First Tin Share Discussion Threads

[arlington chetwynd talbott] 26/4/2022 11:26

A little housekeeping: I have changed the tin prices and chart link in the header to Https://markets.businessinsider.com/commodities/tin-price as this seems to offer more up to date data.Everyone can now go back to sleep (which is fine - I like to think that quiet BBs are often where the money is made).

[ged5] 21/4/2022 13:36

#Tellerhäuser is an advanced project with 53k tonnes of tin content & #Taronga has a resource today of 57k tonnes of tin content.

We expect that the projects will kick into production ~2025, so from then onwards, 1SN is projected to supply 6k tonnes of #tin content per year.

[arlington chetwynd talbott] 12/4/2022 11:44

Welcome to the party, Baker Steel.

[arlington chetwynd talbott] 12/4/2022 11:03

It was only this week I realised Gunsynd had participated in this, and the previous, funding round. I had some Gunsynd a while back. A frustrating company - it made several investments that managed to disappoint in one way or another - probably why it is now at such a discount to NAV. Fingers crossed that 1SN is an exception.

[ged5] 12/4/2022 09:15

Dr Thomas Bunger reminding everyone about the need for tin:-



Courtesy of Gunsynd tweet today.

[arlington chetwynd talbott] 11/4/2022 11:55

Close to the total volume on Friday already. My metal plays, particularly the precious ones, seem particularly perky and the price of tin is steady enough, so I am a happy holder.

A global recession seems inevitable (to me at least), but arguably there is fun to be had with metals like tin before, after and maybe even during it.

[soho2] 08/4/2022 18:44

Same here :)

[arlington chetwynd talbott] 08/4/2022 15:36

PrimaryBid allocations sometimes take time to hit accounts, but I have just checked my X-O account and my 1SN are already there, to my surprise. I guess time will tell what decent volume is here.

[frizzers] 08/4/2022 14:25

360,000 shares traded = circa £100k of volume

[fez77] 08/4/2022 12:17

Thanks Arlington and Frizzers. A quiet opening day (so far) but loads of potential. I bought on Primary Bid for 30p and have now topped up today at 29.5p. I'm not expecting it to dip below those figures. Looking forward to a great future!

[arlington chetwynd talbott] 08/4/2022 11:25

Done - thanks for those suggestions.

[frizzers] 08/4/2022 11:03

Special Report on tin: hxxps://frisby.substack.com/p/special-report-tin-positioning-for?s=w

With First Tin covered here: hxxps://frisby.substack.com/p/a-tin-coated-opportunity?r=1o6vt&s=w&utm_campaign=post&utm_medium=web

(You have to be a paid subscriber)

From someone at the company:

Relative to UK listed developer peers Afritin and Cornish Metals; First Tin is 1/3-1/4 the enterprise value per unit of tin.

By 2025 if First Tin executes on its plan to produce 6000 tonnes of tin per year it would rank alongside Metals X which forecast their 50% share of Renison Bell production will be 5000 tpa by 2025. Today Metals X is capitalised at A$600 million or 4.5X First Tin market capitalisation.

Talk is cheap but First Tin have the assets, the management experience and a fabulous tin price for many years ahead.

Recently in Dresden, Saxony, First Tin met with the Economy Minister and senior regulator, who are actively supporting First Tin to advance its tin projects.

Germany is the largest and fastest growing European consumer of tin for packaging and consumer electronics and has recently committed to build significant new semiconductor fabrication capacity, electric vehicles and solar power. These represent the most significant new sources of tin demand globally.

First Tin will soon be the only German source of tin production and there are two smelters within 100km of our Tellerhauser project which integrate First Tin directly into the German industrial supply chain.

Resource security in Europe and North America is a wave that is only just beginning to build; Tin is deemed a critical mineral in Germany and the United States of America.

Tin which is approximately 4 times more valuable than copper and worth 1/4 more than nickel has the lowest inventory measured in days of supply of all base metals and is forecast to have a deficit of supply versus demand out until at least 2030.

[ged5] 08/4/2022 09:00

A few links you might want to put in the header, Arlington.

First Tin website:

Tin prices and chart:

Might as well take the long term chart off. It's just taking up room. You can always put it back in a year or so.

Thanks for setting up the thread.

[arlington chetwynd talbott] 08/4/2022 07:25

We are not on AIM. That has to be a good starting point.

[arlington chetwynd talbott] 08/4/2022 07:20

!FOLLOWFEED
Useful Links:

First Tin website:

Tin prices and chart:

First Tin Highlights (from 08/04/22 RNS):

Experienced Board and management team:

· First Tin is led by renowned global tin specialists with over 150 years of experience in tin exploration, development, mining, processing and commercialisation. All of which are focused on corporate governance, ESG and aligning shareholder and stakeholder interests

100% ownership of two advanced, low capex tin development projects:

· First Tin's assets are located in low-risk, conflict-free jurisdictions of Germany and Australia. These Tier 1 assets are located near good infrastructure, with established reserves and simple mineralogy creating a quick path to production. Both assets also have active mining licenses granted over them. Together the assets represent the 5th largest undeveloped tin reserve globally, outside Russia, Kazakhstan and the Democratic Republic of Congo

Compelling CAPEX versus NPV Ratio:

· According to recent third-party studies, the combined development CAPEX of both projects totals c. US$125m compared to a combined NPV8 for both projects (at US$40,000 tin) of c.US$771m. The post money market cap of First tin after the £20m fundraise will be approximately £80m

Potential for immediate value to be created through achievement of near-term development milestones ahead of sustainable production and processing by 2025

· Development studies will be completed over the next 18 months with production forecast in 2025. Recently completed third party studies have demonstrated robust economics at materially lower tin prices than are in existence today

Well positioned to take advantage of a growing market:

· Global demand for tin has significantly increased in recent times driven by the global clean energy and technological revolutions. Given the very low physical inventory levels currently sitting at the London and Shanghai metal exchanges coupled with significant supply challenges being faced by leading tin producing countries such as Myanmar and Indonesia, the macro-outlook for the tin market remains robust.

Providing assured provenance with a traceable, ESG compliant supply of a critical raw material:

· First Tin is committed to best-in-class environmental responsibility with a 'leave no trace' philosophy including using low carbon and low waste production methods. An independent ESG Digbee Audit is already underway to independently verify and score First Tin in this area.

Defined long-term vision:

· To become a leading global tin producer that supplies fully traceable and verifiable tin units into fast-growth global industries which have a high requirement for tin