Atalaya Mining Share Discussion Threads

[ruvic] 18/7/2024 17:28

Copper collapse .$FCX is down over 5%,more pain coming!

[huncher] 18/7/2024 16:25

Does somebody want in?

[lanty33] 18/7/2024 12:36

Pathetic reply.

[estienne] 18/7/2024 09:29

Because he writes interesting posts and avoids using capital letters

[lanty33] 17/7/2024 19:59

Why have you allowed him on here?

l33

[lanty33] 17/7/2024 19:58

DO NOT HEED ROUGE PIERRE!! HE IS A CHANCER.HE WAS ON THE LSE BB BUT LEFT AFTER WE
SUSSED HIM OUT. DO NOT BELIEVE A WORD HE SAYS. HE IS A RAMPER!!!!

[swanvesta] 17/7/2024 17:59

Is there any reliable data (costs, recoveries, etc) on E-LIX yet?

[qs99] 15/7/2024 10:28

Agreed RP, frustrating "miss" on production, but with so much IMO coming on stream in the next few years and with copper demand outstripping supply ATYM should continue to make material "hay"....DYOR

[bukowski750] 15/7/2024 09:54

Did Kobold actually make the discovery with AI ? ROFLMFAO

[rougepierre] 15/7/2024 09:32

Took the opportunity to buy another £20k worth...

Still tempted by this price...

£5 by 31 December

£10 in three years...if we're not bought before then...

[rimau1] 15/7/2024 07:35

Near term pain with a production miss and revised guidance, basically a profits warning. The solar keeps getting pushed back to or is that my imagination. Any near term catalysts, i suspect not. One to tuck away, sigh.

[qs99] 15/7/2024 07:21

Fall looks way overdone IMO. Next few years to see ramp up in new production, with copper price looking like it will hold up well, let's see...DYOR

[waterloo01] 15/7/2024 06:40

First production miss in some time with revised production guidance, hopefully off set by higher grades

[nedludd] 05/7/2024 18:54

Thanks for posting the Fidelity article link. Would query their comment about no new Copper discoveries for decades. Kobold have discovered reserves in Zambia which they say will be one of the largest high-grade copper mines. Yes years away before production, probably, but this is a Jeff Bozos/ Bill Gates backed development so I assume a serious project.

[cappajumping] 05/7/2024 10:10

CU price again at $10k depending on your source - good news on Touro - whats not to lik as CU moves back towards $10.5k. As it does the shareprice here should jump back towards £5 with the additional production and higher grades kicking in late 24/early 25 from San Dionisio expansions. Surely onwards and upwards

[davebowler] 04/7/2024 07:43

hTTps://citywire.com/investment-trust-insider/news/fidelity-emerging-the-only-way-is-up-for-copper/a2445741?re=121727&ea=252901&utm_source=

[robmcelf2] 04/7/2024 06:55

Reckon we should get Q2 production report week after next.

[qs99] 03/7/2024 13:06

Copper price moving North again is encouraging and IMO has held up very well.

Hopefully with results due early August based on last year, we can see what effect that has had.

Hopefully add to cash pile & EBITDA numbers...

DYOR

[robmcelf2] 25/6/2024 18:21

It's been touted a few times that the strategic project status guarantees full approval to be granted within 12 months. As others have said lots of work has already been put in to developing this mine so Let's see!!

[waterloo01] 25/6/2024 16:06

It's worth reading the bellow from the RNS. They have been working on the mine and preparing the ground for permitting for some years now. Question is how much the speeded up process, speeds up. I'm sure they will do their best to get it moving.

Alberto has form in getting a mine up and running in the most cost effective way. Brokers will need to rerun numbers, even Stifel above have a mine life of 12yrs. It's already 15yrs


"Proyecto Touro has been designed to be a benchmark in sustainable mining in Europe and a milestone for Galician industry. Copper production is expected to average approximately 30 ktpa over a mine life of around 15 years. As a result of the project's location in a region with high quality infrastructure, capital intensity is expected to be very competitive compared to most development projects globally."

[qs99] 25/6/2024 09:53

Great thanks. Let's hope ATYM can get motoring on the updated plans to show the upside potential here for the share price DYOR

[waterloo01] 25/6/2024 09:29

Note out from Stifel. They have it as a buy with target of £5.95

A 2018 pre-feasibility study contemplated investing $165M of development capital to establish a conventional operation to produce 30ktpa of copper over a 12-year mine life at C1 cash costs of $1.73/lb and all-in sustaining costs of $1.85/lb. At a $3.00/lb copper price, the project yielded an after-tax NPV8% of $179.9M and an internal rate of return of 20.5%, however extrapolating the linear sensitivity to current spot prices would yield an NPV8% of $627.2M.

Currently,
Touro represents only about 2% of our NAV estimates as we assume higher capital and
operating costs, but refreshing development plans should outline a low capital intensity project capable of delivering attractive returns and establishing a meaningful second producing mine for Atalaya.

[qs99] 25/6/2024 08:08

Market waking up it seems

[qs99] 24/6/2024 21:15

indeed and probably! Cheers

[robmcelf2] 24/6/2024 17:15

Maybe you were thinking about atym joining the FTSE250? That's still ahead of us and should give a boost..