RE:RE:Comparison of Emerita Resources with Orvana Minerals Part II also like Ganndolphs posts a lot. To me it's pretty obvious why we're lagging a lot, Juan and the gang are not getting the word out. For example the metallurgical test work at EMIPA and a forward timeline deserves a separate PR, not hidden in the M&D. The Taguas PEA should have been released by November but will probably not be released before year end just after management has been rewarded with RSU, for their excellent operational performance but miserable communication skills. I couldn't even find the unsold Au Cu inventory in the latest MD&A but if memory serves me right it should be around 4Moz Au and 400k Cu. The 4Q results were not very impressive due to 4 weeks downtime and lower grades, but I'm looking forward to the Taguas PEA (No.1 reason to hold this share although recent exploration success at Orovalle has been impressive) and Q1 financials....
checkmate28 wrote:
Ganndolph I've been traveling and just read your post.Thouroughly enjoyed your post and appreciate your efforts to help understand this comparison. Looking forward to further information. For the life of me I cannot understand how they trade at such a valuation gap. Assuming you feel the same Do you have any thoughts as to why ORV trades at such a discount to fair value? And what it takes to get more interest in the company?