Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
I am a shareholder in Ariana Resources (AAU) and, like many of you, not a happy one. I have recorded the video below with Kerim Sener and I hope that it clarifies where we are at, puts a couple of misunderstandings to bed and that you think I gave him the hard time he deserves. To me I can still see a sum of the parts valuation of in excess of $400 million. Clearly there are risks and I am furious as to where we are now but for the potentially spectacular upside I am certainly not selling. Enjoy.
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