Member Info for DeffoTheLastSpin

Sorry TDT and TT. I mistyped the "addressee" on line 2. It was, naturally, meant for TT.

1) TDT: All fair comment. Thank you.

2) TDT: As a newcomer, I am not able to remark upon your review of VJ's approach to growing Afritin or whether financing was appropriate when tin was $20,000/Tn. But a delicate question comes to mind, which can't be stifled: Do you approve of his current strategy and believe it will bear fruit? If not, why would you invest?

I ask because since first chatting with you in this "room" when you wrote very positively, but now I sense some frustration or concern regarding the Barclays-brokered partnering agreement. Maybe I should consider de-risking.

Hi Taufour

I am a relative Johnny-come-lately to Andrada and so I read your post with great interest. For some reason I thought AV was a fairly recent hire as CEO, but I see he has been in place since 2017.

Do you feel he approached the company's financing and forward planning badly? Of course it's a subjective matter, so i will say that your comment sounded to me like he running the finances a risk-controlled way, minimising debt, while growing the company organically while the tin price was historically high.

I haven't read AV's biog and I may be waaay off, so feel free to correct me.

Hi Nesty

I have read all today's chat posts my thoughts are; I agree with you and i feel a bit disappointed that the sum effect of all the positive RNS', financing, the MRE upgrade, AV's public addresses HASN'T overcome investor inertia/reticence YET. i frequently cannot understand the price movement (or absence of it) but i am not alone. There has been a noticeable number of news stories published recently on Lithium miners actioning similar growth strategies as ATM, and with the scant news coverage by a lot of popular online platforms ((e.g. Investing.com) it's unsurprising if we need to wait patiently for recent RNS announcements to stoke the price significantly.

I am holding fast, even buying the odd thousand shares every few day because i have faith that that the shares are the bargain of my lifetime. I'm sure when the Barclays announcement explodes onto the market, we'll see more significant buying on a sustained basis

Stargate

Thank you for the helpful chart analysis. I tend not to rely on charts, though they are widely employed by private investors, analysts and corporations in their day-to-day activities. I realise that without the charts I am playing the game without understanding the rules. But the last handful of years, after CoVid's arrival and with China's worsening economic downturn, and the the Ukraine conflict, China posturing about Taiwan, high inflation, a wilting US Dollar etc, All this has caused the stockmarkets to become hyper-sensitive to these, myriad, macro factors that the inevitable volatility makes traditional charting seem redundant - particularly for start-ups and industries subject to political interventionism by state and NGA's (miners, high-carbon energy (oil, gas & coal, nuclear power, solar farming)... blah, blah, blah. It's not statistical charts I need. It's a crystal ball and a bit more luck. Hopefully, Andrada will grow smoothly, without environmental natural or economic disaster - to the point its short-to mid term operational goals have been achieved and the SP is in the mid-tens. I've bet the ranch and no chart can sway me now. News from the horse's mouth might, but you don't hear much of that round these parts.

Re: Lack of ATM publicity

As promised, I emailed the company at 14:03 London time, copied below:

Dear Andrada Management

I am a holder of ATM shares, purchased though Hargreaves Lansdown in the UK.

I note with concern that HL carries no news updates, nor RNS coverage on Andrada later than November 2022 when the company was still Afritin Mining Limited.

This issue extends much further: I subscribe to the Investing.com "Pro" online membership package wherein Andrada's news presence is almost completely absent because of the "ATM" ticker. Instead of Andrada news and updates, one only finds stories about Automatic Teller Machines (ATMs). When emailed, the website's backroom team admitted having knowledge of it for some time but would not explain the technical reasons for it, nor when it would be fixed. A follow up enquiry, 10 days after my first approach got no response at all.

I flagged the matter in the Lse.co. uk chat room, asking if others had encountered the same absence of Andrada news/updates on websites they used and it appears that only ProactiveInvestors.com and Marketscreener.com picked up yesterday's RNS. Furthermore, Andrada doesn't even get a mention in the "also rans" "Other Lithium Juniors" section of the Seeking Alpha monthly lithium round up.

On behalf of the company's patient investors, whose faith in the company has yet to be rewarded, I ask:-

1) How much of the above is already known to the Board and

2) What efforts are being, and will be made to raise awareness of the company and it's progression towards profitability, via Lithium in particular, though engagement with online investment media platforms, stockbroking firms and securities analysts?

