thanks to burton |
Four mining assets plus several value triggers for Andrada Mining suggest @TMSreach "...Further exploration is underway, funded by the fresh revenue channels opened this summer. Production at the pilot plant continues to ramp up. And an off-take agreement may be not too far down the road..."https://total-market-solutions.com/2023/10/andrada-mining-ltd/ |
The company are presenting on Wednesday. I'm attending but leaving early so hoping they are one of the first to present it is being held by Hannam & Partners. |
Matthew Syed of the Sunday Times this week, wrote one of the most realistic acknowledgements from a paper, that I have read.
The admission that we are in a resource war and how much of what is happening is due to shortages and dwindling sources.
Yes, he even mentions Ukraine ... it is a 'mineral superpower'.
Think about it.
I don't totally agree with his solution for the UK but will leave the reader to decide.
What it does say to me, is that stocks like this will be needed...little companies that know where to dig, know which countries are tolerant and will lead to success in the end.
Things never go up in a straight line but this resource war is not over yet....in my humble opinion. |
thanks to MRF |
If MTRO can go up and CUSN, then ATM ought! |
Worth watching especially 3 onwards. |
I reckon that 500000 was just a roll over from earlier in the day if you look at the repeat and the time.
Amazing how something like can affect play, when it needn't, in my opinion.
Plenty of positive trades this morning I am pleased to say. |
Drop overdone .
IMO |
The strategic partner news isn't too far away I would think, but I wonder just in the current climate how much more will it add to the share price price?
It's probably 2024, where we hopefully see the full potential value shaping up. |
This is a good read. Short but to the point.
TDT |
The US makes a difference and the Dow seems to suggest it's on the turn....
my thoughts only judging by pre market.
Of course that could change. |
Yes and we have encouraging comments on that!
'Our Exploration Geologist , Armin Schommarz showcasing the visible spodumene at Lithium Ridge project in the Erongo region, Namibia. Recent exploration drill results found Li2O grades as high as 2.13%. The results show continued lithium grades over a 6km strike!' |
Glencores SPAC deal to buy the Appian Capital nickel/copper mine has just fallen through as the price couldn't be renegotiated lower due to falling prices, and investors were unwilling to pay the original price.
I suppose, here too, price is an issue as well as quality of partner.
Our advantage is that the lithium is a free carry. |
Agree, the back tracking certainly cooled some sentiment, but the resource is present and plenty to look forward to here for LTH. I just see this as a top up opportunity. |
Strange old chart now, I guess Sunak back tracking on the green element has taken it's toll, on these miners.
Still the resource is still there, the prospects good and sentiment changes with the wind.
I am liking this little company so let's see it bloom again. |
'Our Director, Laurence Robb, and Head of Exploration, Timothy Marais, along with our geologists attended the CAG 29 conference
in Windhoek Namibia. The conference highlighted geological research initiatives within Africa. ' |
Come on ATM join the party! |
Nothing goes up in a straight line.
Still a good prospect in my opinion. |
 It is a fair point.
I wonder if that is the reason that there seems to be more cooperation between the West and China?
I have noticed a couple of things.
'Breaking Market News
@financialjuice
🔴 CHINA'S VICE PRESIDENT IN TALKS WITH FORMER US TREASURY SECRETARY: CHINA WELCOMES MORE AMERICAN FIRMS TO INVEST IN CHINA.
'Hungarian Foreign Minister Peter Szijjártó:'
'“This is our position - sanctions don’t work. They failed. Sanctions are causing more harm to Europe than to Russia. We hope that one day we can return to civilized cooperation between East and West, because it is in our interests.â€5533;'
'China and the U.S. have agreed to set up separate working groups to discuss macroeconomic and financial policy matters, the Treasury Department said in a statement on Friday.
The establishment of the groups builds on discussions Treasury Secretary Janet Yellen had with Chinese Vice Premier He Lifeng in Beijing in July, and are part of efforts by the Biden administration to deepen communication with China, the Treasury Department said.
Treasury said it will co-lead the economic working group with China's Finance Ministry, and team up with China's central bank to co-lead the financial working group.'
Now that is interesting.
First there was the big find of minerals in the extinct volcano in the US, which has China as the biggest shareholder, now a bit of cooperation in this , and perhaps both.
Perhaps it shows a change of sentiment between the Nations? |
THere's a lot of uncertainty out there at the moment and not just in the West either.
TDT
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