times ahead mehopes. (note: my tip for the competition!)
 
Interesting move by the MD Philip Thomas, who chose to exercise 3.5 million 10 cent options on 28 Nov, when the share was trading for 9.3-9.5 cents, meaning he was out of pocket by $21,000. In the past the directors have been a bit generous with giving themselves options, so for me as a shareholder this restores some confidence in their credibility.
 
Certainly that sort of purchase on the market would have not been possible under 10c and brokerage costs too
 
bvbfan said:
Certainly that sort of purchase on the market would have not been possible under 10c and brokerage costs too
That's some expensive broker you have! Could have easily be done spread out over a week with parcels of 250,000, estimated brokerage costs of $300 for me...
 
Massive buy orders in pre-open, suggesting that this will open over 10 cents today. Something brewing here?
 
Looks like it will gap up again today at 11 cents. Still enormous resistance in the 10-12 cent zone, so will probably need > 50 million shares traded today to get it through there. 3 positive announcements in a row; if it doesn't happen now, it ain't gonna happen in the foreseeable future
 

Good luck to you "Rubberman" .... I used to own a lot of ADY till I had to finance all my debts Its a good Co. with sound management Imo, so hope you make a few dollars, Barney.
 
Thanks barney. The short-term concern (sufficient cash flow) now seems to be addressed. I'm still not 100% convinced about management; e.g. the timing of the last announcement seemed a bit 'staged' to me, as it was something they knew 3 weeks ago. I bought this with a 3-5 year horizon as I do like the potential of Rincon Salar. Short-term it finally cracked the 12 cent resistance with good volume, so here's hoping it can consolidate above that for a while...
 

I accumulated ADY's in the 8's and 9's a few months back and have no intentions of selling with roughly a 80% profit. Why? On many occassions I have conversed with PT in at 200 Queen St, whether in the lifts or in the foyer and he always appears to be a heads down bum up type of man. Todays ann. in relation to the reliable transportation Contracts signed with HK based company on top of yesterdays announcements regarding the Big Chinese Based Steel Co. now in my opinion give credibilty to my assumption of PT and I know short term, a revaluation on ADY is imminent. My current valuation based on 3.6mtpa as stated in todays financial review article would conservatively value the SP at roughly 35 cents and that is being conservative. However as PT stated in today AFR article, if 5mtpa is obtained well upside from 35 cents is a definite.
DYOR as I have and you will soon see why this will be rerated shortly!!
 
johnno261 said:

Here I am getting excited about the Rincon Lithium project, when having just read thru yesterdays article in the financial review about ADY's Iron Ore JV, really that could be a huge play in itself. The JV with Sth American based Cia Minera Sanata Barbara in itself may have all 9 Iron Ore mines up and running by mid this year which could be shipping up to 5mtpa once the new port that the companys has just secured the rights to build from the Chile governement is in operation. The Iron Ore fines are also extremely high qualitys at about 64%, pretty much the same quality as on Koolan Isl.
PT stated that by building the port, it will increase profits by US $46.8 million a year based on the lower assumption of 3.6mtpa.
 

I just did a little research on the freighting company just to tie up and taking into account every detail of the production/supply chain. Company operates a large number of freight ships which specialize in mining industry freighting and the average age of their entire fleet is 5 years, so reliability wont be an issue which is of extreme importance when the big boys can deliver on time and with reliable service.
All looks set for a big week for ADY and a few of my other Iron Ore plays that i believe will shine in 2007,being GBG,MGX,MMX!!
Good luck to everyone!!
 
 
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