Member Info for LlamaFarmer

3.15 ...

It looks like someone with financial clout is buying this up from PI sellers.

I know thats not rocket science after last weeks TR1 RNS but good to see the continuance.

3ps gone, can sell well over a mill at 3.11p

Agreed Liam,

It's taken a long while to reach critical mass, which to be fair is still quick for a mining operation.

The Namibian authorities seem very on board which in any jurisdiction is linked with grades and road network as a fore runner to building a successful mine.

Will Acam LP be satisfied with only 3.5% of such a large tin and Lithium resource? this is getting the twitter/Telegram pump as you would expect for any small cap dog of a share where some of the posters have held into a loss and averaged down.

Difference is there seems to be a perfect storm of political and economic issues converging on the supply of tin, lithium and Tantalum... then there is all of those large buys last week.

Hi CCC,

Thanks for that.

After reading that and comparing it to the resources at Gmet and the inward investment from Acam into both businesses it does highlight further similarities doesn't it?

Copper, Tungsten, at Gmet and Copper Tungsten, Tin, Tantalum, Lithium, Petalite at ATM.

Very interesting, thank you for the link.

What's the copper up at Brandberg West doing?

Did we ever get a handle on that resource?

Bohercom,

Glad you aren't knocking it 🤦.

As per the numbers listed in that article, once the second tin line is in they'll be knocking on the door of those top 10 producers.

As Viljoen said, expects Tantalum to amount to 3-4% of turnover.

That's a nice free credit to produce which ever way you look at it.

Https://www.emergenresearch.com/blog/top-10-companies-in-tantalum-market#:~:text=The%20largest%20tantalum%20mine%20in,Advanced%20Metallurgical%20Group%20(AMG).

ATM not mentioned ... yet but is already in the worlds top 10 judging by these published numbers?

PD

Of course they seek value, who doesn't?

They've been out to UIS and B.W. and looked around, as you would expect with this level of investment.

What they are doing is buying into a portfolio of resource plays specifically targeting technology and weapons systems, it's a sensible move.

Viljoen has already advised in his latest interview that the Banks will be brought in to wrap all this up into a nice compact main market bundle of goodness.

MOIC could be many multiples depending on time Russia spends in the wilderness.

Although i'm a new investor here I have been following the story closely for a number of years, Acam is an interesting new line and should reinvigorate current II's as well as new ones following their lead.

Robotics.

Finger acuators, there are four basic types of linear actuators: mechanical/electro mechanical, hydraulic, pneumatic and piezoelectric.

https://actuatorselectric.com/industries/production-and-set-design/?gad_source=1&gclid=EAIaIQobChMI4arU0pX6iwMVKZRQBh3FbSh_EAAYAiAAEgI_6PD_BwE

Robotics growth and drone technology are left field growth areas for ATM.

Why have Acam LP taken such largescale investments in ATM as well as other AIM mining minnows like Gmet?

Articles like these show the Worlds Economic direction of growth for the next 20 years.

Then add in the need that Western powers, Russia and China will have to rearm, increase technology to fight against drone swarms and of course manufacture their own bigger payload of faster, drone swarms.

Then they will manufacture more expensive versions of battlefield and Navy toys that haven't been put in the field of war as they don't stand up to drone swarms very well but they do make Western Governments lots of money.

Think of the extra pressure on Tin & Tantalum supplies for Ai and data centres.

Then add in the left field of what it takes to manufacture a drone capable of flying a few hundred miles carrying a technologically savvy warhead, Tin, Lithium, Tantalum and some plastic for starters.

TIN: LITHIUM: TANTALUM:

https://www.investing.com/news/stock-market-news/humanoid-robot-industry-bernstein-makes-4-bold-educated-longterm-guesses-3902917

https://www.datacentreworld.com/data-centre-world-technologist-edition/?utm_source=google&utm_medium=cpc&utm_campaign=DCWL25&utm_content=brand&utm_term=data%20centre&utm_campaign=DCWL25+%7C+S+%7C+B+%7C+UK&utm_source=adwords&utm_medium=ppc&hsa_acc=9299622017&hsa_cam=22311059904&hsa_grp=176903982180&hsa_ad=737425852076&hsa_src=g&hsa_tgt=kwd-10159141&hsa_kw=data%20centre&hsa_mt=p&hsa_net=adwords&hsa_ver=3&gad_source=1&gclid=EAIaIQobChMIoZS-lI_6iwMVqqdaBR2b0wA1EAAYAiAAEgK4wvD_BwE

https://frontelligence.substack.com/p/tantalum-in-limbo-the-role-of-sanctions

Once Viljoen can prove tin production volumes cover costs, wrap up the debt in a neat easy to quantify bundle for the analysts to pore over, the wider market is going to latch onto what Acam LP have already been shown by their sites visits and what we suspect as coat tail followers.

What this will do is show that ATM's assets are of enough size to meet serious demand, there wont be the highest grade in the world but they will be of sufficient size with enough extra free mining credits, Viljoen knew this when he asked BMN for ATM, his Father and Uncle, the world class geologists told him.

3p next week - I'll hold

6 - 7p this year - I'll hold.

There's something in the water with this one.

What have they seen in ATM?

Tin - used in data rooms, pcs, phones as tin solder.

Tantalum - defence and weapons applications

Lithium - battery technologies

ATM is going to be very sought after!

Debt -as per Viljoen interview, Banks being introduced once 2nd tin line is in place and operational - this assumes ATM is at breakeven/profitable.

2025 going to be interesting!

More lumpy after hours buys

Hi BuenaVista,

I took of 900k for "customary closing conditions"

You are welcome to add another 900k on if you like?

900k is pretty immaterial when you look at their cash burn, but you know that .. right?

for £12.9 million in cash to Duomed Belgium NV, a subsidiary of Palex Healthcare Group S.L.U. Completion of the sale is expected by the end of April 2025, subject to customary closing conditions. The sale proceeds will be used to further Avacta's pre|CISION® platform.

This disposal is a significant step towards delivering a key Board objective of the Company becoming a pure-play biotechnology company. In order to complete the divestment of its diagnostics business operations, Avacta is also in discussions regarding the sale of its remaining and much smaller Belgian-headquartered diagnostics unit, Coris BioConcept SRL.

Launch Diagnostics delivered audited revenues of £17.9 million and profit after tax of £0.38 million in the year ended 31 December 2023 and has traded in line with the Board's expectations during the year ended 31 December 2024. As at 30 June 2024 Launch Diagnostics had unaudited net assets of £13.65 million.

Bet the Chief Non Strategy Officer is glad he cleared his 'tax bill'

Wouldn't be a surprise if ACAM LP are adding on the open market, 3.5% isn't a large holding in such a small cap for them, they've show at Guardian Metals they aren't scared of buying in heavily.

Price increased again and taking volume.

Price popped and will still take large sells.

Touk, as soon as theyve burnt though that £12m they'll need to place again.

Who is going to stump up a premium placing price for avacta? I'm watching it but I wouldn't touch at these levels.

If they need to raise funds to test this to fruition I reckon that's when I'll buy in and it wont be anywhere near here?

Unless the BOD and its scientists do something drastic with some urgency it is going to double bottom at 14p.

They need a good kick up the backside imo.

Interesting that the Twitter avct 'fans' are silent and posting about their other stocks today.

Maybe the'yve slid away and are watching quietly waiting for the next placing?

I keep an eye on avct but don't trade or invest in it, todays sell news looks to be turning it into a one trick / chance pony, is that a fair summation?

Invests in various resource plays, power metal/ guardian etc.

Decent replacement and shows that Tony V has it on the right track...