Member Info for Antroot

Sorry my sentences are a bit off. Typing on phone and editing is bit of a work on this platform.

The fundamentals in tin gets better everyday. With UK investing in AI tech at a gov level, and Emerging markets look to continually modernise.

Chinas ev sector is growing yoy non stop.

Indonesia probably looking to ban or limit

exports to create downstream value.

US probably a laggard when it comes to EV adoption but they are the biggest petrostate, so has big support from the gov.

More and more Tim miners joining exploration stage.

I would think tin miners might pop like uranium, especially nuclear utility, especially SMR which has popped to silly valuations

ago...after the broader market get to know via CNBC or Bloomberg. Or maybe I am wrong but it's my thesis in this game.

Don't know about the rise of plats but it appears to be touching near 1000 USD.

Hydrogen EVs are pipe dream because battery tech keeps improving, protypes of fast charging 10-80 % are under 10 mins are currently in prototype stage and will be in cars in few years.

Also note the EU has been trying to tariff Chinese EVs but hasn't said anything about hybrid vehicles, something which byd is actually good at and are actively exporting to the EU market.

Hydrogen is a pipe dream because of it's engineering efficiency is silly and trying to convert electricity to hydrogen then back to electricity. It's a fools errand. The heavy truck industry especially in china are actually switching to lng.

Hydrogen cars are a pipe dream.

The best use case for plat is in hybrids or in electrolyzer to produce hydrogen itself, but it's a fairly expensive process.

With the UK going adding more windmills pun intended. Perhaps the excess energy can be converted to hydrogen as a back up electricity. I haven't looked at the cost. But would think that might be one solution to add to the energy mix or even mix bit of hydrogen to natural gas to reduce co2 output.

Has anyone been clued up on petalite bulk sample that was sent off? Off takers can have a lengthy lead time but I would think news about contracts would be in soon.

Also does anyone know what price petalite is trading at?

Brandberg resources looking quite juicy.

The plan to be integrated vertical miner is still risky but from the report looks like everyone is gathering exp on how to be a Professional miner.

Was hoping to get the maiden resource increase at uis and the awaiting the approval from the Namibian government. Hopefully the governance don't start interfering unnecessarily here as the mine is giving much needed employments to the locals.

On sustainability goals, they start getting approval for solar as well, as the region is one of the better regions to exploit it.

Furthermore the gov actually prioritize getting the orange basin approval sooner. That would increase economic revenue for a small country like Namibia.

Mummitrox, depends what your selling point is. I mean if the target price is 30 p. Than 0.02 or 0.03 is just spilling tea over nothing. Unless if you are a trader.

I'm regards to what the company is doing is transitioning to being a primary lithium producer with tin as a byproduct. Uis remain fairly low grade but the volume is great.

But I think full potential will be unlocked with lithium ridge as the grades are higher and with sqm being a chemical producer.

Spodumene to lithium carbonate sold at market price would bring in further revenue, and that was the optional plans. But the risk is they need to confirm maiden resource of 50 mil lithium in ground. Hopefully that appears to be feasible as exploration goes further.

How come there's no trades showing today? What's going on

Good to know. Good entry point for new investors and on sale for ones who's been here for a while. Will be dcaing to my portfolio.

I intend to hold till 2027-2028. It will also be the point where BEVs starts looking far better then ICE cars in price as battery tech truly starts maturing and in parity with ice cars.

I would think of your original thesis has fundamentally changed about the company and see other alternative that is more attractive then you should sell it. It is your money after all.

In terms of news there has been consistent positive news.

The negative part is that the aisc is fairly high here about 25k USD. Ideally would have preferred to see lower range of 20k -25k. I think Cornish metal is saying they can mine for less than15 k in the UK, which i think is a bit optimistic considering it's UK. But ATM said they account the aisc to waste stripping and disposal as well?

In terms of lithium sales, I think they have begun to offload pettalite sales in next quarter or so as it has been going through testing.

Overall though AIM market has seen broader disruption due to inheritance tax break being disrupted. I am not sure what reeves is on bout with 22b black hole, when the UK treasury gets above trillion in tax receipts, though the Tories were a bit special in handing out all sorts of nonsensical contracts to their mates.

I am going off tangent here, but people who can't swallow volatility or think the value here is not as expected should probably find other alternatives . Nonetheless the offloading of shares in batches of 100k does raise eyebrows.