slides · global inventory
Overcoming Monster
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2,761-2,790 of 10,649
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The text argues that flawed geological modeling is the root cause of the company's operational and financial failures.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Problem1 hit
07
Includes satellite imagery comparison of the SE corner of the pit.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Before After1 hit
08
The slide uses visual evidence of wall collapse to argue that the company is underestimating the cost and scale of necessary repairs.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Before After1 hit
09
Uses photographic evidence to refute corporate narrative.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Before After1 hit
10
The slide provides visual evidence of site conditions to support a research note on operational risks.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
11
The slide uses visual evidence (satellite/drone imagery) to support a narrative of management negligence or desperation.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
12
The slide uses a narrative structure to expose management's failure to act on their own stated risks.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
13
Includes detailed calculation logic for conservative and base case scenarios based on pit dimensions and rock density.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
14
The slide functions as a critical research note questioning management's transparency and the financial viability of future stripping operations.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
15
Includes footnotes referencing conference calls and investor presentations.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
16
The slide critiques the company's operational instability and financial constraints regarding ore extraction.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
17
The slide uses a chronological list to build a case for management inconsistency and potential failure of specific mining assets.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide contains a mix of corporate presentation material (top) and critical research commentary (bottom).Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
19
The slide uses technical geological evidence to challenge the validity of a mining company's resource estimate.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
21
The slide combines a technical data table with a critical narrative analysis of corporate strategy, suggesting 'desperation' in the company's exploration and development timeline.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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 estimates.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
23
This is a text-heavy research note page containing extensive footnotes detailing specific regulatory and geological concerns.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
24
This is a text-heavy research note page focusing on operational underperformance and questionable reporting practices.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Hypothesis Test1 hit
25
The slide analyzes operational performance discrepancies, specifically noting that while ore extraction exceeded plans, gold yield fell short.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Hypothesis Test1 hit
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.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Hypothesis Test1 hit
27
The slide highlights a counter-intuitive outcome where lowering the hurdle for resource classification resulted in a reduction of measured resources.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
28
The slide contains extensive footnotes explaining technical mining terms like Whittle Pits and AISC.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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 mining costs.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
30
The table shows M&I Resources and P&P Reserves broken down by specific deposit locations.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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).Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
08
Includes transcript of Q&A with CFO regarding Macau entities and analysis of Panjiva export data discrepancies.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
09
The slide uses a table to highlight a 'Diff %' between reported sales and import data, framing the company's explanation as a 'nonsensical excuse'.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
16
The slide uses a forensic accounting approach to question the validity of off-balance-sheet debt offsets.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
17
This is a research note page focusing on financial transparency and potential accounting irregularities.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit