Member Info for Gibdog101

Well , it comes with zero usage of the current cash pile , like I say I would suspect another project in khaz to come online before that , we will have for a update on those .

No posative effect on SP to been seen here today , wonder what’s impacting us today

Yea I don’t think that’s a overly extended period , and least they are not over promising , this also might not be the only show in town , I think there are some projects in Khaz that might also get the spot light soon.

ATM has caused significant annoyance to me the last 2 years , but I enjoy how active this chat board is too much to exit my investment . Ha

I don’t know where to even start with that comment , CAML have a secure income from leeching that will remain cash generative for 10 years .

Feel your comment is fairly baseless , overly negative.

Current MC is actually only about the cash we have in bank and are likely to generate from the mine life in K-stan

Some of those AU grades are insane , boardering on the unbelievable .

Deep hard rock mining isn’t the companies bread and butter so it will be intresting to see what we have learnt .

This is exciting news , hopefully it’s accepted on the suggested terms , anymore might seem like over paying for a asset that’s going to take a number of years to get running.

@OhDearAlan haha 100% true statement that , I find it really amusing , I can only assume it’s because sentiment is more annoyed with raising prices , because we’ve failed to deliver the 1800T per year .

That’s the ATH hit ?

Not one that was on my radar , but shows we are looking to put out cash pile to use , exciting times .

Tin looks like it could very much set a new all time high this week , and this chat board reminds fairly muted and downbeat.

Just shows how much frustration the under delivery has had on all the Pis here !

Every month or week I seem to be struggling to justify my exposure here , I really hope for some substantive and unceaveated good news to come this year !

Keep the faith !

Just my thoughts on cash flow ; I think in August when the reporting period finishing 28th of Feb 2026 show up , they will actually read rather disappointing . This isn’t because the company is not generating cash , it’s the latency of reporting.

Most of feb 25- Feb 26 was underwhelming prices , tin only got bullish around Nov , I don’t think the very strong back 4 months has been enough , I suspect a break even report.

Equally we know since feb 2026 . The first 3 months of the FY going forward have been killer ! With likely posative cash flows circa $2M per month, if this prices stay until Feb 27 . (Which is a big if)

In Aug 27 we will post significant posative cash flow.

I don’t think SP and price of tin can stay as they are until then , if tin stays that high , we would have a PE of 4 , share price must triple or tin price collapse by Aug 27 to keep MC where it is.

TDT after having time to read the last RNS fully , m annoyed as well , more high cost debt facility , a few weeks after being told the expansion was fully funded by the ii placement we only just had , is really poor form , if it was always needed on the IMC meeting AV should have said the funding is almost in place .

So I share a large degree of your disappointment.

It seems on paper a very expensive bit of finance 12% over 10 years with the first year making no payments , I Havnt done the maths properly but that seems like 8/9M repayment for a 4 M borrow.

However , I don’t think we are in the place where we need to worry about ATM going to the wall.

I’m surprised that we borrowed money , our AISC with royalty is circa 30k . The next set of results won’t show it yet , but with the current global tin price we are at no risk of folding.

If tin drops back to 30k then all bets are off !

Had time to re-read this RNS , yea not happy with another 12% debt to conduct work that’s was already “fully funded” .

Drilling complete is good news but only having 15% of results back looks like the bottleneck , not sure who we’ve commissioned to do that work , but that seems painfully slow .

Typical atm RNS poor news with a Bit of upside .

The turd that’s been rolled in glitter

So it doesn’t actually say this money is needed for funding growth , so AV prehaps any lieing in his IMC session. It’s debt financing , this might be the company preparing to cancel the CLNs that were due in July , and got pushed back a year .

It’s a facility this money hasn’t been used yet , price of tin is up. Think people are over reading that RNS .

Not sure about that , why would completed drilling , having the CLNs covered and a 10 year facility in place trigger selling ?

Yes this isn’t the RNS we would expect , however this drastically reduces the chance that the CLN will cause dilution or that there should be the need for a further placement .

So this might be slightly posative news.

Drilling finished is good news , result in a a couple of months I would suspect .

Intresting year ahead on this stock

What’s caused this dip in SP this morning , not tracking tin has that dropped ?

No I really do hope to see 300 per Q , but I want to keep expectations in check so I don’t chuck a track if it starts with a 2, improvements mean short term down times whilst integrating new plant.

For me honestly , as long as tin stays this high incremental increases in production are good enough , whilst we wait on BW and LR results

Not sure where we are with production per Q , think I’m expectant of 275T to avoid disappointment .

300 next report per Q would actually have me very pleased.

Different woman to stellar