Member Info for andmillsy

In the Telegram RNS stakes the latest positions are:

28%- Australia Racecourse - Assays update
24%- Australia Ascot - Drill Results
7%- Australia Ascot - Drill plan and permits
21%- Zambia Eureka - Further drilling results / assays last update was 20 Sept
0%- Zambia Kalengwa - Drill results /assays/processing of dumps and tailings last update 1/2 yr report
7%- Mozambique - Manica production update
3%- Corporate - Director buys shares
7%- Corporate - TR1
0%- Corporate - Acquisition of new project
3%- Corporate - AA triggered (2mt or decision to mine) might be early

Tin is revenue & EBITDA generating and therefore mitigates risk of future funding as ATM invests in Lithium. This model is one of the reasons I invested in ATM together with their excellent resource asset

The website makes only passing reference. It could be interesting and of good value specifically comments on high grade manganese.

Extract from June 21 Interims
Battery Metals Opportunity: In early February using our connections in Southern Africa we acquired several licences for manganese in the Kanye area of southern Botswana. High grade manganese is forecasted to play a significant role in the storage battery space. Whilst manganese is in relatively good supply, the availability of high-grade manganese gives the Kanye Project a decisive edge against other manganese projects. This project provides an opportunity in the battery metal and storage new age metal arena in a part of the world we know well.

https://www.miningweekly.com/article/manganese-expert-warns-of-sulphate-supply-deficit-for-battery-evs-2021-10-05/rep_id:3650
“There is no shortage of sulphate but there is a shortage of capacity for high-purity sulphate, which is the critical difference, as most of the sulphate being used today is [being used for] agriculture-related applications,” he points out.
With 90% of the global capacity for production of high-purity manganese sulphate concentrated in China, Zemek is concerned that the world may soon face a similar reliance on China, as is seen with cobalt being largely produced in the Democratic Republic of Congo.

Initial RNS when purchased Metrock
https://www.londonstockexchange.com/news-article/BZT/conditional-acquisition-of-metrock-resources-ltd/14801524
"Deferred Consideration: Bezant has agreed to make a once off milestone payment to Breamline Pty Ltd and M&A Wealth Pty Ltd the original vendors of the Licenses (the "Original Vendors") should an Indicated Resource be delineated on any of Metrock's Prospecting Licenses (or on two contiguous licences) greater than 3 million tonnes of Manganese with a cut-off grade of 17% Manganese which can be refined into either Electrolytic Manganese Metal or Manganese Sulphate Monohydrate (the "Milestone Event"). Upon the Milestone Event, Bezant will issue £225 000 worth of Bezant Shares based on the 10 day VWAP prior to the announcement of the Milestone Event (the "Milestone Shares") with the Milestone Shares to be issued in equal portions to the Original Vendors. "

Sg001
Here you go
https://t. me/+MRNJDVzvJgpjODE0
Please remove space between "t." and "me"

Jwoz
Actually I had shared on telegram group so files already created. Guessing you're not on that so try if this link works as not done on LSE before
https://drive.google.com/file/d/1clcMSSBk1ucbv-HpnVQjlbXi1ZVknPC6/view?usp=drivesdk

https://drive.google.com/file/d/1coPNyKpiMk3uw6LL4rXUisQ7tRufjfJq/view?usp=drivesdk

Slightly scruffy working notes. If LSE scrubs the links then it will be tomorrow...

I'll share my tracker on Twitter but it will be tomorrow possibly Monday. I'll post link here.
Cheers

Permitting permission please
Bloomberg reports today that discussions regarding US sanctions on #Russia are heating up now. Concerns are on commodity price spillover like +30% rise in aluminum after 2018 sanctions. #Uranium poised for potential impact this time, imho.#UShttps://t.co/T6XJdm1kbG

and you can also use the fab google sheet kindly created by Snooz to give NAV and latest view of Premium / Discount
https://tinyurl.com/YCA-U308

Both Alex Terry(s) will be wondering why they have all these random fingerprints on their linkedin profiles :)

Ella I was just looking at that very page too !

I agree on Uranium and Lithium potential. However imho management need to up their game significantly on exploration execution. I hope they can do this and prove up assets of value to be sold and deliver shareholder value.

I think you're barking up the wrong tree...

"Classical music has a calming effect on dogs in rehoming centres, according to research carried out for the Scottish SPCA.

During the study, dogs' stress levels decreased significantly after the music was played into their kennels.

Dogs' stress levels, measured through heart rates, saliva samples and observation of behaviour, decreased significantly after listening to music.

The dogs also spent less time standing and barking when the music was being played."

Gixxer
Hear! Hear!

Question answered by xtr
There was an editing glitch which was not picked up at the time.
The correct layout of the sampled drillholes is:
BRDD-21-011 in the north of the deposit
BRDD-21-008 in the centre
BRDD-21-013 in the south
With hole BRDD-008 being higher grade and the other two holes average grade.
Thank you for your feedback

"To gain a broad understanding of the metallurgical characteristics of the Racecourse deposit, three samples were chosen that provide a range of mineralised tenors from the northern, central, and southern zones within the mineralised porphyry. The samples selected include a higher-grade intercept in sample BRDD-21-008 in the north, along with the two further samples which represent a more average grade across the deposit from BRDD-21-008 in the central part of the deposit and BRDD-21-013 in the south."

I'd always considered 8 as central and not in the North is it possible that North one is meant to be 11 ? However 8 does have stronger assays as mentioned.

Steve you're correct it certainly wouldn't make the telegram poll list!
Great to see the steps being taken early to substantiate trigger to mine.

https://www.theassay.com/the-assay-uranium-edition-2022/
YCA on page 67 decent summary

Looks like I will be staying awake as increased my holding by 20%

Great suggestion Iceberg. Hoping Mr Bird is all ears...

Ignore that ! I thought it was 2021 interview it is older ...