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I contacted Andrada with straight forward questions.
Tantalum production currently
Lithium production currently
Off take agreement
Lithium exploration drilling
Etc etc.
No reply as of yet, i do find non replies an irritant and unprofessional towards long term investors.
If too price sensitive then say so but at least be courteous and reply with what can be said.
Could do better....
" Greatland Managing Director, Shaun Day, commented:
"Significant progress has been made during the quarter, particularly in terms of improving our understanding and confidence in managing the lower confined aquifer. Measured flow rates are at the low end of the range previously anticipated and water management infrastructure requirements have been confirmed. This significantly de-risks development through the aquifer. A better location has also been identified for the underground decline to develop through the remaining Permian layer where it is shallower, reducing the remaining development metres required through the Permian.
Overall, we are confident there is currently significant option value in Greatland with Newmont's 70% interest in Havieron considered non-core and our existing last right of refusal on any sale. If an opportunity to consolidate ownership of Havieron were to arise we would be highly focused on delivering an accretive outcome for our existing shareholders with a view to delivering a world-class Australian gold copper asset."
Ortega growing interest in Chinese mining companies working in Nicaragua, wink wink...
Ortega Grants Chinese Company a Huge Mining Concession
April 23, 2024.
HAVANA TIMES – On World Earth Day, April 22nd, the regime of Daniel Ortega officially awarded a Chinese company a 25-year concession to mine 36,610 hectares of land in the municipalities of Siuna and Mulukukuu. Despite this large area now set aside for mining in Nicaragua’s North Caribbean Autonomous Region, the project has undergone no known environmental impact studies."
This is why i favour a Chinese bid, " Ruiz, from the Fundacion del Rio, believes the presence of Chinese business owners in Nicaraguan mining is part of the Ortega regime’s strategy to evade the US sanctions."
Knock knock who's there.......
Good morning Observer101.
Excellent balanced post, just one thing to pick up on, any deal process has to be light lipped both in the interest of the company and investors alike, we all want to know more but AV can only lawfully comment as much as he has done, if a deal is close or in the final stages, i'm not sure what else he can say.
Your comments though are refreshing to read.
" he has really really mishandled this process, the only thing that can save him is truly a kodal style deal or better.
I do believe toptiger has binned me after i criticised his repeated kodal posts on this bb, i see this has not changed.
Trying to compare the to companies shows a lack of class and understanding, he is being disingenuous to AV and taking no account that Barclays is leading the role of finding a suitable partner.
Investors need to accept that sometimes these type of deals do take time especially with multiple bids, frustrating yes of course but it is what it is to get the best deal possible and talk of a deal collapsing is utter nonsenses as this would have to be RNSd.
If i am correct at being binned, i find it quite laughable, but hay ho....
On the 18th Jan 24, Condor tweeted:
We have a gold mine that is fully owned/permitted, construction-ready, in a major gold district.
This opportunity is a rarity. We're dedicated to delivering the value $CNR / $COG shareholders deserve.
If there is a deal incoming, it has to be 80p plus, otherwise the past year and a half has been a total waste of time and a complete failure of all the ground work in getting the company where it is today, the increase in gold prices adds huge weight in a price nearer £ in my opinion plus you have to include the high potential of extra gold resources that Jim/Mark have always stated has extra valuation.
Not back in but watching, need a bit more evidence and what the new deal looks like for GKP, not fussed in getting in as low as possible with plenty of opportunity as and when any guaranteed deal is done.
https://www.turkiyenewspaper.com/politics/22050
Experts optimistic about resolution of Iraq-Türkiye oil export issue during Erdogan's visit.
2024-04-21 14:36:53 | Last update : 2024-04-21 15:46:42
Experts foresee resolution of Iraq-Türkiye oil export deadlock during Erdogan's upcoming visit, potentially easing tensions between Erbil and Baghdad
Afternoon Opti, see you have decided to grace us with your expertise once again after nearly a year out of posting.
Be careful in accusing others of " comedy gold posts ".
Hows all those buys in GKP, GENL over a year ago doing? and i must raise with you the complete calamity of COPL which you were daily ramping away and telling everyone to buy buy buy like you said you were doing 14p and above.
Nearly every post is a rampantly ramp, never have i seen a post urging caution or announcing you have sold or reduced.
Your were telling all that you were buying GKP a year ago and don't panic as oil will be flowing a a couple of months.
I am sorry to say you come with a health warning.
I thought it best to post the link Andrada used regarding future tin.
I don't think ATM could of timed the companies expansion development of Tin any better.....
International Tin Association.
Looking into the next decade, the tin industry faces unprecedented opportunities and challenges. It is important for us in the tin sector to understand what lies ahead. To build this picture, the International Tin Association (ITA) has consulted widely across the sector to see what the future may hold and what action we should take to secure the future of tin
Our world is changing fast. With rising geopolitical tensions, climate change urgency and a series of macroeconomic shocks, we expect the next decade will see the emergence of a new divided world, competing for vital resources including tin.
