Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Playing with fire here me thinks ;)
20% sub placing price... BTC looking v bullish so can see sentiment turning the heat up here
Assume thats why the MMs ticked the SP up on no buys here... they perhaps are now going long
Thanks
Surely the upcoming halving is bad for BTC miners as it becomes twice as hard to mine bitcoin... why is the price gainint traction now a few months before this? Surely a 20% price rising in BTC will be negated by this.
Looking back through RNS releases over the years this current news blackout has been the longest time the company has gone without releasing an RNS - have they been lining up the ducks I wonder. Certainly updates on many fronts due
Thanks mate.
Could this be the catalyst to lift UK stocks from the doldrums: https://x.com/baroninvestment/status/1755895504129438152?s=20
"I think youll see the London stockmarket really take off"
.
Https://x.com/ArcMinerals/status/1755884382588436770?s=20
"Bill Gates-backed mining company discovers vast Zambian🇿🇲 copper deposit"
KoBold Metals, backed by billionaires Bill Gates & Jeff Bezos, say Mingomba is Zambia’s largest #copper deposit in century
ATM to start supplying Tantalum next month as per previous RNS which will help the margins. Moving towards multi commodity status whilst meanwhile establishing a world leading Lithium resource. Yours for £60m Cap with 25m in the bank from Orion at 6.4p!
People selling are just doing so out of frustration at the very bottom of the price cycle rather than assessing fundamentals. Absolutely barmy value here at this level which with a bit pf patience I think will yield life changing returns. Look at some of the M&A going on in the Lithium space right now... £200-300m is chicken feed to super majors and ATM are sitting on one of the largest resources globally, derisked by the fact it is multi commodity.
Long term chart shows we are at or within 10% of the absolute floor price here... what a level to accumulate :)
I guess the process has been going on now for nearly a year so we are in the "long term" time bracket right now. Id say its a good thing the company are being incredibly tight lipped... they would definitely want to be at the sharp end of a deal!
Really couldnt care less about the Lithium right now. They need to get the mine life extended and that should be their top priority
Indeed his tweets are great reassurance to read and its always nice to see photos of action on the front line. AV got a big grin on his face
Https://x.com/Robin25461631/status/1755581073709322356?s=20
Analyst/broker mine visit…next bit! There are quite a few other assets.
:- If you think of V1/V2 being the ‘Daddy’ and front and centre of the company’s attention, the ‘off spring’ are Spodumene Hill, Lithium Ridge and Brandenerg West.
:- Like all children, there is a favourite..and that changes over time! Originally Spodumene Hill was the ‘golden child’ but that mantle, following the outstanding drilling results RNSd last year, has fallen on Lithium Ridge’s head. Brandenberg West is also looking to compete on the popularity stakes . They are drilling there right now.
:- Keep an eye out for drilling results not only on Brandenberg West (tin, tantalum…and hopefully copper) but there has been a lot of resource drilling in and around the Uis V1/V2 cluster. Assays are in a lab being processed. New drilling is due to kick off at both Spodumene Hill and Lithium Ridge shortly.
:- The site visit focussed on Lithium Ridge, it outcrops visibly over 9km, it’s high grade, at surface, Spodumene rich ore. They have barely scratched the surface with this one. All the ‘geos’ seem particularly excited about it.
:-Pictures show Spodumene from yet another, new discovery running perpendicular to Lithium Ridge (one for the future),
@AnthonyViljoen
at the north end looking south with cassiterite (tin) in left hand, Petalite and spodumene in the right. Old workings dug out for the tin back in the day. A piece of tin rich cassiterite.
Https://youtu.be/YkOQGfpYZ_8?si=NBM_FuXEKjdQliUN
https://youtu.be/AYz5dqPssCY?si=ZDkpoxnt7Yf9W3F5
Encouraging.
You beat me to it!