Carson C. Block · research-note
Asanko Gold Inc. (AKG)
43 pages · 3 arc beats · 3 loops
Asanko Gold Inc. (AKG)
Carson C. Block · 2017-05 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 50 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits — 0/1 slides
100% 1/1 slides — 0/1 slides
100% 1/1 slides — 0/1 slides
Expose Contradiction 37 slides 100% 37/37 slides 100% 37/37 slides · 274 hits — 0/37 slides
5.4% 2/37 slides 40.5% 15/37 slides 100% 37/37 slides · 49 hits 27% 10/37 slides Impact & Next Steps 12 slides 100% 12/12 slides 100% 12/12 slides · 97 hits — 0/12 slides
— 0/12 slides
50% 6/12 slides 100% 12/12 slides · 24 hits 33.3% 4/12 slides Slide inventory
43 every slide · same image gating as the playbook
04
The text serves as an executive summary for a short-seller research report.frame_problem
05
The text argues that flawed geological modeling is the root cause of the company's operational and financial failures.diagnose_problem
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06
This is a text-heavy research note page focusing on financial distress and management credibility.expose_contradiction
07
Includes satellite imagery comparison of the SE corner of the pit.diagnose_problem
08
The slide uses visual evidence of wall collapse to argue that the company is underestimating the cost and scale of necessary repairs.diagnose_problem
09
Uses photographic evidence to refute corporate narrative.expose_contradiction
10
The slide provides visual evidence of site conditions to support a research note on operational risks.illustrate_case
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11
The slide uses visual evidence (satellite/drone imagery) to support a narrative of management negligence or desperation.expose_contradiction
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12
The slide uses a narrative structure to expose management's failure to act on their own stated risks.expose_contradiction
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13
Includes detailed calculation logic for conservative and base case scenarios based on pit dimensions and rock density.analyze_data
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14
The slide functions as a critical research note questioning management's transparency and the financial viability of future stripping operations.diagnose_problem
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15
Includes footnotes referencing conference calls and investor presentations.expose_contradiction
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16
The slide critiques the company's operational instability and financial constraints regarding ore extraction.diagnose_problem
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17
The slide uses a chronological list to build a case for management inconsistency and potential failure of specific mining assets.expose_contradiction
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18
The slide contains a mix of corporate presentation material (top) and critical research commentary (bottom).expose_contradiction
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19
The slide uses technical geological evidence to challenge the validity of a mining company's resource estimate.expose_contradiction
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20
The slide uses red annotations and arrows to point out that 'Minimum' values exceed 'Maximum' values in the provided tables, indicating data entry errors.expose_contradiction
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21
The slide combines a technical data table with a critical narrative analysis of corporate strategy, suggesting 'desperation' in the company's exploration and deanalyze_data
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22
The slide uses a table to highlight resource increases while the surrounding text casts doubt on the methodology and the individuals responsible for the estimatpreempt_rebuttal
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23
This is a text-heavy research note page containing extensive footnotes detailing specific regulatory and geological concerns.diagnose_problem
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24
This is a text-heavy research note page focusing on operational underperformance and questionable reporting practices.expose_contradiction
25
The slide analyzes operational performance discrepancies, specifically noting that while ore extraction exceeded plans, gold yield fell short.analyze_data
26
The slide uses a table to quantify the downgrade in value and tonnage resulting from the updated CSA Global MRE compared to the prior CJM estimates.expose_contradiction
27
The slide highlights a counter-intuitive outcome where lowering the hurdle for resource classification resulted in a reduction of measured resources.expose_contradiction
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28
The slide contains extensive footnotes explaining technical mining terms like Whittle Pits and AISC.expose_contradiction
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29
The table highlights a significant discrepancy between previous and updated resource estimates, specifically noting a loss of 140,000 oz of gold and increased mexpose_gap
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30
The table shows M&I Resources and P&P Reserves broken down by specific deposit locations.analyze_data
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31
The slide uses a table to expose a potential discrepancy in valuation methodology (using a $2,000/oz gold price vs peers' $1,200-$1,500/oz).compare_peers
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32
The slide highlights skepticism regarding management's guidance and accounting practices (including receivables in cash).diagnose_problem
33
The table calculates excess liquidity for 2018 based on 2017 operational assumptions.analyze_data
34
Includes a table detailing 2018 production assumptions by mine site.analyze_data
35
Includes detailed breakdown of capex, wall pushback costs, and Red Kite loan repayment schedule.analyze_data
36
The slide is a text-heavy research note page containing critical analysis of financial health and management credibility.diagnose_problem
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37
The slide contains two embedded images of company presentation slides, annotated with critical commentary regarding the company's overly optimistic forecasting.expose_contradiction
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38
The slide uses a specific historical document (footnote 113) to contrast past management projections with later claims.expose_contradiction
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39
Uses the concept of a 'Memory Hole' to frame the company's revisionist history.expose_contradiction
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40
The slide uses direct quotes from management and compares them against internal project plan data to highlight inconsistencies.expose_contradiction
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41
This is a research note page focusing on corporate governance and transparency issues regarding mining data.expose_contradiction
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42
Includes detailed footnotes referencing specific financial reports and news articles.name_villain
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43
This is a forensic research note highlighting potential insider selling and obfuscation of ownership.expose_contradiction
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