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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
Tin just smashed through 30 kpt. $30.360 happy days
Richyf3 - yesterday: #Tin price: 29225 (+582, +2.03%)
CCC - Yesterday: Latest:29,815 +1,172 (+4.09%)
Richyf3 - Today: #Tin price: 29680 (+885, +3.07%)
Where are you two getting your figures from because they don't match
Tin ripping higher again this morning . It’s only a matter of time before we see a big move . Patience is required
#Tin price: 29680 (+885, +3.07%)
5:54am London $Tin metal.com/Tin/LME_SN_3M
Someone’s opinion I’ve seen and read / ex hedge fund manager
Indonesia has since the mid 1980’s been the World’s largest supplier of mined #tin – peaking at 145,000 tpa and doing 78,000t in 2023. A massive fraud investigation is underway, looking at an estimated $13bn pilfered form state owned mining company PT Timah.
No #tin has been exported from Indonesia in 2024 and export quotas look set to be limited to only 44,000 tpa.
The DRC produces an estimated 20,000 tpa of #tin – 12,000t from Bisie and 8,000 top of artisanal production. Bisie is imminently set to go to 20,000 tpa from the opening of Mpama South.
However an insurgency by M23 rebels to the West of Goma has displaced 1M Congolese with the rebels now controlling the main supply route to Bisie. The effect on #tin supply is unclear.
#Tin is consumed in tens of billions of end use consumer items in minute quantities – as a coating in a tin can, on a printed circuit board, as a stabiliser in every piece of PVC.
#Tin's price inelasticity of demand is extremely high. E.g. an iPhone contains today about US$0.04 of tin. There is no tin price where iPhone sales are affected.
New demand for #tin is coming from solar – approximately 70t is consumed per GW of installed capacity. This accounted for 28,000t in 2023, or about 7% of total demand.
During Covid demand for consumer electronics went parabolic, with the World running out of some chips and products. This drove the #tin price to $50,000 per t.
Post Covid we saw a big drop in #tin demand and destock as consumers had got considerably ahead of average replacement times. From a demand perspective it looks increasingly like a destocked supply chain is seeing resurgent demand.
Supply is under threat like never before. Supply chains are destocked. There are almost no new projects. Demand is highly inelastic. I expect to see a peak on this #tin bull market above $100,000 before the end of 2025.
Supply is under threat like never before. Supply chains are destocked. There are almost no new projects. Demand is highly inelastic. I expect to see a peak on this #tin bull market above $100,000 before the end of 2025.
Crazy is an understatement!!
Latest:29,815
+1,172 (+4.09%)
Agree Early B, it just gives the believers more chance to buy at these prices.
I don't normally say this...... but what an opportunity.
How is ATM still down here... joke!
#Tin – the "forgotten metal" of the #energy transition according to Andy Home of @Reuters. Just like Andy says, tin is crucial for a sustainable future, yet often overlooked. Even more concerning, #LME tin warehouse inventories are plunging, mirroring the depletion of strategic stockpiles by major countries like the U.S. and #Europe in recent decades. This, coupled with supply disruptions in major producers like #Indonesia and #Myanmar, is creating a perfect storm for a tin supply crunch.
Flying high
#Tin price: 29225 (+582, +2.03%)
9:01am London $Tin metal.com/Tin/LME_SN_3M
Good Morning all
#Tin price: 29010 (+367, +1.28%)
7:42am London $Tin metal.com/Tin/LME_SN_3M
Are we missing a trick?
"How Gulf states are putting their money into mining"
https://www.ft.com/content/59298650-540a-43cd-86f8-a6c6db0aa906
TDT
The ppl tax loss selling look to have finished.. bring on the ISA loading next week here
Definitely looking better Allan . 30,000k by the summer and bringing production costs way down and being a multi metal producer this is really going to be hard to ignore . The numbers/ revenue will be something else in due course.
Tin trying for 29k good times ahead. i think partner news next week with isa allowance would be good timing!
Tin rally continues today , saw this post by a investor and is definitely worth posting in here
And meanwhile @Andrada_Mining @AnthonyViljoen is increasing production apace and bringing down production costs nicely. Making money on the tin and tantalum. All the test work via the pilot plant has been done, the lithium line will be integrated over the next year and will produce circa 30 000 t p/a of petalite (sells at $1500). Capex to be funded by the partner process which, according to the recent RNS, is coming to a conclusion before too long. Plenty of cash in the bank to get things started. The cost savings on opex via the integration will make them one of the lowest cost lithium concentrate suppliers on the planet. If management follow through here as planned some great returns to be made here for the patient. Brokers have a 33p target.
I will look to add in the new ISA year, a bit of patience and this could be life changing for some.