Andrada Mining Share Discussion Threads

[purple11] 10/4/2024 08:02

5s flying out of the blocks first thing

[richyf3] 09/4/2024 15:42

#Tin price: 31205 (+2,410, +8.37%)3:15pm London $Tin metal.com/Tin/LME_SN_3M

[purple11] 09/4/2024 10:57

Just far too cheapToday 10:27

At current Tin price ATM are throwing off $9m ebitda per year and that's just the tin!!

Nearly all the additional Lithium and Tantalum revenues will be added to the bottom line given their costs are largely carried within the tin production.

Cash cow.

Added to that ATM sitting on one of the largest (if not the largest) Lithium/Tin resources globally...

Will need to re rate at some point

[nicosevos] 09/4/2024 09:17

LMEselect Tin 3 Month, USD/mt

Latest:$30,400. +$1,605 (+5.57%)

[nicosevos] 09/4/2024 08:59

Pump It Up!!!!!!!!!!!!!!

[purple11] 09/4/2024 08:54

can see this hit 8p again in short order.
hopefully

[richyf3] 08/4/2024 19:15

Indonesia has since the mid 1980's been the World's largest supplier of mined #tin – peaking at 145,000 tpa and doing 78,000t in 2023. A massive fraud investigation is underway, looking at an estimated $13bn pilfered form state owned mining company PT Timah. No #tin has been exported from Indonesia in 2024 and export quotas look set to be limited to only 44,000 tpa. The DRC produces an estimated 20,000 tpa of #tin – 12,000t from Bisie and 8,000 top of artisanal production. Bisie is imminently set to go to 20,000 tpa from the opening of Mpama South. However an insurgency by M23 rebels to the West of Goma has displaced 1M Congolese with the rebels now controlling the main supply route to Bisie. The effect on #tin supply is unclear. #Tin is consumed in tens of billions of end use consumer items in minute quantities – as a coating in a tin can, on a printed circuit board, as a stabiliser in every piece of PVC. #Tin's price inelasticity of demand is extremely high. E.g. an iPhone contains today about US$0.04 of tin. There is no tin price where iPhone sales are affected. New demand for #tin is coming from solar – approximately 70t is consumed per GW of installed capacity. This accounted for 28,000t in 2023, or about 7% of total demand. During Covid demand for consumer electronics went parabolic, with the World running out of some chips and products. This drove the #tin price to $50,000 per t. Post Covid we saw a big drop in #tin demand and destock as consumers had got considerably ahead of average replacement times. From a demand perspective it looks increasingly like a destocked supply chain is seeing resurgent demand. Supply is under threat like never before. Supply chains are destocked. There are almost no new projects. Demand is highly inelastic. I expect to see a peak on this #tin bull market above $100,000 before the end of 2025.

[nicosevos] 08/4/2024 18:15

LMEselect Tin 3 Month, USD/mt

Latest:$29,800 +$1,157 (+4.04%)

[purple11] 08/4/2024 11:52

Are we missing a trick?

"How Gulf states are putting their money into mining"

[richyf3] 08/4/2024 10:14

Certainly is #Tin price: 29225 (+582, +2.03%)9:01am London $Tin metal.com/Tin/LME_SN_3M

[purple11] 08/4/2024 08:18

theres alot to like about this one.

Tin price going up is a good thing

[richyf3] 08/4/2024 08:09

Tin 29k lovely to see

[richyf3] 03/4/2024 19:25

#Tin price: 28395 (+944, +3.44%)6:38pm London $Tin metal.com/Tin/LME_SN_3M that's some move since January

[stocktrend2] 03/4/2024 17:08

#Lvcg
- Mostly debt free
- Cashed up for at least 12 months
- Bricklive and reduced op
- Debt converted at 3p .
David buys at 6p (£250k)
Issued £1.7M Convertible loan at 3 p
2 cornerstone
2 signed 1 to sign this week
400m shares.
Interview below

youtube.com
LIVE COMPANY GROUP PLC - Investor Presentation

[richyf3] 03/4/2024 13:22

Only a matter of time before this really takes off . Patience is key along with research

[richyf3] 03/4/2024 13:22

Very encouraging to see given prices https://www.afr.com/companies/mining/the-country-s-largest-lithium-mine-unveils-bumper-6-3b-profit-20240401-p5fgj8

[nicosevos] 28/3/2024 14:03

March is always a bearish month, with liquidity drying up,
and traders crystallising losses,imo....
gla
Edit, From April 8th, onwards and upwards.

[dunns_river_falls] 27/3/2024 14:50

Market cap is £68m as far as I can tell!

[lord buffett] 27/3/2024 14:42

(Forget to mention it, but Andrada also have over $20m of cash in the bank, when it comes to talk of market cap. So £48m, while it's probably a bit out-of-date/inaccurate per se, could be viewed as more representative, excluding their cash.)

[lord buffett] 27/3/2024 13:26

What you're getting with Andrada is a ready-made, fully-permitted, fully-built, fully-operational, three-battery/green-metal mining operation, about to become extremely profitable (IMO/DYOR), sitting on one of the world's biggest tin-lithium-tantalum resources, with a mine life of some 220 years.

The economies of scale here with an expanded processing plant are simply phenomenal.

[arlington chetwynd talbott] 27/3/2024 12:02

Not saying your £70M MCAP is wrong (it seems to be widely quoted), but why is ADVFN showing it as £48M?

[dunns_river_falls] 27/3/2024 08:46

The AISC should remain lower for a while hopefully and current tin price is firm, so hopefully we will see the first qtr in a while where the tin is produced at a profit. At current approx $1,000 profit margin, current profit levels should be $100k per month. Tin stabilising around $30k would be ideal as would mean annual profit of c.$3m even before the ore sorting commences.

[3ootuk] 27/3/2024 08:36

Tin price recovering so covering the aisc

[dunns_river_falls] 27/3/2024 08:27

Fair question stockhunters. For me its about the expansion plans. With the ore sorting (after plugging in the numbers provided by the company) next year should be the 1st year where they turn a profit. If lithium rebounds in price and they can add meat to the bone with the lithium strategic partner, it could start to get interesting. I want to see a decent deal with the lithium partner, then I may seek to increase my holding further.

[stockhunters] 27/3/2024 08:15

despite good results, genuine question what exactly are you getting for £70million market cap?