Member Info for Gibdog101

What’s your thoughts ?

Ok this is where the disconnect and frustration lay , below article about Cornish metal , their MC twice

AMTs , whilst their tin resource is 1/4 of ours.

They’ve been a 15 bagger haha in 6

Months ! Of 49,000 tons contained Tin ! Examples like this show how ridiculous out MC currently is .

Be patient people , our 6 months is soon.

It’s articles like this : https://stocks.apple.com/AdOkFBfsAQiOFmLwmmVZ0Iw

About trying to reopen Cornish tin mines that make it so frustrating , we have a working mine , with great upsides , soon the market will

Cotton on.

Think what is frustrating , is a lot of us Pis can see good things happening here this year .

ATM seems to track movements in tin price down . But doesn’t track those movements fully when tin is up.

I’m just looking at the numbers bemused that the market cap is so low when , ACAM and SQM disagree, as do I .

I will contuine to add here where I can, slowly out of dividends from mature miners , but here is a place I see growth.

Sorry , should read ‘MAY end of 20 ton tin hedge’

Either way lots to look forward to in the coming months , I’m sure AV is looking for another hedge , likely for a greater tonnage somewhere near current spot.

@HarChris lots of avenues , but it’s very much a waiting game , MARCH Jig plant and new production estimates for UiS , hopefully some LR early results APRIL or before , MAY and of 20 ton Tin .

Thats the good news in the next 4 months , BW news or Goand… news would be great , and unaudited Fy 26 results due out Aug ?

Very quick turn around since RNS about ACAM JV and funding happening , think that shows our partners on our two JVs are keen and are not messing about.

Well here is the disconnect , both ACOM and SQM consider , just one of our assets worth sinking $50M into , our market Cap doesn’t even cover our JV value of those two. It’s actually quite bizarre , so it’s wait for drilling results for the market to revalue ATM I’m guessing.

I’m optimistic enough here ; that I just added 5% to my holding . Mainly off the tin , with LR as a 2026 wildcard .

@Acealfa would you be content if the company carrried on with the share by back at about the current rate ? Be interested to get people’s views on what to do with the surplus cash we are generating.

I’d say , the price of copper is under pinning the SP , the company will post a record profit this year , and a highest EPS it’s ever achieved , with less shares in circulation . Current price is I believe under valued to the next set of results CAML will post is copper stays around 13k Per Ton.

Thanks @HarChris , that’s about the ball park I was working off too , seems like good times ahead , be intresting to wait and see what’s next , small part of my portfolio but I say with honesty this company is occupying a lot of my attention and intrest .

FY27 will look different to what came before that’s for sure.

@Richyf3 agree with your sentiment here , even with Tin prices pulling back a bit , we are still at prices that we couldn’t have imagined 18 months ago , the company is making good profits off tin , each week that passes . Each month in this range of price of tin, is likely 1m of debt removed (some one smarter than me can run the numbers ) cause for celebration not concern. I will still be celebrating at 45k or 40k ;)

Ok not sure on SP , but have ran the numbers on production at current copper price , our PE is going to be so low , that the SP feels like it has to rise to keep that in a sensible range . Could end up with a double digit final div , and funding further buy back.

Unless they find a new project , or something small to buy out , I see we increased our holdings in Aberdeen minerals recently . Not sure if that’s warranted or just because there is so much profit knocking around.

Either way easy LTH for me , small miner this profitable , with the right acquisitions could up scale to a real beast.

So Tin at ATH , with what AV is describing as “production boosted” (rather have a Tons per day number) . 3 decent irons in the fire , Goand , LR and BW . But The MC stubbornly circa 90M , I understand the debt posistion but , each week that passes with at these sales prices make that less important.

I’m struggling to see what is suppressing the SP here.

I’m on the edge of breaking my own rules WRT weighting of my portfolio into small caps , because ATM is so tempting at this price . I’m buying too much spin here , or do people feel like me ? Confused by the lack of response in the market to perfect conditions for the company ?

Think the issue is CAML is so profitable at this price , another 6% almost doesn’t change anything , great problem to have. at these copper prices and our low Aisc , our forward earnings V market cap has to have one of the highest ratios out there .

I won’t sell this stock , I can’t imagine a situation where I would , it’s far too profitable , but I think I’d like to see a new pipeline project before I buy some more .

100% and at $56k tin it’s time to make hay.

@nesty and Uis is still the operation that excites me , LR , BW all great and could result in a massive SP uplift . I’m here for Uis and wider Tin potential ATM offer , every week that LME tin prices stay this high is transformative for the potential of ATMs profitability , everyone is excited about LR , I’m excited about getting the plant sorted at UiS seeing the Aisc come down and the production numbers increase by increments of 10-20% yoy !

Come on ATM let’s have some posative plant news, and max out on the TiN cycle.

Almost as important as the RNS is Tin breaking new ATHs , closing towards 57k.

Let’s get that jig done and see some great numbers, everything seems to be aligning here .

Getting the company balance sheet into rude health will stop any undervalued offers coming in for the company.

Yea I think 1.7B would find very few people voting against that !

Honestly until we know the true size of the LR inferred asset I’m completely unable to come up with a number that would be good value.