Tertiary Minerals Share Discussion Threads

[enfranglais] 11/9/2023 16:18

Has Cheatthem been jailed yet or is he still looking behind the sofa cushions for the few quid to buy the next set of buckets & spades?

[the skipper] 11/9/2023 14:04

Having just come across this article: I am now pretty convinced that Anglo American are now talking turkey with TYM. Just go to slide 11 of TYM’s presentation if you need further convincing:

Other Zambian licenses held by TYM are also in areas which have now become pretty hot to trot given the resurgence of the Zambian mining industry which is now taking place under the new regime.

[the skipper] 11/9/2023 10:40

A lot of buys being reported as sells today including trade no 17 which was mine.

[the count of monte_cristo] 10/9/2023 11:59

Agreed, right now it's about getting drilling and finding a way to fund it, most likely a jv partner. Now much more likely due to the positive moves by the Zambian gov to accelerate the countries copper projects.

[the skipper] 10/9/2023 10:30

As someone who visited the Blue John Fluorspar mine in the Peak District on a geology field trip in the early 70s that has certainly piqued my interest, but in the short term I think it is the copper interests which should set this stock on fire, given what is happening in close proximity to TYM’s interests in Zambia.The majors are all over it like a rash and will want to expand their territory and that makes the current market cap absolutely ludicrous imo.

Anyone who remains uninvested should have a look at this presentation: It’s enough to convince me to want to substantially increase my position here next week, although my ability to do so will be subject to the delivery of expected news on one or more of my other stocks.

[the count of monte_cristo] 10/9/2023 09:15

One can imagine what would happen to the 2b dollar fluorspar market if/when a commercial break though in its battery application occurs. Worth keeping an eye on...

[the count of monte_cristo] 10/9/2023 08:39

Hmm, exceedingly interesting...



Under this dynamic, China is likely to evolve from a large net exporter to a potential net importer.

In 2017 China listed fluorspar as a strategic mineral









Käfersteige sits atop what is believed to be Europe’s largest deposit of fluorspar, a crucial component of electric cars. Every battery in a Volkswagen ID.4, the company’s first electric SUV, requires about 10kg of the mineral.

[the count of monte_cristo] 10/9/2023 08:06

Funds may also be available to TYM from the government.

[theaviator] 09/9/2023 18:38

Branson et all next door. Inevitable at some stage

[tomboyb] 08/9/2023 10:10

Nibbling on and off here -

[the skipper] 08/9/2023 09:39

Thanks the Count. It's worth pointing out that the deal between Anglo and ARCM was effectively ratified in the Mining Minster's interview yesterday. ARCM will however need the appropriate documentation before they can issue a RNS.

Wouldn't surprise me much if Anglo also want to go after TYM's licenses too though, and hence I took a position here this week.

[the count of monte_cristo] 08/9/2023 07:47

Worth keeping an eye on ARCM....one of the neighbours to one of our licenses.



The project is also located west of Arc Minerals project area on the opposite flank of the Kabompo Dome where Anglo American plc can earn a 70% interest from Arc Minerals plc through expenditure of US$88.5 million including US$14.5 in cash payments.

[theaviator] 07/9/2023 09:47

So folks nite the absolute idiots that were post inf in here deramping. Would you have made this money in a bank?! No chance. TYM has good things coming..

[the count of monte_cristo] 07/9/2023 09:12

Source, currently yes...drilling costs money but lets see what transpires, as Mick says JV's could be an option.

[mick1909] 07/9/2023 08:46

Or a jv could be announced

[source] 07/9/2023 08:44

No I meant all of its projects. Sorry. Seems it will need to raise big to get anywhere with any of them.

[the count of monte_cristo] 07/9/2023 08:34

Why would they have the funds available to develop an asset which previously had no value due to the project being cancelled?

[source] 07/9/2023 08:12

Interesting. But as with its other lazy assets it has no money or credibility in developing any of these assets to a productive state. I.E. seems a serious value trap.

[karimgrant] 07/9/2023 07:55

Wait for it..big buys coming

[the count of monte_cristo] 07/9/2023 07:41

Indeed, some will be tempted to sell into the rise either stale bulls or short term profit takers. However for me until the market cap hits a more realistic price it's a buy, IMHO.

[mick1909] 07/9/2023 07:37

So 0.3p-0.4p if it gets there short term they'll likely be a retrace as that will be approx 300% rise

[yorkie52] 07/9/2023 07:29

No stock available on HL