Thank you for your attention

Sasa, ShareChap and TDT

Thank you for your comments. I wonder what Andrada's PR team will have to say about the apparent blindspot the media has, to some yet undetermined extent, in covering Andrada news? I will email the company for comment because it is clearly imperative that the company is not starved of publicity at this critical moment in its development.

Repeat post:

Has anyone noticed any non-reporting of significant of Andrada news on platforms other than Investment.com? I aim to get to the bottom of the issue I previously set out and others

Who are they indeed? Not I, for I added another 13,822 to my hoard, now standing at a total of 276k shares.

I am a subscriber to Investing.com website and I was dismayed to see that no news updates for Andrada have been posted for a very long time. It seems that the ticker, ATM, is to blame because the only news posted to Andrada's listing concerns Automatic Teller Machines ("ATM"s) and the crimes that befall them, etc. No other news or updates have made it onto the company's listing for over a year. I challenged this with the developers, who acknowledge awareness of the issue but gave no technical explanation. This is frustrating as I am qualified to query the response, having had significant hands-on experience designing and managing iinvestment websites' relational databases and user interfaces. It is hard to believe there is any vendetta against Andrada at Investing.com, so it is likely this problem has to do with the ticker. Has anyone else noticed any non-reporting of Andrada news updates on other, similar, subscription websites?

TDT

I'm no expert on mining finance, but, in answer to your question, my immediate thought was that the proposed additional share issuance might be part of the deal for the eagerly anticipated partnering agreement. Perhaps an exchange of equity between the two parties to cement the relationship?

Nice!

TDT

My belief is that China had plenty of forewarning and stockpiled tin well ahead of the Myanmar exports cessation.

Straightntrue

Enough with the blame-game. Traders trade. Sometimes they win with their short term bets. Sometimes not. Whatever the case, they create price action. Without them, many companies' shares would disappear off the radar and die due to low trading volumes.

TDT

Thanks for the very interesting article about China's looming presence in the Lithium refining business. I am never glad to hear that China has stolen a march on western economies when talking about economic and technical positioning. It invariably means they achieved their head-start by disregarding ESG guidelines, standing patents and fair competion, as per the country's long tradition. When China's Politburo decrees that China must have something - they generally get it.

I particularly dislike that the large majority of Lithium Hydoxide is in their production domain. There has been for years, talk/fear of smaller/poorer nations rich in minerals, joining together to form metals cartels,where, like with Saudi Arabia and OPEC, the governments of these, typically beleagured, third world nations could agree to enforce ore supply controls, designed to increase their share of the ultimate profits, or to smooth the returns to suit their economies. If this catches on, small mining companies may cease to exist as their profit margins disappear.

The conclusion in all this? - Mining, especially low-and microcap, is one hell of a speculative venture. There is always a crisis waiting around the corner, almost always requiring a cash injection, with dilution of the company's shares usually the result. The world's stockmarkets are beginning to stutter after a good, prolonged Nasdaq-led climb. If EV sales in the US and China look like they will cease to rise, or fall, everyone must be prepared.

As a preemptive measure, maybe we should all email Andrada's PR director and prod them for some overdue good news?

Alltorque,

Albanian Lek

TDT

That's an extraordinarily encouraging article. I won't hazard any guess about ATM's potential offers resulting from the Barclays brokered negotiations -it would be reckless to do so, but it can surely only result in a sizeable hike to the company's current valuation - whatever it is, because I find few comprehensive evaluations online. They all lack enough detail to form a clear view.

Rgbuk

Cheers for that info. It doesn't usually bode well for smaller companies with little track record when the news flow dries up for extended periods. The buzz surrounding them can dissipate and leaving potential Investors struggling to remember what it was that attracted them to the business. These shares often take a dip during dry news periods. I do hope Andrada doesn't neglect to feed the publicity meter for too long.

Numpty

Thanks for the heads up. I now consider myself fully informed. Glen Miller still missing, eh? Well I never.

It's uncharacteristically and deafeningly silent in the chat room this morning. It's like someone died. I live many timezones away from London, which can often leave me in the dark about goings on in the civilised world. Have I missed an important announcement or news story?

Based upon the reported time of the "Ordinary" trade, I think it's most likely to have been a Buy. So, that would be a nice endorsement.