Tin supply chains will need to adapt rapidly to meet these challenges while also working together to manage increased Environmental, Social, and Governance (ESG) expectations and demonstrate how the tin sector is building a better future for everyone.
At the same time, we expect it will become increasingly clear that tin is a vital technology metal. It will glue together all of the electronic and electrical infrastructure needed to digitise the world and reach Net Zero. Therefore, we firmly believe that the demand for tin will surge.
For all these reasons, we foresee that the next decade will see a wakeup to tin with a new wave of government-supported investment to secure sustainably sourced supply.
As we stand together on the edge of this new era, we at ITA have been engaging with investors, producers, users and ESG experts to begin laying out this vision for tin together. We will use this framework to develop a strategic roadmap that can lead our industry to 2030 and beyond.
Thanks to all who have contributed so far. We look forward to continuing the conversation.
Helen Prins
CEO International Tin Association
Well i think the general consensus amongst ATM investors would say absolutely YES.
We are not alone, the whole UK markets seems to have the same issue and many companies are making it known, whether large or small and are threatening to leave LSE.
This is from MS " British companies are some of the cheapest and most undervalued in the world, says asset manager Morgan Stanley. "
Trying to understand share investing is difficult enough but with this added sentiment it makes it even harder to understand.
The London markets are murky for many different reasons and need to be cleaned up ASAP so the genuine investors stand a chance and good solid companies thrive such as ATM.
A recent PRD RNS note " Like many listed companies of our size we are extremely disappointed with the over-regulated London public markets and their poor appreciation of the value of businesses and opportunities that several companies have created and further developed. Many of our shareholders, including the executive directors, seek to re-set the valuation of our assets through means other than the intra-day share price."
Shell and Glencore/BP are also threatening to leave the UK due to the poor valuation of their share prices.
A total overhaul is needed quickly.
Moan over....
Morning Obadhia.
I believe you have misunderstood my post, i was highlighting that Anti V had posted that he was not blocked by PV72 after PV had posted he blocked you, therefore implying that AV was your goodself. ( hope you follow )
I also indicated that AV doesn't fully comprehend written comments too well.
My apologies if my post was not clear enough and was taken the wrong way.
There is a clear distinction from a reasonable counter argument to those who just want to cause disruption.
Pv 72 posted........ Agreed,
Obadhia is just a tiresome troll peddling 💩
Into the bin he goes.....
Anti V then posted......Pv72,
You told everyone on this forum you binned me a few weeks back. You are a liar.
Never trust a liar!
Please make sure you do it this time.
Conclusion, either Obadhia is also Anti V.
Or Anti V can't read too well, probably why he struggles with understanding company announcements or educated and informed posts.
End of the day a embarrassment for the hitman group.
Anti, " PG is all hot air 🔥 and blames everyone else."
What on earth has that got to do with the subject in hand, you seem have gone off topic with your mindset yet again.
If i have the pleasure for a discussion with you, then please be respectful and keep to the point.
Regarding your above comment i would suggest contacting Paul and tell him personally, do tell how you get on....
Hi Zebra, to be clear, the point i was making is companies of all sizes and all different commodities are making concerns regarding LSE, hence the link between what PG has stated and likewise Shell, it has common ground but not the be all and end all of a companies' valuation.
Evening Anti.
Because of your mindset regarding PRD your are drawing the totally wrong comparison.
It has nothing to do with the size of the company ( i think you know to well of that ) but the reasons behind why companies feel " unloved " by LSE and probably feel it is not a fair playing ground for investment.
So why not look elsewhere, indeed PG has very much hinted that he will seek to reset the valuation of PRD assets.
Shell is considering a move to New York, as the divide widens between traditional investors, who want the company to focus on oil and gas, and activist investors, who want more renewables.
Oil and gas giant Shell has become the latest blue-chip stock to announce it is thinking about leaving London and moving to list in New York. The reason is mainly due to the company feeling under-appreciated by investors and other stakeholders in London.
Increased criticism from climate activists, who have very vocally protested against Shell's continued oil and gas projects and investments, has also contributed to this. Similarly, investors have also been more unhappy lately about the company not focusing enough on renewable energy and transitioning its existing fossil fuel systems to greener options.
Our friends who try and protect us with low share prices predictions, always blame PG and co, don't fall for it....... there is a wider issue that needs resolving otherwise the LSE will become a mickey mouse club.
The renewables effects O&G companies, however other factors are also hindering investor sentiment within the London Markets.
Someone needs to get a grip quickly.........
Morning Richy, not sure what live Tin indicator your using, i suspect it is a daily rolling graph which does not tell the full story.
Tin hit just over 33k yesterday, it has pulled back to 31,865 currently, so the percentage is not based correctly.
Not knocking the rise, been an exceptional rise and i hope it continues albeit with the odd pullback.