Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Https://www.metal.com/Tin/LME_SN_3M
Live price at $33.000 at moment
I use trading economics as my commods source and have looked at a few others and i cant see these tin prices, can someone post the link showing this price ?
or are you all tin traders during the open outcry session :-)
Sasa43
Agreed.
TDT
The persistent selling to constrain the sp for now looks orchestrated to me, too, Metatron, so not such a silly conspiracy theory I'd say...
The 'key' to setting this off should be AV's overdue partnering announcement and then we could see quite a pronounced short squeeze to propel the sp a good deal higher than today's level and at the expense of these suppressing tactics for a change!
The recent surge in our principal metal prices (Tin & Lithium) couldn't have arrived at a better time for him and if the arrangements are deemed to be 'transformational' for Andrada, as suggested, then some decent analytic coverage should ensue to further advantage, bearing in mind the other mining licensed areas we hold, too.
Just patience required from here, imv, as has been said - sasa.
If someone had deep pockets maybe they would want to control the value of ATM? Maybe someone who was interested in the Li? Easy on this corrupt and dysfunctional market?
Just a silly conspiracy theory i know..
In summary ATM is way cheaper now at 5p than it was 2months ago at 4p...
I really dont understand sellers here at this level... 20% off lows given the past 3 months despite its Tin margin going from 0 to $7k/t the past 3months with lowering of AISC & increasing Tin price!
$10.5m FCF currently for just the tin. Nearly all the additional Lithium and Tantalum revenues will also be added to the bottom line giving a projected $55m pa profit once theyre on stream
The biggest move I’ve seen in TIN prices for months . This goes back to what’s been stated with supply and demand .perfect timing for the company , literally!!!
What a run .
How is ATM still only at 5p! mental
Oh yes and tin continues its rally
#Tin price: 31665 (+1,817, +6.09%)
7:42am London $Tin metal.com/Tin/LME_SN_3M
Post I saw .
Had a huge tin expansion last year and is in the process of expanding production by another 70% to a contained tin production of circa 1500t p/a . ASIC will fall 10% as a result. Margin looks like being $7000 p/t...$10.5m EBITDA on the tin alone. Recent financing from Orion is allowing them to kick start the lithium integration, forecasting 30 000 t p/a. This is selling at $1500 p/t. They will be one of the lowest cost lithium concentrate suppliers worldwide. The joy of a poly metallic ore body and production line.
Effectively, the waste product from the tin concentrators is petalite/spodumene rich which means it's already been sorted before going through the plant. Happy days!
After todays tins price rally , which has really put a rocket up ! Just a slight reality check on how I’m going to see this playing out . We may see a slight pull back in tin price but hey that’s the just the way it’s goes. We are looking for healthy 30.000-35,000k for a healthy profitable business when everything else comes on line fully. However we are not factoring in lithium prices rallying and tin prices even going to 50,000k or even higher , that would be incredible and some serious numbers will be thrown off then . Brandberg west area could potential hold GOLD AND COPPER . Think many are missing an even bigger potential of numbers . We have heard very much on the areas of interest this year I wouldn’t be surprised if we have a steam of newsflow kicking in shortly . Time to be patient.
Nice correlation between falling stocks in the LME and a rising tin price.
https://www.dropbox.com/scl/fi/34wykn1pmlk318hnkps4h/Tin-Supply-Price-Correlation.png?rlkey=4vm5cgqkfhhgih3o0225nq5r6&dl=0
TDT
Richy the market must have agreed with you Andrada ticked up at close :)
Absolutely insane this move !! Yet we are up 3% come on this is ridiculous
#Tin price: 31205 (+2,410, +8.37%)
3:15pm London $Tin metal.com/Tin/LME_SN_3M
Since the end of last year we've seen that classic pattern of higher lows and higher highs.
https://www.dropbox.com/scl/fi/jk6vcc4vwpe68f3ooplun/Tin.png?rlkey=ydsgq5gikn1slydtzozpbon7o&dl=0
That doesn't look like its ending any time soon.
What we need to see now is the share price follow the same pattern.
TDT
That Tin price is really shifting, assists ATM massively in related stuff. Certainly a hold and reap the rewards later on, all IMHO.
Unreal move the last couple of days , in fact since the beginning of the year . We will have our day soon enough . This will be helping tremendously with negotiations. Once partner news is out this becomes a whole different investment opportunity
No let up so far today.
Latest:30,765
+1,970 (+6.84%)
At current Tin price ATM are throwing off $9m ebitda per year and that's just the tin!!
Nearly all the additional Lithium and Tantalum revenues will be added to the bottom line given their costs are largely carried within the tin production.
Cash cow.
Added to that ATM sitting on one of the largest (if not the largest) Lithium/Tin resources globally...
Will need to re rate at some point
Anyone selling here should give up investing ! Unless you really need the money . This is one of the best opportunities around very a very solid busy model and serious growth revenue
Up over 5% for tin
Cash cow