Share Name Share Symbol Market Type Share ISIN Share Description
Atalaya Mining LSE:ATYM London Ordinary Share CY0106002112 ORD 7.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 251.50p 250.00p 253.00p 253.00p 251.50p 251.50p 83,705 14:00:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 142.7 19.5 13.8 18.5 340.72

Atalaya Mining Share Discussion Threads

Showing 14976 to 15000 of 15000 messages
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DateSubjectAuthorDiscuss
19/6/2018
07:41
Donald Trump
mip55
19/6/2018
07:38
WTF is going on with the copper price?
shortarm
17/6/2018
19:34
#robmcelf2, LOM was 16.5 years reduced to 12 years at the increased 15.0 MTPA run rate, the next resource upgrade will clearly add to this, the unknown is by how much, then be revised up again and again as the company explores and drills the whole footprint with the land we acquired from the deals with Rumbo/Inland trading and Zeitung.. We will be back up to maybe 16.5 years LOM, and then a probable 20/25 year LOM when it's all drilled.., onward and upward we go... :o) #waterloo01, we will have to pay Astor their dues for sure, we won't get away with the EUR53M plus the uptick payments, but as we've speculated, a favourable ruling would be the catalyst we need to bring them to the negotiating table and get them and their marketing fees gone for shares/cash or a split deal, I'm expecting some equity and will add again when it happens.. Interesting times as the resource upgrade and appeal ruling loom, with negotiations imminent, 3.50/3.75/4.00 Copper on the horizon and we are minting it with 90,000 Tonnes (200M/lbs per year) with Touro..
laurence llewelyn binliner
17/6/2018
18:57
I'm expecting some decent numbers here in terms of some of the grades and particularly LOM at 15mt to get it back to the mid teens. In an ideal world I suspect they would like to time announcements to coincide with the Astor outcome, as while that sits there we are unclear about if/when the liability will fall and that might 'depress' the share price response, in the short term. IN terms of Astor, if the liability stands (most likely) and if it's been triggered. If they say it has, it's a question of over what period they have to pay up. In the worst case it could be backdated to early last year and we might need to find the best part of $50m to clear the debt. At this point that will be fairly easy either via equity or bank debt (of which we currently have zero), especially if the upgrade is also released around the same period?
waterloo01
17/6/2018
17:26
Also we are expecting a reserves and resources upgrade within the next 9 working days (assuming they don't publish it on the last Friday of June) after Atalaya stating publicly at least twice that they would publish this by end of Q2. Last time we had an upgrade was July 2016 and the uplift was 12% (606,000 tonnes of contained cu to 681,000 tonnes)A similar upgrade would take us to 763,000 tonnes, but how does that extra copper get factored into the valuation? I suppose it depends on the price of copper and how expensive it is to mine the additional copper. I guess in raw numbers say another 80,000 tonnes of copper is about 2 years worth of current production levels. If we could make $1 per lb of copper profit after all costs (conservative given the way copper prices are going) then that would be an additional $180m of profit. If copper was over $4 per lb then we might be making more like $2 per lb or $360m of profit.. However, last time we announced an uplift in reserves the share price fell - go figure!!! Thoughts?
robmcelf2
17/6/2018
10:28
Lets not forget the uplift when we go from 9 to 15 Mtpa in the next year... £5.50-£6 is my target...
dudam99
17/6/2018
09:45
Indeed Onions..., a 3 year vacuum of no new mines coming on stream for 19/20/21 isn't going to hurt the Copper price is it with demand going up.., now do an overlay of the share price with the Copper price for the last month and see just how closely we are tracking it while we wait for the appeal ruling.. USD2/lb Copper to USD3/lb took the share price from 125p to 250p, with a sub USD1 AISC margin so it is reasonable to assume 3 to 4 dollar Copper could take the share price from 250 to 500+p in 18/19..? +10% on Copper from here gives us somewhere near 50% on profits .. +20% on Copper from here gives us near +100% on profits.. [edit] then scale that up 40% and add in Touro as well.. :o) Not a mutli-bagger some might be looking for, but a safe bet in a safe legal governed jurisdiction, no cyclones, earthquakes, or jungle to fight your way through, and next to the sea...
