Andrada Mining Share Discussion Threads

[nesty1760] 06/2/2024 21:17

Predicting 2p, I don't know what's worse you saying that or actually participating in a dog share RRR.

[mjneish] 06/2/2024 12:52

Lithium has actually ticked up slightly today, the first upward move since the 13th of October.

EDIT: excuse me, it was yesterday.

[richyf3] 06/2/2024 08:51

Investors and others don't actually truly understand the company the company's assets and the full scale operation .

[richyf3] 06/2/2024 08:50

2p lol that's the best yet !!!!

[the lah] 06/2/2024 00:27

it may do, it may not but out of interest checked your posts and companies you've posted on and you seem a bit of helmet...

[tomavery19] 05/2/2024 20:38

2p here soon Shorts have a mandate needs go get fulfilled

[dunns_river_falls] 05/2/2024 08:14

Interim President already in place, with elections scheduled later in the year. No change to the overall party in power.

[3ootuk] 05/2/2024 06:57

Namibian president dies.
I wonder if there will be a peaceful succession, and the policies of any new leaders.

[paulscb] 29/1/2024 17:51

Nearly 4p as predicted. But I was the stupid one, apparently. LOL. 3p might even be touched as that dodgy Vwap funding is still lingering around.

[dunns_river_falls] 27/1/2024 16:54

If they can get that AISC down on tin and tin price can push on towards $30k/t, they could start earning some decent money. Hopefully doubling tin production should end up being really sensible. Its not glamorous but it pays the bills. Production at 80t tin per month and an $5k/t margin, monthly profit could be $400k. Now when they get that production doubled (which is fully funded), things could start to get interesting.

[mjneish] 27/1/2024 09:55

I'm not sure that I agree with what you say about a lithium deficit, but it would be very nice if if happened yes.

(Link failed. Reposted.)

[richyf3] 25/1/2024 15:58

Yes that's correct looking very bullish . 2025 will start seeing lithium deficit . Position of the company is very strong

[mjneish] 25/1/2024 15:44

Tin has reached its highest spot price since the 5th of September, if the chart on tradingeconomics is accurate.

Correction: it was last higher than this on the 10th of August.

[richyf3] 25/1/2024 09:29

This is why the process is taking so long . I hear there are many interested parties and picking the right one is the biggest deal they will do as a company hence why a head of Barclays are dealing with this .

[3ootuk] 25/1/2024 07:05

Atlantic Lithium RNS saying there's still strong interest in spodumene offtake financing despite depressed market conditions.

[richyf3] 23/1/2024 08:05

#Tin price: 26105 (+807, +3.19%)6:56am London $Tin metal.com/Tin/LME_SN_3M some move now. Investors really underestimate this company and it's position it's in . Undervalued and miss understood

[mjneish] 22/1/2024 16:50

Lithium looks to be heading further into oversupply this year.



Looks like many players are jumping on the lithium bandwagon while demand isn't growing fast enough. Could this have an effect on ATM's plans?

(In case anyone thinks I'm deramping, I hold shares and would like to see them go up. What I'm trying to do is decide whether to add more or not. I think the company will come good in the long term, but it could be a rough ride in the short term.)

[weyweyumfozo] 22/1/2024 14:40

It's hard going holding this.

Regarding prices though, tin is going up and inventories are decreasing.

[3ootuk] 22/1/2024 09:02

Last update the all-in sustaining cost ("AISC") (3) at USD 30 452 was slightly above management guidance of between USD25 000 and USD30 000 per tonne of contained tin.

LME tin is just above $25000.

[mjneish] 20/1/2024 12:23

They are making losses on tin. Two analysts covering ATM are forecasting losses this year and next year (if the summary page on the IC can be trusted). I don't have access to any reports. Does anyone here do?

[nesty1760] 20/1/2024 00:02

The Lithium here is a free hit, what pi's have to get their head around with ATM, that Lithium is the bonus product, it is not the main core product.

The tin that they are producing and other products they have in the pipeline, should underpin a certain share price

I do think many pi's who looking at ATM by pass it, as they are getting too sidetracked on what the Lithium price / game is currently.

[mjneish] 19/1/2024 21:37

I don't know how reliable commodity price forecasts tend to be, but according to this the market price of lithium in its various forms is expected to keep falling through this year and the next.



On Trading Economics it says that the next supply deficit isn't expected until 2028.



Thoughts anyone? Of course it's nearly impossible to make accurate forecasts, but considered analysis beats guessing and intuition.