Member Info for andmillsy

This one picture illustrates the forgotten soldier theme
https://twitter.com/Peter52834033/status/1412269817529356289?s=19

Better price than BTC ;)

""Despite coming under pressure last week, tin prices have recovered strongly on the back of consistent news of supply disruptions. The extended lockdown in Malaysia will see MSC unable to restart production, while Yunnan Tin's annual maintenance has begun."

Lasata - tin prices strong today - influenced by supply disruption from Myanmar into Yunnan
https://twitter.com/SeaHedger/status/1411885729945292800?s=20

Thanks Worzel I consider myself educated
I agree definitely oversold

price monitoring / speeding ticket RNS !

I have taken a smallish position earlier today. Performance today is looking strong. Definitely appears to have been oversold. Its a mid to long term investment in my opinion so will try not to get too excited over the daily fluctuations.

As the weather is quite dull and overcast I didn't head out on the bike but trawled through historic TDR and LSA RNS on ASX announcements. Mainly it matched the weather for dullness but with the occasional bright interlude. I guess many of you are far better researched on the history of the project and so this may not be relevant.
I found the following historic RNS of interest and posting here in case of any use to others:
Open pit mine feasibility study from 2011 which may explain the shallow historic drill depths
https://www.asx.com.au/asxpdf/20110318/pdf/41xjfrl6cclqfx.pdf

Thanks Ella - appreciate it - my research had stopped at LSA Bushranger period.

Ella please would you post a link to the announcement as I am struggling to locate it. Thanks

Thanks Leprechaun. Somehow I hadn't seen this before but the results from BRC016 look positive. Is it the case that BRC014 didn't have any copper as just gold mentioned. Is there any data for BRC030,32,34 ? Also what is the object circled in blue on the sat pic ?

Andrew
It is surprising no mention of AGM in RNS.
BZT also released annual results at similar time and had this statement "The Company will hold an Annual General Meeting on or around Friday, 30 July 2021 and the wording of each resolution to be tabled will be set out in a formal Notice of Annual General Meeting to be sent to shareholders."
BZT, where Colin is chair. might be worth a read to compare with fund raising statements in XTR report. I found it helpful as it put XTR statements in (a positive) perspective, here is an extract from BZT statement "as a result the Company will need to raise funding to provide additional working capital to finance its ongoing activities. Management has successfully raised money in the past, but there is no guarantee that adequate funds will be available when needed in the future."

Good luck agricore I've been watching this one for a while and yet to enter. Your analysis very helpful. Thanks

Oh yeah good point Andrew that will completely destroy demand ;)

No 3card.. let's not have asteroid strike... Keep supply constrained please. Chile or Peru strikes are alright however...

Thanks for your thoughts and insights all.
Certainly I feel we are in the sector with great growth potential and consequential likelihood of M&A.
I've spread my investments around a number of explorersv and a couple of producers but XTR is my largest due to reasons articulated around geopolitical, AA buyout potential and infrastructure. In think speed to move an asset to production will be a big differentiator for any potential acquiror and Bushranger has potential to be in the sweet spot although clearly much still to be proven.
It's going to be an interesting and no doubt nerve-racking next 6 months.
It's reassuring to see so many names still here who have weathered the recent share price malaise.
All the best over the upcoming months.

As an aside, the report shares the position on lithium, I have a position in BCN who are currently being pursued for takeover at a ridiculously small premium. Whilst I get frustrated at times on the comms from Colin I do feel from history he is a deal maker and will achieve a far better outcome for shareholders than the BCN BoD.

Useful report on impact on lithium, nickel, cobalt and copper (towards the end)
Pulls together into from a number of other sources
https://aheadoftheherd.com/electrification-and-decarbonization-wont-happen-without-these-4-metals/

Withew NT to buy even £500 with fidelity but can sell 200k volume easily

Mine was 100590 at 3.39 (I thought broker quote was 3.394) but the coincidence continues :)

ntm it's a good strategy and I scaled too much too soon - FOMO. Recent weakness topups have me a smidge above 5 average.
I may top up again if further weakness but it won't be great for my nerves.
Is it possible that 1 mil after hours showing as a sell at 3.4 is more likely a buy ?

It's been aid before but worth reminding
https://twitter.com/wmiddelkoop/status/1408056351436181504?s=19