I also have TKO and if Florence opens on time and cooper stays high they seems a good prospect. Sorry for off topic! |
AtYM is a major part of my portfolio but have also added more TKO
Worth looking at IMO if you like copper plays with low AISC & 1st world jurisdictions!
Presentation on website is worth a look
DYOR
Looking forward to ATYM entering the right indices in June!! |
Copper futures rose above $5.20 today - an all time high so I read. Due to the fact that Trump is going to apply tariffs in the coming weeks. |
If I remember correctly, Alberto expressed his disappointment that they were not elected to the FTSE250 in the recent podcast, but added he thought it would be corrected in June. You may be correct about September Waterloo, but I am surprised Alberto said what he did as I am sure the company would have known about the currency restriction and the September target. Actually, I would have thought we are already quoted in Sterling. I Am not aware we are quoted on the Spanish stock market and only on the LSE since we left the Canadian market. Apologies if I am wrong but be pleased to be corrected. |
From what I can garner without actually asking...is they made the criteria but as a euro trading Company, the rules currently don't allow inclusion. That is currently being reviewed, with the likely change fron September, which would allow inclusion. Selling might be those that bought in expectation of inclusion this round, or not? |
According to Wikipedia they are not. |
https://www.lseg.com/en/media-centre/press-releases/ftse-russell/2025/ftse-uk-index-series-indicative-reviewI'm confused - did Atalaya make it into FTSE 250 or not? This article from today also mentions ATYMs inclusion in the 250... https://businesscloud.co.uk/news/all-eyes-on-thgs-appearance-on-ftse-250-index/ |
I share your disappointment rob. I too have been here since early EMED times. AIM shares are generally about "Manyana"and I think most investors are confident the company knows how to build and run a mine. But we are with the big boys now and with the big boys it is about NOW. If 2025 doesn't see us making some noticeable capital gains I wouldn't be surprised to see people putting their money elsewhere. Including me. |
Pathetic performance for this stock red on a day like today with $FCX up 4.5% |
Just for the record I am an ATYM shareholder over many years (since Emed days) and whilst I agree Alberto has done great things for us (much better than Harry!) it is frustrating to see how long recent initiatives have taken to come to fruition. whilst I am a pragmatist and recognise delays in Spain are inevitable, it does feel like we aren't recognising our potential fast enough... let's hope for a better year in 2025 where we see quicker progress. |
Found this from an old RNS....E-LIX Phase I PlantIn January 2022, the Company announced the approval of the development of a Phase I industrial-scale plant that utilises the E-LIX System. The plant will produce high value copper and zinc metals from complex sulphide concentrates produced from material sourced within the Riotinto District.All equipment has been ordered and construction activities are under way. The plant is expected to reach the commissioning phase before the end of 2022. |
https://www.msn.com/es-es/dinero/noticias/la-regulaci%C3%B3n-espa%C3%B1ola-frena-un-buen-caso-de-inversi%C3%B3n-en-atalaya-mining-copper/ar-AA1BqyED?ocid=finance-verthp-feedsThough this was an interesting article about the delays in getting permits for San dionisio and generally the challenge of permitting in Spain... |
Gekks. Re.post.17736.You have probably worked it out by now but Kitco show a spot price or daily price which is closer to what Atalaya are getting for their sales on a daily basis. The higher prices posters are quoting are expected future prices. Kitco today are quoting around $4.45 per pound whereas the May 25th.price is shown as around $5.06 per pound for example. The latter example is a good indicator of how things are going so hopefully a higher share price from now on. |
I agree with your comments Brockwl2. Quarter 4 2024 was an improvement on Quarter 3 2024 and Alberto confirmed yesterday that Quarter 1 2025 had started well. There are numerous projects, such as Touro, that will hopefully proceed during 2025 and coupled with an improved copper price the share price should go up. ATYM is in good hands. |
Nice to get these results out of the way, without a reduction in share price.
Whilst it was well known they wouldn't be great, that hasn't stopped this market punishing most others in a similar situation.
Clearly we have the copper price to thank for that.
However I can see profit doubling this year, if the copper price holds, plus better grades, and some minor cost reductions.
Good time to be holding, and Q1 should make good reading. |
perhaps we were all listening to Alberto - i like his understated positivity about prospects for this year |
Quietly the cooper price went over $5! |
Very quiet on here. |
Annual results due on Tuesday |
Great reentry price for shares I sold at 385...
Probably retrenched on FTSE250 disappointment because...
This is a Europe based pure copper play with copper close to a 10 month high and set for $5....
Plus a raft of good news to come this year.. |
explains the difference between UK and US prices:
Comex HG #copper's 9% premium over LME, and speculation about the timing and size of US tariffs on imports, continue to support increased shipments to the US, in the process underpinning global prices. In other words, this rally is driven by relocation of stocks and not increased demand from end users. |
hxxps://worldmarketlive.com/lme-price-live-real-time-metal-price/#google_vignette
Currently 4.85 or 9764 depending on what you prefer as a measure. |
Out of interest where does it show CU @ $4.80 ? Kitco shows $4.39 |
ATYM awarded strategic status last June so we must be close to the environmental permit given that they thought the whole project would be permitted in a year under this status. Then again this is Spain. Should get an update on this in the results next week. |
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