laurence llewelyn binliner
16/6/2018
21:57
Copper is the new gold. Been saying this for a long time. Copperbank interview on kitco: http://www.kitco.com/news/video/show/Kitco-News/1992/2018-06-14/RERUN-The-True-Precious-Metal-Is-Copper#_48_INSTANCE_puYLh9Vd66QY_=http%3A%2F%2Fwww.kitco.com%2Fnews%2Fvideo%2Flatest%3Fshow%3DKitco-News
mronions
14/6/2018
17:13
Good USD/EUR movement for ATYM today
cflather2000
13/6/2018
09:10
htTps://seekingalpha.com/article/4180918-multitude-trends-point-rising-copper-price-ahead
waterloo01
12/6/2018
12:32
Oh, sorry! It was a ramp!! Opponents of the mine, who suspect that the mine could be authorized in August, have warned of the consequences for the region of Santiago and the Ria de Arousa area, of a mine that they claim will have "highly polluted sludge ponds ",
shortarm
12/6/2018
12:13
Are you really still trying to de-ramp this all the way up from 60 pence?What's the score dude?
shortarm
12/6/2018
12:02
There is no doubt there is a lot of vocal opposition to the mine although mainly led by the environmental groups and it might well sway getting permissions. Three points on that. 1) We have made a relatively small investment to date, 2) there is little value as yet attached to Touro. Indeed some here would be happy for them to just focus on PRT, 3) The only realistic way to improve the local environment, and there is a lot of misinformation around amongst the protesters about this, is to mine through past issues with modern mining technologies. If We walk away, the locals will be left with no extra jobs, investment in Galithia mining and any acid water issues will remain as they are. All IMO
waterloo01
12/6/2018
11:25
A withdrawal on time is a victory hxxps://www.farodevigo.es/portada-deza-tabeiros-montes/2018/06/08/informes-sectoriales-xunta-alertan-riesgos/1907086.HTML hxxp://www.abc.es/espana/galicia/abci-miles-personas-protestan-santiago-contra-mina-touro-201806101822_noticia.html hxxp://www.antena3.com/noticias/sociedad/los-vecinos-de-arousa-preocupados-ante-la-reapertura-de-la-mina-de-cobre-de-touro_201806115b1e809b0cf22df3480efa4d.html Is it Project Touro a reality? It seems to me that there is no support at all. Erric, please do ban me. It is better tan face the reality and let that anyone be able to get the full information.
sonofvan
12/6/2018
09:30
The Appeal has taken place on 9 and 10 May 2018 and the Group expects the ruling to be issued in the coming months. I'm not sure how many months.. but the appeal court doesn't seems to have published a ruling on anything since May 04th..!
laurence llewelyn binliner
11/6/2018
17:13
Guess all the positive broker coverage is giving some II's the justification to buy in.
waterloo01
11/6/2018
17:09
And another 152,000, Next please :-)
shortarm
11/6/2018
15:25
I believe we do still own some kefi, although not sure what percentage now. I don't remember seeing anything saying we sold, it was where Harry went to after this
come on
11/6/2018
13:01
178,000 share trade?Delayed and the reason we rose to here?
shortarm
11/6/2018
09:12
Do we still own some of Kefi? Up 50% today
waterloo01
11/6/2018
08:59
@sbt I use hTTps://www.investegate.co.uk/ You can set alerts for each stock.
jwafc
11/6/2018
08:57
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football
11/6/2018
08:50
Morning BobStrangely the screens on my phone and the desktop are different. The latter marks any RNS against the company so you can see it immediately.Come to think of it it also happens on my wife's IPad so maybe it's just the size of the phone screen that stops it.
husbod
11/6/2018
08:22
Cflather: One is the price and the other the target set by the broker. O/T: Does anyone else use the ii virtual portfolio service? They have re-written the web site and it no longer flags up RNS announcements made in the last 24 hours. This was very useful as I could log in at 7:15 and any RNS items against my portfolio or my watch list were easy to see an then access. Now I have to click into every company..... How does everyone else track RNS items for their portfolio and possibly watch list? SBT
superbobtaylor
10/6/2018
16:55
What are the two different price points?
cflather2000
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