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You just need to create a sharing link, subscribers to the FT have 10 pm, her you all go..

https://on.ft.com/2CDalvk

Hi bloater, you need to look at a map, the UIS area is huge.. ATM have a number of licences in the UIs area but there are other miners with other licences too. ATM did buy TI last year which added licences in Brandberg West (quite close to UIs). That is also mainly tin, tungsten and maybe a little copper and gold.

Being in the tin market is the main driver of ‘Afritin’ with building their own African tin smelting plant an aspiration too (to save it being shipped to Malaysia and Indonesia for processing before coming back). A 10000T mining and processing operation would just get them into the top 10 in the world (mind you the biggest, in China is a 75000T monster)..

Being able to mind and process 10000T of tin at an expected price of $25000 per ton, $12,000 gross profit per ton, is enough for me at this stage. Tin is a growing technology mineral with potentially much bigger demand even than Lithium. Afritin will have a captive market in the African growing battery and technology market.

Different minerals are all lucrative in their own way but all tend be mined separately, hence why BMN, a Vanadium miner, spun out Afritin. I suspect if Afritin found sufficient mineral, gold etc they would probably find an off take partner rattler than mining it themselves.

As CC said below there are firms, such as Montero, that specialise in reprocessing the tailings to look for overlooked minerals. ATM would probably also to look to sell the rights to process the tailings rather than going off on a tangent.

All eyes on placement price now. I am hoping for 6p+ to give the sp a little bit further to go in Q1 and a little less dilution. Ideally a loan from a big tin buyer would be my preference.

Eyes on the prize though, the £25M needed to fund stage 2 will bring a £300M+ market cap once stage 2 production is up and running. 30p+ mc in 18 months even with 1B shares issued by my reckoning..

Not going to stay under radar for much longer this one...

GLA

Thanks guys, just my opinion and what I would do, does not mean I am right... news hopefully soon GLA

Not sure why Mokapene will make sense for quite a while, Bearing in mind the extra licences bought in Namibia in late 2018 I think we have 3/4 years of building the infrastructure, smelting plant etc, production levels in Namibia. No point in spreading resources too thin.

is.... ignore Twitter...

the usual suspects are all their on Twitter still, todays its RRE, MKA etc. that are going to the moon. Before Christmas it was STAR (down 48% since the ramping), ARCM (down 10%), TLY (down 40%).

MKA (an explorer miner is up 25% in a week). I could go on...

The problem is by the time PIs hear about them the P&D merchants have stocked up. They then go into overdrive to pump, so they can dump.

I had LION on a watchlist until last March because of Goldbloc. I was correct, I still think, but got in too early. When I saw all the ramping on Twitter I should have known better but hey ho.

Apart from my main investment trust portfolio I have a few other AIM holdings which I am comfortable with and only have £14k tied up here so not the end of the world for me but a lesson all the same.

For what it is worth I think CP is okay and means well but he is just too laid back. I am sure we will get relisted and I am sure most of us will get out with a little profit but I am certainly not as bullish I once was.

GLA

I see the usual rampers are all over the IRON board at the moment, obviously going to be the next BMN or bought out by BMN... (not)..

Looks like the sp has taken a pounding in recent years though, down from 7.5p, sound familiar?

With typos removed...

They are also now based in Namibia, because of AVs VISION, so no SA mine ownership issues or crooked SA politicians to deal with. ATM was second or third fiddle when part of BMN and was expected to develop tin in Mokopane but only as second fiddle to Vanadium.

of course, silly me...

a buy for 4 shares, really? More likely a signal to their buddies to keep trading it sideways... You have got to love the games...

Is only 9.5% owned by BMN, they have no control or say over direction, which has allowed AV to base the business in Namibia. Although I suspect AV still speaks to his old business buddies from time to time.

ATM is doing very well on its own and will be a major growth company in the next 24 months.

I read BMN shareholders waffle on about concerns over ATM needing a placing and think WTF, how do you think BMN grew? A £25M placing, probably at a 50% dilution, will allow ATM to become initially a 5500T of tin per annum producer and then at stage 3 (from cash flow) a 10000T producer with their own smelting plant. Meaning a likely 30p sp within 18 month and 60p within 30 months

They are also now based in Namibia, because of AVs hindsight, so no SA mine ownership issues or crooked SA politicians to deal with. ATM was second or third fiddle when part of ATM and was expected to develop tin in Mokopane but only as second fiddle to Vanadium.

And for all those gripes about a poor deal on demerger BMNs 9.5% ownership will be worth more in 2/3 years than the 100% would have been if not spun out because ATM has been allowed to raise its own capital and move out of SA.

I own shares in both but they need to be viewed separately to understand

9.5%, according to the shareholder information on website

Price shot through my trend line today and has settled right on it, as predicted last week.

Expect 6p by end of Q1 but buy on the dips not the spikes please. I still have 2.5M remaining shares (I sold a few today to stay within my 10% rule).... GLA

:-)

Just my opinion...

Comarco needed a loan badly enough to pay 12/15% interest so they clearly had limited sources of funding. They also put up for collateral a lot more than the loan value. So yes they needed us badly!

Clearly a RTO would give them access to more funding at lower costs from the UK markets and allow them to expand, so I think it is still a very viable (and most likely) outcome.

By issuing them say 200M shares and 161M warrants it will allow the shareholders of Comarco to still own circa 60% of the enlarged and UK quoted AAAP (Anglo African Agriculture and Ports?) and be in the position to grow the ports.

Comarco will also benefit from having an experienced team with city connections to help run and build the business.

Meaning the Comarco shareholders will end up owning 60% of something a lot bigger in a few years as opposed to going bust without help.

the Agri business can then become a major importer to Africa through its own ports, growing exponentially.

From our perspective we will be diluted 60% but will have significantly more market cap so will probably get an immediate rerate to 1.5/2p per share. We will then own shares in a decent MAIN MARKET listed company with huge growth potential...

whats not to like..

I know if I was BMJ and someone asked me for £1M for a high risk African project I would want 5/6 times my money returning as a minimum, other wise why bother when you can turn 2/3 times in lower risk strategies.

Could all be rubbish, but that is why I invested, not for a tiddler food company..

Interesting big last minute buy... not sure how they managed to get 1.5M shares in one go though it always goes to NT when I try and buy more that 250k.

Hi carrefour, it does not really matter as far as I am concerned as that part of the business will grow nicely over the years but it is still small change stuff.

The big thing is the link with Comarco, that is going to lead to something HUGE

4p soon and 5p on news....imho.. GLA

I have? and bought 2M shares!

I can see reference to Increased revenue but not net profit?