Member Info for ConMan94

https://biturl.top/jUR3uy

taken another £10k. Imo, a deal is done, should hear something very soon. I'd prefer a straight up TO, but happy to leave cash in for a JV.

bought more yesterday at 141.50. Only small buy. Still got room to add will add if we see a retrace back towards 120p, which I hope we do as I'll load - if not, got enough to see a material change towards 200p, which we will see easily with a bit of positive news on the gold price and or reclaimed assets.

I'm with you Steve. Firstly, a raise was always coming, Richard has always made that clear. For me, the raised amount is quite high, and I'm wondering whether this will be enough for commercial launch or whether they will need to raise more which then could coincide with a US listing.

The open offer is deffo an insult and makes you think was it even worth putting in. By my calculations, happy to be corrected, I hold 7,149 shares. 7,149/50 =142.98 = £90 worth of new shares no doubt I'll get charged a fee from my broker as well. I mean, I'll probably take it up, but only really benefits you if you have a mega holding.

Come on CT, what a silly question that is.

Jazim, we're getting tin out of the ground, you may have heard about the lack of tin about. If not, go check the amount left in the LME warehouses. We're now waiting for the results on the tantalum, something that sells for $150k per tonne. Then all I'd say about the lithium is have a look at the resource.

Thats just in the 2 pits. They have 180 other pits to explore...

Thanks to Outlaw on the other BB for mentioning this.

ATM have updated their top 10 holders. Shore Capital have gone from holding 9.3% to under 3% yet no RNS?

Cannacord have increased by 10m shares

Jarvis have been selling now under 3% - No RNS.

Miton we still don't know, they did have over 3% a year a go, but then looks like they would've got diluted under 3% and are no longer on the top ten list. Could be selling but probably won't know as they might not submit a TR1.

http://afritinmining.com/capital-structure/

I mean by all means if he wants to buy on the open market he can do haha, but yeah Madralphy he does have options as they were all rerated lower.

Plenty of research online about the separation process.

I doubt Afrimet would've converted their debt into shares and then signed an offtake if they didn't believe we couldn't get them any Tantalum.

Oh yeah, for sure it's all about the growth just trying to display the company is making money whilst in the very first stage of the company's production. We have Tantalum to come next, then lithium.

Afritin have just tweeted that Canada have now added Tin, Lithium and Tantalum to their critical metals list and they will soon be producing all three.

This isn't just a mine, it's becoming clear to me, and anyone who properly looks at the resource that this is going to be a globally strategic resource.

Some basic calculations on how much Afritin are making at the moment.

Obviously production costs, we're not to sure at the moment as we've not been given any numbers, however Roskill's Jessica Roberts says in this video back from 2019 that they believe Afritin are under $16,000 per ton.

https://youtu.be/rF5BobXfhG0?t=102 - Roskill's View

https://imgur.com/4z1ByzC - Some basic numbers

Now at 31k a ton.

Sorry AgentB we're taking the full $15BN

HERE WE GO!

Cenkos predict 1.1p EOY dividend.

Dimitri mentioned this a number of times during presentation last night, at current price that's a 5.8% dividend yield. at 27p it's at 30p it's still a 3.7% yield. You can see how the dividend, given the extremely low valuation has the ability to rerate the SP.

Sounds to me like the company are considering the Karnataka Solar Project again and maybe this won't be sold afterall. This is also supported by Edison.

Finally, they mentioned blockchain, I have no idea what this is about to be honest, but if this is something which can actually be monetised then this could be a game changer, we know how much aim loves blockchain

Edison research will read it later, going to work now. Hope you get something out of the presentation. If you could ask Dimitri a bit more about the exposure to coal, how this is managed, and the co. thoughts on where the price is going.

https://www.edisongroup.com/publication/full-power-ahead-2/29019/

What is a backwardation? It is when the spot price is higher than the forward price. Normal markets are round the other way to account for the time value of money and warehousing costs.

#tin A backwardation should attract metal into warehouses as consumption is deferred to when the price is cheaper. THIS IS NOT HAPPENING because of a MASSIVE imbalance in supply and demand and close to zero inventories.

Physical premiums are rising in Europe - as high as $800 and up to $1,000 for low-lead tin. THIS IS AMAZING as the Cash-3 months spread on the LME is nearly $3,000 backwardation. This means it is $4,000 more expensive (17%) to buy tin today than from warehouse in 3m time.

@METhompson72

Correct Alfa, receives 94% pay of contained tin as per Quarter update.

OPG (AIM: OPG), the developer and operator of power generation plants in India, announces that a company controlled by Gupta's family has sold 300,000 shares at 17.05 pence per share and another company controlled by Gupta's family has purchased 300,000 shares at 17.25 pence per share. As a result of these transactions the Gupta family's shareholding in OPG remained unchanged at 206,642,166 ordinary shares (51.57% of total issued OPG's share capital).

Gupta's Son "Hi dad, I've sold some shares"
Gupta "You fool, do you not realise the yield we're getting on these soon" Rings broker "Buy back my fkin shares now"

haha