Andrada Mining Share Discussion Threads

[bobbieblock] 03/2/2021 19:48

Missed it. Any highlights?

[allonblack] 03/2/2021 19:23

I think the slide pack was highlighting phase ii being accelerated due to the higher tin price

[maverick247] 03/2/2021 13:57

Sponges latest blog and research note

[ukgeorge] 03/2/2021 12:36

Good point certainly not going to help the Americans were threatening further sanctions.

[allonblack] 03/2/2021 12:31

Is the disruption in Myanmar going to lower supply of tin? I think they produce 1/5 of supply.

[shieldbug] 03/2/2021 10:23

Nice chart.

[outlawinvestor] 03/2/2021 08:58

Updated header with a link to Inventory and price chart (LME)

[outlawinvestor] 02/2/2021 11:38

ATM included a 20% tin price sensitivity impact in their NPV calcs back in June.



They assumed FY21 average tin price at $20,168. Of course it is way too early to change average price assumptions knowing how volatile commodity prices can be.

[allonblack] 02/2/2021 11:28

Have any brokers put a sensitivity on fcf forecasts and target prices to rising tin prices?

[bobbieblock] 02/2/2021 11:23

I think this is a breakout. Given volumes and Tin Price 5k above assumed price already for 2021 - faster rollout of production phases coming?

[maverick247] 02/2/2021 08:54

Seller with SCAP seems to have disappeared could have a nice run today

[outlawinvestor] 02/2/2021 08:08

LME Tin cash closed at $24,325 last night. The spread over the 3-month contract was a massive $1,341 and $1,731 over the 15-month contract. Due to tight inventory, market participants are more interested in laying their hands on the metal immediately leaving the future to take care of itself!

[ukgeorge] 01/2/2021 18:01

I don't think anything can be read into it.

[koolio] 01/2/2021 17:36

Do you think it’s incidental that ATM and Zinn are doing the webinar together?

[ukgeorge] 01/2/2021 17:24

Thank you, I have some Zinnwald lithium shares as well :)

[outlawinvestor] 01/2/2021 17:22

The event will be held on Wednesday 3rd February at 5.30pm (GMT). Please register your interest at: hxxps://voxmarkets.brand.live/c/zinnwald-lithium-afritin-mining-webinar

[ukgeorge] 01/2/2021 17:17

Allon do you have a link to the webinar?

[bobbieblock] 01/2/2021 11:10

We should be cash flow positive with Tin at 23k! I like this is a quiet board, shows how much money there is to come in once people notice

[allonblack] 01/2/2021 08:36

Webinar on Wednesday. Good news. Hopefully they will talk about current output, the tin price and if they are cashflow positive at these prices. What does that all mean for phase ii?

[ukgeorge] 29/1/2021 22:59

Highest volume in 3years (ever) about 80m shares this week, really looks positive for the next few weeks, months tin prices also heading the right direction so fingers crossed these will be heading towards the h&p target price 10pbl :)

[koolio] 28/1/2021 17:21

If you haven’t done so already, check out the Hannam and Partners research notes. Free to read and download after registration.

[maverick247] 28/1/2021 15:40

Blog that goes with the research note

[koolio] 27/1/2021 09:51

Nice post Maverick and nothing of substance to argue with in the research note. I had top sliced a bit of my long term holding in SLP last week and put the money here and in JAN so it was quite the coincidence that SLP got a mention in the text. I’ve been buying here since 2.5p with my initial target price in line with another broker guidelines.
Good luck all.

[maverick247] 26/1/2021 21:22

Sponge research note HTTPS://spongeshare.com/research/afritin-mining-research-note/