Member Info for fatbanker

The company also has its Cleveland tin-copper deposit in Tasmania.
Kasbah Resources (ASX: KAS) owns the Achmmach project in Morocco, which although got to the front-end engineering stage, has been stalled by inadequate tin prices.
Venture Minerals (ASX: VMS) has lately been giving most of its attention to its iron ore and copper-gold properties, but has its Mt Lindsay tin-tungsten deposit in Tasmania with 83,000m of diamond drilling completed and a JORC resource.
Stellar Resources (ASX: SRZ) has Heemskirk, located 15km from the Renison mine. A scoping study has shown the mine would have an 11-year life and the capital outlay a modest $65 million.
Heemskirk was extensively drilled by the former Aberfoyle in the 1980s, the contained tin then estimated at 43,700t.
And then there’s 263,000t of tin contained in the progressing Cinovec lithium-tin project in the Czech Republic owned by European Metals Holdings (ASX: EMH).
Over in Africa, AVZ Minerals (ASX: AVZ) this week called for initial tenders for developing its Manono lithium-tin project in the Democratic Republic of Congo.
The company also has preliminary membership of iTSCi, the body that checks that tin being shipped out of the DRC has been mined to international ethical standards. AVZ is also talking to potential tin offtake partners.
China’s tin demand coming back strongly
It seems COVID-19 may have been a positive for tin.
Capital Economics argues that the pandemic has caused an unexpected surge in demand for electronics (computers and their peripherals) “as huge swathes of the global labour force have started to work from home”. China’s exports of computers and related items have soared in the past couple of months.
Meanwhile, China is searching for new supply sources and tin output in Myanmar continues to decline. Producers in Peru have been hit by pandemic quarantines, and tin output there has fallen by 5%.
The world’s largest producer, Indonesia’s Timah, has announced it will restrict tin sales this year to 55,000t, compared with 67,794t in 2019.
But analyst Caroline Bain points out that, while the large Bisie mine in DRC will open this year (at 11,000tpa), most other projects are likely to incur delays (quarantine and/or financing) as a result of the pandemic.
She expects a deficit next year.
“The upshot is that we expect prices to rise gradually over 2020 and 2021 and that tin will outperform many of its base metal peers,” Ms Bain added.

welcome back, normal service resumed.

if you have no confidence in vrfb why did you invest in it?

ezhik have you watched viljoens latest interviews and read the latest broker note?

if you are a trader then do what you like, if you are a long termer then why bail out when the company is going places?

alfa is correct. Jodrell I was the one guy but I said by next quarters results not next week. My view is all the players in the vrfb market have a great chance of growing and prospering, either organically of by achieving enough to then attract a buyer. Either outcome suits me as a LTH.

BE could contract out the electrolyte production, buying it from the producer then letting it out to the end user, in the same way rentacar don't build cars. the risk is divulging the formula to the manufacturer.

bassguy the 500k was a buy IMO. I am not sure if that is how you read it.

the mood on here reminds me of a tshirt I saw which said
the beatings will continue until morale improves

in this case its
the manipiulation will continue until morale improves

just watched that, thanks for posting. perfect case for sitting back and watching progress.

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/11af39b1-a35c-47ad-af41-382720dbc392/20200624_ATM_Initiation_.pdf

this is more like it

bmn investments both up today

Pdub - as part of the IPO process I would expect the vametco and vanchem market values to be reassessed, and any hidden reserves therein to be quantified and added to NAV.

hammerman, the smallest mcap on the jse top 40 is about £425m equivalent.

A new IPO into the market would be based on the existing mcap at the time plus the added mcap of the IPO, plus reasonable expectations of growth for the year or so after.

gkb instead of the hypotheytical negatives, why not celebrate the fact they acquired a plant at a fraction of current value, and accelerated growth and reduced capex vs building a new plant. They have 2/4 biggest prime Vanadium producer sites in the world, with growth in steel consumption and in battery electrolyte to take advantage of.

man city winning the premiership this year is not impossible. listen to yourself drifter. what buy in are you after?

thanks for posting that pb940. clear evidence the company is on the right path.

Risers board

80085 14.25p

drifter your fiddle post reported. its neither accurate or helpful.

full ask paid 2.4p