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My bet is that those that stay LONG will be rewarded, albeit a turbulent next few weeks :)
Https://twitter.com/bobbyoflondon/status/1782302148019007978?t=40cTomfS892tSBilQL_USQ&s=19
Book holding up surprisingly well over 10p despite cheap seed money. I guess book being 3x oversubscribed means buying pressure is more than enough to prop the book.
About as easy drill catalyst play as you can get these days. Used to be my bread and butter
It's almost funny isn't it! 33p broker target based on $28k tin price (now $35k) and people wet the bed with excitement to sel after a 2% rise.
Don't make huge life changing money by trading 2%!
The beauty also is this is a side show to when the Lithium comes online - its production revenues will be going straight to the bottom line given its production costs largely carried by the tin.
The beauty of a polymetallic miner :)
Oh and we have an unlimited mine life to boot...
Its making good cashflow right now, AISC at $26k and will make even more post the current ramp up phase as AISC will go down further along with the tonnage increase
Stars are starting to align... Tin looks like it could really break out to the upside. Could this all coincide nicely with partnership news?
33p broker target
Still not even above the recent placing price yet.
Feels like we have some big news incoming
Just so lovely 😍
"What a great environment to have doubled tin production in and to be doubling it again. Ore sorters , double/tripple the grade, sort out a few bottle necks on the production line and the company will get to 1500 t plus of contained tin runrate p/a........and the sweet madness of this. The rejected rocks are petalite/spodumene rich so effectively they have concentrated the lithium ore for free before that gets processed. It's all coming together bit by bit coupled with rising tin and lithium prices. Check out the latest tin price ⬇️⬇️. Margins and EBITDA just keep getting better.
$32450"
https://x.com/Robin25461631/status/1778674698219315388
Best.Mining.Company.On.AIM
In summary ATM is way cheaper now at 5p than it was 2months ago at 4p...
I really dont understand sellers here at this level... 20% off lows given the past 3 months despite its Tin margin going from 0 to $7k/t the past 3months with lowering of AISC & increasing Tin price!
$10.5m FCF currently for just the tin. Nearly all the additional Lithium and Tantalum revenues will also be added to the bottom line giving a projected $55m pa profit once theyre on stream
How is ATM still only at 5p! mental
At current Tin price ATM are throwing off $9m ebitda per year and that's just the tin!!
Nearly all the additional Lithium and Tantalum revenues will be added to the bottom line given their costs are largely carried within the tin production.
Cash cow.
Added to that ATM sitting on one of the largest (if not the largest) Lithium/Tin resources globally...
Will need to re rate at some point
Cash cow
Explo drilling is costing $5m to extend the mine life... and THX is throwing off $120m FCF per year at current gold price.
Thats 2 weeks of cash generation...
Even if they manage to find just 1 extra year on the minelife that would warrant a 100% gain in the SP as its another 1x Mcap in free cashflow
How is ATM still down here... joke!
The ppl tax loss selling look to have finished.. bring on the ISA loading next week here
Very good but equally im disappointed that PFS has slipped back to Q3... losing count of how many times its been delayed now - 9months and counting!
I guess the lack of Segan meeting his self set deadlines matters less in this current gold price climate. With the PFS now on ice till the back end of the year hopefully they can really get the mine life at Segiloa extended.