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Share Name Share Symbol Market Type Share ISIN Share Description
Atalaya Mining Plc 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
  0.00 0.0% 270.00 268.00 272.00 277.50 270.00 270.00 32,148 08:00:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 159.0 31.2 23.0 11.2 373

Atalaya Mining Share Discussion Threads

Showing 18426 to 18450 of 18450 messages
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DateSubjectAuthorDiscuss
20/1/2021
14:51
I like the Copper charts
estienne
20/1/2021
11:49
TommyT Checkout the thread called 'How to paste a chart on to a BB thread.'
vish65
20/1/2021
11:26
Can't get tables to format on here...Any ideas , can you still upload photos?
tommyttrades
19/1/2021
09:11
Profit taking
estienne
18/1/2021
15:07
why 2 days drop? l33
lanty33
18/1/2021
11:44
Cu holding at >$3.6/lb so not much to worry about
estienne
18/1/2021
10:29
Hoping Atalaya release new reserves update this month or early next. Would be helpful to see and important for NPV calcs as well as long overdue.
robmcelf2
16/1/2021
17:26
Thanks TT - so with £3.25 new TP and then from the earlier broker note on 30th Nov , confirmation of Touro worth maybe 50p per share and each extra year of mine life 10p per year we could very well get to £4 TP this year. Exciting stuff!
robmcelf2
16/1/2021
13:20
Have an upgraded BUY rec and target share price ...325p from 290p Wasn't expecting until the Q4 financials were out but the glaring disparity between spot price and 2020 assumptions of 3.00lb too much .. New BUY rec is 325p from Canaccord , out yesterday. Had to edit down to main points.... Strong cash flow generation opportunities At our forecast commodity prices, we expect a number of the operating companies (as opposed to project development focussed stocks) under our coverage to generate significant cashflow during 2021. Amongst those operating businesses, we flag Atalaya (BUY,TP 325p) as having material near-term positive internal catalysts in addition to robust valuation upside potential. Key changes to base metals exposed stocks The main changes to our commodity price expectations have been made to the copper price (we now expect copper prices to average US$3.50/lb in 2021, a ~17% increase on our previous forecast of US$3.00/lb). This has had the impact of materially increasing near-term earnings for Atalaya (2021 EBITDA up by ~24%) Case Spot* 2021E 2022E 2023E 2024E 2025E LT Copper (US$/lb) New 3.62 3.50 3.25 3.38 3.75 3.50 3.00 Atayala and Chaarat the main equities impacted: For most of our stocks under coverage in the UK at present, the earnings and valuation impact has been modest. Two stocks have seen price targets move by a material amount, Atalaya (TP up to 325p from 290p) and Chaarat Gold (TP up to 75p, from 63p) – the primary driver of both changes has been the increase to the copper price (and zinc price to a lesser extent for CGH). For Atalaya: As an operating base metals company (but also with material project development potential), we reach our price target via a combination of upside to DCF valuation and 12-month forward growth in EBITDA. Our new copper price profile means we calculate a DCF valuation of 321p/share (16% upside), and also see rolling 12-month f
tommyttrades
15/1/2021
09:59
Apologies I miss read it. It looks like a bit of profit taking this morning but the Cu price is holding and warehouse stock levels are still falling so I hope this will continue climbing later today
estienne
15/1/2021
07:13
Any link to the Sage article ?
gekks
14/1/2021
20:44
It delays dividends but it helps fund the business. Swings and roundabouts.
waterloo01
14/1/2021
20:42
Can't say I particularly want to wait that long either. Hopefully they can come to an agreement. Until it's cleared I can't help but think this will be a weight on the price
leopoldalcox
14/1/2021
18:05
So Canaccord still working on copper @ $3.00 lb as of today for latest BUY rec.. Won't be getting an upgraded forecast until the Q4 results, which IMO should have the reserves/ explo upgrade contained, although I would have put money on them for today.. Reiterate buy from Cana Still at 290p traget.... 14 January 2021 We anticipate during 2021, to hear more on ATYM’s emerging internal growth options (outlined here). Our price target of 290p is based on our current copper price assumptions (US$3.00/lb for 2021) which sits well behind the current spot price of US$3.60/lb. Based on spot copper price, we see ATYM currently trading at 2021 EV/EBITDA of ~1.3x, and FCF yield of ~24%. The 2021 guidance is slightly below our current expectations for 2021 production of 58kt, however the small differential is due to the vagaries of the mine plan and is well flagged; we believe it should not be of concern for investors..
tommyttrades
14/1/2021
16:20
Astor must be fuming. Case not till Feb 2022. The expression 'whistle for it' comes to mind. Ready to come to the table?
waterloo01
14/1/2021
16:18
Sage have a target of 680p
estienne
14/1/2021
12:25
Anyone seen any broker comments after today's RNS? Thanks in advance
qs99
14/1/2021
10:57
I was expecting more of a pull back than happened today. Good to see the share price holding in line with Cu at $3.63.
estienne
14/1/2021
09:38
Solid and reliable. Bit disappointed in 2021 guidance but cut -off and pit sequencing having an effect here. Still no real answer on Orions shares following their exit. I see JP Morgan took a slice in CAML following Qrions exit there. Was hoping for something similar here , although the lack of dividends here does'nt help. Good to see the recent flurry of sells not denting the price
vish65
14/1/2021
08:50
At last... some reading.. :o)
laurence llewelyn binliner
14/1/2021
08:19
Good to read that Touro is still a live project and the resource updates are coming.
sithuk
14/1/2021
08:08
Decent update IMO....increasing copper price should be driving material EBITDA IMO....until we can see evidence of that, may prove difficult to breach £3?
qs99
14/1/2021
07:19
RNS out. 2020 production target fulfilled and its a record production year, although costs for Q4 will be at the higher end or slightly above 2020 guidance. Avg price $2.99 for the quarter. C12,000 tonnes of concentrate left on site at the of the quarter is around quadruple the normal holding from previous quarters?Guidance for 2021 lower at 52,000 -54,000 vs 55-58k this year. The updates on other matters like reserves is a bit vague - would have been good to see some committed timelines for publication rather than it is being finalised. Touro response expected from the Junta this quarter - at last! All in all a great result for 2920 and hope market not too disappointed with lower guidance for 2021
robmcelf2
13/1/2021
18:02
And the sp? ATB l33
lanty33
13/1/2021
16:27
With the Q4 update tomorrow , there should be guidance for 2021. Hoping (expecting) for the grade increase as per the mining plan @ 0.52% cu . This should give an extra 15% in tonnage to roughly 63-66,000t next year. Ideal timing with the copper price rise
vish65
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