Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I'd take a look at #Clon. Been a great journey for #kod but i'm slowly top slicing some into the next ones in the radar.
I may well be doing the same here. I've never DCA up before....but with this the reward is potentially gane changing for most.
I'm diversified in this but looking good folks. Something else to consider is #ATM on LSE with Andrada Mining in Namibia already producing #tin at £18k Aisc and #lithium in June. Another sleeping giant in the making and 20x less shares in circulation. GLA for 23.
No doubt will further cement the global scale of deposits we have at our disposal here.
They've stated during June a number of times now. Let's wait and see, they've not let anyone down thus far on their roadmap. What a future this company has....
Bloody hell. 1.6% Lithium grade at 59m. That is a global leader. https://twitter.com/AnthonyViljoen/status/1641729083070398464?s=20
Target price 20p + in 12 months. https://twitter.com/EliasJones01/status/1641433297736859653?s=20
Those lithium results are pretty damn good tbh
5th on the list for #tin as well. Total madness on valuation here...patience. From AV:
Anthony Viljoen
@AnthonyViljoen
·
16m
Another top 5 drill result for
@Andrada_Mining
, this time on the #tin and one of only 2 producers and the only open cast producer on the list! Great work
@MinerDeck
for highlighting our incredible, HUGE, producing, polymetalic ore body!??
Could not agree more.
It will come Peking. That is the valuation 5x - give it time. All is happening at the right time imho. Need to have faith. These guys have executed everything they have said they would do thus far.
LME Tin price hovering at $25k per tonne. Shanghai SHFE at $30k per tonne.
Tin price creeping up once again. $24,350 per tonne on LME.
Some decent Twitter exposure: https://twitter.com/AnthonyViljoen/status/1638869707322212360?s=20
Morning all, great to see an active chat. It's not been this active for a while. I'm doing some DCA after coming in at 6p but still see this as a great opportunity still. Q2 should be great ??
The Chinese market is years ahead in terms of battery supply chain and production. Hence why we'll most probably end up there.....there is no shortage of interest of what we have but AV probably needs to give an update with timescales for offtake for Lithium, as this will then motor literally into EVs.
I'm in this for the long term. I'd very much welcome an investor Q/A session at some point. Clearly, the funding raise agreement is holding this back along with the Lithium pilot plant. However, i don't for one second think it wont come off. What has made me think though is given the volumes of Lithium available and over a long term and with Namibia being on the West coast of Africa. The thought has crossed my mind about a automotive manufacturer investing in order to secure their future supply chain. If that could be pulled off then wow but it does make sense from a logistics perspective across the Atlantic to the East side of the states would be a useful route to take. All exciting stuff tbh
Another great interview. Cash healthy, mining at circa profit above $18k Tin per tonne, globally significant reserves of Tin, Lithium and Tantalum. What is not to like? The Proactis article was a great read as well.
Great Tweet: https://mobile.twitter.com/AnthonyViljoen/status/1631339617432608792
It's always useful to some times take a step back and consider the achievements executed to date. All done on time and to budget and stuck to the roadmap. Productivity increases now mean we are profitable with tin production above $18k per tonne. A vast najority of our peers are simply not.
Our Lithium circuit is still on plan for Q2 and will no doubt happen on time and budget. Our offtake agreement will then get nailed down and executed also.
Still nothing but positivity.