Andrada Mining Share Discussion Threads

[mold breaker] 03/5/2021 09:07

If you have 7 mins to spare both articles worth a read.....

extract from fastmarkets article.....“ citing an expectation that the cash price could be driven above $50,000 per tonne within the next 18 months.”

[ukgeorge] 30/4/2021 12:26

Fingers crossed these can break higher :)

[lasata] 30/4/2021 12:25

March 30th 2021......worth reading as it is unfolding as the article suggested...

[lasata] 30/4/2021 12:14

Tin price flying upwards again today......squeeze is on......

[lasata] 30/4/2021 10:50

Mark Thompson twitter thoughts...

"I like to think the unthinkable - it prepares your for extreme market events. My current musings are:
1. What happens if the LME warehouse tin stock goes to zero?
2. What happens if there is no cash offer for tin on the settlement close one day?"

[lasata] 29/4/2021 14:37

Take a look at the 3 month Tin chart....confirmed breakout to the upside......

[lasata] 29/4/2021 12:38

Tin up 13% in April

Up 40% in 2021

[lasata] 29/4/2021 10:34

Watching RBW closely.

They have had a suspension on their Burundi Mining exports at present and waiting to hear news on that.

But main earner is in South Africa.

Worth reading up about them but higher risk than ATM imo.

George Bennett who runs them has loads of mining experience

Wonder what other small mining shares Miton owns?

[ukgeorge] 29/4/2021 10:18

I bloody well hope so :) I missed out on that one. THS is my second biggest holding, and hoping for a nice rise there. Do you have any others that you regard as promising as these?

[lasata] 29/4/2021 10:15

It is positive that Miton has increased their holding. They have been clever and in the right place with Jubilee Metals as their largest holding in their small companies fund. They are not afraid to go in heavily where they like the story....could ATM be another JLP for them?

[a2584728] 29/4/2021 08:37

Time for this to breakout I think

[lasata] 29/4/2021 08:00

ATM prices up close to 5% yesterday.

[lasata] 28/4/2021 16:09

Thanks UKG

The person i follow on Twitter is Mark Thompson......he is an expert on the tin market and says the MSC smelter issues will be reflected in much higher tin prices going forwards.

I therefore expect ATM to be re-rated in line with John Meyer/Dominic Frisby's thoughts on the company.

We shall see............

[ukgeorge] 28/4/2021 16:00

cheers for the updates Lasata, fingers crossed these are abiut to break higher.

[lasata] 28/4/2021 15:29

Tin prices up $700 today.........

[lasata] 28/4/2021 13:38

Mark Thompson twitter

Speaking with one LME broker this morning who started the day short 40 lots (200 tonnes) and then turned position around on MSC news. Drove price up $500 dollars doing so! Liquidity disappearing - pre-cursor to an exponential move higher??
12:34 pm · 28 Apr 2021·TweetDeck

[lasata] 28/4/2021 12:45

This MSC Malaysia news reaching the market....tin prices now at decade long highs...with blue sky above.

Expect ATM to follow upwards before too long.......

[lasata] 28/4/2021 10:32

Tin market getting tighter...

The MSC Group is currently one of the world’s leading integrated producer of tin metal and tin-based products, involved in the upstream and downstream sector of the tin industry through tin mining and custom tin smelting.

Their smelting capacity much reduced and will not return to normal until the end of the year earliest.

[wali19] 27/4/2021 20:49

Another new investor onboarded.May the price was kept around 6.2 for this reason, just to sweep the shares and onboard Miton. Seems like a new bottom imo.Though I didn't get that Miton almost doubled its share ownership from 15m to 27m but in terms of percentage, it moved from 2.88% to 3.14%.Anyway, the price should move on now inline with the upward movement in the Tin price unless Miton is hungry for more shares.

[lasata] 27/4/2021 14:16

Good to see today's RNS........

[lasata] 21/4/2021 14:14

Tin chart looking great again........

[a2584728] 21/4/2021 08:37

I have just cashed in a few shares and an investing £35k here over the coming days.

[lasata] 15/4/2021 08:00

LME 3m Tin closed above $26k last night having finally taken out the producer selling that has capped the market for the last three weeks.

[lasata] 14/4/2021 14:17

Koolio....agree on ATM

Tin prices firming again today.

This company in the right zone to benefit from those....