Member Info for Antroot

Is it speculation? Or will there be changes in management?

10% that's a big margin, I thought it was 5% and down to 4.5% if they can get to 1600 and 2000 or above would be 3.61%.

For a junior I think andrada's doing ok. Just the uplift will come from knowing if lithium ridge has the grade or the resources large enough to attract big buyers.

One thing that's off-putting here is AISC. It seems to keep increasing whilst revenue is up as well. This leaves no margin profitability.

Branberg whilst showing high grade tin and copper but resources estimate will take a while and to develop it out to produce copper will take over 100 million USD.

I think the best scenario right now is what's happening with the petallite offtake and increase in tin production to min 2000 a year. Both should have been somewhat near conclusion by now.

News on offtake agreement would be much appreciated. Ant keeps banging on bout loads going on the background but the actual good news would be someone handing over cash for it.

Though with tin prices staying consistently around 30k, hopefully it's somewhat marginally breakeven and next quarter increase in revenue.

It says as an additive. But overall for an anode as a whole. There's been 3 material that are going to be consistently used: lithium metal, silicon and graphite.

In regards to decades of working there has to be stepwise direction towards commercialisation as known.

The Chinese were working on lfp for almost a decade.

I mean you can hear news about using silver as anode but that is on experimental phase too.

The thing with tin as anode as it says is the cycle is too low. Needs to be at least at 500 but 1000 is where the industry AVG is going.

Well had a look, mostly experimental at this phase. But I think as an additive to silicon or graphite anode, it could provide a bit of stability but this is experimental stages whenever articles starts with " researchers at..." And commercially always decades away.

Wouldn't put too much faith in tin anode tbh. Mainly because graphite and silicon are already commercially available.

Andrada might rerate if they go to 2500 tpa tin and 10k ton petallite pa. Which might be year end 2025, if that is still the plan. But we haven't gotten much info about this offtakers though.

Deeply intertwined with china, choosing around is to get stuck between a hard place and a rock.

Didn't trump give 10% tariff for all and paused the reciprocal tariff for 90 days coz ppl were getting a bit yippy.

Hearing from commentators, he still sees chyna as the main competitor and doing this to see which countries align with USA, basically hinting to side with USA rather then china.

The trouble is the global trade is deeply intertwined with china

As far as I know no oil and gas are extracted on Namibia. The orange basins exploration has had some hurdles, and will take longer to significant progress apparently due to it being gas heavy to produce oil.

Subsidising fuel by 50% whilst crude price remains low..is questionable.

Are you sure this is not some misinformation presented by someone who's just a giving miss info for views?

The orange man will be remembered as the worst president ever or for raising a war on penguins. Well at least not bad as Aussies losing to emus but still..he's trying to take a biscuit.

Even though I do think Harris would have been just as bad.

Https://open.substack.com/pub/theoakbloke/p/atm-ical-clock?utm_source=share&utm_medium=android&r=3eporc

Oakbloke essay.

Must admit the last update was mixed bag and gave bit of a dread feel to long term holders. But oak bloke calculates AISC increase due to power cuts with cutting back on production.

The real good news was 100% increase in tantalum. The real bad news was the increase in debt. But it's growing pains for small caps.

The real uncertainty is if china decides you know what tin will be included in the export ban to the USA as well. I mean if they were to do especially when Myanmar comes online by next year so.

How the heck is the USA meant to have a manufacturing growth at all !!?

The rns was a mixed bag. The biggest improvements were in tantalum increase with some improvements.

The power cut from the national grid doesn't bode too well, though just for a week.

The most negative aspect bring the AISC, it somehow keeps increasing every quarter.

Finding lithium offtakers appears to be taking forever, it's been almost 3 years that they announce their lithium on site.

Tin is a complicated 40 to 50 k but do the big bucks think so?

Bit of relief on the horizon, going by this article in the near future but

https://www.walkthestreetcapital.com/articles/tin-market-shifts-as-myanmars-man-maw-mine-set-to-reopen

If you were to read this article back in 2022:

https://www.reuters.com/markets/commodities/tin-must-tame-its-wildness-meet-coming-demand-surge-2022-12-06/

What this is stating is that every year the size of man maw tin mine every year up to 2030 to meet demand.

So traders might look at the former picture but ignore the latter part.

As Mark Thompson notes the market will be balanced each year but at what price?

The tin market is just so difficult to follow and due to this in itself should get a premium price tag but who's willing to pay at the moment.

Yea I looked at the comparison though higher grade in Cornwall the AISC is very low. Ant has noted it's because they add the cost of dumping waste away as well, so from collection of ore to sorting it to strip waste etc.

Wondered how it's so low in the UK in comparison to Namibia.

Also noted in Crux interview Ant says main constraints to expansion is water and energy. So they might be trying to broker deal with desalination plants being built on the shore by CGN.

Though AISC under 20 k is amazing.

Say in comparison to Cornish metal they are projecting AISC of 13,661.

27 k AISC appears very expensive as ant has noted as being AISC.

Though the downside of the Cornish tin is that it's based in the UK, where anything productive inflates to neverending story and nothing to show for it.

David Lammy the honourable foreign secretary of the UK. Well not too sure about honourable but it's been said I think.

This is even bigger constraints then after COVID, as the rebel group appears to be stronger than the DRC government in terms of arms and military discipline as well as various warlords.

UK that is Lammy put some sanctions on Rwanda but means diddly squat when the region is ungovernable. And the DRC pm is pleading with western gov for security and minerals swap, whilst Congolese burn foreign Embassies in Kinshasa.

while Alphamin says this is temporary, this event is playing very similar to WA state in Myanmar and this temporary halt might be extended for 2 years to known unknowns.

Apologies for the rant but this setup is looking beautiful for andrada but tragic for Namibia's neighbours. And more pressure to the EU as they look to import more refugees rather then metals.

Last time tin went nuts in 22 @ 43000, andrada shot up to near 10 p.

Could we see similar bull run?

Sorry but wondering how you know there might be update end of month?