2p here soon Shorts have a mandate needs go get fulfilled |
Interim President already in place, with elections scheduled later in the year. No change to the overall party in power. |
Namibian president dies.
I wonder if there will be a peaceful succession, and the policies of any new leaders. |
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. |
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. |
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.) |
Yes that's correct looking very bullish . 2025 will start seeing lithium deficit . Position of the company is very strong |
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. |
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 . |
Atlantic Lithium RNS saying there's still strong interest in spodumene offtake financing despite depressed market conditions. |
#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 |
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.) |
It's hard going holding this.
Regarding prices though, tin is going up and inventories are decreasing. |
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. |
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? |
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. |
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. |
Quite a few articles noting the decline in lithium prices and slowdown in EV sales affecting the ability of miners to raise funds.
I see also that environmental protesters are now attacking Tesla's as EV cars are heavy and price more particulate pollution from their tyres due to heavier wear. |
Fantastic watch |
https://www.ft.com/video/b6908d24-0c39-425c-a1ed-6b2ad7ad70ff |
TBH in 2024, could be higher than 10-12p, mainly at the moment it's artificially low, we saw 9.75p on sentiment alone last time, with some coupling of decent newsflow news + sentiment could take this up more. |
Think we are approaching the last shake by the MMS today , ask just got took out at 5.2p . Time will tell , this year should well see double digit figures 10-12p certain catalyst news could easily do this . The company is only going to grow |
A second phase of drilling, including mineralogical characterisation, is planned for Q1 2024 to increase geological confidence, prove continuity of mineralisation along strike, and to establish a maiden mineral resource estimate. In addition, the Company plans to conduct comprehensive metallurgical test work to support future feasibility studies for a mining and processing facility at Lithium Ridge. They aren't shy in issuing RNS's I personally will start seeing news flow next week maybe and expect a full pact year ahead. Plenty of news to come . |
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