Member Info for DavidRoberts

Quick question 🤔 does the npv include values for the other metals in south crofty?

Also I see nothing about gold mentioned, do you think they're keeping that bit quiet? I remember there being talk of gold at 1.2g/ton, but that's a long time ago now

Hi Vis,

Looks like Goma is under the control of m23 now, one would hope they don't get helicopters!

Tin price at 32265 is 4% above so npv is now 224mill.

If it goes over 40k cusn is a 500mill proposition if im correct in my maths.

Have you got current shanghai stock holdings?

I agree. 40k. If not more.

I don't think the metals traders have sussed it yet for some unknown reason, too obsessed with copper.

3900t left at lme, 6500(my best guess) in shanghai.

Have no major investments planned

Laat line states they h

Dashed, looking through your posting history you do put quite a few useful links up yourself.

Why, if the lse is so compromised by bots etc, are you here? Are you here to save us from investing our money perchance,?

What are you on about??

Tis funny mind

£1.20.

Worth a read

https://static.lse.co.uk/research/download/edison-alphamin-resources_34151_20241115.pdf

38% increase in production, I mean.

I read elsewhere they're reducing exploration due to the political situation but can't find where I read it

Vis, up 38% for 2024. And still a squeeze

Free speech man, chill.

I agree Gingy, however I think a strong tin run will encourage investors to get in early. There aren't too many opportunities like this out there tbh.

#cusn is due to produce in late 27 apart from that I dunno

I think the tin squeeze has started.

https://www.westmetall.com/en/markdaten.php?action=table&field=LME_Sn_cash

Have a look.

https://www.westmetall.com/en/markdaten.php?action=table&field=LME_Sn_cash

Yup, and I'm a happy early stage investor.

The reason I'm also showing the tin price is because I think this is the start of the squeeze on tin.

So today at 31630 is 2% over 31k so our npv is now £206 million.

Isn't it 1% increase in tin over 31k equals 3% npv