The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
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.
Certainly is nesty .
Been adding more today . Looking at the bigger picture and back drop regarding demand for commodities
Tin looking good, certainly is good for ATM.
Morning all, tin continues its rally , which is very nice to see . This is really good for the company .
#Tin price: 28695 (+798, +2.86%)
7:21am London $Tin metal.com/Tin/LME_SN_3M
That’s some move today
#Tin price: 28395 (+944, +3.44%)
6:38pm London $Tin metal.com/Tin/LME_SN_3M
This is where patience pays . Been adding on the quiet days to my position . I personally see next week getting abit more interesting with investors taking advantage of ISAs . This is becoming a very good operational company ran by a good CEO and team .
Very encouraging to see .
https://www.afr.com/companies/mining/the-country-s-largest-lithium-mine-unveils-bumper-6-3b-profit-20240401-p5fgj8
Tin continues its rally from yesterday .
Back up to 28,000k nice 2% nice . Still targeting 30,000 by summertime
It is literally crazy EB
Tin and Lithium on the up again... I can only assume its people tax loss selling before the end of the tax year. How gutted theyd be if partnership news landed this week(!)
Either way I think next week people will be looking to load their ISA's cant see a better opp than ATM so perhaps thats when this one moves up out of the doldrums
Tin rebounding today
#Tin price: 27825 (+374, +1.36%)
5:53am London $Tin metal.com/Tin/LME_SN_3M
Along with lithium , hopefully a good week ahead
For anyones interest at last weeks kodal call our ceo expects the spodumene price to be roughly our estimated average in the area of $2000 and thats when production starts, dec 24.
long way to go and doubt it will be quite that but you never know
That’s some jump . I do believe when AV says this year will be transformational the setup here is extremely good and potential growth is very hard to ignore . We will see it soon enough patience is key