The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Tin and Lithium on the up again... I can only assume its people tax loss selling before the end of the tax year. How gutted theyd be if partnership news landed this week(!)
Either way I think next week people will be looking to load their ISA's cant see a better opp than ATM so perhaps thats when this one moves up out of the doldrums
Feels like it may have so have added a few more. Sellers welcomed ;)
Https://twitter.com/hiblue001/status/1773290940041503077?t=Z8sV_4bgJ3xB2M_R1QLdng&s=19
Multiple sources have now confirmed directly with the management that there is no equity raise
Https://twitter.com/MylesMcNulty/status/1773062712810987587?t=5fQHxrDHQqJlLeCX1AEvQw&s=19
Operational update reads very well and pleasantly surprised by the huge reduction in AISC.
Happy holder, can take comfort from the fact the company is delivering operationally. Strategic partnership negotiations sound hot and at the sharp end. Tick tock
Indeed this Mcap is a total joke. Distressed seller and exhausted buyers is providing a nice opportunity for new money.
Lets see Che deliver - not sure this guy is fully cut out for the CEO role as he is a scientist. They need to get a polished salesman as the figurehead to sell the story.
That explains it! Very nice indeed. Perhaps we will have a fight on our hands between Liontown and Bellevue Gold! talk about prime postcode..
Also the fact that Gold price is rocking all time highs...
"Drilling identified a 10m wide zone of mineralisation with multiple +10g/t Au & Ag grades at Coffey, which Mila’s Chief Technical Officer, Neil Hutchison, described as “one of the most consistent and best overall gold intersections” he has seen in his 30-year career."
Erm... the fact that it was ludicrously oversold. I'm amazed it ever got down to 0.5p! Some distressed sellers will be kicking themselves soon IMO. Brutal market
Can only be a good thing. How id love for a big commercial deal to land.. itll come at some point. Keep the faith
I hope Barclays dont charge an hourly rate thats for sure! Is a bit of a joke how long its taken aspecialist sub contracted outfit to yet to come to a conclusion given the inbound interest. 12 months...
Gut feel is we have to be very close now
Lets hope todays announcement is the first of many of the jigsaw pieces coming together.
Unless he is releasing the PFS with the updated resource, id expect he resource update to come first
Where is it? Segun needs to get better at keeping to timescales
Anyone know an AIM company producing both of these?
Previously they had no Lithium or Tantalum circuit in the production line. On this ramp up phase next year or so they're introducing the Lithium and Tantalum circuits which essentially will all be "cream on the cake" as AV puts it. They will be produced almost for free as the tin production/AISC carries their costs... hence the projected profit is Lithium Revs -20% + Tantalum revs -20%
Hope that helps
Rgbuk no worries, enjoyed reading your post! Indeed $42m profit per year is quite something vs the current Mcap, let alone when ATM lands its partner to catapult it to phase 2 production.
Beauty with ATM is not only is it sitting on one of the largest Lithium and Tin resources globally, it has a clear route to mid tier $billion mcap *without* the need for shareholder dilution at topco
From the Q3 results
"§ All-in sustaining cost ("AISC") ³ at USD 30 452 was slightly above management guidance of between USD25 000 and USD30 000 per tonne of contained tin."