Member Info for DavidRoberts

All good, shows confidence going forward.

I wonder when the recent drilling results will be added to the resource, it's a significant bunch of findings

Https://www.schurter.com/en/news/supercaps-ultra-compact-power

Have you boycotted your mobile phone too?

That's the big question!

We haven't had any real contract announcements just hints

My personal musing, I suspect that by 2027, there will be a degree of separation from china and the pricing of critical minerals will be based upon availability from allied or friendly nations, forming a secondary market. Just my thoughts given the geopolitical situation is changing rapidly.

All awaiting the glorious 29th.

Important bit of news that other companies saw fit to rns.

https://search.app?link=https%3A%2F%2Fwww.londonstockexchange.com%2Fnews-article%2FGMET%2Ftungsten-export-restrictions-project-progress%2F16767992&utm_campaign=aga&utm_source=agsadl2%2Csh%2Fx%2Fgs%2Fm2%2F4

China tin imports were $1billion 2023

China's exports were $340mill.

Have a read

https://search.app?link=https%3A%2F%2Ftheoregongroup.com%2Finvestment-insights%2Fis-there-enough-tin-supply-to-hold-the-tech-revolution-together%2F%23%3A~%3Atext%3DGlobal%2520production%2520of%2520refined%2520tin%2CAssociation%252C%2520told%2520S%26P%2520Global%2520Platts&utm_campaign=aga&utm_source=agsadl2%2Csh%2Fx%2Fgs%2Fm2%2F4

You are expecting a direct correlation when there isn't one. We aren't in production yet.

A myriad of things affect the tin price, stockpile and supply being the main ones, tin is traded on the futures exchange and by contract. The tin price today is a reflection of its value ,now, on the market. We do know that the tin stockpile globally is depleting rapidly. Then things are going to get interesting, I'm guessing around the time we want funding. The boards strategy is pretty strong to my mind.

Interesting download from schurter...

https://search.app?link=https%3A%2F%2Fwww.schurter.com%2Fen%2Fdata%2Fdownload%2Fan-supercaps&utm_campaign=aga&utm_source=agsadl2%2Csh%2Fx%2Fgs%2Fm2%2F4

Another great rns. Potential for 24 year life of mine and multi Mt of tin found. Up it goes again.

Tin hasn't dropped much below 15k in over 10 years to my knowledge.

The tin price now is not really important, it's what it's forecast to be in 2 years that matters.

https://search.app?link=https%3A%2F%2Ftradingeconomics.com%2Fcommodity%2Ftin&utm_campaign=aga&utm_source=agsadl2%2Csh%2Fx%2Fgs%2Fm2%2F4

Thank you

Cost to produce is $17300/ton. Iirc

Aiminvestor, maybe someone should start that up again, get it back down to 7p. Maybe it was 7p all along and 7b was a typo? :)

Schurter don't need to rns anything

The lassonde curve explains all.

There's different types of investor too, some like me are slowly building a position while we bounce along at the bottom, I'm planning on holding for 20plus years if feasible so no need for a quick profit. If I can reach my full investment with an average of under 10p I'll be happy.

Some traders, day traders particularly will invest short term and play the peaks and troughs trying 15/20% with each trade, these guys can ramp and deramp a share all by themselves causing artificial peaks and troughs.

Gingy you say you don't average down? Its certainly better than averaging up?No?

Https://search.app?link=https%3A%2F%2Fwww.telegraph.co.uk%2Fus%2Fpolitics%2F2024%2F11%2F08%2Fdonald-trump-considering-british-exports-exempt-tariffs%2F&utm_campaign=aga&utm_source=agsadl2%2Csh%2Fx%2Fgs%2Fm2%2F4

Good!